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KAVAR CAPITAL PARTNERS GROUP, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $859,734,264
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $54,031,797
- SCHWAB STRATEGIC TR · FUNDAMENTAL US L · 808524771 · shares: $53,353,190
- APPLE INC · COM · 037833100 · shares: $51,182,654
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $44,660,528
- NVIDIA CORPORATION · COM · 67066G104 · shares: $37,936,366
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $33,832,900
- MICROSOFT CORP · COM · 594918104 · shares: $22,136,874
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $20,626,248
- CATERPILLAR INC · COM · 149123101 · shares: $20,058,691
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $19,383,145
Reported holdings
211 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 1,801,060 shares | $54,031,797 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 1,695,367 shares | $53,353,190 |
| APPLE INC | COM | 037833100 | — | 153,692 shares | $51,182,654 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1,625,793 shares | $44,660,528 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 166,111 shares | $37,936,366 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 98,329 shares | $33,832,900 |
| MICROSOFT CORP | COM | 594918104 | — | 43,160 shares | $22,136,874 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 41,991 shares | $20,626,248 |
| CATERPILLAR INC | COM | 149123101 | — | 24,740 shares | $20,058,691 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 28,714 shares | $19,383,145 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 191,690 shares | $18,022,728 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 130,608 shares | $15,381,709 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 45,801 shares | $15,152,264 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 384,580 shares | $13,083,423 |
| ABBVIE INC | COM | 00287Y109 | — | 48,147 shares | $12,594,882 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 113,000 shares | $12,359,909 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 43,822 shares | $11,601,420 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 126,878 shares | $11,474,819 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 126,889 shares | $11,433,977 |
| DANAHER CORP DEL | COM | 235851102 | — | 47,598 shares | $10,545,415 |
| AMAZON COM INC | COM | 023135106 | — | 41,358 shares | $10,304,346 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 62,510 shares | $10,173,484 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 119,690 shares | $10,168,883 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 48,716 shares | $10,133,873 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 297,204 shares | $9,697,763 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 112,586 shares | $9,615,970 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 66,120 shares | $9,605,918 |
| WALMART INC | COM | 931142103 | — | 87,945 shares | $9,139,278 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 12 shares | $8,964,060 |
| VISA INC | COM CL A | 92826C839 | — | 22,432 shares | $8,060,501 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 8,376 shares | $7,541,415 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 74,965 shares | $7,327,079 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 30,983 shares | $7,228,758 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 134,035 shares | $7,204,362 |
| DEERE & CO | COM | 244199105 | — | 10,126 shares | $6,800,165 |
| ELI LILLY & CO | COM | 532457108 | — | 5,646 shares | $6,532,944 |
| BLACKSTONE INC | COM | 09260D107 | — | 57,719 shares | $6,469,677 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 27,573 shares | $6,370,195 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | — | 67,522 shares | $6,084,380 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 24,634 shares | $5,417,704 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 8,691 shares | $5,316,806 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 81,981 shares | $4,978,697 |
| STARBUCKS CORP | COM | 855244109 | — | 52,388 shares | $4,922,418 |
| CHEVRON CORPORATION | COM | 166764100 | — | 23,492 shares | $4,797,242 |
| ARES CAPITAL CORP | COM | 04010L103 | — | 241,998 shares | $4,622,171 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 6,224 shares | $4,362,399 |
| COCA COLA CO | COM | 191216100 | — | 50,204 shares | $4,321,591 |
| EMERSON ELEC CO | COM | 291011104 | — | 27,385 shares | $4,247,461 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 8,021 shares | $4,084,585 |
| FEDEX CORP | COM | 31428X106 | — | 13,950 shares | $3,977,006 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 39,781 shares | $3,931,537 |
| STERIS PLC | SHS USD | G8473T100 | — | 18,405 shares | $3,865,234 |
| HOME DEPOT INC | COM | 437076102 | — | 13,407 shares | $3,814,266 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 2,078 shares | $3,764,650 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 54,330 shares | $3,722,148 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 4,749 shares | $3,637,231 |
| PEABODY ENGR CORP | COM | 704551100 | — | 147,735 shares | $3,603,257 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 18,368 shares | $3,504,989 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 12,375 shares | $3,329,348 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 8,784 shares | $3,287,359 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,827 shares | $2,918,917 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 22,427 shares | $2,872,727 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 13,967 shares | $2,848,172 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 49,234 shares | $2,846,694 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 29,335 shares | $2,633,153 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 11,228 shares | $2,616,910 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 31,264 shares | $2,595,878 |
| AMERICAN CENTY ETF TR | AVAN US SMAL ETF | 025072323 | — | 35,952 shares | $2,485,719 |
| PEPSICO INC | COM | 713448108 | — | 18,913 shares | $2,396,691 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 51,633 shares | $2,390,597 |
| MCDONALDS CORP | COM | 580135101 | — | 10,336 shares | $2,387,014 |
| MERCK & CO INC | COM | 58933Y105 | — | 15,987 shares | $2,323,128 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 6,701 shares | $2,283,299 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 8,119 shares | $2,256,275 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 32,698 shares | $2,201,855 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,387 shares | $2,173,009 |
| SYSCO CORP | COM | 871829107 | — | 26,880 shares | $2,095,548 |
| SOUTHERN CO | COM | 842587107 | — | 25,253 shares | $2,093,221 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 36,840 shares | $2,026,195 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,720 shares | $1,972,510 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 7,189 shares | $1,855,090 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 10,270 shares | $1,838,330 |
| BP PLC | SPONSORED ADR | 055622104 | — | 41,686 shares | $1,833,771 |
| SPIRE INC | COM | 84857L101 | — | 22,862 shares | $1,739,595 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 23,552 shares | $1,662,995 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 35,395 shares | $1,623,579 |
| CORNING INC | COM | 219350105 | — | 10,000 shares | $1,537,525 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 21,214 shares | $1,526,347 |
| INTEL CORP | COM | 458140100 | — | 12,476 shares | $1,500,018 |
| BROADCOM INC | COM | 11135F101 | — | 4,137 shares | $1,452,873 |
| MARATHON PETE CORP | COM | 56585A102 | — | 3,571 shares | $1,412,045 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 4,141 shares | $1,367,296 |
| BANK OF AMER CORP | COM | 060505104 | — | 23,084 shares | $1,256,459 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 10,012 shares | $1,254,103 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 60,269 shares | $1,191,518 |
| ILLUMINA INC | COM | 452327109 | — | 4,097 shares | $1,121,267 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 16,876 shares | $1,121,236 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 17,431 shares | $1,098,878 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 9,250 shares | $1,054,593 |
| TESLA INC | COM | 88160R101 | — | 2,946 shares | $1,045,270 |