Filed: 1/20/2026ACC: 0001725547-26-000033
๐ What this filing means
KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13FโHR report disclosing 187 equity positions with a total reported market value of $725.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
187
Positions
$725.46M
Total AUM (reported)
9.68M
Total Shares
Allocation by class
COM$350.85M48.4%
US LRG CAP ETF$44.85M6.2%
FUNDAMENTAL US L$42.90M5.9%
INTL EQTY ETF$34.84M4.8%
CAP STK CL A$31.62M4.4%
CL B NEW$20.14M2.8%
CL A$13.78M1.9%
Portfolio Concentration
Top 3$129.35M17.8%
4โ10$167.83M23.1%
11โ25$154.40M21.3%
Rest$273.87M37.8%
Top 3 weight
17.8%
Top 10 weight
41.0%
Voting Authority Distribution
Total shares with voting rights: 9.68M
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
9.68M
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
SOLEShares1.67M
TypeSH
Market value$44.85M
6.18%
Sole
0.00
Shared
0.00
None
1.67M
SCHWAB STRATEGIC TR
SOLEShares1.58M
TypeSH
Market value$42.90M
5.91%
Sole
0.00
Shared
0.00
None
1.58M
APPLE INC
SOLEShares153.02K
TypeSH
Market value$41.60M
5.73%
Sole
0.00
Shared
0.00
None
153.02K
SCHWAB STRATEGIC TR
SOLEShares1.45M
TypeSH
Market value$34.84M
4.80%
Sole
0.00
Shared
0.00
None
1.45M
ALPHABET INC
SOLEShares101.02K
TypeSH
Market value$31.62M
4.36%
Sole
0.00
Shared
0.00
None
101.02K
NVIDIA CORPORATION
SOLEShares161.31K
TypeSH
Market value$30.08M
4.15%
Sole
0.00
Shared
0.00
None
161.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.92K
TypeSH
Market value$20.14M
2.78%
Sole
0.00
Shared
0.00
None
41.92K
MICROSOFT CORP
SOLEShares41.26K
TypeSH
Market value$19.96M
2.75%
Sole
0.00
Shared
0.00
None
41.26K
THERMO FISHER SCIENTIFIC INC
SOLEShares29.04K
TypeSH
Market value$16.83M
2.32%
Sole
0.00
Shared
0.00
None
29.04K
JPMORGAN CHASE & CO.
SOLEShares44.55K
TypeSH
Market value$14.35M
1.98%
Sole
0.00
Shared
0.00
None
44.55K
CATERPILLAR INC
SOLEShares23.38K
TypeSH
Market value$13.39M
1.85%
Sole
0.00
Shared
0.00
None
23.38K
AMERICAN CENTY ETF TR
SOLEShares172.54K
TypeSH
Market value$13.29M
1.83%
Sole
0.00
Shared
0.00
None
172.54K
AMERICAN CENTY ETF TR
SOLEShares125.94K
TypeSH
Market value$12.84M
1.77%
Sole
0.00
Shared
0.00
None
125.94K
DANAHER CORPORATION
SOLEShares47.97K
TypeSH
Market value$10.98M
1.51%
Sole
0.00
Shared
0.00
None
47.97K
ABBVIE INC
SOLEShares46.59K
TypeSH
Market value$10.65M
1.47%
Sole
0.00
Shared
0.00
None
46.59K
SCHWAB STRATEGIC TR
SOLEShares351.88K
TypeSH
Market value$10.58M
1.46%
Sole
0.00
Shared
0.00
None
351.88K
OREILLY AUTOMOTIVE INC
SOLEShares111.34K
TypeSH
Market value$10.16M
1.40%
Sole
0.00
Shared
0.00
None
111.34K
INVESCO EXCHANGE TRADED FD T
SOLEShares51.85K
TypeSH
Market value$9.93M
1.37%
Sole
0.00
Shared
0.00
None
51.84K
PROCTER AND GAMBLE CO
SOLEShares66.64K
TypeSH
Market value$9.55M
1.32%
Sole
0.00
Shared
0.00
None
66.64K
JOHNSON & JOHNSON
SOLEShares44.62K
TypeSH
Market value$9.23M
1.27%
