Kavar Capital Partners Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Kavar Capital Partners Group, LLC reported 158 stock positions worth $541.9 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 5.2% of the portfolio, followed by Apple (AAPL, 5.1%) and Schwab US Large-Cap ETF (SCHX, 4.8%). Compared with Q4 2023, it opened 12 new positions, sold out of 8, added to 18 and reduced 123. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +19%) and the biggest sale Apple (AAPL, shares −48%).

Most Recent 13F
Q2 2026
Location
LEAWOOD, KS
CIK
0001841766
Portfolio Value
$541.9M (Q1 2024)
SEC Filing
0001725547-24-002141 ↗ filed May 14, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $541.9M $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 Q2 2026

Holdings 158 stocks · $541.9M
FNDX Schwab Fndmntl US LRG Co. ETF 5.18% 416,747 $28.1M Reduce -46.9%
AAPL Apple Inc. 5.10% 161,104 $27.6M Reduce -47.8%
SCHX Schwab US Large-Cap ETF 4.75% 415,096 $25.8M Reduce -48.4%
SCHF Schwab Intl Equity ETF 4.03% 559,884 $21.8M Reduce -49.1%
NVDA Nvidia Corp. 3.52% 21,099 $19.1M Reduce -4.0%
TMO Thermo Fisher Scientific Inc. 3.19% 29,757 $17.3M Reduce -50.3%
MSFT Microsoft Corp. 3.14% 40,447 $17.0M Add +6.2%
BRK.B Berkshire Hathaway Inc. Class B 3.01% 40,107 $16.3M Add +19.3%
GOOGL Alphabet Inc. Class A 2.90% 103,943 $15.7M Reduce -50.2%
DHR Danaher Corp. 2.19% 47,545 $11.9M Reduce -50.0%
PG The Procter & Gamble Co. 1.99% 66,473 $10.8M Reduce -47.2%
RSP Invesco S&P 500 Equal Weight 1.91% 61,134 $10.4M Reduce -53.6%
AVUV Avantis US Small Cap Value 1.88% 108,616 $10.2M Reduce -47.1%
ABBV Abbvie Inc. 1.59% 47,329 $8.6M Reduce -49.6%
CAT Caterpillar Inc. 1.59% 23,472 $8.6M Reduce -49.4%
JPM JPMorgan Chase & Co. 1.56% 42,300 $8.5M Reduce -49.3%
JNJ Johnson & Johnson 1.54% 52,772 $8.3M Reduce -44.0%
BDX Becton Dickinson and Co. 1.48% 32,442 $8.0M Reduce -51.4%
AVEM Avantis Emerging Markets Eq 1.47% 137,863 $8.0M Reduce -48.1%
VIG Vanguard Dividend Apprec ETF 1.38% 40,899 $7.5M Reduce -51.9%
ORLY O'reilly Automotive Inc. 1.31% 6,294 $7.1M Reduce -50.9%
SCHM Schwab US Mid Cap ETF 1.19% 79,473 $6.5M Reduce -47.2%
FNDF Schwab Fndmn Intl LRG Co. ETF 1.10% 168,017 $6.0M Reduce -51.6%
DEO Diageo PLC-Sponsored ADR 1.10% 40,043 $6.0M Reduce -47.0%
BX Blackstone Inc. 1.08% 44,739 $5.9M Reduce -49.5%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.08% 30,575 $5.9M Reduce -50.4%
V Visa Inc. Class A 1.04% 20,216 $5.6M Reduce -49.9%
UL Unilever PLC 1.01% 108,791 $5.5M Add +0.9%
SCHA Schwab US Small-Cap ETF 0.99% 109,105 $5.4M Reduce -49.6%
AMZN Amazon.com Inc. 0.99% 29,734 $5.4M Reduce -35.4%
SBUX Starbucks Corp. 0.99% 58,551 $5.4M Reduce -0.7%
STE Steris PLC 0.98% 23,544 $5.3M Reduce -50.8%
ABT Abbott Laboratories 0.95% 45,390 $5.2M Reduce -50.6%
