Sarver Vrooman Wealth Advisors Portfolio Holdings

Sarver Vrooman Wealth Advisors

  • $150 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$60.3 Million 0.04% of portfolio
1,029
Q2 2025 Reduced 23.89%
$0
$61.1 Million 0.04% of portfolio
3,642
Q1 2025 New
$106B
$58.6 Million 0.04% of portfolio
80
Q2 2025 Reduced 32.2%
$10.8B
$58.4 Million 0.04% of portfolio
463
Q2 2025 Reduced 26.27%
$28B
$58 Million 0.04% of portfolio
262
Q2 2025 Reduced 28.22%
$283B
$57.8 Million 0.04% of portfolio
833
Q1 2025 New
$78.2B
$57.4 Million 0.04% of portfolio
232
Q1 2025 New
$19.4B
$54.9 Million 0.04% of portfolio
602
Q2 2025 Reduced 18.43%
$98.8B
$54.9 Million 0.04% of portfolio
1,185
Q2 2025 Reduced 9.47%
$296B
$53.6 Million 0.04% of portfolio
225
Q2 2025 Reduced 29.69%
$202B
$53.6 Million 0.04% of portfolio
1,852
Q1 2025 New
$26.3B
$53.3 Million 0.04% of portfolio
291
Q1 2025 New
$156B
$61.2 Million 0.04% of portfolio
1,716
Q2 2025 Reduced 23.97%
Corpay Inc Inc
-
$62.1 Million 0.04% of portfolio
-
Q2 2025 Reduced 19.05%
$117B
$62.2 Million 0.04% of portfolio
714
Q2 2025 Reduced 16.39%
$24.6B
$65.8 Million 0.04% of portfolio
624
Q2 2025 Reduced 19.28%
$84.9B
$65.5 Million 0.04% of portfolio
462
Q2 2025 Reduced 23.89%
$73.6B
$65.4 Million 0.04% of portfolio
1,330
Q2 2025 Reduced 20.55%
$60.8B
$65.3 Million 0.04% of portfolio
547
Q1 2025 New
$439B
$64.3 Million 0.04% of portfolio
65
Q1 2025 New
$61.2B
$64.1 Million 0.04% of portfolio
282
Q2 2025 Reduced 12.15%
$161B
$64 Million 0.04% of portfolio
275
Q1 2025 New
$39.3B
$63.6 Million 0.04% of portfolio
501
Q2 2025 Reduced 25.67%
$18.8B
$63.5 Million 0.04% of portfolio
864
Q2 2025 Reduced 31.86%
$185B
$62.5 Million 0.04% of portfolio
473
Q2 2025 Reduced 16.43%
$60.7B
$62.6 Million 0.04% of portfolio
234
Q2 2025 New
$0
$62.8 Million 0.04% of portfolio
3,219
Q1 2025 New
$154B
$63.1 Million 0.04% of portfolio
124
Q2 2025 Reduced 23.93%
$0
$63.1 Million 0.04% of portfolio
3,212
Q1 2025 New
$0
$63.4 Million 0.04% of portfolio
3,092
Q1 2025 New
$0
$63.5 Million 0.04% of portfolio
3,394
Q1 2025 New
$272B
$37.8 Million 0.03% of portfolio
147
Q1 2025 New
$15.6B
$39.3 Million 0.03% of portfolio
219
Q1 2025 New
$24.8B
$40.4 Million 0.03% of portfolio
421
Q1 2025 New
$123B
$44 Million 0.03% of portfolio
95
Q2 2025 Reduced 63.6%
$390B
$44.3 Million 0.03% of portfolio
937
Q1 2025 New
$72B
$44.5 Million 0.03% of portfolio
12
Q2 2025 Reduced 29.41%
$147B
$45.9 Million 0.03% of portfolio
661
Q1 2025 New
$380B
$49.9 Million 0.03% of portfolio
313
Q1 2025 New
$79.5B
$47.4 Million 0.03% of portfolio
275
Q2 2025 Reduced 26.47%
$289B
$47.4 Million 0.03% of portfolio
331
Q1 2025 New
$0
$47.2 Million 0.03% of portfolio
662
Q2 2025 Added 10.52%
$262B
$46.3 Million 0.03% of portfolio
157
Q1 2025 New
$53.5B
$23.8 Million 0.02% of portfolio
229
Q1 2025 New
$89.4B
$26.6 Million 0.02% of portfolio
586
Q1 2025 New
$0
$28.6 Million 0.02% of portfolio
1,227
Q1 2025 New
$17.7B
$29 Million 0.02% of portfolio
239
Q1 2025 New
$0
$29.3 Million 0.02% of portfolio
1,328
Q1 2025 New
Smurfit Westrock PLC Shs
-
$30.7 Million 0.02% of portfolio
-
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $150 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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