Kavar Capital Partners Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Kavar Capital Partners Group, LLC reported 163 stock positions worth $554.7 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.2%) and Schwab US Large-Cap ETF (SCHX, 4.9%). Compared with Q1 2024, it opened 12 new positions, sold out of 7, added to 54 and reduced 54. The biggest buy was a new position in Ares Capital (ARCC) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001841766
- Portfolio Value
- $554.7M (Q2 2024)
- SEC Filing
- 0001725547-24-003395 ↗ filed Jul 19, 2024
Holdings Value
Holdings 163 stocks · $554.7M
| AAPL Apple Inc. | 6.08% | 160,243 | $33.8M | Reduce -0.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 5.22% | 432,075 | $28.9M | Add +3.7% |
| SCHX Schwab US Large-Cap ETF | 4.95% | 427,071 | $27.4M | Add +2.9% |
| SCHF Schwab Intl Equity ETF | 3.91% | 564,965 | $21.7M | Add +0.9% |
| NVDA Nvidia Corp. | 3.80% | 170,603 | $21.1M | Reduce -19.1% |
| GOOGL Alphabet Inc. Class A | 3.40% | 103,514 | $18.9M | Reduce -0.4% |
| MSFT Microsoft Corp. | 3.30% | 40,945 | $18.3M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 2.93% | 29,379 | $16.2M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.87% | 40,286 | $15.9M | Add +0.5% |
| DHR Danaher Corp. | 2.14% | 47,469 | $11.9M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.98% | 66,679 | $11.0M | Add +0.3% |
| AVUV Avantis US Small Cap Value | 1.76% | 108,631 | $9.7M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.73% | 58,284 | $9.6M | Reduce -4.7% |
| AVEM Avantis Emerging Markets Eq | 1.54% | 140,100 | $8.6M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 1.54% | 42,210 | $8.5M | Reduce -0.2% |
| ABBV Abbvie Inc. | 1.48% | 47,928 | $8.2M | Add +1.3% |
| ORLY O'reilly Automotive Inc. | 1.47% | 7,703 | $8.1M | Add +22.4% |
| CAT Caterpillar Inc. | 1.38% | 22,907 | $7.6M | Reduce -2.4% |
| JNJ Johnson & Johnson | 1.36% | 51,665 | $7.6M | Reduce -2.1% |
| BDX Becton Dickinson and Co. | 1.35% | 32,038 | $7.5M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 1.33% | 40,450 | $7.4M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.28% | 61,601 | $7.1M | Add +176.1% |
| SCHM Schwab US Mid Cap ETF | 1.14% | 81,265 | $6.3M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.05% | 30,279 | $5.9M | Add +1.8% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 1.05% | 165,738 | $5.8M | Reduce -1.4% |
| BX Blackstone Inc. | 1.01% | 45,194 | $5.6M | Add +1.0% |
| UL Unilever PLC | 1.01% | 101,686 | $5.6M | Reduce -6.5% |
| V Visa Inc. Class A | 1.01% | 21,294 | $5.6M | Add +5.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.99% | 30,143 | $5.5M | Reduce -1.4% |
| WMT Walmart Inc. | 0.99% | 81,246 | $5.5M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.95% | 71,353 | $5.3M | Add +1.1% |
| SCHA Schwab US Small-Cap ETF | 0.94% | 109,448 | $5.2M | Add +0.3% |
| STE Steris PLC | 0.91% | 23,017 | $5.1M | Reduce -2.2% |
| DEO Diageo PLC-Sponsored ADR | 0.86% | 38,033 | $4.8M | Reduce -5.0% |
| HD Home Depot Inc. | 0.84% | 13,587 | $4.7M | Add +2.6% |
| ARCC Ares Capital Corp. | 0.84% | 224,133 | $4.7M | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.83% | 32,173 | $4.6M | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.81% | 57,362 | $4.5M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.81% | 42,971 | $4.5M | Reduce -5.3% |
| FDX FedEx Corp. | 0.80% | 14,822 | $4.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 24,638 | $4.3M | Add +0.4% |
| STZ Constellation Brands Inc. Class A | 0.76% | 16,417 | $4.2M | Reduce -3.8% |
| NKE Nike Inc. Class B | 0.75% | 54,877 | $4.1M | Add +5.5% |
| GS Goldman Sachs Group Inc. | 0.74% | 9,062 | $4.1M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.73% | 24,456 | $4.0M | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.69% | 58,775 | $3.8M | Reduce -0.2% |
| DE Deere & Co. | 0.63% | 9,405 | $3.5M | Add +1.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.63% | 9,343 | $3.5M | Reduce -1.3% |
| BTU Peabody Energy Corp. | 0.60% | 150,200 | $3.3M | No change |
| EMR Emerson Electric Co. | 0.59% | 29,630 | $3.3M | Reduce -2.2% |
| LNG Cheniere Energy Inc. | 0.58% | 18,415 | $3.2M | Add +1.5% |
| KO The Coca-Cola Co. | 0.57% | 49,909 | $3.2M | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.57% | 6,735 | $3.1M | Add +7.7% |
| CVX Chevron Corp. | 0.55% | 19,662 | $3.1M | Add +5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 29,626 | $2.9M | Reduce -4.9% |
