Sarver Vrooman Wealth Advisors
Top Portfolio Positions
95 positions ·
$5,524,805 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,656 | $674,066 | 12.20% |
| SPY |
Spdr S&P 500 Etf Trust
|
474 | $308,261 | 5.58% |
| WMT |
Walmart Inc.
Consumer Defensive
|
2,332 | $289,820 | 5.25% |
| XOM |
Exxon Mobil Corp
Energy
|
1,293 | $219,370 | 3.97% |
| MSFT |
Microsoft Corp
Technology
|
557 | $206,184 | 3.73% |
| BK |
Bank of New York Mellon Corp
Financial Services
|
1,244 | $147,575 | 2.67% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
465 | $136,784 | 2.48% |
| MRK |
Merck & Co., Inc.
Healthcare
|
883 | $106,216 | 1.92% |
| AMGN |
Amgen Inc
Healthcare
|
287 | $100,980 | 1.83% |
| PSX |
Phillips 66
Energy
|
533 | $97,101 | 1.76% |
Portfolio Trend
Holdings in SW
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,373 | 712 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $27,533 | 712 | Shares | Sole | 2026-04-23 | |
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