Sarver Vrooman Wealth Advisors
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 169,980
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/1/2026 | 142 | 169,980 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q2 2026 | 7/2/2026 | 145 | 167,773 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q1 2026 | 4/15/2026 | 138 | 162,353 | 13F-HR | Sarver Vrooman Wealth Advisors |
| Q4 2025 | 4/23/2026 | 137 | 157,312 | 13F-HR/A - RESTATEMENT | 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 | 6.203 K | 3.6% | 364 | 0 | 364 |
| ETFs | 163.8 K | 96.4% | 1.839 K | 0 | 1.839 K |
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Fund Snapshot
Q3 2026
Latest filed
10/1/2026
Total value ($000)
169,980
Holdings
142
QoQ value change ($000)
2,207
(1.3%)
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.