Narus Financial Partners

Narus Financial Partners as of Sept. 30, 2025

Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Gold Tr Gold Shs (GLD) 4.8 $4.5M 13k 355.47
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $3.4M 12k 293.73
NVIDIA Corporation (NVDA) 3.3 $3.1M 17k 186.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $3.1M 51k 59.92
Apple (AAPL) 2.9 $2.7M 11k 254.62
Select Sector Spdr Tr Technology (XLK) 2.6 $2.5M 8.7k 281.86
Wal-Mart Stores (WMT) 2.6 $2.4M 24k 103.06
J P Morgan Exchange Traded F Income Etf (JPIE) 2.4 $2.3M 49k 46.41
Spdr Series Trust Portfli Intrmdit (SPTI) 2.4 $2.2M 78k 28.90
Spdr Series Trust Portfolio S&p500 (SPLG) 2.2 $2.1M 27k 78.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $2.0M 27k 74.37
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $1.8M 15k 118.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $1.8M 2.9k 612.38
Vanguard Index Fds Value Etf (VTV) 1.9 $1.7M 9.3k 186.50
Vanguard Index Fds Small Cp Etf (VB) 1.7 $1.6M 6.4k 254.28
Alphabet Cap Stk Cl A (GOOGL) 1.7 $1.6M 6.5k 243.08
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $1.5M 22k 68.46
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $1.4M 18k 79.93
Dimensional Etf Trust Short Duration F (DFSD) 1.5 $1.4M 29k 48.19
Meta Platforms Cl A (META) 1.5 $1.4M 1.9k 734.45
Microsoft Corporation (MSFT) 1.5 $1.4M 2.6k 517.88
Vanguard World Comm Srvc Etf (VOX) 1.4 $1.4M 7.3k 187.73
Amazon (AMZN) 1.4 $1.4M 6.2k 219.57
Ishares Tr Eafe Value Etf (EFV) 1.4 $1.3M 19k 67.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.3M 2.0k 666.12
Select Sector Spdr Tr Financial (XLF) 1.3 $1.2M 23k 53.87
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $1.2M 27k 42.79
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $1.2M 12k 100.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.2 $1.2M 15k 76.72
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 1.2 $1.1M 21k 53.08
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $1.0M 11k 100.23
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $1.0M 11k 96.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.0M 2.0k 502.61
Ishares Tr National Mun Etf (MUB) 1.1 $1.0M 9.4k 106.49
Vanguard World Inf Tech Etf (VGT) 0.9 $862k 1.2k 746.63
Spdr Series Trust Bloomberg Sht Te (SJNK) 0.9 $845k 33k 25.60
Wisdomtree Tr India Erngs Fd (EPI) 0.9 $802k 18k 44.20
Spdr Series Trust Portfolio Agrgte (SPAB) 0.8 $792k 31k 25.85
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.8 $768k 57k 13.45
Vanguard Index Fds Growth Etf (VUG) 0.8 $765k 1.6k 479.61
Broadcom (AVGO) 0.8 $751k 2.3k 329.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $728k 14k 50.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $719k 9.1k 78.91
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.7 $668k 14k 49.03
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.6 $603k 25k 24.30
Ishares Gold Tr Ishares New (IAU) 0.6 $586k 8.1k 72.77
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $571k 5.3k 106.78
Qualcomm (QCOM) 0.6 $569k 3.4k 166.38
Ishares Tr Msci Eafe Etf (EFA) 0.6 $555k 5.9k 93.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $541k 10k 54.18
Healthequity (HQY) 0.5 $516k 5.4k 94.77
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $514k 1.6k 328.10
International Business Machines (IBM) 0.5 $512k 1.8k 282.18
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $506k 3.6k 139.16
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $504k 9.9k 51.04
Ishares Tr Core S&p Us Vlu (IUSV) 0.5 $494k 4.9k 99.94
Spdr Series Trust Portfolio S&p400 (SPMD) 0.5 $492k 8.6k 57.19
Tesla Motors (TSLA) 0.5 $481k 1.1k 444.72
Visa Com Cl A (V) 0.5 $479k 1.4k 341.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $479k 797.00 600.37
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $476k 5.7k 84.11
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $441k 950.00 463.74
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.4 $420k 7.6k 55.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.4 $416k 2.4k 174.54
Ishares Tr Mbs Etf (MBB) 0.4 $410k 4.3k 95.15
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.4 $408k 7.4k 55.21
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $408k 5.2k 78.37
Costco Wholesale Corporation (COST) 0.4 $403k 436.00 925.30
Spdr Series Trust Portfolio S&p600 (SPSM) 0.4 $400k 8.6k 46.32
JPMorgan Chase & Co. (JPM) 0.4 $395k 1.3k 315.43
Ishares Tr International Sl (ISCF) 0.4 $388k 9.4k 41.13
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $383k 1.6k 239.66
Abbvie (ABBV) 0.4 $377k 1.6k 231.54
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.4 $374k 28k 13.43
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $363k 4.2k 87.22
Spdr Series Trust Portfolio Ln Tsr (SPTL) 0.4 $353k 13k 26.95
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.4 $345k 3.3k 104.96
Ishares Tr Core S&p500 Etf (IVV) 0.4 $344k 514.00 668.94
Wells Fargo & Company (WFC) 0.4 $331k 3.9k 83.82
Booking Holdings (BKNG) 0.3 $319k 59.00 5399.27
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.3 $308k 2.0k 151.08
Ishares Msci Emrg Chn (EMXC) 0.3 $308k 4.6k 67.51
Adobe Systems Incorporated (ADBE) 0.3 $307k 870.00 352.65
Oracle Corporation (ORCL) 0.3 $306k 1.1k 281.24
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $294k 3.3k 89.77
Ishares Tr Tips Bd Etf (TIP) 0.3 $288k 2.6k 111.22
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $288k 3.3k 88.65
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $288k 1.3k 215.79
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $281k 3.7k 76.01
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.3 $279k 8.8k 31.84
Ge Aerospace Com New (GE) 0.3 $277k 921.00 300.82
Caterpillar (CAT) 0.3 $272k 569.00 477.15
Palantir Technologies Cl A (PLTR) 0.3 $270k 1.5k 182.42
McKesson Corporation (MCK) 0.3 $265k 343.00 772.01
Netflix (NFLX) 0.3 $264k 220.00 1198.92
Spdr Series Trust Portfolio Short (SPSB) 0.3 $263k 8.7k 30.29
Vanguard World Consum Dis Etf (VCR) 0.3 $256k 645.00 396.15
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $255k 5.5k 46.81
Eli Lilly & Co. (LLY) 0.3 $253k 331.00 763.00
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $250k 2.5k 99.81
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $249k 2.8k 89.39
AutoZone (AZO) 0.3 $245k 57.00 4290.25
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $244k 2.5k 96.68
UnitedHealth (UNH) 0.3 $241k 697.00 345.47
Select Sector Spdr Tr Energy (XLE) 0.3 $240k 2.7k 89.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $240k 3.0k 81.19
Vanguard Index Fds Large Cap Etf (VV) 0.2 $231k 750.00 307.86
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $225k 2.4k 93.64
Ishares Tr Agency Bond Etf (AGZ) 0.2 $222k 2.0k 110.37
Ishares Msci Jpn Etf New (EWJ) 0.2 $217k 2.7k 80.21
NetApp (NTAP) 0.2 $207k 1.7k 118.44
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $207k 4.5k 46.12
Cigna Corp (CI) 0.2 $207k 717.00 288.25
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $204k 5.6k 36.35
Nvni Group SHS (NVNI) 0.0 $29k 35k 0.83