Kavar Capital Partners Group
Latest statistics and disclosures from Kavar Capital Partners Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, FNDX, AAPL, SCHF, NVDA, and represent 24.90% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: BINC (+$7.1M), BND, AVDV, SCHF, SCHX, FNDX, SCHM, ASML, VUG, AVDE.
- Started 6 new stock positions in BTI, TPIF, BNS, BSVO, GSK, CMI.
- Reduced shares in these 10 stocks: AOM (-$12M), BSV, JCPI, BUSE, BXSL, VIG, VOO, RSP, FNDF, American Centy Etf Tr.
- Sold out of its positions in American Centy Etf Tr, BXSL, BUSE, AOM, IBIT, JCPI, OBDC, SCHP, BSV, VGIT.
- Kavar Capital Partners Group was a net seller of stock by $-144k.
- Kavar Capital Partners Group has $750M in assets under management (AUM), dropping by 7.82%.
- Central Index Key (CIK): 0001841766
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Portfolio Holdings for Kavar Capital Partners Group
Kavar Capital Partners Group holds 187 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.7 | $43M | +4% | 1.6M | 26.34 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.4 | $40M | +4% | 1.5M | 26.30 |
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| Apple (AAPL) | 5.2 | $39M | 154k | 254.63 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.4 | $33M | +7% | 1.4M | 23.28 |
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| NVIDIA Corporation (NVDA) | 4.2 | $31M | 168k | 186.58 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $25M | +22% | 335k | 74.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $25M | 102k | 243.10 |
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| Microsoft Corporation (MSFT) | 2.8 | $21M | 41k | 517.95 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $20M | 42k | 480.81 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 2.0 | $15M | +89% | 283k | 53.24 |
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| Thermo Fisher Scientific (TMO) | 1.9 | $14M | 30k | 485.02 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $14M | 44k | 315.43 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.7 | $13M | +5% | 168k | 75.11 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.6 | $12M | +2% | 124k | 99.53 |
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| O'reilly Automotive (ORLY) | 1.6 | $12M | 111k | 107.81 |
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| Caterpillar (CAT) | 1.5 | $11M | 24k | 477.15 |
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| Abbvie (ABBV) | 1.4 | $11M | 47k | 231.54 |
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| Procter & Gamble Company (PG) | 1.4 | $10M | 67k | 153.65 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.4 | $10M | +9% | 344k | 29.64 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $10M | -5% | 53k | 189.70 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $9.6M | 56k | 170.85 |
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| Danaher Corporation (DHR) | 1.3 | $9.6M | 48k | 198.26 |
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| Wal-Mart Stores (WMT) | 1.1 | $8.4M | 81k | 103.06 |
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| Johnson & Johnson (JNJ) | 1.1 | $8.4M | 45k | 185.42 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $8.3M | 11.00 | 754200.00 |
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| Amazon (AMZN) | 1.1 | $8.2M | +3% | 37k | 219.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $8.0M | +11% | 17k | 479.61 |
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| Visa Com Cl A (V) | 1.0 | $7.5M | 22k | 341.38 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $7.4M | -14% | 34k | 215.79 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.0 | $7.3M | +7% | 262k | 27.90 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.0 | $7.3M | +56% | 82k | 89.03 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $7.2M | 64k | 112.75 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.9 | $7.0M | -2% | 96k | 72.26 |
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| Charles Schwab Corporation (SCHW) | 0.9 | $6.8M | 72k | 95.47 |
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| Goldman Sachs (GS) | 0.9 | $6.8M | 8.5k | 796.35 |
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| International Business Machines (IBM) | 0.9 | $6.6M | 23k | 282.16 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.8 | $6.3M | -7% | 147k | 42.96 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $6.0M | 29k | 208.71 |
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| Home Depot (HD) | 0.8 | $5.8M | 14k | 405.20 |
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| Unilever Spon Adr New (UL) | 0.8 | $5.7M | 96k | 59.28 |
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| Ares Capital Corporation (ARCC) | 0.7 | $5.4M | 263k | 20.41 |
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| Abbott Laboratories (ABT) | 0.7 | $5.4M | 40k | 133.94 |
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| Steris Shs Usd (STE) | 0.6 | $4.8M | 20k | 247.44 |
