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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sarver Vrooman Wealth Advisors

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002069335-26-000001

Total Value
$175.3M
Positions
263
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (263)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE46436E4862,316,263$49.0M27.94%
2SCHWAB US DIVIDEND ETF EQUITY8085247971,747,762$47.9M27.34%
3ISHARES TR ETF IBONDS DEC 2026 TERM CORP46435GAA01,854,991$44.9M25.63%
4WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUNDWT48,806$4.4M2.49%
5XTRACKERS MSCI EAFE ETF EQUITY23305120080,253$3.9M2.20%
6ISHARES EDGE MSCI ETF MIN VOL USA ETF46429B69738,989$3.7M2.09%
7MICROSOFT CORPMSFT2,606$1.3M0.72%
8PALANTIR TECHNOLOGIES INC CL APLTR6,377$1.1M0.65%
9APPLE INCAAPL3,435$933,7450.53%
10SPDR S&P 500 TRUST ETFSPY1,259$858,2630.49%
11INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETFIVZ38,812$854,8340.49%
12INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BDIVZ35,930$850,2910.48%
13INVESCO QQQ TR ETF UNIT SER 1IVZ983$604,0280.34%
14NVIDIA CORPNVDA3,100$578,1530.33%
15ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE46438G65321,073$555,6950.32%
16ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE46436E31220,636$526,8370.30%
17FIDELITY NASDAQ ETF COMPOSITE INDEX3159128085,027$459,4680.26%
18WALMART INCWMT4,100$456,7810.26%
19INVESCO TR II ETF S&P 500 MOMENTUMIVZ3,208$382,7220.22%
20SPDR DOW JONES INDL ETF AVERAGE ETF TR78467X109786$377,7280.22%
21ELI LILLY & COLLY350$376,1380.21%
22MICRON TECHNOLOGY INCMU1,145$326,7940.19%
23HONEYWELL INTERNATIONAL INC4385161061,632$318,4220.18%
24ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE46436E20512,867$301,1520.17%
25BERKSHIRE HATHAWAY INC SERIES B NEWBRK-A577$290,0290.17%
26ROCHE HOLDINGS LTD ADR7711951045,560$286,7290.16%
27ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE46435U51510,825$275,5500.16%
28ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF46435UAA911,324$274,9470.16%
29TAIWAN SEMICONDUCTOR MFG CO LTD ADR874039100897$272,5890.16%
30ISHARES TR ETF IBONDS DEC 2035 TERM CORP46438G37210,124$262,6170.15%
31ISHARES TR IBONDS ETF DEC 2033 TERM CORP46436E13010,031$262,2100.15%
32ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF46436E72610,958$241,8430.14%
33ORACLE CORPORATIONORCL-PD1,127$219,6640.13%
34INVESCO TR ETF S&P 500 QUALITYIVZ2,540$190,6270.11%
35JPMORGAN CHASE & COVYLD590$190,1790.11%
36AMAZON COM INCAMZN765$176,5770.10%
37EXXON MOBIL CORPXOM1,462$175,9220.10%
38ALPHABET INC NON VOTING CAP STK CL CGOOG534$167,5690.10%
39DELL TECHNOLOGIES INC CL CDELL1,240$156,0910.09%
