KAVAR CAPITAL PARTNERS GROUP, LLC
214 holdingsFiling period: 2026-03-31Current AUM: $889.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 1.59M | $44.4M | $50.6M | 5.69% | +17.7K | 2026-03-31 |
| 2 | SCHX | SCHWAB STRATEGIC TR | 1.71M | $44.0M | $50.5M | 5.68% | +47.6K | 2026-03-31 |
| 3 | AAPL | APPLE INC | 151.5K | $38.5M | $46.8M | 5.27% | -1,491 | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.48M | $36.7M | $40.7M | 4.57% | +32.9K | 2026-03-31 |
| 5 | BND | VANGUARD BD INDEX FDS | 435.5K | $32.1M | $31.5M | 3.54% | -- | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 99.0K | $28.5M | $35.3M | 3.97% | -1,978 | 2026-03-31 |
| 7 | NVDA | NVIDIA CORPORATION | 161.0K | $28.1M | $32.3M | 3.63% | -339 | 2026-03-31 |
| 8 | BINC | BLACKROCK ETF TRUST II | 380.4K | $19.8M | $19.8M | 2.22% | -- | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 42.3K | $19.5M | $19.5M | 2.19% | +407 | 2026-03-31 |
| 10 | CAT | CATERPILLAR INC | 22.7K | $16.0M | $18.5M | 2.08% | -726 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 41.7K | $15.5M | $19.4M | 2.18% | +480 | 2026-03-31 |
| 12 | AVEM | AMERICAN CENTY ETF TR | 175.9K | $14.2M | $15.7M | 1.77% | +3.3K | 2026-03-31 |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | 28.7K | $14.1M | $16.5M | 1.86% | -320 | 2026-03-31 |
| 14 | AVUV | AMERICAN CENTY ETF TR | 125.4K | $13.8M | $15.7M | 1.77% | -593 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 44.3K | $13.0M | $15.6M | 1.75% | -268 | 2026-03-31 |
| 16 | AOM | ISHARES TR | 260.0K | $12.3M | $12.8M | 1.44% | -- | 2026-03-31 |
| 17 | SCHM | SCHWAB STRATEGIC TR | 360.9K | $11.2M | $12.5M | 1.41% | +9.1K | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 43.7K | $10.7M | $11.2M | 1.26% | -935 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 62.6K | $10.6M | $9.7M | 1.09% | -1,148 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 62.6K | $10.6M | $9.7M | 1.09% | -1,148 | 2026-03-31 |
| 21 | ORLY | OREILLY AUTOMOTIVE INC | 111.2K | $10.3M | $9.9M | 1.12% | -136 | 2026-03-31 |
| 22 | ABBV | ABBVIE INC | 47.0K | $10.2M | $11.8M | 1.33% | +369 | 2026-03-31 |
| 23 | WMT | WALMART INC | 79.1K | $9.8M | $8.8M | 0.99% | -1,756 | 2026-03-31 |
| 24 | AVDV | AMERICAN CENTY ETF TR | 97.8K | $9.8M | $10.2M | 1.15% | +7.7K | 2026-03-31 |
| 25 | PG | PROCTER & GAMBLE CO | 66.4K | $9.6M | $9.6M | 1.08% | -277 | 2026-03-31 |
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