AI Portfolio Summary
In 2026 Q1, KAVAR CAPITAL PARTNERS GROUP, LLC maintained a portfolio of 221 distinct positions. The most significant new addition to the portfolio was VANGUARD BD INDEX FD, which now represents 4.02% of the total fund value. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 1.1%. The fund also reduced its exposure to SCHWAB STRATEGIC TR by 4.8%.
Total Positions
221
Quarter
2026 Q1
Top Holding
FNDX (5.6%)
Top 10 Concentration
38.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 221
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 5.56% | 5.91% |
#1
1
Prev: #2
|
4.7 | 17,673 | 1.1% |
P
S
|
1,594,298 | $44,401,206 |
$22.57
+24.0%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 5.51% | 6.18% |
#2
1
Prev: #1
|
4.2 | 47,608 | 2.9% |
P
S
|
1,714,405 | $43,957,356 |
$20.69
+25.0%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
AAPL
APPLE INC
|
Technology | 4.82% | 5.73% |
#3
Prev: #3
|
3.4 | -1,491 | -1.0% |
P
S
|
151,533 | $38,457,596 |
$159.73
+60.2%
|
2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 4.60% | 4.80% |
#4
Prev: #4
|
2.8 | 32,903 | 2.3% |
P
S
|
1,482,356 | $36,688,303 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BND
VANGUARD BD IND...
|
ETF | 4.02% | — |
#5
Prev: #—
|
5.6 | 435,548 | no change |
NEW
|
435,548 | $32,073,790 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.57% | 4.36% |
#6
1
Prev: #5
|
1.9 | -1,978 | -2.0% |
P
S
|
99,046 | $28,481,593 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.52% | 4.15% |
#7
1
Prev: #6
|
1.9 | -339 | -0.2% |
P
S
|
160,972 | $28,073,468 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 2.47% | — |
#8
Prev: #—
|
4.5 | 380,357 | no change |
NEW
|
380,357 | $19,751,931 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.44% | 2.78% |
#9
2
Prev: #7
|
1.5 | 407 | 1.0% |
P
S
|
42,326 | $19,474,977 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.01% | 1.85% |
#10
1
Prev: #11
|
1.3 | -726 | -3.1% |
P
S
|
22,651 | $16,047,631 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.94% | 2.75% |
#11
3
Prev: #8
|
1.3 | 480 | 1.2% |
P
S
|
41,744 | $15,452,298 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 1.77% | 1.83% |
#12
Prev: #12
|
1.2 | 3,322 | 1.9% |
P
S
|
175,859 | $14,170,691 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.77% | 2.32% |
#13
4
Prev: #9
|
1.2 | -320 | -1.1% |
P
S
|
28,722 | $14,117,814 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.73% | 1.77% |
#14
1
Prev: #13
|
1.2 | -593 | -0.5% |
P
S
|
125,351 | $13,847,524 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.63% | 1.98% |
#15
5
Prev: #10
|
1.2 | -268 | -0.6% |
P
S
|
44,281 | $13,025,641 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AOM
ISHARES TR
|
ETF | 1.54% | — |
#16
Prev: #—
|
4.1 | 259,957 | no change |
NEW
|
259,957 | $12,314,163 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.40% | 1.46% |
#17
1
Prev: #16
|
1.1 | 9,068 | 2.6% |
P
S
|
360,945 | $11,174,847 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.34% | 1.27% |
#18
2
Prev: #20
|
1.0 | -935 | -2.1% |
P
S
|
43,689 | $10,679,217 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.33% | 1.06% |
#19
10
Prev: #29
|
1.0 | -1,148 | -1.8% |
P
S
|
62,596 | $10,620,008 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 1.29% | 1.40% |
#20
3
Prev: #17
|
1.0 | -136 | -0.1% |
P
S
|
111,208 | $10,265,610 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 1.28% | 1.47% |
#21
6
Prev: #15
|
1.0 | 369 | 0.8% |
P
S
|
46,963 | $10,213,914 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.23% | 1.24% |
#22
1
Prev: #21
|
1.0 | -1,756 | -2.2% |
P
S
|
79,104 | $9,831,019 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 1.22% | 1.17% |
#23
2
Prev: #25
|
2.5 | 7,672 | 8.5% |
P
S
|
97,814 | $9,767,754 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 1.20% | 1.32% |
#24
5
Prev: #19
|
1.0 | -277 | -0.4% |
