Sarver Vrooman Wealth Advisors

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

Import this data to Google Sheets with:

=jivedata("sarver-vrooman-wealth-advisors-0002076215-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $162.4M138 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	Stock	$610	0.0%	3 SH	New
ALTRIA GROUP INC	Stock	$48K	0.0%Prev: 0.1%	721 SH	Decreased-631 SH
AMEREN CORP	Stock	$28K	0.0%Prev: 0.0%	253 SH	Decreased-168 SH
AMERICAN CENTY TR ETF AVANTIS U S LARGE CAP VALUE	ETF	$3.6M	2.2%	44,353 SH	New
AMERICAN ELECTRIC POWER INC	Stock	$29K	0.0%Prev: 0.0%	223 SH	Increased-6 SH
AMERICAN EXPRESS COMPANY	Stock	$38K	0.0%Prev: 0.1%	126 SH	Decreased-177 SH
AMERICAN FINL GROUP INC OHIO	Stock	$46K	0.0%Prev: 0.1%	359 SH	Decreased-269 SH
AMGEN INC	Stock	$101K	0.1%Prev: 0.1%	287 SH	Decreased-131 SH
APOLLO GLOBAL MGMT INC NEW	Stock	$39K	0.0%Prev: 0.1%	347 SH	Decreased-260 SH
APPLE INC	Stock	$674K	0.4%Prev: 0.2%	2,656 SH	Increased+1,415 SH
AT & T INC	Stock	$27K	0.0%Prev: 0.0%	926 SH	Decreased-926 SH
AUTOMATIC DATA PROCESSING	Stock	$54K	0.0%Prev: 0.1%	264 SH	Decreased-8 SH
BANK NEW YORK MELLON CORP	Stock	$148K	0.1%Prev: 0.0%	1,244 SH	Increased+351 SH
BANK OF AMERICA CORP	Stock	$45K	0.0%Prev: 0.0%	914 SH	Increased-23 SH
BERKLEY W R CORPORATION	Stock	$44K	0.0%Prev: 0.1%	671 SH	Decreased-597 SH
BERKSHIRE HATHAWAY INC SERIES B NEW	Stock	$153K	0.1%Prev: 0.1%	319 SH	Decreased+5 SH
BLACKROCK INC COM NEW	Stock	$72K	0.0%Prev: 0.0%	75 SH	Decreased-3 SH
BRISTOL MYERS SQUIBB CO	Stock	$47K	0.0%Prev: 0.1%	767 SH	Decreased-542 SH
CAPITAL ONE FINANCIAL CORP	Stock	$38K	0.0%	209 SH	New
CHECK POINT SOFTWARE TECH LTD	Stock	$36K	0.0%Prev: 0.1%	251 SH	Decreased-114 SH
CHEVRON CORPORATION	Stock	$67K	0.0%Prev: 0.0%	325 SH	Increased-6 SH
CHUBB LTD	Stock	$46K	0.0%Prev: 0.1%	140 SH	Decreased-131 SH
CISCO SYSTEMS INC	Stock	$63K	0.0%Prev: 0.0%	812 SH	Increased-21 SH
COMCAST CORP NEW CL A	Stock	$41K	0.0%Prev: 0.1%	1,445 SH	Decreased-812 SH
CORPAY INC INC	Stock	$37K	0.0%Prev: 0.1%	127 SH	Decreased-104 SH
CORTEVA INC	Stock	$80K	0.0%Prev: 0.0%	954 SH	Increased-24 SH
COSTCO WHSL CORP NEW COM	Stock	$65K	0.0%Prev: 0.0%	65 SH	Increased
DEERE & CO	Stock	$42K	0.0%Prev: 0.1%	75 SH	Decreased-88 SH
DELL TECHNOLOGIES INC CL C	Stock	$61K	0.0%	369 SH	New
DOVER CORP COMMON	Stock	$59K	0.0%Prev: 0.0%	283 SH	Increased-8 SH
DRAFTKINGS INC NEW CL A	Stock	$216	0.0%Prev: 0.0%	10 SH	Decreased
ENBRIDGE INC	Stock	$43K	0.0%Prev: 0.0%	786 SH	Increased+200 SH
ENTERPRISE PRODUCTS PARTNERS	Stock	$11K	0.0%	300 SH	New
EPR PPTYS SHS BEN INT	REIT	$13K	0.0%	254 SH	New
EXELIXIS INC	Stock	$46K	0.0%	1,074 SH	New
