Narus Financial Partners

Narus Financial Partners as of March 31, 2026

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