Kavar Capital Partners Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Kavar Capital Partners Group, LLC reported 191 stock positions worth $695.6 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 5.5% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.2%) and Apple (AAPL, 4.6%). Compared with Q1 2025, it opened 22 new positions, sold out of 8, added to 63 and reduced 50. The biggest buy was a new position in Vanguard Total Bond Market (BND) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LEAWOOD, KS
- CIK
- 0001841766
- Portfolio Value
- $695.6M (Q2 2025)
- SEC Filing
- 0001725547-25-003454 ↗ filed Jul 17, 2025
Holdings Value
Holdings 191 stocks · $695.6M
| SCHX Schwab US Large-Cap ETF | 5.47% | 1,557,780 | $38.1M | Add +8.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 5.18% | 1,469,002 | $36.0M | Add +1.3% |
| AAPL Apple Inc. | 4.58% | 155,165 | $31.8M | Reduce -0.5% |
| SCHF Schwab Intl Equity ETF | 4.16% | 1,310,058 | $29.0M | Add +2.6% |
| NVDA Nvidia Corp. | 3.83% | 168,651 | $26.6M | Add +1.8% |
| MSFT Microsoft Corp. | 2.91% | 40,671 | $20.2M | Reduce -0.8% |
| BND Vanguard Total Bond Market | 2.89% | 272,876 | $20.1M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 2.82% | 42,153 | $19.6M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 2.57% | 101,431 | $17.9M | Reduce -1.8% |
| JPM JPMorgan Chase & Co. | 1.84% | 44,254 | $12.8M | Add +2.6% |
| AOM iShares Core 40/60 Moderate | 1.77% | 267,607 | $12.3M | New |
| TMO Thermo Fisher Scientific Inc. | 1.72% | 29,467 | $11.9M | Add +0.6% |
| AVUV Avantis US Small Cap Value | 1.59% | 121,400 | $11.1M | Add +3.3% |
| AVEM Avantis Emerging Markets Eq | 1.56% | 158,119 | $10.8M | Add +2.4% |
| PG The Procter & Gamble Co. | 1.55% | 67,647 | $10.8M | Add +1.0% |
| RSP Invesco S&P 500 Equal Weight | 1.48% | 56,627 | $10.3M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 1.44% | 111,285 | $10.0M | No change |
| DHR Danaher Corp. | 1.37% | 48,148 | $9.5M | Add +0.8% |
| CAT Caterpillar Inc. | 1.30% | 23,220 | $9.0M | Add +1.6% |
| SCHM Schwab US Mid Cap ETF | 1.26% | 313,097 | $8.8M | Add +6.4% |
| ABBV Abbvie Inc. | 1.25% | 46,845 | $8.7M | Reduce -0.8% |
| BX Blackstone Inc. | 1.21% | 56,058 | $8.4M | Add +18.7% |
| VIG Vanguard Dividend Apprec ETF | 1.18% | 40,082 | $8.2M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.15% | 11 | $8.0M | No change |
| WMT Walmart Inc. | 1.14% | 81,083 | $7.9M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 1.14% | 36,037 | $7.9M | Add +8.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.14% | 149,510 | $7.9M | New |
| V Visa Inc. Class A | 1.12% | 21,855 | $7.8M | Add +1.0% |
| JNJ Johnson & Johnson | 1.01% | 45,814 | $7.0M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.99% | 23,362 | $6.9M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.99% | 63,594 | $6.9M | Add +1.7% |
| AVLV Avantis US Large Cap Value | 0.97% | 98,813 | $6.7M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.95% | 15,008 | $6.6M | Add +12.6% |
| SCHW Schwab (charles) Corp. | 0.93% | 71,167 | $6.5M | Reduce -0.4% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.91% | 158,521 | $6.3M | Reduce -0.9% |
| SCHA Schwab US Small-Cap ETF | 0.89% | 244,183 | $6.2M | Add +4.9% |
| GS Goldman Sachs Group Inc. | 0.87% | 8,589 | $6.1M | Reduce -0.7% |
