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Portfolio (Quarterly) Guide ↗

Sarver Vrooman Wealth Advisors

· CIK 0002076215
13F Portfolio $157M AUM 137 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 9 New 15 Added 67 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORP Technology 230.0 $43K 0.03% NEW $186.50 +17.7%
2 VICI VICI PPTYS INC Real Estate 1,156.0 $33K 0.02% NEW $28.12 +1.0%
3 EPR EPR PPTYS SHS BEN INT Real Estate 250.0 $12K 0.01% NEW $49.89 +17.7%
4 NVO NOVO NORDISK A S ADR Healthcare 100.0 $5K 0.00% NEW $50.88 -12.8%
5 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 20.0 $4K 0.00% NEW $177.75 -22.8%
6 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 68.0 $3K 0.00% NEW $48.57 +73.9%
7 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 70.0 $2K 0.00% NEW $29.27 +14.3%
8 AMD ADVANCED MICRO DEVICES INC Technology 3.0 $642.0 NEW $214.00 +110.1%
9 LUMN LUMEN TECHNOLOGIES INC LA Communication Services 9.0 $70.0 NEW $7.78 +21.4%

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 25.9%
Financial Services 23.0%
Industrials 11.8%
Healthcare 11.0%
Consumer Defensive 8.5%
Consumer Cyclical 7.0%
Energy 7.0%
Communication Services 1.9%
Utilities 1.9%
Basic Materials 1.2%