Sarver Vrooman Wealth Advisors

CIK 0002076215 • 7 13F filings • Jul 8, 2025 – Jul 2, 2026

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Filer information

Filed by: Sarver Vrooman Wealth Advisors, Chief Operating Officer
Address: 9237 WARD PARKWAY, STE 320, KANSAS CITY, MO, 64114
Phone: 8166011153
AUM: $157.3M

AUM over time

$170.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $157.3M137 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	Stock	$642	0.0%Prev: 0.0%	3 SH	Decreased
ALTRIA GROUP INC	Stock	$37K	0.0%Prev: 0.0%	642 SH	Decreased-46 SH
AMEREN CORP	Stock	$25K	0.0%Prev: 0.0%	253 SH	Increased+55 SH
AMERICAN ELECTRIC POWER INC	Stock	$26K	0.0%Prev: 0.0%	223 SH	Decreased
AMERICAN EXPRESS COMPANY	Stock	$52K	0.0%Prev: 0.0%	140 SH	Increased+18 SH
AMERICAN FINL GROUP INC OHIO	Stock	$40K	0.0%Prev: 0.0%	289 SH	Decreased-57 SH
AMGEN INC	Stock	$94K	0.1%Prev: 0.1%	287 SH	Decreased+3 SH
APOLLO GLOBAL MGMT INC NEW	Stock	$42K	0.0%Prev: 0.0%	288 SH	Increased-50 SH
APPLE INC	Stock	$722K	0.5%Prev: 0.5%	2,656 SH	Decreased
AT & T INC	Stock	$23K	0.0%Prev: 0.0%	926 SH	Increased+3 SH
AUTOMATIC DATA PROCESSING	Stock	$68K	0.0%Prev: 0.0%	264 SH	Decreased
AUTOZONE INC	Stock	$20K	0.0%	6 SH	New
BANK NEW YORK MELLON CORP	Stock	$101K	0.1%Prev: 0.1%	871 SH	Decreased-358 SH
BANK OF AMERICA CORP	Stock	$50K	0.0%Prev: 0.0%	914 SH	Decreased-610 SH
BERKLEY W R CORPORATION	Stock	$38K	0.0%Prev: 0.0%	539 SH	Decreased-110 SH
BERKSHIRE HATHAWAY INC SERIES B NEW	Stock	$160K	0.1%Prev: 0.2%	319 SH	Decreased-205 SH
BLACKROCK INC COM NEW	Stock	$80K	0.1%Prev: 0.0%	75 SH	Increased
BRISTOL MYERS SQUIBB CO	Stock	$40K	0.0%Prev: 0.0%	739 SH	Decreased-8 SH
CAPITAL ONE FINANCIAL CORP	Stock	$56K	0.0%Prev: 0.0%	230 SH	Increased+27 SH
CHECK POINT SOFTWARE TECH LTD	Stock	$30K	0.0%Prev: 0.0%	163 SH	Increased-64 SH
CHEVRON CORPORATION	Stock	$50K	0.0%Prev: 0.0%	325 SH	Decreased
CHUBB LTD	Stock	$40K	0.0%Prev: 0.0%	127 SH	Decreased-8 SH
CISCO SYSTEMS INC	Stock	$63K	0.0%Prev: 0.1%	812 SH	Decreased
COMCAST CORP NEW CL A	Stock	$32K	0.0%	1,072 SH	New
CORPAY INC INC	Stock	$35K	0.0%Prev: 0.0%	116 SH	Decreased-7 SH
CORTEVA INC	Stock	$64K	0.0%Prev: 0.0%	954 SH	Decreased
COSTCO WHSL CORP NEW COM	Stock	$56K	0.0%Prev: 0.0%	65 SH	Decreased
DEERE & CO	Stock	$35K	0.0%Prev: 0.0%	76 SH	Decreased+3 SH
DELL TECHNOLOGIES INC CL C	Stock	$46K	0.0%Prev: 0.1%	368 SH	Decreased+54 SH
DOVER CORP COMMON	Stock	$55K	0.0%Prev: 0.0%	283 SH	Increased
DRAFTKINGS INC NEW CL A	Stock	$345	0.0%Prev: 0.0%	10 SH	Increased
ENBRIDGE INC	Stock	$28K	0.0%Prev: 0.0%	586 SH	Decreased-200 SH
EPR PPTYS SHS BEN INT	REIT	$12K	0.0%Prev: 0.0%	250 SH	Decreased-12 SH
EXELIXIS INC	Stock	$45K	0.0%Prev: 0.0%	1,017 SH	Decreased-12 SH
EXPEDIA INC	Stock	$69K	0.0%Prev: 0.0%	242 SH	Increased+60 SH
EXXON MOBIL CORP	Stock	$162K	0.1%	1,343 SH	New
FEDEX CORPORATION	Stock	$51K	0.0%Prev: 0.0%	175 SH	Increased+56 SH
