Kavar Capital Partners Group, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Kavar Capital Partners Group, LLC reported 204 stock positions worth $811.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 6.4% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 6.3%) and Apple (AAPL, 5.4%). Compared with Q1 2026, it opened 16 new positions, sold out of 27, added to 112 and reduced 49. The biggest buy was Caterpillar (CAT, shares +4%) and the biggest sale an exit from Vanguard Total Bond Market (BND).

Most Recent 13F
Q2 2026
Location
LEAWOOD, KS
CIK
0001841766
Portfolio Value
$811.6M (Q2 2026)
SEC Filing
0001725547-26-000239 ↗ filed Jul 20, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $541.9M Q1 2024 Q2 2024: $554.7M Q2 2024 Q3 2024: $632.2M Q3 2024 Q4 2024: $591.8M Q4 2024 Q1 2025: $600.0M Q1 2025 Q2 2025: $695.6M Q2 2025 Q3 2025: $750.0M Q3 2025 Q4 2025: $725.5M Q4 2025 Q1 2026: $798.4M Q1 2026 Q2 2026: $811.6M $811.6M Q2 2026

Holdings 204 stocks · $811.6M

SCHX Schwab US Large-Cap ETF 6.40% 1,766,011 $52.0M Add +3.0%
FNDX Schwab Fndmntl US LRG Co. ETF 6.33% 1,650,796 $51.3M Add +3.5%
AAPL Apple Inc. 5.40% 151,324 $43.8M Reduce -0.1%
SCHF Schwab Intl Equity ETF 5.25% 1,538,803 $42.6M Add +3.8%
GOOGL Alphabet Inc. Class A 4.36% 98,917 $35.4M Reduce -0.1%
NVDA Nvidia Corp. 3.98% 161,272 $32.3M Add +0.2%
CAT Caterpillar Inc. 3.11% 23,665 $25.2M Add +4.5%
BRK.B Berkshire Hathaway Inc. Class B 2.58% 42,370 $20.9M Add +0.1%
AVEM Avantis Emerging Markets Eq 2.15% 180,897 $17.5M Add +2.9%
MSFT Microsoft Corp. 2.00% 43,548 $16.2M Add +4.3%
AVUV Avantis US Small Cap Value 1.98% 129,081 $16.1M Add +3.0%
JPM JPMorgan Chase & Co. 1.79% 44,470 $14.6M Add +0.4%
TMO Thermo Fisher Scientific Inc. 1.79% 28,923 $14.5M Add +0.7%
SCHM Schwab US Mid Cap ETF 1.71% 376,253 $13.9M Add +4.2%
ABBV Abbvie Inc. 1.46% 47,061 $11.8M Add +0.2%
JNJ Johnson & Johnson 1.36% 43,615 $11.1M Reduce -0.2%
AVDV Avantis Intl S/C Value ETF 1.33% 104,566 $10.8M Add +6.9%
VUG Vanguard Mrngstar GR ETF-Sui 1.29% 121,681 $10.5M Add +9.1%
SCHA Schwab US Small-Cap ETF 1.29% 289,888 $10.5M Add +4.7%
RSP Invesco S&P 500 Equal Weight 1.29% 49,105 $10.4M Reduce -1.3%
ORLY O'reilly Automotive Inc. 1.27% 112,322 $10.3M Add +1.0%
AVLV Avantis US Large Cap Value 1.23% 108,993 $9.9M Add +4.0%
PG The Procter & Gamble Co. 1.20% 66,498 $9.8M Add +0.2%
WMT Walmart Inc. 1.18% 84,577 $9.6M Add +6.9%
AMZN Amazon.com Inc. 1.15% 39,319 $9.4M Add +2.5%
DHR Danaher Corp. 1.12% 47,763 $9.1M Add +0.2%
BRK.A Berkshire Hathaway Inc. Class A 1.11% 12 $9.0M No change
GS Goldman Sachs Group Inc. 1.04% 8,352 $8.4M Reduce -0.1%
V Visa Inc. Class A 0.95% 22,391 $7.7M Add +0.5%
VIG Vanguard Dividend Apprec ETF 0.90% 31,033 $7.3M Reduce -0.8%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.87% 134,489 $7.1M Reduce -1.4%
AMD Advanced Micro Devices 0.86% 12,015 $7.0M Reduce -1.0%
SCHW Schwab (charles) Corp. 0.85% 74,442 $6.9M Add +2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.84% 24,223 $6.8M Add +2.0%
BX Blackstone Inc. 0.83% 57,443 $6.8M Add +1.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.83% 27,715 $6.7M Reduce -0.3%
LLY Eli Lilly & Co. 0.83% 5,587 $6.7M Add +43.1%
DE Deere & Co. 0.77% 9,831 $6.2M Add +1.0%
AVDE Avantis International Equity 0.74% 67,572 $6.0M Add +4.5%
SBUX Starbucks Corp. 0.66% 52,559 $5.4M Reduce -3.6%
UL Unilever PLC-Sponsored ADR 0.62% 83,168 $5.0M Add +0.2%
