Sarver Vrooman Wealth Advisors

Q2 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
6/30/2026
Date filed
7/2/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$167,773
Net value change ($000)
+5,420 (3.3%)
New positions
11
Sold out positions
4
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,640 5.2%
AVLV 531 14.9%
DBEF 514 13.5%
DGRW 488 11.8%
IBDZ 452 1.0%
IBDW 185 0.4%
GD 153 225.0%
AAPL 133 19.7%
DELL 70 114.8%
SPMO 53 39.0%
Top Reduces (Value $000, Stocks/ETFs)
HON -62 -100.0%
XOM -41 -18.7%
WMT -33 -11.4%
INTU -22 -53.7%
GPC -15 -100.0%
MRK -14 -13.2%
CVX -12 -17.9%
CMCSA -11 -26.8%
MCD -10 -13.2%
TMUS -9 -17.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type