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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) |
|---|---|---|---|---|---|
| BLACKSTONE SECD LENDING FD | COMMON STOCK | 09261X102 | — | 43,060 shares | $1,032,572 |
| DISNEY WALT CO | COM | 254687106 | — | 9,042 shares | $948,454 |
| UMB FINL CORP | COM | 902788108 | — | 7,220 shares | $938,672 |
| NETFLIX INC. | COM | 64110L106 | — | 13,422 shares | $933,914 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 29,600 shares | $925,592 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 2,786 shares | $915,229 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 5,497 shares | $914,108 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 2,162 shares | $899,673 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 2,335 shares | $857,132 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 1,150 shares | $851,042 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,686 shares | $816,813 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 3,771 shares | $814,858 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 724 shares | $771,148 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 7,035 shares | $769,488 |
| PFIZER INC | COM | 717081103 | — | 26,282 shares | $749,552 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 9,278 shares | $718,308 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 9,201 shares | $696,884 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,448 shares | $696,439 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 | — | 21,026 shares | $680,191 |
| SHELL PLC | SPON ADS | 780259305 | — | 7,071 shares | $672,099 |
| TIMOTHY PLAN | US LRGMD CP CORE | 887432359 | — | 13,251 shares | $641,083 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 6,156 shares | $639,547 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3,347 shares | $626,056 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 6,784 shares | $607,032 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 11,981 shares | $601,586 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 4,799 shares | $600,590 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 4,958 shares | $588,217 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,842 shares | $575,238 |
| MCKESSON CORP | COM | 58155Q103 | — | 666 shares | $568,637 |
| CISCO SYS INC | COM | 17275R102 | — | 5,081 shares | $546,868 |
| WATERS CORP | COM | 941848103 | — | 1,218 shares | $535,177 |
| COMMERCE BANCSHARES INC | COM | 200525103 | — | 9,632 shares | $527,282 |
| RTX CORPORATION | COM | 75513E101 | — | 2,719 shares | $504,782 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | — | 13,249 shares | $502,137 |
| ANALOG DEVICES INC | COM | 032654105 | — | 1,226 shares | $486,366 |
| TIMOTHY PLAN | U S SM CP CORE | 887432342 | — | 10,759 shares | $480,979 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 14,686 shares | $477,736 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 6,080 shares | $476,794 |
| AMGEN INC | COM | 031162100 | — | 1,118 shares | $471,248 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | — | 5,349 shares | $469,642 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 1,351 shares | $456,408 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,717 shares | $454,576 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 742 shares | $451,477 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 4,158 shares | $443,700 |
| EURONET WORLDWIDE INC | COM | 298736109 | — | 6,882 shares | $432,671 |
| CUMMINS INC | COM | 231021106 | — | 832 shares | $429,786 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 11,891 shares | $427,249 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | — | 3,304 shares | $421,458 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 7,898 shares | $417,496 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,025 shares | $407,243 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 11,390 shares | $405,598 |
| 3M CO | COM | 88579Y101 | — | 2,449 shares | $402,003 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 4,904 shares | $398,032 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 716 shares | $394,853 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 4,560 shares | $390,368 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 4,609 shares | $389,092 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 2,500 shares | $388,000 |
| APPLIED MATLS INC | COM | 038222105 | — | 757 shares | $387,115 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 2,718 shares | $386,663 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 830 shares | $378,778 |
| KKR & CO INC | COM | 48251W104 | — | 4,047 shares | $369,481 |
| QUALCOMM INC | COM | 747525103 | — | 2,007 shares | $369,368 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 2,134 shares | $364,338 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 5,758 shares | $359,299 |
| EATON CORP PLC | SHS | G29183103 | — | 792 shares | $340,330 |
| GOLUB CAP BDC INC | COM | 38173M102 | — | 26,471 shares | $334,325 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 646 shares | $328,523 |
| WISDOMTREE TR | EUROPE SMCP DV | 97717W869 | — | 4,308 shares | $320,756 |
| TIMOTHY PLAN | HIG DV STK ETF | 887432326 | — | 7,891 shares | $320,059 |
| US BANCORP | COM NEW | 902973304 | — | 5,540 shares | $319,990 |
| TIMOTHY PLAN | INTL ETF | 887432334 | — | 8,607 shares | $319,449 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 827 shares | $314,955 |
| PHILLIPS 66 | COM | 718546104 | — | 1,230 shares | $314,031 |
| YUM BRANDS INC | COM | 988498101 | — | 2,285 shares | $311,537 |
| GE VERNOVA INC | COM | 36828A101 | — | 326 shares | $309,922 |
| EVERGY INC | COM | 30034W106 | — | 3,949 shares | $309,760 |
| IRON MTN INC DEL | COM | 46284V101 | — | 2,689 shares | $298,345 |
| SIXTH STREET SPECIALTY LENDI | COM | 83012A109 | — | 16,380 shares | $295,176 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 4,619 shares | $292,383 |
| AMEREN CORP | COM | 023608102 | — | 2,884 shares | $286,621 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,342 shares | $283,081 |
| KAYNE ANDERSON BDC INC | COM SHS | 48662X105 | — | 22,500 shares | $282,600 |
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | — | 118,319 shares | $280,416 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,375 shares | $265,905 |
| MATSON INC | COM | 57686G105 | — | 1,200 shares | $263,568 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 914 shares | $254,302 |
| TEXAS INSTRS INC | COM | 882508104 | — | 904 shares | $253,201 |
| KLA CORP | COM NEW | 482480100 | — | 1,297 shares | $252,824 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 2,943 shares | $251,097 |
| EA SERIES TRUST | BRID OMN SMA ETF | 02072L532 | — | 8,931 shares | $249,703 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 4,733 shares | $244,968 |
| CHUBB LIMITED | COM | H1467J104 | — | 740 shares | $240,685 |
| BLACKROCK HEALTH SCIENCES TE | COM SHS | 09260E105 | — | 14,250 shares | $237,975 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 1,458 shares | $237,523 |
| SALESFORCE INC | COM | 79466L302 | — | 1,025 shares | $235,325 |
| ISHARES TR | US INFRASTRUC | 46435U713 | — | 4,230 shares | $232,777 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 4,888 shares | $231,398 |
| LOWES COS INC | COM | 548661107 | — | 1,253 shares | $230,915 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 1,916 shares | $225,187 |
| CVS HEALTH CORP | COM | 126650100 | — | 2,562 shares | $219,568 |