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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 52.63% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: GLD, XLK, XLV, XLP, JMST, NFLX, SJNK, NVDA, SPTL, DOCU.
Started 19 new stock positions in NVNI, FBTC, PLTR, IYZ, CSCO, VHT, CRWD, DOCU, VV, NFLX. GRID, TSM, EFG, PANW, CAT, FLOT, CIBR, EVR, FLMI.
Reduced shares in these 10 stocks: DECK, PSCT, VB, BND, EFA, DFAS, PSCD, , IJR, IWR.
Sold out of its positions in AMGN, NVDU, MSTU, PSCD, XSHQ, MMC, MSTR, MUSA, KRE, XLI. MSTX.
Narus Financial Partners was a net seller of stock by $-1.0M.
Narus Financial Partners has $320M in assets under management (AUM), dropping by 8.97%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 157 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	43.4	$139M		1.4M	97.78	View chart
Spdr Gold Tr Gold Shs (GLD)	2.8	$9.0M	+19%	30k	304.83	View chart
Select Sector Spdr Tr Technology (XLK)	2.4	$7.8M	+15%	31k	253.23	View chart
NVIDIA Corporation (NVDA)	2.0	$6.4M	+6%	41k	157.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$6.3M		110k	57.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$4.9M		18k	279.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$4.3M	+2%	14k	303.92	View chart
Apple (AAPL)	1.2	$3.8M	+5%	19k	205.17	View chart
Vanguard World Comm Srvc Etf (VOX)	1.1	$3.6M	-7%	21k	171.03	View chart
Select Sector Spdr Tr Financial (XLF)	1.1	$3.5M		68k	52.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$3.5M	+4%	56k	63.48	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.0	$3.1M	-29%	68k	46.24	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	1.0	$3.1M	-6%	234k	13.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$3.1M	-24%	13k	236.97	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$3.1M	-9%	42k	72.68	View chart
Deckers Outdoor Corporation (DECK)	0.9	$2.7M	-36%	27k	103.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$2.7M	+16%	54k	50.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.7M	-16%	42k	63.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$2.6M	+5%	15k	176.74	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.8	$2.6M	-4%	54k	48.01	View chart
Meta Platforms Cl A (META)	0.8	$2.6M		3.5k	738.13	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.8	$2.5M	+4%	87k	28.77	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$2.5M	-15%	27k	91.97	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$2.4M	+13%	23k	104.48	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$2.4M		30k	79.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$2.4M		13k	176.24	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$2.3M	-8%	49k	46.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.3M	-24%	31k	73.63	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.7	$2.3M	+9%	48k	47.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.7	$2.1M		20k	106.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.1M	-18%	19k	109.29	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$2.0M	+4%	28k	72.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$2.0M	-15%	3.5k	568.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.9M		3.1k	620.84	View chart
Amazon (AMZN)	0.6	$1.9M	+2%	8.8k	219.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$1.9M		19k	99.20	View chart
Microsoft Corporation (MSFT)	0.6	$1.9M	+4%	3.7k	497.46	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.8M		2.9k	617.88	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.5	$1.7M	-19%	7.8k	217.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.7M	+10%	3.4k	485.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$1.6M	+72%	12k	134.78	View chart
Oracle Corporation (ORCL)	0.5	$1.6M		7.2k	218.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$1.4M	-29%	16k	89.39	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.2M		4.1k	289.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.2M		24k	49.46	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$1.2M		12k	94.63	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.4	$1.1M	+43%	43k	26.58	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.1M	+12%	18k	62.36	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$1.1M		12k	92.34	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$1.1M	+24%	11k	100.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$1.1M	+3%	27k	40.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.3	$1.1M	-13%	36k	29.84	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$955k	-5%	40k	23.85	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.3	$912k	+191%	11k	80.97	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$905k	-16%	11k	84.81	View chart
Qualcomm (QCOM)	0.3	$900k	+9%	5.6k	159.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$886k	-22%	18k	50.68	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$880k	-19%	11k	80.65	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$878k	+3%	18k	50.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$869k	+2%	9.8k	88.25	View chart
Broadcom (AVGO)	0.3	$852k		3.1k	275.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$835k	-8%	3.9k	215.79	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$770k		5.1k	150.87	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$769k	-7%	8.0k	95.77	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.2	$767k	+94%	30k	25.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$748k	-9%	1.1k	663.28	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$735k	+15%	29k	25.60	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$730k	+11%	8.9k	81.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$720k		9.1k	78.70	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$718k	+2%	17k	42.28	View chart
International Business Machines (IBM)	0.2	$716k		2.4k	294.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$691k	+40%	1.6k	438.40	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$671k	+14%	14k	48.62	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$631k	+2%	6.7k	93.89	View chart
