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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, XLK, GLD, VEA, NVDA, and represent 49.50% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VO, KLAC, VGT, BINC, VUG, MINT, AVDE, BND, CGDV, WTV.
Started 23 new stock positions in AMG, ZION, VTEI, PANW, NOW, BINC, ECG, IX, NTAP, WTV. DELL, DEM, AVDV, AVMC, PYLD, PH, MGK, CGDV, WHR, IWS, MU, IFRA, GEV.
Reduced shares in these 10 stocks: WMT, GOOGL, NVDA, AAPL, JEPQ, META, WFC, VOO, AMZN, AVGO.
Sold out of its positions in AZO, GRID, DBC, UUP, FLOT, JEPQ, WFC, CB.
Narus Financial Partners was a net buyer of stock by $11M.
Narus Financial Partners has $389M in assets under management (AUM), dropping by 2.02%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 177 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	38.9	$152M		1.3M	113.26	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.4	$13M		69k	190.52	View chart
Spdr Gold Tr Gold Shs (GLD)	3.0	$12M		32k	368.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$8.6M		120k	71.25	View chart
NVIDIA Corporation (NVDA)	2.0	$7.7M	-10%	38k	200.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$6.3M	+306%	79k	80.57	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.4	$5.6M	-2%	61k	92.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$5.2M		14k	370.03	View chart
Apple (AAPL)	1.3	$5.2M	-11%	18k	289.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$4.6M	-3%	60k	76.55	View chart
Vanguard World Comm Srvc Etf (VOX)	1.0	$3.9M		21k	183.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.8M	-20%	11k	357.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$3.6M		43k	82.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$3.5M	+3%	43k	82.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$3.5M	+2%	32k	110.32	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.9	$3.4M	+10%	75k	46.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$3.4M	+26%	47k	73.41	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.9	$3.4M	-3%	63k	53.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$3.4M	-5%	11k	303.12	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$3.1M	+8%	29k	107.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$3.1M	+6%	14k	217.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$3.0M		4.1k	736.48	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.7	$2.8M	+8%	99k	28.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$2.7M		19k	148.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$2.6M	+2%	30k	87.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$2.6M	-4%	32k	79.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.6M	-15%	3.7k	686.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.5M	-2%	3.3k	748.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.3M		22k	106.47	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.6	$2.3M	-8%	131k	17.65	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$2.3M	+7%	45k	51.51	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.6	$2.3M		48k	47.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.1M	+4%	2.9k	746.77	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$2.1M	+6%	14k	158.66	View chart
Amazon (AMZN)	0.5	$2.1M	-17%	8.6k	238.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.1M		21k	98.98	View chart
Kla Corp Com New (KLAC)	0.5	$2.0M	+901%	6.6k	301.71	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$1.9M	-10%	44k	42.78	View chart
Meta Platforms Cl A (META)	0.5	$1.8M	-21%	3.2k	563.32	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$1.7M	-2%	34k	51.00	View chart
Ishares Tr Global Tech Etf (IXN)	0.4	$1.7M		12k	144.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.7M	-10%	3.3k	500.39	View chart
Microsoft Corporation (MSFT)	0.4	$1.7M	-7%	4.5k	373.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.7M	-3%	16k	103.88	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.6M	+8%	32k	50.39	View chart
International Business Machines (IBM)	0.4	$1.6M		5.7k	281.22	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$1.6M	-7%	14k	117.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.5M		18k	86.42	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.4	$1.5M	-15%	15k	100.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M	-2%	25k	59.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.5M	-4%	19k	75.51	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.4M	+767%	12k	119.52	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.4M		39k	35.03	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.4	$1.4M	+12%	52k	26.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.3M		12k	110.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	-9%	4.0k	327.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.2M	+2%	6.3k	197.60	View chart
