Kavar Capital Partners Group, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 20, 2026), Kavar Capital Partners Group, LLC reported 187 stock positions worth $725.5 million. Its top holding was Schwab US Large-Cap ETF (SCHX) at 6.2% of the portfolio, followed by Schwab Fndmntl US LRG Co. ETF (FNDX, 5.9%) and Apple (AAPL, 5.7%). Compared with Q3 2025, it opened 9 new positions, sold out of 10, added to 75 and reduced 71. The biggest buy was Schwab Fndmntl US LRG Co. ETF (FNDX, shares +3%) and the biggest sale an exit from Vanguard Total Bond Market (BND).

Most Recent 13F
Q2 2026
Location
LEAWOOD, KS
CIK
0001841766
Portfolio Value
$725.5M (Q4 2025)
SEC Filing
0001725547-26-000033 ↗ filed Jan 20, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $541.9M Q1 2024 Q2 2024: $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 $725.5M Q4 2025 Q1 2026: $798.4M Q1 2026 Q2 2026: $811.6M Q2 2026

Holdings 187 stocks · $725.5M
SCHX Schwab US Large-Cap ETF 6.18% 1,666,797 $44.9M Add +2.2%
FNDX Schwab Fndmntl US LRG Co. ETF 5.91% 1,576,625 $42.9M Add +2.9%
AAPL Apple Inc. 5.73% 153,024 $41.6M Reduce -0.8%
SCHF Schwab Intl Equity ETF 4.80% 1,449,453 $34.8M Add +3.1%
GOOGL Alphabet Inc. Class A 4.36% 101,024 $31.6M Reduce -0.5%
NVDA Nvidia Corp. 4.15% 161,311 $30.1M Reduce -4.2%
BRK.B Berkshire Hathaway Inc. Class B 2.78% 41,919 $20.1M Reduce -0.9%
MSFT Microsoft Corp. 2.75% 41,264 $20.0M Add +1.0%
TMO Thermo Fisher Scientific Inc. 2.32% 29,042 $16.8M Reduce -1.6%
JPM JPMorgan Chase & Co. 1.98% 44,549 $14.4M Add +0.3%
CAT Caterpillar Inc. 1.85% 23,377 $13.4M Reduce -0.6%
AVEM Avantis Emerging Markets Eq 1.83% 172,537 $13.3M Add +3.0%
AVUV Avantis US Small Cap Value 1.77% 125,944 $12.8M Add +1.4%
DHR Danaher Corp. 1.51% 47,966 $11.0M Reduce -0.5%
ABBV Abbvie Inc. 1.47% 46,594 $10.6M Reduce -0.1%
SCHM Schwab US Mid Cap ETF 1.46% 351,877 $10.6M Add +2.2%
ORLY O'reilly Automotive Inc. 1.40% 111,344 $10.2M Add +0.7%
RSP Invesco S&P 500 Equal Weight 1.37% 51,846 $9.9M Reduce -2.6%
PG The Procter & Gamble Co. 1.32% 66,641 $9.6M Reduce -0.9%
JNJ Johnson & Johnson 1.27% 44,624 $9.2M Reduce -1.0%
WMT Walmart Inc. 1.24% 80,860 $9.0M Reduce -0.5%
VUG Vanguard Mrngstar GR ETF-Sui 1.22% 18,077 $8.8M Add +8.4%
BX Blackstone Inc. 1.21% 57,041 $8.8M Add +1.8%
AMZN Amazon.com Inc. 1.20% 37,708 $8.7M Add +1.3%
AVDV Avantis Intl S/C Value ETF 1.17% 90,142 $8.5M Add +10.0%
BRK.A Berkshire Hathaway Inc. Class A 1.14% 11 $8.3M No change
AVLV Avantis US Large Cap Value 1.10% 105,060 $8.0M Add +9.2%
V Visa Inc. Class A 1.07% 22,108 $7.8M Add +0.4%
XOM Exxon Mobil Corp. 1.06% 63,744 $7.7M Add +0.2%
SCHA Schwab US Small-Cap ETF 1.05% 268,672 $7.7M Add +2.5%
GS Goldman Sachs Group Inc. 1.01% 8,360 $7.3M Reduce -1.6%
VIG Vanguard Dividend Apprec ETF 0.98% 32,487 $7.1M Reduce -5.5%
