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Narus Financial Partners

Latest statistics and disclosures from Narus Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are GLD, VO, NVDA, VEA, AAPL, and represent 17.85% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: IUS, LLY, AIRR, SJNK, GRID, TIP, XMHQ, SPAB, CIBR, PDBC.
Started 3 new stock positions in AIRR, IUS, LLY.
Reduced shares in these 10 stocks: WMT (-$144M), XLK (-$6.2M), GLD (-$6.0M), NVDA, VTI, VEA, DECK, VOX, PSCT, EFV.
Sold out of its positions in ALSN, AXP, AMP, AMAT, BOX, CSCO, CRWD, DECK, DFUV, DFIS.
Narus Financial Partners was a net seller of stock by $-246M.
Narus Financial Partners has $94M in assets under management (AUM), dropping by -70.68%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Gold Tr Gold Shs (GLD)	4.8	$4.5M	-57%	13k	355.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$3.4M	-33%	12k	293.73	View chart
NVIDIA Corporation (NVDA)	3.3	$3.1M	-59%	17k	186.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.3	$3.1M	-53%	51k	59.92	View chart
Apple (AAPL)	2.9	$2.7M	-43%	11k	254.62	View chart
Select Sector Spdr Tr Technology (XLK)	2.6	$2.5M	-71%	8.7k	281.86	View chart
Wal-Mart Stores (WMT)	2.6	$2.4M	-98%	24k	103.06	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.4	$2.3M		49k	46.41	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	2.4	$2.2M	-10%	78k	28.90	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.2	$2.1M	-4%	27k	78.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.1	$2.0M	-11%	27k	74.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$1.8M	-20%	15k	118.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.9	$1.8M	-18%	2.9k	612.38	View chart
Vanguard Index Fds Value Etf (VTV)	1.9	$1.7M	-37%	9.3k	186.50	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.7	$1.6M	-50%	6.4k	254.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$1.6M	-51%	6.5k	243.08	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.6	$1.5M	-46%	22k	68.46	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.5	$1.4M	-39%	18k	79.93	View chart
Dimensional Etf Trust Short Duration F (DFSD)	1.5	$1.4M	-45%	29k	48.19	View chart
Meta Platforms Cl A (META)	1.5	$1.4M	-45%	1.9k	734.45	View chart
Microsoft Corporation (MSFT)	1.5	$1.4M	-29%	2.6k	517.88	View chart
Vanguard World Comm Srvc Etf (VOX)	1.4	$1.4M	-65%	7.3k	187.73	View chart
Amazon (AMZN)	1.4	$1.4M	-29%	6.2k	219.57	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$1.3M	-65%	19k	67.83	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$1.3M	-31%	2.0k	666.12	View chart
Select Sector Spdr Tr Financial (XLF)	1.3	$1.2M	-65%	23k	53.87	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.2	$1.2M	+2%	27k	42.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$1.2M	-40%	12k	100.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.2	$1.2M	-64%	15k	76.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.2	$1.1M	-68%	21k	53.08	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.1	$1.0M	-3%	11k	100.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.1	$1.0M	-59%	11k	96.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$1.0M	-40%	2.0k	502.61	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$1.0M	-59%	9.4k	106.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.9	$862k	+2%	1.2k	746.63	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.9	$845k	+9%	33k	25.60	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.9	$802k	-61%	18k	44.20	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.8	$792k	+6%	31k	25.85	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.8	$768k	-75%	57k	13.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$765k		1.6k	479.61	View chart
Broadcom (AVGO)	0.8	$751k	-26%	2.3k	329.91	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$728k	-17%	14k	50.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$719k		9.1k	78.91	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.7	$668k		14k	49.03	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.6	$603k	-38%	25k	24.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$586k	-55%	8.1k	72.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$571k	-73%	5.3k	106.78	View chart
Qualcomm (QCOM)	0.6	$569k	-39%	3.4k	166.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$555k	-63%	5.9k	93.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$541k	-57%	10k	54.18	View chart
Healthequity (HQY)	0.5	$516k	-9%	5.4k	94.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$514k	-88%	1.6k	328.10	View chart
International Business Machines (IBM)	0.5	$512k	-25%	1.8k	282.18	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$506k	-69%	3.6k	139.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$504k	-81%	9.9k	51.04	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$494k	-59%	4.9k	99.94	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.5	$492k	-9%	8.6k	57.19	View chart
Tesla Motors (TSLA)	0.5	$481k	-26%	1.1k	444.72	View chart
