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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, VEA, NVDA, and represent 53.91% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: HYD, GBIL, JPIE, VCSH, VOE, XLK, AVEM, BND, NFLX, MSFT.
Started 10 new stock positions in FIX, JNJ, MINT, UUP, AVDE, GIS, DBC, AVEM, CB, ROST.
Reduced shares in these 10 stocks: WMT, , DECK, CIBR, , XSHQ, BLD, ZION, VTEI, SPY.
Sold out of its positions in ADBE, DECK, CIBR, XSHQ, NTAP, BLD, VTEI, ZION.
Narus Financial Partners was a net buyer of stock by $2.9M.
Narus Financial Partners has $382M in assets under management (AUM), dropping by 5.12%.
Central Index Key (CIK): 0001698091

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Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 162 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	43.9	$168M	-2%	1.3M	124.28	View chart
Spdr Gold Tr Gold Shs (GLD)	3.7	$14M		32k	430.29	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.4	$9.1M	+5%	69k	132.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.0	$7.6M		119k	64.08	View chart
NVIDIA Corporation (NVDA)	2.0	$7.5M		43k	174.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$5.6M		19k	287.18	View chart
Apple (AAPL)	1.3	$5.1M		20k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$4.6M		14k	320.80	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$4.6M		61k	74.35	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.8M		13k	287.56	View chart
Vanguard World Comm Srvc Etf (VOX)	1.0	$3.8M		21k	179.84	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.0	$3.7M		62k	60.07	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.9	$3.4M		44k	78.41	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$3.2M		66k	49.37	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.8	$3.1M	+22%	68k	46.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$3.1M	-5%	12k	261.92	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$3.0M	+5%	31k	97.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.8	$2.9M		41k	71.13	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.9M	+4%	27k	106.15	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.7	$2.8M	+9%	144k	19.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$2.7M	+16%	37k	73.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$2.7M	+25%	34k	79.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.6M		4.4k	597.55	View chart
Spdr Series Trust State Street Spd (SPTI)	0.7	$2.6M	+3%	91k	28.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$2.6M		13k	196.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.4M		4.1k	577.24	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.4M		22k	106.50	View chart
Meta Platforms Cl A (META)	0.6	$2.3M	+5%	4.1k	572.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.3M	-5%	18k	124.31	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$2.2M		29k	76.54	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.6	$2.2M		47k	47.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.2M		3.4k	653.20	View chart
Amazon (AMZN)	0.6	$2.2M	+11%	10k	208.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.5	$2.1M	+43%	42k	50.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.0M		21k	99.27	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$2.0M	-3%	49k	40.80	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$1.9M		13k	146.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.8M	+9%	3.7k	479.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$1.8M	-9%	2.8k	650.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.8M		20k	88.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$1.8M		35k	50.98	View chart
Microsoft Corporation (MSFT)	0.5	$1.8M	+17%	4.8k	370.13	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$1.7M	+49%	17k	100.19	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.6M		17k	97.13	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.4	$1.6M		15k	108.98	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.5M	+15%	8.9k	169.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.5M		17k	86.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.4M		25k	54.05	View chart
International Business Machines (IBM)	0.4	$1.4M		5.6k	242.39	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$1.3M	+6%	30k	45.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.3M		40k	33.67	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M	+4%	4.4k	294.16	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$1.3M		12k	102.25	View chart
Oracle Corporation (ORCL)	0.3	$1.2M	+10%	8.4k	147.12	View chart
Spdr Series Trust State Street Spd (SPTL)	0.3	$1.2M	+12%	46k	26.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$1.2M		12k	99.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M	+69%	6.2k	184.28	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$1.1M	-2%	18k	61.26	View chart
Broadcom (AVGO)	0.3	$1.1M	+4%	3.5k	309.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M	-3%	20k	50.61	View chart
Kla Corp Com New (KLAC)	0.3	$969k		658.00	1472.41	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.3	$965k		40k	24.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$953k		3.8k	248.02	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$944k	+17%	12k	81.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$937k	+4%	1.3k	697.72	View chart
Spdr Series Trust State Street Spd (SJNK)	0.2	$913k	+11%	37k	24.98	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$906k		11k	79.56	View chart
Qualcomm (QCOM)	0.2	$902k	+21%	7.0k	128.78	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$842k	+16%	18k	47.82	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$841k	+4%	33k	25.62	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$822k		17k	48.46	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$808k		5.1k	158.45	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$803k		18k	45.89	View chart
Caterpillar (CAT)	0.2	$801k	+25%	1.1k	708.46	View chart
Chevron Corporation (CVX)	0.2	$762k	+8%	3.7k	206.90	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$752k	+5%	7.9k	94.95	View chart
