CIK: 0001841766
Total reported value
$798.4M
Reporting period: 2026-03-31 · Number of holdings: 213
KAVAR CAPITAL PARTNERS GROUP, LLC disclosed 213 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $798.4M and a quarterly turnover rate of 21.2%.
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Kavar Capital Partners Group, LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 46 equally-sized positions, well below its 213 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.91), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 44% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim AAPL
-1.0% -$3.1M
Trim MSFT
+1.2% -$4.5M
Trim GOOGL
-2.0% -$3.1M
Trim SCHX
+2.9% -$896.1K
Trim NVDA
-0.2% -$2.0M
Trim TMO
-1.1% -$2.7M
Showing top 200 holdings (of 213 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.56% | -0.35% | +1.12% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.51% | -0.67% | +2.86% | |
| 3 | AAPL | Apple INC | Stock-Tech | 4.82% | -0.91% | -0.97% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.60% | -0.20% | +2.27% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 4.02% | +4.02% | NEW | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.57% | -0.79% | -1.96% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | -0.63% | -0.21% | |
| 8 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 2.47% | +2.47% | NEW | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.44% | -0.34% | +0.97% | |
| 10 | CAT | Caterpillar INC | Stock-Industrials | 2.01% | +0.16% | -3.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.81% | +1.16% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.77% | -0.06% | +1.93% | |
| 13 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.77% | -0.55% | -1.10% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.73% | -0.04% | -0.47% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.35% | -0.60% | |
| 16 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.54% | +1.54% | NEW | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.40% | -0.06% | +2.58% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | +0.07% | -2.10% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.33% | +0.27% | -1.80% | |
| 20 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 1.29% | — | -0.12% | |
| 21 | ABBV | Abbvie INC | Stock-Healthcare | 1.28% | — | +0.79% | |
| 22 | WMT | Walmart INC | Stock-Consumer Staples | 1.23% | -0.01% | -2.17% | |
| 23 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.22% | +0.05% | +8.51% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | — | -0.42% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.20% | — | -4.00% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.13% | -0.38% | -0.59% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.08% | — | +9.09% | |
| 28 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 1.06% | — | -0.22% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | -0.20% | +2.80% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.01% | — | +3.10% | |
| 31 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.00% | -0.20% | +1.69% | |
| 32 | GS | Goldman Sachs Group INC | Stock-Financials | 0.89% | — | — | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.85% | — | +1.67% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | -0.23% | +0.78% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.84% | — | -3.70% | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.84% | — | -4.78% | |
| 37 | BX | Blackstone INC | Stock-Financials | 0.81% | -0.40% | -1.18% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | — | -2.32% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | -0.23% | +2.29% | |
| 40 | AVDE | Avantis International Equity | ETF-Other | 0.69% | +0.24% | +61.64% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.69% | +0.05% | -2.19% | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.63% | +0.06% | -2.14% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.61% | — | +4.05% | |
| 44 | BTU | Peabody Energy CORP | Stock-Energy | 0.61% | — | +0.02% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.60% | +0.11% | -1.78% | |
| 46 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.59% | -0.18% | -3.30% | |
| 47 | ARCC | Ares Capital CORP | Stock-Financials | 0.59% | +0.59% | NEW | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.57% | +0.06% | -1.70% | |
| 49 | HD | Home Depot INC | Stock-Consumer Disc | 0.56% | — | -3.30% | |
| 50 | STE | STERIS plc | Stock-Healthcare | 0.53% | -0.15% | -1.81% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+24.6%
Based on 81% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 213 | $798.4M | 21 | |
| 2025-12-31 | 187 | $725.5M | 16 | |