EXPEDIA INC	Stock	$43K	0.0%Prev: 0.1%	188 SH	Decreased-311 SH
EXXON MOBIL CORP	Stock	$219K	0.1%Prev: 0.1%	1,293 SH	Increased+466 SH
FEDEX CORPORATION	Stock	$43K	0.0%Prev: 0.1%	122 SH	Decreased-199 SH
FISERV INC	Stock	$41K	0.0%Prev: 0.1%	735 SH	Decreased+361 SH
GE AEROSPACE NEW	Stock	$41K	0.0%Prev: 0.0%	143 SH	Increased-4 SH
GENERAL MOTORS CO	Stock	$43K	0.0%Prev: 0.1%	581 SH	Decreased-1,093 SH
GENL DYNAMICS CORP	Stock	$68K	0.0%Prev: 0.0%	198 SH	Increased-5 SH
GENUINE PARTS CO COM	Stock	$15K	0.0%Prev: 0.0%	145 SH	Decreased-94 SH
GILEAD SCIENCES INC	Stock	$85K	0.1%Prev: 0.0%	613 SH	Increased-16 SH
HARTFORD INSURANCE GROUP INC	Stock	$44K	0.0%Prev: 0.1%	329 SH	Decreased-345 SH
HOME DEPOT INC	Stock	$27K	0.0%Prev: 0.0%	82 SH	Decreased-3 SH
HONEYWELL INTERNATIONAL INC	Stock	$62K	0.0%Prev: 0.0%	275 SH	Increased
ILLINOIS TOOL WORKS INC	Stock	$59K	0.0%Prev: 0.0%	226 SH	Increased-6 SH
INTERLINK ELECTRONICS INC	Stock	$662	0.0%Prev: 0.0%	225 SH	Decreased+75 SH
INTERNATIONAL BUSINESS MACHINE CORP	Stock	$37K	0.0%Prev: 0.0%	152 SH	Decreased-5 SH
INTUIT INC	Stock	$41K	0.0%Prev: 0.0%	95 SH	Decreased-3 SH
INVESCO EXCH TRADED ETF SELF INDEXED FD TR BULLETSHARES 2027 MUN BD	ETF	$853K	0.5%Prev: 0.6%	36,045 SH	Increased+860 SH
INVESCO EXCH TRD ETF SELF INDXD FD TR BULLETSHRS 2029 CORP BD	ETF	$63K	0.0%Prev: 0.0%	3,394 SH	Increased
INVESCO EXCHANGE ETF TRADED SELF INDEXED BULLETSHARES 2028 CORP	ETF	$63K	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 EXCHANGE ETF TRADED SELF INDXD FD TR BLLTSHRS 2031 CRPT BD	ETF	$74K	0.0%	4,498 SH	New
INVESCO S&P MIDCAP ETF QUALITY	ETF	$119K	0.1%Prev: 0.0%	1,154 SH	Increased+831 SH
INVESCO SELF INDEXED ETF BULLETSHARES 2026 HIGH YIELD CORP BD	ETF	$28K	0.0%Prev: 0.0%	1,227 SH	Decreased
INVESCO SELF INDEXED ETF BULLETSHARES 2027 HGH YLD CRP	ETF	$14K	0.0%Prev: 0.0%	645 SH	Decreased
INVESCO SELF INDEXED ETF FD BULLETSHARES 2030 CORPORATE BD	ETF	$61K	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	$849K	0.5%Prev: 0.5%	38,935 SH	Increased+760 SH
INVESCO TR ETF S&P 500 QUALITY	ETF	$160K	0.1%Prev: 0.0%	2,124 SH	Increased+1,525 SH
INVESCO TR II ETF S&P 500 MOMENTUM	ETF	$136K	0.1%Prev: 0.1%	1,216 SH	Increased
ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE	ETF	$45.9M	28.3%Prev: 29.4%	2,194,181 SH	Increased+65,449 SH
ISHARES EDGE MSCI ETF MIN VOL USA ETF	ETF	$319K	0.2%Prev: 2.0%	3,442 SH	Decreased-27,925 SH
ISHARES IBONDS DEC ETF TR 2030 TERM MUNI BD	ETF	$33K	0.0%	1,259 SH	New
ISHARES TR ETF IBONDS DEC 2026 TERM CORP	ETF	$74K	0.0%Prev: 28.1%	3,038 SH	Decreased-1,741,938 SH
ISHARES TR ETF IBONDS DEC 2027 TERM CORPORATE ETF	ETF	$296K	0.2%Prev: 0.0%	12,191 SH	Increased+11,044 SH
