Sarver Vrooman Wealth Advisors

Q3 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
130
Total value ($000)
$155,595
Net value change ($000)
+5,124 (3.4%)
New positions
5
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHD 1,237 2.8%
IBDW 1,010 2.2%
IBDR 452 1.1%
DGRW 322 9.5%
DBEF 311 11.2%
IBDZ 293 115.8%
IBDX 292 158.7%
IBCA 264 NEW
IBDY 263 NEW
USMV 188 6.4%
Top Reduces (Value $000, Stocks/ETFs)
T -28 -51.9%
KMB -14 -100.0%
AEE -13 -32.5%
SBUX -13 -100.0%
FISV -12 -25.5%
VZ -11 -50.0%
INTU -10 -13.0%
OKE -9 -10.3%
CPAY -8 -12.9%
CMCSA -7 -11.5%
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