KAVAR CAPITAL PARTNERS GROUP, LLC

CIK: 0001841766Latest portfolio: $725.5M · Q4 2025

Holdings

187

Total Value

$725.5M

New Positions

186

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SCHXSCHWAB STRATEGIC TR
1,666,797$44.9M6.18%NEW
2
FNDXSCHWAB STRATEGIC TR
1,576,625$42.9M5.91%NEW
3
AAPLAPPLE INC
153,024$41.6M5.73%NEW
4
SCHFSCHWAB STRATEGIC TR
1,449,453$34.8M4.80%NEW
5
GOOGLALPHABET INC
101,024$31.6M4.36%NEW
6
NVDANVIDIA CORPORATION
161,311$30.1M4.15%NEW
7
BRK/BBERKSHIRE HATHAWAY INC DEL
41,919$20.1M2.78%NEW
8
MSFTMICROSOFT CORP
41,264$20.0M2.75%NEW
9
TMOTHERMO FISHER SCIENTIFIC INC
29,042$16.8M2.32%NEW
10
JPMJPMORGAN CHASE & CO.
44,549$14.4M1.98%NEW
11
CATCATERPILLAR INC
23,377$13.4M1.85%NEW
12
AVEMAMERICAN CENTY ETF TR
172,537$13.3M1.83%NEW
13
AVUVAMERICAN CENTY ETF TR
125,944$12.8M1.77%NEW
14
DHRDANAHER CORPORATION
47,966$11.0M1.51%NEW
15
ABBVABBVIE INC
46,594$10.6M1.47%NEW
16
SCHMSCHWAB STRATEGIC TR
351,877$10.6M1.46%NEW
17
ORLYOREILLY AUTOMOTIVE INC
111,344$10.2M1.40%NEW
18
RSPINVESCO EXCHANGE TRADED FD T
51,846$9.9M1.37%NEW
19
PGPROCTER AND GAMBLE CO
66,641$9.6M1.32%NEW
20
JNJJOHNSON & JOHNSON
44,624$9.2M1.27%NEW
21
WMTWALMART INC
80,860$9.0M1.24%NEW
22
VUGVANGUARD INDEX FDS
18,077$8.8M1.22%NEW
23
BXBLACKSTONE INC
57,041$8.8M1.21%NEW
24
AMZNAMAZON COM INC
37,708$8.7M1.20%NEW
25
AVDVAMERICAN CENTY ETF TR
90,142$8.5M1.17%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($4.485342899348441e+257T)
Healthcare0.0% ($1.682810980106469e+60T)
Technology0.0% ($4.160130084199567e+59T)
Industrials0.0% ($1.3392463441473886e+43T)
Consumer Defensive0.0% ($9.550900856143442e+39T)
Consumer Cyclical0.0% ($1.0155870348784413e+31T)
Energy0.0% ($7.670438542073563e+25T)
Unknown0.0% ($2.0143830229291243e+22T)
Utilities0.0% ($226619801149747584.0T)
Communication Services0.0% ($316201815153.0T)
Real Estate0.0% ($262.2M)
Basic Materials0.0% ($223.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 20, 2026$725.5M187
Q3 2025Oct 17, 2025$750.0B0
Q2 2025Jul 17, 2025$695.6B191
Q1 2025Apr 23, 2025$600.0B177

Fund Information

CIK0001841766
Most Recent FilingJan 20, 2026
Number of Filings4

KAVAR CAPITAL PARTNERS GROUP, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $725.5M across 187 holdings. The largest position is SCHWAB STRATEGIC TR (SCHX), representing 6.2% of the portfolio. Compared to the previous quarter, the fund opened 187 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.