# KAVAR CAPITAL PARTNERS GROUP, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1841766. Source: https://holderbook.com/funds/1841766-kavar-capital-partners-group-llc/

- Reported value: $811.6M
- Positions: 204
- Weight of the ten largest: 41.5%
- Filed: 2026-07-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $52.0M | 1,766,011 | 6.4% | 23 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $51.3M | 1,650,796 | 6.3% | 23 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $43.8M | 151,324 | 5.4% | 23 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $42.6M | 1,538,803 | 5.3% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $35.4M | 98,917 | 4.4% | 23 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $32.3M | 161,272 | 4.0% | 23 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $25.2M | 23,665 | 3.1% | 20 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $20.9M | 42,370 | 2.6% | 23 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $17.5M | 180,897 | 2.2% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $16.2M | 43,548 | 2.0% | 23 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $16.1M | 129,081 | 2.0% | 14 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $14.6M | 44,470 | 1.8% | 23 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $14.5M | 28,923 | 1.8% | 23 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $13.9M | 376,253 | 1.7% | 23 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $11.8M | 47,061 | 1.5% | 23 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $11.1M | 43,615 | 1.4% | 23 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $10.8M | 104,566 | 1.3% | 11 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $10.5M | 121,681 | 1.3% | 15 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $10.5M | 289,888 | 1.3% | 23 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $10.4M | 49,105 | 1.3% | 23 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $10.3M | 112,322 | 1.3% | 23 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $9.9M | 108,993 | 1.2% | 5 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $9.8M | 66,498 | 1.2% | 23 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $9.6M | 84,577 | 1.2% | 23 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $9.4M | 39,319 | 1.2% | 23 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $9.1M | 47,763 | 1.1% | 23 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $9.0M | 12 | 1.1% | 23 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $8.4M | 8,352 | 1.0% | 23 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $7.7M | 22,391 | 0.9% | 23 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $7.3M | 31,033 | 0.9% | 23 |
| SCHWAB STRATEGIC TR | [FNDF](https://holderbook.com/stocks/FNDF/) | $7.1M | 134,489 | 0.9% | 18 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $7.0M | 12,015 | 0.9% | 5 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $6.9M | 74,442 | 0.8% | 23 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $6.8M | 24,223 | 0.8% | 23 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $6.8M | 57,443 | 0.8% | 20 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $6.7M | 27,715 | 0.8% | 23 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $6.7M | 5,587 | 0.8% | 17 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $6.2M | 9,831 | 0.8% | 18 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $6.0M | 67,572 | 0.7% | 7 |
| STARBUCKS CORP | [SBUX](https://holderbook.com/stocks/SBUX/) | $5.4M | 52,559 | 0.7% | 23 |
| UNILEVER PLC | [UL](https://holderbook.com/stocks/UL/) | $5.0M | 83,168 | 0.6% | 3 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.9M | 13,762 | 0.6% | 23 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.6M | 6,632 | 0.6% | 13 |
| FEDEX CORP | [FDX](https://holderbook.com/stocks/FDX/) | $4.4M | 14,068 | 0.5% | 19 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $4.1M | 2,067 | 0.5% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $4.1M | 50,166 | 0.5% | 23 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $4.1M | 7,977 | 0.5% | 11 |
| STERIS PLC | [STE](https://holderbook.com/stocks/STE/) | $4.0M | 18,858 | 0.5% | 23 |
| EMERSON ELEC CO | [EMR](https://holderbook.com/stocks/EMR/) | $3.9M | 27,505 | 0.5% | 23 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.8M | 23,062 | 0.5% | 23 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $3.8M | 52,878 | 0.5% | 6 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $3.6M | 39,847 | 0.4% | 23 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $3.5M | 4,697 | 0.4% | 23 |