FISERV INC	Stock	$11K	0.0%Prev: 0.0%	171 SH	Decreased-487 SH
GE AEROSPACE NEW	Stock	$44K	0.0%Prev: 0.0%	143 SH	Decreased
GENERAL MOTORS CO	Stock	$67K	0.0%Prev: 0.0%	830 SH	Increased+267 SH
GENL DYNAMICS CORP	Stock	$67K	0.0%Prev: 0.1%	198 SH	Decreased-480 SH
GENUINE PARTS CO COM	Stock	$29K	0.0%	233 SH	New
GILEAD SCIENCES INC	Stock	$75K	0.0%Prev: 0.1%	613 SH	Decreased
HARTFORD INSURANCE GROUP INC	Stock	$43K	0.0%Prev: 0.0%	312 SH	Increased-8 SH
HOME DEPOT INC	Stock	$28K	0.0%Prev: 0.0%	82 SH	Increased
HONEYWELL INTERNATIONAL INC	Stock	$54K	0.0%	275 SH	New
ILLINOIS TOOL WORKS INC	Stock	$56K	0.0%Prev: 0.0%	226 SH	Decreased
INTERLINK ELECTRONICS INC	Stock	$873	0.0%Prev: 0.0%	225 SH	Decreased
INTERNATIONAL BUSINESS MACHINE CORP	Stock	$45K	0.0%Prev: 0.0%	152 SH	Increased
INTUIT INC	Stock	$63K	0.0%	95 SH	New
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD	ETF	$850K	0.5%Prev: 0.5%	35,930 SH	Increased-187 SH
INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD	ETF	$64K	0.0%Prev: 0.0%	3,394 SH	Increased
INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP	ETF	$64K	0.0%Prev: 0.0%	3,092 SH	Increased
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2026	ETF	$63K	0.0%Prev: 0.0%	3,219 SH	Increased
INVESCO EXCHANGE ETF TRADED SELF INDEXED FD BULLETSHARES 2027 CORP	ETF	$63K	0.0%Prev: 0.0%	3,212 SH	Increased
INVESCO S&P MIDCAP ETF QUALITY	ETF	$109K	0.1%Prev: 0.1%	1,067 SH	Decreased-136 SH
INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD	ETF	$29K	0.0%Prev: 0.0%	1,227 SH	Increased
INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP	ETF	$15K	0.0%Prev: 0.0%	645 SH	Increased
INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD	ETF	$62K	0.0%Prev: 0.0%	3,642 SH	Increased
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2028 HIGH YLD CORP BOND	ETF	$29K	0.0%Prev: 0.0%	1,328 SH	Increased
INVESCO SELF-INDEXED ETF FD TR BULLETSHARES 2030 MUN FD ETF	ETF	$855K	0.5%Prev: 0.5%	38,812 SH	Increased-200 SH
INVESCO TR ETF S&P 500 QUALITY	ETF	$148K	0.1%Prev: 0.1%	1,967 SH	Decreased-242 SH
INVESCO TR II ETF S&P 500 MOMENTUM	ETF	$145K	0.1%Prev: 0.2%	1,216 SH	Decreased-758 SH
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE	ETF	$46.2M	29.4%Prev: 26.7%	2,185,522 SH	Increased-79,891 SH
ISHARES EDGE MSCI ETF MIN VOL USA ETF	ETF	$3.6M	2.3%Prev: 0.2%	38,707 SH	Increased+35,301 SH
ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD	ETF	$32K	0.0%Prev: 0.0%	1,210 SH	Decreased-361 SH
ISHARES TR ETF IBONDS DEC 2026 TERM CORP	ETF	$43.0M	27.3%Prev: 0.0%	1,772,824 SH	Increased+1,770,630 SH
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF	ETF	$275K	0.2%Prev: 0.2%	11,324 SH	Decreased-680 SH
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE	ETF	$276K	0.2%Prev: 0.2%	10,825 SH	Decreased-725 SH
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE	ETF	$301K	0.2%Prev: 0.2%	12,867 SH	Decreased-2,900 SH
