KAVAR CAPITAL PARTNERS GROUP, LLC

PrivateCIK: 1841766
Location

LEAWOOD, KS

๐Ÿ“‹ What this filing means

KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13Fโ€‘HR report disclosing 187 equity positions with a total reported market value of $750.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

187
Positions
$750.00M
Total AUM (reported)
10.46M
Total Shares

Allocation by class

TOTAL AUM$750.00M187 positions
COM$352.77M47.0%
US LRG CAP ETF$42.98M5.7%
FUNDAMENTAL US L$40.31M5.4%
INTL EQTY ETF$32.72M4.4%
TOTAL BND MRKT$24.90M3.3%
CAP STK CL A$24.68M3.3%
CL B NEW$20.33M2.7%

Portfolio Concentration

Top 316.3%4โ€“1022.7%11โ€“2521.6%Rest39.3%TOP 1039.1%0%100%
Top 3$122.58M16.3%
4โ€“10$170.31M22.7%
11โ€“25$162.01M21.6%
Rest$295.10M39.3%

Top 3 weight

16.3%

Top 10 weight

39.1%

Voting Authority Distribution

Total shares with voting rights: 10.46M

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

10.46M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole187
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings187
Rows:

SCHWAB STRATEGIC TR

SOLE
US LRG CAP ETF
Shares1.63M
TypeSH
Market value$42.98M
5.73%
Sole
0.00
Shared
0.00
None
1.63M

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL US L
Shares1.53M
TypeSH
Market value$40.31M
5.37%
Sole
0.00
Shared
0.00
None
1.53M

APPLE INC

SOLE
COM
Shares154.31K
TypeSH
Market value$39.29M
5.24%
Sole
0.00
Shared
0.00
None
154.31K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares1.41M
TypeSH
Market value$32.72M
4.36%
Sole
0.00
Shared
0.00
None
1.41M

NVIDIA CORPORATION

SOLE
COM
Shares168.37K
TypeSH
Market value$31.41M
4.19%
Sole
0.00
Shared
0.00
None
168.37K

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares334.79K
TypeSH
Market value$24.90M
3.32%
Sole
0.00
Shared
0.00
None
334.79K

ALPHABET INC

SOLE
CAP STK CL A
Shares101.52K
TypeSH
Market value$24.68M
3.29%
Sole
0.00
Shared
0.00
None
101.52K

MICROSOFT CORP

SOLE
COM
Shares40.87K
TypeSH
Market value$21.17M
2.82%
Sole
0.00
Shared
0.00
None
40.87K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares42.29K
TypeSH
Market value$20.33M
2.71%
Sole
0.00
Shared
0.00
None
42.29K

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares283.43K
TypeSH
Market value$15.09M
2.01%
Sole
0.00
Shared
0.00
None
283.43K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares29.51K
TypeSH
Market value$14.31M
1.91%
Sole
0.00
Shared
0.00
None
29.51K

JPMORGAN CHASE & CO.

SOLE
COM
Shares44.42K
TypeSH
Market value$14.01M
1.87%
Sole
0.00
Shared
0.00
None
44.42K

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares167.49K
TypeSH
Market value$12.58M
1.68%
Sole
0.00
Shared
0.00
None
167.49K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares124.20K
TypeSH
Market value$12.36M
1.65%
Sole
0.00
Shared
0.00
None
124.20K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares110.57K
TypeSH
Market value$11.92M
1.59%
Sole
0.00
Shared
0.00
None
110.57K

CATERPILLAR INC

SOLE
COM
Shares23.52K
TypeSH
Market value$11.22M
1.50%
Sole
0.00
Shared
0.00
None
23.52K

ABBVIE INC

SOLE
COM
Shares46.64K
TypeSH
Market value$10.80M
1.44%
Sole
0.00
Shared
0.00
None
46.64K

PROCTER AND GAMBLE CO

SOLE
COM
Shares67.27K
TypeSH
Market value$10.34M
1.38%
Sole
0.00
Shared
0.00
None
67.27K

SCHWAB STRATEGIC TR

SOLE
US MID-CAP ETF
Shares344.23K
TypeSH
Market value$10.20M
1.36%
Sole
0.00
Shared
0.00
None
344.23K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares53.25K
TypeSH
Market value$10.10M
1.35%
Sole
0.00
Shared
0.00
None
53.25K

BLACKSTONE INC

SOLE
COM
Shares56.02K
TypeSH
Market value$9.57M
1.28%
Sole
0.00
Shared
0.00
None
56.02K

DANAHER CORPORATION

SOLE
COM
Shares48.20K
TypeSH
Market value$9.56M
1.27%
Sole
0.00
Shared
0.00
None
48.20K

WALMART INC

SOLE
COM
Shares81.26K
TypeSH
Market value$8.37M
1.12%
Sole
0.00
Shared
0.00
None
81.25K

JOHNSON & JOHNSON

SOLE
COM
Shares45.08K
TypeSH
Market value$8.36M
1.11%
Sole
0.00
Shared
0.00
None
45.08K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL A
Shares11.00
TypeSH
Market value$8.30M
1.11%
Sole
0.00
Shared
0.00
None
11.00
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KAVAR CAPITAL PARTNERS GROUP, LLC 13F Holdings โ€” 187 Positions | Finecho