Narus Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Narus Financial Partners, LLC held in its portfolio 149 assets valued at $362,991,891 (i.e. $362.99M).
The most valuable assets in the portfolio included: WALMART INC ($154.09M), SPDR GOLD TR ($12.92M), and SPDR SERIES TRUST ($9.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Narus Financial Partners, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| WALMART INC | 1383052 | 154085819 | COM |
| SPDR GOLD TR | 32588 | 12914950 | GOLD SHS |
| SPDR SERIES TRUST | 262696 | 9872964 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 65294 | 9400410 | STATE STREET TEC |
| NVIDIA CORPORATION | 42106 | 7852802 | COM |
| VANGUARD TAX-MANAGED FDS | 117091 | 7314681 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 19030 | 5522783 | MID CAP ETF |
| APPLE INC | 19914 | 5413868 | COM |
| VANGUARD INDEX FDS | 14300 | 4794200 | TOTAL STK MKT |
| ISHARES TR | 61207 | 4370790 | EAFE VALUE ETF |
| ALPHABET INC | 13194 | 4129709 | CAP STK CL A |
| VANGUARD WORLD FD | 20652 | 3998847 | COMM SRVC ETF |
| SELECT SECTOR SPDR TR | 64962 | 3557969 | STATE STREET FIN |
| INVESCO EXCH TRADED FD TR II | 60692 | 3435537 | S&P SMLCP INFO |
| ISHARES TR | 42702 | 3310663 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 12276 | 3166551 | SMALL CP ETF |
| DIMENSIONAL ETF TRUST | 41922 | 2920706 | US SMALL CAP ETF |
| ISHARES TR | 29009 | 2792696 | RUS MID CAP ETF |
| ISHARES TR | 25721 | 2755014 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 4321 | 2709829 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 13433 | 2565530 | VALUE ETF |
| META PLATFORMS INC | 3868 | 2553408 | CL A |
| J P MORGAN EXCHANGE TRADED F | 55127 | 2551839 | INCOME ETF |
| INVESCO QQQ TR | 4104 | 2521379 | UNIT SER 1 |
| SELECT SECTOR SPDR TR | 24434 | 2507310 | STATE STREET CON |
| ISHARES TR | 22657 | 2417502 | SHRT NAT MUN ETF |
| WISDOMTREE TR | 51101 | 2365465 | INDIA ERNGS FD |
| VANGUARD BD INDEX FDS | 31735 | 2350611 | TOTAL BND MRKT |
| ISHARES TR | 19364 | 2327210 | CORE S&P SCP ETF |
| ISHARES TR | 3377 | 2312725 | CORE S&P500 ETF |
| DIMENSIONAL ETF TRUST | 46795 | 2243820 | SHORT DURATION F |
| AMAZON COM INC | 9392 | 2167861 | COM |
| VANGUARD SCOTTSDALE FDS | 27017 | 2154065 | SHRT TRM CORP BD |
| SPDR S&P 500 ETF TR | 3024 | 2062126 | TR UNIT |
| ISHARES TR | 20240 | 2021571 | CORE US AGGBD ET |
| MICROSOFT CORP | 4076 | 1971431 | COM |
| SELECT SECTOR SPDR TR | 12502 | 1935384 | STATE STREET HEA |
| J P MORGAN EXCHANGE TRADED F | 34730 | 1769146 | ULTRA SHT MUNCPL |
| BERKSHIRE HATHAWAY INC DEL | 3429 | 1723587 | CL B NEW |
| INTERNATIONAL BUSINESS MACHS | 5535 | 1639453 | COM |
| ISHARES GOLD TR | 20135 | 1634358 | ISHARES NEW |
| ISHARES TR | 16886 | 1621563 | MSCI EAFE ETF |
