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Kavar Capital Partners Group, LLC Top Holdings and 13F Report (2026)

About Kavar Capital Partners Group, LLC

Investment Activity

  • Kavar Capital Partners Group, LLC has $798.42 million in total holdings as of March 31, 2026.
  • Kavar Capital Partners Group, LLC owns shares of 213 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
  • Approximately 12.12% of the portfolio was purchased this quarter.
  • About 1.90% of the portfolio was sold this quarter.
  • This quarter, Kavar Capital Partners Group, LLC has purchased 187 new stocks and bought additional shares in 62 stocks.
  • Kavar Capital Partners Group, LLC sold shares of 74 stocks and completely divested from 8 stocks this quarter.

Largest New Holdings this Quarter

921937835 - Vanguard Total Bond Market ETF
$32,073,790 Holding
092528603 - iShares Flexible Income Active ETF
$19,751,931 Holding
464289875 - iShares Core 40/60 Moderate Allocation ETF
$12,314,163 Holding
04010L103 - Ares Capital
$4,726,991 Holding
921937827 - Vanguard Short-Term Bond ETF
$3,335,400 Holding

Largest Purchases this Quarter

Vanguard Total Bond Market ETF
435,548 shares (about $32.07M)
iShares Flexible Income Active ETF
380,357 shares (about $19.75M)
iShares Core 40/60 Moderate Allocation ETF
259,957 shares (about $12.31M)
Ares Capital
262,319 shares (about $4.73M)
Vanguard Short-Term Bond ETF
42,538 shares (about $3.34M)