Visa Com Cl A (V)	0.5	$479k	-17%	1.4k	341.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$479k	-5%	797.00	600.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$476k	-2%	5.7k	84.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$441k		950.00	463.74	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.4	$420k	-3%	7.6k	55.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.4	$416k	-24%	2.4k	174.54	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$410k	-35%	4.3k	95.15	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.4	$408k	NEW	7.4k	55.21	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$408k	-53%	5.2k	78.37	View chart
Costco Wholesale Corporation (COST)	0.4	$403k	-3%	436.00	925.30	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$400k	-7%	8.6k	46.32	View chart
JPMorgan Chase & Co. (JPM)	0.4	$395k	-69%	1.3k	315.43	View chart
Ishares Tr International Sl (ISCF)	0.4	$388k	-15%	9.4k	41.13	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$383k	-79%	1.6k	239.66	View chart
Abbvie (ABBV)	0.4	$377k	-19%	1.6k	231.54	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$374k	+10%	28k	13.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$363k	-53%	4.2k	87.22	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.4	$353k	-69%	13k	26.95	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$345k	+23%	3.3k	104.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$344k	-83%	514.00	668.94	View chart
Wells Fargo & Company (WFC)	0.4	$331k	-25%	3.9k	83.82	View chart
Booking Holdings (BKNG)	0.3	$319k	-18%	59.00	5399.27	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$308k	+30%	2.0k	151.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$308k	-9%	4.6k	67.51	View chart
Adobe Systems Incorporated (ADBE)	0.3	$307k	-26%	870.00	352.65	View chart
Oracle Corporation (ORCL)	0.3	$306k	-84%	1.1k	281.24	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.3	$294k	-41%	3.3k	89.77	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$288k	+31%	2.6k	111.22	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$288k		3.3k	88.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$288k	-22%	1.3k	215.79	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.3	$281k	+16%	3.7k	76.01	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$279k		8.8k	31.84	View chart
Ge Aerospace Com New (GE)	0.3	$277k	-16%	921.00	300.82	View chart
Caterpillar (CAT)	0.3	$272k	-24%	569.00	477.15	View chart
Palantir Technologies Cl A (PLTR)	0.3	$270k	-25%	1.5k	182.42	View chart
McKesson Corporation (MCK)	0.3	$265k	-19%	343.00	772.01	View chart
Netflix (NFLX)	0.3	$264k	-21%	220.00	1198.92	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.3	$263k	-21%	8.7k	30.29	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$256k	-30%	645.00	396.15	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$255k	-3%	5.5k	46.81	View chart
Eli Lilly & Co. (LLY)	0.3	$253k	NEW	331.00	763.00	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$250k		2.5k	99.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$249k	-71%	2.8k	89.39	View chart
AutoZone (AZO)	0.3	$245k	-16%	57.00	4290.25	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$244k	NEW	2.5k	96.68	View chart
UnitedHealth (UNH)	0.3	$241k	-36%	697.00	345.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$240k	-74%	2.7k	89.36	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$240k	-72%	3.0k	81.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$231k		750.00	307.86	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$225k	-7%	2.4k	93.64	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$222k	-51%	2.0k	110.37	View chart
Ishares Msci Jpn Etf New (EWJ)	0.2	$217k	-22%	2.7k	80.21	View chart
NetApp (NTAP)	0.2	$207k	-29%	1.7k	118.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$207k	-40%	4.5k	46.12	View chart
Cigna Corp (CI)	0.2	$207k	-35%	717.00	288.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$204k	-51%	5.6k	36.35	View chart
Nvni Group SHS (NVNI)	0.0	$29k	+71%	35k	0.83	View chart

Past Filings by Narus Financial Partners

SEC 13F filings are viewable for Narus Financial Partners going back to 2016

Narus Financial Partners 2025 Q3 filed Dec. 29, 2025
Narus Financial Partners 2025 Q2 filed July 14, 2025
Narus Financial Partners 2025 Q1 filed April 30, 2025
Narus Financial Partners 2024 Q4 filed Jan. 23, 2025
Narus Financial Partners 2024 Q3 filed Oct. 18, 2024
Narus Financial Partners 2024 Q2 filed July 17, 2024
Narus Financial Partners 2019 Q3 filed May 14, 2024
Narus Financial Partners 2019 Q4 filed May 14, 2024
Narus Financial Partners 2024 Q1 filed April 18, 2024
Narus Financial Partners 2021 Q1 filed March 7, 2024
Narus Financial Partners 2023 Q4 filed Jan. 25, 2024
Narus Financial Partners 2023 Q3 filed Oct. 30, 2023
Narus Financial Partners 2022 Q2 filed Oct. 12, 2023
Narus Financial Partners 2022 Q3 filed Oct. 12, 2023
Narus Financial Partners 2022 Q4 filed Oct. 12, 2023
Narus Financial Partners 2022 Q1 filed Sept. 12, 2023

View all past filings

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