Long-term investor
Sarver Vrooman Wealth Advisors @sarvervroomanwealthadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002076215).
Record
- Tracked since 2025-06-30 (459 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +2.5% · 1 year -5.9% · all -5.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524797 · 32.4% · long · since 2025-09-30
- 46436E486 · 26.7% · long · since 2025-09-30
- 46438G653 · 24.9% · long · since 2025-09-30
- 97717X669 · 3.1% · long · since 2025-09-30
- 233051200 · 2.9% · long · since 2025-09-30
- 025072349 · 2.7% · long · since 2026-03-31
- AAPL · 0.5% · long · since 2025-09-30
- 46138J494 · 0.5% · long · since 2025-09-30
- 46138J445 · 0.5% · long · since 2025-09-30
- 46436E312 · 0.3% · long · since 2025-09-30
- 78462F103 · 0.2% · long · since 2025-09-30
- 46436E205 · 0.2% · long · since 2025-09-30