Sarver Vrooman Wealth Advisors

Q3 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2026
Date filed
10/1/2026
Form type
13F-HR
Num holdings
142
Total value ($000)
$169,980
Net value change ($000)
+2,207 (1.3%)
New positions
9
Sold out positions
12
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 1,738 3.3%
DBEF 670 15.5%
DGRW 651 14.1%
AVLV 534 13.0%
EXXONMOBIL HLDGS CORP 209 NEW
VOO 110 NEW
SPMO 110 58.2%
BRK-B 100 62.1%
ONEOK INC COM 91 NEW
VIG 86 NEW
Top Reduces (Value $000, Stocks/ETFs)
IBDZ -1,246 -2.9%
IBDW -665 -1.4%
XOM -178 -100.0%
OKE -93 -100.0%
BSMU -39 -4.6%
VICI -37 -100.0%
MSFT -33 -15.3%
CMCSA -30 -100.0%
IBDX -25 -4.6%
PEP -23 -47.9%
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