Narus Financial Partners, LLC
CIK: 0001698091Latest portfolio: $363.0M · Q4 2025
Holdings
160
Total Value
$363.0M
New Positions
47
Closed Positions
2
Top Holdings
View All 160 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 1,383,052 | $154.1M | 42.45% | +1.4M | |
| 2 | GQ9SPDR GOLD TR | 32,588 | $12.9M | 3.56% | +20K | |
| 3 | XLKSELECT SECTOR SPDR TR | 65,294 | $9.4M | 2.59% | +57K | |
| 4 | NVDANVIDIA CORPORATION | 42,106 | $7.9M | 2.16% | +26K | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 117,091 | $7.3M | 2.01% | +66K | |
| 6 | VOVANGUARD INDEX FDS | 19,030 | $5.5M | 1.52% | +7K | |
| 7 | AAPLAPPLE INC | 19,914 | $5.4M | 1.49% | +9K | |
| 8 | VTIVANGUARD INDEX FDS | 14,300 | $4.8M | 1.32% | +13K | |
| 9 | EFVISHARES TR | 61,207 | $4.4M | 1.20% | +42K | |
| 10 | GOOGLALPHABET INC | 13,194 | $4.1M | 1.14% | +7K | |
| 11 | VOXVANGUARD WORLD FD | 20,652 | $4.0M | 1.10% | +13K | |
| 12 | XLFSELECT SECTOR SPDR TR | 64,962 | $3.6M | 0.98% | +42K | |
| 13 | PSCTINVESCO EXCH TRADED FD TR II | 60,692 | $3.4M | 0.95% | +39K | |
| 14 | SCZISHARES TR | 42,702 | $3.3M | 0.91% | +28K | |
| 15 | VBVANGUARD INDEX FDS | 12,276 | $3.2M | 0.87% | +6K | |
| 16 | DFASDIMENSIONAL ETF TRUST | 41,922 | $2.9M | 0.80% | +19K | |
| 17 | IWRISHARES TR | 29,009 | $2.8M | 0.77% | +18K | |
| 18 | MUBISHARES TR | 25,721 | $2.8M | 0.76% | +16K | |
| 19 | VOOVANGUARD INDEX FDS | 4,321 | $2.7M | 0.75% | +1K | |
| 20 | VTVVANGUARD INDEX FDS | 13,433 | $2.6M | 0.71% | +4K | |
| 21 | METAMETA PLATFORMS INC | 3,868 | $2.6M | 0.70% | +2K | |
| 22 | JPIEJ P MORGAN EXCHANGE TRADED F | 55,127 | $2.6M | 0.70% | +6K | |
| 23 | SPTISPDR SERIES TRUST | 88,248 | $2.5M | 0.70% | +10K | |
| 24 | NDQINVESCO QQQ TR | 4,104 | $2.5M | 0.69% | +3K | |
| 25 | SUBISHARES TR | 22,657 | $2.4M | 0.67% | +17K |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($7.852541319711638e+47T)
Unknown0.0% ($1.2914252117231634e+25T)
Healthcare0.0% ($576528480452361.4T)
Communication Services0.0% ($41292553360.3T)
Consumer Cyclical0.0% ($2167781524.5T)
Industrials0.0% ($626514478.4T)
Energy0.0% ($921.5T)
Consumer Defensive0.0% ($154.1B)
Filing History
Fund Information
Narus Financial Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $363.0M across 160 holdings. The largest position is WALMART INC (WMT), representing 42.4% of the portfolio. Compared to the previous quarter, the fund opened 47 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.