Filed: 4/16/2026ACC: 0001725547-26-000140
📋 What this filing means
KAVAR CAPITAL PARTNERS GROUP, LLC filed this quarterly 13F‑HR report disclosing 213 equity positions with a total reported market value of $798.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
213
Positions
$798.42M
Total AUM (reported)
11.55M
Total Shares
Allocation by class
COM$350.13M43.9%
FUNDAMENTAL US L$44.40M5.6%
US LRG CAP ETF$43.96M5.5%
INTL EQTY ETF$36.69M4.6%
TOTAL BND MRKT$32.07M4.0%
CAP STK CL A$28.48M3.6%
ISHARES FLEXIBLE$19.75M2.5%
Portfolio Concentration
Top 3$126.82M15.9%
4–10$180.59M22.6%
11–25$174.62M21.9%
Rest$316.39M39.6%
Top 3 weight
15.9%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 11.55M
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
11.55M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole213
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings213
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.59M
TypeSH
Market value$44.40M
5.56%
Sole
0.00
Shared
0.00
None
1.59M
SCHWAB STRATEGIC TR
SOLEShares1.71M
TypeSH
Market value$43.96M
5.51%
Sole
0.00
Shared
0.00
None
1.71M
APPLE INC
SOLEShares151.53K
TypeSH
Market value$38.46M
4.82%
Sole
0.00
Shared
0.00
None
151.53K
SCHWAB STRATEGIC TR
SOLEShares1.48M
TypeSH
Market value$36.69M
4.60%
Sole
0.00
Shared
0.00
None
1.48M
VANGUARD BD INDEX FDS
SOLEShares435.55K
TypeSH
Market value$32.07M
4.02%
Sole
0.00
Shared
0.00
None
435.55K
ALPHABET INC
SOLEShares99.05K
TypeSH
Market value$28.48M
3.57%
Sole
0.00
Shared
0.00
None
99.05K
NVIDIA CORPORATION
SOLEShares160.97K
TypeSH
Market value$28.07M
3.52%
Sole
0.00
Shared
0.00
None
160.97K
BLACKROCK ETF TRUST II
SOLEShares380.36K
TypeSH
Market value$19.75M
2.47%
Sole
0.00
Shared
0.00
None
380.36K
BERKSHIRE HATHAWAY INC DEL
SOLEShares42.33K
TypeSH
Market value$19.47M
2.44%
Sole
0.00
Shared
0.00
None
42.33K
CATERPILLAR INC
SOLEShares22.65K
TypeSH
Market value$16.05M
2.01%
Sole
0.00
Shared
0.00
None
22.65K
MICROSOFT CORP
SOLEShares41.74K
TypeSH
Market value$15.45M
1.94%
Sole
0.00
Shared
0.00
None
41.74K
AMERICAN CENTY ETF TR
SOLEShares175.86K
TypeSH
Market value$14.17M
1.77%
Sole
0.00
Shared
0.00
None
175.86K
THERMO FISHER SCIENTIFIC INC
SOLEShares28.72K
TypeSH
Market value$14.12M
1.77%
Sole
0.00
Shared
0.00
None
28.72K
AMERICAN CENTY ETF TR
SOLEShares125.35K
TypeSH
Market value$13.85M
1.73%
Sole
0.00
Shared
0.00
None
125.35K
JPMORGAN CHASE & CO
SOLEShares44.28K
TypeSH
Market value$13.03M
1.63%
Sole
0.00
Shared
0.00
None
44.28K
ISHARES TR
SOLEShares259.96K
TypeSH
Market value$12.31M
1.54%
Sole
0.00
Shared
0.00
None
259.96K
SCHWAB STRATEGIC TR
SOLEShares360.94K
TypeSH
Market value$11.17M
1.40%
Sole
0.00
Shared
0.00
None
360.94K
JOHNSON & JOHNSON
SOLEShares43.69K
TypeSH
Market value$10.68M
1.34%
Sole
0.00
Shared
0.00
None
43.69K
EXXON MOBIL CORP
SOLEShares62.60K
TypeSH
Market value$10.62M
1.33%
Sole
0.00
Shared
0.00
None
62.59K
OREILLY AUTOMOTIVE INC
SOLEShares111.21K
TypeSH
Market value$10.27M