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF	ETF	$242K	0.2%Prev: 0.1%	10,958 SH	Decreased-779 SH
ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD	ETF	$32K	0.0%Prev: 0.0%	1,220 SH	Decreased-356 SH
ISHARES TR ETF IBONDS DEC 2035 TERM CORP	ETF	$263K	0.2%Prev: 0.1%	10,124 SH	Increased
ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION	ETF	$2K	0.0%Prev: 0.0%	33 SH	Decreased
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE	ETF	$527K	0.3%Prev: 0.3%	20,636 SH	Increased-678 SH
ISHARES TR IBONDS ETF DEC 2033 TERM CORP	ETF	$262K	0.2%Prev: 0.1%	10,031 SH	Increased
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE	ETF	$556K	0.4%Prev: 24.9%	21,073 SH	Decreased-1,697,762 SH
JOHNSON & JOHNSON	Stock	$90K	0.1%Prev: 0.1%	433 SH	Decreased+52 SH
JOHNSON CTLS INTL PLC	Stock	$56K	0.0%Prev: 0.0%	470 SH	Increased+151 SH
JPMORGAN CHASE & CO	Stock	$153K	0.1%Prev: 0.1%	476 SH	Increased+16 SH
KINROSS GOLD CORP (NEW) NO PAR	Stock	$563	0.0%Prev: 0.0%	20 SH	Increased
KRATOS DEFENSE AND SECURITY SOLUTIONS	Stock	$1K	0.0%Prev: 0.0%	15 SH	Increased
KROGER COMPANY COMMON	Stock	$187	0.0%Prev: 0.0%	3 SH	Increased
LOCKHEED MARTIN CORP	Stock	$44K	0.0%Prev: 0.0%	92 SH	Decreased
LUMEN TECHNOLOGIES INC LA	Stock	$70	0.0%Prev: 0.0%	9 SH	Increased
MARSH	Stock	$49K	0.0%	262 SH	New
MCDONALDS CORP	Stock	$75K	0.0%Prev: 0.0%	244 SH	Increased
MCKESSON CORPORATION	Stock	$39K	0.0%Prev: 0.0%	48 SH	Increased+2 SH
MEDTRONIC PLC	Stock	$43K	0.0%Prev: 0.0%	445 SH	Increased+40 SH
MERCK & CO INC NEW	Stock	$101K	0.1%Prev: 0.1%	962 SH	Decreased+243 SH
MICROSOFT CORP	Stock	$269K	0.2%Prev: 0.1%	557 SH	Increased+200 SH
MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY	ETF	$4K	0.0%Prev: 0.0%	79 SH	Decreased+1 SH
MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY	ETF	$1K	0.0%Prev: 0.0%	24 SH	Decreased+1 SH
NEXTERA ENERGY INC	Stock	$52K	0.0%Prev: 0.0%	644 SH	Increased
NIOCORP DEVS LTD COM NEW	Stock	$12K	0.0%Prev: 0.0%	2,173 SH	Increased
NOVO NORDISK A S ADR	Stock	$5K	0.0%	100 SH	New
NVIDIA CORP	Stock	$43K	0.0%Prev: 0.1%	230 SH	Decreased-325 SH
ONEOK INC NEW	Stock	$78K	0.0%	1,067 SH	New
ORACLE CORPORATION	Stock	$73K	0.0%Prev: 0.0%	374 SH	Increased
PALANTIR TECHNOLOGIES INC CL A	Stock	$4K	0.0%Prev: 0.0%	20 SH	Decreased
PEPSICO INCORPORATED	Stock	$50K	0.0%Prev: 0.0%	345 SH	Increased+150 SH
PHILLIPS 66	Stock	$69K	0.0%Prev: 0.1%	533 SH	Decreased
PNC FINANCIAL SERVICES GROUP	Stock	$49K	0.0%Prev: 0.0%	235 SH	Increased+50 SH
PROCTER & GAMBLE CO	Stock	$44K	0.0%Prev: 0.0%	304 SH	Decreased
PROSHARES S&P 500 ETF DIVIDEND A	ETF	$15K	0.0%Prev: 0.0%	140 SH	Decreased-140 SH
PULTE GROUP INC	Stock	$46K	0.0%Prev: 0.0%	389 SH	Increased+62 SH
QUALCOMM INC	Stock	$45K	0.0%Prev: 0.0%	265 SH	Decreased-32 SH
QUEST DIAGNOSTICS INC	Stock	$37K	0.0%Prev: 0.0%	213 SH	Decreased
