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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 WMT, GLD, XLK, NVDA, VEA, and represent 52.77% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: XLK, XLY, XLU, XLE, NFLX, CVX, CRWV, AMGN, BLD, ZION.
Started 4 new stock positions in CRWV, AMGN, ZION, BLD.
Reduced shares in these 10 stocks: WMT (-$12M), DECK, DBO, VTV, DOW, JMST, IBIT, , FBTC, SIGI.
Sold out of its positions in DOCU, DOW, FBTC, IBIT, LOW, MELI, PANW, PYPL, GWX, SIGI. SFM, OLED.
Narus Financial Partners was a net seller of stock by $-13M.
Narus Financial Partners has $363M in assets under management (AUM), dropping by -0.69%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 160 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	42.4	$154M	-7%	1.4M	111.41	View chart
Spdr Gold Tr Gold Shs (GLD)	3.6	$13M		33k	396.31	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.6	$9.4M	+97%	65k	143.97	View chart
NVIDIA Corporation (NVDA)	2.2	$7.9M		42k	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$7.3M		117k	62.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$5.5M	-2%	19k	290.21	View chart
Apple (AAPL)	1.5	$5.4M		20k	271.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$4.8M		14k	335.26	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$4.4M		61k	71.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$4.1M		13k	313.00	View chart
Vanguard World Comm Srvc Etf (VOX)	1.1	$4.0M		21k	193.63	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$3.6M	-3%	65k	54.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	0.9	$3.4M	-2%	61k	56.61	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$3.3M		43k	77.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.2M	-6%	12k	257.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.9M		42k	69.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.8M		29k	96.27	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$2.8M	-2%	26k	107.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.7M	-2%	4.3k	627.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.6M	-18%	13k	190.99	View chart
Meta Platforms Cl A (META)	0.7	$2.6M	+5%	3.9k	660.14	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$2.6M		55k	46.29	View chart
Spdr Series Trust State Street Spd (SPTI)	0.7	$2.5M		88k	28.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$2.5M		4.1k	614.37	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.4M		23k	106.70	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.7	$2.4M		51k	46.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$2.4M		32k	74.07	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$2.3M		29k	80.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.3M	-2%	19k	120.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.3M		3.4k	684.85	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$2.2M	-6%	47k	47.95	View chart
Amazon (AMZN)	0.6	$2.2M	+2%	9.4k	230.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$2.2M		27k	79.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$2.1M	-2%	3.0k	681.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$2.0M	+2%	20k	99.88	View chart
Microsoft Corporation (MSFT)	0.5	$2.0M		4.1k	483.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$1.9M		13k	154.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$1.8M	-18%	35k	50.94	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.5	$1.7M	+99%	15k	119.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7M		3.4k	502.65	View chart
International Business Machines (IBM)	0.5	$1.6M		5.5k	296.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.6M		20k	81.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.6M	-11%	17k	96.03	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.4	$1.6M	-39%	132k	12.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.5M		17k	87.16	View chart
Oracle Corporation (ORCL)	0.4	$1.5M	+2%	7.6k	194.91	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.4	$1.5M		29k	51.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.4M		26k	53.76	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.3M		4.2k	322.22	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.3M		41k	32.94	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$1.3M		12k	105.00	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.3M		12k	102.54	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.2M		28k	44.41	View chart
Broadcom (AVGO)	0.3	$1.2M		3.4k	346.07	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$1.2M		12k	99.94	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$1.1M		41k	26.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M		20k	50.59	View chart
Qualcomm (QCOM)	0.3	$987k		5.8k	171.04	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$974k		40k	24.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$970k	+5%	1.3k	753.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$955k		3.9k	246.17	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$934k		12k	80.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$921k	-20%	7.7k	120.34	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$846k		5.1k	165.81	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$833k		33k	25.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$823k	+75%	18k	44.71	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$808k	+3%	31k	25.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$805k		1.7k	487.86	View chart
Kla Corp Com New (KLAC)	0.2	$800k		658.00	1215.08	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$791k		17k	46.59	View chart
Tesla Motors (TSLA)	0.2	$782k	+10%	1.7k	449.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$776k	-3%	9.9k	78.81	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$764k	-22%	9.8k	77.68	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$755k		1.00	754800.00	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$743k	+98%	17k	42.69	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$736k		15k	48.70	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$716k	+5%	7.5k	95.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$688k		7.2k	96.16	View chart
