Filed: 7/17/2025ACC: 0001725547-25-003454
📋 What this filing means
KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13F‑HR report disclosing 191 equity positions with a total reported market value of $695.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
191
Positions
$695.60M
Total AUM (reported)
10.48M
Total Shares
Allocation by class
COM$321.78M46.3%
US LRG CAP ETF$38.07M5.5%
FUNDAMENTAL US L$36.05M5.2%
INTL EQTY ETF$28.95M4.2%
TOTAL BND MRKT$20.09M2.9%
CL B NEW$19.63M2.8%
CAP STK CL A$17.88M2.6%
Portfolio Concentration
Top 3$105.96M15.2%
4–10$146.25M21.0%
11–25$145.80M21.0%
Rest$297.58M42.8%
Top 3 weight
15.2%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 10.48M
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
10.48M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole191
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings191
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.56M
TypeSH
Market value$38.07M
5.47%
Sole
0.00
Shared
0.00
None
1.56M
SCHWAB STRATEGIC TR
SOLEShares1.47M
TypeSH
Market value$36.05M
5.18%
Sole
0.00
Shared
0.00
None
1.47M
APPLE INC
SOLEShares155.16K
TypeSH
Market value$31.84M
4.58%
Sole
0.00
Shared
0.00
None
155.16K
SCHWAB STRATEGIC TR
SOLEShares1.31M
TypeSH
Market value$28.95M
4.16%
Sole
0.00
Shared
0.00
None
1.31M
NVIDIA CORPORATION
SOLEShares168.65K
TypeSH
Market value$26.65M
3.83%
Sole
0.00
Shared
0.00
None
168.65K
MICROSOFT CORP
SOLEShares40.67K
TypeSH
Market value$20.23M
2.91%
Sole
0.00
Shared
0.00
None
40.67K
VANGUARD BD INDEX FDS
SOLEShares272.88K
TypeSH
Market value$20.09M
2.89%
Sole
0.00
Shared
0.00
None
272.88K
BERKSHIRE HATHAWAY INC DEL
SOLEShares42.15K
TypeSH
Market value$19.63M
2.82%
Sole
0.00
Shared
0.00
None
42.15K
ALPHABET INC
SOLEShares101.43K
TypeSH
Market value$17.88M
2.57%
Sole
0.00
Shared
0.00
None
101.43K
JPMORGAN CHASE & CO.
SOLEShares44.25K
TypeSH
Market value$12.83M
1.84%
Sole
0.00
Shared
0.00
None
44.25K
ISHARES TR
SOLEShares267.61K
TypeSH
Market value$12.32M
1.77%
Sole
0.00
Shared
0.00
None
267.61K
THERMO FISHER SCIENTIFIC INC
SOLEShares29.47K
TypeSH
Market value$11.95M
1.72%
Sole
0.00
Shared
0.00
None
29.47K
AMERICAN CENTY ETF TR
SOLEShares121.40K
TypeSH
Market value$11.06M
1.59%
Sole
0.00
Shared
0.00
None
121.40K
AMERICAN CENTY ETF TR
SOLEShares158.12K
TypeSH
Market value$10.84M
1.56%
Sole
0.00
Shared
0.00
None
158.12K
PROCTER AND GAMBLE CO
SOLEShares67.65K
TypeSH
Market value$10.78M
1.55%
Sole
0.00
Shared
0.00
None
67.65K
INVESCO EXCHANGE TRADED FD T
SOLEShares56.63K
TypeSH
Market value$10.29M
1.48%
Sole
0.00
Shared
0.00
None
56.63K
OREILLY AUTOMOTIVE INC
SOLEShares111.28K
TypeSH
Market value$10.03M
1.44%
Sole
0.00
Shared
0.00
None
111.28K
DANAHER CORPORATION
SOLEShares48.15K
TypeSH
Market value$9.51M
1.37%
Sole
0.00
Shared
0.00
None
48.15K
CATERPILLAR INC
SOLEShares23.22K
TypeSH
Market value$9.01M
1.30%
Sole
0.00
Shared
0.00
None
23.22K
SCHWAB STRATEGIC TR
SOLEShares313.10K
