Q2 2026 13F · SEC CIK 1841766

Kavar Capital Partners Group, LLC

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $811.6M
Reported positions: 204
Top holdings a year, 3 yrs: +18.2%
Assets under management: $1.6B

Kavar Capital Partners Group, LLC is a wealth manager that reported 204 positions worth $811.6M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Schwab Stratgc Tr (SCHX, 6.4%), Schwab Strategic Tr (FNDX, 6.3%), Apple Inc (AAPL, 5.4%). A portfolio copying its top holdings returned 18.2% a year over the last 3 years, against 20.4% for the S&P 500.

Kavar Capital Partners Group, LLC holdings largest 50 of 204 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kavar Capital Partners Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHXSchwab Stratgc Tr	6.4%	5.5%	1,766,011	+3.0%	$52.0M
FNDXSchwab Strategic Tr	6.3%	5.6%	1,650,796	+3.5%	$51.3M
AAPLApple Inc	5.4%	4.8%	151,324	-0.1%	$43.8M
SCHFSchwab Intl Equity	5.3%	4.6%	1,538,803	+3.8%	$42.6M
GOOGLAlphabet Inc	4.4%	3.6%	98,917	-0.1%	$35.4M
NVDANvidia Corporation Com	4.0%	3.5%	161,272	+0.2%	$32.3M
CATCaterpillar Inc Com	3.1%	2.0%	23,665	+4.5%	$25.2M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.4%	42,370	+0.1%	$20.9M
AVEMAmerican Centy ETF Tr	2.2%	1.8%	180,897	+2.9%	$17.5M
MSFTMicrosoft Corp	2.0%	1.9%	43,548	+4.3%	$16.2M
AVUVAvantis US Small Cap Value ETF	2.0%	1.7%	129,081	+3.0%	$16.1M
JPMJpmorgan Chase & Co	1.8%	1.6%	44,470	+0.4%	$14.6M
TMOThermo Fisher Scientific Inc	1.8%	1.8%	28,923	+0.7%	$14.5M
SCHMSchwab Strategic Tr	1.7%	1.4%	376,253	+4.2%	$13.9M
ABBVAbbvie Inc	1.5%	1.3%	47,061	+0.2%	$11.8M
JNJJohnson & Johnson	1.4%	1.3%	43,615	-0.2%	$11.1M
AVDVAvantis International Small Cap Value Et	1.3%	1.2%	104,566	+6.9%	$10.8M
VUGVanguard Indx Fd	1.3%	1.0%	121,681	+554.8%	$10.5M
SCHASchwab U.s. Small-Cap ETF	1.3%	1.0%	289,888	+4.7%	$10.5M
RSPInvesco S&p 500 Equal Weight ETF	1.3%	1.2%	49,105	-1.3%	$10.4M
ORLYO'Reilly Automotive Inc	1.3%	1.3%	112,322	+1.0%	$10.3M
AVLVAmerican Centy Tr ETF Avantis U S Large	1.2%	1.1%	108,993	+4.0%	$9.9M
PGProcter & Gamble Co Com	1.2%	1.2%	66,498	+0.2%	$9.8M
WMTWalmart Inc	1.2%	1.2%	84,577	+6.9%	$9.6M
AMZNAmazon Com Inc Com	1.2%	1.0%	39,319	+2.5%	$9.4M
DHRDanaher Corporation	1.1%	1.1%	47,763	+0.2%	$9.1M
BRK-ABerkshire Hathaway Inc Del	1.1%	1.1%	12	+0.0%	$9.0M
GSGoldman Sachs Group Inc	1.0%	0.9%	8,352	-0.1%	$8.4M
VVisa Inc Com Cl A	0.9%	0.8%	22,391	+0.5%	$7.7M
VIGVanguard Dividend Appreciation ETF	0.9%	0.8%	31,033	-0.8%	$7.3M
FNDFSchwab Strategic Tr	0.9%	0.8%	134,489	-1.4%	$7.1M
AMDAdvanced Micro Devices Inc	0.9%	—	12,015	—	$7.0M
SCHWSchwab Charles Corp	0.8%	0.9%	74,442	+2.8%	$6.9M
IBMInternational Business Machs	0.8%	0.7%	24,223	+2.0%	$6.8M
BXBlackstone Inc Com	0.8%	0.8%	57,443	+1.9%	$6.8M
VBRVanguard Small Cap Value ETF	0.8%	0.8%	27,715	-0.3%	$6.7M
LLYLilly Eli & Co	0.8%	—	5,587	—	$6.7M
DEDeere & Co Com	0.8%	0.7%	9,831	+1.0%	$6.2M
AVDEAvantis International Equity ETF	0.7%	0.7%	67,572	+4.4%	$6.0M
SBUXStarbucks Corp Com	0.7%	0.6%	52,559	-3.6%	$5.4M
ULUnilever PLC	0.6%	0.6%	83,168	+0.2%	$5.0M
HDHome Depot Inc Com	0.6%	0.6%	13,762	+0.4%	$4.9M
VOOVanguard S&p 500 ETF	0.6%	—	6,632	—	$4.6M
FDXFedex Corp	0.5%	0.6%	14,068	+0.1%	$4.4M
ASMLAsml Hldg NV	0.5%	—	2,067	—	$4.1M
KOCoca Cola Co	0.5%	—	50,166	—	$4.1M
LMTLockheed Martin Corp Com	0.5%	0.6%	7,977	+5.9%	$4.1M
STESteris Corp	0.5%	0.5%	18,858	-0.5%	$4.0M
EMREmerson Elec Co Com	0.5%	—	27,505	—	$3.9M
CVXChevron Corp New	0.5%	0.6%	23,062	+0.4%	$3.8M

