Sarver Vrooman Wealth Advisors ETF holdings
Kansas City, MO
Reported $161.9M in 48 ETFs in its Form 13F for June 30, 2026.
ETF value
$161.9M
ETFs held
48
Change from prior quarter
+3.2%
With price moves
ETFs as a share of its 13F
96.5%
of $167.8M
Top 10 of 48 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHD | Schwab U.S. Dividend Equity ETF | $53.4M | 1,661,097 | +7,002 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $46.1M | 2,220,499 | +26,318 shares |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | $43.6M | 1,681,034 | +26,060 shares |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | $4.6M | 47,915 | +1,005 shares |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | $4.3M | 78,314 | +1,427 shares |
| AVLV | Avantis US Large Cap Value ETF | $4.1M | 44,966 | +613 shares |
| BSMU | Invesco BulletShares 2030 Municipal Bond ETF | $854K | 39,012 | +77 shares |
| BSMR | Invesco BulletShares 2027 Municipal Bond ETF | $854K | 36,117 | +72 shares |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $538K | 21,462 | No change |
| SPY | State Street SPDR S&P 500 ETF Trust | $356K | 474 | No change |
38 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002076215. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Sarver Vrooman Wealth Advisors own?
Sarver Vrooman Wealth Advisors reported 48 ETF positions worth $161.9M in its Form 13F for June 30, 2026. The largest was SCHD, at $53.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.