SCHW Schwab (charles) Corp. 0.98% 71,249 $7.1M Reduce -0.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.95% 23,215 $6.9M Reduce -0.0%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.89% 143,281 $6.5M Reduce -2.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.83% 28,456 $6.0M Reduce -0.3%
UL Unilever PLC-Sponsored ADR 0.77% 85,850 $5.6M Add +0.3%
ABT Abbott Laboratories 0.69% 39,745 $5.0M Reduce -0.8%
STE Steris PLC 0.67% 19,307 $4.9M Reduce -1.1%
HD Home Depot Inc. 0.67% 14,177 $4.9M Reduce -1.4%
DE Deere & Co. 0.64% 9,955 $4.6M Add +0.3%
SBUX Starbucks Corp. 0.61% 52,395 $4.4M Reduce -2.2%
BTU Peabody Energy Corp. 0.60% 147,673 $4.4M Reduce -0.0%
VOO Vanguard S&P 500 ETF 0.59% 6,860 $4.3M Reduce -0.0%
LNG Cheniere Energy Inc. 0.58% 21,647 $4.2M Add +5.4%
FDX FedEx Corp. 0.57% 14,357 $4.1M Reduce -1.1%
EMR Emerson Electric Co. 0.54% 29,264 $3.9M Reduce -0.1%
LLY Eli Lilly & Co. 0.53% 3,551 $3.8M Add +0.3%
UBER Uber Technologies Inc. 0.52% 46,190 $3.8M Add +1.9%
LMT Lockheed Martin Corp. 0.51% 7,662 $3.7M Reduce -1.6%
CVX Chevron Corp. 0.49% 23,378 $3.6M Reduce -1.4%
KO The Coca-Cola Co. 0.47% 49,247 $3.4M Reduce -0.2%
AVDE Avantis International Equity 0.45% 40,023 $3.3M Add +4.4%
IVV iShares Core S&P 500 ETF 0.45% 4,713 $3.2M No change
NKE Nike Inc. Class B 0.44% 50,480 $3.2M Reduce -9.8%
MCD McDonald's Corp. 0.44% 10,405 $3.2M Reduce -0.9%
PM Philip Morris International 0.40% 18,266 $2.9M Reduce -0.4%
VTI VG Morningstar TS MKT ETF-US 0.40% 8,568 $2.9M Add +0.4%
PEP Pepsico Inc. 0.39% 19,646 $2.8M Reduce -11.9%
MDLZ Mondelez International Inc. Class A 0.39% 52,096 $2.8M Reduce -2.4%
TFC Truist Financial Corp. 0.37% 54,858 $2.7M Reduce -3.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.32% 29,329 $2.4M Add +0.0%
DFUS Dimensional US Eq MKT ETF 0.32% 31,252 $2.3M Add +0.0%
SO The Southern Co. 0.31% 25,989 $2.3M Reduce -0.2%
BDX Becton Dickinson and Co. 0.31% 11,594 $2.3M Reduce -1.7%
DGX Quest Diagnostics Inc. 0.30% 12,703 $2.2M Add +0.1%
AVSC Avantis US Small Cap Equity 0.30% 37,470 $2.2M Reduce -6.4%
ASML ASML Holding NV-NY Reg SHS 0.30% 2,042 $2.2M Add +1.3%
ADP Automatic Data Processing 0.29% 8,175 $2.1M Reduce -6.2%
WM Waste Management Inc. 0.29% 9,550 $2.1M Add +4.0%
IWM iShares Russell 2000 ETF 0.28% 8,140 $2.0M Reduce -0.4%
SR Spire Inc. 0.27% 23,946 $2.0M Reduce -1.4%
COST Costco Wholesale Corp. 0.26% 2,191 $1.9M Add +4.8%
MO Altria Group Inc. 0.26% 32,645 $1.9M Add +1.3%
SYY Sysco Corp. 0.25% 24,884 $1.8M Reduce -4.6%
GOOG Alphabet Inc. Class C 0.25% 5,786 $1.8M Add +0.8%
DEO Diageo PLC-Sponsored ADR 0.25% 20,955 $1.8M Reduce -25.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 2,638 $1.8M Reduce -1.2%
AVUS Avantis U.S. Equity ETF 0.25% 16,023 $1.8M New
