Kavar Capital Partners Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 24, 2024), Kavar Capital Partners Group, LLC reported 180 stock positions worth $632.2 million. Its top holding was Apple (AAPL) at 5.8% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.0%) and Schwab US Large-Cap ETF (SCHX, 4.7%). Compared with Q2 2024, it opened 21 new positions, sold out of 4, added to 49 and reduced 61. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Alphabet Class A (GOOGL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001841766
- Portfolio Value
- $632.2M (Q3 2024)
- SEC Filing
- 0001725547-24-006014 ↗ filed Oct 24, 2024
Holdings Value
Holdings 180 stocks · $632.2M
| AAPL Apple Inc. | 5.84% | 158,536 | $36.9M | Reduce -1.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 4.98% | 438,485 | $31.5M | Add +1.5% |
| SCHX Schwab US Large-Cap ETF | 4.69% | 436,929 | $29.6M | Add +2.3% |
| SCHF Schwab Intl Equity ETF | 3.74% | 574,809 | $23.6M | Add +1.7% |
| NVDA Nvidia Corp. | 3.26% | 169,668 | $20.6M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 2.83% | 28,915 | $17.9M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.82% | 40,250 | $17.8M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 2.79% | 234,827 | $17.6M | New |
| MSFT Microsoft Corp. | 2.77% | 40,745 | $17.5M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 2.70% | 102,866 | $17.1M | Reduce -0.6% |
| DHR Danaher Corp. | 2.05% | 46,656 | $13.0M | Reduce -1.7% |
| AOM iShares Core 40/60 Moderate | 1.92% | 269,074 | $12.1M | New |
| PG The Procter & Gamble Co. | 1.83% | 66,645 | $11.5M | Reduce -0.1% |
| AVUV Avantis US Small Cap Value | 1.69% | 111,261 | $10.7M | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 1.64% | 58,016 | $10.4M | Reduce -0.5% |
| ABBV Abbvie Inc. | 1.48% | 47,437 | $9.4M | Reduce -1.0% |
| AVEM Avantis Emerging Markets Eq | 1.47% | 144,177 | $9.3M | Add +2.9% |
| CAT Caterpillar Inc. | 1.42% | 22,939 | $9.0M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.41% | 42,360 | $8.9M | Add +0.4% |
| ORLY O'reilly Automotive Inc. | 1.38% | 7,596 | $8.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 1.31% | 50,924 | $8.3M | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 1.26% | 40,196 | $8.0M | Reduce -0.6% |
| BDX Becton Dickinson and Co. | 1.21% | 31,628 | $7.6M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 1.14% | 61,296 | $7.2M | Reduce -0.5% |
| BX Blackstone Inc. | 1.10% | 45,246 | $6.9M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 1.09% | 83,128 | $6.9M | Add +2.3% |
| WMT Walmart Inc. | 1.04% | 81,348 | $6.6M | Add +0.1% |
| UL Unilever PLC | 1.02% | 99,102 | $6.4M | Reduce -2.5% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.97% | 164,549 | $6.1M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.94% | 29,749 | $6.0M | Reduce -1.3% |
| V Visa Inc. Class A | 0.93% | 21,418 | $5.9M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.93% | 31,427 | $5.9M | Add +3.8% |
| SCHA Schwab US Small-Cap ETF | 0.91% | 111,159 | $5.7M | Add +1.6% |
| HD Home Depot Inc. | 0.88% | 13,682 | $5.5M | Add +0.7% |
| STE Steris PLC | 0.86% | 22,417 | $5.4M | Reduce -2.6% |
| SBUX Starbucks Corp. | 0.86% | 55,638 | $5.4M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.84% | 23,988 | $5.3M | Reduce -2.6% |
| NKE Nike Inc. Class B | 0.80% | 57,340 | $5.1M | Add +4.5% |
| DEO Diageo PLC-Sponsored ADR | 0.80% | 36,018 | $5.1M | Reduce -5.3% |
| ARCC Ares Capital Corp. | 0.78% | 235,681 | $4.9M | Add +5.2% |
| ABT Abbott Laboratories | 0.76% | 41,927 | $4.8M | Reduce -2.4% |
| SCHW Schwab (charles) Corp. | 0.73% | 70,958 | $4.6M | Reduce -0.6% |
| GS Goldman Sachs Group Inc. | 0.68% | 8,722 | $4.3M | Reduce -3.8% |
| MDLZ Mondelez International Inc. Class A | 0.68% | 58,105 | $4.3M | Reduce -1.1% |
| PEP Pepsico Inc. | 0.67% | 25,026 | $4.3M | Add +2.3% |
| STZ Constellation Brands Inc. Class A | 0.67% | 16,423 | $4.2M | Add +0.0% |
| FDX FedEx Corp. | 0.64% | 14,679 | $4.0M | Reduce -1.0% |
| DE Deere & Co. | 0.63% | 9,575 | $4.0M | Add +1.8% |
| BTU Peabody Energy Corp. | 0.63% | 150,200 | $4.0M | No change |
| LMT Lockheed Martin Corp. | 0.62% | 6,735 | $3.9M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.60% | 31,753 | $3.8M | Reduce -1.3% |
| KO The Coca-Cola Co. | 0.57% | 50,016 | $3.6M | Add +0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.56% | 45,359 | $3.6M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 9,069 | $3.5M | Reduce -2.9% |
