Sarver Vrooman Wealth Advisors
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 162,353
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 138 | 162,353 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q4 2025 | 2/10/2026 | 263 | 175,347 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q3 2025 | 10/23/2025 | 130 | 155,595 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q2 2025 | 7/9/2025 | 129 | 150,471 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q1 2025 | 7/8/2025 | 129 | 150,310 | 13F-HR | Sarver Vrooman Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.44 K | 3.4% | 0 | 7.66 K | -7.66 K |
| ETFs | 156.9 K | 96.6% | 0 | 5.336 K | -5.336 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
162,353
Holdings
138
QoQ value change ($000)
-12,994
(-7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.