Institutional Manager · CIK 0001841766
KAVAR CAPITAL PARTNERS GROUP, LLC
LEAWOOD, KS · File #028-20576
Latest AUM
$725.5M
Positions
187
Top-10 Concentration
50.1%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | VANGUARD BD INDEX FDS | 921937835 | -334,793 | -$24.9M | $0 |
| EXITED | BLACKROCK ETF TRUST II | 092528603 | -283,430 | -$15.1M | $0 |
| EXITED | UNILEVER PLC | 904767704 | -96,380 | -$5.7M | $0 |
| NEW | UNILEVER PLC | UNLYF | +85,850 | +$5.6M | $0 |
| EXITED | ARES CAPITAL CORP | 04010L103 | -263,433 | -$5.4M | $0 |
| EXITED | ZOETIS INC | 98978V103 | -15,494 | -$2.3M | $0 |
| NEW | AMERICAN CENTY ETF TR | 025072885 | +16,023 | +$1.8M | $0 |
| REDUCE | NVIDIA CORPORATION | NVDA | -7,056 | -$1.3M | -$13,458 |
| ADD | SCHWAB STRATEGIC TR | 808524771 | +43,999 | +$1.2M | +$1.4M |
| ADD | SCHWAB STRATEGIC TR | 808524805 | +43,752 | +$1.1M | +$1.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025187 pos · $725.5M
- 13F HOLDINGS REPORTQ/E Sep 2025187 pos · $750.0M
- 13F HOLDINGS REPORTQ/E Jun 2025191 pos · $695.6M
- 13F HOLDINGS REPORTQ/E Mar 2025177 pos · $600.0M
- 13F HOLDINGS REPORTQ/E Dec 2024175 pos · $591.8M
- 13F HOLDINGS REPORTQ/E Sep 2024180 pos · $632.2M
- 13F HOLDINGS REPORTQ/E Jun 2024163 pos · $554.7M
- 13F HOLDINGS REPORTQ/E Mar 2024158 pos · $541.9M
- 13F HOLDINGS REPORTQ/E Dec 2023154 pos · $460.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 1,666,797 | $44.9M | 7.56% |
| 2 | SCHWAB STRATEGIC TR | 808524771 | 1,576,625 | $42.9M | 7.23% |
| 3 | APPLE INC | AAPL | 153,024 | $41.6M | 7.01% |
| 4 | SCHWAB STRATEGIC TR | 808524805 | 1,449,453 | $34.8M | 5.87% |
| 5 | ALPHABET INC | GOOG | 101,024 | $31.6M | 5.33% |
| 6 | NVIDIA CORPORATION | NVDA | 161,311 | $30.1M | 5.07% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41,919 | $20.1M | 3.39% |
| 8 | MICROSOFT CORP | MSFT | 41,264 | $20.0M | 3.36% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 29,042 | $16.8M | 2.84% |
| 10 | JPMORGAN CHASE & CO. | VYLD | 44,549 | $14.4M | 2.42% |
| 11 | CATERPILLAR INC | CAT | 23,377 | $13.4M | 2.26% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 172,537 | $13.3M | 2.24% |
| 13 | AMERICAN CENTY ETF TR | 025072877 | 125,944 | $12.8M | 2.16% |
| 14 | DANAHER CORPORATION | 235851102 | 47,966 | $11.0M | 1.85% |
| 15 | ABBVIE INC | ABBV | 46,594 | $10.6M | 1.79% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 351,877 | $10.6M | 1.78% |
| 17 | OREILLY AUTOMOTIVE INC | 67103H107 | 111,344 | $10.2M | 1.71% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 51,846 | $9.9M | 1.67% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 66,641 | $9.6M | 1.61% |
| 20 | JOHNSON & JOHNSON | JNJ | 44,624 | $9.2M | 1.56% |