KAVAR CAPITAL PARTNERS GROUP, LLC

Est. AUM

$798.4M

13F long equity, this entity only

Positions

213

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$44.4M	1594298	5.56%	SOLE
2	SCHWAB STRATEGIC TR	US LRG CAP ETF	$44.0M	1714405	5.51%	SOLE
3	APPLE INC	COM	$38.5M	151533	4.82%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$36.7M	1482356	4.60%	SOLE
5	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$32.1M	435548	4.02%	SOLE
6	ALPHABET INC	CAP STK CL A	$28.5M	99046	3.57%	SOLE
7	NVIDIA CORPORATION	COM	$28.1M	160972	3.52%	SOLE
8	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$19.8M	380357	2.47%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$19.5M	42326	2.44%	SOLE
10	CATERPILLAR INC	COM	$16.0M	22651	2.01%	SOLE
11	MICROSOFT CORP	COM	$15.5M	41744	1.94%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$14.2M	175859	1.77%	SOLE
13	THERMO FISHER SCIENTIFIC INC	COM	$14.1M	28722	1.77%	SOLE
14	AMERICAN CENTY ETF TR	US SML CP VALU	$13.8M	125351	1.73%	SOLE
15	JPMORGAN CHASE & CO	COM	$13.0M	44281	1.63%	SOLE
16	ISHARES TR	CORE 40/60 MODER	$12.3M	259957	1.54%	SOLE
17	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.2M	360945	1.40%	SOLE
18	JOHNSON & JOHNSON	COM	$10.7M	43689	1.34%	SOLE
19	EXXON MOBIL CORP	COM	$10.6M	62596	1.33%	SOLE
20	OREILLY AUTOMOTIVE INC	COM	$10.3M	111208	1.29%	SOLE
21	ABBVIE INC	COM	$10.2M	46963	1.28%	SOLE
22	WALMART INC	COM	$9.8M	79104	1.23%	SOLE
23	AMERICAN CENTY ETF TR	INTL SMCP VLU	$9.8M	97814	1.22%	SOLE
24	PROCTER & GAMBLE CO	COM	$9.6M	66364	1.20%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$9.6M	49770	1.20%	SOLE
26	DANAHER CORP DEL	COM	$9.0M	47681	1.13%	SOLE
27	BERKSHIRE HATHAWAY INC DEL	CL A	$8.6M	12	1.08%	SOLE
28	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$8.4M	104826	1.06%	SOLE
29	VANGUARD INDEX FDS	GROWTH ETF	$8.1M	18583	1.02%	SOLE
30	SCHWAB STRATEGIC TR	US SML CAP ETF	$8.1M	276989	1.01%	SOLE
31	AMAZON COM INC	COM	$8.0M	38345	1.00%	SOLE
32	GOLDMAN SACHS GROUP INC	COM	$7.1M	8360	0.89%	SOLE
33	SCHWAB CHARLES CORP	COM	$6.8M	72438	0.85%	SOLE
34	VISA INC	COM CL A	$6.7M	22280	0.84%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	31285	0.84%	SOLE
36	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.7M	136439	0.84%	SOLE
37	BLACKSTONE INC	COM	$6.5M	56369	0.81%	SOLE
38	VANGUARD INDEX FDS	SM CP VAL ETF	$6.0M	27796	0.76%	SOLE
39	INTERNATIONAL BUSINESS MACHS	COM	$5.8M	23746	0.72%	SOLE
40	AMERICAN CENTY ETF TR	INTL EQT ETF	$5.5M	64694	0.69%	SOLE
41	DEERE & CO	COM	$5.5M	9737	0.69%	SOLE
42	FEDEX CORP	COM	$5.0M	14050	0.63%	SOLE
43	STARBUCKS CORP	COM	$4.9M	54517	0.61%	SOLE
44	PEABODY ENGR CORP	COM	$4.9M	147700	0.61%	SOLE
45	CHEVRON CORPORATION	COM	$4.8M	22963	0.60%	SOLE
46	UNILEVER PLC	SPON ADR NEW	$4.7M	83013	0.59%	SOLE
47	ARES CAPITAL CORP	COM	$4.7M	262319	0.59%	SOLE
48	LOCKHEED MARTIN CORP	COM	$4.6M	7532	0.57%	SOLE
49	HOME DEPOT INC	COM	$4.5M	13709	0.56%	SOLE
50	STERIS PLC	SHS USD	$4.2M	18957	0.52%	SOLE

1–50 of 213

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.