Narus Financial Partners, LLC
CIK: 0001698091SEC EDGAR →
Portfolio Value
$363.0M
Holdings
160
As of
Q4 2025
New Positions
3
Closed Positions
45
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WALMART INC | 1,383,052 | $154.1M | 42.45% |
| 2 | SPDR GOLD TR | 32,588 | $12.9M | 3.56% |
| 3 | SELECT SECTOR SPDR TR | 65,294 | $9.4M | 2.59% |
| 4 | NVIDIA CORPORATION | 42,106 | $7.9M | 2.16% |
| 5 | VANGUARD TAX-MANAGED FDS | 117,091 | $7.3M | 2.01% |
| 6 | VANGUARD INDEX FDS | 19,030 | $5.5M | 1.52% |
| 7 | APPLE INC | 19,914 | $5.4M | 1.49% |
| 8 | VANGUARD INDEX FDS | 14,300 | $4.8M | 1.32% |
| 9 | ISHARES TR | 61,207 | $4.4M | 1.20% |
| 10 | ALPHABET INC | 13,194 | $4.1M | 1.14% |
Quarterly Changes
Top Buys
New Positions (47)
$1.5M · 29K shares
$1.3M · 40K shares
$1.3M · 12K shares
$954K · 4K shares
$921K · 8K shares
$845K · 5K shares
$799K · 658 shares
$790K · 17K shares
$754K · 1 shares
$687K · 7K shares
$626K · 1K shares
$596K · 5K shares
$555K · 10K shares
$518K · 3K shares
$517K · 2K shares
$514K · 2K shares
$478K · 782 shares
$467K · 3K shares
$437K · 9K shares
$428K · 4K shares
$423K · 11K shares
$409K · 2K shares
$375K · 1K shares
$361K · 976 shares
$360K · 1K shares
$356K · 7K shares
$333K · 979 shares
$327K · 4K shares
$315K · 2K shares
$314K · 642 shares
$306K · 2K shares
$301K · 2K shares
$279K · 2K shares
$270K · 8K shares
$263K · 910 shares
$262K · 559 shares
$259K · 10K shares
$230K · 3K shares
$228K · 678 shares
$226K · 5K shares
$222K · 3K shares
$217K · 666 shares
$214K · 4K shares
$208K · 500 shares
$202K · 3K shares
$201K · 2K shares
$132K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 2 | $154.5M | 42.6% |
| Financial Services | 101 | $141.8M | 39.1% |
| Technology | 17 | $24.6M | 6.8% |
| Unknown | 10 | $22.0M | 6.1% |
| Communication Services | 6 | $7.8M | 2.1% |
| Consumer Cyclical | 6 | $4.6M | 1.3% |
| Healthcare | 8 | $3.3M | 0.9% |
| Industrials | 6 | $2.4M | 0.7% |
| Energy | 4 | $2.0M | 0.5% |