§ 13F · FUND PROFILE
KAVAR CAPITAL PARTNERS GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $696M (13F)Positions · 191Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$84M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 1.59M | $44M | 5.6% | +1% |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.71M | $44M | 5.5% | +3% |
| 3 | AAPL | APPLE INC | 152K | $38M | 4.8% | −1% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.48M | $37M | 4.6% | +2% |
| 5 | BND | VANGUARD BD INDEX FDS | 436K | $32M | 4.0% | NEW |
| 6 | GOOGL | ALPHABET INC | 99K | $28M | 3.6% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 161K | $28M | 3.5% | ±0% |
| 8 | BINC | BLACKROCK ETF TRUST II | 380K | $20M | 2.5% | NEW |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $19M | 2.4% | +1% |
| 10 | CAT | CATERPILLAR INC | 23K | $16M | 2.0% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KAVAR SIGNAL
AC read
KAVAR CAPITAL PARTNERS GROUP, LLC is a Other fund managing $696 million in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed