Sarver Vrooman Wealth Advisors

Q2 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
6/30/2025
Date filed
7/9/2025
Form type
13F-HR
Num holdings
129
Total value ($000)
$150,471
Net value change ($000)
+161 (0.1%)
New positions
10
Sold out positions
10
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 10/23/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IBDW 1,074 2.4%
IBDR 274 0.6%
AAPL 266 96.4%
DGRW 234 7.4%
IBDU 216 771.4%
IBDS 208 742.9%
IBDT 188 671.4%
IBDV 176 651.9%
IBDX 158 607.7%
RCL 95 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -2,323 -5.1%
PFGC -83 -100.0%
LOW -82 -100.0%
TFC -82 -100.0%
KHC -79 -100.0%
LMT -73 -62.4%
MMM -63 -100.0%
EOG -55 -100.0%
FISV -36 -43.4%
TMUS -31 -36.5%
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