| PEABODY ENGR CORP | [BTU](https://holderbook.com/stocks/BTU/) | $3.4M | 147,700 | 0.4% | 20 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $3.3M | 18,339 | 0.4% | 23 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $3.2M | 8,603 | 0.4% | 21 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $3.2M | 14,207 | 0.4% | 10 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.0M | 4,019 | 0.4% | 23 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.9M | 12,200 | 0.4% | 15 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $2.9M | 49,576 | 0.4% | 23 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $2.8M | 10,515 | 0.4% | 23 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $2.8M | 21,651 | 0.3% | 3 |
| AMERICAN CENTY ETF TR | [AVSC](https://holderbook.com/stocks/AVSC/) | $2.6M | 36,086 | 0.3% | 5 |
| TRUIST FINL CORP | [TFC](https://holderbook.com/stocks/TFC/) | $2.6M | 52,423 | 0.3% | 23 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $2.6M | 19,097 | 0.3% | 23 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $2.6M | 29,333 | 0.3% | 23 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $2.6M | 31,260 | 0.3% | 21 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.5M | 9,798 | 0.3% | 8 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.4M | 8,114 | 0.3% | 23 |
| QUEST DIAGNOSTICS INC | [DGX](https://holderbook.com/stocks/DGX/) | $2.4M | 11,415 | 0.3% | 23 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $2.4M | 25,262 | 0.3% | 23 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $2.4M | 32,665 | 0.3% | 23 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.2M | 6,306 | 0.3% | 23 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $2.2M | 26,598 | 0.3% | 23 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $2.1M | 15,228 | 0.3% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.1M | 2,237 | 0.3% | 23 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $2.1M | 16,019 | 0.3% | 23 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $2.0M | 36,831 | 0.2% | 17 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $1.9M | 46,052 | 0.2% | 23 |
| SPIRE INC | [SR](https://holderbook.com/stocks/SR/) | $1.8M | 22,834 | 0.2% | 23 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.7M | 23,551 | 0.2% | 15 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $1.7M | 7,410 | 0.2% | 23 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.6M | 21,227 | 0.2% | 23 |
| BECTON DICKINSON & CO | [BDX](https://holderbook.com/stocks/BDX/) | $1.6M | 10,376 | 0.2% | 23 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $1.5M | 41,859 | 0.2% | 23 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $1.5M | 4,085 | 0.2% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.5M | 2,674 | 0.2% | 23 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.5M | 35,456 | 0.2% | 23 |
| CADENCE DESIGN SYSTEM INC | [CDNS](https://holderbook.com/stocks/CDNS/) | $1.5M | 3,985 | 0.2% | 7 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.3M | 22,255 | 0.2% | 23 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $1.2M | 2,956 | 0.2% | 23 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.2M | 10,012 | 0.2% | 23 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $1.2M | 17,513 | 0.1% | 15 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $1.2M | 16,876 | 0.1% | 21 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.2M | 2,714 | 0.1% | 7 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $1.2M | 9,238 | 0.1% | 23 |
| FEDEX FGHT HLDG CO INC | - | $1.1M | 7,011 | 0.1% | 1 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $1.0M | 4,062 | 0.1% | 22 |
| UMB FINL CORP | [UMBF](https://holderbook.com/stocks/UMBF/) | $1.0M | 7,220 | 0.1% | 20 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $971.8K | 13,611 | 0.1% | 15 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.8% | +14.8% | -5.0% | 100% |
| Q1 2026 | -1.4% | -4.6% | +3.3% | 100% |
| Q4 2025 | +2.7% | +2.4% | +0.4% | 100% |
| Q3 2025 | +7.9% | +7.8% | +0.1% | 100% |
| Q2 2025 | +4.8% | +10.5% | -5.6% | 100% |
| Q1 2025 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2024 | -1.4% | +2.1% | -3.6% | 100% |
| Q3 2024 | +6.7% | +5.4% | +1.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $811.6M | 204 |
| Q1 2026 | $798.4M | 213 |
| Q4 2025 | $725.5M | 187 |
| Q3 2025 | $750.0M | 187 |
| Q2 2025 | $695.6M | 191 |
| Q1 2025 | $600.0M | 177 |
| Q4 2024 | $591.8M | 175 |
| Q3 2024 | $632.2M | 180 |
| Q2 2024 | $554.7M | 163 |
| Q1 2024 | $541.9M | 158 |
| Q4 2023 | $894.9M | 154 |
| Q3 2023 | $460.9M | 154 |