40O'REILLY AUTOMOTIVE INC NEW67103H1071,575$143,6560.08%
41JOHNSON & JOHNSONJNJ632$130,8300.07%
42CITIGROUP INC NEWC-PR1,100$128,3590.07%
43COSTCO WHSL CORP NEW COM22160K105146$125,9020.07%
44AMETEK INC NEWAME611$125,4440.07%
45META PLATFORMS INC CLASS AMETA189$124,8190.07%
46CAPITAL ONE FINANCIAL CORP14040H105492$119,2410.07%
47AMGEN INCAMGN362$118,4890.07%
48INVESCO TR II ETF S&P SR LNIVZ5,515$115,8150.07%
49GILEAD SCIENCES INCGILD913$112,0620.06%
50INVESCO S&P MIDCAP ETF QUALITYIVZ1,067$109,2820.06%
51MERCK & CO INC NEWMRK962$101,2600.06%
52BANK NEW YORK MELLON CORP064058100871$101,1140.06%
53ONEOK INC NEWOKE1,367$100,4750.06%
54SUPER MICRO COMPUTER INC COM NEWSMCI3,005$87,9560.05%
55INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BDIVZ5,176$87,5780.05%
56BANK OF AMERICA CORP0605051041,524$83,8200.05%
57PHILLIPS 66PSX633$81,6820.05%
58INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORPIVZ3,919$80,7310.05%
59INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORPIVZ4,070$80,3420.05%
60INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026IVZ4,103$80,3160.05%
61BLACKROCK INC COM NEWBLK75$80,2760.05%
62INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BDIVZ4,244$79,9360.05%
63GREAT SOUTHERN BANCORP INC3909051071,250$76,9500.04%
64T-MOBILE US INCTMUSZ370$75,1210.04%
65MCDONALDS CORPMCD244$74,5740.04%
66WASTE MGMT INC DEL94106L109317$69,6480.04%
67BROADCOM INCAVGO200$69,2200.04%
68EXPEDIA INCEXPE242$68,5610.04%
69AUTOMATIC DATA PROCESSINGADP264$67,9090.04%
70GENERAL MOTORS CO37045V100830$67,4960.04%
71GENL DYNAMICS CORPGD198$66,6590.04%
72SKYBRIDGE OPPORTUNITY FUND LLC SERIES G83083W10563$65,9380.04%
733M COMMM400$64,0400.04%
74CORTEVA INCCTVA954$63,9470.04%
75INTUIT INCINTU95$62,9300.04%
76INVESCO S&P MIDCAP ETF VALUE WITH MOMENTUMIVZ980$62,8770.04%
77CISCO SYSTEMS INCCSCO812$62,5480.04%
78PROCTER & GAMBLE CO742718109419$59,9880.03%
79ALLSTATE CORPALL-PJ282$58,6980.03%
80QUANTUM COMPUTING INCQUBT5,711$58,5950.03%
81STATE STR CORPSTT-PG453$58,4420.03%
82ALTRIA GROUP INCMO992$57,1990.03%
83JOHNSON CTLS INTL PLCG51502105470$56,2830.03%
84ILLINOIS TOOL WORKS INC452308109226$55,6640.03%
85DOVER CORP COMMONDOV283$55,2530.03%
86STELLANTIS N V SHSSTLA4,817$52,4570.03%
87ROYAL CARIBBEAN CRUISES LTD NORWAYV7780T103188$52,4370.03%
88AMERICAN EXPRESS COMPANYAXP140$51,7930.03%
89NEXTERA ENERGY INCNEE-PW644$51,7000.03%
90APPLIED MATERIALS INC038222105200$51,3980.03%
91PROSHARES S&P 500 ETF DIVIDEND A74348A467489$50,8900.03%
92FEDEX CORPORATIONFDX175$50,5510.03%
93CHEVRON CORPORATIONCVX325$49,5330.03%
94PEPSICO INCORPORATEDPEP345$49,5140.03%
95PNC FINANCIAL SERVICES GROUP693475105235$49,0520.03%
96MARSH571748102262$48,6060.03%
97UNITED RENTALS INCURI58$46,9410.03%
