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Filers›Holding Co.›KAVAR CAPITAL PARTNERS GROUP, LLC
DOSSIER · 13F-HR · Q1 2026

KAVAR CAPITAL PARTNERS GROUP, LLC

KAVAR's holding co. based in Boston, MA — $798M in tracked AUM across 213 positions as of Q1 2026.

K
KAVAR·Boston, MA·Holding Co.
CIK 0001841766 · last filed Mar 31, 2026
Total AUM
$798M
▲ 11.4%
vs prior
Holdings
213
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
39% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Kavar Capital Partners Group, LLC has reported a significant expansion in its portfolio management operations during the quarter ending December 31, 2025. The total portfolio value surged by 238.3%, growing from $214.47 million to $725.46 million. This dramatic increase in Assets Under Management (AUM) suggests substantial capital inflows or a consolidation of reporting entities.

The portfolio demonstrates a high degree of diversification, holding 187 positions. ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$44M1.6M5.6%
02
SCHX
SCHWAB STRATEGIC TR
$44M1.7M5.5%
03
AAPL
APPLE INC
$38M152K4.8%
04
SCHF
SCHWAB STRATEGIC TR
$37M1.5M4.6%
05
BND
VANGUARD BD INDEX FDS
$32M436K4.0%
06
GOOGL
ALPHABET INC
$28M99K3.6%
07
NVDA
NVIDIA CORPORATION
$28M161K3.5%
08
BINC
BLACKROCK ETF TRUST II
$20M380K2.5%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$19M42K2.4%
10
CAT
CATERPILLAR INC
$16M23K2.0%

Filing history

Filing history loading…
AI Agent · grounded in KAVAR
haiku-4-5 · 213 positions indexed
Sector mix
  • Tech39%
  • Financials27%
  • Health Care6%
  • Communications18%
  • Industrials8%
  • Other2%
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