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Manager record

Sarver Vrooman Wealth Advisors

Kansas City, MO · CIK 2076215 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$169.98MReported 13F valueQ3 2026 · as filed
142Holdings listed
+1.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 01Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $300.8M$300.8MQ2 2025258 holdingsQ3 2025: $155.6M$155.6MQ3 2025130 holdingsQ4 2025: $157.3M$157.3MQ4 2025137 holdingsQ1 2026: $162.4M$162.4MQ1 2026138 holdingsQ2 2026: $167.8M$167.8MQ2 2026146 holdingsQ3 2026: $170.0M$170.0MQ3 2026142 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 01 2026 13F-HR · period Q3 2026

$169.98M · 142 holdings listed · View original SEC filing ↗
Jul 02 2026 13F-HR · period Q2 2026

$167.77M · 146 holdings listed · View original SEC filing ↗
Apr 23 2026 13F-HR/A · period Q4 2025

$157.31M · 137 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$162.35M · 138 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$175.35M · 263 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$155.59M · 130 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$150.47M · 129 holdings listed · View original SEC filing ↗
Jul 08 2025 13F-HR · period Q2 2025

$150.31M · 129 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 01, 2026 · Change methodology