Narus Financial Partners

Narus Financial Partners as of Dec. 31, 2025

Portfolio Holdings for Narus Financial Partners

Narus Financial Partners holds 160 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wal-Mart Stores (WMT) 42.4 $154M 1.4M 111.41
Spdr Gold Tr Gold Shs (GLD) 3.6 $13M 33k 396.31
Select Sector Spdr Tr State Street Tec (XLK) 2.6 $9.4M 65k 143.97
NVIDIA Corporation (NVDA) 2.2 $7.9M 42k 186.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $7.3M 117k 62.47
Vanguard Index Fds Mid Cap Etf (VO) 1.5 $5.5M 19k 290.21
Apple (AAPL) 1.5 $5.4M 20k 271.86
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $4.8M 14k 335.26
Ishares Tr Eafe Value Etf (EFV) 1.2 $4.4M 61k 71.41
Alphabet Cap Stk Cl A (GOOGL) 1.1 $4.1M 13k 313.00
Vanguard World Comm Srvc Etf (VOX) 1.1 $4.0M 21k 193.63
Select Sector Spdr Tr State Street Fin (XLF) 1.0 $3.6M 65k 54.77
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.9 $3.4M 61k 56.61
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.9 $3.3M 43k 77.53
Vanguard Index Fds Small Cp Etf (VB) 0.9 $3.2M 12k 257.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.9M 42k 69.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $2.8M 29k 96.27
Ishares Tr National Mun Etf (MUB) 0.8 $2.8M 26k 107.11
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $2.7M 4.3k 627.13
Vanguard Index Fds Value Etf (VTV) 0.7 $2.6M 13k 190.99
Meta Platforms Cl A (META) 0.7 $2.6M 3.9k 660.14
J P Morgan Exchange Traded F Income Etf (JPIE) 0.7 $2.6M 55k 46.29
Spdr Series Trust State Street Spd (SPTI) 0.7 $2.5M 88k 28.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $2.5M 4.1k 614.37
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $2.4M 23k 106.70
Wisdomtree Tr India Erngs Fd (EPI) 0.7 $2.4M 51k 46.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.4M 32k 74.07
Spdr Series Trust State Street Spd (SPYM) 0.6 $2.3M 29k 80.22
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $2.3M 19k 120.18
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.3M 3.4k 684.85
Dimensional Etf Trust Short Duration F (DFSD) 0.6 $2.2M 47k 47.95
Amazon (AMZN) 0.6 $2.2M 9.4k 230.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $2.2M 27k 79.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.1M 3.0k 681.92
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $2.0M 20k 99.88
Microsoft Corporation (MSFT) 0.5 $2.0M 4.1k 483.67
Select Sector Spdr Tr State Street Hea (XLV) 0.5 $1.9M 13k 154.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.5 $1.8M 35k 50.94
Select Sector Spdr Tr State Street Con (XLY) 0.5 $1.7M 15k 119.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.7M 3.4k 502.65
International Business Machines (IBM) 0.5 $1.6M 5.5k 296.20
Ishares Gold Tr Ishares New (IAU) 0.5 $1.6M 20k 81.17
Ishares Tr Msci Eafe Etf (EFA) 0.4 $1.6M 17k 96.03
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.4 $1.6M 132k 12.20
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $1.5M 17k 87.16
Oracle Corporation (ORCL) 0.4 $1.5M 7.6k 194.91
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.5M 29k 51.12
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.4M 26k 53.76
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 4.2k 322.22
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $1.3M 41k 32.94
Ishares Tr Global Tech Etf (IXN) 0.3 $1.3M 12k 105.00
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $1.3M 12k 102.54
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $1.2M 28k 44.41
Broadcom (AVGO) 0.3 $1.2M 3.4k 346.07
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.3 $1.2M 12k 99.94
Spdr Series Trust State Street Spd (SPTL) 0.3 $1.1M 41k 26.47
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $1.0M 20k 50.59
Qualcomm (QCOM) 0.3 $987k 5.8k 171.04
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.3 $974k 40k 24.33
Vanguard World Inf Tech Etf (VGT) 0.3 $970k 1.3k 753.78
Ishares Tr Russell 2000 Etf (IWM) 0.3 $955k 3.9k 246.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $934k 12k 80.63
Exxon Mobil Corporation (XOM) 0.3 $921k 7.7k 120.34
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $846k 5.1k 165.81
Spdr Series Trust State Street Spd (SJNK) 0.2 $833k 33k 25.32
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $823k 18k 44.71
Spdr Series Trust State Street Spd (SPAB) 0.2 $808k 31k 25.75
Vanguard Index Fds Growth Etf (VUG) 0.2 $805k 1.7k 487.86
Kla Corp Com New (KLAC) 0.2 $800k 658.00 1215.08
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.2 $791k 17k 46.59
Tesla Motors (TSLA) 0.2 $782k 1.7k 449.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $776k 9.9k 78.81
Select Sector Spdr Tr State Street Con (XLP) 0.2 $764k 9.8k 77.68
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $755k 1.00 754800.00
Select Sector Spdr Tr State Street Uti (XLU) 0.2 $743k 17k 42.69