| LNG Cheniere Energy Inc. | 0.53% | 18,650 | $3.4M | Add +1.3% |
| EMR Emerson Electric Co. | 0.52% | 30,080 | $3.3M | Add +1.5% |
| MCD McDonald's Corp. | 0.52% | 10,749 | $3.3M | Reduce -0.3% |
| CVX Chevron Corp. | 0.48% | 20,699 | $3.0M | Add +5.3% |
| TFC Truist Financial Corp. | 0.45% | 66,210 | $2.8M | Reduce -6.6% |
| IVV iShares Core S&P 500 ETF | 0.44% | 4,851 | $2.8M | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 27,475 | $2.6M | Reduce -7.3% |
| DOW Dow Inc. | 0.42% | 48,045 | $2.6M | Add +0.1% |
| EEFT Euronet Worldwide Inc. | 0.39% | 25,162 | $2.5M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.39% | 2,808 | $2.5M | Reduce -1.2% |
| ADP Automatic Data Processing | 0.39% | 8,938 | $2.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 8,708 | $2.5M | Reduce -0.0% |
| SO The Southern Co. | 0.38% | 26,943 | $2.4M | No change |
| VZ Verizon Communications Inc. | 0.38% | 53,982 | $2.4M | Reduce -3.3% |
| JCPI JP Morgan Inflation MGD Bond | 0.37% | 49,292 | $2.4M | New |
| PM Philip Morris International | 0.35% | 18,162 | $2.2M | Reduce -0.9% |
| CFB Crossfirst Bankshares Inc. | 0.33% | 126,750 | $2.1M | Add +2.9% |
| DGX Quest Diagnostics Inc. | 0.32% | 13,143 | $2.0M | Reduce -5.1% |
| SYY Sysco Corp. | 0.32% | 26,012 | $2.0M | No change |
| BP BP PLC-Spons ADR | 0.32% | 63,472 | $2.0M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.31% | 17,151 | $1.9M | Reduce -0.9% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 31,176 | $1.9M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 28,710 | $1.9M | Reduce -6.0% |
| AVDV Avantis Intl S/C Value ETF | 0.31% | 27,328 | $1.9M | Add +12.0% |
| IWM iShares Russell 2000 ETF | 0.29% | 8,283 | $1.8M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.26% | 3,135 | $1.7M | Add +0.9% |
| SR Spire Inc. | 0.26% | 24,416 | $1.6M | Add +0.1% |
| MO Altria Group Inc. | 0.26% | 31,935 | $1.6M | Add +0.8% |
| DFUV Dimensional US Marketwide Va | 0.24% | 36,669 | $1.5M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,694 | $1.5M | No change |
| ARE Alexandria Real Estate Equit | 0.23% | 12,388 | $1.5M | Reduce -13.8% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 25,768 | $1.4M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.21% | 2,371 | $1.4M | No change |
| IJH iShares Core S&P Midcap ETF | 0.21% | 21,508 | $1.3M | Add +0.1% |
| GSK GSK PLC-Spon ADR | 0.21% | 32,472 | $1.3M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 2,213 | $1.3M | No change |
| GFF Griffon Corp. | 0.19% | 17,284 | $1.2M | No change |
| BXSL Blackstone Secured Lending F | 0.19% | 40,435 | $1.2M | New |
| GOOG Alphabet Inc. Class C | 0.17% | 6,557 | $1.1M | Add +5.8% |
| ZTS Zoetis Inc. | 0.17% | 5,496 | $1.1M | New |
| PFE Pfizer Inc. | 0.16% | 34,060 | $986K | Reduce -6.7% |
| NEE Nextera Energy Inc. | 0.15% | 11,457 | $968K | Reduce -5.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 17,487 | $956K | Reduce -0.9% |
| DFAT Dimensional US Target Value | 0.15% | 16,855 | $938K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.13% | 2,219 | $833K | No change |
| UNH Unitedhealth Group Inc. | 0.13% | 1,364 | $798K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 2.70% | −0.70 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.26% | −0.54 |
| MSFT Microsoft Corp. | Reduce -0.5% | 2.77% | −0.53 |
| AAPL Apple Inc. | Reduce -1.1% | 5.84% | −0.24 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.3% | 0.60% | −0.23 |
| SCHW Schwab (charles) Corp. | Reduce -0.6% | 0.73% | −0.22 |
| FDX FedEx Corp. | Reduce -1.0% | 0.64% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 1.83% | −0.16 |
| BDX Becton Dickinson and Co. | Reduce -1.3% | 1.21% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 1.14% | −0.14 |
| DIS The Walt Disney Co. | Reduce -7.3% | 0.42% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 2.83% | −0.10 |
| EEFT Euronet Worldwide Inc. | Reduce -3.8% | 0.39% | −0.09 |
| EW Edwards Lifesciences Corp. | Reduce -11.5% | 0.11% | −0.09 |
| DHR Danaher Corp. | Reduce -1.7% | 2.05% | −0.09 |
| ORLY O'reilly Automotive Inc. | Reduce -1.4% | 1.38% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.5% | 1.64% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 0.55% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.31% | −0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.7% | 0.97% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 1.26% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 0.39% | −0.07 |
