Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors reported 146 holdings worth US$168M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 2, 2026

Sarver Vrooman Wealth Advisors reported 146 holdings worth US$168M as of Jun 30, 2026. Largest: Apple Inc, Walmart Inc. and General Dynamics Corporation. Filed Jul 2, 2026 (Form 13F).

Holdings
146
Value as reported
US$168M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc2,656US$807K0.48%
Walmart Inc.2,332US$257K0.15%
General Dynamics Corporation598US$221K0.13%
Microsoft Corp.557US$216K0.13%
The Bank Of New York Mellon Corporation1,229US$182K0.11%
Exxon Mobil Corporation1,285US$178K0.11%
Berkshire Hathaway Inc.319US$161K0.10%
Jp Morgan Chase & Co.460US$154K0.09%
Dell Technologies Inc.314US$131K0.08%
Amgen Inc.284US$105K0.06%
Johnson & Johnson381US$97,7870.06%
Phillips 66533US$94,9870.06%
Cisco Systems, Inc.812US$93,6110.06%
Oneok, Inc.1,067US$92,7060.06%
Merck & Company, Inc.719US$91,6690.05%
Corteva, Inc.954US$80,3510.05%
Gilead Sciences, Inc.613US$78,8990.05%
Blackrock, Inc.75US$74,9540.04%
Waste Management, Inc.317US$71,0080.04%
Mcdonald's Corporation244US$66,3220.04%
Automatic Data Processing, Inc.264US$62,9460.04%
Illinois Tool Works Inc.226US$61,2130.04%
Dover Corporation283US$61,1930.04%
Costco Wholesale Corporation65US$60,2750.04%
Exelixis, Inc.1,029US$57,2380.03%
Nvidia Corporation285US$56,6810.03%
State Street Corporation329US$56,2060.03%
Nextera Energy, Inc.644US$56,1050.03%
Oracle Corporation374US$54,8920.03%
Chevron Corporation325US$54,8570.03%
Ge Aerospace143US$54,6450.03%
Qualcomm Incorporated297US$53,9560.03%
Bank Of America Corporation914US$53,3290.03%
United Rentals, Inc.46US$51,3780.03%
Altria Group, Inc.688US$49,5980.03%
Lockheed Martin Corporation92US$49,5950.03%
The Travelers Companies, Inc.148US$49,5470.03%
American Financial Group, Inc.346US$48,3710.03%
Expedia Group, Inc.182US$48,1820.03%
Renaissancere Holdings Ltd.152US$48,1230.03%
Pepsico, Inc.336US$47,8870.03%
Pnc Financial Services Group, Inc. (the)185US$46,3180.03%
Deere & Company73US$46,3010.03%
Quest Diagnostics Incorporated213US$45,9970.03%
W.r. Berkley Corporation649US$45,5050.03%
Procter & Gamble Company (the)304US$45,0800.03%
International Business Machines Corporation152US$44,0600.03%
Pultegroup, Inc.327US$43,2920.03%
The Hartford Insurance Group, Inc.320US$42,9730.03%
Corpay, Inc.123US$42,8430.03%
Bristol-myers Squibb Company747US$42,7280.03%
General Motors Company563US$42,5740.03%
American Express Company122US$42,4520.03%
Enbridge Inc.786US$42,0200.03%
T-mobile Us, Inc.237US$41,7840.02%
Capital One Financial Corporation203US$41,6840.02%
Apollo Global Management, Inc. (new)338US$40,1610.02%
Fedex Corporation119US$37,3440.02%
Zimmer Biomet Holdings, Inc.441US$37,2780.02%
Vici Properties Inc.1,416US$37,0500.02%
Mckesson Corporation46US$35,8110.02%
Fiserv, Inc.658US$34,2060.02%
Comcast Corporation1,300US$30,4980.02%
American Electric Power Company, Inc.223US$30,3680.02%
Home Depot, Inc. (the)82US$28,5750.02%
Ameren Corporation253US$28,5640.02%
Target Corporation180US$23,4760.01%
At&t Inc.926US$19,2190.01%
Intuit Inc.69US$18,7860.01%
Epr Properties258US$14,912<0.01%
Enterprise Products Partners L.p.300US$10,998<0.01%
Verizon Communications Inc.259US$10,973<0.01%
Niocorp Developments Ltd.2,173US$10,735<0.01%
Warner Bros. Discovery, Inc. - Series A224US$5,981<0.01%
Solstice Advanced Materials Inc.68US$5,794<0.01%
Palantir Technologies Inc.20US$2,634<0.01%
Super Micro Computer, Inc.70US$2,010<0.01%
Advanced Micro Devices Inc3US$1,618<0.01%
Interlink Electronics, Inc.225US$1,023<0.01%
Kratos Defense & Security Solutions, Inc.15US$870<0.01%
Sofi Technologies, Inc.40US$740<0.01%
Uber Technologies, Inc.9US$655<0.01%
Kinross Gold Corporation20US$494<0.01%
Wells Fargo & Company5US$429<0.01%
Draftkings Inc.10US$254<0.01%
Kroger Company (the)3US$170<0.01%
Lumen Technologies, Inc.9US$65<0.01%
Genuine Parts Company0US$00.00%
Honeywell International Inc.0US$00.00%
Novo Nordisk A/s Class B0US$00.00%

Source

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