Largest Sales this Quarter

CHENIERE ENERGY INC
10,620 shares (about $3.01M)
Diageo
14,945 shares (about $1.11M)
Alphabet
1,978 shares (about $568.79K)
Caterpillar
726 shares (about $514.35K)
Invesco S&P 500 Equal Weight ETF
2,076 shares (about $398.42K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKavar Capital Partners Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$44,401,206$492,193 1.1%1,594,2985.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$43,957,356$1,220,669 2.9%1,714,4055.5%ETF
Apple Inc. stock logo
AAPL
Apple
$38,457,596$378,401 -1.0%151,5334.8%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$36,688,303$814,349 2.3%1,482,3564.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$32,073,790$32,073,790 New Holding435,5484.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$28,481,593$568,792 -2.0%99,0463.6%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$28,073,468$59,121 -0.2%160,9723.5%Computer and Technology
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$19,751,931$19,751,931 New Holding380,3572.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$19,474,977$187,268 1.0%42,3262.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$16,047,631$514,352 -3.1%22,6512.0%Industrials
Microsoft Corporation stock logo
MSFT
Microsoft
$15,452,298$177,681 1.2%41,7441.9%Computer and Technology
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$14,170,691$267,686 1.9%175,8591.8%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$14,117,814$157,291 -1.1%28,7221.8%Medical
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$13,847,524$65,509 -0.5%125,3511.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,025,641$78,835 -0.6%44,2811.6%Finance
iShares Core 40/60 Moderate Allocation ETF stock logo
AOM
iShares Core 40/60 Moderate Allocation ETF
$12,314,163$12,314,163 New Holding259,9571.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$11,174,847$280,745 2.6%360,9451.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,679,217$228,549 -2.1%43,6891.3%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,620,008$194,769 -1.8%62,5961.3%Energy
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$10,265,610$12,554 -0.1%111,2081.3%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$10,213,914$80,253 0.8%46,9631.3%Medical
WALMART INC
$9,831,019$218,235 -2.2%79,1041.2%COM
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$9,767,754$766,130 8.5%97,8141.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,585,657$40,010 -0.4%66,3641.2%Consumer Staples
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$9,551,817$398,424 -4.0%49,7701.2%ETF
Danaher Corporation stock logo
DHR
Danaher
$9,040,298$54,036 -0.6%47,6811.1%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$8,617,680$718,140 9.1%121.1%Finance
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$8,450,036$18,863 -0.2%104,8261.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,116,685$221,011 2.8%18,5831.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$8,054,849$241,859 3.1%276,9891.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,986,113$132,668 1.7%38,3451.0%Retail/Wholesale
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,072,4760.0%8,3600.9%Finance
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$6,807,723$111,742 1.7%72,4380.9%Finance
Visa Inc. stock logo
V
Visa
$6,733,910$51,985 0.8%22,2800.8%Business Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,728,181$258,503 -3.7%31,2850.8%ETF
Schwab Fundamental International Equity ETF stock logo
FNDF
Schwab Fundamental International Equity ETF
$6,675,981$334,780 -4.8%136,4390.8%ETF
Blackstone Inc. stock logo
BX
Blackstone
$6,481,814$77,273 -1.2%56,3690.8%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$6,038,732$143,386 -2.3%27,7960.8%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$5,755,748$128,708 2.3%23,7460.7%Computer and Technology
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$5,488,652$2,093,093 61.6%64,6940.7%ETF
Deere & Company stock logo
DE
Deere & Company
$5,484,866$122,800 -2.2%9,7370.7%Industrials
FedEx Corporation stock logo
FDX
FedEx
$5,004,329$109,347 -2.1%14,0500.6%Transportation
Starbucks Corporation stock logo
SBUX
Starbucks
$4,884,185$190,110 4.1%54,5170.6%Retail/Wholesale
Peabody Energy Corporation stock logo
BTU
Peabody Energy
$4,866,715$890 0.0%147,7000.6%Energy
Chevron Corporation stock logo
CVX
Chevron
$4,751,016$85,863 -1.8%22,9630.6%Energy
UNILEVER PLC
$4,729,251$161,624 -3.3%83,0130.6%SPON ADR NEW
Ares Capital Corporation stock logo
ARCC
Ares Capital
$4,726,991$4,726,991 New Holding262,3190.6%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$4,552,494$78,575 -1.7%7,5320.6%Aerospace
The Home Depot, Inc. stock logo
HD
Home Depot
$4,508,730$153,920 -3.3%13,7090.6%Retail/Wholesale
STERIS plc stock logo
STE
STERIS
$4,191,961$77,395 -1.8%18,9570.5%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$4,114,260$33,675 0.8%40,0730.5%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,961,456$138,044 -3.4%6,6290.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$3,713,769$31,485 -0.8%48,8330.5%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,595,491$238,721 -6.2%27,4420.5%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,590,821$324,682 9.9%3,9040.4%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$3,335,400$3,335,400 New Holding42,5380.4%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,260,947$61,500 -1.9%45,3350.4%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$3,236,714$2,797 0.1%10,4140.4%Retail/Wholesale
CHENIERE ENERGY INC
$3,129,072$3,013,580 -49.1%11,0270.4%COM NEW
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,079,291$653 0.0%4,7140.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,076,541$25,778 0.8%19,8120.4%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$3,020,401$331 0.0%18,2680.4%Consumer Staples
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$2,866,651$136,145 -4.5%49,7340.4%Consumer Staples
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,754,523$5,775 0.2%8,5860.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$2,741,817$75,479 2.8%51,9090.3%Consumer Discretionary
ASML Holding N.V. stock logo
ASML
ASML
$2,683,927$13,208 -0.5%2,0320.3%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,469,233$2,124,826 617.0%12,1380.3%Computer and Technology
Southern Company (The) stock logo
SO
Southern
$2,433,655$74,803 -3.0%25,2140.3%Utilities
Truist Financial Corporation stock logo
TFC
Truist Financial
$2,428,400$93,411 -3.7%52,8260.3%Finance
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$2,427,207$645,743 36.2%21,8310.3%ETF
Quest Diagnostics Incorporated stock logo
DGX
Quest Diagnostics
$2,421,921$67,613 -2.7%12,3580.3%Medical
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$2,250,633$83,731 -3.6%36,1260.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,244,974$153 0.0%29,3310.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$2,216,371$284 0.0%31,2560.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$2,160,953$33,549 -1.5%9,4040.3%Business Services
BP p.l.c. stock logo
BP
BP
$2,144,407$62,040 -2.8%45,6260.3%Energy
Altria Group, Inc. stock logo
MO
Altria Group
$2,134,551$19,665 -0.9%32,3470.3%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,088,541$94,662 -4.3%2,0960.3%Retail/Wholesale
Spire Inc. stock logo
SR
Spire
$2,067,310$100,772 -4.6%22,8330.3%Utilities
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,012,788$5,952 -0.3%8,1160.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,908,332$1,203 -0.1%15,8640.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,795,636$140,308 -7.2%35,7700.2%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$1,784,414$436 0.0%36,8220.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,767,117$51,381 3.0%2,7170.2%Finance
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,727,014$95,910 -5.3%10,9840.2%Medical
Sysco Corporation stock logo
SYY
Sysco
$1,692,420$82,527 -4.6%23,7270.2%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,670,960$11,188 0.7%5,8250.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$1,549,775$111,134 -6.7%7,6280.2%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,516,3460.0%23,6630.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,433,4590.0%21,2270.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,350,240$24,030 1.8%2,3600.2%Computer and Technology
SPROTT ASSET MANAGEMENT LP
$1,332,5440.0%37,6000.2%PHYSICAL GOLD TR
Corning Incorporated stock logo
GLW
Corning
$1,319,636$107,420 -7.5%9,7050.2%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,235,550$49,103 -3.8%9,4360.2%Utilities
Broadcom Inc. stock logo
AVGO
Broadcom
$1,226,898$5,571 0.5%3,9640.2%Computer and Technology
JPMorgan Inflation Managed Bond ETF stock logo
JCPI
JPMorgan Inflation Managed Bond ETF
$1,128,972$1,128,972 New Holding23,3360.1%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$1,110,548$37,980 3.5%11,5500.1%Consumer Discretionary
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$1,082,206$1,953 -0.2%4,4320.1%Energy
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,067,279$48,610 -4.4%2,5030.1%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$1,053,9010.0%16,8760.1%ETF

Showing largest 100 holdings. View all holdings.
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