DFUV Dimensional US Marketwide Va 0.24% 36,813 $1.7M Add +0.0%
MRK Merck & Co. Inc. 0.23% 15,874 $1.7M Reduce -2.8%
BP BP PLC-Spons ADR 0.22% 46,946 $1.6M Reduce -5.8%
NVO Novo-Nordisk A/S-Spons ADR 0.22% 31,509 $1.6M Reduce -3.4%
VZ Verizon Communications Inc. 0.22% 38,565 $1.6M Reduce -13.7%
META Meta Platforms Inc. Class A 0.21% 2,318 $1.5M Add +6.2%
VEA Vanguard Ftse Developed ETF 0.20% 23,663 $1.5M No change
IJH iShares Core S&P Midcap ETF 0.19% 21,227 $1.4M No change
AVGO Broadcom Inc. 0.19% 3,946 $1.4M Add +1.5%
ADBE Adobe Inc. 0.18% 3,835 $1.3M Reduce -43.0%
PHYS Sprott Physical Gold Trust 0.17% 37,600 $1.2M Reduce -11.3%
IWF iShares Russell 1000 Growth 0.17% 2,617 $1.2M Add +12.4%
TSLA Tesla Inc. 0.16% 2,562 $1.2M Add +20.4%
DUK Duke Energy Corp. 0.16% 9,811 $1.1M Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.15% 19,826 $1.1M Add +0.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 9,548 $1.1M Reduce -0.9%
CDNS Cadence Design SYS Inc. 0.15% 3,397 $1.1M Reduce -2.0%
NFLX Netflix Inc. 0.14% 11,155 $1.0M Add +8.2%
SPMD SS SPDR P S&P 400 Midcap ETF 0.14% 17,512 $1.0M No change
DFAT Dimensional US Target Value 0.14% 16,876 $1.0M No change
GLW Corning Inc. 0.13% 10,495 $919K Reduce -2.0%
AXP American Express Co. 0.12% 2,364 $875K Add +0.1%
UMBF Umb Financial Corp. 0.12% 7,402 $852K No change
ITOT iShares Core S&P Total U.S. 0.11% 5,597 $832K No change
IWB iShares Russell 1000 ETF 0.11% 2,167 $809K No change
NEE Nextera Energy Inc. 0.10% 9,307 $747K Reduce -11.7%
UNH Unitedhealth Group Inc. 0.10% 2,245 $741K Add +39.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 3,812 $728K Add +0.0%
MPC Marathon Petroleum Corp. 0.10% 4,440 $722K No change
QQQ Invesco QQQ Trust Series 1 0.09% 1,120 $688K Reduce -21.8%
PFE Pfizer Inc. 0.09% 26,934 $671K Reduce -8.5%
DFAS Dimensional US Small Cap ETF 0.09% 9,278 $646K No change
MMM 3M Co. 0.09% 3,986 $638K Reduce -0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.09% 2,447 $631K Add +5.0%
PLTR Palantir Technologies Inc. Class A 0.08% 3,217 $572K Add +30.2%
AEP American Electric Power 0.08% 4,930 $568K Add +0.2%
IDEV iShares Core MSCI Dev MKTS 0.08% 6,784 $560K No change
SLQT Selectquote Inc. 0.08% 391,312 $552K No change
MCK McKesson Corp. 0.07% 662 $543K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 11,976 $532K No change
EFA iShares MSCI Eafe ETF 0.07% 5,467 $525K Reduce -0.3%
EEFT Euronet Worldwide Inc. 0.07% 6,888 $524K Reduce -0.2%
KKR KKR & Co. Inc. 0.07% 4,029 $514K Add +0.2%
SHEL Shell PLC-ADR 0.07% 6,923 $509K Add +0.6%
LRCX Lam Research Corp. 0.06% 2,739 $469K Reduce -11.0%
GE General Electric filed as GE AEROSPACE 0.06% 1,512 $466K Reduce -1.8%
YUM Yum! Brands Inc. 0.06% 3,070 $464K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.06% 1,520 $441K Add +8.2%
COP Conocophillips 0.06% 4,712 $441K Add +0.2%
