KAVAR CAPITAL PARTNERS GROUP, LLC

Private Equity

KAVAR CAPITAL PARTNERS GROUP, LLC is a Private Equity based in Leawood, KS led by Charles Harry Dallara, reporting $27.5B in AUM as of Q3 2025 with 38% ETF concentration.

ChairmanCharles Harry Dallara

Portfolio Value: $749.8M
Positions: 186
Top Holding: SCHX at 5.73%
Last Reported: Q3 2025

Address11460 Tomahawk Creek Parkway, Suite 420, Leawood, KS, 66211, United States

Top Holdings

Largest long holdings in KAVAR CAPITAL PARTNERS GROUP, LLC's portfolio (39.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$43.0M	5.73%	+$1.9M Bought	— 1.6M shares	Q4 2020 Held for 4y 11m
2 Schwab Fundamental U.S. Large Company FNDX	ETF ETF	$40.3M	5.38%	+$1.7M Bought	— 1.5M shares	Q4 2020 Held for 4y 11m
3 Apple AAPL	Consumer Electronics Technology	$39.3M	5.24%	-$216.9K Sold	0.00% 154.3K shares	Q4 2020 Held for 4y 11m
4 Schwab International Equity SCHF	ETF ETF	$32.7M	4.36%	+$2.2M Bought	— 1.4M shares	Q4 2020 Held for 4y 11m
5 Nvidia NVDA	Semiconductors Technology	$31.4M	4.19%	-$53.0K Sold	0.00% 168.4K shares	Q4 2020 Held for 4y 11m
6 Vanguard Total Bond Market BND	ETF ETF	$24.9M	3.32%	+$4.6M Bought	— 334.8K shares	Q2 2025 Held for 5 months
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$24.7M	3.29%	+$21.4K Bought	0.00% 101.5K shares	Q4 2020 Held for 4y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$21.2M	2.82%	+$102.0K Bought	0.00% 40.9K shares	Q4 2020 Held for 4y 11m
9 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$20.3M	2.71%	+$64.9K Bought	0.00% 42.3K shares	Q4 2020 Held for 4y 11m
10 BlackRock Flexible Income BINC	ETF ETF	$15.1M	2.01%	+$7.1M Bought	— 283.4K shares	Q2 2025 Held for 5 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in KAVAR CAPITAL PARTNERS GROUP, LLC's latest filing

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Market Value

$749.8M

Prior: $695.6M

Q/Q Change

+7.8%

+$54.2M

Net Flows % of MV

-0.138%

Turnover Ratio

4.03%

New Purchases

2 stocks

$406.0K

Added To

69 stocks

+$28.8M

Sold Out Of

10 stocks

$23.6M

Reduced Holdings

63 stocks

-$6.7M

Increased Positions

Position	Shares Δ	Change
1 Timothy Plan International TPIF	New	0 → 6.1K +$203.7K
2 EA Bridgeway Omni Small-Cap Value BSVO	New	0 → 8.9K +$202.3K
3 BlackRock Flexible Income BINC	+89.57%	149.5K → 283.4K +$7.1M
4 ASML ASML ASML	+76.14%	1.1K → 2.0K +$843.2K
5 Avantis International Small Cap Value AVDV	+56.01%	52.5K → 82.0K +$2.6M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core Moderate Allocation AOM	Sold	267.6K → 0 −$12.3M
2 Vanguard Short-Term Bond BSV	Sold	58.1K → 0 −$4.6M
3 JCPI JPMorgan Inflation Managed Bond JCPI	Sold	44.0K → 0 −$2.1M
4 First Busey Corporation BUSE	Sold	83.4K → 0 −$1.9M
5 Blackstone Secured Lending Fund BXSL	Sold	40.4K → 0 −$1.2M

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Analytics

Portfolio insights and performance metrics for KAVAR CAPITAL PARTNERS GROUP, LLC

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Sector Allocation

ETF

38.10%

Technology

14.90%

Financial Services

11.60%

Healthcare

8.90%

Consumer Cyclical

5.30%

Consumer Defensive

5.10%

Industrials

4.60%

Communication Services

4.30%

Energy

2.90%

Utilities

1.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

38.98%

Large Cap ($10B - $200B)

18.53%

Mid Cap ($2B - $10B)

1.05%

Small Cap ($300M - $2B)

0.15%

Nano Cap (< $50M)

0.03%

N/A (ETF or Unknown)

41.26%

Portfolio Concentration

Top 10 Holdings %

39.06%

Top 20 Holdings %

54.78%

Top 50 Holdings %

80.64%

Top 100 Holdings %

95.24%