| TFC Truist Financial Corp. | 0.50% | 70,885 | $2.8M | Add +3.2% |
| MCD McDonald's Corp. | 0.50% | 10,777 | $2.7M | Reduce -0.7% |
| EEFT Euronet Worldwide Inc. | 0.49% | 26,147 | $2.7M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.48% | 4,830 | $2.6M | Add +6.5% |
| LLY Eli Lilly & Co. | 0.46% | 2,843 | $2.6M | Add +0.9% |
| DOW Dow Inc. | 0.46% | 47,988 | $2.5M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 8,710 | $2.3M | Add +21.3% |
| VZ Verizon Communications Inc. | 0.42% | 55,827 | $2.3M | Reduce -7.4% |
| BP BP PLC-Spons ADR | 0.41% | 63,422 | $2.3M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.39% | 17,299 | $2.1M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.38% | 8,938 | $2.1M | Add +7.0% |
| SO The Southern Co. | 0.38% | 26,943 | $2.1M | Reduce -0.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.35% | 30,560 | $2.0M | Reduce -3.2% |
| DGX Quest Diagnostics Inc. | 0.34% | 13,843 | $1.9M | Reduce -1.4% |
| PM Philip Morris International | 0.34% | 18,337 | $1.9M | No change |
| SYY Sysco Corp. | 0.33% | 26,012 | $1.9M | Reduce -2.4% |
| DFUS Dimensional US Eq MKT ETF | 0.33% | 31,148 | $1.8M | Add +0.3% |
| CFB Crossfirst Bankshares Inc. | 0.31% | 123,240 | $1.7M | No change |
| IWM iShares Russell 2000 ETF | 0.31% | 8,346 | $1.7M | Reduce -2.3% |
| ARE Alexandria Real Estate Equit | 0.30% | 14,374 | $1.7M | Reduce -12.9% |
| AVDV Avantis Intl S/C Value ETF | 0.29% | 24,406 | $1.6M | Add +44.8% |
| VOO Vanguard S&P 500 ETF | 0.28% | 3,106 | $1.6M | Add +10.9% |
| SR Spire Inc. | 0.27% | 24,383 | $1.5M | Reduce -10.7% |
| MO Altria Group Inc. | 0.26% | 31,685 | $1.4M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.26% | 1,694 | $1.4M | Add +2.0% |
| DFUV Dimensional US Marketwide Va | 0.26% | 36,612 | $1.4M | Add +0.5% |
| GSK GSK PLC-Spon ADR | 0.23% | 32,932 | $1.3M | Reduce -2.0% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 25,638 | $1.3M | Add +11.0% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 21,488 | $1.3M | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,213 | $1.2M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.22% | 2,371 | $1.2M | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 6,196 | $1.1M | Add +4.2% |
| EW Edwards Lifesciences Corp. | 0.20% | 12,294 | $1.1M | Reduce -8.1% |
| GFF Griffon Corp. | 0.20% | 17,284 | $1.1M | No change |
| PFE Pfizer Inc. | 0.18% | 36,520 | $1.0M | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 17,652 | $906K | No change |
| DFAT Dimensional US Target Value | 0.16% | 16,844 | $874K | Add +0.2% |
| SLQT Selectquote Inc. | 0.16% | 315,636 | $871K | No change |
| NEE Nextera Energy Inc. | 0.16% | 12,154 | $861K | No change |
| MPC Marathon Petroleum Corp. | 0.15% | 4,703 | $816K | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 2,219 | $809K | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 1,364 | $695K | Add +9.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 4,180 | $671K | Add +19.9% |
| DUK Duke Energy Corp. | 0.12% | 6,662 | $668K | No change |
| AXP American Express Co. | 0.12% | 2,867 | $664K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.83 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.3% | 2.93% | −0.26 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.0% | 0.86% | −0.23 |
| CAT Caterpillar Inc. | Reduce -2.4% | 1.38% | −0.21 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.7% | 1.73% | −0.18 |
| SBUX Starbucks Corp. | Reduce -2.0% | 0.81% | −0.18 |
| JNJ Johnson & Johnson | Reduce -2.1% | 1.36% | −0.18 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.53% | −0.17 |
| ABT Abbott Laboratories | Reduce -5.3% | 0.81% | −0.15 |
| BDX Becton Dickinson and Co. | Reduce -1.3% | 1.35% | −0.13 |
| STZ Constellation Brands Inc. Class A | Reduce -3.8% | 0.76% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.4% | 0.99% | −0.09 |
| ARE Alexandria Real Estate Equit | Reduce -12.9% | 0.30% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.50% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.2% | 0.69% | −0.07 |
| STE Steris PLC | Reduce -2.2% | 0.91% | −0.07 |
| SYY Sysco Corp. | Reduce -2.4% | 0.33% | −0.06 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -1.4% | 1.05% | −0.06 |
| DOW Dow Inc. | Reduce -0.5% | 0.46% | −0.06 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.05 |
