Kavar Capital Partners Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Kavar Capital Partners Group, Llc disclosed 204 stock positions valued at approximately $811.56M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 204
- Portfolio Value
- $811.56M
Holdings by Sector
Kavar Capital Partners Group, Llc Portfolio Holdings in Q2 2026
200 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 6.40% | 1,766,011 | +51,606 | +3.01% | $51,973,700 |
| SCHWAB STRATEGIC TR | FNDX | Other | 6.33% | 1,650,796 | +56,498 | +3.54% | $51,339,755 |
| APPLE INC | AAPL | Technology | 5.40% | 151,324 | -209 | -0.14% | $43,787,062 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.25% | 1,538,803 | +56,447 | +3.81% | $42,624,850 |
| ALPHABET INC | GOOGL | Communication Services | 4.36% | 98,917 | -129 | -0.13% | $35,350,022 |
| NVIDIA CORPORATION | NVDA | Technology | 3.98% | 161,272 | +300 | +0.19% | $32,268,858 |
| CATERPILLAR INC | CAT | Industrials | 3.11% | 23,665 | +1,014 | +4.48% | $25,200,379 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.58% | 42,370 | +44 | +0.10% | $20,914,694 |
| AMERICAN CENTY ETF TR | AVEM | Other | 2.15% | 180,897 | +5,038 | +2.86% | $17,454,763 |
| MICROSOFT CORP | MSFT | Technology | 2.00% | 43,548 | +1,804 | +4.32% | $16,244,387 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.98% | 129,081 | +3,730 | +2.98% | $16,104,115 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.79% | 44,470 | +189 | +0.43% | $14,556,484 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.79% | 28,923 | +201 | +0.70% | $14,501,043 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.71% | 376,253 | +15,308 | +4.24% | $13,872,441 |
| ABBVIE INC | ABBV | Healthcare | 1.46% | 47,061 | +98 | +0.21% | $11,842,390 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.36% | 43,615 | -74 | -0.17% | $11,076,885 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.33% | 104,566 | +6,752 | +6.90% | $10,775,521 |
| VANGUARD INDEX FDS | VUG | Other | 1.29% | 121,681 | +103,098 | +554.80% | $10,481,603 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.29% | 289,888 | +12,899 | +4.66% | $10,473,640 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.29% | 49,105 | -665 | -1.34% | $10,448,023 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.27% | 112,322 | +1,114 | +1.00% | $10,343,733 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.22% | 108,993 | +4,167 | +3.98% | $9,941,252 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.20% | 66,498 | +134 | +0.20% | $9,751,288 |
| WALMART INC | WMT | Consumer Defensive | 1.18% | 84,577 | +5,473 | +6.92% | $9,579,182 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.15% | 39,319 | +974 | +2.54% | $9,371,290 |
| DANAHER CORP DEL | DHR | Healthcare | 1.12% | 47,763 | +82 | +0.17% | $9,097,854 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.11% | 12 | - | - | $8,986,200 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.04% | 8,352 | -8 | -0.10% | $8,446,962 |
| VISA INC | V | Financial Services | 0.95% | 22,391 | +111 | +0.50% | $7,682,135 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.90% | 31,033 | -252 | -0.81% | $7,343,111 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.87% | 134,489 | -1,950 | -1.43% | $7,095,621 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.86% | 12,015 | -123 | -1.01% | $6,979,634 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.85% | 74,442 | +2,004 | +2.77% | $6,868,763 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.84% | 24,223 | +477 | +2.01% | $6,811,706 |
| BLACKSTONE INC | BX | Financial Services | 0.83% | 57,443 | +1,074 | +1.91% | $6,759,265 |
| VANGUARD INDEX FDS | VBR | Other | 0.83% | 27,715 | -81 | -0.29% | $6,734,418 |
| ELI LILLY & CO | LLY | Healthcare | 0.83% | 5,587 | +1,683 | +43.11% | $6,701,278 |
| DEERE & CO | DE | Industrials | 0.77% | 9,831 | +94 | +0.97% | $6,236,130 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.74% | 67,572 | +2,878 | +4.45% | $6,027,436 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.66% | 52,559 | -1,958 | -3.59% | $5,371,031 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.60% | 13,762 | +53 | +0.39% | $4,853,719 |
| VANGUARD INDEX FDS | VOO | Other | 0.56% | 6,632 | +3 | +0.05% | $4,555,198 |
| FEDEX CORP | FDX | Industrials | 0.54% | 14,068 | +18 | +0.13% | $4,405,113 |
| ASML HLDG NV | ASML | Other | 0.51% | 2,067 | +35 | +1.72% | $4,112,172 |
| COCA COLA CO | KO | Consumer Defensive | 0.50% | 50,166 | +1,333 | +2.73% | $4,077,016 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.50% | 7,977 | +445 | +5.91% | $4,063,750 |
| STERIS PLC | G8473T100 | Other | 0.49% | 18,858 | -99 | -0.52% | $3,970,929 |