Healthequity (HQY)	0.2	$628k	+3%	6.0k	104.76	View chart
Visa Com Cl A (V)	0.2	$607k	-4%	1.7k	354.95	View chart
Kla Corp Com New (KLAC)	0.2	$589k		658.00	895.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$565k	+4%	12k	49.03	View chart
Sprouts Fmrs Mkt (SFM)	0.2	$564k	-7%	3.4k	164.64	View chart
Northrop Grumman Corporation (NOC)	0.2	$550k		1.1k	499.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$528k	+41%	9.7k	54.40	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$516k	-21%	3.1k	164.43	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$515k	+2%	9.5k	54.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$481k	+20%	5.8k	82.92	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$471k	+9%	5.5k	84.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$466k		845.00	551.35	View chart
Tesla Motors (TSLA)	0.1	$464k	+58%	1.5k	317.66	View chart
Adobe Systems Incorporated (ADBE)	0.1	$460k	+81%	1.2k	386.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$452k	+9%	2.3k	195.04	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$452k	-16%	4.1k	109.70	View chart
Costco Wholesale Corporation (COST)	0.1	$446k		451.00	989.60	View chart
Ishares Tr International Sl (ISCF)	0.1	$434k	-4%	11k	38.77	View chart
Wells Fargo & Company (WFC)	0.1	$426k	+6%	5.3k	80.12	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$419k	-5%	950.00	440.65	View chart
Booking Holdings (BKNG)	0.1	$417k	-6%	72.00	5789.24	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$411k		7.9k	52.34	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$399k	-8%	9.4k	42.60	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$399k		11k	37.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$398k	+2%	12k	34.57	View chart
Emcor (EME)	0.1	$391k	+11%	731.00	534.89	View chart
TJX Companies (TJX)	0.1	$376k	+15%	3.0k	123.49	View chart
Abbvie (ABBV)	0.1	$375k		2.0k	185.62	View chart
Netflix (NFLX)	0.1	$374k	NEW	279.00	1339.13	View chart
Cigna Corp (CI)	0.1	$370k	-8%	1.1k	330.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$355k	+2%	1.7k	204.67	View chart
Ameriprise Financial (AMP)	0.1	$354k	-9%	664.00	533.73	View chart
UnitedHealth (UNH)	0.1	$342k	+44%	1.1k	311.97	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$338k	+19%	932.00	362.32	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$333k	-26%	11k	30.19	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$328k	+13%	25k	13.04	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$322k		7.5k	42.83	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$319k		5.1k	63.14	View chart
McKesson Corporation (MCK)	0.1	$314k		428.00	732.38	View chart
Docusign (DOCU)	0.1	$299k	NEW	3.8k	77.89	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$299k		2.2k	135.73	View chart
Selective Insurance (SIGI)	0.1	$296k		3.4k	86.64	View chart
Caterpillar (CAT)	0.1	$294k	NEW	756.00	388.21	View chart
American Express Company (AXP)	0.1	$293k	+20%	919.00	318.98	View chart
Ge Aerospace Com New (GE)	0.1	$285k	-26%	1.1k	257.39	View chart
Palantir Technologies Cl A (PLTR)	0.1	$272k	NEW	2.0k	136.32	View chart
Vanguard World Health Car Etf (VHT)	0.1	$270k	NEW	1.1k	248.38	View chart
NetApp (NTAP)	0.1	$265k	-17%	2.5k	106.54	View chart
Evercore Class A (EVR)	0.1	$264k	NEW	979.00	270.02	View chart
Applied Materials (AMAT)	0.1	$262k	+3%	1.4k	183.07	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$262k	+9%	3.5k	74.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$261k	-5%	2.7k	98.24	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$259k		3.3k	79.76	View chart
Exxon Mobil Corporation (XOM)	0.1	$259k	-3%	2.4k	107.80	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$258k	-22%	8.8k	29.43	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$255k	NEW	500.00	509.31	View chart
AutoZone (AZO)	0.1	$252k	+11%	68.00	3712.24	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$249k	NEW	1.1k	226.49	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$248k	-4%	2.3k	108.53	View chart
Travelers Companies (TRV)	0.1	$244k		910.00	267.54	View chart
Valero Energy Corporation (VLO)	0.1	$243k	+14%	1.8k	134.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$241k	+8%	5.6k	42.74	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$240k	NEW	3.2k	75.58	View chart
Paypal Holdings (PYPL)	0.1	$239k	-8%	3.2k	74.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$238k	NEW	2.1k	112.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$237k	-61%	3.9k	61.21	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$235k		2.6k	90.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$235k		4.0k	58.78	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$235k	NEW	2.5k	93.99	View chart
Target Corporation (TGT)	0.1	$235k	-10%	2.4k	98.65	View chart
Allison Transmission Hldngs I (ALSN)	0.1	$220k	+2%	2.3k	94.99	View chart
Box Cl A (BOX)	0.1	$220k	-5%	6.4k	34.17	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$219k	NEW	9.0k	24.26	View chart
Novartis Sponsored Adr (NVS)	0.1	$219k	-12%	1.8k	121.01	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$218k	NEW	1.6k	139.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$218k	-3%	2.0k	110.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$214k	NEW	750.00	285.30	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$214k	NEW	7.2k	29.78	View chart
General Dynamics Corporation (GD)	0.1	$211k	-14%	724.00	291.66	View chart
Cisco Systems (CSCO)	0.1	$208k	NEW	3.0k	69.38	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$207k	NEW	4.1k	51.02	View chart
Palo Alto Networks (PANW)	0.1	$206k	NEW	1.0k	204.64	View chart
Nvni Group SHS (NVNI)	0.0	$6.1k	NEW	21k	0.30	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 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
Narus Financial Partners 2023 Q2 filed Aug. 30, 2023

View all past filings

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