Kavar Capital Partners Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Kavar Capital Partners Group, LLC reported 175 stock positions worth $591.8 million. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.6%) and Schwab US Large-Cap ETF (SCHX, 5.3%). Compared with Q3 2024, it opened 11 new positions, sold out of 16, added to 47 and reduced 56. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale an exit from Vanguard Total Bond Market (BND).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001841766
- Portfolio Value
- $591.8M (Q4 2024)
- SEC Filing
- 0001725547-25-000149 ↗ filed Jan 22, 2025
Holdings Value
Holdings 175 stocks · $591.8M
| AAPL Apple Inc. | 6.64% | 156,825 | $39.3M | Reduce -1.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 5.57% | 1,392,480 | $33.0M | Add +5.9% |
| SCHX Schwab US Large-Cap ETF | 5.30% | 1,352,845 | $31.4M | Add +3.2% |
| NVDA Nvidia Corp. | 3.79% | 167,031 | $22.4M | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 3.78% | 1,208,757 | $22.4M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 3.33% | 104,049 | $19.7M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.97% | 40,359 | $17.6M | Add +0.3% |
| MSFT Microsoft Corp. | 2.93% | 41,070 | $17.3M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 2.54% | 28,880 | $15.0M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 1.89% | 66,766 | $11.2M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 1.85% | 113,343 | $10.9M | Add +1.9% |
| DHR Danaher Corp. | 1.81% | 46,657 | $10.7M | Add +0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.71% | 57,833 | $10.1M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.71% | 42,217 | $10.1M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 1.51% | 7,520 | $8.9M | Reduce -1.0% |
| AVEM Avantis Emerging Markets Eq | 1.46% | 147,388 | $8.7M | Add +2.2% |
| ABBV Abbvie Inc. | 1.42% | 47,244 | $8.4M | Reduce -0.4% |
| CAT Caterpillar Inc. | 1.41% | 22,944 | $8.3M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 1.33% | 40,107 | $7.9M | Reduce -0.2% |
| BX Blackstone Inc. | 1.32% | 45,331 | $7.8M | Add +0.2% |
| WMT Walmart Inc. | 1.24% | 81,053 | $7.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.22% | 33,025 | $7.2M | Add +5.1% |
| SCHM Schwab US Mid Cap ETF | 1.22% | 260,386 | $7.2M | Add +4.4% |
| BDX Becton Dickinson and Co. | 1.17% | 30,572 | $6.9M | Reduce -3.3% |
| V Visa Inc. Class A | 1.16% | 21,772 | $6.9M | Add +1.6% |
| JNJ Johnson & Johnson | 1.14% | 46,788 | $6.8M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 1.12% | 61,449 | $6.6M | Add +0.3% |
| SCHA Schwab US Small-Cap ETF | 0.97% | 221,963 | $5.7M | Reduce -0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.96% | 28,802 | $5.7M | Reduce -3.2% |
| UL Unilever PLC | 0.95% | 99,073 | $5.6M | Reduce -0.0% |
| HD Home Depot Inc. | 0.90% | 13,708 | $5.3M | Add +0.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.90% | 159,991 | $5.3M | Reduce -2.8% |
| SCHW Schwab (charles) Corp. | 0.89% | 71,463 | $5.3M | Add +0.7% |
| ARCC Ares Capital Corp. | 0.88% | 239,223 | $5.2M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.87% | 23,453 | $5.2M | Reduce -2.2% |
| SBUX Starbucks Corp. | 0.85% | 55,143 | $5.0M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 0.84% | 8,692 | $5.0M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.80% | 41,757 | $4.7M | Reduce -0.4% |
| STE Steris PLC | 0.78% | 22,567 | $4.6M | Add +0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 10,496 | $4.3M | Add +15.7% |
| NKE Nike Inc. Class B | 0.73% | 56,785 | $4.3M | Reduce -1.0% |
| FDX FedEx Corp. | 0.71% | 14,926 | $4.2M | Add +1.7% |
| DEO Diageo PLC-Sponsored ADR | 0.70% | 32,543 | $4.1M | Reduce -9.7% |
| DE Deere & Co. | 0.70% | 9,726 | $4.1M | Add +1.6% |
| LNG Cheniere Energy Inc. | 0.69% | 18,925 | $4.1M | Add +1.5% |
| PEP Pepsico Inc. | 0.64% | 24,883 | $3.8M | Reduce -0.6% |
| EMR Emerson Electric Co. | 0.63% | 29,965 | $3.7M | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.61% | 16,347 | $3.6M | Reduce -0.5% |
| MDLZ Mondelez International Inc. Class A | 0.59% | 58,255 | $3.5M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.58% | 7,015 | $3.4M | Add +4.2% |
| CVX Chevron Corp. | 0.53% | 21,531 | $3.1M | Add +4.0% |
| KO The Coca-Cola Co. | 0.53% | 49,954 | $3.1M | Reduce -0.1% |
| BTU Peabody Energy Corp. | 0.52% | 147,700 | $3.1M | Reduce -1.7% |
| MCD McDonald's Corp. | 0.52% | 10,624 | $3.1M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 0.49% | 4,890 | $2.9M | Add +0.8% |