| EMERSON ELEC CO | EMR | Industrials | 0.49% | 27,505 | +63 | +0.23% | $3,937,385 |
| CHEVRON CORPORATION | CVX | Energy | 0.47% | 23,062 | +99 | +0.43% | $3,822,779 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.47% | 52,878 | +7,543 | +16.64% | $3,815,676 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.45% | 39,847 | -226 | -0.56% | $3,615,678 |
| ISHARES TR | IVV | Other | 0.43% | 4,697 | -17 | -0.36% | $3,517,669 |
| PEABODY ENGR CORP | BTU | Energy | 0.42% | 147,700 | - | - | $3,414,824 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.41% | 18,339 | +71 | +0.39% | $3,317,726 |
| VANGUARD INDEX FDS | VTI | Other | 0.39% | 8,603 | +17 | +0.20% | $3,183,329 |
| WASTE MGMT INC DEL | WM | Industrials | 0.39% | 14,207 | +4,803 | +51.07% | $3,166,471 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.37% | 4,019 | +1,302 | +47.92% | $3,001,512 |
| CHENIERE ENERGY INC | LNG | Energy | 0.36% | 12,200 | +1,173 | +10.64% | $2,915,990 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.35% | 49,576 | -158 | -0.32% | $2,867,489 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.35% | 10,515 | +101 | +0.97% | $2,842,367 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.34% | 21,651 | -180 | -0.82% | $2,773,049 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.33% | 36,086 | -40 | -0.11% | $2,646,543 |
| TRUIST FINL CORP | TFC | Financial Services | 0.32% | 52,423 | -403 | -0.76% | $2,611,702 |
| PEPSICO INC | PEP | Consumer Defensive | 0.32% | 19,097 | -715 | -3.61% | $2,585,722 |
| SPDR SERIES TRUST | SPLG | Other | 0.32% | 29,333 | +2 | +0.01% | $2,577,794 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.32% | 31,260 | +4 | +0.01% | $2,561,470 |
| CORNING INC | GLW | Technology | 0.31% | 9,798 | +93 | +0.96% | $2,502,811 |
| ISHARES TR | IWM | Other | 0.30% | 8,114 | -2 | -0.02% | $2,437,908 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.30% | 11,415 | -943 | -7.63% | $2,419,409 |
| SOUTHERN CO | SO | Utilities | 0.30% | 25,262 | +48 | +0.19% | $2,417,826 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.29% | 32,665 | +318 | +0.98% | $2,350,217 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 6,306 | +481 | +8.26% | $2,228,099 |
| SYSCO CORP | SYY | Consumer Defensive | 0.27% | 26,598 | +2,871 | +12.10% | $2,223,081 |
| INTEL CORP | INTC | Technology | 0.26% | 15,228 | -4,607 | -23.23% | $2,126,286 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 2,237 | +141 | +6.73% | $2,092,672 |
| MERCK & CO INC | MRK | Healthcare | 0.25% | 16,019 | +155 | +0.98% | $2,058,436 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.25% | 36,831 | +9 | +0.02% | $2,026,058 |
| NIKE INC | NKE | Consumer Cyclical | 0.23% | 46,052 | -5,857 | -11.28% | $1,890,436 |
| SPIRE INC | SR | Utilities | 0.22% | 22,834 | +1 | +0.00% | $1,783,106 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.21% | 23,551 | -112 | -0.47% | $1,678,034 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.20% | 7,410 | -218 | -2.86% | $1,659,379 |
| ISHARES TR | IJH | Other | 0.20% | 21,227 | - | - | $1,636,814 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.19% | 10,376 | -608 | -5.54% | $1,570,200 |
| BP PLC | BP | Energy | 0.19% | 41,859 | -3,767 | -8.26% | $1,546,692 |
| BROADCOM INC | AVGO | Technology | 0.19% | 4,085 | +121 | +3.05% | $1,543,109 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 2,674 | +314 | +13.31% | $1,506,252 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.18% | 35,456 | -314 | -0.88% | $1,501,214 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.18% | 3,985 | +268 | +7.21% | $1,495,650 |
| BANK OF AMER CORP | BAC | Financial Services | 0.16% | 22,255 | +1,212 | +5.76% | $1,268,066 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 2,956 | +310 | +11.72% | $1,243,294 |
| ISHARES TR | IWF | Other | 0.15% | 10,012 | +7,509 | +300.00% | $1,243,190 |
| SPDR SERIES TRUST | SPMD | Other | 0.15% | 17,513 | +1 | +0.01% | $1,183,173 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.15% | 16,876 | - | - | $1,179,627 |
| LAM RESEARCH CORP | LRCX | Other | 0.14% | 2,714 | -43 | -1.56% | $1,176,058 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.14% | 9,238 | -198 | -2.10% | $1,169,346 |
| MARATHON PETE CORP | MPC | Energy | 0.13% | 4,062 | -370 | -8.35% | $1,038,532 |
| UMB FINL CORP | UMBF | Financial Services | 0.13% | 7,220 | -182 | -2.46% | $1,030,727 |
| NETFLIX INC. | NFLX | Communication Services | 0.12% | 13,611 | +2,061 | +17.84% | $971,837 |
| ENERGY TRANSFER L P | ET | Energy | 0.12% | 50,111 | - | - | $958,122 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.11% | 2,239 | +2 | +0.09% | $930,596 |