KAVAR CAPITAL PARTNERS GROUP, LLC - Portfolio overview

KAVAR CAPITAL PARTNERS GROUP, LLC has 221 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 5.49%
2. SCHX - SCHWAB STRATEGIC TR, 5.44%
3. AAPL - APPLE INC, 4.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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