Fund HoldingsKAVAR CAPITAL PARTNERS GROUP, LLC

Total Portfolio Value
$811.56M
Total Bought
$99.46M
Total Sold
$129.99M
Net Transaction
-$30.54M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CATERPILLAR INC(CAT)22,65123,665+1,01416,04825,2003.11%+9,153
SCHWAB STRATEGIC TR01,766,011+1,766,011051,9746.40%+51,974
SCHWAB STRATEGIC TR1,594,2981,650,796+56,49844,40151,3406.33%+6,939
ALPHABET INC(GOOG)098,917+98,917035,3504.36%+35,350
SCHWAB STRATEGIC TR1,482,3561,538,803+56,44736,68842,6255.25%+5,937
APPLE INC(AAPL)0151,324+151,324043,7875.40%+43,787
ADVANCED MICRO DEVICES INC(AMD)12,13812,015-1232,4696,9800.86%+4,510
NVIDIA CORPORATION(NVDA)0161,272+161,272032,2693.98%+32,269
AMERICAN CENTY ETF TR175,859180,897+5,03814,17117,4552.15%+3,284
ELI LILLY & CO(LLY)05,587+5,58706,7010.83%+6,701
SCHWAB STRATEGIC TR360,945376,253+15,30811,17513,8721.71%+2,698
AMERICAN CENTY ETF TR036,086+36,08602,6470.33%+2,647
SPDR SERIES TRUST
ST STR P500ETF
029,333+29,33302,5780.32%+2,578
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
031,260+31,26002,5610.32%+2,561
SCHWAB STRATEGIC TR276,989289,888+12,8998,05510,4741.29%+2,419
VANGUARD INDEX FDS0121,681+121,681010,4821.29%+10,482
AMERICAN CENTY ETF TR125,351129,081+3,73013,84816,1041.98%+2,257
ABBVIE INC(ABBV)047,061+47,061011,8421.46%+11,842
JPMORGAN CHASE & CO(JPM)044,470+44,470014,5561.79%+14,556
AMERICAN CENTY ETF TR104,826108,993+4,1678,4509,9411.22%+1,491
BERKSHIRE HATHAWAY INC DEL042,370+42,370020,9152.58%+20,915
ASML HLDG NV
N Y REGISTRY SHS
2,0322,067+352,6844,1120.51%+1,428
AMAZON COM INC(AMZN)039,319+39,31909,3711.15%+9,371
GOLDMAN SACHS GROUP INC(GS)08,352+8,35208,4471.04%+8,447
INTEL CORP(INTC)19,83515,228-4,6078752,1260.26%+1,251
STATE STR SPDR S&P 500 ETF T(SPY)04,019+4,01903,0020.37%+3,002
CORNING INC(GLW)9,7059,798+931,3202,5030.31%+1,183
SPDR SERIES TRUST
ST STR P400MID
017,513+17,51301,1830.15%+1,183
FEDEX FGHT HLDG CO INC07,011+7,01101,0590.13%+1,059
INTERNATIONAL BUSINESS MACHS(IBM)024,223+24,22306,8120.84%+6,812
AMERICAN CENTY ETF TR97,814104,566+6,7529,76810,7761.33%+1,008
WASTE MGMT INC DEL(WM)9,40414,207+4,8032,1613,1660.39%+1,006
VISA INC(V)022,391+22,39107,6820.95%+7,682
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
049,105+49,105010,4481.29%+10,448
MICRON TECHNOLOGY INC(MU)0694+69408010.10%+801
MICROSOFT CORP(MSFT)043,548+43,548016,2442.00%+16,244
DEERE & CO(DE)9,7379,831+945,4856,2360.77%+751
VANGUARD INDEX FDS027,715+27,71506,7340.83%+6,734
VANGUARD SPECIALIZED FUNDS031,033+31,03307,3430.90%+7,343
SPDR INDEX SHS FDS
ST STR PO EX ETF
011,981+11,98106040.07%+604
VANGUARD INDEX FDS06,632+6,63204,5550.56%+4,555
LAM RESEARCH CORP(LRCX)2,7572,714-435891,1760.14%+587
ALPHABET INC(GOOG)06,306+6,30602,2280.27%+2,228
UBER TECHNOLOGIES INC(UBER)052,878+52,87803,8160.47%+3,816
AMERICAN CENTY ETF TR64,69467,572+2,8785,4896,0270.74%+539
