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 $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

TOTAL AUM$725.46M187 positions
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 317.8%4โ€“1023.1%11โ€“2521.3%Rest37.8%TOP 1041.0%0%100%
Top 3$129.35M17.8%
4โ€“10$167.83M23.1%
11โ€“25$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

SOLE
US LRG CAP ETF
Shares1.67M
TypeSH
Market value$44.85M
6.18%
Sole
0.00
Shared
0.00
None
1.67M

SCHWAB STRATEGIC TR

SOLE
FUNDAMENTAL US L
Shares1.58M
TypeSH
Market value$42.90M
5.91%
Sole
0.00
Shared
0.00
None
1.58M

APPLE INC

SOLE
COM
Shares153.02K
TypeSH
Market value$41.60M
5.73%
Sole
0.00
Shared
0.00
None
153.02K

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares1.45M
TypeSH
Market value$34.84M
4.80%
Sole
0.00
Shared
0.00
None
1.45M

ALPHABET INC

SOLE
CAP STK CL A
Shares101.02K
TypeSH
Market value$31.62M
4.36%
Sole
0.00
Shared
0.00
None
101.02K

NVIDIA CORPORATION

SOLE
COM
Shares161.31K
TypeSH
Market value$30.08M
4.15%
Sole
0.00
Shared
0.00
None
161.31K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares41.92K
TypeSH
Market value$20.14M
2.78%
Sole
0.00
Shared
0.00
None
41.92K

MICROSOFT CORP

SOLE
COM
Shares41.26K
TypeSH
Market value$19.96M
2.75%
Sole
0.00
Shared
0.00
None
41.26K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares29.04K
TypeSH
Market value$16.83M
2.32%
Sole
0.00
Shared
0.00
None
29.04K

JPMORGAN CHASE & CO.

SOLE
COM
Shares44.55K
TypeSH
Market value$14.35M
1.98%
Sole
0.00
Shared
0.00
None
44.55K

CATERPILLAR INC

SOLE
COM
Shares23.38K
TypeSH
Market value$13.39M
1.85%
Sole
0.00
Shared
0.00
None
23.38K

AMERICAN CENTY ETF TR

SOLE
AVANTIS EMGMKT
Shares172.54K
TypeSH
Market value$13.29M
1.83%
Sole
0.00
Shared
0.00
None
172.54K

AMERICAN CENTY ETF TR

SOLE
US SML CP VALU
Shares125.94K
TypeSH
Market value$12.84M
1.77%
Sole
0.00
Shared
0.00
None
125.94K

DANAHER CORPORATION

SOLE
COM
Shares47.97K
TypeSH
Market value$10.98M
1.51%
Sole
0.00
Shared
0.00
None
47.97K

ABBVIE INC

SOLE
COM
Shares46.59K
TypeSH
Market value$10.65M
1.47%
Sole
0.00
Shared
0.00
None
46.59K

SCHWAB STRATEGIC TR

SOLE
US MID-CAP ETF
Shares351.88K
TypeSH
Market value$10.58M
1.46%
Sole
0.00
Shared
0.00
None
351.88K

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares111.34K
TypeSH
Market value$10.16M
1.40%
Sole
0.00
Shared
0.00
None
111.34K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL WGT
Shares51.85K
TypeSH
Market value$9.93M
1.37%
Sole
0.00
Shared
0.00
None
51.84K

PROCTER AND GAMBLE CO

SOLE
COM
Shares66.64K
TypeSH
Market value$9.55M
1.32%
Sole
0.00
Shared
0.00
None
66.64K

JOHNSON & JOHNSON

SOLE
COM
Shares44.62K
TypeSH
Market value$9.23M
1.27%
Sole
0.00
Shared
0.00
None
44.62K

WALMART INC

SOLE
COM
Shares80.86K
TypeSH
Market value$9.01M
1.24%
Sole
0.00
Shared
0.00
None
80.86K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares18.08K
TypeSH
Market value$8.82M
1.22%
Sole
0.00
Shared
0.00
None
18.08K

BLACKSTONE INC

SOLE
COM
Shares57.04K
TypeSH
Market value$8.79M
1.21%
Sole
0.00
Shared
0.00
None
57.04K

AMAZON COM INC

SOLE
COM
Shares37.71K
TypeSH
Market value$8.70M
1.20%
Sole
0.00
Shared
0.00
None
37.71K

AMERICAN CENTY ETF TR

SOLE
INTL SMCP VLU
Shares90.14K
TypeSH
Market value$8.47M
1.17%
Sole
0.00
Shared
0.00
None
90.14K
Page 1 of 8
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KAVAR CAPITAL PARTNERS GROUP, LLC 13F Holdings โ€” 187 Positions | Finecho