DOSSIER · 13F-HR · Q2 2026

KAVAR CAPITAL PARTNERS GROUP, LLC

$812M in tracked AUM across 204 positions as of Q2 2026.

KC
CIK 0001841766 · last filed Jun 30, 2026
Total AUM
$812M
as of Q2 2026
Holdings
204
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 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. ...

Key Holdings

The portfolio is characterized by a "core and satellite" structure. The top ten holdings account for approximately 37.3% of the total portfolio value, indicating a focused upper tier.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHX
SCHWAB STRATEGIC TR
$52M1.8M6.4%
02
FNDX
SCHWAB STRATEGIC TR
$51M1.7M6.3%
03
AAPL
APPLE INC
$44M151K5.4%
04
SCHF
SCHWAB STRATEGIC TR
$43M1.5M5.3%
05
GOOGL
ALPHABET INC
$35M99K4.4%
06
NVDA
NVIDIA CORPORATION
$32M161K4.0%
07
CAT
CATERPILLAR INC
$25M24K3.1%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$21M42K2.6%
09
AVEM
AMERICAN CENTY ETF TR
$17M181K2.2%
10
MSFT
MICROSOFT CORP
$16M44K2.0%

Filing history

2026Q2Jun 30
$812M 1.6%
204 positionsView →
2026Q1Mar 31
$798M 10.1%
213 positionsView →
2025Q4Dec 31
$725M 3.3%
187 positionsView →
2025Q3Sep 30
$750M 7.8%
187 positionsView →
2025Q2Jun 30
$696M 15.9%
191 positionsLocked
2025Q1Mar 31
$600M 1.4%
177 positionsLocked
2024Q4Dec 31
$592M 6.4%
175 positionsLocked
2024Q3Sep 30
$632M 14.0%
180 positionsLocked
2024Q2Jun 30
$555M 2.4%
163 positionsLocked
2024Q1Mar 31
$542M 39.4%
158 positionsLocked
2023Q4Dec 31
$895M 94.2%
281 positionsLocked
2023Q3Sep 30
$461M 1.8%
154 positionsLocked
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