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CIK: 0001841766
Total reported value
$811.6M
$811.6M
187 檔
23.0%
The Q3 2025 SEC filing reveals that Kavar Capital Partners Group, LLC held a total portfolio value of $811.6M, covering 187 public equity positions.
In Q3 2025, Kavar Capital Partners Group, LLC displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.73% | +0.89% | +4.74% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.37% | +0.77% | +4.33% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.24% | +0.58% | -0.55% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.36% | +0.65% | +7.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.19% | +0.46% | -0.17% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.32% | -4.02% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.29% | +0.79% | +0.09% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.82% | +0.06% | +0.48% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.71% | +0.14% | +0.32% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.01% | -2.47% | EXIT | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.91% | +0.02% | +0.16% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | +0.16% | +0.38% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.68% | +0.38% | +5.93% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.65% | +0.25% | +2.30% | |
| 15 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.59% | -0.02% | -0.64% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.50% | +1.10% | +1.31% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.44% | +0.18% | -0.43% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | — | -0.56% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.36% | +0.31% | +9.94% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.35% | +0.09% | -5.96% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.28% | +0.02% | -0.06% | |
| 22 | DHR | Danaher CORP | Stock-Healthcare | 1.27% | -0.01% | +0.11% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 1.12% | -0.05% | +0.21% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.11% | +0.02% | -1.61% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.11% | +0.03% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.15% | +3.34% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 1.07% | +0.27% | +11.11% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | +0.11% | +0.76% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | +0.06% | -14.26% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.98% | +0.28% | +7.34% | |
| 31 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.97% | +0.11% | +56.01% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.96% | -1.33% | EXIT | |
| 33 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.93% | +0.17% | -2.62% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.91% | — | +0.42% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.90% | +0.15% | -1.13% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | +0.12% | -0.60% | |
| 37 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.84% | +0.03% | -7.12% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.79% | +0.07% | -0.81% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | +0.04% | +1.26% | |
| 40 | UL | Unilever PLC | Stock-Consumer Staples | 0.76% | — | -1.60% | |
| 41 | ARCC | Ares Capital CORP | Stock-Financials | 0.72% | -0.59% | EXIT | |
| 42 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.07% | +0.17% | |
| 43 | STE | STERIS plc | Stock-Healthcare | 0.64% | -0.03% | -1.79% | |
| 44 | LNG | Cheniere Energy Inc | Stock-Energy | 0.64% | -0.03% | +1.06% | |
| 45 | DE | Deere & Co | Stock-Industrials | 0.61% | +0.08% | +0.87% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.60% | +0.05% | -0.53% | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | +0.06% | -0.26% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.06% | -15.86% | |
| 49 | BTU | Peabody Energy CORP | Stock-Energy | 0.52% | -0.19% | — | |
| 50 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.52% | -0.11% | -1.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -0.17% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +0.09% | Trim |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.5% | +56.01% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | +0.5% | +4.74% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | -15.86% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.48% | Trim |
| 7 | AVDE | Avantis International Equity | +0.3% | +32.77% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.3% | +11.11% | Add |
| 9 | CAT | Caterpillar Inc | +0.2% | +1.31% | Add |
| 10 | ASML | ASML Holding N.V. | +0.2% | +76.14% | Add |
| 11 | BTU | Peabody Energy CORP | +0.2% | — | Unchanged |
| 12 | BX | Blackstone Inc | +0.2% | -0.06% | Add |
| 13 | SCHF | Schwab Intl Equity ETF | +0.2% | +7.30% | Add |
| 14 | UBER | Uber Technologies Inc | +0.1% | -0.26% | Add |
| 15 | AVEM | Avantis Emerging Markets Eq | +0.1% | +5.93% | Add |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.38% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | -1.13% | Trim |
| 18 | SCHM | Schwab US Mid Cap ETF | +0.1% | +9.94% | Add |
| 19 | CDNS | Cadence Design Sys Inc | +0.1% | +12.67% | Add |
| 20 | SCHA | Schwab US Small-cap ETF | +0.1% | +7.34% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 22 | WM | Waste Management Inc | 0% | +21.77% | Add |
| 23 | AMZN | Amazon.com Inc | 0% | +3.34% | Add |
| 24 | SCHW | Schwab (charles) CORP | 0% | +0.42% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | +2.91% | Add |
| 26 | AVUV | Avantis US Small Cap Value | -0.1% | +2.30% | Add |
| 27 | WMT | Walmart Inc | -0.1% | +0.21% | Trim |
| 28 | HD | Home Depot Inc | -0.1% | +1.26% | Add |
| 29 | IBM | Intl Business Machines CORP | -0.1% | -0.60% | Trim |
| 30 | GSK | Gsk Plc-spon Adr | -0.2% | — | Trim |
| 31 | JNJ | Johnson & Johnson | -0.2% | -1.61% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | -0.2% | -0.64% | Add |
| 33 | ABBV | Abbvie Inc | -0.2% | -0.43% | Trim |
| 34 | PEP | Pepsico Inc | -0.2% | +0.82% | Trim |
| 35 | MDLZ | Mondelez International Inc-a | -0.2% | -3.72% | Trim |
| 36 | SBUX | Starbucks CORP | -0.3% | -0.53% | Trim |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.3% | +4.33% | Add |
| 38 | STZ | Constellation Brands Inc-a | -0.5% | -3.46% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.5% | -0.56% | Add |
| 40 | AAPL | Apple Inc | -0.5% | -0.55% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.8% | +0.32% | Add |
| 42 | BDX | Becton Dickinson And Co | -0.9% | -0.09% | Trim |
| 43 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | — | NEW | New buy |
| 45 | AVLV | Avantis US Large Cap Value | — | NEW | New buy |
| 46 | AVSC | Avantis US Small Cap Equity | — | NEW | New buy |
| 47 | BUSE | First Busey CORP | — | EXIT | Sold out |
| 48 | GFF | Griffon CORP | — | EXIT | Sold out |
| 49 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 50 | ARE | Alexandria Real Estate Equit | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kavar Capital Partners Group, LLC reported a total U.S. public equity portfolio value of $811.6M across 187 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, FNDX, AAPL) accounted for 23.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
BND
市值: $24.9M
Top Position Liquidated / Trimmed
BUSE
前期市值: $1.8M
During Q3 2025, Kavar Capital Partners Group, LLC's top holdings by market value included SCHX (5.7%)、FNDX (5.4%)、AAPL (5.2%). The largest single position, SCHX, represented 5.7% of total portfolio value.
In Q3 2025, Kavar Capital Partners Group, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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