SYSCO CORP(SYY)026,598+26,59802,2230.27%+2,223
APPLIED MATLS INC0718+71805190.06%+519
STARBUCKS CORP(SBUX)54,51752,559-1,9584,8845,3710.66%+487
CADENCE DESIGN SYSTEM INC(CDNS)03,985+3,98501,4960.18%+1,496
SPDR SERIES TRUST
ST STR SP600 SML
07,897+7,89704550.06%+455
ISHARES TR04,697+4,69703,5180.43%+3,518
VANGUARD INDEX FDS08,603+8,60303,1830.39%+3,183
ISHARES TR08,114+8,11402,4380.30%+2,438
SCHWAB STRATEGIC TR136,439134,489-1,9506,6767,0960.87%+420
JOHNSON & JOHNSON(JNJ)43,68943,615-7410,67911,0771.36%+398
KLA CORP(KLAC)01,280+1,28003860.05%+386
THERMO FISHER SCIENTIFIC INC(TMO)028,923+28,923014,5011.79%+14,501
BERKSHIRE HATHAWAY INC DEL121208,6188,9861.11%+369
COCA COLA CO(KO)48,83350,166+1,3333,7144,0770.50%+363
AMERICAN CENTY ETF TR21,83121,651-1802,4272,7730.34%+346
HOME DEPOT INC(HD)013,762+13,76204,8540.60%+4,854
PALO ALTO NETWORKS INC(PANW)01,006+1,00603430.04%+343
EMERSON ELEC CO(EMR)027,505+27,50503,9370.49%+3,937
UNITEDHEALTH GROUP INC(UNH)02,239+2,23909310.11%+931
BROADCOM INC(AVGO)04,085+4,08501,5430.19%+1,543
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0643+64303070.04%+307
PHILIP MORRIS INTL INC(PM)18,26818,339+713,0203,3180.41%+297
CASEYS GEN STORES INC(CASY)0359+35902850.04%+285
TEXAS INSTRS INC(TXN)0932+93202780.03%+278
BLACKSTONE INC(BX)057,443+57,44306,7590.83%+6,759
CISCO SYS INC(CSCO)05,997+5,99707040.09%+704
UNILEVER PLC(UL)083,168+83,16805,0000.62%+5,000
EA SERIES TRUST
BRID OMN SMA ETF
08,931+8,93102610.03%+261
CVS HEALTH CORP(CVS)02,515+2,51502600.03%+260
TESLA INC(TSLA)02,956+2,95601,2430.15%+1,243
INVESCO QQQ TR01,234+1,23409090.11%+909
SPDR INDEX SHS FDS
ST PORT MARK ETF
04,733+4,73302450.03%+245
BANK OF AMER CORP022,255+22,25501,2680.16%+1,268
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
36,82236,831+91,7842,0260.25%+242
MATSON INC(MATX)01,200+1,20002310.03%+231
TORONTO DOMINION BK ONT(TD)01,899+1,89902310.03%+231
GE AEROSPACE(GE)01,792+1,79206700.08%+670
CROWDSTRIKE HLDGS INC(CRWD)0296+29602260.03%+226
HONEYWELL AEROSPACE INC01,013+1,01302240.03%+224
ILLUMINA INC(ILMN)4,0564,092+365007190.09%+220
ALLSTATE CORP(ALL)0916+91602180.03%+218
ALTRIA GROUP INC(MO)32,34732,665+3182,1352,3500.29%+216
GENERAL DYNAMICS CORP(GD)0608+60802150.03%+215
CUMMINS INC(CMI)0751+75105360.07%+536
HONEYWELL INTL INC0915+91502050.03%+205
MARVELL TECHNOLOGY INC(MRVL)0686+68602040.03%+204
ISHARES TR021,227+21,22701,6370.20%+1,637
STATE STR SPDR S&P MIDCAP 40(MDY)0288+28802030.02%+203
UMB FINL CORP(UMBF)07,220+7,22001,0310.13%+1,031
TRUIST FINL CORP(TFC)052,423+52,42302,6120.32%+2,612
ISHARES TR010,012+10,01201,2430.15%+1,243
PROCTER & GAMBLE CO(PG)066,498+66,49809,7511.20%+9,751
VANGUARD TAX-MANAGED FDS23,66323,551-1121,5161,6780.21%+162
META PLATFORMS INC(META)02,674+2,67401,5060.19%+1,506
MERCK & CO INC(MRK)15,86416,019+1551,9082,0580.25%+150
Page 1 of 1