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SVWA
Sarver Vrooman Wealth Advisors Portfolio holdings
AUM
$168M
1-Year Est. Return
7.75%
This Fund
S&P 500
This Quarter
Est. Return
+1.72%
1 Year Est. Return
+7.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$150M
AUM Growth
–
Cap. Flow
+$150M
Cap. Flow
% of AUM
99.56%
Top 10 Holdings %
Top 10 Hldgs %
95.4%
Holding
129
New
129
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$45.8M |
| 2 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
+$43.7M |
| 3 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$42.1M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$3.23M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.89M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 0.89% |
| 2 | Technology | 0.73% |
| 3 | Industrials | 0.55% |
| 4 | Healthcare | 0.53% |
| 5 | Consumer Staples | 0.45% |
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Sarver Vrooman Wealth Advisors's Q1 2025 Portfolio in Review
Q1 2025 is the first quarter with a 13F filing on record for Sarver Vrooman Wealth Advisors, which disclosed 129 positions worth $150M. Its ten largest holdings account for 95% of the portfolio.
Its largest position is Schwab US Dividend Equity ETF: 1,643,805 shares worth $46M.
By sector, the portfolio is most concentrated in Financials at 0.89% of assets, followed by Technology and Industrials.
- Sarver Vrooman Wealth Advisors's largest Q1 2025 buy was Schwab US Dividend Equity ETF: 1,643,805 shares worth $46M.
- Sarver Vrooman Wealth Advisors's ten largest holdings make up 95% of its $150M portfolio in Q1 2025.
- Sarver Vrooman Wealth Advisors disclosed 129 positions in Q1 2025, its first 13F filing on record.
Based on Sarver Vrooman Wealth Advisors's 13F filing for Q1 2025, filed 8 Jul 2025.