ISHARES TR ETF IBONDS DEC 2028 TERM CORPORATE	ETF	$295K	0.2%Prev: 0.0%	11,652 SH	Increased+10,557 SH
ISHARES TR ETF IBONDS DEC 2029 TERM CORPORATE	ETF	$320K	0.2%Prev: 0.0%	13,764 SH	Increased+12,570 SH
ISHARES TR ETF IBONDS DEC 2030 TERM CORPORATE ETF	ETF	$261K	0.2%Prev: 0.0%	11,914 SH	Increased+10,690 SH
ISHARES TR ETF IBONDS DEC 2031 TERM MUNI BD	ETF	$32K	0.0%	1,262 SH	New
ISHARES TR ETF IBONDS DEC 2035 TERM CORP	ETF	$260K	0.2%	10,124 SH	New
ISHARES TR CORE ETF 60/40 BALANCED ALLOCATION	ETF	$2K	0.0%Prev: 0.0%	33 SH	Increased
ISHARES TR IBONDS ETF DEC 2032 TERM CORPORATE	ETF	$542K	0.3%Prev: 0.0%	21,462 SH	Increased+20,412 SH
ISHARES TR IBONDS ETF DEC 2033 TERM CORP	ETF	$259K	0.2%	10,031 SH	New
ISHARES TR IBONDS ETF DEC 2034 TERM CORPORATE	ETF	$43.1M	26.6%Prev: 0.2%	1,654,974 SH	Increased+1,645,778 SH
JOHNSON & JOHNSON	Stock	$95K	0.1%Prev: 0.1%	387 SH	Decreased-295 SH
JOHNSON CTLS INTL PLC	Stock	$43K	0.0%Prev: 0.1%	330 SH	Decreased-688 SH
JPMORGAN CHASE & CO	Stock	$137K	0.1%Prev: 0.1%	465 SH	Decreased-212 SH
KINROSS GOLD CORP (NEW) NO PAR	Stock	$610	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	$217	0.0%Prev: 0.0%	3 SH	Increased
LOCKHEED MARTIN CORP	Stock	$56K	0.0%Prev: 0.1%	92 SH	Decreased-169 SH
LUMEN TECHNOLOGIES INC LA	Stock	$63	0.0%	9 SH	New
MCDONALDS CORP	Stock	$76K	0.0%Prev: 0.1%	244 SH	Decreased-6 SH
MCKESSON CORPORATION	Stock	$41K	0.0%Prev: 0.1%	47 SH	Decreased-71 SH
MEDTRONIC PLC	Stock	$39K	0.0%Prev: 0.1%	454 SH	Decreased-400 SH
MERCK & CO INC NEW	Stock	$106K	0.1%Prev: 0.1%	883 SH	Decreased-450 SH
MICROSOFT CORP	Stock	$206K	0.1%Prev: 0.1%	557 SH	Decreased-10 SH
MORGAN STANLEY ETF PATHWAY FDS LARGE CAP EQUITY	ETF	$4K	0.0%	79 SH	New
MORGAN STANLEY ETF PATHWAY FDS SMALL-MID CAP EQUITY	ETF	$1K	0.0%	24 SH	New
NEXTERA ENERGY INC	Stock	$60K	0.0%Prev: 0.0%	644 SH	Increased-17 SH
NIOCORP DEVS LTD COM NEW	Stock	$10K	0.0%	2,173 SH	New
NOVO NORDISK A S ADR	Stock	$4K	0.0%	100 SH	New
NVIDIA CORP	Stock	$50K	0.0%	285 SH	New
ONEOK INC NEW	Stock	$96K	0.1%Prev: 0.1%	1,067 SH	Decreased
ORACLE CORPORATION	Stock	$55K	0.0%Prev: 0.0%	374 SH	Increased
PALANTIR TECHNOLOGIES INC CL A	Stock	$3K	0.0%	20 SH	New
PEPSICO INCORPORATED	Stock	$56K	0.0%Prev: 0.1%	361 SH	Decreased-205 SH
PHILLIPS 66	Stock	$97K	0.1%Prev: 0.0%	533 SH	Increased-14 SH
PNC FINANCIAL SERVICES GROUP	Stock	$40K	0.0%Prev: 0.1%	191 SH	Decreased-271 SH
PROCTER & GAMBLE CO	Stock	$44K	0.0%Prev: 0.0%	304 SH	Decreased-9 SH
PROSHARES S&P 500 ETF DIVIDEND A	ETF	$15K	0.0%Prev: 0.0%	140 SH	Increased
PULTE GROUP INC	Stock	$40K	0.0%Prev: 0.1%	338 SH	Decreased-435 SH
QUALCOMM INC	Stock	$42K	0.0%Prev: 0.1%	330 SH	Decreased-187 SH