RENAISSANCE RE HOLDING LTD	Stock	$43K	0.0%Prev: 0.0%	153 SH	Decreased+1 SH
ROYAL CARIBBEAN CRUISES LTD NORWAY	Stock	$52K	0.0%	188 SH	New
SCHWAB US DIVIDEND ETF EQUITY	ETF	$45.3M	28.8%Prev: 32.4%	1,652,982 SH	Decreased-41,629 SH
SMURFIT WESTROCK PLC SHS	Stock	$28K	0.0%Prev: 0.0%	712 SH	Decreased
SOFI TECHNOLOGIES INC	Stock	$1K	0.0%Prev: 0.0%	40 SH	Increased
SOLSTICE ADVANCED MATLS INC COM	Stock	$3K	0.0%Prev: 0.0%	68 SH	Decreased
SPDR S&P CHINA ETF	ETF	$290	0.0%Prev: 0.0%	3 SH	Increased
ST STR SPDR S&P DIV ETF	ETF	$9K	0.0%Prev: 0.0%	64 SH	Decreased
STATE STR CORP	Stock	$58K	0.0%Prev: 0.0%	453 SH	Increased+124 SH
STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES	ETF	$10K	0.0%Prev: 0.0%	116 SH	Decreased
STATE STREET SPDR ETF S&P 500	ETF	$323K	0.2%Prev: 0.2%	474 SH	Decreased
SUPER MICRO COMPUTER INC COM NEW	Stock	$2K	0.0%Prev: 0.0%	70 SH	Decreased
T-MOBILE US INC	Stock	$30K	0.0%Prev: 0.0%	146 SH	Decreased-91 SH
TARGET CORP	Stock	$18K	0.0%Prev: 0.0%	180 SH	Decreased
TRAVELERS COS INC/ THE	Stock	$42K	0.0%Prev: 0.0%	145 SH	Decreased-3 SH
UBER TECHNOLOGIES INC	Stock	$735	0.0%Prev: 0.0%	9 SH	Increased
UNITED RENTALS INC	Stock	$47K	0.0%Prev: 0.0%	58 SH	Increased+12 SH
URGENT.LY INC NEW	Stock	$3	0.0%	1 SH	New
VANGUARD FTSE ETF EUROPEAN	ETF	$84	0.0%Prev: 0.0%	1 SH	Decreased
VANGUARD MEGA CAP ETF	ETF	$6K	0.0%	22 SH	New
VERIZON COMMUNICATIONS COM	Stock	$11K	0.0%Prev: 0.0%	259 SH	Decreased+1 SH
VICI PPTYS INC	REIT	$33K	0.0%	1,156 SH	New
WALMART INC	Stock	$260K	0.2%Prev: 0.1%	2,332 SH	Increased
WARNER BROS DISCOVERY INC SER A	Stock	$6K	0.0%Prev: 0.0%	224 SH	Decreased+1 SH
WASTE MGMT INC DEL	Stock	$70K	0.0%Prev: 0.0%	317 SH	Increased
WELLS FARGO & CO NEW	Stock	$466	0.0%Prev: 0.0%	5 SH	Increased
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND	ETF	$4.3M	2.8%Prev: 3.1%	48,488 SH	Decreased-5,605 SH
XTRACKERS MSCI EAFE ETF EQUITY	ETF	$3.8M	2.4%Prev: 2.9%	78,720 SH	Decreased-11,948 SH
ZIMMER BIOMET HOLDINGS INC	Stock	$34K	0.0%Prev: 0.0%	375 SH	Decreased-66 SH

Sold (vs prior filing)

AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE — $4.6M
EATON CORP PLC — $49K
ENTERPRISE PRODUCTS PARTNERS — $11K
EXXONMOBIL HLDGS CORP — $209K
FEDEX FGHT HLDG CO INC — $6K
HONEYWELL AEROSPACE INC COM — $21K
HONEYWELL INTL INC COM NEW — $29K
INVESCO EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD — $71K
IRON MOUNTAIN INC — $68K
LINDE PLC NEW — $47K
ONEOK INC COM — $91K
ROYAL CARIBBEAN CRUISES LTD — $34K
SHERWIN WILLIAMS CO — $32K
SPROUTS FARMERS MARKETS INC — $33K
VANGUARD DIVIDEND ETF APPRECIATION — $86K
VANGUARD INDEX FDS ETF S&P 500 ETF SHS NEW — $110K
VANGUARD INFORMATION ETF TECHNOLOGY — $5K
VANGUARD MORNINGSTAR ETF MEGA CAP — $6K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Apr 23, 2026	Q4 2025	13F-HR/A	0002076215-26-000004	$157.3M	View
Oct 1, 2026	Q3 2026	13F-HR	0002076215-26-000006	$170.0M	View
Oct 23, 2025