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 3 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
ULYX	Urgent.ly Inc. Technology	Held	1	0	$5	+150.0%	0.00%
LUMN	Lumen Technologies, Inc. Communication Services	Held	9	0	$62	−10.1%	0.00%
DKNG	DraftKings Inc. Consumer Cyclical	Held	10	0	$216	−37.2%	0.00%
KR	Kroger Co Consumer Defensive	Held	3	0	$217	+16.0%	0.00%
WFC	Wells Fargo & Company/Mn Financial Services	Held	5	0	$398	−14.6%	0.01%
AMD	Advanced Micro Devices Inc Technology	Held	3	0	$610	−5.0%	0.01%
KGC	Kinross Gold Corp Basic Materials	Held	20	0	$610	+8.3%	0.01%
SOFI	SoFi Technologies, Inc. Financial Services	Held	40	0	$635	−39.4%	0.01%
UBER	Uber Technologies, Inc Technology	Held	9	0	$647	−12.0%	0.01%
LINK	Interlink Electronics Inc Technology	Held	225	0	$661	−24.3%	0.01%
KTOS	Kratos Defense & Security Solutions, Inc. Industrials	Held	15	0	$1,057	−7.1%	0.02%
SMCI	Super Micro Computer, Inc. Technology	Held	70	0	$1,593	−22.2%	0.03%
PLTR	Palantir Technologies Inc. Technology	Held	20	0	$2,925	−17.7%	0.05%
NVO	Novo Nordisk A S Healthcare	Held	100	0	$3,675	−27.8%	0.06%
SOLS	Solstice Advanced Materials Inc. Basic Materials	Held	68	0	$5,178	+56.8%	0.09%
WBD	Warner Bros. Discovery, Inc. Communication Services	Held	224	0	$6,151	−4.7%	0.11%
NB	Niocorp Developments Ltd Basic Materials	Held	2,173	0	$9,691	−15.8%	0.17%
EPD	Enterprise Products Partners L.P. Energy	NEW	300	NEW	$11,352	NEW	0.20%
EPR	Epr Properties Real Estate	Added	254	+4	$12,689	+1.7%	0.22%
VZ	Verizon Communications Inc Communication Services	Held	259	0	$13,001	+23.2%	0.23%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	145	-88	$15,333	−46.5%	0.27%
TGT	Target Corp Consumer Defensive	Held	180	0	$21,816	+24.0%	0.38%
T	At&T Inc. Communication Services	Held	926	0	$26,844	+16.7%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Held	82	0	$26,968	−4.4%	0.47%
AEE	Ameren Corp Utilities	Held	253	0	$27,809	+10.1%	0.48%
SW	Smurfit Westrock plc Consumer Cyclical	Held	712	0	$28,373	+3.1%	0.49%
AEP	American Electric Power Co Inc Utilities	Held	223	0	$29,230	+13.7%	0.51%
URI	United Rentals, Inc. Industrials	Reduced	48	-10	$34,970	−25.5%	0.61%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	130	-58	$35,773	−31.8%	0.62%
CHKP	Check Point Software Technologies Ltd Technology	Added	251	+88	$35,855	+18.5%	0.62%
IBM	International Business Machines Corp Technology	Held	152	0	$36,843	−18.2%	0.64%
CPAY	Corpay, Inc. Technology	Added	127	+11	$36,955	+5.9%	0.64%
AXP	American Express Co Financial Services	Reduced	126	-14	$38,112	−26.4%	0.66%
COF	Capital One Financial Corp Financial Services	Reduced	209	-21	$38,127	−31.6%	0.66%
APO	Apollo Global Management, Inc. Financial Services	Added	347	+59	$38,662	−7.3%	0.67%
MDT	Medtronic plc Healthcare	Added	454	+9	$39,339	−8.0%	0.68%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	191	-44	$39,745	−19.0%	0.69%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	338	-51	$39,752	−12.9%	0.69%
GE	General Electric Co Industrials	Held	143	0	$40,579	−7.9%	0.71%
MCK	Mckesson Corp Healthcare	Reduced	47	-1	$40,671	+3.3%	0.71%
FISV	Fiserv Inc	Added	735	+564	$41,013	+257.1%	0.71%
INTU	Intuit Inc. Technology	Held	95	0	$41,076	−34.7%	0.72%
CMCSA	Comcast Corp Communication Services	Added	1,445	+373	$41,485	+38.1%	0.72%
DGX	Quest Diagnostics Inc Healthcare	Held	213	0	$41,743	+12.9%	0.73%
DE	Deere & Co Industrials	Reduced	75	-1	$42,247	+19.4%	0.74%
QCOM	Qualcomm Inc/De Technology	Added	330	+65	$42,497	−6.2%	0.74%
ENB	Enbridge Inc Energy	Added	786	+200	$42,554	+51.8%	0.74%
JCI	Johnson Controls International plc Industrials	Reduced	330	-140	$43,213	−23.2%	0.75%
GM	General Motors Co Consumer Cyclical	Reduced	581	-249	$43,284	−35.9%	0.75%
EXPE	Expedia Group, Inc. Consumer Cyclical	Reduced	188	-54	$43,407	−36.7%	0.76%