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Sarver Vrooman Wealth Advisors - Portfolio Stock Holdings

Sarver Vrooman Wealth Advisors disclosed 146 stock positions in a recent SEC 13F filing. $167,237,326 of stock holdings were filed, with the largest holdings including SCHD, IBDW, and IBDZ. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

146

Est. Stock Holding Value:

$167,237,326

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sarver Vrooman Wealth Advisors

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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