98PARK NATIONAL CORP700658107300$45,6540.03%
99PULTE GROUP INC745867101389$45,6140.03%
100INTERNATIONAL BUSINESS MACHINE CORPINTR153$45,3770.03%
101QUALCOMM INCQCOM265$45,3280.03%
102NAVITAS SEMICONDUCTOR CORPNVTS6,329$45,1890.03%
103EXELIXIS INCEXEL1,017$44,5750.03%
104LOCKHEED MARTIN CORPLMT92$44,4980.03%
105NORTHROP GRUMMAN CORP NEWNOC78$44,4760.03%
106GE AEROSPACE NEW369604301143$44,0480.03%
107RENAISSANCE RE HOLDING LTDRNR-PG153$43,0170.02%
108HARTFORD INSURANCE GROUP INCHIG-PG312$42,9940.02%
109MEDTRONIC PLCMDT445$42,7470.02%
110TRAVELERS COS INC/ THETRV145$42,0590.02%
111APOLLO GLOBAL MGMT INC NEW03769M106288$41,6910.02%
112BRISTOL MYERS SQUIBB COCELG-RI739$39,8620.02%
113CHUBB LTDCB127$39,6390.02%
114AMERICAN FINL GROUP INC OHIO025932104289$39,5010.02%
115MCKESSON CORPORATIONMCK48$39,3740.02%
116INVESCO S&P 500 GARP ETFIVZ334$38,0290.02%
117BERKLEY W R CORPORATIONWRB-PH539$37,7950.02%
118TESLA INCTSLA83$37,3270.02%
119ENTERGY CORP NEWENO400$36,9720.02%
120QUEST DIAGNOSTICS INCDGX213$36,9620.02%
121DEERE & CODE76$35,3830.02%
122CORPAY INC INCCPAY116$34,9080.02%
123PROSHARES S&P 500 ETF HIGH74347G242743$33,9190.02%
124ZIMMER BIOMET HOLDINGS INCZBH375$33,7200.02%
125STARBUCKS CORPSBUX400$33,6840.02%
126VICI PPTYS INC9256521091,156$32,5070.02%
127COMCAST CORP NEW CL ACCZ1,072$32,0420.02%
128ISHARES ETF S&P 10046428710193$31,9750.02%
129ENERGY TRANSFER LPET-PI1,920$31,6610.02%
130ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD46438G3561,220$31,6590.02%
131ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD46438G6871,210$31,5330.02%
132AKAMAI TECH INCAKAM350$30,5380.02%
133CHECK POINT SOFTWARE TECH LTDM22465104163$30,2460.02%
134I SHARES SILVER TR ETFSLV466$30,0200.02%
135INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BONDIVZ1,328$29,2160.02%
136VERIZON COMMUNICATIONS COMVZ707$28,7830.02%
137GENUINE PARTS CO COMGPC233$28,6500.02%
138INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BDIVZ1,227$28,6380.02%
139HOME DEPOT INCHD82$28,2160.02%
140ENBRIDGE INCENNPF586$28,0280.02%
141SMURFIT WESTROCK PLC SHSSW712$27,5330.02%
142ADVANCED MICRO DEVICES INCAMD128$27,4120.02%
143INVESCO TR II ETF TAXABLE MUN BDIVZ974$26,4930.02%
144INVESCO TR II ETF INTL BUYBACK ACHIEVERSIVZ463$25,7300.01%
145AMERICAN ELECTRIC POWER INC025537101223$25,7140.01%
146AT & T INCT-PC1,032$25,6240.01%
147CALAMOS TR S&P 500 ETF STRUCTURED ALT PROTECTION FEBRUARY12811T7791,000$25,5900.01%
148AMEREN CORPAEE254$25,3640.01%
149UNITEDHEALTH GROUP INCUNH75$24,7470.01%
150VERTIV HOLDINGS LLC CL AVRT144$23,3420.01%
151SNOWFLAKE INC CL ASNOW100$21,9360.01%
152BOEING COBA-PA100$21,7120.01%
153AUTOZONE INCAZO6$20,3490.01%
154LEMONADE INCLMND281$20,0020.01%