Qualcomm (QCOM)	0.3	$1.2M	-4%	6.7k	184.80	View chart
Oracle Corporation (ORCL)	0.3	$1.2M		8.4k	146.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.2M	+755%	14k	86.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.1M		3.8k	300.47	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.1M	+429%	11k	100.81	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.3	$1.1M	NEW	21k	52.34	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M	-7%	8.2k	136.72	View chart
Applied Materials (AMAT)	0.3	$1.1M	-5%	1.5k	723.00	View chart
Caterpillar (CAT)	0.3	$1.1M	-8%	1.0k	1064.90	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.3	$1.0M	+7%	43k	24.35	View chart
Broadcom (AVGO)	0.3	$1.0M	-21%	2.8k	377.73	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$1.0M	+7%	12k	83.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$977k	+107%	10k	96.49	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$966k	+347%	11k	89.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$965k	-3%	19k	50.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$917k		17k	55.01	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$913k		11k	79.97	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$913k	+8%	36k	25.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$858k	-10%	16k	53.11	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$820k	-11%	4.5k	182.28	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$794k	+6%	8.4k	94.52	View chart
UnitedHealth (UNH)	0.2	$789k		1.9k	415.70	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.2	$763k	-16%	31k	25.03	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$754k	-4%	17k	45.34	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$749k		1.00	748850.00	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$723k	+15%	6.6k	109.28	View chart
Visa Com Cl A (V)	0.2	$722k	-5%	2.1k	343.11	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$714k	+109%	6.5k	109.43	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$712k	+4%	7.5k	94.57	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$704k	-3%	1.5k	477.57	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$693k	-18%	14k	48.35	View chart
Ishares Tr International Sl (ISCF)	0.2	$684k	+16%	16k	43.29	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$652k	+7%	7.9k	82.65	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$633k		9.4k	67.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$621k	+4%	5.0k	124.42	View chart
Emcor (EME)	0.2	$615k	-7%	741.00	829.88	View chart
Abbvie (ABBV)	0.2	$601k	+3%	2.4k	251.64	View chart
Chevron Corporation (CVX)	0.2	$597k	-2%	3.6k	165.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$583k	-17%	7.5k	77.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$575k	+5%	2.4k	242.99	View chart
Netflix (NFLX)	0.1	$570k	+11%	8.0k	71.40	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$568k	+7%	36k	15.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$568k	-4%	5.0k	112.88	View chart
Northrop Grumman Corporation (NOC)	0.1	$560k		1.1k	509.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$550k	+28%	721.00	763.14	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$548k	NEW	11k	49.28	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$537k	NEW	5.3k	101.72	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$527k		9.8k	54.02	View chart
Eli Lilly & Co. (LLY)	0.1	$524k	-10%	437.00	1199.43	View chart
Cisco Systems (CSCO)	0.1	$508k		4.3k	117.46	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$506k	+6%	8.3k	60.79	View chart
Costco Wholesale Corporation (COST)	0.1	$490k	-4%	523.00	936.18	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$467k	+7%	1.2k	396.61	View chart
Tesla Motors (TSLA)	0.1	$456k	-23%	1.1k	420.60	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$452k	NEW	4.4k	103.05	View chart
TJX Companies (TJX)	0.1	$449k	-2%	3.0k	151.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$448k	-4%	8.9k	50.58	View chart
Ge Aerospace Com New (GE)	0.1	$440k	-5%	1.2k	373.77	View chart
Palantir Technologies Cl A (PLTR)	0.1	$437k	+10%	3.7k	116.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$435k	+3%	1.8k	236.62	View chart
