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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
Page 4 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMERICA CORP Financial Services 914.0 $50K 0.03% -23.0 -2.5% $55.00 -6.4%
62 CVX CHEVRON CORPORATION Energy 325.0 $50K 0.03% -6.0 -1.8% $152.41 +25.3%
63 PEP PEPSICO INCORPORATED Consumer Defensive 345.0 $50K 0.03% -128.0 -27.1% $143.52 +3.7%
64 PNC PNC FINANCIAL SERVICES GROUP Financial Services 235.0 $49K 0.03% -142.0 -37.7% $208.73 +3.9%
65 MRSH MARSH Financial Services 262.0 $49K 0.03% -7.0 -2.6% $185.52 -11.0%
66 URI UNITED RENTALS INC Industrials 58.0 $47K 0.03% -37.0 -39.0% $809.33 +15.7%
67 DELL DELL TECHNOLOGIES INC CL C Technology 368.0 $46K 0.03% -224.0 -37.8% $125.88 +100.9%
68 PHM PULTE GROUP INC Consumer Cyclical 389.0 $46K 0.03% -235.0 -37.7% $117.26 -0.9%
69 QCOM QUALCOMM INC Technology 265.0 $45K 0.03% -161.0 -37.8% $171.05 +18.4%
70 IBM INTERNATIONAL BUSINESS MACHINE CORP Technology 152.0 $45K 0.03% -5.0 -3.2% $296.21 -14.6%
71 EXEL EXELIXIS INC Healthcare 1,017.0 $45K 0.03% -612.0 -37.6% $43.83 +13.3%
72 LMT LOCKHEED MARTIN CORP Industrials 92.0 $44K 0.03% -3.0 -3.2% $483.67 +8.1%
73 GE GE AEROSPACE NEW Industrials 143.0 $44K 0.03% -4.0 -2.7% $308.03 -2.0%
74 PG PROCTER & GAMBLE CO Consumer Defensive 304.0 $44K 0.03% -9.0 -2.9% $143.31 -0.6%
75 RNR RENAISSANCE RE HOLDING LTD Financial Services 153.0 $43K 0.03% -93.0 -37.8% $281.16 +7.8%
76 HIG HARTFORD INSURANCE GROUP INC Financial Services 312.0 $43K 0.03% -189.0 -37.7% $137.80 -1.3%
77 NVDA NVIDIA CORP Technology 230.0 $43K 0.03% NEW $186.50 +17.7%
78 MDT MEDTRONIC PLC Healthcare 445.0 $43K 0.03% -269.0 -37.7% $96.06 -18.6%
79 TRV TRAVELERS COS INC/ THE Financial Services 145.0 $42K 0.03% -89.0 -38.0% $290.06 +5.8%
80 APOS APOLLO GLOBAL MGMT INC NEW Financial Services 288.0 $42K 0.03% -174.0 -37.7% $144.76 -81.9%
Page 4 of 7  ·  137 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 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%