What Kavar Capital Partners Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+554.8% shares
WMT Walmart Inc+6.9% shares
AVDV Avantis International Small Cap Value Et+6.9% shares
LMT Lockheed Martin Corp Com+5.9% shares

Reduced

No position shrank by more than 5%.

Left the top 50

BND Vanguard Total Bond Market ETFwas 4.0%
BINC Ishares Flexible Income Active ETFwas 2.5%
AOM Ishares Trwas 1.5%
XOM Exxon Mobil Corpwas 1.3%
BTU Peabody Engr Corpwas 0.6%
ARCC Ares Capital Corp.was 0.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.2% /yr; S&P 500 +20.1%
3 years: +18.2% /yr; S&P 500 +20.4%
5 years: +10.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$811.6M	204
Q1 2026	$798.4M	213
Q4 2025	$725.5M	187
Q3 2025	$750.0M	187
Q2 2025	$695.6M	191
Q1 2025	$600.0M	177
Q4 2024	$591.8M	175
Q3 2024	$632.2M	180
Q2 2024	$554.7M	163
Q1 2024	$541.9M	158
Q4 2023	$894.9M	154
Q3 2023	$460.9M	154

Questions about Kavar Capital Partners Group, LLC's portfolio

What stocks does Kavar Capital Partners Group, LLC own?

Kavar Capital Partners Group, LLC's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 204 positions worth $811.6M. The largest are Schwab Stratgc Tr (SCHX) at 6.4%, Schwab Strategic Tr (FNDX) at 6.3%, Apple Inc (AAPL) at 5.4%, Schwab Intl Equity (SCHF) at 5.3% and Alphabet Inc (GOOGL) at 4.4%.

What did Kavar Capital Partners Group, LLC buy last quarter?

In Q2 2026, Kavar Capital Partners Group, LLC added Vanguard Indx Fd (VUG) (+554.8% shares), Walmart Inc (WMT) (+6.9% shares) and Avantis International Small Cap Value Et (AVDV) (+6.9% shares), compared with its Q1 2026 filing.

What did Kavar Capital Partners Group, LLC sell last quarter?

In Q2 2026, Kavar Capital Partners Group, LLC cut from its top 50 Vanguard Total Bond Market ETF (BND), cut from its top 50 Ishares Flexible Income Active ETF (BINC), cut from its top 50 Ishares Tr (AOM), cut from its top 50 Exxon Mobil Corp (XOM) and cut from its top 50 Peabody Engr Corp (BTU), compared with its Q1 2026 filing.

How has Kavar Capital Partners Group, LLC's portfolio performed?

A portfolio copying Kavar Capital Partners Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.2% against +20.1%. Over 5 years: +10.2% a year against +11.6%.

When is Kavar Capital Partners Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kavar Capital Partners Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kavar Capital Partners Group, LLC manage?

Kavar Capital Partners Group, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $811.6M.