Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, NVDA, VEA, and represent 48.14% of Narus Financial Partners's stock portfolio.
Added to shares of these 10 stocks: SPCX, XOM, MINT, AVDE, BINC, CRWD, AVEM, AVUV, IYW, VUG.
Started 8 new stock positions in IYW, SPCX, MRK, QXO, AVUV, CNEQ, XOM, DBMF.
Reduced shares in these 10 stocks: , VOO, GBIL, CVX, SJNK, AAPL, VCSH, Dimensional Etf Trust, JPIB, TRV.
Sold out of its positions in AMG, FIX, CRWV, Dimensional Etf Trust, ECG, Exxon Mobil Corporation, AIRR, GEV, IUS, TRV. MGK, VTEI, ZION.
Narus Financial Partners was a net seller of stock by $-40k.
Narus Financial Partners has $377M in assets under management (AUM), dropping by -3.19%.
Central Index Key (CIK): 0001698091

Tip: Access up to 7 years of quarterly data

Positions held by Narus Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 172 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	36.8	$139M		1.3M	103.92	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	3.6	$14M		69k	195.75	View chart
Spdr Gold Tr Gold Shs (GLD)	3.2	$12M		32k	380.84	View chart
NVIDIA Corporation (NVDA)	2.3	$8.6M		38k	228.38	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.2	$8.4M		120k	70.61	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.6	$6.2M		79k	78.42	View chart
Apple (AAPL)	1.5	$5.6M	-6%	17k	333.03	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	1.4	$5.3M		14k	374.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT)	1.3	$4.7M	-3%	59k	80.82	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$4.7M		60k	79.14	View chart
Vanguard World Comm Srvc Etf (VOX)	1.1	$4.1M		21k	190.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$3.6M		43k	84.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$3.5M	-2%	10k	344.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$3.5M	+4%	49k	70.15	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$3.3M		31k	106.71	View chart
Dimensional Etf Trust Us Small Cap Etf	0.9	$3.3M		43k	77.42	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.9	$3.3M	-3%	61k	53.40	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.9	$3.3M	-3%	73k	44.89	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.9	$3.2M	+3%	136k	23.75	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.8	$3.2M	+4%	15k	216.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$3.0M		4.0k	739.77	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.8	$3.0M	-5%	11k	284.50	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.8M	-4%	28k	101.10	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.7	$2.7M		100k	27.28	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$2.7M		30k	89.76	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$2.4M	+6%	14k	168.42	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$2.4M	+12%	50k	48.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.4M	-5%	17k	136.04	View chart
Microsoft Corporation (MSFT)	0.6	$2.3M		4.5k	512.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.3M	-9%	3.0k	765.78	View chart
Meta Platforms Cl A (META)	0.6	$2.3M		3.1k	725.22	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$2.2M	-3%	21k	104.54	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.6	$2.2M		47k	46.47	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$2.1M	-14%	28k	77.25	View chart
Amazon (AMZN)	0.6	$2.1M	-2%	8.4k	249.14	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$2.1M	-4%	2.7k	762.63	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$2.0M	+77%	20k	100.55	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.9M		21k	94.54	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.9M	-27%	2.7k	700.86	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$1.8M	+69%	36k	50.79	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$1.8M	+6%	36k	50.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$1.8M	+81%	20k	90.11	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$1.8M		12k	148.22	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.5	$1.7M	-3%	43k	40.73	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$1.7M	+30%	19k	90.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.6M		3.3k	497.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.6M	-3%	15k	103.89	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.4	$1.6M		32k	50.21	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$1.5M	+2%	20k	78.10	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$1.5M	+2%	14k	108.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$1.5M		12k	125.67	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.4	$1.5M	+16%	61k	23.85	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.5M		25k	59.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$1.4M	+52%	15k	94.02	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.3M	-5%	37k	36.23	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$1.3M		12k	110.28	View chart
Qualcomm (QCOM)	0.3	$1.3M	+5%	7.1k	184.03	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.3M		3.9k	330.83	View chart
Kla Corp Com New (KLAC)	0.3	$1.3M		6.6k	194.93	View chart
International Business Machines (IBM)	0.3	$1.3M		5.8k	219.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$1.2M	-8%	16k	77.78	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.3	$1.2M	-5%	6.0k	195.53	View chart
Oracle Corporation (ORCL)	0.3	$1.2M		8.5k	137.30	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$1.0M	NEW	7.0k	150.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.0M		3.7k	277.89	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.3	$1.0M	+2%	13k	80.60	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$1.0M		16k	61.50	View chart
Nylim Active Etf Tr Mackay Mun Inter (MMIT)	0.3	$982k		43k	22.88	View chart
Broadcom (AVGO)	0.3	$950k	-2%	2.7k	351.19	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.2	$923k	NEW	5.7k	162.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$917k		17k	55.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$914k	+34%	8.8k	104.04	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$909k	-38%	9.1k	100.11	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$903k	+3%	37k	24.36	View chart
Caterpillar (CAT)	0.2	$834k		1.0k	810.79	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$816k	-2%	4.4k	185.40	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$812k	+49%	17k	48.85	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$785k	+310%	3.0k	264.75	View chart
Visa Com Cl A (V)	0.2	$782k	+3%	2.2k	359.33	View chart