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| Cheniere Energy Com New (LNG) | 0.6 | $4.8M | 21k | 234.98 |
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| Deere & Company (DE) | 0.6 | $4.5M | 9.9k | 457.26 |
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| Starbucks Corporation (SBUX) | 0.6 | $4.5M | 54k | 84.60 |
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| Uber Technologies (UBER) | 0.6 | $4.4M | 45k | 97.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.2M | -15% | 6.9k | 612.39 |
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| Peabody Energy (BTU) | 0.5 | $3.9M | 148k | 26.52 |
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| Nike CL B (NKE) | 0.5 | $3.9M | 56k | 69.73 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $3.9M | +2% | 7.8k | 499.21 |
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| Emerson Electric (EMR) | 0.5 | $3.8M | 29k | 131.18 |
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| Chevron Corporation (CVX) | 0.5 | $3.7M | 24k | 155.29 |
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| FedEx Corporation (FDX) | 0.5 | $3.4M | -4% | 15k | 235.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $3.3M | -3% | 53k | 62.47 |
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| Coca-Cola Company (KO) | 0.4 | $3.3M | 49k | 66.32 |
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| McDonald's Corporation (MCD) | 0.4 | $3.2M | 11k | 303.88 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.2M | -3% | 4.7k | 669.30 |
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| Pepsi (PEP) | 0.4 | $3.1M | 22k | 140.44 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.4 | $3.0M | +32% | 38k | 78.90 |
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| Philip Morris International (PM) | 0.4 | $3.0M | 18k | 162.20 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.8M | -3% | 8.5k | 328.16 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.7M | +10% | 3.5k | 763.01 |
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| Diageo Spon Adr New (DEO) | 0.4 | $2.7M | -3% | 28k | 95.43 |
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| Truist Financial Corp equities (TFC) | 0.3 | $2.6M | -10% | 57k | 45.72 |
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| Automatic Data Processing (ADP) | 0.3 | $2.6M | 8.7k | 293.49 |
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| Southern Company (SO) | 0.3 | $2.5M | 26k | 94.77 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $2.4M | 13k | 190.58 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.4M | -4% | 6.7k | 352.75 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.3 | $2.3M | 29k | 78.34 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.3 | $2.3M | -6% | 40k | 57.25 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.3M | +26% | 16k | 146.32 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.3M | 31k | 72.44 |
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| Becton, Dickinson and (BDX) | 0.3 | $2.2M | 12k | 187.17 |
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| SYSCO Corporation (SYY) | 0.3 | $2.1M | 26k | 82.34 |
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| Altria (MO) | 0.3 | $2.1M | 32k | 66.06 |
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| Waste Management (WM) | 0.3 | $2.0M | +21% | 9.2k | 220.83 |
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| Spire (SR) | 0.3 | $2.0M | 24k | 81.52 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.0M | 8.2k | 241.96 |
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| Verizon Communications (VZ) | 0.3 | $2.0M | 45k | 43.95 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.0M | +76% | 2.0k | 968.09 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.9M | +25% | 2.1k | 925.63 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | 33k | 55.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | +17% | 2.7k | 666.18 |
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| BP Sponsored Adr (BP) | 0.2 | $1.7M | 50k | 34.46 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.6M | 37k | 44.69 |
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| Meta Platforms Cl A (META) | 0.2 | $1.6M | -8% | 2.2k | 734.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | -7% | 24k | 59.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | 5.7k | 243.55 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.4M | 21k | 65.26 |
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| Merck & Co (MRK) | 0.2 | $1.4M | 16k | 83.93 |
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| Broadcom (AVGO) | 0.2 | $1.3M | 3.9k | 329.91 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.3M | -10% | 42k | 29.62 |
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| Netflix (NFLX) | 0.2 | $1.2M | 1.0k | 1198.36 |
