Kavar Capital Partners Group, LLC

Name: KAVAR CAPITAL PARTNERS GROUP, LLC 13F holdings, Q1 2024
Creator: KAVAR CAPITAL PARTNERS GROUP, LLC
Published: 2024-05-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

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

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%
SLQT Selectquote Inc.	0.12%	315,636	$631K	Reduce -50.0%
IWB iShares Russell 1000 ETF	0.12%	2,187	$630K	Reduce -0.7%
UNH Unitedhealth Group Inc.	0.11%	1,249	$618K	Reduce -28.0%
NFLX Netflix Inc.	0.11%	978	$594K	Reduce -37.1%
DFAS Dimensional US Small Cap ETF	0.11%	9,221	$575K	Reduce -49.9%
VTV Vanguard Mrngstr Val ETF-Aui	0.10%	3,485	$568K	Reduce -48.7%
BMEZ BlackRock HLTH Sci TRM TR II	0.10%	33,500	$549K	Reduce -50.9%
SHEL Shell PLC-ADR	0.10%	7,970	$534K	Add +19.4%
TSLA Tesla Inc.	0.10%	2,950	$519K	Reduce -38.4%
HON Honeywell International Inc.	0.09%	2,265	$465K	Add +9.7%
SPDW Ste STR SPDR PT DW Eu ETF	0.08%	11,890	$426K	Reduce -50.0%
YUM Yum! Brands Inc.	0.08%	3,070	$426K	Reduce -43.9%
MCK McKesson Corp.	0.08%	779	$418K	New
MMM 3M Co.	0.08%	3,888	$412K	Add +3.0%
AEP American Electric Power	0.08%	4,784	$412K	Reduce -50.0%
VB Vanguard Most SM-Cap ETF-Usd	0.08%	1,800	$411K	Reduce -49.3%
EFA iShares MSCI Eafe ETF	0.08%	5,152	$411K	Reduce -50.0%
QQQ Invesco QQQ Trust Series 1	0.08%	924	$410K	Reduce -50.0%
INTC Intel Corp.	0.08%	9,253	$409K	Add +52.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.07%	10,675	$405K	Reduce -48.6%
KKR KKR & Co. Inc.	0.07%	4,022	$405K	Reduce -50.0%
IDEV iShares Core MSCI Dev MKTS	0.07%	5,731	$385K	Reduce -50.0%
CSCO Cisco Systems Inc.	0.07%	7,405	$370K	Reduce -34.6%
SPSM SS SPDR P S&P 600 Small Cap	0.07%	8,488	$365K	Reduce -50.0%
CRM Salesforce Inc.	0.07%	1,178	$355K	Reduce -50.0%
CBZ Cbiz Inc.	0.06%	4,285	$336K	New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL	0.06%	4,150	$333K	Reduce -50.0%
IWR iShares Russell Mid-Cap ETF	0.06%	3,686	$310K	Reduce -51.2%
AMD Advanced Micro Devices	0.06%	1,716	$310K	No change
TGT Target Corp.	0.06%	1,736	$308K	Reduce -51.7%
SCZ iShares MSCI Eafe Small-Cap	0.06%	4,779	$303K	Reduce -52.0%
BIBL Inspire 100 ETF	0.06%	7,700	$300K	Reduce -50.0%
AMGN Amgen Inc.	0.06%	1,050	$299K	New
GLD SPDR Gold Shares	0.05%	1,445	$297K	New
GDRX Goodrx Holdings Inc. Class A	0.05%	41,145	$292K	No change
BMY Bristol-Myers Squibb Co.	0.05%	5,253	$285K	New
UNP Union Pacific Corp.	0.05%	1,141	$281K	Reduce -50.0%
CL Colgate-Palmolive Co.	0.05%	3,017	$272K	Reduce -50.0%
IVW iShares S&P 500 Growth ETF	0.05%	3,192	$270K	Reduce -50.0%
BCE Bce Inc.	0.05%	7,918	$269K	Reduce -56.3%
ET Energy Transfer LP	0.05%	16,900	$266K	Reduce -50.0%
BAX Baxter International Inc.	0.05%	6,098	$261K	Reduce -44.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.05%	981	$245K	No change
LOW Lowe's Cos Inc.	0.05%	962	$245K	Reduce -50.0%
CB Chubb Ltd.	0.04%	941	$244K	Reduce -50.0%
MA Mastercard Inc. Class A	0.04%	505	$243K	Reduce -50.0%
GE General Electric	0.04%	1,353	$237K	New
USB US Bancorp	0.04%	5,305	$237K	Reduce -51.8%
LIN Linde PLC	0.04%	500	$232K	Reduce -50.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.04%	575	$229K	Reduce -50.0%
BKNG Booking Holdings Inc.	0.04%	63	$229K	Reduce -50.0%
SCHG Schwab US Large-Cap Growth	0.04%	2,429	$225K	New
RTX RTX Corp.	0.04%	2,208	$215K	New
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX	0.04%	4,075	$211K	Reduce -51.8%
SPEM State Street SP PTF Em ETF	0.04%	5,830	$211K	Reduce -78.7%
CVS CVS Health Corp.	0.04%	2,598	$207K	New
WM Waste Management Inc.	0.04%	950	$202K	New
QVCG QVC Group Inc. filed as QURATE RETAIL INC	0.00%	15,000	$18K	New

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

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	204	$811.6M	SCHX, FNDX, AAPL, SCHF, GOOGL
Q1 2026	213	$798.4M	FNDX, SCHX, AAPL, SCHF, BND
Q4 2025	187	$725.5M	SCHX, FNDX, AAPL, SCHF, GOOGL
Q3 2025	187	$750.0M	SCHX, FNDX, AAPL, SCHF, NVDA
Q2 2025	191	$695.6M	SCHX, FNDX, AAPL, SCHF, NVDA
Q1 2025	177	$600.0M	AAPL, FNDX, SCHX, SCHF, BRK.B
Q4 2024	175	$591.8M	AAPL, FNDX, SCHX, NVDA, SCHF
Q3 2024	180	$632.2M	AAPL, FNDX, SCHX, SCHF, NVDA
Q2 2024	163	$554.7M	AAPL, FNDX, SCHX, SCHF, NVDA
Q1 2024	158	$541.9M	FNDX, AAPL, SCHX, SCHF, NVDA