Sarver Vrooman Wealth Advisors

CIK

2076215

Location

KANSAS CITY, MO

Portfolio Value

Small $169,438,435

Diversification

Highly concentrated

Filing Date

Global Rank

#77 / 103 ▲ 6965

Top Industry

Consumer Electronics 14.5%

Period ended 8 days ago

Filed Oct 1, 2026 · 7d

7 quarters · since Mar 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

116 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

53.4%

−2.1 pts

Top 5

94.7%

−0.0 pts

Top 10

97.0%

+0.0 pts

HHI

3,935

Highly concentrated−154

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.4%	$163,353,765	19
Technology	1.0%	$1,745,575	16
Financial Services	0.7%	$1,243,632	19
Industrials	0.5%	$774,702	15
Healthcare	0.4%	$686,171	10
Consumer Defensive	0.3%	$478,271	8
Energy	0.3%	$458,805	5
Consumer Cyclical	0.2%	$274,263	8
Basic Materials	0.1%	$166,002	6
Utilities	0.1%	$94,909	3
Real Estate	0.0%	$82,385	2
Communication Services	0.0%	$79,955	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+83,289	4,085,522	$90,428,257
FNDA	Schwab Fundamental U.S. Small Company ETF	+33,317	1,694,611	$55,125,695
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	+12,354	90,668	$4,982,206
ACSG	American Century Small Cap Growth Insights ETF	+6,315	51,308	$4,640,295
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+6,178	54,093	$5,260,003
IVZ	Invesco Ltd.	+758	1,974	$0
BAC	Bank Of America Corp /De/	+610	1,524	$82,951
NVDA	Nvidia Corp	+270	555	$126,750
BRK-B	Berkshire Hathaway Inc	+205	524	$260,925
GD	General Dynamics Corp	+80	678	$224,980
CVY	Invesco Zacks Multi-Asset Income ETF	+71	2,209	$185,732
ABI	VictoryShares Pioneer Asset-Based Income ETF	+37	1,203	$0
EPR	Epr Properties	+4	262	$14,706
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−200	357	$183,105
PEP	Pepsico Inc	−141	195	$24,710
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−79	180	$21,110
AEE	Ameren Corp	−55	198	$19,677
T	At&T Inc.	−3	923	$22,521
MSLC	Morgan Stanley Pathway Large Cap Equity ETF	−2	101	$5,985
WBD	Warner Bros. Discovery, Inc.	−1	223	$6,901
VZ	Verizon Communications Inc	−1	258	$11,834
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	157	$110,035
VIG	Vanguard Dividend Appreciation ETF	370	$86,324
IRM	Iron Mountain Inc	610	$67,679
ETN	Eaton Corp plc	115	$49,416
LIN	Linde PLC	100	$47,465
SFM	Sprouts Farmers Market, Inc.	500	$33,175
SHW	Sherwin Williams Co	100	$32,327
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
OKE	Oneok Inc /New/	1,067	$92,764
VICI	Vici Properties Inc.	1,416	$37,594
CMCSA	Comcast Corp	1,300	$31,915
NBIS	Nebius Group N.V.	100	$27,617
INTU	Intuit Inc.	69	$18,009
FBCG	Fidelity Blue Chip Growth ETF	32	$9,138
QQQ	Invesco Qqq Trust, Series 1	7	$5,154
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	41	$3,770
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $169,438,435 total · filing declares 142 positions · $169,980,493 · as of Sep 30, 2026

