StockDriftsStockDriftsTop 50 Kavar Capital Partners Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 5.56% | 1.59M | $44.4M | +1.12%(+17.67K) | $20.06(+50.51%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.51% | 1.71M | $44.0M | +2.86%(+47.61K) | $18.44(+54.56%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.82% | 151.5K | $38.5M | -0.97%(-1.49K) | $154.48(+83.96%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 4.6% | 1.48M | $36.7M | +2.27%(+32.90K) | $18.15(+46.84%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.02% | 435.5K | $32.1M | new | $74.38(-1.54%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.57% | 99.0K | $28.5M | -1.96%(-1.98K) | $111.15(+249.46%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.52% | 161.0K | $28.1M | -0.21%(-339) | $17.02(+1054.42%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 2.47% | 380.4K | $19.8M | new | $52.69(-1.12%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.44% | 42.3K | $19.5M | +0.97%(+407) | $273.48(+70.22%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.01% | 22.7K | $16.0M | -3.11%(-726) | $250.14(+261.63%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.05% | +48.37% |
| Top 20 Holdings Unweighted | +14.33% | +49.44% |
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