Sarver Vrooman Wealth Advisors
RIA/Wealth
Sarver Vrooman Wealth Advisors is a RIA/Wealth based in Kansas City, MO led by Peter Vrooman, reporting $427.2M in AUM as of Q3 2025 with 96% ETF concentration, 94% concentrated in top 10 holdings, 30% allocation to IBDW, and minimal technology exposure.
Managing PartnerPeter Vrooman
- Portfolio Value
- $155.6M
- Positions
- 127
- Top Holding
- IBDW at 29.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sarver Vrooman Wealth Advisors's portfolio (94.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $46.3M | 29.73% | +$622.3K Bought | — 2.2M shares | |
ETF ETF | $44.9M | 28.85% | -$79.9K Sold | — 1.6M shares | |
ETF ETF | $43.0M | 27.62% | +$364.0K Bought | — 1.8M shares | |
ETF ETF | $3.7M | 2.38% | +$111.5K Bought | — 41.6K shares | |
ETF ETF | $3.1M | 2.02% | +$147.9K Bought | — 33.0K shares | |
ETF ETF | $3.1M | 1.99% | +$141.1K Bought | — 66.6K shares | |
ETF ETF | $850.8K | 0.55% | +$14.0K Bought | — 38.8K shares | |
ETF ETF | $846.2K | 0.54% | +$13.7K Bought | — 35.8K shares | |
Consumer Electronics Technology | $672.5K | 0.43% | — | 0.00% 2.6K shares | |
ETF ETF | $545.5K | 0.35% | +$289.7K Bought | — 20.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sarver Vrooman Wealth Advisors's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+155.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-50.0% | |
-50.0% |
Analytics
Portfolio insights and performance metrics for Sarver Vrooman Wealth Advisors
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