Arkolith/Funds/Sarver Vrooman Wealth Advisors

Sarver Vrooman Wealth Advisors

Name: Arkolith
Brand: Arkolith

CIK 2076215Wealth platform

Holdings as of Jun 30, 2026·disclosed Jul 2, 2026·~2-day 13F lag·13F-HR

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Sarver Vrooman Wealth Advisors holds a concentrated book of 145 stocks worth $167.8M as of Q2 2026 (disclosed Jul 2, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc Com and trimmed Ishares Msci USA Min Vol Fac. Their largest long position is Schwab US DVD Equity ETF at 32% of the equity book.

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Opened

new positions

Added to

existing

Trimmed

reduced

Sold out

exited

Concentration

Top-heavy: concentrated book

Top 5 holdings

91%

Top 10 holdings

95%

Top 20 holdings

97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified

97%

Information Technology

Financials

Industrials

Health Care

Consumer Discretionary

Energy

Utilities

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought

ISHARESIBONDSDEC2034TMCORPIBDZ
▲+1.6%$676K
ISHARES IBONDS DEC 2031 CORPIBDW
▲+1.2%$546K
SCHWAB US DVD EQUITY ETFSCHD
▲+0.4%$225K
GENERAL DYNAMICS CORPGD
▲+202%$148K
WISDOMTREE U.S. QUALITY DIVIDGRW
▲+2.1%$97K
XTRACKERS MSCI EAFE HEDGED EDBEF
▲+1.9%$79K

Trimmed / exited

DELL TECHNOLOGIES -CDELL
▼−15%$23K
MERCK & CO. INC.MRK
▼−19%$21K
INTUIT INCINTU
▼−27%$7K
QUALCOMM INCQCOM
▼−10%$6K
ZIMMER BIOMET HOLDINGS INCZBH
▼−12%$5K
VICI PROPERTIES INCVICI
▼−12%$5K

