Sarver Vrooman Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
138
Total value ($000)
$162,353
Net value change ($000)
+5,041 (3.2%)
New positions
3
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IBDZ 42,573 7657.0%
SCHD 5,407 11.9%
AVLV 3,575 NEW
BSCV 74 NEW
XOM 57 35.2%
BK 47 46.5%
FISV 30 272.7%
WMT 30 11.5%
PSX 28 40.6%
IBDS 21 7.6%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -42,882 -99.8%
USMV -3,326 -91.2%
IBDW -300 -0.6%
DGRW -215 -5.0%
MSFT -63 -23.4%
MRSH -49 -100.0%
AAPL -48 -6.6%
EXPE -26 -37.7%
GM -24 -35.8%
INTU -22 -34.9%
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