Institutional Fund
Kavar Capital Partners Group, LLC
Leawood, KSCIK 18417665 filings on record
Portfolio Value
$798.42M
Q1 2026
Holdings
213
Reported positions
New Buys
34
Opened this quarter
QoQ Change
+10.1%
from $725.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr5.6%
- Schwab Strategic Tr5.5%
- Apple Inc4.8%
- Schwab Strategic Tr4.6%
- Vanguard Bd Index Fds4.0%
- Alphabet Inc3.6%
- Other71.9%
Portfolio Holdings
213 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 1.59M | $44.40M | 5.6% | +17.7K | Added |
| 2 | Schwab Strategic Tr | 1.71M | $43.96M | 5.5% | +47.6K | Added |
| 3 | Apple Inc | 151.5K | $38.46M | 4.8% | −1.5K | Reduced |
| 4 | Schwab Strategic Tr | 1.48M | $36.69M | 4.6% | +32.9K | Added |
| 5 | Vanguard Bd Index Fds | 435.5K | $32.07M | 4.0% | +435.5K | New |
| 6 | Alphabet Inc | 99.0K | $28.48M | 3.6% | −2.0K | Reduced |
| 7 | Nvidia Corporation | 161.0K | $28.07M | 3.5% | −339 | Reduced |
| 8 | Blackrock ETF Trust II | 380.4K | $19.75M | 2.5% | +380.4K | New |
| 9 | Berkshire Hathaway Inc Del | 42.3K | $19.47M | 2.4% | +407 | Added |
| 10 | Caterpillar Inc | 22.7K | $16.05M | 2.0% | −726 | Reduced |
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