| ADBE Adobe Inc. | 0.47% | 6,290 | $2.8M | New |
| TFC Truist Financial Corp. | 0.47% | 64,071 | $2.8M | Reduce -3.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.46% | 31,599 | $2.7M | Reduce -0.5% |
| ADP Automatic Data Processing | 0.44% | 8,938 | $2.6M | No change |
| EEFT Euronet Worldwide Inc. | 0.43% | 24,918 | $2.6M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 8,718 | $2.5M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 0.38% | 34,816 | $2.3M | Add +27.4% |
| SO The Southern Co. | 0.37% | 26,943 | $2.2M | No change |
| PM Philip Morris International | 0.37% | 18,162 | $2.2M | No change |
| LLY Eli Lilly & Co. | 0.37% | 2,808 | $2.2M | No change |
| SYY Sysco Corp. | 0.34% | 26,687 | $2.0M | Add +2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 28,935 | $2.0M | Add +0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 31,215 | $2.0M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.34% | 49,647 | $2.0M | Reduce -8.0% |
| DGX Quest Diagnostics Inc. | 0.34% | 13,143 | $2.0M | No change |
| CFB Crossfirst Bankshares Inc. | 0.32% | 126,750 | $1.9M | No change |
| IWM iShares Russell 2000 ETF | 0.31% | 8,213 | $1.8M | Reduce -0.8% |
| BP BP PLC-Spons ADR | 0.29% | 57,702 | $1.7M | Reduce -9.1% |
| VOO Vanguard S&P 500 ETF | 0.29% | 3,131 | $1.7M | Reduce -0.1% |
| ZTS Zoetis Inc. | 0.28% | 10,268 | $1.7M | Add +86.8% |
| MO Altria Group Inc. | 0.28% | 31,935 | $1.7M | No change |
| SR Spire Inc. | 0.28% | 24,447 | $1.7M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.28% | 16,662 | $1.7M | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.26% | 1,679 | $1.5M | Reduce -0.9% |
| DFUV Dimensional US Marketwide Va | 0.25% | 36,728 | $1.5M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.23% | 2,371 | $1.4M | No change |
| IJH iShares Core S&P Midcap ETF | 0.23% | 21,488 | $1.3M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 2,213 | $1.3M | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 25,768 | $1.2M | No change |
| GFF Griffon Corp. | 0.21% | 17,284 | $1.2M | No change |
| GOOG Alphabet Inc. Class C | 0.20% | 6,257 | $1.2M | Reduce -4.6% |
| TSLA Tesla Inc. | 0.20% | 2,929 | $1.2M | Reduce -1.0% |
| SLQT Selectquote Inc. | 0.20% | 315,636 | $1.2M | No change |
| WM Waste Management Inc. | 0.18% | 5,361 | $1.1M | Add +41.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 9,669 | $1.1M | Reduce -64.8% |
| DOW Dow Inc. | 0.17% | 25,126 | $1.0M | Reduce -47.7% |
| GSK GSK PLC-Spon ADR | 0.16% | 28,730 | $972K | Reduce -11.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 17,487 | $956K | No change |
| DFAT Dimensional US Target Value | 0.16% | 16,867 | $939K | Add +0.1% |
| PFE Pfizer Inc. | 0.15% | 34,060 | $904K | No change |
| NFLX Netflix Inc. | 0.15% | 1,011 | $901K | Add +3.4% |
| AVGO Broadcom Inc. | 0.15% | 3,860 | $895K | No change |
| IWF iShares Russell 1000 Growth | 0.15% | 2,219 | $891K | No change |
| AXP American Express Co. | 0.15% | 2,912 | $864K | Add +0.1% |
| UMBF Umb Financial Corp. | 0.14% | 7,402 | $835K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BND Vanguard Total Bond Market | Sold out | 0.00% | −2.79 |
| AOM iShares Core 40/60 Moderate | Sold out | 0.00% | −1.92 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.56 |
| JCPI JP Morgan Inflation MGD Bond | Sold out | 0.00% | −0.37 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 2.54% | −0.29 |
| DOW Dow Inc. | Reduce -47.7% | 0.17% | −0.24 |
| DIS The Walt Disney Co. | Reduce -64.8% | 0.18% | −0.24 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.19 |
| JNJ Johnson & Johnson | Reduce -8.1% | 1.14% | −0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 0.46% | −0.14 |
| BTU Peabody Energy Corp. | Reduce -1.7% | 0.52% | −0.11 |
| DEO Diageo PLC-Sponsored ADR | Reduce -9.7% | 0.70% | −0.10 |
| ARE Alexandria Real Estate Equit | Reduce -32.1% | 0.14% | −0.09 |
| NKE Nike Inc. Class B | Reduce -1.0% | 0.73% | −0.08 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -2.8% | 0.90% | −0.07 |
| QPFF American Century Qual Pref | Sold out | 0.00% | −0.07 |
| UL Unilever PLC | Reduce -0.0% | 0.95% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.4% | 1.42% | −0.06 |
| STZ Constellation Brands Inc. Class A | Reduce -0.5% | 0.61% | −0.06 |
| GSBD Goldman Sachs BDC Inc. | Sold out | 0.00% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -8.0% | 0.34% | −0.05 |
| GSK GSK PLC-Spon ADR | Reduce -11.5% | 0.16% | −0.05 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.53% | −0.04 |