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.2 $736k 15k 48.70
Ishares Tr Mbs Etf (MBB) 0.2 $716k 7.5k 95.22
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $688k 7.2k 96.16
Visa Com Cl A (V) 0.2 $653k 1.9k 350.72
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $647k 3.6k 177.37
Northrop Grumman Corporation (NOC) 0.2 $627k 1.1k 570.21
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $597k 5.2k 113.92
Ishares Tr Agency Bond Etf (AGZ) 0.2 $594k 5.4k 110.25
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $583k 7.0k 83.75
UnitedHealth (UNH) 0.2 $576k 1.7k 330.17
Wells Fargo & Company (WFC) 0.2 $562k 6.0k 93.20
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $555k 9.6k 58.12
Spdr Series Trust State Street Spd (SPMD) 0.2 $554k 9.6k 57.91
Eli Lilly & Co. (LLY) 0.1 $529k 492.00 1074.68
Booking Holdings (BKNG) 0.1 $525k 98.00 5355.33
Chevron Corporation (CVX) 0.1 $519k 3.4k 152.39
Palantir Technologies Cl A (PLTR) 0.1 $518k 2.9k 177.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $517k 2.4k 211.79
Ishares Tr International Sl (ISCF) 0.1 $516k 12k 41.48
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $515k 1.7k 303.89
Caterpillar (CAT) 0.1 $514k 898.00 572.87
Abbvie (ABBV) 0.1 $481k 2.1k 228.49
Emcor (EME) 0.1 $478k 782.00 611.79
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.1 $471k 8.2k 57.16
TJX Companies (TJX) 0.1 $468k 3.0k 153.61
Healthequity (HQY) 0.1 $453k 4.9k 91.61
Adobe Systems Incorporated (ADBE) 0.1 $443k 1.3k 349.99
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $438k 8.7k 50.29
Spdr Series Trust State Street Spd (SPYV) 0.1 $435k 7.6k 56.81
Costco Wholesale Corporation (COST) 0.1 $434k 503.00 862.98
Deckers Outdoor Corporation (DECK) 0.1 $428k 4.1k 103.67
Ishares Tr Broad Usd High (USHY) 0.1 $424k 11k 37.40
Vanguard World Consum Dis Etf (VCR) 0.1 $420k 1.1k 393.92
Spdr Series Trust State Street Spd (SPSM) 0.1 $411k 8.8k 46.86
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $409k 8.2k 49.90
Applied Materials (AMAT) 0.1 $409k 1.6k 256.99
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $404k 3.9k 102.42
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $403k 1.8k 219.78
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.1 $400k 30k 13.25
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $391k 2.6k 153.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $390k 10k 38.11
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $381k 5.6k 68.36
Vanguard World Health Car Etf (VHT) 0.1 $375k 1.3k 287.85
Ge Aerospace Com New (GE) 0.1 $364k 1.2k 308.05
McKesson Corporation (MCK) 0.1 $362k 441.00 820.29
American Express Company (AXP) 0.1 $361k 976.00 369.95
Ishares Msci Japan Etf (EWJ) 0.1 $361k 4.5k 80.74
Alphabet Cap Stk Cl C (GOOG) 0.1 $360k 1.1k 313.70
Ishares Msci Emrg Chn (EMXC) 0.1 $359k 4.9k 72.68
Bristol Myers Squibb (BMY) 0.1 $357k 6.6k 53.94
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $352k 4.9k 71.44
Netflix (NFLX) 0.1 $348k 3.7k 93.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $336k 700.00 480.57
Evercore Class A (EVR) 0.1 $333k 979.00 340.25
Cisco Systems (CSCO) 0.1 $327k 4.2k 77.03
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $317k 3.2k 98.32
Valero Energy Corporation (VLO) 0.1 $315k 1.9k 162.79
Ameriprise Financial (AMP) 0.1 $315k 642.00 490.34
Cigna Corp (CI) 0.1 $307k 1.1k 275.23
Spdr Series Trust State Street Spd (SDY) 0.1 $306k 2.2k 139.16
Novartis Sponsored Adr (NVS) 0.1 $302k 2.2k 137.87
Spdr Series Trust State Street Spd (SLYV) 0.1 $296k 3.3k 90.97
Select Sector Spdr Tr State Street Com (XLC) 0.1 $280k 2.4k 117.73
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $280k 8.5k 32.89
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $272k 5.8k 46.81
Ishares Tr Us Telecom Etf (IYZ) 0.1 $270k 8.0k 33.90
Travelers Companies (TRV) 0.1 $264k 910.00 290.06
Crowdstrike Hldgs Cl A (CRWD) 0.1 $262k 559.00 468.76
At&t (T) 0.1 $260k 11k 24.84
Ishares Tr Tips Bd Etf (TIP) 0.1 $257k 2.3k 109.91
Spdr Series Trust State Street Spd (SPSB) 0.1 $255k 8.4k 30.20
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $243k 2.6k 92.51
Vanguard Index Fds Large Cap Etf (VV) 0.1 $236k 750.00 314.80
NetApp (NTAP) 0.1 $233k 2.2k 107.09
Coreweave Com Cl A (CRWV) 0.1 $231k 3.2k 71.61
General Dynamics Corporation (GD) 0.1 $228k 678.00 336.56
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) 0.1 $226k 5.4k 42.09
Shell Spon Ads (SHEL) 0.1 $223k 3.0k 73.48
Amgen (AMGN) 0.1 $218k 666.00 327.31
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $214k 4.2k 50.86
AutoZone (AZO) 0.1 $214k 63.00 3391.51
Topbuild (BLD) 0.1 $209k 500.00 417.19
Zions Bancorporation (ZION) 0.1 $202k 3.5k 58.54
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $202k 2.0k 100.83
Vodafone Group Sponsored Adr (VOD) 0.0 $132k 10k 13.21