| INVESCO DB MULTI-SECTOR COMM | 131785 | 1607780 | OIL FD |
| ISHARES TR | 17214 | 1500372 | 20 YR TR BD ETF |
| ORACLE CORP | 7636 | 1488322 | COM |
| VANECK ETF TRUST | 29025 | 1483758 | HIGH YLD MUNIETF |
| VANGUARD INTL EQUITY INDEX F | 25898 | 1392250 | FTSE EMR MKT ETF |
| JPMORGAN CHASE & CO. | 4188 | 1349457 | COM |
| DIMENSIONAL ETF TRUST | 40487 | 1333642 | INTL SMALL CAP E |
| ISHARES TR | 12028 | 1262940 | GLOBAL TECH ETF |
| ISHARES TR | 12248 | 1255869 | CORE S&P US VLU |
| SPDR INDEX SHS FDS | 27824 | 1235664 | PORTFOLIO DEVLPD |
| BROADCOM INC | 3371 | 1166600 | COM |
| GOLDMAN SACHS ETF TR | 11639 | 1163202 | ACCES TREASURY |
| J P MORGAN EXCHANGE TRADED F | 20449 | 1034515 | ULTRA SHRT ETF |
| QUALCOMM INC | 5768 | 986571 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 40038 | 974125 | NYLI MACKAY MUN |
| VANGUARD WORLD FD | 1287 | 970115 | INF TECH ETF |
| ISHARES TR | 3878 | 954649 | RUSSELL 2000 ETF |
| ISHARES TR | 11582 | 933857 | IBOXX HI YD ETF |
| EXXON MOBIL CORP | 7655 | 921203 | COM |
| ISHARES TR | 5100 | 845631 | DOW JONES US ETF |
| SELECT SECTOR SPDR TR | 18405 | 822888 | STATE STREET ENE |
| VANGUARD INDEX FDS | 1650 | 804969 | GROWTH ETF |
| KLA CORP | 658 | 799523 | COM NEW |
| DIMENSIONAL ETF TRUST | 16971 | 790679 | US MKTWIDE VALUE |
| TESLA INC | 1738 | 781613 | COM |
| VANGUARD BD INDEX FDS | 9850 | 776278 | SHORT TRM BOND |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SELECT SECTOR SPDR TR | 17396 | 742644 | STATE STREET UTI |
| J P MORGAN EXCHANGE TRADED F | 15114 | 736052 | INTL BD OPP ETF |
| ISHARES TR | 7522 | 716245 | MBS ETF |
| ISHARES TR | 7150 | 687544 | 7-10 YR TRSY BD |
| VISA INC | 1863 | 653385 | COM CL A |
| VANGUARD INDEX FDS | 3649 | 647223 | MCAP VL IDXVIP |
| NORTHROP GRUMMAN CORP | 1099 | 626661 | COM |
| ISHARES TR | 5239 | 596827 | EAFE GRWTH ETF |
| ISHARES TR | 5386 | 593807 | AGENCY BOND ETF |
| VANGUARD SCOTTSDALE FDS | 6966 | 583403 | INT-TERM CORP |
| UNITEDHEALTH GROUP INC | 1745 | 576155 | COM |
| WELLS FARGO CO NEW | 6028 | 561836 | COM |
| J P MORGAN EXCHANGE TRADED F | 9550 | 555046 | NASDAQ EQT PREM |
| ELI LILLY & CO | 492 | 528743 | COM |
| BOOKING HOLDINGS INC | 98 | 524822 | COM |
| CHEVRON CORP NEW | 3405 | 518902 | COM |
| PALANTIR TECHNOLOGIES INC | 2914 | 517964 | CL A |
| VANGUARD INDEX FDS | 2442 | 517191 | SM CP VAL ETF |
| ISHARES TR | 12441 | 516061 | INTERNATIONAL SL |
| TAIWAN SEMICONDUCTOR MFG LTD | 1693 | 514486 | SPONSORED ADS |
| CATERPILLAR INC | 898 | 514437 | COM |
| ABBVIE INC | 2104 | 480743 | COM |
| EMCOR GROUP INC | 782 | 478420 | COM |
| INVESCO EXCH TRD SLF IDX FD | 8247 | 471396 | RAFI STRATGIC US |
| TJX COS INC NEW | 3045 | 467742 | COM |
| HEALTHEQUITY INC | 4941 | 452645 | COM |
| ADOBE INC | 1267 | 443437 | COM |