| ARE Alexandria Real Estate Equit | Reduce -13.8% | 0.23% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.3% | 0.80% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.4% | 1.31% | −0.06 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -3.8% | 0.68% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 2.82% | −0.05 |
| STE Steris PLC | Reduce -2.6% | 0.86% | −0.05 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.76% | −0.05 |
| TFC Truist Financial Corp. | Reduce -6.6% | 0.45% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.3% | 0.94% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.0% | 0.31% | −0.05 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.04 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -3.3% | 0.38% | −0.03 |
| MCK McKesson Corp. | Reduce -15.0% | 0.05% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.39% | −0.03 |
| PFE Pfizer Inc. | Reduce -6.7% | 0.16% | −0.03 |
| INTC Intel Corp. | Reduce -7.5% | 0.03% | −0.02 |
| DGX Quest Diagnostics Inc. | Reduce -5.1% | 0.32% | −0.02 |
| GSK GSK PLC-Spon ADR | Reduce -1.4% | 0.21% | −0.02 |
| HON Honeywell International Inc. | Reduce -9.7% | 0.06% | −0.02 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.1% | 0.68% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -0.8% | 0.29% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.0% | 0.06% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.9% | 0.15% | −0.01 |
| CB Chubb Ltd. | Reduce -21.4% | 0.03% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.11% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| BND Vanguard Total Bond Market | New | 2.79% | +2.79 |
| AOM iShares Core 40/60 Moderate | New | 1.92% | +1.92 |
| BSV Vanguard Short-Term Bond ETF | New | 0.56% | +0.56 |
| JCPI JP Morgan Inflation MGD Bond | New | 0.37% | +0.37 |
| BXSL Blackstone Secured Lending F | New | 0.19% | +0.19 |
| ZTS Zoetis Inc. | New | 0.17% | +0.17 |
| BX Blackstone Inc. | Add +0.1% | 1.10% | +0.09 |
| WM Waste Management Inc. | Add +269.1% | 0.12% | +0.09 |
| GLW Corning Inc. | New | 0.08% | +0.08 |
| QPFF American Century Qual Pref | New | 0.07% | +0.07 |
| NKE Nike Inc. Class B | Add +4.5% | 0.80% | +0.06 |
| GSBD Goldman Sachs BDC Inc. | New | 0.05% | +0.05 |
| SCHP Schwab U.S. Tips ETF | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +0.1% | 1.04% | +0.05 |
| CAT Caterpillar Inc. | Add +0.1% | 1.42% | +0.04 |
| BMY Bristol-Myers Squibb Co. | New | 0.04% | +0.04 |
| BRO Brown & Brown Inc. | New | 0.04% | +0.04 |
| EVRG Evergy Inc. | New | 0.04% | +0.04 |
| SMB Vaneck Short Muni ETF | New | 0.03% | +0.03 |
| ISRG Intuitive Surgical Inc. | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +0.7% | 0.88% | +0.03 |
| BNS Bank of Nova Scotia | New | 0.03% | +0.03 |
| BLES Inspire Global Hope ETF | New | 0.03% | +0.03 |
| MBB iShares MBS ETF | New | 0.03% | +0.03 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| DBL Doubleline Opport Credit | New | 0.03% | +0.03 |
| XNQPX Nuveen Pa QLTY Muni Inc. | New | 0.03% | +0.03 |
| CFB Crossfirst Bankshares Inc. | Add +2.9% | 0.33% | +0.02 |
| AVDV Avantis Intl S/C Value ETF | Add +12.0% | 0.31% | +0.02 |
| AXP American Express Co. | Add +1.5% | 0.12% | +0.01 |
| RTX RTX Corp. | Add +4.4% | 0.04% | +0.00 |
| BIBL Inspire 100 ETF | Add +13.0% | 0.06% | +0.00 |
| AEP American Electric Power | Add +0.8% | 0.08% | +0.00 |
| ETN Eaton Corp. PLC | Add +9.3% | 0.04% | +0.00 |
| LIN Linde PLC | Add +3.6% | 0.04% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.5% | 0.04% | −0.00 |
| DE Deere & Co. | Add +1.8% | 0.63% | −0.00 |
| MO Altria Group Inc. | Add +0.8% | 0.26% | −0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.04% | −0.00 |
| KO The Coca-Cola Co. | Add +0.2% | 0.57% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.8% | 0.05% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 0.10% | −0.01 |
| SR Spire Inc. | Add +0.1% | 0.26% | −0.01 |
| DFAT Dimensional US Target Value | Add +0.1% | 0.15% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 0.22% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.21% | −0.01 |
| DFUV Dimensional US Marketwide Va | Add +0.2% | 0.24% | −0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.26% | −0.02 |
| COP Conocophillips | Add +0.0% | 0.08% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.31% | −0.02 |
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 |