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, GOOGL, and represent 26.99% of Kavar Capital Partners Group's stock portfolio.
- Added to shares of these 10 stocks: UL (+$5.6M), AVUS, FNDX, SCHF, NFLX, SCHX, AVDV, VUG, AVLV, AVEM.
- Started 11 new stock positions in COR, AVUS, IBIT, ACGL, UL, MICC, TPHD, JEPI, BMEZ, PFG. WY.
- Reduced shares in these 10 stocks: BND (-$25M), BINC (-$15M), Unilever (-$5.7M), , , NVDA, ADBE, DEO, DOW, VIG.
- Sold out of its positions in ARCC, BINC, BRO, DOW, GSBD, TLT, NQP, Unilever, SMB, BND. ZTS.
- Kavar Capital Partners Group was a net seller of stock by $-44M.
- Kavar Capital Partners Group has $726M in assets under management (AUM), dropping by -3.27%.
- 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 December 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) | 6.2 | $45M | +2% | 1.7M | 26.91 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 5.9 | $43M | +2% | 1.6M | 27.21 |
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| Apple (AAPL) | 5.7 | $42M | 153k | 271.86 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.8 | $35M | +3% | 1.4M | 24.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.4 | $32M | 101k | 313.00 |
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| NVIDIA Corporation (NVDA) | 4.1 | $30M | -4% | 161k | 186.50 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $20M | 42k | 480.54 |
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| Microsoft Corporation (MSFT) | 2.8 | $20M | 41k | 483.62 |
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| Thermo Fisher Scientific (TMO) | 2.3 | $17M | 29k | 579.45 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $14M | 45k | 322.22 |
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| Caterpillar (CAT) | 1.8 | $13M | 23k | 572.88 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.8 | $13M | +3% | 173k | 77.02 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 1.8 | $13M | 126k | 101.98 |
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| Danaher Corporation (DHR) | 1.5 | $11M | 48k | 228.92 |
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| Abbvie (ABBV) | 1.5 | $11M | 47k | 228.49 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.5 | $11M | +2% | 352k | 30.07 |
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| O'reilly Automotive (ORLY) | 1.4 | $10M | 111k | 91.21 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $9.9M | -2% | 52k | 191.56 |
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| Procter & Gamble Company (PG) | 1.3 | $9.6M | 67k | 143.31 |
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| Johnson & Johnson (JNJ) | 1.3 | $9.2M | 45k | 206.95 |
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| Wal-Mart Stores (WMT) | 1.2 | $9.0M | 81k | 111.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.2 | $8.8M | +8% | 18k | 487.86 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $8.8M | 57k | 154.14 |
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| Amazon (AMZN) | 1.2 | $8.7M | 38k | 230.82 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 1.2 | $8.5M | +9% | 90k | 93.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.1 | $8.3M | 11.00 | 754800.00 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 1.1 | $8.0M | +9% | 105k | 75.77 |
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| Visa Com Cl A (V) | 1.1 | $7.8M | 22k | 350.71 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $7.7M | 64k | 120.34 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.1 | $7.7M | +2% | 269k | 28.48 |
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| Goldman Sachs (GS) | 1.0 | $7.3M | 8.4k | 879.00 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.0 | $7.1M | -5% | 33k | 219.78 |
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| Charles Schwab Corporation (SCHW) | 1.0 | $7.1M | 71k | 99.91 |
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| International Business Machines (IBM) | 0.9 | $6.9M | 23k | 296.22 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.9 | $6.5M | -2% | 143k | 45.21 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $6.0M | 29k | 211.79 |
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| Unilever Spon Adr New (UL) | 0.8 | $5.6M | NEW | 86k | 65.40 |
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| Abbott Laboratories (ABT) | 0.7 | $5.0M | 40k | 125.29 |
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| Steris Shs Usd (STE) | 0.7 | $4.9M | 19k | 253.52 |
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| Home Depot (HD) | 0.7 | $4.9M | 14k | 344.09 |
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| Deere & Company (DE) | 0.6 | $4.6M | 10k | 465.57 |
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| Starbucks Corporation (SBUX) | 0.6 | $4.4M | -2% | 52k | 84.21 |