SCHW Schwab (charles) Corp. 0.94% 70,563 $5.1M Add +11.4%
HD Home Depot Inc. 0.94% 13,244 $5.1M Add +5.5%
NKE Nike Inc. Class B 0.90% 52,040 $4.9M Reduce -45.9%
WMT Walmart Inc. 0.88% 79,427 $4.8M Reduce -52.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.86% 24,533 $4.7M Reduce -48.4%
STZ Constellation Brands Inc. Class A 0.86% 17,062 $4.6M Reduce -52.1%
PXD Pioneer Natural Resources Co. 0.83% 17,070 $4.5M Reduce -49.0%
FDX FedEx Corp. 0.79% 14,822 $4.3M Reduce -50.0%
PEP Pepsico Inc. 0.79% 24,442 $4.3M Reduce -45.5%
NVO Novo-Nordisk A/S-Spons ADR 0.76% 32,264 $4.1M Reduce -50.2%
MDLZ Mondelez International Inc. Class A 0.76% 58,874 $4.1M Reduce -49.4%
GS Goldman Sachs Group Inc. 0.71% 9,197 $3.8M Reduce -53.5%
DE Deere & Co. 0.71% 9,315 $3.8M Reduce -34.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.70% 31,164 $3.8M Add +18.4%
BTU Peabody Energy Corp. 0.67% 150,200 $3.6M Reduce -50.0%
EMR Emerson Electric Co. 0.63% 30,290 $3.4M Reduce -51.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.60% 9,463 $3.3M Reduce -49.9%
KO The Coca-Cola Co. 0.57% 50,739 $3.1M Reduce -27.9%
MCD McDonald's Corp. 0.56% 10,854 $3.1M Reduce -44.2%
CVX Chevron Corp. 0.54% 18,618 $2.9M Reduce -18.7%
LNG Cheniere Energy Inc. 0.54% 18,145 $2.9M Reduce -18.9%
EEFT Euronet Worldwide Inc. 0.54% 26,477 $2.9M Reduce -53.1%
LMT Lockheed Martin Corp. 0.53% 6,255 $2.8M Add +8.1%
DOW Dow Inc. 0.52% 48,232 $2.8M Add +0.1%
TFC Truist Financial Corp. 0.49% 68,698 $2.7M Reduce -48.6%
XOM Exxon Mobil Corp. 0.48% 22,309 $2.6M Reduce -36.9%
VZ Verizon Communications Inc. 0.47% 60,313 $2.5M Reduce -51.8%
BP BP PLC-Spons ADR 0.44% 63,647 $2.4M Reduce -50.7%
IVV iShares Core S&P 500 ETF 0.44% 4,534 $2.4M No change
MRK Merck & Co. Inc. 0.42% 17,339 $2.3M Reduce -35.5%
LLY Eli Lilly & Co. 0.40% 2,818 $2.2M Add +213.8%
SYY Sysco Corp. 0.40% 26,643 $2.2M Reduce -52.6%
ARE Alexandria Real Estate Equit 0.39% 16,509 $2.1M Reduce -54.0%
ADP Automatic Data Processing 0.38% 8,351 $2.1M Reduce -51.5%
SO The Southern Co. 0.36% 27,193 $2.0M Reduce -51.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.36% 31,560 $1.9M Reduce -52.5%
DGX Quest Diagnostics Inc. 0.34% 14,043 $1.9M Reduce -51.5%
VTI VG Morningstar TS MKT ETF-US 0.34% 7,183 $1.9M Reduce -49.7%
IWM iShares Russell 2000 ETF 0.33% 8,543 $1.8M Reduce -50.7%
DFUS Dimensional US Eq MKT ETF 0.33% 31,063 $1.8M Reduce -49.9%
CFB Crossfirst Bankshares Inc. 0.31% 123,240 $1.7M No change
PM Philip Morris International 0.31% 18,337 $1.7M Reduce -44.1%
SR Spire Inc. 0.31% 27,310 $1.7M Add +78.3%
DFUV Dimensional US Marketwide Va 0.28% 36,447 $1.5M Reduce -49.8%
GSK GSK PLC-Spon ADR 0.27% 33,594 $1.4M Reduce -15.8%
MO Altria Group Inc. 0.26% 32,637 $1.4M Reduce -47.2%
