# Sarver Vrooman Wealth Advisors 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 145 long-equity positions.
> CIK 2076215. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $167.8M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Schwab US Dividend ETF Equity | $53.4M | 31.8% | Added |
| 2 | n/a | Ishares ETF TR Ibonds Dec 2031 Trem Corporate | $46.1M | 27.5% | Added |
| 3 | n/a | Ishares TR Ibonds ETF Dec 2034 Term Corporate | $43.6M | 26.0% | Added |
| 4 | n/a | Wisdomtree US Qual ETF Dividend Growth Fund | $4.6M | 2.7% | Added |
| 5 | n/a | Xtrackers Msci Eafe ETF Equity | $4.3M | 2.6% | Added |
| 6 | n/a | American Centy TR ETF Avantis U S Large Cap Value | $4.1M | 2.4% | Added |
| 7 | n/a | Invesco Self-Indexed ETF FD TR Bulletshares 2030 Mun FD ETF | $854K | 0.5% | Added |
| 8 | n/a | Invesco Exch Traded ETF Self Indexed FD TR Bulletshares 2027 Mun BD | $854K | 0.5% | Added |
| 9 | AAPL | Apple Inc | $807K | 0.5% | Held |
| 10 | n/a | Ishares TR Ibonds ETF Dec 2032 Term Corporate | $538K | 0.3% | Held |

## Latest moves

Bought: Honeywell Aerospace Inc Com, Honeywell Intl Inc Com New, Nebius Grp NV Class A
Sold: Ishares Edge Msci ETF Min Vol USA ETF, Ishares TR ETF Ibonds Dec 2029 Term Corporate, Ishares TR ETF Ibonds Dec 2027 Term Corporate ETF

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/2076215/000207621526000005/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/sarver-vrooman-wealth-advisors-2076215
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._