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

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	4,085,522	+83,289	$90,428,257	−2.5%	53.37%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,694,611	+33,317	$55,125,695	+4.6%	32.53%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	54,093	+6,178	$5,260,003	+14.8%	3.10%
ASHR	Xtrackers Harvest CSI 300 China A-Shares ETF	Added	90,668	+12,354	$4,982,206	+16.5%	2.94%
ACSG	American Century Small Cap Growth Insights ETF	Added	51,308	+6,315	$4,640,295	+13.1%	2.74%
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	Held	99,386	0	$2,105,327	−2.8%	1.24%
AAPL	Apple Inc. Technology	Held	2,656	0	$884,501	+15.1%	0.52%
SPY	Spdr S&P 500 ETF Trust	Held	474	0	$361,486	+2.1%	0.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	524	+205	$260,925	+63.5%	0.15%
WMT	Walmart Inc. Consumer Defensive	Held	2,332	0	$242,341	−8.2%	0.14%
GD	General Dynamics Corp Industrials	Added	678	+80	$224,980	+6.2%	0.13%
XOM	ExxonMobil Holdings Corp Energy	Held	1,285	0	$209,133	+19.0%	0.12%
CVY	Invesco Zacks Multi-Asset Income ETF	Added	2,209	+71	$185,732	−3.6%	0.11%
MSFT	Microsoft Corp Technology	Reduced	357	-200	$183,105	−11.9%	0.11%
BNY	Bank of New York Mellon Corp Financial Services	Held	1,229	0	$177,750	+0.0%	0.10%
DELL	Dell Technologies Inc. Technology	Held	314	0	$168,916	+24.7%	0.10%
JPM	Jpmorgan Chase & Co Financial Services	Held	460	0	$152,181	+1.1%	0.09%
PSX	Phillips 66 Energy	Held	533	0	$136,080	+51.0%	0.08%
NVDA	Nvidia Corp Technology	Added	555	+270	$126,750	+122.3%	0.07%
AMGN	Amgen Inc Healthcare	Held	284	0	$119,708	+16.4%	0.07%
VB	Vanguard Morningstar Small-Cap ETF	NEW	157	NEW	$110,035	NEW	0.06%
MRK	Merck & Co., Inc. Healthcare	Held	719	0	$104,477	+13.1%	0.06%
JNJ	Johnson & Johnson Healthcare	Held	381	0	$100,865	+4.2%	0.06%
GILD	Gilead Sciences, Inc. Healthcare	Held	613	0	$91,367	+18.0%	0.05%
CSCO	Cisco Systems, Inc. Technology	Held	812	0	$87,395	−8.4%	0.05%
VIG	Vanguard Dividend Appreciation ETF	NEW	370	NEW	$86,324	NEW	0.05%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,524	+610	$82,951	+59.3%	0.05%
BLK	BlackRock, Inc. Financial Services	Held	75	0	$79,371	+10.1%	0.05%
CTVA	Corteva, Inc. Basic Materials	Held	954	0	$74,078	−8.3%	0.04%
ADP	Automatic Data Processing Inc Technology	Held	264	0	$68,127	+15.2%	0.04%
IRM	Iron Mountain Inc Real Estate	NEW	610	NEW	$67,679	NEW	0.04%
CVX	Chevron Corp Energy	Held	325	0	$66,368	+23.2%	0.04%
WM	Waste Management Inc Industrials	Held	317	0	$64,642	−8.5%	0.04%
EXEL	Exelixis, Inc. Healthcare	Held	1,029	0	$60,103	+7.4%	0.04%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	65	0	$59,172	−2.7%	0.03%
ITW	Illinois Tool Works Inc Industrials	Held	226	0	$58,145	−4.9%	0.03%
STT	State Street Corp Financial Services	Held	329	0	$57,440	+2.9%	0.03%
MCD	Mcdonalds Corp Consumer Cyclical	Held	244	0	$56,349	−14.6%	0.03%
QCOM	Qualcomm Inc/De Technology	Held	297	0	$54,659	−0.4%	0.03%
DOV	DOVER Corp Industrials	Held	283	0	$52,935	−16.6%	0.03%
TRV	Travelers Companies, Inc. Financial Services	Held	148	0	$52,763	+8.0%	0.03%
ORCL	Oracle Corp Technology	Held	374	0	$51,350	−6.3%	0.03%
DGX	Quest Diagnostics Inc Healthcare	Held	213	0	$49,643	+10.0%	0.03%
ETN	Eaton Corp plc Industrials	NEW	115	NEW	$49,416	NEW	0.03%
DE	Deere & Co Industrials	Held	73	0	$49,023	+5.9%	0.03%
NEE	Nextera Energy Inc Utilities	Held	644	0	$48,776	−13.7%	0.03%
RNR	Renaissancere Holdings Ltd Financial Services	Held	152	0	$48,370	+0.4%	0.03%
EXPE	Expedia Group, Inc. Consumer Cyclical	Held	182	0	$47,931	+2.9%	0.03%
CPAY	Corpay, Inc. Technology	Held	123	0	$47,797	+16.6%	0.03%
LIN	Linde PLC Basic Materials	NEW	100	NEW	$47,465	NEW	0.03%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.