KAVAR CAPITAL PARTNERS GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, KAVAR CAPITAL PARTNERS GROUP, LLC held in its portfolio 185 assets valued at $725,460,810 (i.e. $725.46M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($44.85M), SCHWAB STRATEGIC TR ($42.90M), and APPLE INC ($41.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 185 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KAVAR CAPITAL PARTNERS GROUP, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1666797 | 44853500 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 1576625 | 42899954 | FUNDAMENTAL US L |
| APPLE INC | 153024 | 41601156 | COM |
| SCHWAB STRATEGIC TR | 1449453 | 34844842 | INTL EQTY ETF |
| ALPHABET INC | 101024 | 31620596 | CAP STK CL A |
| NVIDIA CORPORATION | 161311 | 30084449 | COM |
| BERKSHIRE HATHAWAY INC DEL | 41919 | 20143816 | CL B NEW |
| MICROSOFT CORP | 41264 | 19956237 | COM |
| THERMO FISHER SCIENTIFIC INC | 29042 | 16828387 | COM |
| JPMORGAN CHASE & CO. | 44549 | 14354654 | COM |
| CATERPILLAR INC | 23377 | 13392149 | COM |
| AMERICAN CENTY ETF TR | 172537 | 13288784 | AVANTIS EMGMKT |
| AMERICAN CENTY ETF TR | 125944 | 12843806 | US SML CP VALU |
| DANAHER CORPORATION | 47966 | 10980452 | COM |
| ABBVIE INC | 46594 | 10646206 | COM |
| SCHWAB STRATEGIC TR | 351877 | 10580938 | US MID-CAP ETF |
| OREILLY AUTOMOTIVE INC | 111344 | 10155686 | COM |
| INVESCO EXCHANGE TRADED FD T | 51846 | 9931535 | S&P500 EQL WGT |
| PROCTER AND GAMBLE CO | 66641 | 9550252 | COM |
| JOHNSON & JOHNSON | 44624 | 9234971 | COM |
| WALMART INC | 80860 | 9008573 | COM |
| VANGUARD INDEX FDS | 18077 | 8819101 | GROWTH ETF |
| BLACKSTONE INC | 57041 | 8792227 | COM |
| AMAZON COM INC | 37708 | 8703761 | COM |
| AMERICAN CENTY ETF TR | 90142 | 8470674 | INTL SMCP VLU |
| BERKSHIRE HATHAWAY INC DEL | 11 | 8302800 | CL A |
| AMERICAN CENTY ETF TR | 105060 | 7960423 | US LARGE CAP VLU |
| VISA INC | 22108 | 7753497 | COM CL A |
| EXXON MOBIL CORP | 63744 | 7670912 | COM |
| SCHWAB STRATEGIC TR | 268672 | 7651791 | US SML CAP ETF |
| GOLDMAN SACHS GROUP INC | 8360 | 7348440 | COM |
| VANGUARD SPECIALIZED FUNDS | 32487 | 7139995 | DIV APP ETF |
| SCHWAB CHARLES CORP | 71249 | 7118488 | COM |
| INTERNATIONAL BUSINESS MACHS | 23215 | 6876654 | COM |
| SCHWAB STRATEGIC TR | 143281 | 6477753 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 28456 | 6026748 | SM CP VAL ETF |
| UNILEVER PLC | 85850 | 5614590 | SPON ADR NEW |
| ABBOTT LABS | 39745 | 4979712 | COM |
| STERIS PLC | 19307 | 4894711 | SHS USD |
| HOME DEPOT INC | 14177 | 4878145 | COM |
| DEERE & CO | 9955 | 4634749 | COM |
| STARBUCKS CORP | 52395 | 4412207 | COM |
| PEABODY ENERGY CORP | 147673 | 4385888 | COM |
| VANGUARD INDEX FDS | 6860 | 4302183 | S&P 500 ETF SHS |
| CHENIERE ENERGY INC | 21647 | 4207960 | COM NEW |
| FEDEX CORP | 14357 | 4147163 | COM |
| EMERSON ELEC CO | 29264 | 3883959 | COM |
| ELI LILLY & CO | 3551 | 3816224 | COM |
| UBER TECHNOLOGIES INC | 46190 | 3774185 | COM |
| SPDR SERIES TRUST | 54737 | 3736866 | STATE STREET SPD |
| LOCKHEED MARTIN CORP | 7662 | 3705982 | COM |
| CHEVRON CORP NEW | 23378 | 3563006 | COM |
| COCA COLA CO | 49247 | 3442876 | COM |
