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Portfolio (Quarterly) Guide ↗

Sarver Vrooman Wealth Advisors

· CIK 0002076215
13F Portfolio $168M AUM 146 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 14 New 36 Added 27 Reduced 6 Exited
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GXC SPDR S&P CHINA ETF 3.0 $260.0 $86.67 +5.2%
142 DKNG DRAFTKINGS INC NEW CL A Consumer Cyclical 10.0 $254.0 $25.40 -0.6%
143 KR KROGER COMPANY COMMON Consumer Defensive 3.0 $170.0 $56.67 +1.9%
144 VGK VANGUARD FTSE ETF EUROPEAN 1.0 $90.0 $90.00 +2.2%
145 LUMN LUMEN TECHNOLOGIES INC LA Communication Services 9.0 $65.0 $7.22 -16.4%
Page 8 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Financial Services 22.3%
Industrials 13.2%
Healthcare 10.8%
Consumer Defensive 8.3%
Energy 8.0%
Consumer Cyclical 4.6%
Utilities 2.0%
Communication Services 1.9%
Basic Materials 1.5%