1.29%
Sole
0.00
Shared
0.00
None
111.21K
ABBVIE INC
SOLEShares46.96K
TypeSH
Market value$10.21M
1.28%
Sole
0.00
Shared
0.00
None
46.96K
WALMART INC
SOLEShares79.10K
TypeSH
Market value$9.83M
1.23%
Sole
0.00
Shared
0.00
None
79.10K
AMERICAN CENTY ETF TR
SOLEShares97.81K
TypeSH
Market value$9.77M
1.22%
Sole
0.00
Shared
0.00
None
97.81K
PROCTER & GAMBLE CO
SOLEShares66.36K
TypeSH
Market value$9.59M
1.20%
Sole
0.00
Shared
0.00
None
66.36K
INVESCO EXCHANGE TRADED FD T
SOLEShares49.77K
TypeSH
Market value$9.55M
1.20%
Sole
0.00
Shared
0.00
None
49.77K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 1.59M | SH | $44.40M 5.56% | 0.00 | 0.00 | 1.59M |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 1.71M | SH | $43.96M 5.51% | 0.00 | 0.00 | 1.71M |
APPLE INCSOLE | COM | 151.53K | SH | $38.46M 4.82% | 0.00 | 0.00 | 151.53K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.48M | SH | $36.69M 4.60% | 0.00 | 0.00 | 1.48M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 435.55K | SH | $32.07M 4.02% | 0.00 | 0.00 | 435.55K |
ALPHABET INCSOLE | CAP STK CL A | 99.05K | SH | $28.48M 3.57% | 0.00 | 0.00 | 99.05K |
NVIDIA CORPORATIONSOLE | COM | 160.97K | SH | $28.07M 3.52% | 0.00 | 0.00 | 160.97K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 380.36K | SH | $19.75M 2.47% | 0.00 | 0.00 | 380.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.33K | SH | $19.47M 2.44% | 0.00 | 0.00 | 42.33K |
CATERPILLAR INCSOLE | COM | 22.65K | SH | $16.05M 2.01% | 0.00 | 0.00 | 22.65K |
MICROSOFT CORPSOLE | COM | 41.74K | SH | $15.45M 1.94% | 0.00 | 0.00 | 41.74K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 175.86K | SH | $14.17M 1.77% | 0.00 | 0.00 | 175.86K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 28.72K | SH | $14.12M 1.77% | 0.00 | 0.00 | 28.72K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 125.35K | SH | $13.85M 1.73% | 0.00 | 0.00 | 125.35K |
JPMORGAN CHASE & COSOLE | COM | 44.28K | SH | $13.03M 1.63% | 0.00 | 0.00 | 44.28K |
ISHARES TRSOLE | CORE 40/60 MODER | 259.96K | SH | $12.31M 1.54% | 0.00 | 0.00 | 259.96K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 360.94K | SH | $11.17M 1.40% | 0.00 | 0.00 | 360.94K |
JOHNSON & JOHNSONSOLE | COM | 43.69K | SH | $10.68M 1.34% | 0.00 | 0.00 | 43.69K |
EXXON MOBIL CORPSOLE | COM | 62.60K | SH | $10.62M 1.33% | 0.00 | 0.00 | 62.59K |
OREILLY AUTOMOTIVE INCSOLE | COM | 111.21K | SH | $10.27M 1.29% | 0.00 | 0.00 | 111.21K |
ABBVIE INCSOLE | COM | 46.96K | SH | $10.21M 1.28% | 0.00 | 0.00 | 46.96K |
WALMART INCSOLE | COM | 79.10K | SH | $9.83M 1.23% | 0.00 | 0.00 | 79.10K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 97.81K | SH | $9.77M 1.22% | 0.00 | 0.00 | 97.81K |
PROCTER & GAMBLE COSOLE | COM | 66.36K | SH | $9.59M 1.20% | 0.00 | 0.00 | 66.36K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 49.77K | SH | $9.55M 1.20% | 0.00 | 0.00 | 49.77K |
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