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Jessica Estes

Sarver Vrooman Wealth Advisors

Assets Managed
$167.773M
Holdings
145
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
3.34%(2Q avg: -2.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sarver Vrooman Wealth Advisors's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Sarver Vrooman Wealth Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 167.773M in assets, with a quarterly growth rate of 3.34% and a 2-quarter average growth rate of -2.03%. The portfolio is managed by Jessica Estes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.43%
31.83%
$53.388M
1.661M shares@ $32.15 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 1.2%
27.49%
$46.109M
2.22M shares@ $20.77 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Increased 1.58%
25.98%
$43.581M
1.681M shares@ $25.93 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 2.15%
2.75%
$4.609M
47,915 shares@ $96.2 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Increased 1.86%
2.57%
$4.312M
78,314 shares@ $55.06 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 1.39%
2.45%
$4.106M
44,966 shares@ $91.32 avg price
BSMU
Invesco Bulletshares 2030 Mb
Recent Activity
Increased 0.2%
0.51%
$853,973
39,012 shares@ $21.9 avg price
BSMR
Invesco Bulletshares 2027 Mb
Recent Activity
Increased 0.2%
0.51%
$853,802
36,117 shares@ $23.64 avg price
AAPL
Apple Inc
Recent Activity
0.49%
$807,025
2,656 shares@ $303.85 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
0.33%
$538,314
21,462 shares@ $25.09 avg price

1-10 of 145