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Stefanie C. Callahan

Kavar Capital Partners Group, Llc

Assets Managed
$811.558M
Holdings
204
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
1.65%(2Q avg: 5.86%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Kavar Capital Partners Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 204 positions.

Assets under management

The assets under management (AUM) of Kavar Capital Partners Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 811.558M in assets, with a quarterly growth rate of 1.65% and a 2-quarter average growth rate of 5.86%. The portfolio is managed by Stefanie C. Callahan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 3.02%
6.41%
$51.974M
1.766M shares@ $29.43 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 3.55%
6.33%
$51.34M
1.651M shares@ $31.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.13%
5.4%
$43.787M
151,324 shares@ $289.36 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 3.81%
5.26%
$42.625M
1.539M shares@ $27.71 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.13%
4.36%
$35.35M
98,917 shares@ $357.38 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.19%
3.98%
$32.269M
161,272 shares@ $200.09 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 4.48%
3.11%
$25.2M
23,665 shares@ $1064.88 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.11%
2.58%
$20.915M
42,370 shares@ $493.63 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 2.87%
2.16%
$17.455M
180,897 shares@ $96.5 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 4.33%
2.01%
$16.244M
43,548 shares@ $373.03 avg price

1-10 of 204