Sarver Vrooman Wealth Advisors

CIK

2076215

Location

KANSAS CITY, MO

Portfolio Value

Micro $5,744,112

Diversification

Diversified

Filing Date

Global Rank

#7,949 / 8,232 ▲ 215

Top Industry

Consumer Electronics 12.5%

3Y Alpha vs SPY

-6.3%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.2%

SPY

+27.1%

Annualised alpha

-6.3%

Max drawdown

−5.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

98 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.7%

−0.9 pts

Top 5

29.6%

−0.8 pts

Top 10

40.8%

−0.3 pts

HHI

301

Diversified−19

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.7%	$1,361,845	18
Financial Services	17.9%	$1,025,994	18
Healthcare	11.3%	$650,626	11
Industrials	10.1%	$581,896	12
Energy	9.3%	$534,065	6
Consumer Defensive	9.1%	$524,166	7
Unclassified	6.1%	$349,274	2
Consumer Cyclical	5.4%	$308,938	9
Communication Services	2.4%	$138,580	6
Utilities	2.0%	$116,853	3
Basic Materials	1.7%	$95,338	4
Real Estate	1.0%	$56,537	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+564	735	$41,013
VICI	Vici Properties Inc.	+449	1,605	$43,848
CMCSA	Comcast Corp	+373	1,445	$41,485
BNY	Bank of New York Mellon Corp	+373	1,244	$147,575
ENB	Enbridge Inc	+200	786	$42,554
WRB	Berkley W R Corp	+132	671	$44,473
ZBH	Zimmer Biomet Holdings, Inc.	+127	502	$45,390
TMUS	T-Mobile US, Inc.	+97	243	$51,037
CHKP	Check Point Software Technologies Ltd	+88	251	$35,855
MO	Altria Group, Inc.	+79	721	$47,578
AFG	American Financial Group Inc	+70	359	$45,847
QCOM	Qualcomm Inc/De	+65	330	$42,497
APO	Apollo Global Management, Inc.	+59	347	$38,662
EXEL	Exelixis, Inc.	+57	1,074	$46,063
NVDA	Nvidia Corp	+55	285	$49,704
BMY	Bristol Myers Squibb Co	+28	767	$46,518
HIG	Hartford Insurance Group, Inc.	+17	329	$44,490
PEP	Pepsico Inc	+16	361	$56,059
CB	Chubb Ltd	+13	140	$45,630
CPAY	Corpay, Inc.	+11	127	$36,955
MDT	Medtronic plc	+9	454	$39,339
TRV	Travelers Companies, Inc.	+8	153	$44,627
EPR	Epr Properties	+4	254	$12,689
RNR	Renaissancere Holdings Ltd	+4	157	$46,665
DELL	Dell Technologies Inc.	+1	369	$60,563
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GM	General Motors Co	−249	581	$43,284
JCI	Johnson Controls International plc	−140	330	$43,213
STT	State Street Corp	−100	353	$44,675
GPC	Genuine Parts Co	−88	145	$15,333
MRK	Merck & Co., Inc.	−79	883	$106,216
RCL	Royal Caribbean Cruises Ltd	−58	130	$35,773
EXPE	Expedia Group, Inc.	−54	188	$43,407
FDX	Fedex Corp	−53	122	$43,453
PHM	Pultegroup Inc/Mi/	−51	338	$39,752
XOM	Exxon Mobil Corp	−50	1,293	$219,370
JNJ	Johnson & Johnson	−46	387	$94,598
PNC	Pnc Financial Services Group, Inc.	−44	191	$39,745
COF	Capital One Financial Corp	−21	209	$38,127
AXP	American Express Co	−14	126	$38,112
JPM	Jpmorgan Chase & Co	−11	465	$136,784
URI	United Rentals, Inc.	−10	48	$34,970
DE	Deere & Co	−1	75	$42,247
MCK	Mckesson Corp	−1	47	$40,671
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
EPD	Enterprise Products Partners L.P.	300	$11,352
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MRSH	Marsh & Mclennan Companies, Inc.	262	$48,606
AZO	Autozone Inc	6	$20,349
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 positions · $5,744,112 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Held	2,656	0	$674,066	−6.6%	11.73%
SPY	Spdr S&P 500 ETF Trust	Held	474	0	$308,261	−4.6%	5.37%
WMT	Walmart Inc. Consumer Defensive	Held	2,332	0	$289,820	+11.6%	5.05%
