Sarver Vrooman Wealth Advisors

CIK

2076215

Location

KANSAS CITY, MO

Portfolio Value

Micro $524,166

Diversification

Diversified

Filing Date

Global Rank

#8,301 / 8,586 ▲ 94

Top Industry

Consumer Electronics 12.5%

3Y Alpha vs SPY

-8.1%

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

+20.6%

SPY

+29.5%

Annualised alpha

-8.1%

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

7 positions · $524,166 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Held	2,332	0	$289,820	+11.6%	55.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	65	0	$64,767	+15.5%	12.36%
PEP	Pepsico Inc Consumer Defensive	Added	361	+16	$56,059	+13.2%	10.69%
MO	Altria Group, Inc. Consumer Defensive	Added	721	+79	$47,578	+28.5%	9.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	304	0	$43,909	+0.8%	8.38%
TGT	Target Corp Consumer Defensive	Held	180	0	$21,816	+24.0%	4.16%
KR	Kroger Co Consumer Defensive	Held	3	0	$217	+16.0%	0.04%