Kavar Capital Partners Group, Llc Portfolio Stock Holdings
Kavar Capital Partners Group, Llc disclosed 213 stock positions valued at approximately $798.4 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 213
- Portfolio Value
- $798.4M
Holdings by Sector
Kavar Capital Partners Group, Llc Portfolio Holdings in Q1 2026
212 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | Other | 5.56% | 1,594,298 | +17,673 | +1.12% | $44,401,206 |
| SCHWAB STRATEGIC TR | SCHX | Other | 5.51% | 1,714,405 | +47,608 | +2.86% | $43,957,356 |
| APPLE INC | AAPL | Technology | 4.82% | 151,533 | -1,491 | -0.97% | $38,457,596 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.60% | 1,482,356 | +32,903 | +2.27% | $36,688,303 |
| VANGUARD BD INDEX FDS | BND | Other | 4.02% | 435,548 | +435,548 | +100.00% | $32,073,790 |
| ALPHABET INC | GOOGL | Communication Services | 3.57% | 99,046 | -1,978 | -1.96% | $28,481,593 |
| NVIDIA CORPORATION | NVDA | Technology | 3.52% | 160,972 | -339 | -0.21% | $28,073,468 |
| BLACKROCK ETF TRUST II | BINC | Other | 2.47% | 380,357 | +380,357 | +100.00% | $19,751,931 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.44% | 42,326 | +407 | +0.97% | $19,474,977 |
| CATERPILLAR INC | CAT | Industrials | 2.01% | 22,651 | -726 | -3.11% | $16,047,631 |
| MICROSOFT CORP | MSFT | Technology | 1.94% | 41,744 | +480 | +1.16% | $15,452,298 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.77% | 175,859 | +3,322 | +1.93% | $14,170,691 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.77% | 28,722 | -320 | -1.10% | $14,117,814 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.73% | 125,351 | -593 | -0.47% | $13,847,524 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.63% | 44,281 | -268 | -0.60% | $13,025,641 |
| ISHARES TR | AOM | Other | 1.54% | 259,957 | +259,957 | +100.00% | $12,314,163 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.40% | 360,945 | +9,068 | +2.58% | $11,174,847 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.34% | 43,689 | -935 | -2.10% | $10,679,217 |
| EXXON MOBIL CORP | XOM | Energy | 1.33% | 62,596 | -1,148 | -1.80% | $10,620,008 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 1.29% | 111,208 | -136 | -0.12% | $10,265,610 |
| ABBVIE INC | ABBV | Healthcare | 1.28% | 46,963 | +369 | +0.79% | $10,213,914 |
| WALMART INC | WMT | Consumer Defensive | 1.23% | 79,104 | -1,756 | -2.17% | $9,831,019 |
| AMERICAN CENTY ETF TR | AVDV | Other | 1.22% | 97,814 | +7,672 | +8.51% | $9,767,754 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.20% | 66,364 | -277 | -0.42% | $9,585,657 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.20% | 49,770 | -2,076 | -4.00% | $9,551,817 |
| DANAHER CORP DEL | DHR | Healthcare | 1.13% | 47,681 | -285 | -0.59% | $9,040,298 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.08% | 12 | +1 | +9.09% | $8,617,680 |
| AMERICAN CENTY ETF TR | AVLV | Other | 1.06% | 104,826 | -234 | -0.22% | $8,450,036 |
| VANGUARD INDEX FDS | VUG | Other | 1.02% | 18,583 | +506 | +2.80% | $8,116,685 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.01% | 276,989 | +8,317 | +3.10% | $8,054,849 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.00% | 38,345 | +637 | +1.69% | $7,986,113 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.89% | 8,360 | - | - | $7,072,476 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.85% | 72,438 | +1,189 | +1.67% | $6,807,723 |
| VISA INC | V | Financial Services | 0.84% | 22,280 | +172 | +0.78% | $6,733,910 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.84% | 31,285 | -1,202 | -3.70% | $6,728,181 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.84% | 136,439 | -6,842 | -4.78% | $6,675,981 |
| BLACKSTONE INC | BX | Financial Services | 0.81% | 56,369 | -672 | -1.18% | $6,481,814 |
| VANGUARD INDEX FDS | VBR | Other | 0.76% | 27,796 | -660 | -2.32% | $6,038,732 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.72% | 23,746 | +531 | +2.29% | $5,755,748 |
| AMERICAN CENTY ETF TR | AVDE | Other | 0.69% | 64,694 | +24,671 | +61.64% | $5,488,652 |
| DEERE & CO | DE | Industrials | 0.69% | 9,737 | -218 | -2.19% | $5,484,866 |
| FEDEX CORP | FDX | Industrials | 0.63% | 14,050 | -307 | -2.14% | $5,004,329 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.61% | 54,517 | +2,122 | +4.05% | $4,884,185 |
| PEABODY ENGR CORP | BTU | Energy | 0.61% | 147,700 | +27 | +0.02% | $4,866,715 |
| CHEVRON CORPORATION | CVX | Energy | 0.60% | 22,963 | -415 | -1.78% | $4,751,016 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.59% | 262,319 | +262,319 | +100.00% | $4,726,991 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.57% | 7,532 | -130 | -1.70% | $4,552,494 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.56% | 13,709 | -468 | -3.30% | $4,508,730 |
