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Kavar Capital Partners Group, LLC

CIK:0001841766
Investment Adviser
$1B AUM
187 holdings
Leawood, KS, US
Founded:2003
5 employees
Latest filing:Sep 30, 2025

A wealth management firm in Johnson County, Kansas, focusing on financial markets and planning.

Latest 13F Filing Activity

Kavar Capital Partners Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 187 equity positions with a total 13F market value of $750M. The fund increased holdings in Apple Inc., Blackrock Etf Trust II, Alphabet Inc. among other positions. Kavar Capital Partners Group, LLC reduced exposure to Ishares TR, Vanguard BD Index FDS, J P Morgan Exchange Traded F among others.

Top Buys
A
AAPLAPPLE INC
+$7.5M
B
BINCBLACKROCK ETF TRUST II
+$7.2M
G
GOOGLALPHABET INC
+$6.8M
S
SCHXSCHWAB STRATEGIC TR
+$4.9M
B
BNDVANGUARD BD INDEX FDS
+$4.8M
Top Sells
A
AOMISHARES TR
-$12.3M
B
BSVVANGUARD BD INDEX FDS
-$4.6M
J
JCPIJ P MORGAN EXCHANGE TRADED F
-$2.1M
B
BUSEFIRST BUSEY CORP
-$1.9M
B
BXSLBLACKSTONE SECD LENDING FD
-$1.2M

Top Holdings

S
SCHXSCHWAB STRATEGIC TR
+5.7%$43.0M
F
FNDXSCHWAB STRATEGIC TR
+5.4%$40.3M
A
AAPLAPPLE INC
+5.2%$39.3M
S
SCHFSCHWAB STRATEGIC TR
+4.4%$32.7M
N
NVDANVIDIA CORPORATION
+4.2%$31.4M

Equity Positions (187)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SCHWAB STRATEGIC TR5.73%$43.0M1,631,574$18.81$26.34+$4.9M
SCHWAB STRATEGIC TR5.37%$40.3M1,532,626$20.03$26.30+$4.3M
APPLE INC5.24%$39.3M154,313$163.51$254.63+$7.5M
SCHWAB STRATEGIC TR4.36%$32.7M1,405,701$18.50$23.28+$3.8M
NVIDIA CORPORATION4.19%$31.4M168,367$17.04$186.58+$4.8M

Industry Allocation

ELECTRONIC COMPUTERS
+5.2%
PHARMACEUTICAL PREPARATIONS
+4.5%
SEMICONDUCTORS & RELATED DEVICES
+4.4%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+3.9%
FIRE, MARINE & CASUALTY INSURANCE
+3.8%

Investment Team (2)

NameRoleLocationLinkedIn
Douglas Ciocca
Douglas Ciocca
CEO, Portfolio ManagerLeawood, KS , United States
John Nagle
John Nagle
Chief Investment Officer, PartnerLeawood, KS , United States