Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KAVAR CAPITAL PARTNERS GROUP, LLC (CIK 1841766) reported $811.6M across 204 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHX ($52.0M, 6.40%), FNDX ($51.3M, 6.33%), AAPL ($43.8M, 5.40%), SCHF ($42.6M, 5.25%), GOOGL ($35.4M, 4.36%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $52.0M | 6.40% | 1.8M | Added |
| 2 | FNDX | SCHWAB STRATEGIC TR | $51.3M | 6.33% | 1.7M | Added |
| 3 | AAPL | APPLE INC | $43.8M | 5.40% | 151,324 | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $42.6M | 5.25% | 1.5M | Added |
| 5 | GOOGL | ALPHABET INC | $35.4M | 4.36% | 98,917 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $32.3M | 3.98% | 161,272 | Added |
| 7 | CAT | CATERPILLAR INC | $25.2M | 3.11% | 23,665 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.9M | 2.58% | 42,370 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $17.5M | 2.15% | 180,897 | Added |
| 10 | MSFT | MICROSOFT CORP | $16.2M | 2.00% | 43,548 | Added |
| 11 | AVUV | AMERICAN CENTY ETF TR | $16.1M | 1.98% | 129,081 | Added |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $14.5M | 1.79% | 28,923 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $14.6M | 1.79% | 44,470 | Added |
| 14 | SCHM | SCHWAB STRATEGIC TR | $13.9M | 1.71% | 376,253 | Added |
| 15 | ABBV | ABBVIE INC | $11.8M | 1.46% | 47,061 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $11.1M | 1.36% | 43,615 | Trimmed |
| 17 | AVDV | AMERICAN CENTY ETF TR | $10.8M | 1.33% | 104,566 | Added |
| 18 | VUG | VANGUARD INDEX FDS | $10.5M | 1.29% | 121,681 | Added |
| 19 | SCHA | SCHWAB STRATEGIC TR | $10.5M | 1.29% | 289,888 | Added |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $10.4M | 1.29% | 49,105 | Trimmed |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | $10.3M | 1.27% | 112,322 | Added |
| 22 | AVLV | AMERICAN CENTY ETF TR | $9.9M | 1.22% | 108,993 | Added |
| 23 | PG | PROCTER & GAMBLE CO | $9.8M | 1.20% | 66,498 | Added |
| 24 | WMT | WALMART INC | $9.6M | 1.18% | 84,577 | Added |
| 25 | AMZN | AMAZON COM INC | $9.4M | 1.15% | 39,319 | Added |
Source: SEC Form 13F filings · as of 2026-06-30