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| Peabody Energy (BTU) | 0.6 | $4.4M | 148k | 29.70 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $4.3M | 6.9k | 627.14 |
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| Cheniere Energy Com New (LNG) | 0.6 | $4.2M | +5% | 22k | 194.39 |
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| FedEx Corporation (FDX) | 0.6 | $4.1M | 14k | 288.86 |
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| Emerson Electric (EMR) | 0.5 | $3.9M | 29k | 132.72 |
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| Eli Lilly & Co. (LLY) | 0.5 | $3.8M | 3.6k | 1074.69 |
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| Uber Technologies (UBER) | 0.5 | $3.8M | 46k | 81.71 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $3.7M | 7.7k | 483.68 |
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| Chevron Corporation (CVX) | 0.5 | $3.6M | 23k | 152.41 |
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| Coca-Cola Company (KO) | 0.5 | $3.4M | 49k | 69.91 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.5 | $3.3M | +4% | 40k | 82.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $3.2M | 4.7k | 684.94 |
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| Nike CL B (NKE) | 0.4 | $3.2M | -9% | 51k | 63.71 |
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| McDonald's Corporation (MCD) | 0.4 | $3.2M | 10k | 305.62 |
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| Philip Morris International (PM) | 0.4 | $2.9M | 18k | 160.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $2.9M | 8.6k | 335.28 |
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| Pepsi (PEP) | 0.4 | $2.8M | -11% | 20k | 143.52 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $2.8M | -2% | 52k | 53.83 |
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| Truist Financial Corp equities (TFC) | 0.4 | $2.7M | -3% | 55k | 49.21 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.3 | $2.4M | 29k | 80.22 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $2.3M | 31k | 74.17 |
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| Southern Company (SO) | 0.3 | $2.3M | 26k | 87.20 |
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| Becton, Dickinson and (BDX) | 0.3 | $2.3M | 12k | 194.07 |
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| Quest Diagnostics Incorporated (DGX) | 0.3 | $2.2M | 13k | 173.53 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.3 | $2.2M | -6% | 38k | 58.74 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.2M | 2.0k | 1069.86 |
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| Automatic Data Processing (ADP) | 0.3 | $2.1M | -6% | 8.2k | 257.22 |
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| Waste Management (WM) | 0.3 | $2.1M | +3% | 9.6k | 219.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.0M | 8.1k | 246.16 |
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| Spire (SR) | 0.3 | $2.0M | 24k | 82.70 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.9M | +4% | 2.2k | 862.34 |
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| Altria (MO) | 0.3 | $1.9M | 33k | 57.66 |
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| SYSCO Corporation (SYY) | 0.3 | $1.8M | -4% | 25k | 73.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.8M | 5.8k | 313.80 |
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| Diageo Spon Adr New (DEO) | 0.2 | $1.8M | -25% | 21k | 86.27 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.8M | 2.6k | 681.95 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.2 | $1.8M | NEW | 16k | 111.78 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.2 | $1.7M | 37k | 46.59 |
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| Merck & Co (MRK) | 0.2 | $1.7M | -2% | 16k | 105.26 |
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| BP Sponsored Adr (BP) | 0.2 | $1.6M | -5% | 47k | 34.73 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.6M | -3% | 32k | 50.88 |
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| Verizon Communications (VZ) | 0.2 | $1.6M | -13% | 39k | 40.73 |
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| Meta Platforms Cl A (META) | 0.2 | $1.5M | +6% | 2.3k | 660.09 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.5M | 24k | 62.47 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.4M | 21k | 66.00 |
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| Broadcom (AVGO) | 0.2 | $1.4M | 3.9k | 346.10 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.3M | -43% | 3.8k | 349.99 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.2M | -11% | 38k | 33.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | +12% | 2.6k | 473.30 |