VOO Vanguard S&P 500 ETF 0.25% 2,800 $1.3M Reduce -44.0%
IJH iShares Core S&P Midcap ETF 0.25% 21,890 $1.3M Reduce -50.0%
EW Edwards Lifesciences Corp. 0.24% 13,384 $1.3M Reduce -52.5%
GFF Griffon Corp. 0.23% 17,284 $1.3M Reduce -50.0%
COST Costco Wholesale Corp. 0.22% 1,660 $1.2M Add +45.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 2,233 $1.2M Reduce -51.4%
VEA Vanguard Ftse Developed ETF 0.21% 23,091 $1.2M Add +2.5%
META Meta Platforms Inc. Class A 0.21% 2,371 $1.2M Reduce -50.0%
AVDV Avantis Intl S/C Value ETF 0.20% 16,851 $1.1M Add +7.3%
PFE Pfizer Inc. 0.19% 36,520 $1.0M Reduce -23.3%
MPC Marathon Petroleum Corp. 0.17% 4,703 $948K Reduce -42.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.17% 17,652 $942K Reduce -49.4%
DFAT Dimensional US Target Value 0.17% 16,808 $915K Reduce -50.0%
GOOG Alphabet Inc. Class C 0.17% 5,946 $905K Reduce -20.0%
NEE Nextera Energy Inc. 0.14% 12,154 $777K Reduce -49.9%
IWF iShares Russell 1000 Growth 0.14% 2,219 $748K Reduce -50.0%
UMBF Umb Financial Corp. 0.12% 7,605 $662K Add +4.2%
AXP American Express Co. 0.12% 2,867 $653K New
COP Conocophillips 0.12% 5,084 $647K Reduce -51.9%
DUK Duke Energy Corp. 0.12% 6,662 $644K Reduce -50.0%
BRK.A Berkshire Hathaway Inc. Class A 0.12% 1 $634K Reduce -50.0%

Show all 158 holdings

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -47.8% 5.10% −1.54
AOM iShares Core 40/60 Moderate Sold out 0.00% −1.27
SCHF Schwab Intl Equity ETF Reduce -49.1% 4.03% −0.51
ARCC Ares Capital Corp. Sold out 0.00% −0.43
RSP Invesco S&P 500 Equal Weight Reduce -53.6% 1.91% −0.41
TMO Thermo Fisher Scientific Inc. Reduce -50.3% 3.19% −0.36
GOOGL Alphabet Inc. Class A Reduce -50.2% 2.90% −0.36
BDX Becton Dickinson and Co. Reduce -51.4% 1.48% −0.34
SCHX Schwab US Large-Cap ETF Reduce -48.4% 4.75% −0.32
DHR Danaher Corp. Reduce -50.0% 2.19% −0.27
NKE Nike Inc. Class B Reduce -45.9% 0.90% −0.26
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -46.9% 5.18% −0.25
VIG Vanguard Dividend Apprec ETF Reduce -51.9% 1.38% −0.24
BX Blackstone Inc. Reduce -49.5% 1.08% −0.21
FNDF Schwab Fndmn Intl LRG Co. ETF Reduce -51.6% 1.10% −0.20
AVEM Avantis Emerging Markets Eq Reduce -48.1% 1.47% −0.20
STE Steris PLC Reduce -50.8% 0.98% −0.20
MDLZ Mondelez International Inc. Class A Reduce -49.4% 0.76% −0.18
AVUV Avantis US Small Cap Value Reduce -47.1% 1.88% −0.18
ABT Abbott Laboratories Reduce -50.6% 0.95% −0.18
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -50.4% 1.08% −0.16
SCHA Schwab US Small-Cap ETF Reduce -49.6% 0.99% −0.15
GS Goldman Sachs Group Inc. Reduce -53.5% 0.71% −0.14
BTU Peabody Energy Corp. Reduce -50.0% 0.67% −0.14
VLTO Veralto Corp. Sold out 0.00% −0.14
V Visa Inc. Class A Reduce -49.9% 1.04% −0.13
DEO Diageo PLC-Sponsored ADR Reduce -47.0% 1.10% −0.13