| AMERICAN CENTY ETF TR | 40023 | 3294715 | INTL EQT ETF |
| ISHARES TR | 4713 | 3228122 | CORE S&P500 ETF |
| NIKE INC | 50480 | 3216081 | CL B |
| MCDONALDS CORP | 10405 | 3180028 | COM |
| PHILIP MORRIS INTL INC | 18266 | 2929807 | COM |
| VANGUARD INDEX FDS | 8568 | 2872657 | TOTAL STK MKT |
| PEPSICO INC | 19646 | 2819594 | COM |
| MONDELEZ INTL INC | 52096 | 2804338 | CL A |
| TRUIST FINL CORP | 54858 | 2699550 | COM |
| DIMENSIONAL ETF TRUST | 31252 | 2317964 | US EQUITY MARKET |
| SOUTHERN CO | 25989 | 2266241 | COM |
| BECTON DICKINSON & CO | 11594 | 2250048 | COM |
| QUEST DIAGNOSTICS INC | 12703 | 2204352 | COM |
| AMERICAN CENTY ETF TR | 37470 | 2201003 | AVANTIS US SMALL |
| ASML HOLDING N V | 2042 | 2184654 | N Y REGISTRY SHS |
| AUTOMATIC DATA PROCESSING IN | 8175 | 2102752 | COM |
| WASTE MGMT INC DEL | 9550 | 2098231 | COM |
| ISHARES TR | 8140 | 2003742 | RUSSELL 2000 ETF |
| SPIRE INC | 23946 | 1980350 | COM |
| COSTCO WHSL CORP NEW | 2191 | 1889387 | COM |
| ALTRIA GROUP INC | 32645 | 1882286 | COM |
| SYSCO CORP | 24884 | 1833702 | COM |
| ALPHABET INC | 5786 | 1815647 | CAP STK CL C |
| DIAGEO PLC | 20955 | 1807820 | SPON ADR NEW |
| SPDR S&P 500 ETF TR | 2638 | 1798973 | TR UNIT |
| AMERICAN CENTY ETF TR | 16023 | 1791051 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 36813 | 1715140 | US MKTWIDE VALUE |
| MERCK & CO INC | 15874 | 1670878 | COM |
| BP PLC | 46946 | 1630435 | SPONSORED ADR |
| NOVO-NORDISK A S | 31509 | 1603178 | ADR |
| VERIZON COMMUNICATIONS INC | 38565 | 1570767 | COM |
| META PLATFORMS INC | 2318 | 1530089 | CL A |
| VANGUARD TAX-MANAGED FDS | 23663 | 1478228 | VAN FTSE DEV MKT |
| ISHARES TR | 21227 | 1400982 | CORE S&P MCP ETF |
| BROADCOM INC | 3946 | 1365711 | COM |
| ADOBE INC | 3835 | 1342212 | COM |
| SPROTT ASSET MANAGEMENT LP | 37600 | 1241552 | PHYSICAL GOLD TR |
| ISHARES TR | 2617 | 1238626 | RUS 1000 GRW ETF |
| TESLA INC | 2562 | 1152183 | COM |
| DUKE ENERGY CORP NEW | 9811 | 1149947 | COM NEW |
| BANK AMERICA CORP | 19826 | 1090433 | COM |
| DISNEY WALT CO | 9548 | 1086276 | COM |
| CADENCE DESIGN SYSTEM INC | 3397 | 1061834 | COM |
| NETFLIX INC | 11155 | 1045908 | COM |
| DIMENSIONAL ETF TRUST | 16876 | 1004792 | US TARGETED VLU |
| CORNING INC | 10495 | 918960 | COM |
| AMERICAN EXPRESS CO | 2364 | 874562 | COM |
| UMB FINL CORP | 7402 | 851526 | COM |
| ISHARES TR | 5597 | 832218 | CORE S&P TTL STK |
| ISHARES TR | 2167 | 809244 | RUS 1000 ETF |
| NEXTERA ENERGY INC | 9307 | 747166 | COM |
| UNITEDHEALTH GROUP INC | 2245 | 741097 | COM |
| VANGUARD INDEX FDS | 3812 | 728118 | VALUE ETF |
| MARATHON PETE CORP | 4440 | 722077 | COM |
| INVESCO QQQ TR | 1120 | 688106 | UNIT SER 1 |
| PFIZER INC | 26934 | 670668 | COM |
| DIMENSIONAL ETF TRUST | 9278 | 646403 | US SMALL CAP ETF |
| 3M CO | 3986 | 638159 | COM |
| VANGUARD INDEX FDS | 2447 | 631302 | SMALL CP ETF |
| PALANTIR TECHNOLOGIES INC | 3217 | 571822 | CL A |
| AMERICAN ELEC PWR CO INC | 4930 | 568478 | COM |
| ISHARES TR | 6784 | 559544 | CORE MSCI INTL |
| SELECTQUOTE INC | 391312 | 551750 | COM |
| MCKESSON CORP | 662 | 543032 | COM |
| SPDR INDEX SHS FDS | 11976 | 531854 | PORTFOLIO DEVLPD |
| ISHARES TR | 5467 | 524996 | MSCI EAFE ETF |