155SOLSTICE ADVANCED MATLS INC COM83443Q103405$19,6650.01%
156TRUIST FINL CORP89832Q109375$18,4540.01%
157TARGET CORPTGT180$17,5950.01%
158SANOFI ADRSNYNF362$17,5290.01%
159ASML HOLDING NV NY REGISTRY SHS NEW 2012ASMLF14$15,0780.01%
160EVERGY INCEVRG202$14,6430.01%
161INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRPIVZ645$14,5860.01%
162MAGNITE INCMGNI861$13,9740.01%
163INVESCO ETF FINL PFDIVZ955$13,5040.01%
164SHOPIFY INC CL ASHOP80$12,8780.01%
165EPR PPTYS SHS BEN INT26884U109250$12,4730.01%
166T ROWE PRICE GROUP INCTROW122$12,4390.01%
167CRISPR THERAPEUTICS AG NAMEN-AKTCRSP235$12,3230.01%
168NIOCORP DEVS LTD COM NEW6544846092,173$11,5170.01%
169FISERV INCFISV171$11,4860.01%
170JPMORGAN EQUITY TR ETF PREMIUM INCOME FD46641Q332200$11,4480.01%
171REALTY INCOME CORP REITO200$11,2740.01%
172ZION OIL & GAS INCZNOGW51,898$11,2150.01%
173STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES78464A359116$10,3330.01%
174SOFI TECHNOLOGIES INCSOFI390$10,2100.01%
175BITMINE IMMERSION TECHNOLOGIES INC NEW09175A206375$10,1810.01%
176INVESCO TR II ETF S&P INTL DEV QUALITYIVZ284$9,9830.01%
177APPIAN CORP CLASS AAPPN281$9,9530.01%
178SOUNDHOUND AI INC CL ASOUNW998$9,9500.01%
179ZSCALER INCZS44$9,8960.01%
180SHELL PLC ADR SPONSORED REPSTG ORD SHRYDAF134$9,8610.01%
181WELLS FARGO & CO NEW949746101105$9,7860.01%
182CLOVER HEALTH INVESTMENTS CORP CL ACLOV4,034$9,4800.01%
183PALO ALTO NETWORKSPANW51$9,3940.01%
18410X GENOMICS INC CL ATXG566$9,2310.01%
185BP PLC SPONS ADRBPPFF261$9,0650.01%
186STATE STREET SPDR ETF S&P DIVIDEND78464A76364$8,8740.01%
187VANGUARD RUSSELL ETF 1000 GROWTH92206C68067$8,1570.00%
188INTEL CORPINTC200$7,3800.00%
189ROKU INCROKU67$7,2690.00%
190WEYERHAEUSER COWY300$7,1070.00%
191INVESCO S&P MIDCAP ETF MOMENTUMIVZ51$7,0610.00%
192NORTHWEST NATURAL HOLDING CO66765N105150$7,0110.00%
193BOEING CO DEP CONV PFD ABA-PA100$6,9060.00%
194WALT DISNEY COMPANY25468710659$6,7100.00%
195WARNER BROS DISCOVERY INC SER AWBD224$6,4560.00%
196CATERPILLAR INCCAT10$5,7290.00%
197VANGUARD MEGA CAP ETF92191087322$5,5260.00%
198BAYER AG SPONSORED ADR072730302489$5,2910.00%
199NOVO NORDISK A S ADRNONOF100$5,0880.00%
200JANUS DETROIT STR TR ETF JANUS HENDERSON AAA CLO47103U845100$5,0580.00%
201FIVERR INTL LTD ORD SHSM4R82T106246$4,8610.00%
202INVESCO TR II ETF PFDIVZ430$4,8330.00%
203AMC ENTMT HLDGS INC CL A NEW00165C3022,948$4,5990.00%
204KRISPY KREME INCDNUT1,126$4,5270.00%
205MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITYMS-PQ79$4,2970.00%
206OCCIDENTAL PETE CORP674599105100$4,1120.00%
207ALLIANCEBERNSTEIN HLDG LP LTD PARTNERSHIP INTERESTS01881G106100$3,8480.00%
208LISTED FDS TR ETF ROUNDHILL MAGNIFICENT SEVEN ET53656G49846$3,0340.00%