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| Cadence Design Systems (CDNS) | 0.2 | $1.2M | +12% | 3.5k | 351.26 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.2M | 9.8k | 123.75 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.6k | 114.50 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | 2.3k | 468.41 |
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| Bank of America Corporation (BAC) | 0.1 | $1.0M | 20k | 51.59 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $1.0M | 18k | 57.19 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $982k | 17k | 58.21 |
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| Tesla Motors (TSLA) | 0.1 | $946k | 2.1k | 444.72 |
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| Corning Incorporated (GLW) | 0.1 | $879k | -8% | 11k | 82.03 |
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| UMB Financial Corporation (UMBF) | 0.1 | $876k | 7.4k | 118.35 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $860k | +38% | 1.4k | 600.40 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $856k | -2% | 4.4k | 192.74 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $815k | +10% | 5.6k | 145.65 |
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| Nextera Energy (NEE) | 0.1 | $795k | 11k | 75.49 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $792k | 2.2k | 365.48 |
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| American Express Company (AXP) | 0.1 | $785k | 2.4k | 332.16 |
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| Selectquote Ord (SLQT) | 0.1 | $767k | +3% | 391k | 1.96 |
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| Pfizer (PFE) | 0.1 | $750k | 29k | 25.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $711k | -15% | 3.8k | 186.50 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $635k | 9.3k | 68.46 |
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| 3M Company (MMM) | 0.1 | $623k | +3% | 4.0k | 155.18 |
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| Euronet Worldwide (EEFT) | 0.1 | $606k | 6.9k | 87.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $593k | 2.3k | 254.28 |
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| UnitedHealth (UNH) | 0.1 | $555k | +3% | 1.6k | 345.30 |
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| American Electric Power Company (AEP) | 0.1 | $554k | +2% | 4.9k | 112.50 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $544k | 6.8k | 80.17 |
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| Kkr & Co (KKR) | 0.1 | $523k | 4.0k | 129.95 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $513k | 12k | 42.79 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $512k | +7% | 5.5k | 93.37 |
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| McKesson Corporation (MCK) | 0.1 | $511k | 662.00 | 772.54 |
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| Shell Spon Ads (SHEL) | 0.1 | $492k | -5% | 6.9k | 71.53 |
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| Yum! Brands (YUM) | 0.1 | $467k | 3.1k | 152.00 |
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| Ge Aerospace Com New (GE) | 0.1 | $463k | 1.5k | 300.82 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $451k | 2.5k | 182.42 |
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| ConocoPhillips (COP) | 0.1 | $445k | 4.7k | 94.60 |
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| Dow (DOW) | 0.1 | $442k | -14% | 19k | 22.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $413k | 1.4k | 293.74 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $412k | 3.1k | 133.90 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $410k | +19% | 4.2k | 96.55 |
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| Oracle Corporation (ORCL) | 0.1 | $389k | 1.4k | 281.24 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $387k | +9% | 8.4k | 46.30 |
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| Honeywell International (HON) | 0.1 | $376k | -4% | 1.8k | 210.50 |
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| Cisco Systems (CSCO) | 0.1 | $375k | 5.5k | 68.42 |
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| Iron Mountain (IRM) | 0.0 | $372k | -12% | 3.7k | 101.94 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $371k | 2.2k | 167.33 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $367k | 4.8k | 76.40 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.0 | $366k | 7.9k | 46.32 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $363k | 4.7k | 76.73 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $349k | 613.00 | 568.81 |
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| Us Bancorp Del Com New (USB) | 0.0 | $343k | 7.1k | 48.33 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $341k | +17% | 8.2k | 41.57 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $334k | +25% | 721.00 | 463.74 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $331k | 3.7k | 89.37 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $328k | 2.7k | 120.72 |
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| Qualcomm (QCOM) | 0.0 | $323k | 1.9k | 166.36 |