Sole
0.00
Shared
0.00
None
44.62K
WALMART INC
SOLEShares80.86K
TypeSH
Market value$9.01M
1.24%
Sole
0.00
Shared
0.00
None
80.86K
VANGUARD INDEX FDS
SOLEShares18.08K
TypeSH
Market value$8.82M
1.22%
Sole
0.00
Shared
0.00
None
18.08K
BLACKSTONE INC
SOLEShares57.04K
TypeSH
Market value$8.79M
1.21%
Sole
0.00
Shared
0.00
None
57.04K
AMAZON COM INC
SOLEShares37.71K
TypeSH
Market value$8.70M
1.20%
Sole
0.00
Shared
0.00
None
37.71K
AMERICAN CENTY ETF TR
SOLEShares90.14K
TypeSH
Market value$8.47M
1.17%
Sole
0.00
Shared
0.00
None
90.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.67M | SH | $44.85M 6.18% | 0.00 | 0.00 | 1.67M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.58M | SH | $42.90M 5.91% | 0.00 | 0.00 | 1.58M |
APPLE INCSOLE | COM | 153.02K | SH | $41.60M 5.73% | 0.00 | 0.00 | 153.02K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.45M | SH | $34.84M 4.80% | 0.00 | 0.00 | 1.45M |
ALPHABET INCSOLE | CAP STK CL A | 101.02K | SH | $31.62M 4.36% | 0.00 | 0.00 | 101.02K |
NVIDIA CORPORATIONSOLE | COM | 161.31K | SH | $30.08M 4.15% | 0.00 | 0.00 | 161.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.92K | SH | $20.14M 2.78% | 0.00 | 0.00 | 41.92K |
MICROSOFT CORPSOLE | COM | 41.26K | SH | $19.96M 2.75% | 0.00 | 0.00 | 41.26K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 29.04K | SH | $16.83M 2.32% | 0.00 | 0.00 | 29.04K |
JPMORGAN CHASE & CO.SOLE | COM | 44.55K | SH | $14.35M 1.98% | 0.00 | 0.00 | 44.55K |
CATERPILLAR INCSOLE | COM | 23.38K | SH | $13.39M 1.85% | 0.00 | 0.00 | 23.38K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 172.54K | SH | $13.29M 1.83% | 0.00 | 0.00 | 172.54K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 125.94K | SH | $12.84M 1.77% | 0.00 | 0.00 | 125.94K |
DANAHER CORPORATIONSOLE | COM | 47.97K | SH | $10.98M 1.51% | 0.00 | 0.00 | 47.97K |
ABBVIE INCSOLE | COM | 46.59K | SH | $10.65M 1.47% | 0.00 | 0.00 | 46.59K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 351.88K | SH | $10.58M 1.46% | 0.00 | 0.00 | 351.88K |
OREILLY AUTOMOTIVE INCSOLE | COM | 111.34K | SH | $10.16M 1.40% | 0.00 | 0.00 | 111.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 51.85K | SH | $9.93M 1.37% | 0.00 | 0.00 | 51.84K |
PROCTER AND GAMBLE COSOLE | COM | 66.64K | SH | $9.55M 1.32% | 0.00 | 0.00 | 66.64K |
JOHNSON & JOHNSONSOLE | COM | 44.62K | SH | $9.23M 1.27% | 0.00 | 0.00 | 44.62K |
WALMART INCSOLE | COM | 80.86K | SH | $9.01M 1.24% | 0.00 | 0.00 | 80.86K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 18.08K | SH | $8.82M 1.22% | 0.00 | 0.00 | 18.08K |
BLACKSTONE INCSOLE | COM | 57.04K | SH | $8.79M 1.21% | 0.00 | 0.00 | 57.04K |
AMAZON COM INCSOLE | COM | 37.71K | SH | $8.70M 1.20% | 0.00 | 0.00 | 37.71K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 90.14K | SH | $8.47M 1.17% | 0.00 | 0.00 | 90.14K |
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