| DHR Danaher Corp. | Reduce -0.2% | 2.14% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -7.4% | 0.42% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.05 |
| EEFT Euronet Worldwide Inc. | Reduce -1.3% | 0.49% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 1.33% | −0.05 |
| EMR Emerson Electric Co. | Reduce -2.2% | 0.59% | −0.05 |
| SR Spire Inc. | Reduce -10.7% | 0.27% | −0.04 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.04 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.04 |
| GSK GSK PLC-Spon ADR | Reduce -2.0% | 0.23% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.39% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -8.1% | 0.20% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -0.3% | 0.41% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -2.3% | 0.31% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 1.54% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 0.23% | −0.02 |
| BMEZ BlackRock HLTH Sci TRM TR II | Reduce -8.2% | 0.09% | −0.02 |
| COP Conocophillips | Reduce -0.7% | 0.10% | −0.02 |
| CRM Salesforce Inc. | Reduce -3.2% | 0.05% | −0.01 |
| UMBF Umb Financial Corp. | Reduce -2.7% | 0.11% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.1% | 0.06% | −0.01 |
| BCE Bce Inc. | Reduce -7.6% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -8.8% | 0.08% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.2% | 0.35% | −0.01 |
| DGX Quest Diagnostics Inc. | Reduce -1.4% | 0.34% | −0.00 |
| MO Altria Group Inc. | Reduce -2.9% | 0.26% | −0.00 |
| RTX RTX Corp. | Reduce -3.7% | 0.04% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -7.2% | 0.05% | −0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| ARCC Ares Capital Corp. | New | 0.84% | +0.84 |
| XOM Exxon Mobil Corp. | Add +176.1% | 1.28% | +0.80 |
| SCHX Schwab US Large-Cap ETF | Add +2.9% | 4.95% | +0.19 |
| MSFT Microsoft Corp. | Add +1.2% | 3.30% | +0.16 |
| ORLY O'reilly Automotive Inc. | Add +22.4% | 1.47% | +0.16 |
| AVGO Broadcom Inc. | New | 0.11% | +0.11 |
| WMT Walmart Inc. | Add +2.3% | 0.99% | +0.11 |
| AVDV Avantis Intl S/C Value ETF | Add +44.8% | 0.29% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.3% | 0.42% | +0.08 |
| QCOM Qualcomm Inc. | New | 0.07% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +1.6% | 1.54% | +0.07 |
| AMZN Amazon.com Inc. | Add +1.8% | 1.05% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.46% | +0.06 |
| LRCX Lam Research Corp. | New | 0.06% | +0.06 |
| ADI Analog Devices Inc. | New | 0.05% | +0.05 |
| LMT Lockheed Martin Corp. | Add +7.7% | 0.57% | +0.04 |
| LNG Cheniere Energy Inc. | Add +1.5% | 0.58% | +0.04 |
| APD Air Products & Chemicals Inc. | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | New | 0.04% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +4.2% | 0.20% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +6.5% | 0.48% | +0.04 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| FANG Diamondback Energy Inc. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +2.0% | 0.26% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +3.7% | 5.22% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +10.9% | 0.28% | +0.03 |
| SOFI Sofi Technologies Inc. | New | 0.02% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.9% | 0.12% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +11.0% | 0.23% | +0.01 |
| CVX Chevron Corp. | Add +5.6% | 0.55% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +9.2% | 0.13% | +0.01 |
| TSLA Tesla Inc. | Add +0.3% | 0.11% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.0% | 0.08% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +1.1% | 0.95% | +0.01 |
| MA Mastercard Inc. Class A | Add +21.4% | 0.05% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Add +0.3% | 0.33% | +0.00 |
| TFC Truist Financial Corp. | Add +3.2% | 0.50% | +0.00 |
| WM Waste Management Inc. | Add +8.4% | 0.04% | +0.00 |
| BAC Bank of America Corp. | Add +0.0% | 0.08% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.7% | 0.08% | +0.00 |
| ADP Automatic Data Processing | Add +7.0% | 0.38% | −0.00 |
| QVCG QVC Group Inc. | Add +66.7% | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +4.5% | 0.06% | −0.00 |
| CSCO Cisco Systems Inc. | Add +5.4% | 0.07% | −0.00 |
| LIN Linde PLC | Add +0.8% | 0.04% | −0.00 |
| USB US Bancorp | Add +4.7% | 0.04% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.10% | −0.01 |
| TGT Target Corp. | Add +8.2% | 0.05% | −0.01 |
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 |