Institutional Fund
Sarver Vrooman Wealth Advisors
Kansas City, MOCIK 20762156 filings on record
Portfolio Value
$162.35M
Q1 2026
Holdings
138
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+3.2%
from $157.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr31.3%
- Ishares Tr28.3%
- Ishares Tr26.6%
- Wisdomtree Tr2.5%
- Dbx ETF Tr2.3%
- American Centy ETF Tr2.2%
- Other6.8%
Portfolio Holdings
138 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.65M | $50.75M | 31.3% | +1.1K | Added |
| 2 | Ishares Tr | 2.19M | $45.92M | 28.3% | +8.7K | Added |
| 3 | Ishares Tr | 1.65M | $43.13M | 26.6% | +1.63M | Added |
| 4 | Wisdomtree Tr | 46.9K | $4.12M | 2.5% | −1.6K | Reduced |
| 5 | Dbx ETF Tr | 76.9K | $3.80M | 2.3% | −1.8K | Reduced |
| 6 | American Centy ETF Tr | 44.4K | $3.58M | 2.2% | +44.4K | New |
| 7 | Invesco Exch Trd Slf Idx Fd | 36.0K | $852.6K | 0.5% | +115 | Added |
| 8 | Invesco Exch Trd Slf Idx Fd | 38.9K | $849.3K | 0.5% | +123 | Added |
| 9 | Apple Inc | 2.7K | $674.1K | 0.4% | 0 | Held |
| 10 | Ishares Tr | 21.5K | $542.3K | 0.3% | +826 | Added |
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