| 2025-09-30 | 187 | $750.0M | 28 | |
| 2025-06-30 | 191 | $695.6M | 0 | |
| 2025-03-31 | 177 | $600.0M | 100 | |
| 2024-12-31 | 175 | $591.8M | 0 | |
| 2024-09-30 | 180 | $632.2M | 0 | |
| 2024-06-30 | 163 | $554.7M | 0 | |
| 2024-03-31 | 158 | $541.9M | 0 | |
| 2023-12-31 | 281 | $894.9M | 0 | |
| 2023-09-30 | 154 | $460.9M | 0 | |
| 2023-06-30 | 147 | $469.3M | 0 | |
| 2023-03-31 | 161 | $463.2M | 0 | |
| 2022-12-31 | 145 | $434.0M | 0 | |
| 2022-09-30 | 139 | $392.2M | 0 | |
| 2022-06-30 | 164 | $431.3M | 0 | |
| 2022-03-31 | 156 | $462.7M | 0 | |
| 2021-12-31 | 167 | $481.2M | 0 | |
| 2021-09-30 | 172 | $438.9M | 0 | |
| 2021-06-30 | 149 | $414.4M | 94 | |
| 2021-03-31 | 142 | $371.1M | 15 | |
| 2020-12-31 | 152 | $347.7M | 0 |
Kavar Capital Partners Group, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Total Bond Market (BND); New buy: Ishares Flex I A Etf-usd INC (BINC); New buy: Ishares Core 40/60 Moderate (AOM); New buy: Ares Capital CORP (ARCC); New buy: Vanguard Short-term Bond ETF (BSV).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -1.80% | Trim |
| 2 | AMD | Advanced Micro Devices | +0.3% | +616.95% | Add |
| 3 | AVDE | Avantis International Equity | +0.2% | +61.64% | Add |
| 4 | CAT | Caterpillar INC | +0.2% | -3.11% | Trim |
| 5 | CVX | Chevron CORP | +0.1% | -1.78% | Trim |
| 6 | ET | Energy Transfer LP | +0.1% | +196.51% | Add |
| 7 | JNJ | Johnson & Johnson | +0.1% | -2.10% | Trim |
| 8 | FDX | Fedex CORP | +0.1% | -2.14% | Trim |
| 9 | LMT | Lockheed Martin CORP | +0.1% | -1.70% | Trim |
| 10 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +8.51% | Add |
| 11 | DE | Deere & Co | +0.1% | -2.19% | Trim |
| 12 | AVUS | Avantis U.s. Equity ETF | +0.1% | +36.25% | Add |
| 13 | WMT | Walmart INC | 0% | -2.17% | Trim |
| 14 | AVUV | Avantis US Small Cap Value | 0% | -0.47% | Trim |
| 15 | AVEM | Avantis Emerging Markets Eq | -0.1% | +1.93% | Add |
| 16 | SCHM | Schwab US Mid Cap ETF | -0.1% | +2.58% | Add |
| 17 | STE | STERIS plc | -0.2% | -1.81% | Trim |
| 18 | ABT | Abbott Laboratories | -0.2% | +0.83% | Add |
| 19 | UL | Unilever Plc-sponsored Adr | -0.2% | -3.30% | Trim |
| 20 | DEO | Diageo Plc-sponsored Adr | -0.2% | -71.32% | Trim |
| 21 | LNG | Cheniere Energy INC | -0.2% | -49.06% | Trim |
| 22 | SCHF | Schwab Intl Equity ETF | -0.2% | +2.27% | Add |
| 23 | AMZN | Amazon.com INC | -0.2% | +1.69% | Add |
| 24 | VUG | Vanguard Growth ETF | -0.2% | +2.80% | Add |
| 25 | IBM | Intl Business Machines CORP | -0.2% | +2.29% | Add |
| 26 | V | Visa Inc-class A Shares | -0.2% | +0.78% | Add |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +0.97% | Add |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.4% | +1.12% | Add |
| 29 | JPM | Jpmorgan Chase & Co | -0.4% | -0.60% | Trim |
| 30 | DHR | Danaher CORP | -0.4% | -0.59% | Trim |
| 31 | BX | Blackstone INC | -0.4% | -1.18% | Trim |
| 32 | TMO | Thermo Fisher Scientific INC | -0.6% | -1.10% | Trim |
| 33 | NVDA | Nvidia CORP | -0.6% | -0.21% | Trim |
| 34 | SCHX | Schwab US Large-cap ETF | -0.7% | +2.86% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | -0.8% | -1.96% | Trim |
| 36 | MSFT | Microsoft CORP | -0.8% | +1.16% | Add |
| 37 | AAPL | Apple INC | -0.9% | -0.97% | Trim |
| 38 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 39 | BINC | Ishares Flex I A Etf-usd INC | — | NEW | New buy |
| 40 | AOM | Ishares Core 40/60 Moderate | — | NEW | New buy |
| 41 | ARCC | Ares Capital CORP | — | NEW | New buy |
| 42 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 43 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | Sold out |
| 44 | ADBE | Adobe INC | — | EXIT | Sold out |
| 45 | JCPI | Jp Morgan Inflation Mgd Bond | — | NEW | New buy |
| 46 | BXSL | Blackstone Secured Lending F | — | NEW | New buy |
| 47 | INTC | Intel CORP | — | NEW | New buy |
| 48 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 49 | FLXR | Tcw Flexible Income ETF | — | NEW | New buy |
| 50 | HDEF | Xtrackers Msci Eafe High Div | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-16 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-20 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-17 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-17 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-24 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-19 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-06 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-09 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-27 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-01 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-05 | 13F-HR | View on EDGAR |
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