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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $541.9M Q1 2024 Q2 2024: $554.7M $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 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
NFLX Netflix Inc. 0.12% 978 $660K No change
IWB iShares Russell 1000 ETF 0.12% 2,167 $645K Reduce -0.9%
AVGO Broadcom Inc. 0.11% 386 $620K New
UMBF Umb Financial Corp. 0.11% 7,402 $617K Reduce -2.7%
BRK.A Berkshire Hathaway Inc. Class A 0.11% 1 $612K No change
TSLA Tesla Inc. 0.11% 2,959 $586K Add +0.3%
COP Conocophillips 0.10% 5,050 $578K Reduce -0.7%
SHEL Shell PLC-ADR 0.10% 7,970 $575K No change
DFAS Dimensional US Small Cap ETF 0.10% 9,247 $556K Add +0.3%
BMEZ BlackRock HLTH Sci TRM TR II 0.09% 30,750 $472K Reduce -8.2%
QQQ Invesco QQQ Trust Series 1 0.08% 952 $456K Add +3.0%
MCK McKesson Corp. 0.08% 779 $455K No change
HON Honeywell International Inc. 0.08% 2,065 $441K Reduce -8.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 10,678 $425K Add +0.0%
KKR KKR & Co. Inc. 0.08% 4,022 $423K No change
VB Vanguard Most SM-Cap ETF-Usd 0.08% 1,939 $423K Add +7.7%
AEP American Electric Power 0.08% 4,784 $420K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.08% 11,890 $417K No change
YUM Yum! Brands Inc. 0.07% 3,070 $407K No change
EFA iShares MSCI Eafe ETF 0.07% 5,152 $404K No change
MMM 3M Co. 0.07% 3,888 $397K No change
QCOM Qualcomm Inc. 0.07% 1,919 $382K New
IDEV iShares Core MSCI Dev MKTS 0.07% 5,731 $376K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.07% 4,150 $372K No change
CSCO Cisco Systems Inc. 0.07% 7,805 $371K Add +5.4%
AMGN Amgen Inc. 0.06% 1,050 $328K No change
SPSM SS SPDR P S&P 600 Small Cap 0.06% 7,888 $328K Reduce -7.1%
GDRX Goodrx Holdings Inc. Class A 0.06% 41,145 $321K No change
CBZ Cbiz Inc. 0.06% 4,285 $318K No change
IWR iShares Russell Mid-Cap ETF 0.06% 3,850 $312K Add +4.5%
LRCX Lam Research Corp. 0.06% 292 $311K New
IVW iShares S&P 500 Growth ETF 0.05% 3,192 $295K No change
SCZ iShares MSCI Eafe Small-Cap 0.05% 4,779 $295K No change
CRM Salesforce Inc. 0.05% 1,140 $293K Reduce -3.2%
BIBL Inspire 100 ETF 0.05% 7,700 $292K No change
INTC Intel Corp. 0.05% 9,253 $287K No change
AMD Advanced Micro Devices 0.05% 1,716 $278K No change
TGT Target Corp. 0.05% 1,879 $278K Add +8.2%
ADI Analog Devices Inc. 0.05% 1,210 $276K New
ET Energy Transfer LP 0.05% 16,900 $274K No change
CL Colgate-Palmolive Co. 0.05% 2,800 $272K Reduce -7.2%
MA Mastercard Inc. Class A 0.05% 613 $270K Add +21.4%
BKNG Booking Holdings Inc. 0.04% 63 $250K No change
SCHG Schwab US Large-Cap Growth 0.04% 2,429 $245K No change
CB Chubb Ltd. 0.04% 941 $240K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 981 $238K No change
BCE Bce Inc. 0.04% 7,318 $237K Reduce -7.6%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 575 $225K No change
APD Air Products & Chemicals Inc. 0.04% 864 $223K New
IEMG iShares Core MSCI Emerging 0.04% 4,156 $222K New
LIN Linde PLC 0.04% 504 $221K Add +0.8%
USB US Bancorp 0.04% 5,555 $221K Add +4.7%
WM Waste Management Inc. 0.04% 1,030 $220K Add +8.4%
VHT Vanguard Health Care ETF 0.04% 825 $219K New
GE General Electric filed as GE AEROSPACE 0.04% 1,353 $215K No change
RTX RTX Corp. 0.04% 2,126 $213K Reduce -3.7%
LOW Lowe's Cos Inc. 0.04% 962 $212K No change
ANET Arista Networks Inc. 0.04% 600 $210K New
BAX Baxter International Inc. 0.04% 6,098 $204K No change
ETN Eaton Corp. PLC 0.04% 643 $202K New
FANG Diamondback Energy Inc. 0.04% 1,000 $200K New
SOFI Sofi Technologies Inc. 0.02% 15,000 $99K New
QVCG QVC Group Inc. filed as QURATE RETAIL INC 0.00% 25,000 $16K Add +66.7%

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

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