Abbvie (ABBV)	0.2	$780k	+24%	3.0k	261.59	View chart
Palantir Technologies Cl A (PLTR)	0.2	$780k	+11%	4.2k	187.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$770k	-19%	15k	50.37	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$769k	+2%	8.6k	89.62	View chart
Ishares Tr International Sl (ISCF)	0.2	$751k	+6%	17k	44.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$747k		1.00	747005.00	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$727k	+51%	6.6k	109.38	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.2	$704k		6.6k	106.54	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$690k	+2%	1.5k	456.19	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.2	$684k		35k	19.30	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$680k	-22%	8.8k	77.21	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$672k		7.5k	89.31	View chart
Applied Materials (AMAT)	0.2	$661k	-15%	1.3k	511.38	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.2	$659k	+21%	6.4k	102.44	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$648k		16k	39.44	View chart
UnitedHealth (UNH)	0.2	$636k	-8%	1.7k	367.15	View chart
Netflix (NFLX)	0.2	$625k	+12%	9.0k	69.58	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$596k	-3%	7.6k	78.31	View chart
Vanguard World Health Car Etf (VHT)	0.2	$592k	+29%	1.9k	316.08	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$569k	-4%	4.7k	119.83	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$561k	+24%	5.8k	97.46	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$546k		9.8k	55.86	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.1	$544k	+159%	7.1k	76.22	View chart
Northrop Grumman Corporation (NOC)	0.1	$531k		1.1k	483.48	View chart
Valero Energy Corporation (VLO)	0.1	$519k	-7%	1.3k	387.61	View chart
Costco Wholesale Corporation (COST)	0.1	$517k	+8%	568.00	910.35	View chart
McKesson Corporation (MCK)	0.1	$509k	+11%	596.00	853.81	View chart
Eli Lilly & Co. (LLY)	0.1	$506k		437.00	1157.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$505k		8.3k	61.13	View chart
Emcor (EME)	0.1	$502k	-10%	665.00	754.49	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$498k	-15%	7.9k	63.04	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$494k	-9%	2.1k	231.03	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$481k	+27%	8.7k	55.03	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$481k	+11%	1.3k	364.68	View chart
Dell Technologies CL C (DELL)	0.1	$480k	-7%	893.00	537.95	View chart
Cisco Systems (CSCO)	0.1	$479k	+2%	4.5k	107.63	View chart
Bristol Myers Squibb (BMY)	0.1	$475k	+14%	7.6k	62.40	View chart
Tesla Motors (TSLA)	0.1	$443k	+15%	1.2k	354.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$432k	NEW	3.7k	117.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$431k		1.8k	233.31	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$418k		12k	35.72	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$415k	-26%	3.7k	111.65	View chart
Servicenow (NOW)	0.1	$414k	+14%	3.1k	134.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$409k	NEW	1.5k	264.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$407k		9.8k	41.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$396k		1.2k	340.63	View chart
TJX Companies (TJX)	0.1	$380k	-3%	2.9k	132.31	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$368k	-12%	7.8k	47.36	View chart
Cigna Corp (CI)	0.1	$365k		1.3k	271.83	View chart
The Alger Etf Trust Concentrated Eqt (CNEQ)	0.1	$364k	NEW	8.9k	40.63	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	0.1	$362k	NEW	11k	32.53	View chart
Ge Aerospace Com New (GE)	0.1	$359k	-2%	1.2k	312.29	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$356k		700.00	508.55	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$355k	-46%	7.6k	46.70	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.1	$349k	-52%	14k	24.25	View chart
Micron Technology (MU)	0.1	$340k	-8%	320.00	1063.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$338k	-4%	6.4k	52.86	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$337k		6.5k	51.76	View chart
Ross Stores (ROST)	0.1	$335k	+26%	1.4k	233.40	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.1	$332k		3.3k	102.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$331k	-42%	4.3k	76.40	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$329k		8.0k	41.18	View chart
Chevron Corporation (CVX)	0.1	$325k	-55%	1.6k	204.22	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$322k		2.2k	146.48	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.1	$315k	-3%	11k	29.59	View chart
Booking Holdings (BKNG)	0.1	$310k	-7%	1.9k	162.91	View chart
Healthequity (HQY)	0.1	$307k	-23%	3.5k	88.46	View chart
American Express Company (AXP)	0.1	$302k		993.00	304.10	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$301k		4.7k	64.59	View chart
Johnson & Johnson (JNJ)	0.1	$289k	+6%	1.1k	264.75	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$286k	+20%	11k	25.39	View chart
Shell Spon Ads (SHEL)	0.1	$278k		2.9k	95.05	View chart
General Mills (GIS)	0.1	$273k		8.5k	32.16	View chart
Amgen (AMGN)	0.1	$270k		641.00	421.51	View chart
Palo Alto Networks (PANW)	0.1	$270k		680.00	397.31	View chart
Novartis Sponsored Adr (NVS)	0.1	$268k		1.9k	142.57	View chart
Parker-Hannifin Corporation (PH)	0.1	$263k	+22%	275.00	955.42	View chart
At&t (T)	0.1	$255k		11k	24.40	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$247k		2.2k	110.97	View chart
Ameriprise Financial (AMP)	0.1	$246k	-7%	500.00	492.35	View chart
Orix Corp Sponsored Adr (IX)	0.1	$245k		6.5k	37.71	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$239k	-27%	2.4k	99.08	View chart
Evercore Class A (EVR)	0.1	$237k	-6%	919.00	257.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$236k		2.5k	93.85	View chart
Whirlpool Corporation (WHR)	0.1	$230k		7.5k	30.68	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$229k	-13%	650.00	351.85	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$219k		4.0k	55.31	View chart
Merck & Co (MRK)	0.1	$218k	NEW	1.5k	145.31	View chart
NetApp (NTAP)	0.1	$218k	-22%	1.0k	210.08	View chart
General Dynamics Corporation (GD)	0.1	$215k	-4%	649.00	331.83	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$203k		1.3k	160.74	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$162k		10k	16.15	View chart
Qxo Com New (QXO)	0.0	$118k	NEW	10k	11.69	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 Q3 filed Oct. 19, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z