Sarver Vrooman Wealth Advisors
Top Portfolio Positions
97 positions ·
$6,055,511 total
· as of Jun 30, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,656 | $768,540 | 12.69% | |
| SPY |
Spdr S&P 500 ETF Trust
|
474 | $353,968 | 5.85% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,332 | $264,122 | 4.36% | |
| GD |
General Dynamics Corp
Industrials
|
598 | $211,835 | 3.50% | |
| MSFT |
Microsoft Corp
Technology
|
557 | $207,772 | 3.43% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
1,229 | $177,725 | 2.93% | |
| XOM |
Exxon Mobil Corp
Energy
|
1,285 | $175,685 | 2.90% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
319 | $159,624 | 2.64% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
460 | $150,571 | 2.49% | |
| DELL |
Dell Technologies Inc.
Technology
|
314 | $135,478 | 2.24% |
Portfolio Trend
6 quarters · across all stocks
Holdings in LINK
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084 | 225 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $661 | 225 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $873 | 225 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $1,272 | 150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $754 | 150 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $637 | 150 | Shares | Sole | 2025-07-08 | |
| No 13F history on record for this holder in this stock. | ||||||