TypeSH
Market value$8.78M
1.26%
Sole
0.00
Shared
0.00
None
313.10K
ABBVIE INC
SOLEShares46.84K
TypeSH
Market value$8.70M
1.25%
Sole
0.00
Shared
0.00
None
46.84K
BLACKSTONE INC
SOLEShares56.06K
TypeSH
Market value$8.39M
1.21%
Sole
0.00
Shared
0.00
None
56.06K
VANGUARD SPECIALIZED FUNDS
SOLEShares40.08K
TypeSH
Market value$8.20M
1.18%
Sole
0.00
Shared
0.00
None
40.08K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.00
TypeSH
Market value$8.02M
1.15%
Sole
0.00
Shared
0.00
None
11.00
WALMART INC
SOLEShares81.08K
TypeSH
Market value$7.93M
1.14%
Sole
0.00
Shared
0.00
None
81.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.56M | SH | $38.07M 5.47% | 0.00 | 0.00 | 1.56M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.47M | SH | $36.05M 5.18% | 0.00 | 0.00 | 1.47M |
APPLE INCSOLE | COM | 155.16K | SH | $31.84M 4.58% | 0.00 | 0.00 | 155.16K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.31M | SH | $28.95M 4.16% | 0.00 | 0.00 | 1.31M |
NVIDIA CORPORATIONSOLE | COM | 168.65K | SH | $26.65M 3.83% | 0.00 | 0.00 | 168.65K |
MICROSOFT CORPSOLE | COM | 40.67K | SH | $20.23M 2.91% | 0.00 | 0.00 | 40.67K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 272.88K | SH | $20.09M 2.89% | 0.00 | 0.00 | 272.88K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.15K | SH | $19.63M 2.82% | 0.00 | 0.00 | 42.15K |
ALPHABET INCSOLE | CAP STK CL A | 101.43K | SH | $17.88M 2.57% | 0.00 | 0.00 | 101.43K |
JPMORGAN CHASE & CO.SOLE | COM | 44.25K | SH | $12.83M 1.84% | 0.00 | 0.00 | 44.25K |
ISHARES TRSOLE | CORE 40/60 MODER | 267.61K | SH | $12.32M 1.77% | 0.00 | 0.00 | 267.61K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 29.47K | SH | $11.95M 1.72% | 0.00 | 0.00 | 29.47K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 121.40K | SH | $11.06M 1.59% | 0.00 | 0.00 | 121.40K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 158.12K | SH | $10.84M 1.56% | 0.00 | 0.00 | 158.12K |
PROCTER AND GAMBLE COSOLE | COM | 67.65K | SH | $10.78M 1.55% | 0.00 | 0.00 | 67.65K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 56.63K | SH | $10.29M 1.48% | 0.00 | 0.00 | 56.63K |
OREILLY AUTOMOTIVE INCSOLE | COM | 111.28K | SH | $10.03M 1.44% | 0.00 | 0.00 | 111.28K |
DANAHER CORPORATIONSOLE | COM | 48.15K | SH | $9.51M 1.37% | 0.00 | 0.00 | 48.15K |
CATERPILLAR INCSOLE | COM | 23.22K | SH | $9.01M 1.30% | 0.00 | 0.00 | 23.22K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 313.10K | SH | $8.78M 1.26% | 0.00 | 0.00 | 313.10K |
ABBVIE INCSOLE | COM | 46.84K | SH | $8.70M 1.25% | 0.00 | 0.00 | 46.84K |
BLACKSTONE INCSOLE | COM | 56.06K | SH | $8.39M 1.21% | 0.00 | 0.00 | 56.06K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 40.08K | SH | $8.20M 1.18% | 0.00 | 0.00 | 40.08K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 11.00 | SH | $8.02M 1.15% | 0.00 | 0.00 | 11.00 |
WALMART INCSOLE | COM | 81.08K | SH | $7.93M 1.14% | 0.00 | 0.00 | 81.08K |
Page 1 of 8
…