CSCO Cisco Systems Inc. 0.06% 5,513 $425K Add +0.5%
GDX Vaneck Gold Miners ETF 0.06% 4,809 $412K No change
RTX RTX Corp. 0.06% 2,236 $410K Add +0.8%
TPLC Timothy PLN US LRG/Mid Cap 0.06% 8,906 $405K Add +6.7%
IWR iShares Russell Mid-Cap ETF 0.06% 4,158 $400K Reduce -2.1%
SPSM SS SPDR P S&P 600 Small Cap 0.05% 7,896 $370K No change
SCZ iShares MSCI Eafe Small-Cap 0.05% 4,737 $367K Add +0.0%
AMD Advanced Micro Devices 0.05% 1,693 $363K Reduce -1.3%
TPSC Timothy Plan US Small Cap Co. 0.05% 8,694 $360K Add +6.1%
MA Mastercard Inc. Class A 0.05% 625 $357K Add +2.0%
HON Honeywell International Inc. 0.05% 1,796 $350K Add +0.5%
AMGN Amgen Inc. 0.05% 1,056 $346K Add +0.6%
USB US Bancorp 0.05% 6,351 $339K Reduce -10.4%
QCOM Qualcomm Inc. 0.05% 1,977 $338K Add +2.0%
IVW iShares S&P 500 Growth ETF 0.05% 2,718 $335K No change
ADI Analog Devices Inc. 0.05% 1,209 $328K Reduce -0.1%
GLD SPDR Gold Shares 0.05% 825 $327K No change
SCHG Schwab US Large-Cap Growth 0.04% 9,891 $323K Add +0.0%
LNT Alliant Energy Corp. 0.04% 4,779 $311K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 646 $310K Reduce -10.4%
CMI Cummins Inc. 0.04% 608 $310K No change
BKNG Booking Holdings Inc. 0.04% 56 $300K Add +1.8%
IEMG iShares Core MSCI Emerging 0.04% 4,418 $297K Add +3.0%
CBSH Commerce Bancshares Inc. 0.04% 5,545 $290K Add +31.5%
ISRG Intuitive Surgical Inc. 0.04% 502 $284K Add +1.2%
EVRG Evergy Inc. 0.04% 3,915 $284K Add +0.3%
ORCL Oracle Corp. 0.04% 1,456 $284K Add +5.3%
ET Energy Transfer LP 0.04% 16,900 $279K No change
AEE Ameren Corporation 0.04% 2,785 $278K Add +0.6%
ACGL Arch Capital Group Ltd. 0.04% 13,150 $274K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.04% 3,150 $263K Reduce -13.7%
MICC The Magnum Ice Cream Co. NV 0.04% 16,515 $262K Reduce -14.3%
EPD Enterprise Products Partners 0.04% 8,144 $261K No change
BMY Bristol-Myers Squibb Co. 0.04% 4,802 $259K Reduce -1.3%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.03% 3,414 $252K Add +0.4%
IBIT iShares Bitcoin Trust ETF 0.03% 5,044 $250K New
LHX L3HARRIS Technologies Inc. 0.03% 809 $237K Add +1.1%
VHT Vanguard Health Care ETF 0.03% 825 $237K No change
WY Weyerhaeuser Co. 0.03% 10,000 $237K New
CRM Salesforce Inc. 0.03% 879 $233K Add +2.1%
CB Chubb Ltd. 0.03% 740 $231K No change
ETN Eaton Corp. PLC 0.03% 717 $228K Add +1.7%
GSK GSK PLC-Spon ADR 0.03% 4,597 $225K Reduce -5.9%
LOW Lowe's Cos Inc. 0.03% 932 $225K No change
LIN Linde PLC 0.03% 525 $224K Add +0.6%
CL Colgate-Palmolive Co. 0.03% 2,812 $222K Add +0.4%
SPEM State Street SP PTF Em ETF 0.03% 4,732 $222K No change
BTI British American Tob-SP ADR 0.03% 3,840 $217K Add +0.9%
BMEZ BlackRock HLTH Sci TRM TR II 0.03% 14,250 $214K New
APD Air Products & Chemicals Inc. 0.03% 864 $213K No change