| EURONET WORLDWIDE INC | 6888 | 524246 | COM |
| KKR & CO INC | 4029 | 513603 | COM |
| SHELL PLC | 6923 | 508702 | SPON ADS |
| LAM RESEARCH CORP | 2739 | 468862 | COM NEW |
| GE AEROSPACE | 1512 | 465741 | COM NEW |
| YUM BRANDS INC | 3070 | 464430 | COM |
| VANGUARD INDEX FDS | 1520 | 441134 | MID CAP ETF |
| CONOCOPHILLIPS | 4712 | 441046 | COM |
| CISCO SYS INC | 5513 | 424666 | COM |
| VANECK ETF TRUST | 4809 | 412468 | GOLD MINERS ETF |
| RTX CORPORATION | 2236 | 410082 | COM |
| TIMOTHY PLAN | 8906 | 404778 | US LRGMD CP CORE |
| ISHARES TR | 4158 | 400291 | RUS MID CAP ETF |
| ISHARES TR | 4737 | 367248 | EAFE SML CP ETF |
| ADVANCED MICRO DEVICES INC | 1693 | 362573 | COM |
| TIMOTHY PLAN | 8694 | 360366 | U S SM CP CORE |
| MASTERCARD INCORPORATED | 625 | 356800 | CL A |
| HONEYWELL INTL INC | 1796 | 350382 | COM |
| AMGEN INC | 1056 | 345639 | COM |
| US BANCORP DEL | 6351 | 338889 | COM NEW |
| QUALCOMM INC | 1977 | 338166 | COM |
| ISHARES TR | 2718 | 335021 | S&P 500 GRWT ETF |
| ANALOG DEVICES INC | 1209 | 327881 | COM |
| SPDR GOLD TR | 825 | 326956 | GOLD SHS |
| SCHWAB STRATEGIC TR | 9891 | 322638 | US LCAP GR ETF |
| ALLIANT ENERGY CORP | 4779 | 310683 | COM |
| SPDR DOW JONES INDL AVERAGE | 646 | 310448 | UT SER 1 |
| CUMMINS INC | 608 | 310354 | COM |
| BOOKING HOLDINGS INC | 56 | 299898 | COM |
| ISHARES INC | 4418 | 296978 | CORE MSCI EMKT |
| COMMERCE BANCSHARES INC | 5545 | 290248 | COM |
| INTUITIVE SURGICAL INC | 502 | 284313 | COM NEW |
| EVERGY INC | 3915 | 283798 | COM |
| ORACLE CORP | 1456 | 283789 | COM |
| ENERGY TRANSFER L P | 16900 | 278681 | COM UT LTD PTN |
| AMEREN CORP | 2785 | 278068 | COM |
| ARCH CAP GROUP LTD | 13150 | 274116 | ORD |
| IRON MTN INC DEL | 3150 | 262584 | COM |
| MAGNUM ICE CREAM CO NV | 16515 | 261763 | ORD SHS |
| ENTERPRISE PRODS PARTNERS L | 8144 | 261097 | COM |
| BRISTOL-MYERS SQUIBB CO | 4802 | 259020 | COM |
| BANK NOVA SCOTIA HALIFAX | 3414 | 251578 | COM |
| ISHARES BITCOIN TRUST ETF | 5044 | 250435 | SHS BEN INT |
| L3HARRIS TECHNOLOGIES INC | 809 | 237498 | COM |
| VANGUARD WORLD FD | 825 | 237476 | HEALTH CAR ETF |
| WEYERHAEUSER CO MTN BE | 10000 | 236900 | COM NEW |
| SALESFORCE INC | 879 | 232856 | COM |
| CHUBB LIMITED | 740 | 230969 | COM |
| EATON CORP PLC | 717 | 228372 | SHS |
| GSK PLC | 4597 | 225437 | SPONSORED ADR |
| LOWES COS INC | 932 | 224761 | COM |
| LINDE PLC | 525 | 223855 | SHS |
| COLGATE PALMOLIVE CO | 2812 | 222204 | COM |
| SPDR INDEX SHS FDS | 4732 | 221505 | PORTFOLIO EMG MK |
| BRITISH AMERN TOB PLC | 3840 | 217421 | SPONSORED ADR |
| BLACKROCK HEALTH SCIENCES TE | 14250 | 214463 | COM SHS |
| AIR PRODS & CHEMS INC | 864 | 213425 | COM |
| CONSTELLATION BRANDS INC | 1541 | 212596 | CL A |
| TIMOTHY PLAN | 6102 | 211617 | INTL ETF |
| PRINCIPAL FINANCIAL GROUP IN | 2360 | 208176 | COM |
| EA SERIES TRUST | 8931 | 208092 | EA BRIDGEWAY OMN |
| J P MORGAN EXCHANGE TRADED F | 3584 | 205148 | EQUITY PREMIUM |
| CENCORA INC | 600 | 202650 | COM |
| CBIZ INC | 4015 | 202557 | COM |
| TIMOTHY PLAN | 5191 | 200009 | HIG DV STK ETF |
| GOODRX HLDGS INC | 31145 | 84403 | COM CL A |
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