| STERIS PLC | G8473T100 | Other | 0.53% | 18,957 | -350 | -1.81% | $4,191,961 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.52% | 40,073 | +328 | +0.83% | $4,114,260 |
| VANGUARD INDEX FDS | VOO | Other | 0.50% | 6,629 | -231 | -3.37% | $3,961,456 |
| COCA COLA CO | KO | Consumer Defensive | 0.47% | 48,833 | -414 | -0.84% | $3,713,769 |
| EMERSON ELEC CO | EMR | Industrials | 0.45% | 27,442 | -1,822 | -6.23% | $3,595,491 |
| ELI LILLY & CO | LLY | Healthcare | 0.45% | 3,904 | +353 | +9.94% | $3,590,821 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.42% | 42,538 | +42,538 | +100.00% | $3,335,400 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.41% | 45,335 | -855 | -1.85% | $3,260,947 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.41% | 10,414 | +9 | +0.09% | $3,236,714 |
| CHENIERE ENERGY INC | LNG | Energy | 0.39% | 11,027 | -10,620 | -49.06% | $3,129,072 |
| ISHARES TR | IVV | Other | 0.39% | 4,714 | +1 | +0.02% | $3,079,291 |
| PEPSICO INC | PEP | Consumer Defensive | 0.39% | 19,812 | +166 | +0.84% | $3,076,541 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.38% | 18,268 | +2 | +0.01% | $3,020,401 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.36% | 49,734 | -2,362 | -4.53% | $2,866,651 |
| VANGUARD INDEX FDS | VTI | Other | 0.34% | 8,586 | +18 | +0.21% | $2,754,523 |
| NIKE INC | NKE | Consumer Cyclical | 0.34% | 51,909 | +1,429 | +2.83% | $2,741,817 |
| ASML HLDG NV | ASML | Other | 0.34% | 2,032 | -10 | -0.49% | $2,683,927 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.31% | 12,138 | +10,445 | +616.95% | $2,469,233 |
| SOUTHERN CO | SO | Utilities | 0.30% | 25,214 | -775 | -2.98% | $2,433,655 |
| TRUIST FINL CORP | TFC | Financial Services | 0.30% | 52,826 | -2,032 | -3.70% | $2,428,400 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.30% | 21,831 | +5,808 | +36.25% | $2,427,207 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.30% | 12,358 | -345 | -2.72% | $2,421,921 |
| AMERICAN CENTY ETF TR | AVSC | Other | 0.28% | 36,126 | -1,344 | -3.59% | $2,250,633 |
| SPDR SERIES TRUST | SPLG | Other | 0.28% | 29,331 | +2 | +0.01% | $2,244,974 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.28% | 31,256 | +4 | +0.01% | $2,216,371 |
| WASTE MGMT INC DEL | WM | Industrials | 0.27% | 9,404 | -146 | -1.53% | $2,160,953 |
| BP PLC | BP | Energy | 0.27% | 45,626 | -1,320 | -2.81% | $2,144,407 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.27% | 32,347 | -298 | -0.91% | $2,134,551 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 2,096 | -95 | -4.34% | $2,088,541 |
| SPIRE INC | SR | Utilities | 0.26% | 22,833 | -1,113 | -4.65% | $2,067,310 |
| ISHARES TR | IWM | Other | 0.25% | 8,116 | -24 | -0.29% | $2,012,788 |
| MERCK & CO INC | MRK | Healthcare | 0.24% | 15,864 | -10 | -0.06% | $1,908,332 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.22% | 35,770 | -2,795 | -7.25% | $1,795,636 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.22% | 36,822 | +9 | +0.02% | $1,784,414 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 2,717 | +79 | +2.99% | $1,767,117 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.22% | 10,984 | -610 | -5.26% | $1,727,014 |
| SYSCO CORP | SYY | Consumer Defensive | 0.21% | 23,727 | -1,157 | -4.65% | $1,692,420 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 5,825 | +39 | +0.67% | $1,670,960 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.19% | 7,628 | -547 | -6.69% | $1,549,775 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.19% | 23,663 | - | - | $1,516,346 |
| ISHARES TR | IJH | Other | 0.18% | 21,227 | - | - | $1,433,459 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 2,360 | +42 | +1.81% | $1,350,240 |
| SPROTT ASSET MANAGEMENT LP | PHYS | Other | 0.17% | 37,600 | - | - | $1,332,544 |
| CORNING INC | GLW | Technology | 0.17% | 9,705 | -790 | -7.53% | $1,319,636 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.15% | 9,436 | -375 | -3.82% | $1,235,550 |
| BROADCOM INC | AVGO | Technology | 0.15% | 3,964 | +18 | +0.46% | $1,226,898 |
| J P MORGAN EXCHANGE TRADED F | JCPI | Other | 0.14% | 23,336 | +23,336 | +100.00% | $1,128,972 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 11,550 | +395 | +3.54% | $1,110,548 |
| MARATHON PETE CORP | MPC | Energy | 0.14% | 4,432 | -8 | -0.18% | $1,082,206 |
| ISHARES TR | IWF | Other | 0.13% | 2,503 | -114 | -4.36% | $1,067,279 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.13% | 16,876 | - | - | $1,053,901 |
| SPDR SERIES TRUST | SPMD | Other | 0.13% | 17,512 | - | - | $1,037,088 |