| UL Unilever PLC | 0.86% | 97,952 | $6.0M | Reduce -0.9% |
| ARCC Ares Capital Corp. | 0.83% | 261,622 | $5.7M | Add +3.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.81% | 28,774 | $5.6M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.78% | 39,988 | $5.4M | Reduce -2.8% |
| HD Home Depot Inc. | 0.75% | 14,193 | $5.2M | Add +2.4% |
| DE Deere & Co. | 0.72% | 9,840 | $5.0M | Add +1.2% |
| LNG Cheniere Energy Inc. | 0.71% | 20,327 | $5.0M | Add +3.8% |
| SBUX Starbucks Corp. | 0.71% | 53,878 | $4.9M | Reduce -2.1% |
| STE Steris PLC | 0.69% | 19,888 | $4.8M | Reduce -6.1% |
| VOO Vanguard S&P 500 ETF | 0.67% | 8,155 | $4.6M | Add +160.5% |
| BSV Vanguard Short-Term Bond ETF | 0.66% | 58,073 | $4.6M | New |
| UBER Uber Technologies Inc. | 0.61% | 45,427 | $4.2M | Add +21.9% |
| AVDV Avantis Intl S/C Value ETF | 0.60% | 52,542 | $4.2M | Add +20.8% |
| NKE Nike Inc. Class B | 0.58% | 56,948 | $4.0M | Reduce -0.6% |
| EMR Emerson Electric Co. | 0.57% | 29,525 | $3.9M | Reduce -1.0% |
| MDLZ Mondelez International Inc. Class A | 0.54% | 55,452 | $3.7M | Reduce -4.9% |
| KO The Coca-Cola Co. | 0.51% | 49,705 | $3.5M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.50% | 7,564 | $3.5M | Add +3.4% |
| FDX FedEx Corp. | 0.50% | 15,174 | $3.4M | Reduce -1.8% |
| PM Philip Morris International | 0.48% | 18,462 | $3.4M | Add +1.6% |
| CVX Chevron Corp. | 0.48% | 23,294 | $3.3M | Add +3.5% |
| MCD McDonald's Corp. | 0.44% | 10,432 | $3.0M | Reduce -1.3% |
| IVV iShares Core S&P 500 ETF | 0.43% | 4,868 | $3.0M | Reduce -0.5% |
| DEO Diageo PLC-Sponsored ADR | 0.42% | 29,162 | $2.9M | Reduce -5.2% |
| PEP Pepsico Inc. | 0.42% | 22,125 | $2.9M | Reduce -12.0% |
| ADBE Adobe Inc. | 0.39% | 7,053 | $2.7M | Reduce -8.0% |
| TFC Truist Financial Corp. | 0.39% | 63,331 | $2.7M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.39% | 8,745 | $2.7M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 8,819 | $2.7M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.36% | 3,209 | $2.5M | Add +14.1% |
| SO The Southern Co. | 0.34% | 25,943 | $2.4M | Reduce -3.7% |
| DGX Quest Diagnostics Inc. | 0.33% | 12,693 | $2.3M | Reduce -3.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.32% | 32,431 | $2.2M | No change |
| AVSC Avantis US Small Cap Equity | 0.32% | 43,032 | $2.2M | New |
| AVDE Avantis International Equity | 0.31% | 28,865 | $2.1M | Add +123.8% |
| JCPI JP Morgan Inflation MGD Bond | 0.30% | 43,963 | $2.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.30% | 29,125 | $2.1M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 31,244 | $2.1M | Add +0.0% |
| BDX Becton Dickinson and Co. | 0.29% | 11,805 | $2.0M | Reduce -61.3% |
| SYY Sysco Corp. | 0.28% | 26,175 | $2.0M | Reduce -1.9% |
| BTU Peabody Energy Corp. | 0.28% | 147,700 | $2.0M | No change |
| VZ Verizon Communications Inc. | 0.28% | 45,595 | $2.0M | Reduce -6.2% |
| ZTS Zoetis Inc. | 0.28% | 12,294 | $1.9M | Add +12.4% |
| BUSE First Busey Corp. | 0.27% | 83,432 | $1.9M | No change |
| MO Altria Group Inc. | 0.27% | 32,535 | $1.9M | Add +1.9% |
| SR Spire Inc. | 0.26% | 24,506 | $1.8M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.25% | 8,213 | $1.8M | No change |
| META Meta Platforms Inc. Class A | 0.25% | 2,383 | $1.8M | Add +3.6% |
| WM Waste Management Inc. | 0.25% | 7,544 | $1.7M | Add +29.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,664 | $1.6M | Reduce -10.7% |