HD Home Depot Inc. 0.60% 13,762 $4.9M Add +0.4%
VOO Vanguard S&P 500 ETF 0.56% 6,632 $4.6M Add +0.1%
FDX FedEx Corp. 0.54% 14,068 $4.4M Add +0.1%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.51% 2,067 $4.1M Add +1.7%
KO The Coca-Cola Co. 0.50% 50,166 $4.1M Add +2.7%
LMT Lockheed Martin Corp. 0.50% 7,977 $4.1M Add +5.9%
STE Steris PLC 0.49% 18,858 $4.0M Reduce -0.5%
EMR Emerson Electric Co. 0.49% 27,505 $3.9M Add +0.2%
CVX Chevron Corp. 0.47% 23,062 $3.8M Add +0.4%
UBER Uber Technologies Inc. 0.47% 52,878 $3.8M Add +16.6%
ABT Abbott Laboratories 0.45% 39,847 $3.6M Reduce -0.6%
IVV iShares Core S&P 500 ETF 0.43% 4,697 $3.5M Reduce -0.4%
BTU Peabody Energy Corp. 0.42% 147,700 $3.4M No change
PM Philip Morris International 0.41% 18,339 $3.3M Add +0.4%
VTI VG Morningstar TS MKT ETF-US 0.39% 8,603 $3.2M Add +0.2%
WM Waste Management Inc. 0.39% 14,207 $3.2M Add +51.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.37% 4,019 $3.0M Add +47.9%
LNG Cheniere Energy Inc. 0.36% 12,200 $2.9M Add +10.6%
MDLZ Mondelez International Inc. Class A 0.35% 49,576 $2.9M Reduce -0.3%
MCD McDonald's Corp. 0.35% 10,515 $2.8M Add +1.0%
AVUS Avantis U.S. Equity ETF 0.34% 21,651 $2.8M Reduce -0.8%
AVSC Avantis US Small Cap Equity 0.33% 36,086 $2.6M Reduce -0.1%
TFC Truist Financial Corp. 0.32% 52,423 $2.6M Reduce -0.8%
PEP Pepsico Inc. 0.32% 19,097 $2.6M Reduce -3.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.32% 29,333 $2.6M Add +0.0%
DFUS Dimensional US Eq MKT ETF 0.32% 31,260 $2.6M Add +0.0%
GLW Corning Inc. 0.31% 9,798 $2.5M Add +1.0%
IWM iShares Russell 2000 ETF 0.30% 8,114 $2.4M Reduce -0.0%
DGX Quest Diagnostics Inc. 0.30% 11,415 $2.4M Reduce -7.6%
SO The Southern Co. 0.30% 25,262 $2.4M Add +0.2%
MO Altria Group Inc. 0.29% 32,665 $2.4M Add +1.0%
GOOG Alphabet Inc. Class C 0.27% 6,306 $2.2M Add +8.3%
SYY Sysco Corp. 0.27% 26,598 $2.2M Add +12.1%
INTC Intel Corp. 0.26% 15,228 $2.1M Reduce -23.2%
COST Costco Wholesale Corp. 0.26% 2,237 $2.1M Add +6.7%
MRK Merck & Co. Inc. 0.25% 16,019 $2.1M Add +1.0%
DFUV Dimensional US Marketwide Va 0.25% 36,831 $2.0M Add +0.0%
NKE Nike Inc. Class B 0.23% 46,052 $1.9M Reduce -11.3%
SR Spire Inc. 0.22% 22,834 $1.8M Add +0.0%
VEA Vanguard Ftse Developed ETF 0.21% 23,551 $1.7M Reduce -0.5%
ADP Automatic Data Processing 0.20% 7,410 $1.7M Reduce -2.9%
IJH iShares Core S&P Midcap ETF 0.20% 21,227 $1.6M No change
BDX Becton Dickinson and Co. 0.19% 10,376 $1.6M Reduce -5.5%
BP BP PLC-Spons ADR 0.19% 41,859 $1.5M Reduce -8.3%
AVGO Broadcom Inc. 0.19% 4,085 $1.5M Add +3.0%
META Meta Platforms Inc. Class A 0.19% 2,674 $1.5M Add +13.3%
VZ Verizon Communications Inc. 0.18% 35,456 $1.5M Reduce -0.9%
CDNS Cadence Design SYS Inc. 0.18% 3,985 $1.5M Add +7.2%
BAC Bank of America Corp. 0.16% 22,255 $1.3M Add +5.8%
TSLA Tesla Inc. 0.15% 2,956 $1.2M Add +11.7%
IWF iShares Russell 1000 Growth 0.15% 10,012 $1.2M No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.15% 17,513 $1.2M Add +0.0%
DFAT Dimensional US Target Value 0.15% 16,876 $1.2M No change
LRCX Lam Research Corp. 0.14% 2,714 $1.2M Reduce -1.6%
DUK Duke Energy Corp. 0.14% 9,238 $1.2M Reduce -2.1%
FDXF FedEx Freight Holding Co. 0.13% 7,011 $1.1M Reduce -0.2%
MPC Marathon Petroleum Corp. 0.13% 4,062 $1.0M Reduce -8.3%
UMBF Umb Financial Corp. 0.13% 7,220 $1.0M Reduce -2.5%
NFLX Netflix Inc. 0.12% 13,611 $972K Add +17.8%

