Fund HoldingsKAVAR CAPITAL PARTNERS GROUP, LLC

Total Portfolio Value
$811.56M
Total Bought
$89.83M
Total Sold
$121.26M
Net Transaction
-$31.44M
Filing Period:
Securities
SharesValue ($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 TR1,714,4051,766,011+51,60643,95751,9746.40%+8,016
SCHWAB STRATEGIC TR1,594,2981,650,796+56,49844,40151,3406.33%+6,939
ALPHABET INC(GOOG)99,04698,917-12928,48235,3504.36%+6,868
SCHWAB STRATEGIC TR1,482,3561,538,803+56,44736,68842,6255.25%+5,937
APPLE INC(AAPL)151,533151,324-20938,45843,7875.40%+5,329
ADVANCED MICRO DEVICES INC(AMD)12,13812,015-1232,4696,9800.86%+4,510
NVIDIA CORPORATION(NVDA)160,972161,272+30028,07332,2693.98%+4,195
AMERICAN CENTY ETF TR175,859180,897+5,03814,17117,4552.15%+3,284
ELI LILLY & CO(LLY)3,9045,587+1,6833,5916,7010.83%+3,110
SCHWAB STRATEGIC TR360,945376,253+15,30811,17513,8721.71%+2,698
SCHWAB STRATEGIC TR276,989289,888+12,8998,05510,4741.29%+2,419
VANGUARD INDEX FDS18,583121,681+103,0988,11710,4821.29%+2,365
AMERICAN CENTY ETF TR125,351129,081+3,73013,84816,1041.98%+2,257
ABBVIE INC(ABBV)46,96347,061+9810,21411,8421.46%+1,628
JPMORGAN CHASE & CO(JPM)44,28144,470+18913,02614,5561.79%+1,531
AMERICAN CENTY ETF TR104,826108,993+4,1678,4509,9411.22%+1,491
BERKSHIRE HATHAWAY INC DEL42,32642,370+4419,47520,9152.58%+1,440
ASML HLDG NV
N Y REGISTRY SHS
2,0322,067+352,6844,1120.51%+1,428
AMAZON COM INC(AMZN)38,34539,319+9747,9869,3711.15%+1,385
GOLDMAN SACHS GROUP INC(GS)8,3608,352-87,0728,4471.04%+1,374
INTEL CORP(INTC)19,83515,228-4,6078752,1260.26%+1,251
STATE STR SPDR S&P 500 ETF T(SPY)2,7174,019+1,3021,7673,0020.37%+1,234
CORNING INC(GLW)9,7059,798+931,3202,5030.31%+1,183
FEDEX FGHT HLDG CO INC07,011+7,01101,0590.13%+1,059
INTERNATIONAL BUSINESS MACHS(IBM)23,74624,223+4775,7566,8120.84%+1,056
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)22,28022,391+1116,7347,6820.95%+948
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
49,77049,105-6659,55210,4481.29%+896
MICRON TECHNOLOGY INC(MU)0694+69408010.10%+801
MICROSOFT CORP(MSFT)41,74443,548+1,80415,45216,2442.00%+792
DEERE & CO(DE)9,7379,831+945,4856,2360.77%+751
VANGUARD INDEX FDS27,79627,715-816,0396,7340.83%+696
VANGUARD SPECIALIZED FUNDS31,28531,033-2526,7287,3430.90%+615
VANGUARD INDEX FDS6,6296,632+33,9614,5550.56%+594
LAM RESEARCH CORP(LRCX)2,7572,714-435891,1760.14%+587
ALPHABET INC(GOOG)5,8256,306+4811,6712,2280.27%+557
UBER TECHNOLOGIES INC(UBER)45,33552,878+7,5433,2613,8160.47%+555
AMERICAN CENTY ETF TR64,69467,572+2,8785,4896,0270.74%+539
SYSCO CORP(SYY)23,72726,598+2,8711,6922,2230.27%+531
APPLIED MATLS INC0718+71805190.06%+519
STARBUCKS CORP(SBUX)54,51752,559-1,9584,8845,3710.66%+487
CADENCE DESIGN SYSTEM INC(CDNS)3,7173,985+2681,0331,4960.18%+463
ISHARES TR4,7144,697-173,0793,5180.43%+438
VANGUARD INDEX FDS8,5868,603+172,7553,1830.39%+429
ISHARES TR8,1168,114-22,0132,4380.30%+425
SCHWAB STRATEGIC TR136,439134,489-1,9506,6767,0960.87%+420
JOHNSON & JOHNSON(JNJ)43,68943,615-7410,67911,0771.36%+398
AMERICAN CENTY ETF TR36,12636,086-402,2512,6470.33%+396
KLA CORP(KLAC)01,280+1,28003860.05%+386
THERMO FISHER SCIENTIFIC INC(TMO)28,72228,923+20114,11814,5011.79%+383
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
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
31,25631,260+42,2162,5610.32%+345
HOME DEPOT INC(HD)13,70913,762+534,5094,8540.60%+345
PALO ALTO NETWORKS INC(PANW)01,006+1,00603430.04%+343
EMERSON ELEC CO(EMR)27,44227,505+633,5953,9370.49%+342
SPDR SERIES TRUST
ST STR P500ETF
29,33129,333+22,2452,5780.32%+333
UNITEDHEALTH GROUP INC(UNH)2,2372,239+26059310.11%+325
BROADCOM INC(AVGO)3,9644,085+1211,2271,5430.19%+316
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)56,36957,443+1,0746,4826,7590.83%+277
CISCO SYS INC(CSCO)5,5135,997+4844287040.09%+277
UNILEVER PLC(UL)83,01383,168+1554,7295,0000.62%+271
CVS HEALTH CORP(CVS)02,515+2,51502600.03%+260
TESLA INC(TSLA)2,6462,956+3109841,2430.15%+260
INVESCO QQQ TR1,1261,234+1086509090.11%+259
BANK OF AMER CORP21,04322,255+1,2121,0261,2680.16%+242
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)1,5501,792+2424406700.08%+230
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)601751+1503235360.07%+212
HONEYWELL INTL INC0915+91502050.03%+205
MARVELL TECHNOLOGY INC(MRVL)0686+68602040.03%+204
ISHARES TR21,22721,22701,4331,6370.20%+203
STATE STR SPDR S&P MIDCAP 40(MDY)0288+28802030.02%+203
UMB FINL CORP(UMBF)7,4027,220-1828351,0310.13%+196
TRUIST FINL CORP(TFC)52,82652,423-4032,4282,6120.32%+183
ISHARES TR2,50310,012+7,5091,0671,2430.15%+176
PROCTER & GAMBLE CO(PG)66,36466,498+1349,5869,7511.20%+166
VANGUARD TAX-MANAGED FDS23,66323,551-1121,5161,6780.21%+162
META PLATFORMS INC(META)2,3602,674+3141,3501,5060.19%+156
MERCK & CO INC(MRK)15,86416,019+1551,9082,0580.25%+150
SPDR SERIES TRUST
ST STR P400MID
17,51217,513+11,0371,1830.15%+146
TIMOTHY PLAN9,60611,686+2,0804465880.07%+142
KAYNE ANDERSON BDC INC(KBDC)010,000+10,00001350.02%+135
DIMENSIONAL ETF TRUST
US TARGETED VLU
16,87616,87601,0541,1800.15%+126
QUALCOMM INC(QCOM)1,9331,997+642493690.05%+120
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KAVAR CAPITAL PARTNERS GROUP, LLC — 13F Holdings — Q2 2026 | TickerTrail