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 $798.4M across 213 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($44.4M, 5.56%), SCHX ($44.0M, 5.51%), AAPL ($38.5M, 4.82%), SCHF ($36.7M, 4.60%), BND ($32.1M, 4.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $44.4M | 5.56% | 1.6M | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $44.0M | 5.51% | 1.7M | Added |
| 3 | AAPL | APPLE INC | $38.5M | 4.82% | 151,533 | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $36.7M | 4.60% | 1.5M | Added |
| 5 | BND | VANGUARD BD INDEX FDS | $32.1M | 4.02% | 435,548 | New |
| 6 | GOOGL | ALPHABET INC | $28.5M | 3.57% | 99,046 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $28.1M | 3.52% | 160,972 | Trimmed |
| 8 | BINC | BLACKROCK ETF TRUST II | $19.8M | 2.47% | 380,357 | New |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.5M | 2.44% | 42,326 | Added |
| 10 | CAT | CATERPILLAR INC | $16.0M | 2.01% | 22,651 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $15.5M | 1.94% | 41,744 | Added |
| 12 | TMO | THERMO FISHER SCIENTIFIC INC | $14.1M | 1.77% | 28,722 | Trimmed |
| 13 | AVEM | AMERICAN CENTY ETF TR | $14.2M | 1.77% | 175,859 | Added |
| 14 | AVUV | AMERICAN CENTY ETF TR | $13.8M | 1.73% | 125,351 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $13.0M | 1.63% | 44,281 | Trimmed |
| 16 | AOM | ISHARES TR | $12.3M | 1.54% | 259,957 | New |
| 17 | SCHM | SCHWAB STRATEGIC TR | $11.2M | 1.40% | 360,945 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $10.7M | 1.34% | 43,689 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $10.6M | 1.33% | 62,596 | Trimmed |
| 20 | ORLY | OREILLY AUTOMOTIVE INC | $10.3M | 1.29% | 111,208 | Trimmed |
| 21 | ABBV | ABBVIE INC | $10.2M | 1.28% | 46,963 | Added |
| 22 | WMT | WALMART INC | $9.8M | 1.23% | 79,104 | Trimmed |
| 23 | AVDV | AMERICAN CENTY ETF TR | $9.8M | 1.22% | 97,814 | Added |
| 24 | PG | PROCTER & GAMBLE CO | $9.6M | 1.20% | 66,364 | Trimmed |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $9.6M | 1.20% | 49,770 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31