Show all 204 holdings

Portfolio Sells Q1 2026 → Q2 2026

BND Vanguard Total Bond Market Sold out 0.00% −4.02
BINC iShares Flex I A ETF-Usd Inc. Sold out 0.00% −2.47
AOM iShares Core 40/60 Moderate Sold out 0.00% −1.54
XOM Exxon Mobil Corp. Sold out 0.00% −1.33
ARCC Ares Capital Corp. Sold out 0.00% −0.59
BSV Vanguard Short-Term Bond ETF Sold out 0.00% −0.42
JCPI JP Morgan Inflation MGD Bond Sold out 0.00% −0.14
BXSL Blackstone Secured Lending F Sold out 0.00% −0.12
NKE Nike Inc. Class B Reduce -11.3% 0.23% −0.11
SCHO Schwab Short-Term US Treas Sold out 0.00% −0.11
FLXR TCW Flexible Income ETF Sold out 0.00% −0.10
BP BP PLC-Spons ADR Reduce -8.3% 0.19% −0.08
ABT Abbott Laboratories Reduce -0.6% 0.45% −0.07
PEP Pepsico Inc. Reduce -3.6% 0.32% −0.07
PHYS Sprott Physical Gold Trust Reduce -21.3% 0.11% −0.06
GBDC Golub Capital BDC Inc. Sold out 0.00% −0.04
VZ Verizon Communications Inc. Reduce -0.9% 0.18% −0.04
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.04
TSLX Sixth Street Specialty Lendi Sold out 0.00% −0.04
STE Steris PLC Reduce -0.5% 0.49% −0.04
DOW Dow Inc. Sold out 0.00% −0.04
VGIT Vanguard Intermediate-Term T Sold out 0.00% −0.03
GSK GSK PLC-Spon ADR Sold out 0.00% −0.03
BNS Bank of Nova Scotia Sold out 0.00% −0.03
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.03
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.03
SLV iShares Silver Trust Sold out 0.00% −0.03
BTI British American Tob-SP ADR Sold out 0.00% −0.03
SMB Vaneck Short Muni ETF Sold out 0.00% −0.03
ORCL Oracle Corp. Sold out 0.00% −0.03
GLDM SPDR Gold Minishares Trust Sold out 0.00% −0.03
MMM 3M Co. Reduce -39.2% 0.05% −0.02
BDX Becton Dickinson and Co. Reduce -5.5% 0.19% −0.02
OBDC Blue Owl Capital Corp. Sold out 0.00% −0.02
XNQPX Nuveen Pa QLTY Muni Inc. Sold out 0.00% −0.02
PFE Pfizer Inc. Reduce -4.6% 0.08% −0.02
GSBD Goldman Sachs BDC Inc. Sold out 0.00% −0.01
YUM Yum! Brands Inc. Reduce -25.5% 0.04% −0.01
DEO Diageo PLC-Sponsored ADR Reduce -24.2% 0.05% −0.01
DUK Duke Energy Corp. Reduce -2.1% 0.14% −0.01
NEE Nextera Energy Inc. Reduce -0.8% 0.10% −0.01
MPC Marathon Petroleum Corp. Reduce -8.3% 0.13% −0.01
DIS The Walt Disney Co. Reduce -4.4% 0.11% −0.01
MDLZ Mondelez International Inc. Class A Reduce -0.3% 0.35% −0.01
DGX Quest Diagnostics Inc. Reduce -7.6% 0.30% −0.01
LIN Linde PLC Reduce -16.1% 0.03% −0.00
LOW Lowe's Cos Inc. Reduce -0.9% 0.03% −0.00
WY Weyerhaeuser Co. Reduce -4.0% 0.03% −0.00
FDXF FedEx Freight Holding Co. Reduce -0.2% 0.13% −0.00
VHT Vanguard Health Care ETF Reduce -8.2% 0.02% −0.00

