§ 13F · FUND PROFILE
KAVAR CAPITAL PARTNERS GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $695.6T (13F)Positions · 191Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$725.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 1.67M | $44.9T | 6.2% | NEW |
| 2 | FNDX | SCHWAB STRATEGIC TR | 1.58M | $42.9T | 5.9% | NEW |
| 3 | AAPL | APPLE INC | 153K | $41.6T | 5.7% | NEW |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.45M | $34.8T | 4.8% | NEW |
| 5 | GOOGL | ALPHABET INC | 101K | $31.6T | 4.4% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 161K | $30.1T | 4.1% | NEW |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 42K | $20.1T | 2.8% | NEW |
| 8 | MSFT | MICROSOFT CORP | 41K | $20.0T | 2.8% | NEW |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 29K | $16.8T | 2.3% | NEW |
| 10 | JPM | JPMORGAN CHASE & CO. | 45K | $14.4T | 2.0% | NEW |
§ 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 $695597.5 trillion in assets. The fund runs a portfolio of 191 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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