Sarver Vrooman Wealth Advisors
SEC Form 13F institutional filer · CIK 0002076215
13F-HR · 85 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
94.4%
Sarver Vrooman Wealth Advisors — $61.6M AUM allocation strategy
Sarver Vrooman Wealth Advisors files SEC Form 13F and reports $61.6M of long US equity value across 85 reported holdings for 2026-03-31.
Its largest sector bet is Financials 85.7%, followed by Industrials 6.2% and Information Technology 1.4%.
The top 10 holdings account for 94% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Sarver Vrooman Wealth Advisors — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$61.6M
total across 85 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
94% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +1.11K sh · −$42.5M+$FISV +564 sh · +$18K+$VICI +449 sh · −$21.2K
Biggest trims (shares)
−$IVZ −3.4K sh · −$2.06M−$XYL −1.83K sh · −$3.85M−$GM −249 sh · −$91.7K
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
$QQQ ($604K last qtr)$ONEQ ($459K last qtr)$DIA ($378K last qtr)$LLY ($376K last qtr)$MU ($327K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage82.3%—
- Industrial Machinery & Supplies & Components6.1%—
- Asset Management & Custody Banks2.9%—
- Technology Hardware, Storage & Peripherals1.1%—
- Consumer Staples Merchandise Retail0.5%—
- Integrated Oil & Gas0.4%—
- Systems Software0.3%—
- Pharmaceuticals0.3%—
- Other holdings6.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.65M | $50.7M | +1.11K | 82.3% |
| $XYL | Xylem Inc. Common Stock New | 76.9K | $3.8M | -1.83K | 6.2% |
| $IVZ | Invesco Ltd | 61.6K | $1.66M | -3.4K | 2.7% |
| $AAPL | Apple Inc | 2.66K | $674K | +0 | 1.1% |
| $WMT | Walmart Inc | 2.33K | $290K | +0 | 0.5% |
| $XOM | ExxonMobil Holdings Corporation | 1.29K | $219K | -50 | 0.4% |
| $MSFT | Microsoft Corporation | 557 | $206K | +0 | 0.3% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 319 | $153K | +0 | 0.2% |
| $BNY | The Bank of New York Mellon Corporation | 1.24K | $148K | +373 | 0.2% |
…and 76 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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