Filed: 4/23/2025ACC: 0001725547-25-001451
📋 What this filing means
KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $600.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$600.02M
Total AUM (reported)
9.22M
Total Shares
Allocation by class
COM$311.01M51.8%
FUNDAMENTAL US L$34.24M5.7%
US LRG CAP ETF$31.66M5.3%
INTL EQTY ETF$25.26M4.2%
CL B NEW$20.99M3.5%
CL A$19.47M3.2%
CAP STK CL A$15.97M2.7%
Portfolio Concentration
Top 3$100.54M16.8%
4–10$121.58M20.3%
11–25$132.00M22.0%
Rest$245.90M41.0%
Top 3 weight
16.8%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 9.22M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole177
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings177
Rows:
APPLE INC
SOLEShares155.94K
TypeSH
Market value$34.64M
5.77%
Sole
0.00
Shared
0.00
None
155.94K
SCHWAB STRATEGIC TR
SOLEShares1.45M
TypeSH
Market value$34.24M
5.71%
Sole
0.00
Shared
0.00
None
1.45M
SCHWAB STRATEGIC TR
SOLEShares1.43M
TypeSH
Market value$31.66M
5.28%
Sole
0.00
Shared
0.00
None
1.43M
SCHWAB STRATEGIC TR
SOLEShares1.28M
TypeSH
Market value$25.26M
4.21%
Sole
0.00
Shared
0.00
None
1.28M
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.43K
TypeSH
Market value$20.99M
3.50%
Sole
0.00
Shared
0.00
None
41.43K
NVIDIA CORPORATION
SOLEShares165.75K
TypeSH
Market value$17.96M
2.99%
Sole
0.00
Shared
0.00
None
165.74K
ALPHABET INC
SOLEShares103.28K
TypeSH
Market value$15.97M
2.66%
Sole
0.00
Shared
0.00
None
103.28K
MICROSOFT CORP
SOLEShares41K
TypeSH
Market value$15.39M
2.56%
Sole
0.00
Shared
0.00
None
41K
THERMO FISHER SCIENTIFIC INC
SOLEShares29.30K
TypeSH
Market value$14.58M
2.43%
Sole
0.00
Shared
0.00
None
29.30K
PROCTER AND GAMBLE CO
SOLEShares67K
TypeSH
Market value$11.42M
1.90%
Sole
0.00
Shared
0.00
None
67K
OREILLY AUTOMOTIVE INC
SOLEShares7.42K
TypeSH
Market value$10.63M
1.77%
Sole
0.00
Shared
0.00
None
7.42K
JPMORGAN CHASE & CO.
SOLEShares43.13K
TypeSH
Market value$10.58M
1.76%
Sole
0.00
Shared
0.00
None
43.13K
AMERICAN CENTY ETF TR
SOLEShares117.57K
TypeSH
Market value$10.25M
1.71%
Sole
0.00
Shared
0.00
None
117.57K
INVESCO EXCHANGE TRADED FD T
SOLEShares57.42K
TypeSH
Market value$9.95M
1.66%
Sole
0.00
Shared
0.00
None
57.42K
ABBVIE INC
SOLEShares47.22K
TypeSH
Market value$9.89M
1.65%
Sole
0.00
Shared
0.00
None
47.22K
DANAHER CORPORATION
SOLEShares47.76K
TypeSH
Market value$9.79M
1.63%
Sole
0.00
Shared
0.00
None
47.76K
AMERICAN CENTY ETF TR
SOLEShares154.37K
TypeSH
Market value$9.29M
1.55%
Sole
0.00
Shared
0.00
None
154.37K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.00
TypeSH
Market value$8.78M
1.46%
Sole
0.00
Shared
0.00
None
11.00
VANGUARD SPECIALIZED FUNDS
SOLEShares39.93K
TypeSH
Market value$7.75M
1.29%
Sole
0.00
Shared
0.00
None
39.93K
SCHWAB STRATEGIC TR
SOLEShares294.16K
TypeSH
Market value$7.71M
1.28%
Sole
0.00
Shared
0.00
None
294.16K
JOHNSON & JOHNSON