XOM	Exxon Mobil Corp Energy	Reduced	1,293	-50	$219,370	+35.7%	3.82%
MSFT	Microsoft Corp Technology	Held	557	0	$206,184	−23.5%	3.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	319	0	$152,864	−4.7%	2.66%
BNY	Bank of New York Mellon Corp Financial Services	Added	1,244	+373	$147,575	+45.9%	2.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	465	-11	$136,784	−10.8%	2.38%
MRK	Merck & Co., Inc. Healthcare	Reduced	883	-79	$106,216	+4.9%	1.85%
AMGN	Amgen Inc Healthcare	Held	287	0	$100,980	+7.5%	1.76%
PSX	Phillips 66 Energy	Held	533	0	$97,101	+41.2%	1.69%
OKE	Oneok Inc /New/ Energy	Held	1,067	0	$96,446	+23.0%	1.68%
JNJ	Johnson & Johnson Healthcare	Reduced	387	-46	$94,598	+5.6%	1.65%
GILD	Gilead Sciences, Inc. Healthcare	Held	613	0	$85,433	+13.5%	1.49%
CTVA	Corteva, Inc. Basic Materials	Held	954	0	$79,859	+24.9%	1.39%
MCD	Mcdonalds Corp Consumer Cyclical	Held	244	0	$75,832	+1.7%	1.32%
WM	Waste Management Inc Industrials	Held	317	0	$72,843	+4.6%	1.27%
BLK	BlackRock, Inc. Financial Services	Held	75	0	$72,128	−10.1%	1.26%
GD	General Dynamics Corp Industrials	Held	198	0	$67,957	+1.9%	1.18%
CVX	Chevron Corp Energy	Held	325	0	$67,242	+35.8%	1.17%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	65	0	$64,767	+15.5%	1.13%
CSCO	Cisco Systems, Inc. Technology	Held	812	0	$63,003	+0.7%	1.10%
HON	Honeywell International Inc Industrials	Held	275	0	$62,158	+15.9%	1.08%
DELL	Dell Technologies Inc. Technology	Added	369	+1	$60,563	+30.7%	1.05%
NEE	Nextera Energy Inc Utilities	Held	644	0	$59,814	+15.7%	1.04%
DOV	DOVER Corp Industrials	Held	283	0	$58,991	+6.8%	1.03%
ITW	Illinois Tool Works Inc Industrials	Held	226	0	$58,825	+5.7%	1.02%
PEP	Pepsico Inc Consumer Defensive	Added	361	+16	$56,059	+13.2%	0.98%
LMT	Lockheed Martin Corp Industrials	Held	92	0	$55,603	+25.0%	0.97%
ORCL	Oracle Corp Technology	Held	374	0	$55,019	−24.5%	0.96%
ADP	Automatic Data Processing Inc Technology	Held	264	0	$53,639	−21.0%	0.93%
TMUS	T-Mobile US, Inc. Communication Services	Added	243	+97	$51,037	+72.2%	0.89%
NVDA	Nvidia Corp Technology	Added	285	+55	$49,704	+15.9%	0.87%
MO	Altria Group, Inc. Consumer Defensive	Added	721	+79	$47,578	+28.5%	0.83%
RNR	Renaissancere Holdings Ltd Financial Services	Added	157	+4	$46,665	+8.5%	0.81%
BMY	Bristol Myers Squibb Co Healthcare	Added	767	+28	$46,518	+16.7%	0.81%
EXEL	Exelixis, Inc. Healthcare	Added	1,074	+57	$46,063	+3.3%	0.80%
AFG	American Financial Group Inc Financial Services	Added	359	+70	$45,847	+16.1%	0.80%
CB	Chubb Ltd Financial Services	Added	140	+13	$45,630	+15.1%	0.79%
ZBH	Zimmer Biomet Holdings, Inc. Healthcare	Added	502	+127	$45,390	+34.6%	0.79%
STT	State Street Corp Financial Services	Reduced	353	-100	$44,675	−23.6%	0.78%
TRV	Travelers Companies, Inc. Financial Services	Added	153	+8	$44,627	+6.1%	0.78%
BAC	Bank Of America Corp /De/ Financial Services	Held	914	0	$44,557	−11.4%	0.78%
HIG	Hartford Insurance Group, Inc. Financial Services	Added	329	+17	$44,490	+3.5%	0.77%
WRB	Berkley W R Corp Financial Services	Added	671	+132	$44,473	+17.7%	0.77%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	304	0	$43,909	+0.8%	0.76%
VICI	Vici Properties Inc. Real Estate	Added	1,605	+449	$43,848	+34.9%	0.76%
FDX	Fedex Corp Industrials	Reduced	122	-53	$43,453	−14.0%	0.76%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	188	-54	$43,407	−36.7%	0.76%
GM	General Motors Co Consumer Cyclical	Reduced	581	-249	$43,284	−35.9%	0.75%