KAVAR CAPITAL PARTNERS GROUP, LLC — 13F Holdings & Portfolio
CIK 1841766 · latest 13F-HR filed 2026-04-16
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.
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AUM
$798.4M
Long-equity book
Holdings
213
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+34 / −8 / ↑67 / ↓56
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$2.9M +38.4%
- CATERPILLAR INC$2.7M +19.8%
- AMERICAN CENTY ETF TR$2.2M +66.6%
- ADVANCED MICRO DEVICES INC$2.1M +581.0%
- SCHWAB STRATEGIC TR$1.8M +5.3%
Top Trims
- MICROSOFT CORP-$4.5M -22.6%
- APPLE INC-$3.1M -7.6%
- ALPHABET INC-$3.1M -9.9%
- THERMO FISHER SCIENTIFIC INC-$2.7M -16.1%
- BLACKSTONE INC-$2.3M -26.3%
New Positions
- VANGUARD BD INDEX FDS$32.1M
- BLACKROCK ETF TRUST II$19.8M
- ISHARES TR$12.3M
- ARES CAPITAL CORP$4.7M
- VANGUARD BD INDEX FDS$3.3M
Exited Positions
- NOVO-NORDISK A S$1.6M
- ADOBE INC$1.3M
- ARCH CAP GROUP LTD$274.1K
- MAGNUM ICE CREAM CO NV$261.8K
- ISHARES BITCOIN TRUST ETF$250.4K
All Holdings
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 | FNDX | 808524771 | $44.4M | 5.56% | 1,594,298 | SH |
| 2 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $44.0M | 5.51% | 1,714,405 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $38.5M | 4.82% | 151,533 | SH |
| 4 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $36.7M | 4.60% | 1,482,356 | SH |
| 5 | VANGUARD BD INDEX FDS | BND | 921937835 | $32.1M | 4.02% | 435,548 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $28.5M | 3.57% | 99,046 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $28.1M | 3.52% | 160,972 | SH |
| 8 | BLACKROCK ETF TRUST II | BINC | 092528603 | $19.8M | 2.47% | 380,357 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $19.5M | 2.44% | 42,326 | SH |
| 10 | CATERPILLAR INC | CAT | 149123101 | $16.0M | 2.01% | 22,651 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $15.5M | 1.94% | 41,744 | SH |
| 12 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $14.2M | 1.77% | 175,859 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $14.1M | 1.77% | 28,722 | SH |
| 14 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $13.8M | 1.73% | 125,351 | SH |
| 15 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.0M | 1.63% | 44,281 | SH |
| 16 | ISHARES TR | AOM | 464289875 | $12.3M | 1.54% | 259,957 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $11.2M | 1.40% | 360,945 | SH |
| 18 | JOHNSON & JOHNSON | JNJ | 478160104 | $10.7M | 1.34% | 43,689 | SH |
| 19 | EXXON MOBIL CORP | XOM | 30231G102 | $10.6M | 1.33% | 62,596 | SH |
| 20 | OREILLY AUTOMOTIVE INC | ORLY | 67103H107 | $10.3M | 1.29% | 111,208 | SH |
| 21 | ABBVIE INC | ABBV | 00287Y109 | $10.2M | 1.28% | 46,963 | SH |
| 22 | WALMART INC | WMT | 931142103 | $9.8M | 1.23% | 79,104 | SH |
| 23 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $9.8M | 1.22% | 97,814 | SH |
| 24 | PROCTER & GAMBLE CO | PG | 742718109 | $9.6M | 1.20% | 66,364 | SH |
| 25 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $9.6M | 1.20% | 49,770 | SH |
| 26 | DANAHER CORP DEL | DHR | 235851102 | $9.0M | 1.13% | 47,681 | SH |
| 27 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $8.6M | 1.08% | 12 | SH |
| 28 | AMERICAN CENTY ETF TR | AVLV | 025072349 | $8.5M | 1.06% | 104,826 | SH |
| 29 | VANGUARD INDEX FDS | VUG | 922908736 | $8.1M | 1.02% | 18,583 | SH |
| 30 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $8.1M | 1.01% | 276,989 | SH |
| 31 | AMAZON COM INC | AMZN | 023135106 | $8.0M | 1.00% | 38,345 | SH |
| 32 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $7.1M | 0.89% | 8,360 | SH |
| 33 | SCHWAB CHARLES CORP | SCHW | 808513105 | $6.8M | 0.85% | 72,438 | SH |
| 34 | VISA INC | V | 92826C839 | $6.7M | 0.84% | 22,280 | SH |
| 35 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $6.7M | 0.84% | 31,285 | SH |
| 36 | SCHWAB STRATEGIC TR | FNDF | 808524755 | $6.7M | 0.84% | 136,439 | SH |
| 37 | BLACKSTONE INC | BX | 09260D107 | $6.5M | 0.81% | 56,369 | SH |
| 38 | VANGUARD INDEX FDS | VBR | 922908611 | $6.0M | 0.76% | 27,796 | SH |
| 39 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.8M | 0.72% | 23,746 | SH |
| 40 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $5.5M | 0.69% | 64,694 | SH |
| 41 | DEERE & CO | DE | 244199105 | $5.5M | 0.69% | 9,737 | SH |
| 42 | FEDEX CORP | FDX | 31428X106 | $5.0M | 0.63% | 14,050 | SH |
| 43 | STARBUCKS CORP | SBUX | 855244109 | $4.9M | 0.61% | 54,517 | SH |
| 44 | PEABODY ENGR CORP | BTU | 704551100 | $4.9M | 0.61% | 147,700 | SH |
| 45 | CHEVRON CORPORATION | CVX | 166764100 | $4.8M | 0.60% | 22,963 | SH |
| 46 | UNILEVER PLC | UL | 904767803 | $4.7M | 0.59% | 83,013 | SH |
| 47 | ARES CAPITAL CORP | ARCC | 04010L103 | $4.7M | 0.59% | 262,319 | SH |
| 48 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.6M | 0.57% | 7,532 | SH |
| 49 | HOME DEPOT INC | HD | 437076102 | $4.5M | 0.56% | 13,709 | SH |
| 50 | STERIS PLC | STE | G8473T100 | $4.2M | 0.53% | 18,957 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $798.4M | 213 | 0001725547-26-000140 |
| 2025-12-31 | 2026-01-20 | $725.5M | 187 | 0001725547-26-000033 |