QUEST DIAGNOSTICS INC	Stock	$42K	0.0%Prev: 0.0%	213 SH	Increased-6 SH
RENAISSANCE RE HOLDING LTD	Stock	$47K	0.0%Prev: 0.1%	157 SH	Decreased-174 SH
ROYAL CARIBBEAN CRUISES LTD NORWAY	Stock	$36K	0.0%	130 SH	New
SCHWAB US DIVIDEND ETF EQUITY	ETF	$50.7M	31.3%Prev: 30.6%	1,654,095 SH	Increased+10,290 SH
SMURFIT WESTROCK PLC SHS	Stock	$28K	0.0%Prev: 0.0%	712 SH	Decreased
SOFI TECHNOLOGIES INC	Stock	$635	0.0%Prev: 0.0%	40 SH	Increased
SOLSTICE ADVANCED MATLS INC COM	Stock	$5K	0.0%	68 SH	New
SPDR S&P CHINA ETF	ETF	$279	0.0%Prev: 0.0%	3 SH	Increased
ST STR SPDR S&P DIV ETF	ETF	$9K	0.0%	64 SH	New
STATE STR CORP	Stock	$45K	0.0%	353 SH	New
STATE STREET SPDR ETF BLOOMBERG CONVERTIBLE SECURITIES	ETF	$11K	0.0%	116 SH	New
STATE STREET SPDR ETF S&P 500	ETF	$308K	0.2%	474 SH	New
SUPER MICRO COMPUTER INC COM NEW	Stock	$2K	0.0%	70 SH	New
T-MOBILE US INC	Stock	$51K	0.0%Prev: 0.1%	243 SH	Decreased-77 SH
TARGET CORP	Stock	$22K	0.0%Prev: 0.0%	180 SH	Increased-5 SH
TRAVELERS COS INC/ THE	Stock	$45K	0.0%	153 SH	New
UBER TECHNOLOGIES INC	Stock	$647	0.0%Prev: 0.0%	9 SH	Decreased
UNITED RENTALS INC	Stock	$35K	0.0%Prev: 0.1%	48 SH	Decreased-80 SH
URGENT.LY INC NEW	Stock	$5	0.0%Prev: 0.0%	1 SH	Increased
VANGUARD FTSE ETF EUROPEAN	ETF	$82	0.0%Prev: 0.0%	1 SH	Increased
VANGUARD MEGA CAP ETF	ETF	$5K	0.0%Prev: 0.0%	22 SH	Increased
VERIZON COMMUNICATIONS COM	Stock	$13K	0.0%Prev: 0.0%	259 SH	Decreased-259 SH
VICI PPTYS INC	REIT	$44K	0.0%	1,605 SH	New
WALMART INC	Stock	$290K	0.2%Prev: 0.1%	2,332 SH	Increased
WARNER BROS DISCOVERY INC SER A	Stock	$6K	0.0%Prev: 0.0%	224 SH	Increased-224 SH
WASTE MGMT INC DEL	Stock	$73K	0.0%Prev: 0.1%	317 SH	Decreased-9 SH
WELLS FARGO & CO NEW	Stock	$398	0.0%Prev: 0.0%	5 SH	Increased
WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND	ETF	$4.1M	2.5%Prev: 2.1%	46,910 SH	Increased+7,489 SH
XTRACKERS MSCI EAFE ETF EQUITY	ETF	$3.8M	2.3%Prev: 1.8%	76,887 SH	Increased+13,616 SH
ZIMMER BIOMET HOLDINGS INC	Stock	$45K	0.0%Prev: 0.1%	502 SH	Decreased-236 SH

Sold (vs prior filing)

3M CO — $63K
AKOUSTIS TECHNOLOGIES INC — $6
AUTOZONE INC — $65K
EOG RESOURCES INC — $55K
FORD MOTOR COMPANY — $351
INGEVITY CORP — $79
INVESCO EXCHANGE ETF SELF BULLETSHARES 2025 CORPRORATE BD — $60K
INVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BD — $14K
KIMBERLY-CLARK CORP — $15K
KRAFT HEINZ CO — $79K
LOWES COMPANIES INC — $82K
MARSH AND MC LENNAN COMPANIES INC — $66K
PERFORMANCE FOOD GROUP CO — $83K
SPDR BLOOMBERG ETF CONVERTIBLE SECURITIES ETF — $9K
SPDR S&P 500 TRUST ETF — $265K
SPDR S&P DIVIDEND ETF — $9K
STARBUCKS CORP — $14K
TRUIST FINL CORP — $82K
VERICEL CORP — $44

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