Sarver Vrooman Wealth Advisors

Q4 2025 13F-HR/A Holdings

Location
Kansas City, MO
Holdings as of
12/31/2025
Date filed
4/23/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
137
Total value ($000)
$157,312
Net value change ($000)
+1,717 (1.1%)
New positions
9
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DBEF 695 22.5%
DGRW 632 17.1%
USMV 507 16.2%
SCHD 466 1.0%
SPHQ 98 196.0%
XMHQ 71 186.8%
IBDX 51 10.7%
AAPL 50 7.4%
IBDT 47 20.5%
NVDA 43 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSCP -60 -100.0%
RCL -46 -46.9%
URI -44 -48.4%
DELL -38 -45.2%
PHM -36 -43.9%
ORCL -32 -30.5%
AZO -31 -60.8%
MO -31 -45.6%
IBDW -31 -0.1%
JPM -30 -16.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type