Vanguard World Health Car Etf (VHT)	0.1	$434k	+8%	1.5k	299.01	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$434k	NEW	6.9k	63.04	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$431k	+2%	12k	37.02	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$430k		4.6k	93.27	View chart
Dell Technologies CL C (DELL)	0.1	$416k	NEW	965.00	431.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$411k		1.2k	353.22	View chart
Healthequity (HQY)	0.1	$408k	-9%	4.5k	90.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$408k		9.9k	41.25	View chart
McKesson Corporation (MCK)	0.1	$404k	+8%	534.00	755.60	View chart
Micron Technology (MU)	0.1	$404k	NEW	350.00	1152.76	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$386k	-9%	6.7k	57.67	View chart
Bristol Myers Squibb (BMY)	0.1	$382k		6.6k	57.62	View chart
Valero Energy Corporation (VLO)	0.1	$378k	-30%	1.5k	260.44	View chart
Cigna Corp (CI)	0.1	$375k	+3%	1.4k	275.68	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$366k		700.00	522.39	View chart
Booking Holdings (BKNG)	0.1	$365k	+1887%	2.0k	178.24	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$356k	+6%	9.2k	38.79	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$355k		3.3k	109.11	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$340k	-17%	3.3k	102.30	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$338k	+3%	6.5k	51.78	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$338k		8.0k	42.31	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$335k		2.2k	152.18	View chart
Evercore Class A (EVR)	0.1	$334k		979.00	341.44	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$332k		11k	30.01	View chart
American Express Company (AXP)	0.1	$330k	-9%	975.00	338.25	View chart
Novartis Sponsored Adr (NVS)	0.1	$296k	+2%	1.9k	156.72	View chart
General Mills (GIS)	0.1	$296k	+40%	8.5k	34.80	View chart
Whirlpool Corporation (WHR)	0.1	$296k	NEW	7.5k	39.42	View chart
Travelers Companies (TRV)	0.1	$284k	-5%	859.00	330.12	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$282k	-41%	4.3k	65.58	View chart
Servicenow (NOW)	0.1	$267k	NEW	2.7k	99.28	View chart
Johnson & Johnson (JNJ)	0.1	$260k	+7%	1.0k	253.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$258k		750.00	343.91	View chart
Comfort Systems USA (FIX)	0.1	$254k	-16%	128.00	1981.95	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$248k	NEW	9.4k	26.52	View chart
Orix Corp Sponsored Adr (IX)	0.1	$247k	NEW	6.5k	38.04	View chart
Ameriprise Financial (AMP)	0.1	$247k	-5%	538.00	458.76	View chart
Ge Vernova (GEV)	0.1	$246k	NEW	209.00	1174.86	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$242k	-6%	2.3k	107.15	View chart
Ross Stores (ROST)	0.1	$242k	+18%	1.1k	212.85	View chart
General Dynamics Corporation (GD)	0.1	$241k		681.00	354.29	View chart
Zions Bancorporation (ZION)	0.1	$239k	NEW	3.5k	69.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$235k		2.5k	93.92	View chart
Everus Constr Group (ECG)	0.1	$234k	NEW	1.4k	165.95	View chart
Palo Alto Networks (PANW)	0.1	$233k	NEW	683.00	341.02	View chart
Amgen (AMGN)	0.1	$232k	-3%	641.00	362.12	View chart
Coreweave Com Cl A (CRWV)	0.1	$231k	-41%	2.3k	99.53	View chart
Shell Spon Ads (SHEL)	0.1	$227k		2.9k	77.54	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.1	$221k	NEW	2.8k	80.26	View chart
Parker-Hannifin Corporation (PH)	0.1	$220k	NEW	225.00	978.12	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$218k	-26%	1.6k	133.26	View chart
At&t (T)	0.1	$216k		11k	20.70	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$213k	NEW	4.0k	53.79	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$212k	-17%	4.7k	45.52	View chart
Affiliated Managers (AMG)	0.1	$210k	NEW	620.00	338.40	View chart
NetApp (NTAP)	0.1	$208k	NEW	1.3k	154.76	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$207k	NEW	1.3k	164.60	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$202k	NEW	2.3k	87.92	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$202k	NEW	2.0k	100.97	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$132k		10k	13.22	View chart

Past Filings by Narus Financial Partners

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

Narus Financial Partners 2026 Q2 filed July 31, 2026
Narus Financial Partners 2026 Q1 filed April 21, 2026
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

View all past filings

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