Sign In
test

Jessica Estes

Sarver Vrooman Wealth Advisors

Assets Managed
$162.353M
Holdings
138
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
-7.41%(2Q avg: 2.65%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sarver Vrooman Wealth Advisors's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 138 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 162.353M in assets, with a quarterly growth rate of -7.41% and a 2-quarter average growth rate of 2.65%. The portfolio is managed by Jessica Estes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -5.35%
31.26%
$50.748M
1.654M shares@ $30.68 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Decreased -5.27%
28.29%
$45.924M
2.194M shares@ $20.93 avg price
IBDZ
Isharesibondsdec2034tmcorp
Recent Activity
Increased 7753.53%
26.57%
$43.129M
1.655M shares@ $26.06 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Decreased -3.88%
2.54%
$4.121M
46,910 shares@ $87.84 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
Decreased -4.19%
2.34%
$3.798M
76,887 shares@ $49.41 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
New Position
2.21%
$3.575M
44,353 shares@ $80.61 avg price
BSMR
Invesco Bulletshares 2027 Mb
Recent Activity
Increased 0.33%
0.53%
$852,608
36,045 shares@ $23.66 avg price
BSMU
Invesco Bulletshares 2030 Mb
Recent Activity
Increased 0.32%
0.53%
$849,305
38,935 shares@ $21.82 avg price
AAPL
Apple Inc
Recent Activity
Decreased -22.67%
0.42%
$674,066
2,656 shares@ $253.79 avg price
IBDX
Ishares Ibonds Dec 2032 Tc
Recent Activity
Increased 4.01%
0.34%
$542,345
21,462 shares@ $25.28 avg price

1-10 of 138