Sarver Vrooman Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 8, 2025), Sarver Vrooman Wealth Advisors reported 129 stock positions worth $150.3 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 30.6% of the portfolio, followed by iShares Ibonds Dec 2031 (IBDW, 29.4%) and iShares Ibonds Dec 2026 Term (IBDR, 28.1%).
- Most Recent 13F
- Q2 2026
- Location
- KANSAS CITY, MO
- CIK
- 0002076215
- Portfolio Value
- $150.3M (Q1 2025)
- SEC Filing
- 0002076215-25-000001 ↗ filed Jul 8, 2025
Holdings Value
Holdings 129 stocks · $150.3M
| SCHD Schwab US DVD Equity ETF | 30.58% | 1,643,805 | $46.0M | — |
| IBDW iShares Ibonds Dec 2031 Corp. | 29.39% | 2,128,732 | $44.2M | — |
| IBDR iShares Ibonds Dec 2026 Term | 28.11% | 1,744,976 | $42.2M | — |
| DGRW Wisdomtree U.S. Quality Divi | 2.09% | 39,421 | $3.1M | — |
| USMV iShares MSCI USA Min Vol Fac | 1.95% | 31,367 | $2.9M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.82% | 63,271 | $2.7M | — |
| BSMR Invesco Bulletshares 2027 MB | 0.55% | 35,185 | $829K | — |
| BSMU Invesco Bulletshares 2030 MB | 0.55% | 38,175 | $824K | — |
| AAPL Apple Inc. | 0.18% | 1,241 | $276K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 474 | $265K | — |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.16% | 9,196 | $237K | — |
| MSFT Microsoft Corp. | 0.14% | 567 | $213K | — |
| WMT Walmart Inc. | 0.14% | 2,332 | $205K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 314 | $167K | — |
| JPM JPMorgan Chase & Co. | 0.11% | 677 | $166K | — |
| AMGN Amgen Inc. | 0.09% | 418 | $130K | — |
| MRK Merck & Co. Inc. | 0.08% | 1,333 | $120K | — |
| LMT Lockheed Martin Corp. | 0.08% | 261 | $117K | — |
| JNJ Johnson & Johnson | 0.08% | 682 | $113K | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.07% | 1,216 | $113K | — |
| OKE Oneok Inc. | 0.07% | 1,067 | $106K | — |
| XOM Exxon Mobil Corp. | 0.07% | 827 | $98K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.06% | 1,268 | $90K | — |
| TMUS T-Mobile US Inc. | 0.06% | 320 | $85K | — |
| PEP Pepsico Inc. | 0.06% | 566 | $85K | — |
| EXPE Expedia Group Inc. | 0.06% | 499 | $84K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.06% | 738 | $84K | — |
| HIG Hartford Insurance Group Inc. | 0.06% | 674 | $83K | — |
| CMCSA Comcast Corp. Class A | 0.06% | 2,257 | $83K | — |
| CHKP Check Point Software Tech | 0.06% | 365 | $83K | — |
| APO Apollo Global Management Inc. | 0.06% | 607 | $83K | — |
| ADP Automatic Data Processing | 0.06% | 272 | $83K | — |
| FISV Fiserv Inc. | 0.05% | 374 | $83K | — |
| PFGC Performance Food Group Co. | 0.05% | 1,050 | $83K | — |
| AFG American Financial Group Inc. | 0.05% | 628 | $82K | — |
| TFC Truist Financial Corp. | 0.05% | 2,002 | $82K | — |
| CB Chubb Ltd. | 0.05% | 271 | $82K | — |
| LOW Lowe's Cos Inc. | 0.05% | 350 | $82K | — |
| JCI Johnson Controls Internation | 0.05% | 1,018 | $82K | — |
| AXP American Express Co. | 0.05% | 303 | $82K | — |
| PNC PNC Financial Services Group | 0.05% | 462 | $81K | — |
| MO Altria Group Inc. | 0.05% | 1,352 | $81K | — |
| CPAY Corpay Inc. | 0.05% | 231 | $81K | — |
| URI United Rentals Inc. | 0.05% | 128 | $80K | — |
| BMY Bristol-Myers Squibb Co. | 0.05% | 1,309 | $80K | — |
| PHM Pultegroup Inc. | 0.05% | 773 | $79K | — |
| RNR Renaissancere Holdings Ltd. | 0.05% | 331 | $79K | — |
| QCOM Qualcomm Inc. | 0.05% | 517 | $79K | — |
| MCK McKesson Corp. | 0.05% | 118 | $79K | — |
| KHC The Kraft Heinz Co. | 0.05% | 2,606 | $79K | — |
| GM General Motors Co. | 0.05% | 1,674 | $79K | — |
| FDX FedEx Corp. | 0.05% | 321 | $78K | — |
| MCD McDonald's Corp. | 0.05% | 250 | $78K | — |
| MDT Medtronic PLC | 0.05% | 854 | $77K | — |
| DE Deere & Co. | 0.05% | 163 | $77K | — |
| WM Waste Management Inc. | 0.05% | 326 | $75K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.05% | 893 | $75K | — |
| BLK BlackRock Inc. | 0.05% | 78 | $74K | — |
| GILD Gilead Sciences Inc. | 0.05% | 629 | $70K | — |
| PSX Phillips 66 | 0.04% | 547 | $68K | — |
| MRSH Marsh & McLennan Cos | 0.04% | 269 | $66K | — |
| AZO AutoZone Inc. | 0.04% | 17 | $65K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.04% | 3,212 | $63K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.04% | 3,092 | $63K | — |