P
S
|
66,364 | $9,585,657 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.20% | 1.37% |
#25
7
Prev: #18
|
1.0 | -2,076 | -4.0% |
P
S
|
49,770 | $9,551,817 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.13% | 1.51% |
#26
12
Prev: #14
|
1.0 | -285 | -0.6% |
P
S
|
47,681 | $9,040,298 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 1.08% | 1.14% |
#27
1
Prev: #26
|
2.4 | 1 | 9.1% |
P
S
|
12 | $8,617,680 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 1.06% | 1.10% |
#28
1
Prev: #27
|
0.9 | -234 | -0.2% |
P
S
|
104,826 | $8,450,036 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.02% | 1.22% |
#29
7
Prev: #22
|
0.9 | 506 | 2.8% |
P
S
|
18,583 | $8,116,685 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 1.01% | 1.05% |
#30
Prev: #30
|
0.9 | 8,317 | 3.1% |
P
S
|
276,989 | $8,054,849 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.00% | 1.20% |
#31
7
Prev: #24
|
0.9 | 637 | 1.7% |
P
S
|
38,345 | $7,986,113 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.89% | 1.01% |
#32
1
Prev: #31
|
1.4 | no change | no change |
P
S
|
8,360 | $7,072,476 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.85% | 0.98% |
#33
Prev: #33
|
0.8 | 1,189 | 1.7% |
P
S
|
72,438 | $6,807,723 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
V
VISA INC
|
Financial Services | 0.84% | 1.07% |
#34
6
Prev: #28
|
0.8 | 172 | 0.8% |
P
S
|
22,280 | $6,733,910 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.84% | 0.98% |
#35
3
Prev: #32
|
0.8 | -1,202 | -3.7% |
P
S
|
31,285 | $6,728,181 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FNDF
SCHWAB STRATEGI...
|
Bond/Debt | 0.84% | 0.89% |
#36
1
Prev: #35
|
0.8 | -6,842 | -4.8% |
P
S
|
136,439 | $6,675,981 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.81% | 1.21% |
#37
14
Prev: #23
|
0.8 | -672 | -1.2% |
P
S
|
56,369 | $6,481,814 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.76% | 0.83% |
#38
2
Prev: #36
|
0.8 | -660 | -2.3% |
P
S
|
27,796 | $6,038,732 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.72% | 0.95% |
#39
5
Prev: #34
|
0.8 | 531 | 2.3% |
P
S
|
23,746 | $5,755,748 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 0.69% | 0.45% |
#40
13
Prev: #53
|
3.3 | 24,671 | 61.6% |
P
S
|
64,694 | $5,488,652 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DE
DEERE & CO
|
Industrials | 0.69% | 0.64% |
#41
Prev: #41
|
0.8 | -218 | -2.2% |
P
S
|
9,737 | $5,484,866 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FDX
FEDEX CORP
|
Industrials | 0.63% | 0.57% |
#42
4
Prev: #46
|
0.8 | -307 | -2.1% |
P
S
|
14,050 | $5,004,329 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SBUX
STARBUCKS CORP
|
Consumer Cyclical | 0.61% | 0.61% |
#43
1
Prev: #42
|
0.7 | 2,122 | 4.1% |
P
S
|
54,517 | $4,884,185 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BTU
PEABODY ENGR CO...
|
Energy | 0.61% | 0.60% |
#44
1
Prev: #43
|
0.7 | 27 | 0.0% |
P
S
|
147,700 | $4,866,715 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.60% | 0.49% |
#45
6
Prev: #51
|
0.7 | -415 | -1.8% |
P
S
|
22,963 | $4,751,016 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 0.59% | 0.77% |
#46
9
Prev: #37
|
0.7 | -2,837 | -3.3% |
P
S
|
83,013 | $4,729,251 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
ARCC
ARES CAPITAL CO...
|
Financial Services | 0.59% | — |
#47
Prev: #—
|
3.7 | 262,319 | no change |
NEW
|
262,319 | $4,726,991 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.57% | 0.51% |
#48
2
Prev: #50
|
0.7 | -130 | -1.7% |
P
S
|
7,532 | $4,552,494 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.56% | 0.67% |
#49
9
Prev: #40
|
0.7 | -468 | -3.3% |
P
S
|
13,709 | $4,508,730 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
STE
STERIS PLC
|
Healthcare | 0.53% | 0.67% |
#50
11
Prev: #39
|
0.7 | -350 | -1.8% |
P
S
|
18,957 | $4,191,961 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 221 holdings