Sarver Vrooman Wealth Advisors Q2 2026 Portfolio Activity
This report details observable purchases and sales by Sarver Vrooman Wealth Advisors in their portfolio during the second quarter of 2026.
As of June 30, 2026, Sarver Vrooman Wealth Advisors (Sarver Vrooman Wealth Advisors) managed a portfolio valued at approximately $123.7 million.
Their activity during this quarter included notable changes to several holdings, reflecting adjustments towards specific sectors and asset classes. Significant purchases were observed in corporate bonds maturing in 2029 (IBDU), General Dynamics stock (GD), Nebius Group Class A shares (NBIS), PRO Shares S&P 500 Dividend ETF Units (NOBL), and Schwab US Large-Cap ETF Growth units (SCHG). These additions, often linked to specific investment strategies or outlooks on the respective sectors, increased their portfolio weightings in these areas.
Conversely, Sarver Vrooman Wealth Advisors reduced their position in the INVESCO QQQ Trust ETF Units (QQQ) by 976 units, representing a nearly -99.3% change from the previous quarter and resulting in this holding no longer appearing on the portfolio summary page (QQQ). This exit was one of several observed during the period.
They also continued to hold substantial positions in established fixed-income and dividend-focused ETFs, including ISHares TR IBONDS ETF Dec 2031 Term Corporate (IBDW), Schwab US Dividend Equity ETF (SCHD), Xtrackers MSCI EAFE ETF Equity (DBEF), WisdomTree US Quality Dividend Growth Fund (DGRW), and SPDR S&P 500 ETF (SPY). Adjustments were made to these positions, with increases in IBDW (+1.2%) and DBEF (+1.86%), alongside a small increase in AVLV.
Additionally, the investor purchased shares of American Century U.S. Large Cap Value ETF (AVLV), further diversifying their holdings within large-cap equities (AVLV). They also added exposure to General Dynamics stock and Nebius Group Class A shares, indicating potential interest in defense technology or innovative healthcare/pharma companies.
In terms of sector allocation shifts during Q2 2026, the dominant 'Unknown' category remained significant at nearly $118 million. However, purchases into specific sectors like Technology (via GD) and Communication Services (GD) were noted, although these additions did not significantly alter the overall sector allocation percentages disclosed.