Kavar Capital Partners Group Q2 2026: Focus on Growth ETFs, Continued Confidence in Apple

Kavar Capital Partners Group, Llc has released its latest institutional filing for the period ending June 30th, 2026 (Q2). This comprehensive document provides valuable insights into how the investment firm is strategically allocating capital among its holdings. The portfolio's total value stands at approximately $805 million as of this date.

Major Purchases and Increased Positions

Kavar Capital demonstrated a clear focus on growth during Q2 2026, significantly increasing its exposure to several prominent exchange-traded funds (ETFs). The firm boosted its stake in SCHWAB STRATEGIC TR (SCHX) by over 3 million shares, representing approximately a 3% increase and adding $5.19 million to the fund's value within Kavar's portfolio.

Furthermore, Kavar substantially increased its position in SCHWAB STRATEGIC TR (FNDX), acquiring an additional 56,498 shares which pushed its allocation from a previous level to now stand at around 6.3% of the total portfolio value ($51.3 million). Similarly, the investment firm significantly expanded its holding in SCHWAB STRATEGIC TR (SCHF) by nearly 56,000 shares, increasing its portfolio weight by about 0.08 percentage points to approximately $42.6 million.

These substantial increases suggest confidence in these specific funds and the underlying growth strategies they employ. The firm also added new positions during this quarter, including SCHWAB STRATEGIC TR (SCHM) valued at around $13.9 million ($1.7% allocation), SCHWAB STRATEGIC TR (SCHA) worth approximately $10.5 million ($1.3% allocation), and AMERICAN CENTY ETF TR (AVDV) adding about $10.8 million to the portfolio ($1.3% allocation). The addition of AVDV, which previously held a position in Q1 2026 but was not listed as active here, indicates potential new interest or confirmation of existing views.

Reductions and Divestments

While Kavar Capital focused on growth, it also made adjustments elsewhere. The firm notably reduced its position in SCHWAB STRATEGIC TR (SCHX) by 51,606 shares compared to the previous quarter.

Additionally, there was a significant reduction in holdings of SPROTT ASSET MANAGEMENT LP (PHYS). Kavar decreased its stake by approximately 8,000 shares (-21.28%), lowering this holding's portfolio allocation percentage from about 0.34% to the current level.

For individual stocks, the data shows a reduction in NIKE INC (NKE) holdings by around 5,857 shares (-11.28%) and a decrease of approximately 6,920 shares (+$9.6 million value) in WALMART INC (WMT). Other notable decreases include ISHARES TR (IWF), down by about $7,430 worth of stock.

Thematic Focus and New Entrances

The investor's actions point towards a continued emphasis on thematic investing through ETFs. The significant purchases in SCHX, FNDX, SCHF, SCHM, and SCHA all belong to the SCHWAB Strategic Trust series focused on various growth themes.

Furthermore, Kavar Capital added AMERICAN CENTY ETF TR (AVDV) which is similar to AVEM but focuses specifically on communications services. This addition adds another layer to its concentration in thematic trusts, alongside SCHX and SCHF.

Sector Allocation Shifts

The changes observed during Q2 2026 resulted in a slight shift in Kavar Capital's sector allocation strategy compared to the previous quarter. The portfolio now holds approximately $337 million (41.8%) in holdings categorized as 'Unknown', followed by Technology ($125 million, 15.5%), Financial Services ($83 million, 10.3%), and Healthcare ($67 million, 8.4%).

Consumer Defensive allocation increased slightly to $39 million (4.9%) while Consumer Cyclical decreased marginally from the prior period level.