| VANGUARD MUN BD FDS | 8701 | 437573 | TAX EXEMPT BD |
| COSTCO WHSL CORP NEW | 503 | 434078 | COM |
| DECKERS OUTDOOR CORP | 4130 | 428157 | COM |
| ISHARES TR | 11329 | 423648 | BROAD USD HIGH |
| VANGUARD WORLD FD | 1066 | 419919 | CONSUM DIS ETF |
| DIMENSIONAL ETF TRUST | 8204 | 409380 | INTERNATNAL VAL |
| APPLIED MATLS INC | 1592 | 409128 | COM |
| INVESCO EXCHANGE TRADED FD T | 3948 | 404354 | S&P MDCP QUALITY |
| VANGUARD SPECIALIZED FUNDS | 1835 | 403296 | DIV APP ETF |
| INVESCO ACTVELY MNGD ETC FD | 30213 | 400322 | OPTIMUM YIELD |
| FIRST TR EXCHANGE TRADED FD | 2553 | 390692 | NASDQ CLN EDGE |
| DIMENSIONAL ETF TRUST | 10231 | 389903 | INTL CORE EQT MK |
| GRAYSCALE BITCOIN TRUST ETF | 5568 | 380628 | SHS REP COM UT |
| VANGUARD WORLD FD | 1304 | 375356 | HEALTH CAR ETF |
| GE AEROSPACE | 1182 | 364119 | COM NEW |
| MCKESSON CORP | 441 | 361748 | COM |
| AMERICAN EXPRESS CO | 976 | 361071 | COM |
| ISHARES INC | 4472 | 361069 | MSCI JAPAN ETF |
| ALPHABET INC | 1149 | 360443 | CAP STK CL C |
| ISHARES INC | 4943 | 359257 | MSCI EMRG CHN |
| BRISTOL-MYERS SQUIBB CO | 6615 | 356813 | COM |
| FIRST TR EXCHANGE TRADED FD | 4925 | 351860 | NASDAQ CYB ETF |
| NETFLIX INC | 3712 | 348037 | COM |
| SPDR DOW JONES INDL AVERAGE | 700 | 336399 | UT SER 1 |
| EVERCORE INC | 979 | 333105 | CLASS A |
| CISCO SYS INC | 4246 | 327069 | COM |
| FIRST TR EXCHANGE TRADED FD | 3226 | 317185 | RBA INDL ETF |
| VALERO ENERGY CORP | 1936 | 315161 | COM |
| AMERIPRISE FINL INC | 642 | 314798 | COM |
| THE CIGNA GROUP | 1116 | 307157 | COM |
| NOVARTIS AG | 2189 | 301797 | SPONSORED ADR |
| SELECT SECTOR SPDR TR | 2377 | 279834 | STATE STREET COM |
| DIMENSIONAL ETF TRUST | 8505 | 279729 | US SMALL CAP VAL |
| SPDR INDEX SHS FDS | 5818 | 272341 | PORTFOLIO EMG MK |
| ISHARES TR | 7977 | 270420 | US TELECOM ETF |
| TRAVELERS COMPANIES INC | 910 | 263955 | COM |
| CROWDSTRIKE HLDGS INC | 559 | 262037 | CL A |
| AT&T INC | 10455 | 259702 | COM |
| ISHARES TR | 2340 | 257189 | TIPS BD ETF |
| FIRST TR EXCHANGE-TRADED FD | 2625 | 242843 | CAP STRENGTH ETF |
| VANGUARD INDEX FDS | 750 | 236100 | LARGE CAP ETF |
| NETAPP INC | 2174 | 232814 | COM |
| COREWEAVE INC | 3225 | 230927 | COM CL A |
| GENERAL DYNAMICS CORP | 678 | 228191 | COM |
| INVESCO EXCH TRADED FD TR II | 5375 | 226259 | S&P SMLCAP QTY |
| SHELL PLC | 3028 | 222497 | SPON ADS |
| AMGEN INC | 666 | 217988 | COM |
| ISHARES TR | 4212 | 214222 | FLTG RATE NT ETF |
| AUTOZONE INC | 63 | 213665 | COM |
| TOPBUILD CORP | 500 | 208595 | COM |
| ZIONS BANCORPORATION N A | 3452 | 202080 | COM |
| VANGUARD MUN BD FDS | 2000 | 201660 | INTERMEDIATE TRM |
| VODAFONE GROUP PLC NEW | 10000 | 132100 | SPONSORED ADR |
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