| BSCT Invesco Bulletshares 2029 CB | 0.04% | 3,394 | $63K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.04% | 3,219 | $63K | — |
| MMM 3M Co. | 0.04% | 426 | $63K | — |
| CTVA Corteva Inc. | 0.04% | 978 | $62K | — |
| COST Costco Wholesale Corp. | 0.04% | 65 | $61K | — |
| BSCU Invesco Bulletshares 2030 CB | 0.04% | 3,642 | $60K | — |
| INTU Intuit Inc. | 0.04% | 98 | $60K | — |
| BSCP Invesco Bulletshares 2025 CB | 0.04% | 2,902 | $60K | — |
| HON Honeywell International Inc. | 0.04% | 275 | $58K | — |
| ITW Illinois Tool Works | 0.04% | 232 | $58K | — |
| CVX Chevron Corp. | 0.04% | 331 | $55K | — |
| GD General Dynamics Corp. | 0.04% | 203 | $55K | — |
| EOG EOG Resources Inc. | 0.04% | 431 | $55K | — |
| PG The Procter & Gamble Co. | 0.04% | 313 | $53K | — |
| T AT&T Inc. | 0.03% | 1,852 | $52K | — |
| ORCL Oracle Corp. | 0.03% | 374 | $52K | — |
| CSCO Cisco Systems Inc. | 0.03% | 833 | $51K | — |
| DOV Dover Corp. | 0.03% | 291 | $51K | — |
| NEE Nextera Energy Inc. | 0.03% | 661 | $47K | — |
| AEE Ameren Corporation | 0.03% | 421 | $42K | — |
| SPHQ Invesco S&P 500 Quality ETF | 0.03% | 599 | $40K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 937 | $39K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 157 | $39K | — |
| DGX Quest Diagnostics Inc. | 0.02% | 219 | $37K | — |
| SW Smurfit Westrock PLC | 0.02% | 712 | $32K | — |
| HD Home Depot Inc. | 0.02% | 85 | $31K | — |
| XMHQ Invesco S&P Midcap Qual ETF | 0.02% | 323 | $30K | — |
| GE General Electric filed as GE AEROSPACE | 0.02% | 147 | $29K | — |
| BSJS Invesco Bulletshares 2028 HY | 0.02% | 1,328 | $29K | — |
| GPC Genuine Parts Co. | 0.02% | 239 | $28K | — |
| BSJQ Invesco Bulletshares 2026 HY | 0.02% | 1,227 | $28K | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.02% | 1,147 | $28K | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.02% | 1,095 | $28K | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.02% | 1,194 | $28K | — |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.02% | 1,224 | $27K | — |
| IBDX iShares Ibonds Dec 2032 TC | 0.02% | 1,050 | $26K | — |
| ENB Enbridge Inc. | 0.02% | 586 | $26K | — |
| AEP American Electric Power | 0.02% | 229 | $25K | — |
| VZ Verizon Communications Inc. | 0.02% | 518 | $23K | — |
| TGT Target Corp. | 0.01% | 185 | $19K | — |
| KMB Kimberly-Clark Corp. | 0.01% | 108 | $15K | — |
| BSJR Invesco Bulletshares 2027 HY | 0.01% | 645 | $14K | — |
| BSJP Invesco Bulletshares 2025 HY | 0.01% | 622 | $14K | — |
| SBUX Starbucks Corp. | 0.01% | 146 | $14K | — |
| NOBL Proshares S&P 500 Dividend A | 0.01% | 140 | $14K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.01% | 115 | $9K | — |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 63 | $9K | — |
| WBD Warner Bros Discovery Inc. | 0.00% | 448 | $5K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.00% | 22 | $4K | — |
| AOR iShares Core 60/40 Balanced | 0.00% | 33 | $2K | — |
| LINK Interlink Electronics Inc. | 0.00% | 150 | $957 | — |
| UBER Uber Technologies Inc. | 0.00% | 9 | $655 | — |
| SOFI Sofi Technologies Inc. | 0.00% | 40 | $465 | — |
| KTOS Kratos Defense & Security | 0.00% | 15 | $445 | — |
| WFC Wells Fargo & Co. | 0.00% | 5 | $358 | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.00% | 35 | $351 | — |
| DKNG Draftkings Inc. Class A | 0.00% | 10 | $332 | — |
| GXC State Street SPDR S&P China | 0.00% | 3 | $258 | — |
| KGC Kinross Gold Corp. | 0.00% | 20 | $252 | — |
| KR Kroger Co. | 0.00% | 3 | $203 | — |
| NGVT Ingevity Corp. | 0.00% | 2 | $79 | — |
| VGK Vanguard Ftse Europe ETF | 0.00% | 1 | $70 | — |
| VCEL Vericel Corp. | 0.00% | 1 | $44 | — |
| AKTSQ Akoustis Technologies Inc. | 0.00% | 1,000 | $6 | — |
| ULYX Urgent.ly Inc. | 0.00% | 1 | $4 | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $167.8M | SCHD, IBDW, IBDZ, DGRW, DBEF |
| Q1 2026 | 138 | $162.4M | SCHD, IBDW, IBDZ, DGRW, DBEF |
| Q4 2025Amended | 137 | $157.3M | IBDW, SCHD, IBDR, DGRW, DBEF |
| Q3 2025 | 130 | $155.6M | IBDW, SCHD, IBDR, DGRW, USMV |
| Q2 2025 | 129 | $150.5M | IBDW, SCHD, IBDR, DGRW, USMV |
| Q1 2025 | 129 | $150.3M | SCHD, IBDW, IBDR, DGRW, USMV |