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| Tesla Motors (TSLA) | 0.2 | $1.2M | +20% | 2.6k | 449.72 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.1M | 9.8k | 117.21 |
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| Bank of America Corporation (BAC) | 0.2 | $1.1M | 20k | 55.00 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | 9.5k | 113.77 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.1M | -2% | 3.4k | 312.58 |
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| Netflix (NFLX) | 0.1 | $1.0M | +981% | 11k | 93.76 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $1.0M | 18k | 57.91 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $1.0M | 17k | 59.54 |
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| Corning Incorporated (GLW) | 0.1 | $919k | -2% | 11k | 87.56 |
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| American Express Company (AXP) | 0.1 | $875k | 2.4k | 369.95 |
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| UMB Financial Corporation (UMBF) | 0.1 | $852k | 7.4k | 115.04 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $832k | 5.6k | 148.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $809k | 2.2k | 373.44 |
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| Nextera Energy (NEE) | 0.1 | $747k | -11% | 9.3k | 80.28 |
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| UnitedHealth (UNH) | 0.1 | $741k | +39% | 2.2k | 330.11 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $728k | 3.8k | 191.01 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $722k | 4.4k | 162.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $688k | -21% | 1.1k | 614.38 |
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| Pfizer (PFE) | 0.1 | $671k | -8% | 27k | 24.90 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $646k | 9.3k | 69.67 |
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| 3M Company (MMM) | 0.1 | $638k | 4.0k | 160.10 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $631k | +4% | 2.4k | 257.99 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $572k | +30% | 3.2k | 177.75 |
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| American Electric Power Company (AEP) | 0.1 | $569k | 4.9k | 115.31 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $560k | 6.8k | 82.48 |
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| Selectquote Ord (SLQT) | 0.1 | $552k | 391k | 1.41 |
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| McKesson Corporation (MCK) | 0.1 | $543k | 662.00 | 820.29 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $532k | 12k | 44.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $525k | 5.5k | 96.03 |
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| Euronet Worldwide (EEFT) | 0.1 | $524k | 6.9k | 76.11 |
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| Kkr & Co (KKR) | 0.1 | $514k | 4.0k | 127.48 |
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| Shell Spon Ads (SHEL) | 0.1 | $509k | 6.9k | 73.48 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $469k | -10% | 2.7k | 171.18 |
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| Ge Aerospace Com New (GE) | 0.1 | $466k | 1.5k | 308.03 |
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| Yum! Brands (YUM) | 0.1 | $464k | 3.1k | 151.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $441k | +8% | 1.5k | 290.22 |
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| ConocoPhillips (COP) | 0.1 | $441k | 4.7k | 93.60 |
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| Cisco Systems (CSCO) | 0.1 | $425k | 5.5k | 77.03 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $413k | 4.8k | 85.77 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $410k | 2.2k | 183.40 |
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| Timothy Plan Us Lrgmd Cp Core (TPLC) | 0.1 | $405k | +6% | 8.9k | 45.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $400k | -2% | 4.2k | 96.27 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.1 | $370k | 7.9k | 46.86 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $367k | 4.7k | 77.53 |
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| Advanced Micro Devices (AMD) | 0.0 | $363k | 1.7k | 214.16 |
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| Timothy Plan U S Sm Cp Core (TPSC) | 0.0 | $360k | +6% | 8.7k | 41.45 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $357k | 625.00 | 570.88 |
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| Honeywell International (HON) | 0.0 | $350k | 1.8k | 195.09 |
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| Amgen (AMGN) | 0.0 | $346k | 1.1k | 327.31 |
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| Us Bancorp Del Com New (USB) | 0.0 | $339k | -10% | 6.4k | 53.36 |
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| Qualcomm (QCOM) | 0.0 | $338k | 2.0k | 171.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $335k | 2.7k | 123.26 |
