KAVAR CAPITAL PARTNERS GROUP, LLC: 13F holdings
CIK 18417662026Q2
| Positions | 204 |
|---|
| Reported value | $811.6m |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 204 (-9 vs prior quarter) |
|---|
| Reported value | $811.6m (+1.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 1,766,011 | $52.0m | 6.4% |
| FNDX SCHWAB STRATEGIC TR | 1,650,796 | $51.3m | 6.3% |
| AAPL APPLE INC | 151,324 | $43.8m | 5.4% |
| SCHF SCHWAB STRATEGIC TR | 1,538,803 | $42.6m | 5.3% |
| GOOGL ALPHABET INC | 98,917 | $35.4m | 4.4% |
| NVDA NVIDIA CORPORATION | 161,272 | $32.3m | 4.0% |
| CAT CATERPILLAR INC | 23,665 | $25.2m | 3.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 42,370 | $20.9m | 2.6% |
| AVEM AMERICAN CENTY ETF TR | 180,897 | $17.5m | 2.2% |
| MSFT MICROSOFT CORP | 43,548 | $16.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1841766")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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