209CITIZENS FINANCIAL GRP INCCIA50$2,9210.00%
210RBB FD INC ETF MOTLEY FOOL 100 INDEX74933W60138$2,7270.00%
211FASTLY INC CL AFSLY267$2,7180.00%
212US BANCORP NEWUSB-PS50$2,6680.00%
213CALAMOS TR NASDAQ ETF 100 STRUCTURED ALT PROTN MARCH12811T845100$2,6020.00%
214CURIOSITYSTREAM INC NEW CL ACURI680$2,5840.00%
215AGORA INC ADS ADRAPI585$2,3810.00%
216FREEPORT-MCMORAN INC CLASS BFCX44$2,2350.00%
217ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION46428986733$2,1450.00%
218ELECTRONIC ARTS INCEA10$2,0450.00%
219COMPASS PATHWAYS PLC ADR SPONSORED ADS REPSTG SHSCMPS290$2,0010.00%
220ZOOM COMMUNICATIONS INC CL AZM23$1,9850.00%
221SOLVENTUM CORPSOLV25$1,9810.00%
222HUBSPOT INCHUBS4$1,6050.00%
223PINTEREST INC CL APINS58$1,5020.00%
224TRUMP MEDIA & TECHNOLOGY GROUP CORPDJTWW100$1,3240.00%
225BOSTON OMAHA CORPBOC106$1,3110.00%
226MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITYMS-PQ24$1,2140.00%
227LIVE OAK BANCSHARES INCLOB-PA34$1,1680.00%
228KRATOS DEFENSE AND SECURITY SOLUTIONS50077B20715$1,1390.00%
229WISDOMTREE BITCOIN ETF FD SHS BEN INTWT11$1,0190.00%
230HCA HEALTHCARE INCHCA2$9340.00%
231BANDWIDTH INC CLASS ABAND60$9270.00%
232INTERLINK ELECTRONICS INCINTR225$8730.00%
233NOBLE CORP PLC WTS EXP 02/04/28 TO SUB FOR ORD 1NE-WT46$8050.00%
234UBER TECHNOLOGIES INCUBER9$7350.00%
235ETSY INCETSY12$6650.00%
236LUCID GROUP INC NEWLCID61$6450.00%
237KINROSS GOLD CORP (NEW) NO PARKGCRF20$5630.00%
238NOBLE CORP PLC WTS EXP 02/04/28 TO SUB FOR ORD 2NE-WT46$3830.00%
239DRAFTKINGS INC NEW CL ADKNG10$3450.00%
240OPENDOOR TECHNOLOGIES INCOPENZ55$3210.00%
241NOBLE CORP PLC CLASS ANE-WT11$3110.00%
242ADTALEM GLOBAL ED INCADT3$3100.00%
243SPDR S&P CHINA ETF78463X4003$2900.00%
244EDITAS MEDICINE INCEDIT100$2050.00%
245KROGER COMPANY COMMONKR3$1870.00%
246SKILLZ INC CL A NEWSKLZ40$1720.00%
247VANGUARD FTSE ETF EUROPEAN9220428741$840.00%
248LUMEN TECHNOLOGIES INC LALUMN9$700.00%
249SEVEN & I HOLDINGS ADR81783H1054$580.00%
250BATH & BODY WKS INCBBWI2$400.00%
251URGENT.LY INC NEW9169312078$230.00%
252HERON THERAPEUTICS INCHRTX1$10.00%
253OPENDOOR TECHNOLOGIESWTS EXP 11/20/26 INC SER KOPENZ1$10.00%
254FIRST REPUBLIC BANK SAN FRANCISCO CALIF33616C100615$10.00%
255OPENDOOR TECHNOLOGIESWTS EXP 11/20/26 INC SER AOPENZ1$10.00%
256FOVEA JEWELRY HOLDINGXXX LTD NEW35113E208100$00.00%
257AKOUSTIS TECHNOLOGIES INC00973N1021,000$00.00%
258MINERCO INC XXX603171109288$00.00%
259PERSHING SQUARE ESC ESCROW TNTN HLDNGS CL A715ESC018828$00.00%
260SAN GOLD CORPORATION79780P10412,534$00.00%
261UNITED HEALTH PRODUCTS INCUEEC6$00.00%
262ALTABA INC ESC ESCROW CUSIP021ESC0176$00.00%
263OPENDOOR TECHNOLOGIESWTS EXP 11/20/26 INC SER ZOPENZ1$00.00%