Sarver Vrooman Wealth Advisors holds a concentrated book of 145 stocks worth $167.8M as of Q2 2026 (disclosed Jul 2, 2026, a ~2-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.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sarver Vrooman Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $383.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $248.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $113.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $109.9B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $59.9B |
| LPL Financial LLC | 80 / 80 | $46.1B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $34.2B |
| HighTower Advisors, LLC | 80 / 80 | $21.8B |
Ranked by the share of each fund's own book sitting in the names it shares with Sarver Vrooman Wealth Advisors: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2076215/holdings"
Use Arkolith to show Sarver Vrooman Wealth Advisors's latest holdings, largest changes, and filing provenance.
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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.