Portfolio Buys Q1 2026 → Q2 2026

CAT Caterpillar Inc. Add +4.5% 3.11% +1.10
SCHX Schwab US Large-Cap ETF Add +3.0% 6.40% +0.90
FNDX Schwab Fndmntl US LRG Co. ETF Add +3.5% 6.33% +0.76
SCHF Schwab Intl Equity ETF Add +3.8% 5.25% +0.66
NVDA Nvidia Corp. Add +0.2% 3.98% +0.46
LLY Eli Lilly & Co. Add +43.1% 0.83% +0.38
AVEM Avantis Emerging Markets Eq Add +2.9% 2.15% +0.38
SCHM Schwab US Mid Cap ETF Add +4.2% 1.71% +0.31
SCHA Schwab US Small-Cap ETF Add +4.7% 1.29% +0.28
VUG Vanguard Mrngstar GR ETF-Sui Add +9.1% 1.29% +0.27
AVUV Avantis US Small Cap Value Add +3.0% 1.98% +0.25
ABBV Abbvie Inc. Add +0.2% 1.46% +0.18
ASML ASML Holding NV-NY Reg SHS Add +1.7% 0.51% +0.17
AVLV Avantis US Large Cap Value Add +4.0% 1.23% +0.17
JPM JPMorgan Chase & Co. Add +0.4% 1.79% +0.16
AMZN Amazon.com Inc. Add +2.5% 1.15% +0.15
SPY SS SPDR S&P 500 ETF Trust-US Add +47.9% 0.37% +0.15
GLW Corning Inc. Add +1.0% 0.31% +0.14
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 2.58% +0.14
WM Waste Management Inc. Add +51.1% 0.39% +0.12
IBM Intl Business Machines Corp. Add +2.0% 0.84% +0.12
AVDV Avantis Intl S/C Value ETF Add +6.9% 1.33% +0.10
V Visa Inc. Class A Add +0.5% 0.95% +0.10
MU Micron Technology Inc. New 0.10% +0.10
DE Deere & Co. Add +1.0% 0.77% +0.08
MSFT Microsoft Corp. Add +4.3% 2.00% +0.07
GOOG Alphabet Inc. Class C Add +8.3% 0.27% +0.07
VOO Vanguard S&P 500 ETF Add +0.1% 0.56% +0.07
AMAT Applied Materials Inc. New 0.06% +0.06
SYY Sysco Corp. Add +12.1% 0.27% +0.06
UBER Uber Technologies Inc. Add +16.6% 0.47% +0.06
AVDE Avantis International Equity Add +4.5% 0.74% +0.06
CDNS Cadence Design SYS Inc. Add +7.2% 0.18% +0.05
KLAC KLA Corp. New 0.05% +0.05
VTI VG Morningstar TS MKT ETF-US Add +0.2% 0.39% +0.05
PANW Palo Alto Networks Inc. New 0.04% +0.04
UNH Unitedhealth Group Inc. Add +0.1% 0.11% +0.04
DFUS Dimensional US Eq MKT ETF Add +0.0% 0.32% +0.04
TSM Taiwan Semiconductor-SP ADR New 0.04% +0.04
KO The Coca-Cola Co. Add +2.7% 0.50% +0.04
AVGO Broadcom Inc. Add +3.0% 0.19% +0.04
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.0% 0.32% +0.04
CASY Casey's General Stores Inc. New 0.04% +0.04
EMR Emerson Electric Co. Add +0.2% 0.49% +0.03
TXN Texas Instruments Inc. New 0.03% +0.03
HD Home Depot Inc. Add +0.4% 0.60% +0.03
CSCO Cisco Systems Inc. Add +8.8% 0.09% +0.03
CVS CVS Health Corp. New 0.03% +0.03
QQQ Invesco QQQ Trust Series 1 Add +9.6% 0.11% +0.03
PM Philip Morris International Add +0.4% 0.41% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 204$811.6MSCHX, FNDX, AAPL, SCHF, GOOGL
Q1 2026 213$798.4MFNDX, SCHX, AAPL, SCHF, BND
Q4 2025 187$725.5MSCHX, FNDX, AAPL, SCHF, GOOGL
Q3 2025 187$750.0MSCHX, FNDX, AAPL, SCHF, NVDA
Q2 2025 191$695.6MSCHX, FNDX, AAPL, SCHF, NVDA
Q1 2025 177$600.0MAAPL, FNDX, SCHX, SCHF, BRK.B
Q4 2024 175$591.8MAAPL, FNDX, SCHX, NVDA, SCHF
Q3 2024 180$632.2MAAPL, FNDX, SCHX, SCHF, NVDA
Q2 2024 163$554.7MAAPL, FNDX, SCHX, SCHF, NVDA
Q1 2024 158$541.9MFNDX, AAPL, SCHX, SCHF, NVDA