ARE Alexandria Real Estate Equit Reduce -54.0% 0.39% −0.12
JNJ Johnson & Johnson Reduce -44.0% 1.54% −0.11
STZ Constellation Brands Inc. Class A Reduce -52.1% 0.86% −0.11
EEFT Euronet Worldwide Inc. Reduce -53.1% 0.54% −0.10
DGX Quest Diagnostics Inc. Reduce -51.5% 0.34% −0.10
WMT Walmart Inc. Reduce -52.4% 0.88% −0.10
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.08
SO The Southern Co. Reduce -51.6% 0.36% −0.08
MCD McDonald's Corp. Reduce -44.2% 0.56% −0.08
SCHM Schwab US Mid Cap ETF Reduce -47.2% 1.19% −0.07
PG The Procter & Gamble Co. Reduce -47.2% 1.99% −0.07
SPEM State Street SP PTF Em ETF Reduce -78.7% 0.04% −0.07
BP BP PLC-Spons ADR Reduce -50.7% 0.44% −0.07
ADP Automatic Data Processing Reduce -51.5% 0.38% −0.06
PEP Pepsico Inc. Reduce -45.5% 0.79% −0.06
SYY Sysco Corp. Reduce -52.6% 0.40% −0.06
VZ Verizon Communications Inc. Reduce -51.8% 0.47% −0.06
TFC Truist Financial Corp. Reduce -48.6% 0.49% −0.06
IWM iShares Russell 2000 ETF Reduce -50.7% 0.33% −0.06
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -52.5% 0.36% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Reduce -49.9% 0.60% −0.06
ORLY O'reilly Automotive Inc. Reduce -50.9% 1.31% −0.05
FDX FedEx Corp. Reduce -50.0% 0.79% −0.05

Portfolio Buys Q4 2023 → Q1 2024
BRK.B Berkshire Hathaway Inc. Class B Add +19.3% 3.01% +1.70
MSFT Microsoft Corp. Add +6.2% 3.14% +1.54
SCHW Schwab (charles) Corp. Add +11.4% 0.94% +0.46
HD Home Depot Inc. Add +5.5% 0.94% +0.45
DIS The Walt Disney Co. Add +18.4% 0.70% +0.44
UL Unilever PLC Add +0.9% 1.01% +0.42
LLY Eli Lilly & Co. Add +213.8% 0.40% +0.35
LMT Lockheed Martin Corp. Add +8.1% 0.53% +0.23
DOW Dow Inc. Add +0.1% 0.52% +0.22
SR Spire Inc. Add +78.3% 0.31% +0.20
COST Costco Wholesale Corp. Add +45.7% 0.22% +0.14
AXP American Express Co. New 0.12% +0.12
AVDV Avantis Intl S/C Value ETF Add +7.3% 0.20% +0.10
VEA Vanguard Ftse Developed ETF Add +2.5% 0.21% +0.09
MCK McKesson Corp. New 0.08% +0.08
CBZ Cbiz Inc. New 0.06% +0.06
AMGN Amgen Inc. New 0.06% +0.06
GLD SPDR Gold Shares New 0.05% +0.05
UMBF Umb Financial Corp. Add +4.2% 0.12% +0.05
BMY Bristol-Myers Squibb Co. New 0.05% +0.05
SHEL Shell PLC-ADR Add +19.4% 0.10% +0.05
GE General Electric New 0.04% +0.04
SCHG Schwab US Large-Cap Growth New 0.04% +0.04
INTC Intel Corp. Add +52.9% 0.08% +0.04
RTX RTX Corp. New 0.04% +0.04
CVS CVS Health Corp. New 0.04% +0.04
HON Honeywell International Inc. Add +9.7% 0.09% +0.04
WM Waste Management Inc. New 0.04% +0.04
MMM 3M Co. Add +3.0% 0.08% +0.03
QVCG QVC Group Inc. New 0.00% +0.00

Options Activity Q4 2023 → Q1 2024
SLQT Selectquote Inc. call Sold out 220 $2before exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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