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
| 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 |
Showing 30 of 204 holdings in the latest reporting period.