Visa Com Cl A (V)	0.2	$653k		1.9k	350.72	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$647k	-9%	3.6k	177.37	View chart
Northrop Grumman Corporation (NOC)	0.2	$627k		1.1k	570.21	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$597k		5.2k	113.92	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$594k		5.4k	110.25	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$583k	+9%	7.0k	83.75	View chart
UnitedHealth (UNH)	0.2	$576k	+5%	1.7k	330.17	View chart
Wells Fargo & Company (WFC)	0.2	$562k		6.0k	93.20	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$555k		9.6k	58.12	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$554k	-5%	9.6k	57.91	View chart
Eli Lilly & Co. (LLY)	0.1	$529k	+23%	492.00	1074.68	View chart
Booking Holdings (BKNG)	0.1	$525k	-3%	98.00	5355.33	View chart
Chevron Corporation (CVX)	0.1	$519k	+152%	3.4k	152.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$518k	+7%	2.9k	177.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$517k	-2%	2.4k	211.79	View chart
Ishares Tr International Sl (ISCF)	0.1	$516k		12k	41.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$515k		1.7k	303.89	View chart
Caterpillar (CAT)	0.1	$514k	+9%	898.00	572.87	View chart
Abbvie (ABBV)	0.1	$481k		2.1k	228.49	View chart
Emcor (EME)	0.1	$478k		782.00	611.79	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$471k	+2%	8.2k	57.16	View chart
TJX Companies (TJX)	0.1	$468k	+2%	3.0k	153.61	View chart
Healthequity (HQY)	0.1	$453k	-16%	4.9k	91.61	View chart
Adobe Systems Incorporated (ADBE)	0.1	$443k	-7%	1.3k	349.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$438k		8.7k	50.29	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$435k		7.6k	56.81	View chart
Costco Wholesale Corporation (COST)	0.1	$434k		503.00	862.98	View chart
Deckers Outdoor Corporation (DECK)	0.1	$428k	-75%	4.1k	103.67	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$424k	+2%	11k	37.40	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$420k	+4%	1.1k	393.92	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$411k		8.8k	46.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$409k		8.2k	49.90	View chart
Applied Materials (AMAT)	0.1	$409k	+3%	1.6k	256.99	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$404k	+3%	3.9k	102.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$403k	-7%	1.8k	219.78	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$400k	+2%	30k	13.25	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$391k	+4%	2.6k	153.03	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$390k		10k	38.11	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$381k	-3%	5.6k	68.36	View chart
Vanguard World Health Car Etf (VHT)	0.1	$375k	-8%	1.3k	287.85	View chart
Ge Aerospace Com New (GE)	0.1	$364k	+3%	1.2k	308.05	View chart
McKesson Corporation (MCK)	0.1	$362k		441.00	820.29	View chart
American Express Company (AXP)	0.1	$361k	+6%	976.00	369.95	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$361k	+2%	4.5k	80.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$360k		1.1k	313.70	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$359k		4.9k	72.68	View chart
Bristol Myers Squibb (BMY)	0.1	$357k		6.6k	53.94	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$352k	+2%	4.9k	71.44	View chart
Netflix (NFLX)	0.1	$348k	+1031%	3.7k	93.76	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$336k	-26%	700.00	480.57	View chart
Evercore Class A (EVR)	0.1	$333k		979.00	340.25	View chart
Cisco Systems (CSCO)	0.1	$327k	+2%	4.2k	77.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$317k		3.2k	98.32	View chart
Valero Energy Corporation (VLO)	0.1	$315k		1.9k	162.79	View chart
Ameriprise Financial (AMP)	0.1	$315k	-9%	642.00	490.34	View chart
Cigna Corp (CI)	0.1	$307k	-15%	1.1k	275.23	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$306k		2.2k	139.16	View chart
Novartis Sponsored Adr (NVS)	0.1	$302k		2.2k	137.87	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$296k		3.3k	90.97	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$280k		2.4k	117.73	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$280k	-10%	8.5k	32.89	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$272k		5.8k	46.81	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$270k		8.0k	33.90	View chart
Travelers Companies (TRV)	0.1	$264k		910.00	290.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$262k		559.00	468.76	View chart
At&t (T)	0.1	$260k		11k	24.84	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$257k		2.3k	109.91	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$255k	-3%	8.4k	30.20	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$243k		2.6k	92.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$236k		750.00	314.80	View chart
NetApp (NTAP)	0.1	$233k	-18%	2.2k	107.09	View chart
Coreweave Com Cl A (CRWV)	0.1	$231k	NEW	3.2k	71.61	View chart
General Dynamics Corporation (GD)	0.1	$228k	-8%	678.00	336.56	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)	0.1	$226k		5.4k	42.09	View chart
Shell Spon Ads (SHEL)	0.1	$223k		3.0k	73.48	View chart
Amgen (AMGN)	0.1	$218k	NEW	666.00	327.31	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$214k		4.2k	50.86	View chart
AutoZone (AZO)	0.1	$214k	-11%	63.00	3391.51	View chart
Topbuild (BLD)	0.1	$209k	NEW	500.00	417.19	View chart
Zions Bancorporation (ZION)	0.1	$202k	NEW	3.5k	58.54	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$202k		2.0k	100.83	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$132k		10k	13.21	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 restated filed Feb. 9, 2026
Narus Financial Partners 2025 Q4 filed Feb. 9, 2026
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

View all past filings

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