| DFUV Dimensional US Marketwide Va | 0.22% | 36,794 | $1.6M | Add +0.0% |
| BP BP PLC-Spons ADR | 0.21% | 49,867 | $1.5M | Reduce -13.2% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 25,542 | $1.5M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 2,282 | $1.4M | Add +5.9% |
| NFLX Netflix Inc. | 0.20% | 1,016 | $1.4M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 21,314 | $1.3M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.19% | 16,431 | $1.3M | Reduce -0.6% |
| BXSL Blackstone Secured Lending F | 0.18% | 40,435 | $1.2M | New |
| PHYS Sprott Physical Gold Trust | 0.17% | 47,500 | $1.2M | Reduce -7.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 9,678 | $1.2M | No change |
| DUK Duke Energy Corp. | 0.16% | 9,695 | $1.1M | No change |
| AVGO Broadcom Inc. | 0.15% | 3,886 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.15% | 5,741 | $1.0M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.5% | 4.58% | −1.20 |
| BDX Becton Dickinson and Co. | Reduce -61.3% | 0.29% | −0.87 |
| STZ Constellation Brands Inc. Class A | Reduce -90.4% | 0.04% | −0.47 |
| ABBV Abbvie Inc. | Reduce -0.8% | 1.25% | −0.40 |
| JNJ Johnson & Johnson | Reduce -1.0% | 1.01% | −0.27 |
| GFF Griffon Corp. | Sold out | 0.00% | −0.25 |
| PEP Pepsico Inc. | Reduce -12.0% | 0.42% | −0.21 |
| SBUX Starbucks Corp. | Reduce -2.1% | 0.71% | −0.19 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.18 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.4% | 1.48% | −0.18 |
| FDX FedEx Corp. | Reduce -1.8% | 0.50% | −0.13 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.78% | −0.13 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -4.9% | 0.54% | −0.12 |
| UL Unilever PLC | Reduce -0.9% | 0.86% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Reduce -5.2% | 0.42% | −0.11 |
| STE Steris PLC | Reduce -6.1% | 0.69% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.44% | −0.11 |
| BP BP PLC-Spons ADR | Reduce -13.2% | 0.21% | −0.11 |
| ADBE Adobe Inc. | Reduce -8.0% | 0.39% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 2.57% | −0.09 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.51% | −0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.1% | 0.81% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -6.2% | 0.28% | −0.08 |
| SO The Southern Co. | Reduce -3.7% | 0.34% | −0.07 |
| ADP Automatic Data Processing | Reduce -2.2% | 0.39% | −0.07 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.6% | 0.19% | −0.06 |
| DOW Dow Inc. | Reduce -8.6% | 0.09% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -10.7% | 0.24% | −0.06 |
| WMT Walmart Inc. | Reduce -0.5% | 1.14% | −0.05 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -0.9% | 0.91% | −0.05 |
| SYY Sysco Corp. | Reduce -1.9% | 0.28% | −0.05 |
| BMEZ BlackRock HLTH Sci TRM TR II | Sold out | 0.00% | −0.05 |
| TFC Truist Financial Corp. | Reduce -0.3% | 0.39% | −0.04 |
| DGX Quest Diagnostics Inc. | Reduce -3.4% | 0.33% | −0.04 |
| PFE Pfizer Inc. | Reduce -12.3% | 0.10% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.04 |
| PHYS Sprott Physical Gold Trust | Reduce -7.6% | 0.17% | −0.03 |
| COP Conocophillips | Reduce -7.7% | 0.06% | −0.03 |