| BCE Bce Inc. | Sold out | 0.00% | −0.04 |
| SMB Vaneck Short Muni ETF | Sold out | 0.00% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -3.3% | 1.17% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.64% | −0.03 |
| BAX Baxter International Inc. | Sold out | 0.00% | −0.03 |
| BLES Inspire Global Hope ETF | Sold out | 0.00% | −0.03 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.03 |
| INTC Intel Corp. | Sold out | 0.00% | −0.03 |
| DBL Doubleline Opport Credit | Sold out | 0.00% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.9% | 0.28% | −0.03 |
| XNQPX Nuveen Pa QLTY Muni Inc. | Sold out | 0.00% | −0.03 |
| BMEZ BlackRock HLTH Sci TRM TR II | Reduce -34.1% | 0.05% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -9.1% | 0.29% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -8.0% | 0.13% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -1.9% | 0.11% | −0.01 |
| SBUX Starbucks Corp. | Reduce -0.9% | 0.85% | −0.01 |
| TGT Target Corp. | Reduce -1.1% | 0.04% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -1.1% | 0.07% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.5% | 0.05% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -1.1% | 0.08% | +0.00 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.52% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.2% | 0.05% | +0.00 |
| EW Edwards Lifesciences Corp. | Reduce -12.7% | 0.12% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.3% | 0.07% | +0.01 |
| BAC Bank of America Corp. | Reduce -3.0% | 0.07% | +0.01 |
| CRM Salesforce Inc. | Reduce -8.8% | 0.06% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +1.1% | 3.33% | +0.63 |
| SCHX Schwab US Large-Cap ETF | Add +3.2% | 5.30% | +0.61 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +5.9% | 5.57% | +0.60 |
| ADBE Adobe Inc. | New | 0.47% | +0.47 |
| AMZN Amazon.com Inc. | Add +5.1% | 1.22% | +0.30 |
| V Visa Inc. Class A | Add +1.6% | 1.16% | +0.23 |
| BX Blackstone Inc. | Add +0.2% | 1.32% | +0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +15.7% | 0.73% | +0.18 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 0.89% | +0.17 |
| AVUV Avantis US Small Cap Value | Add +1.9% | 1.85% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 2.97% | +0.16 |
| LNG Cheniere Energy Inc. | Add +1.5% | 0.69% | +0.16 |
| MSFT Microsoft Corp. | Add +0.8% | 2.93% | +0.15 |
| AVDE Avantis International Equity | New | 0.13% | +0.13 |
| SCHM Schwab US Mid Cap ETF | Add +4.4% | 1.22% | +0.13 |
| ZTS Zoetis Inc. | Add +86.8% | 0.28% | +0.11 |
| ARCC Ares Capital Corp. | Add +1.5% | 0.88% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Add +27.4% | 0.38% | +0.08 |
| FDX FedEx Corp. | Add +1.7% | 0.71% | +0.07 |
| CDNS Cadence Design SYS Inc. | New | 0.07% | +0.07 |
| NBXG Neuberger Next Generation Co. | New | 0.07% | +0.07 |
| PG The Procter & Gamble Co. | Add +0.2% | 1.89% | +0.07 |
| DE Deere & Co. | Add +1.6% | 0.70% | +0.06 |
| WM Waste Management Inc. | Add +41.0% | 0.18% | +0.06 |
| CVX Chevron Corp. | Add +4.0% | 0.53% | +0.04 |
| CBSH Commerce Bancshares Inc. | New | 0.04% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +0.8% | 0.49% | +0.04 |
| NFLX Netflix Inc. | Add +3.4% | 0.15% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +5.1% | 3.78% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| AJG Arthur J Gallagher & Co. | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.43% | +0.04 |
| CMI Cummins Inc. | New | 0.04% | +0.04 |
| FFBC First Financial Bancorp | New | 0.04% | +0.04 |
| EPD Enterprise Products Partners | New | 0.03% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 0.34% | +0.03 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.34% | +0.03 |
| OBDE Blue Owl Capital Corp. III | New | 0.03% | +0.03 |
| HD Home Depot Inc. | Add +0.2% | 0.90% | +0.02 |
| SYY Sysco Corp. | Add +2.6% | 0.34% | +0.02 |
| AXP American Express Co. | Add +0.1% | 0.15% | +0.02 |
| SR Spire Inc. | Add +0.1% | 0.28% | +0.02 |
| DFUV Dimensional US Marketwide Va | Add +0.2% | 0.25% | +0.01 |
| GLW Corning Inc. | Add +1.3% | 0.09% | +0.01 |
| DFAT Dimensional US Target Value | Add +0.1% | 0.16% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 0.08% | +0.01 |
| ORCL Oracle Corp. | Add +16.9% | 0.04% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 0.10% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +1.6% | 0.05% | +0.01 |
| COP Conocophillips | Add +2.3% | 0.09% | +0.00 |
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 |