Sarver Vrooman Wealth Advisors has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 142 distinct positions held by the firm during the reported quarter.
The portfolio is diversified across various sectors, including technology, healthcare, and financial services. Major holdings include Apple Inc., with 884,501 shares; Microsoft Corporation, holding 183,105 shares; and NVIDIA Corporation, with 126,751 shares. Other notable positions include Johnson & Johnson (100,866 shares), Visa Inc. (not listed in the summary table but present in the filing header context), and UnitedHealth Group (not listed in the summary table but present in the filing header context).
The firm also holds significant positions in exchange-traded funds (ETFs), including the Schwab U.S. Dividend Equity ETF with 55,125,701 shares and the iShares Core S&P 500 ETF with 361,487 shares. Additionally, Sarver Vrooman holds various bond ETFs, such as the iShares Core U.S. Aggregate Bond ETF with 4,233,490,200 shares.
The filing was signed by Jessica Estes, Chief Operating Officer, on October 1, 2026. The firm's address is listed as 9237 Ward Parkway, Suite 320, Kansas City, MO 64114.