Northrop Grumman Corporation (NOC)	0.2	$750k		1.1k	682.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$725k		1.7k	436.79	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$718k		1.00	718140.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$709k	-8%	9.0k	78.41	View chart
Netflix (NFLX)	0.2	$692k	+93%	7.2k	96.14	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$689k		7.2k	95.44	View chart
Visa Com Cl A (V)	0.2	$670k	+18%	2.2k	302.25	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$629k	+6%	5.7k	109.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$605k	+4%	7.3k	82.75	View chart
Emcor (EME)	0.2	$589k	+2%	798.00	738.31	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$576k	+10%	33k	17.32	View chart
Ishares Tr International Sl (ISCF)	0.1	$569k	+9%	14k	41.79	View chart
Applied Materials (AMAT)	0.1	$556k	+2%	1.6k	341.79	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$555k	-2%	9.4k	59.22	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$548k	+3%	9.9k	55.52	View chart
Costco Wholesale Corporation (COST)	0.1	$546k	+8%	548.00	997.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$546k	+33%	5.3k	103.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$529k	-9%	4.8k	111.37	View chart
Tesla Motors (TSLA)	0.1	$525k	-18%	1.4k	371.75	View chart
UnitedHealth (UNH)	0.1	$519k	+9%	1.9k	270.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$517k	-9%	1.5k	337.95	View chart
Valero Energy Corporation (VLO)	0.1	$516k	+7%	2.1k	247.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$513k	+18%	9.7k	52.78	View chart
Abbvie (ABBV)	0.1	$502k	+9%	2.3k	217.49	View chart
Palantir Technologies Cl A (PLTR)	0.1	$497k	+16%	3.4k	146.28	View chart
TJX Companies (TJX)	0.1	$488k		3.1k	159.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$488k	-8%	2.2k	217.25	View chart
Wells Fargo & Company (WFC)	0.1	$470k	-2%	5.9k	79.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$462k	+6%	9.3k	49.89	View chart
Eli Lilly & Co. (LLY)	0.1	$452k		491.00	919.77	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$442k	+2%	7.8k	56.58	View chart
Booking Holdings (BKNG)	0.1	$434k	+5%	103.00	4210.32	View chart
McKesson Corporation (MCK)	0.1	$424k	+11%	490.00	865.36	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$422k	-11%	7.3k	57.91	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$420k		11k	36.84	View chart
Healthequity (HQY)	0.1	$418k		5.0k	83.57	View chart
Bristol Myers Squibb (BMY)	0.1	$398k		6.6k	60.65	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$395k	+3%	1.1k	359.03	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$393k	NEW	4.9k	80.58	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$391k	+3%	4.6k	84.44	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$386k	-3%	9.9k	38.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$382k	-3%	1.8k	215.06	View chart
Vanguard World Health Car Etf (VHT)	0.1	$366k	+3%	1.3k	272.33	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$355k	-16%	7.4k	48.32	View chart
Ge Aerospace Com New (GE)	0.1	$354k	+5%	1.2k	283.79	View chart
Cigna Corp (CI)	0.1	$349k	+17%	1.3k	266.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$344k	+33%	3.1k	110.36	View chart
Cisco Systems (CSCO)	0.1	$339k	+2%	4.4k	77.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$330k		1.1k	286.77	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$328k	+28%	11k	30.07	View chart
American Express Company (AXP)	0.1	$326k	+10%	1.1k	302.48	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$324k		700.00	463.19	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$321k		2.2k	145.94	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$317k	-18%	4.0k	78.66	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$314k		8.0k	39.32	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$307k		3.3k	94.58	View chart
Coreweave Com Cl A (CRWV)	0.1	$307k	+22%	4.0k	77.47	View chart
At&t (T)	0.1	$303k		11k	28.99	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$303k		8.6k	35.04	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$297k		5.6k	52.76	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$295k	+8%	6.3k	46.91	View chart
Evercore Class A (EVR)	0.1	$292k		979.00	298.51	View chart
Novartis Sponsored Adr (NVS)	0.1	$281k	-15%	1.8k	152.75	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$274k	-34%	1.7k	163.60	View chart
Shell Spon Ads (SHEL)	0.1	$272k	-3%	2.9k	93.00	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$269k		2.4k	110.88	View chart
Travelers Companies (TRV)	0.1	$265k		910.00	291.68	View chart
Ameriprise Financial (AMP)	0.1	$252k	-11%	567.00	444.40	View chart
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)	0.1	$248k	NEW	8.9k	27.78	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$247k	-30%	2.2k	110.79	View chart
Amgen (AMGN)	0.1	$234k		666.00	351.85	View chart
AutoZone (AZO)	0.1	$233k	+9%	69.00	3377.78	View chart
Johnson & Johnson (JNJ)	0.1	$233k	NEW	952.00	244.44	View chart
General Dynamics Corporation (GD)	0.1	$233k		678.00	343.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$232k	-4%	2.5k	92.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$230k	+7%	4.5k	50.95	View chart
General Mills (GIS)	0.1	$225k	NEW	6.1k	37.22	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$224k		750.00	298.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$219k		560.00	390.41	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.1	$217k	NEW	7.5k	28.95	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$214k	NEW	2.1k	100.57	View chart
Comfort Systems USA (FIX)	0.1	$211k	NEW	153.00	1378.99	View chart
Chubb (CB)	0.1	$210k	NEW	645.00	325.87	View chart
Ross Stores (ROST)	0.1	$208k	NEW	960.00	216.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$205k	NEW	2.4k	84.84	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$150k		10k	15.02	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 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
Narus Financial Partners 2022 Q2 filed Oct. 12, 2023

View all past filings

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