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| Analog Devices (ADI) | 0.0 | $328k | 1.2k | 271.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $327k | 825.00 | 396.31 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $323k | 9.9k | 32.62 |
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| Alliant Energy Corporation (LNT) | 0.0 | $311k | 4.8k | 65.01 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $310k | -10% | 646.00 | 480.57 |
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| Cummins (CMI) | 0.0 | $310k | 608.00 | 510.45 |
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| Booking Holdings (BKNG) | 0.0 | $300k | 56.00 | 5355.32 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $297k | +3% | 4.4k | 67.22 |
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| Commerce Bancshares (CBSH) | 0.0 | $290k | +31% | 5.5k | 52.34 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $284k | 502.00 | 566.36 |
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| Evergy (EVRG) | 0.0 | $284k | 3.9k | 72.49 |
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| Oracle Corporation (ORCL) | 0.0 | $284k | +5% | 1.5k | 194.91 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $279k | 17k | 16.49 |
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| Ameren Corporation (AEE) | 0.0 | $278k | 2.8k | 99.84 |
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| Arch Cap Group Ord (ACGL) | 0.0 | $274k | NEW | 13k | 20.85 |
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| Iron Mountain (IRM) | 0.0 | $263k | -13% | 3.2k | 83.36 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $262k | NEW | 17k | 15.85 |
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| Enterprise Products Partners (EPD) | 0.0 | $261k | 8.1k | 32.06 |
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| Bristol Myers Squibb (BMY) | 0.0 | $259k | 4.8k | 53.94 |
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| Bk Nova Cad (BNS) | 0.0 | $252k | 3.4k | 73.69 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $250k | NEW | 5.0k | 49.65 |
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| L3harris Technologies (LHX) | 0.0 | $238k | 809.00 | 293.57 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $238k | 825.00 | 287.85 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $237k | NEW | 10k | 23.69 |
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| salesforce (CRM) | 0.0 | $233k | +2% | 879.00 | 264.91 |
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| Chubb (CB) | 0.0 | $231k | 740.00 | 312.12 |
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| Eaton Corp SHS (ETN) | 0.0 | $228k | 717.00 | 318.51 |
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| GSK Sponsored Adr (GSK) | 0.0 | $225k | -5% | 4.6k | 49.04 |
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| Lowe's Companies (LOW) | 0.0 | $225k | 932.00 | 241.16 |
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| Linde SHS (LIN) | 0.0 | $224k | 525.00 | 426.39 |
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| Colgate-Palmolive Company (CL) | 0.0 | $222k | 2.8k | 79.02 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.0 | $222k | 4.7k | 46.81 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $217k | 3.8k | 56.62 |
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| Blackrock Health Sciences Te Com Shs (BMEZ) | 0.0 | $215k | NEW | 14k | 15.05 |
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| Air Products & Chemicals (APD) | 0.0 | $213k | 864.00 | 247.02 |
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| Constellation Brands Cl A (STZ) | 0.0 | $213k | 1.5k | 137.96 |
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| Timothy Plan Intl Etf (TPIF) | 0.0 | $212k | 6.1k | 34.68 |
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| Principal Financial (PFG) | 0.0 | $208k | NEW | 2.4k | 88.21 |
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| Ea Series Trust Ea Bridgeway Omn (BSVO) | 0.0 | $208k | 8.9k | 23.30 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $205k | NEW | 3.6k | 57.24 |
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| AmerisourceBergen (COR) | 0.0 | $203k | NEW | 600.00 | 337.75 |
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| Cbiz (CBZ) | 0.0 | $203k | 4.0k | 50.45 |
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| Timothy Plan Hig Dv Stk Etf (TPHD) | 0.0 | $200k | NEW | 5.2k | 38.53 |
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| Goodrx Hldgs Com Cl A (GDRX) | 0.0 | $84k | -24% | 31k | 2.71 |
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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 Q4 filed Jan. 20, 2026
- 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