STZ Constellation Brands Inc. Class A 0.03% 1,541 $213K Add +0.3%
TPIF Timothy Plan Intl ETF 0.03% 6,102 $212K No change
PFG Principal Financial Group 0.03% 2,360 $208K New
BSVO EA Bridgeway Omni Sm-Cp Val 0.03% 8,931 $208K No change
JEPI JPMorgan Equity Premium Inco 0.03% 3,584 $205K New
COR Cencora Inc. 0.03% 600 $203K New
CBZ Cbiz Inc. 0.03% 4,015 $203K No change
TPHD Timothy Plan High DVD STCK 0.03% 5,191 $200K New
GDRX Goodrx Holdings Inc. Class A 0.01% 31,145 $84K Reduce -24.3%

Portfolio Sells Q3 2025 → Q4 2025
BND Vanguard Total Bond Market Sold out 0.00% −3.32
BINC iShares Flex I A ETF-Usd Inc. Sold out 0.00% −2.01
ARCC Ares Capital Corp. Sold out 0.00% −0.72
ZTS Zoetis Inc. Sold out 0.00% −0.30
ADBE Adobe Inc. Reduce -43.0% 0.18% −0.13
DEO Diageo PLC-Sponsored ADR Reduce -25.3% 0.25% −0.11
HD Home Depot Inc. Reduce -1.4% 0.67% −0.10
NKE Nike Inc. Class B Reduce -9.8% 0.44% −0.08
PG The Procter & Gamble Co. Reduce -0.9% 1.32% −0.06
DOW Dow Inc. Sold out 0.00% −0.06
MDLZ Mondelez International Inc. Class A Reduce -2.4% 0.39% −0.06
ADP Automatic Data Processing Reduce -6.2% 0.29% −0.05
VZ Verizon Communications Inc. Reduce -13.7% 0.22% −0.05
TLT iShares 20+ Year Treasury BD Sold out 0.00% −0.04
NVDA Nvidia Corp. Reduce -4.2% 4.15% −0.04
SYY Sysco Corp. Reduce -4.6% 0.25% −0.03
PEP Pepsico Inc. Reduce -11.9% 0.39% −0.03
SMB Vaneck Short Muni ETF Sold out 0.00% −0.03
ABT Abbott Laboratories Reduce -0.8% 0.69% −0.03
BRO Brown & Brown Inc. Sold out 0.00% −0.03
GSBD Goldman Sachs BDC Inc. Sold out 0.00% −0.03
XNQPX Nuveen Pa QLTY Muni Inc. Sold out 0.00% −0.02
NVO Novo-Nordisk A/S-Spons ADR Reduce -3.4% 0.22% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -21.8% 0.09% −0.02
SO The Southern Co. Reduce -0.2% 0.31% −0.02
CDNS Cadence Design SYS Inc. Reduce -2.0% 0.15% −0.02
IRM Iron Mountain Inc. Reduce -13.7% 0.04% −0.01
GDRX Goodrx Holdings Inc. Class A Reduce -24.3% 0.01% −0.01
EEFT Euronet Worldwide Inc. Reduce -0.2% 0.07% −0.01
PFE Pfizer Inc. Reduce -8.5% 0.09% −0.01
LMT Lockheed Martin Corp. Reduce -1.6% 0.51% −0.01
MICC The Magnum Ice Cream Co. NV Reduce -14.3% 0.04% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -5.5% 0.98% −0.00
BP BP PLC-Spons ADR Reduce -5.8% 0.22% −0.00
NEE Nextera Energy Inc. Reduce -11.7% 0.10% −0.00
AVSC Avantis US Small Cap Equity Reduce -6.4% 0.30% −0.00
DIA SS SPDR Dow Jones Indus Avg Reduce -10.4% 0.04% −0.00
CVX Chevron Corp. Reduce -1.4% 0.49% +0.00
IWR iShares Russell Mid-Cap ETF Reduce -2.1% 0.06% +0.00
USB US Bancorp Reduce -10.4% 0.05% +0.00
GE General Electric Reduce -1.8% 0.06% +0.00
DIS The Walt Disney Co. Reduce -0.9% 0.15% +0.00
GSK GSK PLC-Spon ADR Reduce -5.9% 0.03% +0.00
PHYS Sprott Physical Gold Trust Reduce -11.3% 0.17% +0.00
SBUX Starbucks Corp. Reduce -2.2% 0.61% +0.00