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| Alliant Energy Corporation (LNT) | 0.0 | $322k | 4.8k | 67.41 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $316k | 9.9k | 31.91 |
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| Analog Devices (ADI) | 0.0 | $297k | 1.2k | 245.70 |
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| Booking Holdings (BKNG) | 0.0 | $297k | 55.00 | 5399.27 |
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| Evergy (EVRG) | 0.0 | $297k | 3.9k | 76.02 |
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| Amgen (AMGN) | 0.0 | $296k | 1.1k | 282.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $293k | -5% | 825.00 | 355.47 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $290k | 17k | 17.16 |
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| Ameren Corporation (AEE) | 0.0 | $289k | 2.8k | 104.38 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $283k | 4.3k | 65.92 |
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| Advanced Micro Devices (AMD) | 0.0 | $278k | 1.7k | 161.79 |
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| Eaton Corp SHS (ETN) | 0.0 | $264k | 705.00 | 374.25 |
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| Cummins (CMI) | 0.0 | $257k | NEW | 608.00 | 422.37 |
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| Enterprise Products Partners (EPD) | 0.0 | $255k | 8.1k | 31.27 |
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| Commerce Bancshares (CBSH) | 0.0 | $252k | 4.2k | 59.76 |
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| Linde SHS (LIN) | 0.0 | $248k | 522.00 | 475.00 |
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| L3harris Technologies (LHX) | 0.0 | $244k | 800.00 | 305.41 |
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| Air Products & Chemicals (APD) | 0.0 | $236k | 864.00 | 272.72 |
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| Lowe's Companies (LOW) | 0.0 | $234k | 932.00 | 251.31 |
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| Colgate-Palmolive Company (CL) | 0.0 | $224k | 2.8k | 79.94 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $222k | 496.00 | 447.23 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $222k | 4.7k | 46.81 |
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| Bk Nova Cad (BNS) | 0.0 | $220k | NEW | 3.4k | 64.65 |
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| Bristol Myers Squibb (BMY) | 0.0 | $219k | +2% | 4.9k | 45.10 |
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| Vaneck Etf Trust Vaneck Shrt Muni (SMB) | 0.0 | $218k | 13k | 17.42 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $214k | 825.00 | 259.60 |
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| Cbiz (CBZ) | 0.0 | $213k | -2% | 4.0k | 52.96 |
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| GSK Sponsored Adr (GSK) | 0.0 | $211k | NEW | 4.9k | 43.16 |
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| Chubb (CB) | 0.0 | $209k | 740.00 | 282.25 |
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| Constellation Brands Cl A (STZ) | 0.0 | $207k | -3% | 1.5k | 134.67 |
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| Brown & Brown (BRO) | 0.0 | $205k | 2.2k | 93.79 |
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| salesforce (CRM) | 0.0 | $204k | -17% | 861.00 | 237.00 |
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| Timothy Plan Intl Etf (TPIF) | 0.0 | $204k | NEW | 6.1k | 33.38 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $202k | NEW | 8.9k | 22.65 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $202k | NEW | 3.8k | 53.08 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $187k | 18k | 10.17 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $174k | 41k | 4.23 |
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| Nuveen PA Investnt Quality Municipal (NQP) | 0.0 | $168k | 14k | 12.00 |
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Past Filings by Kavar Capital Partners Group
SEC 13F filings are viewable for Kavar Capital Partners Group going back to 2020
- Kavar Capital Partners Group 2025 Q3 filed Oct. 17, 2025
- Kavar Capital Partners Group 2025 Q2 filed July 17, 2025
- Kavar Capital Partners Group 2025 Q1 filed April 23, 2025
- Kavar Capital Partners Group 2024 Q4 filed Jan. 22, 2025
- Kavar Capital Partners Group 2024 Q3 filed Oct. 24, 2024
- Kavar Capital Partners Group 2024 Q2 filed July 19, 2024
- Kavar Capital Partners Group 2024 Q1 filed May 14, 2024
- Kavar Capital Partners Group 2023 Q4 filed Feb. 14, 2024
- Kavar Capital Partners Group 2023 Q3 filed Nov. 6, 2023
- Kavar Capital Partners Group 2023 Q2 filed Aug. 7, 2023
- Kavar Capital Partners Group 2023 Q1 filed May 15, 2023
- Kavar Capital Partners Group 2022 Q4 filed Feb. 10, 2023
- Kavar Capital Partners Group 2022 Q3 filed Nov. 8, 2022
- Kavar Capital Partners Group 2022 Q2 filed Aug. 9, 2022
- Kavar Capital Partners Group 2022 Q1 filed May 9, 2022
- Kavar Capital Partners Group 2021 Q4 filed Jan. 27, 2022