| NKE Nike Inc. Class B | Reduce -0.6% | 0.58% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 0.43% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -5.2% | 0.07% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.19% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -20.1% | 0.06% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.9% | 0.21% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.03% | −0.01 |
| CBSH Commerce Bancshares Inc. | Reduce -0.1% | 0.04% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -1.3% | 0.11% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | New | 2.89% | +2.89 |
| AOM iShares Core 40/60 Moderate | New | 1.77% | +1.77 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 1.14% | +1.14 |
| AVLV Avantis US Large Cap Value | New | 0.97% | +0.97 |
| NVDA Nvidia Corp. | Add +1.8% | 3.83% | +0.84 |
| BSV Vanguard Short-Term Bond ETF | New | 0.66% | +0.66 |
| VOO Vanguard S&P 500 ETF | Add +160.5% | 0.67% | +0.40 |
| AVSC Avantis US Small Cap Equity | New | 0.32% | +0.32 |
| JCPI JP Morgan Inflation MGD Bond | New | 0.30% | +0.30 |
| SCHX Schwab US Large-Cap ETF | Add +8.7% | 5.47% | +0.20 |
| BXSL Blackstone Secured Lending F | New | 0.18% | +0.18 |
| AVDE Avantis International Equity | Add +123.8% | 0.31% | +0.16 |
| UBER Uber Technologies Inc. | Add +21.9% | 0.61% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +12.6% | 0.95% | +0.12 |
| BX Blackstone Inc. | Add +18.7% | 1.21% | +0.11 |
| ITOT iShares Core S&P Total U.S. | New | 0.10% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Add +20.8% | 0.60% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +210.0% | 0.13% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +2.6% | 1.84% | +0.08 |
| AMZN Amazon.com Inc. | Add +8.2% | 1.14% | +0.08 |
| QPFF American Century Qual Pref | New | 0.06% | +0.06 |
| CDNS Cadence Design SYS Inc. | Add +61.7% | 0.14% | +0.06 |
| TLT iShares 20+ Year Treasury BD | New | 0.05% | +0.05 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +1.6% | 0.20% | +0.04 |
| SCHP Schwab U.S. Tips ETF | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +1.6% | 1.30% | +0.04 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| OBDC Blue Owl Capital Corp. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +3.6% | 0.25% | +0.03 |
| SMB Vaneck Short Muni ETF | New | 0.03% | +0.03 |
| VGIT Vanguard Intermediate-Term T | New | 0.03% | +0.03 |
| GSBD Goldman Sachs BDC Inc. | New | 0.03% | +0.03 |
| SPEM State Street SP PTF Em ETF | New | 0.03% | +0.03 |
| LHX L3HARRIS Technologies Inc. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.99% | +0.02 |
| WM Waste Management Inc. | Add +29.2% | 0.25% | +0.02 |
| XNQPX Nuveen Pa QLTY Muni Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +14.5% | 0.13% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +39.8% | 0.06% | +0.01 |
| GE General Electric | Add +13.8% | 0.06% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +6.0% | 0.14% | +0.01 |
| AVEM Avantis Emerging Markets Eq | Add +2.4% | 1.56% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Add +18.4% | 0.07% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +20.2% | 0.08% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +1.9% | 0.04% | +0.01 |
| GLW Corning Inc. | Add +5.7% | 0.09% | +0.00 |
| PM Philip Morris International | Add +1.6% | 0.48% | +0.00 |
| TPSC Timothy Plan US Small Cap Co. | Add +19.8% | 0.04% | +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 |