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

145 positions

#	Security	Value	Shares	% Port	Last move
1	Schwab US Dividend ETF Equity ETF	$53.4M	1.66M	31.8%	▲+0.4% Added · +7K sh
2	Ishares ETF TR Ibonds Dec 2031 Trem Corporate ETF	$46.1M	2.22M	27.5%	▲+1.2% Added · +26K sh
3	Ishares TR Ibonds ETF Dec 2034 Term Corporate ETF	$43.6M	1.68M	26.0%	▲+1.6% Added · +26K sh
4	Wisdomtree US Qual ETF Dividend Growth Fund ETF	$4.6M	47.9K	2.7%	▲+2.1% Added · +1K sh
5	Xtrackers Msci Eafe ETF Equity ETF	$4.3M	78.3K	2.6%	▲+1.9% Added · +1K sh
6	American Centy TR ETF Avantis U S Large Cap Value ETF	$4.1M	45.0K	2.4%	▲+1.4% Added · +613 sh
7	Invesco Self-Indexed ETF FD TR Bulletshares 2030 Mun FD ETF ETF	$854K	39.0K	0.5%	▲+0.2% Added · +77 sh
8	Invesco Exch Traded ETF Self Indexed FD TR Bulletshares 2027 Mun BD ETF	$854K	36.1K	0.5%	▲+0.2% Added · +72 sh
9	Apple Inc Stock	$807K	2.7K	0.5%	—Held
10	Ishares TR Ibonds ETF Dec 2032 Term Corporate ETF	$538K	21.5K	0.3%	—Held
11	State Street SPDR ETF S&P 500 ETF	$356K	474	0.2%	—Held
12	Ishares Edge Msci ETF Min Vol USA ETF ETF	$333K	3.4K	0.2%	▼−1.0% Reduced · −36 sh
13	Ishares TR ETF Ibonds Dec 2029 Term Corporate ETF	$318K	13.8K	0.2%	▼−0.1% Reduced · −12 sh
14	Ishares TR ETF Ibonds Dec 2027 Term Corporate ETF ETF	$294K	12.2K	0.2%	▼−0.1% Reduced · −17 sh
15	Ishares TR ETF Ibonds Dec 2028 Term Corporate ETF	$293K	11.7K	0.2%	—Held
16	Ishares TR ETF Ibonds Dec 2030 Term Corporate ETF ETF	$259K	11.9K	0.2%	—Held
17	Ishares TR ETF Ibonds Dec 2035 Term Corp ETF	$258K	10.1K	0.2%	—Held
18	Walmart Inc Stock	$257K	2.3K	0.2%	—Held
19	Ishares TR Ibonds ETF Dec 2033 Term Corp ETF	$257K	10.0K	0.2%	—Held
20	Genl Dynamics Corp Stock	$221K	598	0.1%	▲+202% Added · +400 sh
21	Microsoft Corp Stock	$216K	557	0.1%	—Held
22	Invesco TR ETF S&P 500 Quality ETF	$191K	2.1K	0.1%	▲+0.7% Added · +14 sh
23	Invesco TR II ETF S&P 500 Momentum ETF	$189K	1.2K	0.1%	—Held
24	Bank New York Mellon Corp Stock	$182K	1.2K	0.1%	▼−1.2% Reduced · −15 sh
25	Exxon Mobil Corp Stock	$178K	1.3K	0.1%	▼−0.6% Reduced · −8 sh
26	Berkshire Hathaway Inc Series B New Stock	$161K	319	0.1%	—Held
27	JPMorgan Chase & Co Stock	$154K	460	0.1%	▼−1.1% Reduced · −5 sh
28	Invesco S&P Midcap ETF Quality ETF	$133K	1.2K	0.1%	▲+1.0% Added · +12 sh
29	Dell Technologies Inc CL C Stock	$131K	314	0.1%	▼−15% Reduced · −55 sh
30	Amgen Inc Stock	$105K	284	0.1%	▼−1.0% Reduced · −3 sh
31	Johnson & Johnson Stock	$98K	381	0.1%	▼−1.6% Reduced · −6 sh
32	Phillips 66 Stock	$95K	533	0.1%	—Held
33	Cisco Systems Inc Stock	$94K	812	0.1%	—Held
34	Oneok Inc New Stock	$93K	1.1K	0.1%	—Held
35	Merck & Co Inc New Stock	$92K	719	0.1%	▼−19% Reduced · −164 sh
36	Corteva Inc Stock	$80K	954	0.0%	—Held
37	Gilead Sciences Inc Stock	$79K	613	0.0%	—Held
38	BlackRock Inc Com New Stock	$75K	75	0.0%	—Held
39	Invesco Exchange ETF Traded Self Indxd FD TR BLLTSHRS 2031 CRPT BD ETF	$74K	4.5K	0.0%	—Held
40	Ishares TR ETF Ibonds Dec 2026 Term Corp ETF	$73K	3.0K	0.0%	—Held
41	Waste Mgmt Inc Del Stock	$71K	317	0.0%	—Held
42	McDonalds Corp Stock	$66K	244	0.0%	—Held
43	Invesco Exch TRD ETF Self Indxd FD TR Bulletshrs 2029 Corp BD ETF	$63K	3.4K	0.0%	—Held
44	Invesco Exchange ETF Traded Self Indexed FD Bulletshares 2027 Corp ETF	$63K	3.2K	0.0%	—Held
45	Invesco Exchange ETF Traded Self Indexed Bulletshares 2028 Corp ETF	$63K	3.1K	0.0%	—Held
46	Automatic Data Processing Stock	$63K	264	0.0%	—Held
47	Invesco Exchange ETF Traded Self Indexed FD Bulletshares 2026 ETF	$63K	3.2K	0.0%	—Held
48	Illinois Tool Works Inc Stock	$61K	226	0.0%	—Held
49	Dover Corp Common Stock	$61K	283	0.0%	—Held
50	Invesco Self Indexed ETF FD Bulletshares 2030 Corporate BD ETF	$61K	3.6K	0.0%	—Held

Showing 50 of 145 positions

Filing history

As-of date vs the date the SEC received each filing

Quarter	As of	Filed	Positions	Value	Form
Q2 2026	Jun 30, 2026	Jul 2, 2026	145	$167.8M	13F-HR
Q1 2026	Mar 31, 2026	Apr 15, 2026	138	$162.4M	13F-HR
Q4 2025	Dec 31, 2025	Apr 23, 2026	137	$157.3M	13F-HR/A
Q3 2025	Sep 30, 2025	Oct 23, 2025	130	$155.6M	13F-HR
Q2 2025	Jun 30, 2025	Jul 9, 2025	129	$150.5M	13F-HR
Q1 2025	Mar 31, 2025	Jul 8, 2025	129	$150.3M	13F-HR

Amended / restated

Q4 2025 · filed Feb 10, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.