SOLEShares46.27K
TypeSH
Market value$7.67M
1.28%
Sole
0.00
Shared
0.00
None
46.27K
VISA INC
SOLEShares21.64K
TypeSH
Market value$7.59M
1.26%
Sole
0.00
Shared
0.00
None
21.64K
CATERPILLAR INC
SOLEShares22.86K
TypeSH
Market value$7.54M
1.26%
Sole
0.00
Shared
0.00
None
22.86K
EXXON MOBIL CORP
SOLEShares62.53K
TypeSH
Market value$7.44M
1.24%
Sole
0.00
Shared
0.00
None
62.53K
WALMART INC
SOLEShares81.49K
TypeSH
Market value$7.15M
1.19%
Sole
0.00
Shared
0.00
None
81.49K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 155.94K | SH | $34.64M 5.77% | 0.00 | 0.00 | 155.94K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.45M | SH | $34.24M 5.71% | 0.00 | 0.00 | 1.45M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.43M | SH | $31.66M 5.28% | 0.00 | 0.00 | 1.43M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.28M | SH | $25.26M 4.21% | 0.00 | 0.00 | 1.28M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.43K | SH | $20.99M 3.50% | 0.00 | 0.00 | 41.43K |
NVIDIA CORPORATIONSOLE | COM | 165.75K | SH | $17.96M 2.99% | 0.00 | 0.00 | 165.74K |
ALPHABET INCSOLE | CAP STK CL A | 103.28K | SH | $15.97M 2.66% | 0.00 | 0.00 | 103.28K |
MICROSOFT CORPSOLE | COM | 41K | SH | $15.39M 2.56% | 0.00 | 0.00 | 41K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 29.30K | SH | $14.58M 2.43% | 0.00 | 0.00 | 29.30K |
PROCTER AND GAMBLE COSOLE | COM | 67K | SH | $11.42M 1.90% | 0.00 | 0.00 | 67K |
OREILLY AUTOMOTIVE INCSOLE | COM | 7.42K | SH | $10.63M 1.77% | 0.00 | 0.00 | 7.42K |
JPMORGAN CHASE & CO.SOLE | COM | 43.13K | SH | $10.58M 1.76% | 0.00 | 0.00 | 43.13K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 117.57K | SH | $10.25M 1.71% | 0.00 | 0.00 | 117.57K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 57.42K | SH | $9.95M 1.66% | 0.00 | 0.00 | 57.42K |
ABBVIE INCSOLE | COM | 47.22K | SH | $9.89M 1.65% | 0.00 | 0.00 | 47.22K |
DANAHER CORPORATIONSOLE | COM | 47.76K | SH | $9.79M 1.63% | 0.00 | 0.00 | 47.76K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 154.37K | SH | $9.29M 1.55% | 0.00 | 0.00 | 154.37K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 11.00 | SH | $8.78M 1.46% | 0.00 | 0.00 | 11.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 39.93K | SH | $7.75M 1.29% | 0.00 | 0.00 | 39.93K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 294.16K | SH | $7.71M 1.28% | 0.00 | 0.00 | 294.16K |
JOHNSON & JOHNSONSOLE | COM | 46.27K | SH | $7.67M 1.28% | 0.00 | 0.00 | 46.27K |
VISA INCSOLE | COM CL A | 21.64K | SH | $7.59M 1.26% | 0.00 | 0.00 | 21.64K |
CATERPILLAR INCSOLE | COM | 22.86K | SH | $7.54M 1.26% | 0.00 | 0.00 | 22.86K |
EXXON MOBIL CORPSOLE | COM | 62.53K | SH | $7.44M 1.24% | 0.00 | 0.00 | 62.53K |
WALMART INCSOLE | COM | 81.49K | SH | $7.15M 1.19% | 0.00 | 0.00 | 81.49K |
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