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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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