Sarver Vrooman Wealth Advisors Portfolio Holdings

Sarver Vrooman Wealth Advisors

  • $150 Billion
  • Q1 2025

Sarver Vrooman Wealth Advisors has filed its 13F form on July 08, 2025 for Q1 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: Schwab Strategic Tr Us Dividen with a value of $46B, Ishares Tr Ibonds Dec 2031 Ter with a value of $44.2B, Ishares Tr Ibonds Dec 2026 Ter with a value of $42.2B, Wisdomtree Tr Us Quality Divid with a value of $3.15B, and Ishares Msci Usa Min Vol Facto with a value of $2.94B.

Examining the 13F form we can see an increase of $150B in the current position value.

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: $99.7 Billion
Financial Services: $1.26 Billion
Technology: $938 Million
Industrials: $906 Million
Healthcare: $790 Million
Consumer Defensive: $682 Million
Consumer Cyclical: $541 Million
Energy: $408 Million
Other: $425 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.9B
$55.3 Million 0.04% of portfolio
203
Q1 2025 New
$70.1B
$55.3 Million 0.04% of portfolio
431
Q1 2025 New
$380B
$53.3 Million 0.04% of portfolio
313
Q1 2025 New
$439B
$61.5 Million 0.04% of portfolio
65
Q1 2025 New
$55B
$61.5 Million 0.04% of portfolio
978
Q1 2025 New
$60.8B
$67.5 Million 0.04% of portfolio
547
Q1 2025 New
$106B
$65.6 Million 0.04% of portfolio
269
Q1 2025 New
$72B
$64.8 Million 0.04% of portfolio
17
Q1 2025 New
$83.9B
$62.6 Million 0.04% of portfolio
426
Q1 2025 New
$262B
$39 Million 0.03% of portfolio
157
Q1 2025 New
$390B
$39.1 Million 0.03% of portfolio
937
Q1 2025 New
$24.8B
$42.3 Million 0.03% of portfolio
421
Q1 2025 New
$147B
$46.9 Million 0.03% of portfolio
661
Q1 2025 New
$26.3B
$51.1 Million 0.03% of portfolio
291
Q1 2025 New
$283B
$51.4 Million 0.03% of portfolio
833
Q1 2025 New
$626B
$52.3 Million 0.03% of portfolio
374
Q1 2025 New
$89.4B
$26 Million 0.02% of portfolio
586
Q1 2025 New
$53.5B
$25 Million 0.02% of portfolio
229
Q1 2025 New
$180B
$23.5 Million 0.02% of portfolio
518
Q1 2025 New
$15.6B
$37.1 Million 0.02% of portfolio
219
Q1 2025 New
$376B
$31.2 Million 0.02% of portfolio
85
Q1 2025 New
$272B
$29.4 Million 0.02% of portfolio
147
Q1 2025 New
$17.7B
$28.5 Million 0.02% of portfolio
239
Q1 2025 New
$108B
$14.3 Million 0.01% of portfolio
146
Q1 2025 New
$44.4B
$15.4 Million 0.01% of portfolio
108
Q1 2025 New
$46.8B
$19.3 Million 0.01% of portfolio
185
Q1 2025 New
$20.9B
$252,000 0.0% of portfolio
20
Q1 2025 New
$51.1B
$203,000 0.0% of portfolio
3
Q1 2025 New
$1.73B
$79,000 0.0% of portfolio
2
Q1 2025 New
$1.86B
$44,000 0.0% of portfolio
1
Q1 2025 New
$0
$6,000 0.0% of portfolio
1,000
Q1 2025 New
$18.2B
$332,000 0.0% of portfolio
10
Q1 2025 New
$45.8B
$351,000 0.0% of portfolio
35
Q1 2025 New
$313B
$358,000 0.0% of portfolio
5
Q1 2025 New
$5.64B
$445,000 0.0% of portfolio
15
Q1 2025 New
$15.4B
$465,000 0.0% of portfolio
40
Q1 2025 New
$191B
$655,000 0.0% of portfolio
9
Q1 2025 New
$49.9M
$957,000 0.0% of portfolio
150
Q1 2025 New
$27.2B
$4.81 Million 0.0% of portfolio
448
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 129
  • Current Value $150 Billion
  • Filing
  • Period Q1 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 129 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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