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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SOLS SOLSTICE ADVANCED MATLS INC COM Basic Materials 68.0 $3K 0.00% NEW $48.57 +73.9%
122 AOR ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION 33.0 $2K 0.00% $65.00 +5.7%
123 SMCI SUPER MICRO COMPUTER INC COM NEW Technology 70.0 $2K 0.00% NEW $29.27 +14.3%
124 MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY 24.0 $1K 0.00% $50.58
125 KTOS KRATOS DEFENSE AND SECURITY SOLUTIONS Industrials 15.0 $1K 0.00% $75.93 -28.0%
126 SOFI SOFI TECHNOLOGIES INC Financial Services 40.0 $1K 0.00% $26.18 -40.1%
127 LINK INTERLINK ELECTRONICS INC Technology 225.0 $873.0 0.00% +75.0 +50.0% $3.88 +21.4%
128 UBER UBER TECHNOLOGIES INC Technology 9.0 $735.0 $81.67 -8.7%
129 AMD ADVANCED MICRO DEVICES INC Technology 3.0 $642.0 NEW $214.00 +110.1%
130 KGC KINROSS GOLD CORP (NEW) NO PAR Basic Materials 20.0 $563.0 $28.15 +1.8%
131 WFC WELLS FARGO & CO NEW Financial Services 5.0 $466.0 $93.20 -18.7%
132 DKNG DRAFTKINGS INC NEW CL A Consumer Cyclical 10.0 $345.0 $34.50 -26.4%
133 GXC SPDR S&P CHINA ETF 3.0 $290.0 $96.67 -3.0%
134 KR KROGER COMPANY COMMON Consumer Defensive 3.0 $187.0 $62.33 +7.6%
135 VGK VANGUARD FTSE ETF EUROPEAN 1.0 $84.0 $84.00 +5.7%
136 LUMN LUMEN TECHNOLOGIES INC LA Communication Services 9.0 $70.0 NEW $7.78 +21.4%
137 URGENT.LY INC NEW 1.0 $3.0 $3.00
Page 7 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%