Sarver Vrooman Wealth Advisors has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2031 Ter with a value of $45.2B, Schwab Strategic Tr Us Dividen with a value of $43.6B, Ishares Tr Ibonds Dec 2026 Ter with a value of $42.5B, Wisdomtree Tr Us Quality Divid with a value of $3.38B, and Ishares Msci Usa Min Vol Facto with a value of $2.95B.
Examining the 13F form we can see an increase of $162M in the current position value, from $150B to 150B.
Sarver Vrooman Wealth Advisors is based out at Kansas City, MO
Below you can find more details about Sarver Vrooman Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$150 Billion
ETFs: $98.8 Billion
Technology: $1.33 Billion
Financial Services: $1.24 Billion
Industrials: $753 Million
Healthcare: $702 Million
Consumer Defensive: $497 Million
Consumer Cyclical: $483 Million
Energy: $394 Million
Other: $379 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