EFA iShares MSCI Eafe ETF Reduce -0.3% 0.07% +0.00
MMM 3M Co. Reduce -0.8% 0.09% +0.00
ADI Analog Devices Inc. Reduce -0.1% 0.05% +0.01
BMY Bristol-Myers Squibb Co. Reduce -1.3% 0.04% +0.01
PM Philip Morris International Reduce -0.4% 0.40% +0.01

Portfolio Buys Q3 2025 → Q4 2025
FNDX Schwab Fndmntl US LRG Co. ETF Add +2.9% 5.91% +0.54
SCHX Schwab US Large-Cap ETF Add +2.2% 6.18% +0.45
SCHF Schwab Intl Equity ETF Add +3.1% 4.80% +0.44
AVUS Avantis U.S. Equity ETF New 0.25% +0.25
AVDV Avantis Intl S/C Value ETF Add +10.0% 1.17% +0.19
AVLV Avantis US Large Cap Value Add +9.2% 1.10% +0.17
LLY Eli Lilly & Co. Add +0.3% 0.53% +0.17
AVEM Avantis Emerging Markets Eq Add +3.0% 1.83% +0.15
VUG Vanguard Mrngstar GR ETF-Sui Add +8.4% 1.22% +0.15
AVUV Avantis US Small Cap Value Add +1.4% 1.77% +0.12
JPM JPMorgan Chase & Co. Add +0.3% 1.98% +0.11
AMZN Amazon.com Inc. Add +1.3% 1.20% +0.11
XOM Exxon Mobil Corp. Add +0.2% 1.06% +0.10
SCHM Schwab US Mid Cap ETF Add +2.2% 1.46% +0.10
SCHA Schwab US Small-Cap ETF Add +2.5% 1.05% +0.08
V Visa Inc. Class A Add +0.4% 1.07% +0.07
GOOG Alphabet Inc. Class C Add +0.8% 0.25% +0.06
AVDE Avantis International Equity Add +4.4% 0.45% +0.05
ASML ASML Holding NV-NY Reg SHS Add +1.3% 0.30% +0.04
ACGL Arch Capital Group Ltd. New 0.04% +0.04
IBIT iShares Bitcoin Trust ETF New 0.03% +0.03
DE Deere & Co. Add +0.3% 0.64% +0.03
WY Weyerhaeuser Co. New 0.03% +0.03
TSLA Tesla Inc. Add +20.4% 0.16% +0.03
BMEZ BlackRock HLTH Sci TRM TR II New 0.03% +0.03
PFG Principal Financial Group New 0.03% +0.03
JEPI JPMorgan Equity Premium Inco New 0.03% +0.03
UNH Unitedhealth Group Inc. Add +39.8% 0.10% +0.03
COR Cencora Inc. New 0.03% +0.03
TPHD Timothy Plan High DVD STCK New 0.03% +0.03
IWF iShares Russell 1000 Growth Add +12.4% 0.17% +0.03
VTI VG Morningstar TS MKT ETF-US Add +0.4% 0.40% +0.02
WM Waste Management Inc. Add +4.0% 0.29% +0.02
PLTR Palantir Technologies Inc. Class A Add +30.2% 0.08% +0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.0% 0.32% +0.02
DFUS Dimensional US Eq MKT ETF Add +0.0% 0.32% +0.02
AVGO Broadcom Inc. Add +1.5% 0.19% +0.02
DFUV Dimensional US Marketwide Va Add +0.0% 0.24% +0.02
AXP American Express Co. Add +0.1% 0.12% +0.02
BAC Bank of America Corp. Add +0.5% 0.15% +0.01
UL Unilever PLC-Sponsored ADR Add +0.3% 0.77% +0.01
ISRG Intuitive Surgical Inc. Add +1.2% 0.04% +0.01
CSCO Cisco Systems Inc. Add +0.5% 0.06% +0.01
AMGN Amgen Inc. Add +0.6% 0.05% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +5.0% 0.09% +0.01
RTX RTX Corp. Add +0.8% 0.06% +0.01
CBSH Commerce Bancshares Inc. Add +31.5% 0.04% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.2% 0.06% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +0.0% 0.10% +0.01
BNS Bank of Nova Scotia Add +0.4% 0.03% +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