Sarver Vrooman Wealth Advisors Q3 2026 Portfolio Changes
Sarver Vrooman Wealth Advisors made notable changes to its portfolio holdings during the quarter ending September 30, 2026, including significant purchases and sales of various ETFs and individual stocks.
During the quarter ending September 30, 2026, Sarver Vrooman Wealth Advisors, a prominent investment firm, observed notable changes in its portfolio holdings. The firm increased its positions in several holdings, including the iShares iBoxx Investment Grade Corporate Dec 2031 Term Corporate Bond ETF (IBDW) and iShares iBoxx Investment Grade Corporate Dec 2026 Term Bond ETF (IBDU), among others. These changes reflect strategic adjustments in the portfolio, potentially influenced by market conditions or investment strategies. The portfolio now includes new positions in VIG and BRK-B, indicating a shift towards dividend-focused and high-growth sectors.
Key purchases this quarter include the iShares Core S&P Small Cap Value ETF (AVUV) with a 14.1% increase, and the iShares MSCI World Minimum Volatility ETF (AVUV) with a 14.1% increase. The firm also added to its positions in the iShares iBoxx iBoxx Investment Grade Corporate Dec 2026 Term Corporate Bond ETF (IBDZ) and iShares iBoxx iBoxx Investment Grade Corporate Dec 2028 Term Corporate Bond ETF (DBEF), both part of the bond market segment. These additions suggest a continued focus on fixed income and international equities, respectively.
Additionally, the firm purchased shares in the Schwab U.S. Total Market Dividend Equity ETF (SCHD) and iShares iBoxx Investment Grade Bonds Dec 2026 Term ETF (IBDU) with smaller increases, indicating ongoing interest in dividend-focused strategies and corporate bonds. The momentum ETF saw a substantial increase, with the iShares Core S&P Small Cap Value Factor ETF (SPMO) adding 62.34% to its position, while the tech giant NVIDIA Corporation (NVDA) saw a massive 94.74% increase, suggesting strong confidence in the technology sector. The firm also bought more of the Vanguard Dividend Appreciation ETF (VIG) and Bank of America Corp. (BAC), with a significant 66.74% increase, and Berkshire Hathaway Inc. (BRK-B), adding 64.26% to its position.
On the other hand, the only sale observed was in the iShares iBoxx iBoxx Investment Grade Corporate Dec 2026 Term Corporate Bond ETF (IBDR), which saw a reduction of 27.78% in shares. This reduction might indicate a strategic exit from short-term bonds. No other significant sales were disclosed during the quarter.
Overall, the portfolio shows a strong emphasis on diversification, with the top holdings including major ETFs like SCHD, IBDW, and IBDZ, which together account for a significant portion of the portfolio. The investor's focus on these changes suggests a balanced approach to market growth and risk management. For more detailed information, visit Sarver Vrooman Wealth Advisors or explore individual holdings like BRK-B, NVDA, and BAC.