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Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors is a fee-only fiduciary registered investment adviser headquartered in Kansas City, MO. The firm primarily serves accredited engineers, executives, and entrepreneurs, providing comprehensive wealth management, investment planning, and retirement strategies. Founded in 2019, the firm has a small team of experienced equity partners and emphasizes a disciplined, customized approach to financial planning and investment management. Their client service also extends to asset management, estate planning, insurance reviews, and charitable gifting strategies, focusing on high-net-worth individuals as the core client base. The firm is recognized in Forbes rankings of Best-In-State Wealth Management Teams in Missouri.
Investment Strategy
Sarver Vrooman Wealth Advisors applies a diversified investment management philosophy with a strong emphasis on risk management and alignment of client interests. The firm builds customized portfolios using value equities, dividend equities, convertible bond strategies, diversified bond strategies, and alternative investments. They prioritize diversification to provide consistent returns and minimize portfolio volatility while tailoring plans to each client's financial goals and risk tolerance. Their approach includes educating clients about financial literacy, employing disciplined planning processes, and periodically monitoring and refining investment strategies to ensure alignment with client objectives. Alternative investments, including private equity, are used selectively to enhance diversification and potential returns.
Latest 13F Filing Activity
Sarver Vrooman Wealth Advisors filed their most recent 13F report on Sep 30, 2025 disclosing 124 equity positions with a total 13F market value of $156M. The fund increased holdings in Schwab Us Dividend Etf Equity, Ishares Etf TR Ibonds Dec 2031 Trem Corporate, Ishares TR Etf Ibonds Dec 2026 Term Corp. among other positions. Sarver Vrooman Wealth Advisors reduced exposure to At & T Inc., Kimberly-clark Corp., Starbucks Corp. among others.
Top Holdings
Equity Positions (124)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDW | ISHARES ETF TR IBONDS DEC 2031 TREM CORPORATE | 29.73% | $46.3M | 2,179,772 | $20.76 | $21.22 | +$1.0M |
S SCHD | SCHWAB US DIVIDEND ETF EQUITY | 28.84% | $44.9M | 1,643,783 | $27.96 | $27.30 | +$1.2M |
I IBDR | ISHARES TR ETF IBONDS DEC 2026 TERM CORP | 27.62% | $43.0M | 1,768,383 | $24.21 | $24.30 | +$451.7K |
D DGRW | WISDOMTREE US QUAL ETF DIVIDEND GROWTH FUND | 2.38% | $3.7M | 41,636 | $80.22 | $88.96 | +$322.3K |
U USMV | ISHARES EDGE MSCI ETF MIN VOL USA ETF | 2.02% | $3.1M | 32,980 | $93.73 | $95.14 | +$187.9K |
Industry Allocation
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