KAVAR CAPITAL PARTNERS GROUP, LLC — 13F Holdings & Portfolio
CIK 1841766 · latest 13F-HR filed 2026-07-20
KAVAR CAPITAL PARTNERS GROUP, LLC manages $811.6M in 13F-reported U.S. long-equity assets across 204 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHX (6.40%), FNDX (6.33%), AAPL (5.40%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions, exited 28, added to 124, and trimmed 33.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 420
LEAWOOD, KS 66211
$811.6M
Long-equity book
204
Distinct positions
2026-06-30
Filed 2026-07-20
+19 / −28 / ↑124 / ↓33
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CATERPILLAR INC$9.2M +57.0%
- SCHWAB STRATEGIC TR$8.0M +18.2%
- SCHWAB STRATEGIC TR$6.9M +15.6%
- ALPHABET INC$6.9M +24.1%
- SCHWAB STRATEGIC TR$5.9M +16.2%
Top Trims
- PEABODY ENGR CORP-$1.5M -29.8%
- CHEVRON CORPORATION-$928.2K -19.5%
- NIKE INC-$851.4K -31.1%
- FEDEX CORP-$599.2K -12.0%
- BP PLC-$597.7K -27.9%
New Positions
- FEDEX FGHT HLDG CO INC$1.1M
- MICRON TECHNOLOGY INC$801.1K
- APPLIED MATLS INC$519.1K
- KLA CORP$386.2K
- PALO ALTO NETWORKS INC$343.1K
Exited Positions
- VANGUARD BD INDEX FDS$32.1M
- BLACKROCK ETF TRUST II$19.8M
- ISHARES TR$12.3M
- EXXON MOBIL CORP$10.6M
- ARES CAPITAL CORP$4.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $52.0M | 6.40% | 1,766,011 | SH |
| 2 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $51.3M | 6.33% | 1,650,796 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $43.8M | 5.40% | 151,324 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $42.6M | 5.25% | 1,538,803 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $35.4M | 4.36% | 98,917 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $32.3M | 3.98% | 161,272 | SH |
| 7 | CATERPILLAR INC | CAT | 149123101 | $25.2M | 3.11% | 23,665 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $20.9M | 2.58% | 42,370 | SH |
| 9 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $17.5M | 2.15% | 180,897 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $16.2M | 2.00% | 43,548 | SH |
| 11 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $16.1M | 1.98% | 129,081 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $14.6M | 1.79% | 44,470 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $14.5M | 1.79% | 28,923 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $13.9M | 1.71% | 376,253 | SH |
| 15 | ABBVIE INC | ABBV | 00287Y109 | $11.8M | 1.46% | 47,061 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $11.1M | 1.36% | 43,615 | SH |
| 17 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $10.8M | 1.33% | 104,566 | SH |
| 18 | VANGUARD INDEX FDS | VUG | 922908736 | $10.5M | 1.29% | 121,681 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $10.5M | 1.29% | 289,888 | SH |
| 20 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $10.4M | 1.29% | 49,105 | SH |
| 21 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $10.3M | 1.27% | 112,322 | SH |
| 22 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $9.9M | 1.22% | 108,993 | SH |
| 23 | PROCTER & GAMBLE CO | PG | 742718109 | $9.8M | 1.20% | 66,498 | SH |
| 24 | WALMART INC | WMT | 931142103 | $9.6M | 1.18% | 84,577 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $9.4M | 1.15% | 39,319 | SH |
| 26 | DANAHER CORP DEL | DHR | 235851102 | $9.1M | 1.12% | 47,763 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $9.0M | 1.11% | 12 | SH |
| 28 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $8.4M | 1.04% | 8,352 | SH |
| 29 | VISA INC | V | 92826C839 | $7.7M | 0.95% | 22,391 | SH |
| 30 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $7.3M | 0.90% | 31,033 | SH |
| 31 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $7.1M | 0.87% | 134,489 | SH |
| 32 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $7.0M | 0.86% | 12,015 | SH |
| 33 | SCHWAB CHARLES CORP | SCHW | 808513105 | $6.9M | 0.85% | 74,442 | SH |
| 34 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.8M | 0.84% | 24,223 | SH |
| 35 | BLACKSTONE INC | BX | 09260D107 | $6.8M | 0.83% | 57,443 | SH |
| 36 | VANGUARD INDEX FDS | VBR | 922908611 | $6.7M | 0.83% | 27,715 | SH |
| 37 | ELI LILLY & CO | LLY | 532457108 | $6.7M | 0.83% | 5,587 | SH |
| 38 | DEERE & CO | DE | 244199105 | $6.2M | 0.77% | 9,831 | SH |
| 39 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $6.0M | 0.74% | 67,572 | SH |
| 40 | STARBUCKS CORP | SBUX | 855244109 | $5.4M | 0.66% | 52,559 | SH |
| 41 | UNILEVER PLC | UL | 904767803 | $5.0M | 0.62% | 83,168 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $4.9M | 0.60% | 13,762 | SH |
| 43 | VANGUARD INDEX FDS | VOO | 922908363 | $4.6M | 0.56% | 6,632 | SH |
| 44 | FEDEX CORP | FDX | 31428X106 | $4.4M | 0.54% | 14,068 | SH |
| 45 | ASML HLDG NV | ASML | N07059210 | $4.1M | 0.51% | 2,067 | SH |
| 46 | COCA COLA CO | KO | 191216100 | $4.1M | 0.50% | 50,166 | SH |
| 47 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.1M | 0.50% | 7,977 | SH |
| 48 | STERIS PLC | STE | G8473T100 | $4.0M | 0.49% | 18,858 | SH |
| 49 | EMERSON ELEC CO | EMR | 291011104 | $3.9M | 0.49% | 27,505 | SH |
| 50 | CHEVRON CORPORATION | CVX | 166764100 | $3.8M | 0.47% | 23,062 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $811.6M | 204 | 0001725547-26-000239 |
| 2026-03-31 | 2026-04-16 | $798.4M | 213 | 0001725547-26-000140 |
| 2025-12-31 | 2026-01-20 | $725.5M | 187 | 0001725547-26-000033 |