Narus Financial Partners, LLC — 13F Holdings & Portfolio
CIK 1698091 · latest 13F-HR filed 2026-04-21
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$381.6M
Long-equity book
Holdings
163
Distinct positions
Period
2026-03-31
Filed 2026-04-21
Q/Q Activity
+10 / −8 / ↑51 / ↓40
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WALMART INC$13.4M +8.7%
- INVESCO DB MULTI-SECTOR COMM$1.2M +76.5%
- SPDR GOLD TR$1.0M +8.1%
- VANECK ETF TRUST$598.6K +40.3%
- EXXON MOBIL CORP$583.0K +63.3%
Top Trims
- NVIDIA CORPORATION-$402.8K -5.1%
- WISDOMTREE TR-$350.4K -14.8%
- ALPHABET INC-$341.1K -8.3%
- SELECT SECTOR SPDR TR-$309.7K -8.7%
- APPLE INC-$286.7K -5.3%
New Positions
- AMERICAN CENTY ETF TR$393.2K
- INVESCO DB US DLR INDEX TR$248.3K
- JOHNSON & JOHNSON$232.7K
- GENERAL MILLS INC$225.2K
- INVESCO DB COMMDY INDX TRCK$217.1K
Exited Positions
- ADOBE INC$443.4K
- DECKERS OUTDOOR CORP$428.2K
- FIRST TR EXCHANGE TRADED FD$351.9K
- NETAPP INC$232.8K
- INVESCO EXCH TRADED FD TR II$226.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WALMART INC | WMT | 931142103 | $167.5M | 43.90% | 1,348,003 | SH |
| 2 | SPDR GOLD TR | GLD | 78463V107 | $14.0M | 3.66% | 32,445 | SH |
| 3 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $9.1M | 2.40% | 68,789 | SH |
| 4 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $7.6M | 2.00% | 119,261 | SH |
| 5 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.5M | 1.95% | 42,718 | SH |
| 6 | VANGUARD INDEX FDS | VO | 922908629 | $5.6M | 1.46% | 19,352 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $5.1M | 1.34% | 20,202 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $4.6M | 1.21% | 14,426 | SH |
| 9 | ISHARES TR | EFV | 464288877 | $4.6M | 1.20% | 61,447 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $3.8M | 0.99% | 13,175 | SH |
| 11 | VANGUARD WORLD FD | VOX | 92204A884 | $3.8M | 0.99% | 20,921 | SH |
| 12 | INVESCO EXCH TRADED FD TR II | PSCT | 46138E115 | $3.7M | 0.97% | 61,860 | SH |
| 13 | ISHARES TR | SCZ | 464288273 | $3.4M | 0.89% | 43,517 | SH |
| 14 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $3.2M | 0.85% | 65,795 | SH |
| 15 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $3.1M | 0.82% | 67,573 | SH |
| 16 | VANGUARD INDEX FDS | VB | 922908751 | $3.1M | 0.80% | 11,654 | SH |
| 17 | ISHARES TR | IWR | 464287499 | $3.0M | 0.78% | 30,580 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $2.9M | 0.77% | 41,148 | SH |
| 19 | ISHARES TR | MUB | 464288414 | $2.9M | 0.75% | 26,852 | SH |
| 20 | INVESCO DB MULTI-SECTOR COMM | DBO | 46140H403 | $2.8M | 0.74% | 144,284 | SH |
| 21 | VANGUARD BD INDEX FDS | BND | 921937835 | $2.7M | 0.72% | 37,072 | SH |
| 22 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $2.7M | 0.70% | 33,786 | SH |
| 23 | VANGUARD INDEX FDS | VOO | 922908363 | $2.6M | 0.69% | 4,392 | SH |
| 24 | VANGUARD INDEX FDS | VTV | 922908744 | $2.6M | 0.68% | 13,264 | SH |
| 25 | SPDR SERIES TRUST | SPTI | 78464A672 | $2.6M | 0.68% | 90,611 | SH |
| 26 | INVESCO QQQ TR | QQQ | 46090E103 | $2.4M | 0.62% | 4,104 | SH |
| 27 | ISHARES TR | SUB | 464288158 | $2.4M | 0.62% | 22,218 | SH |
| 28 | META PLATFORMS INC | META | 30303M102 | $2.3M | 0.61% | 4,067 | SH |
| 29 | ISHARES TR | IJR | 464287804 | $2.3M | 0.60% | 18,286 | SH |
| 30 | SPDR SERIES TRUST | SPYM | 78464A854 | $2.2M | 0.59% | 29,297 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $2.2M | 0.58% | 46,587 | SH |
| 32 | ISHARES TR | IVV | 464287200 | $2.2M | 0.58% | 3,397 | SH |
| 33 | AMAZON COM INC | AMZN | 023135106 | $2.2M | 0.57% | 10,426 | SH |
| 34 | VANECK ETF TRUST | HYD | 92189H409 | $2.1M | 0.55% | 41,530 | SH |
| 35 | ISHARES TR | AGG | 464287226 | $2.0M | 0.53% | 20,521 | SH |
| 36 | WISDOMTREE TR | EPI | 97717W422 | $2.0M | 0.53% | 49,389 | SH |
| 37 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $1.9M | 0.49% | 12,656 | SH |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.8M | 0.47% | 3,742 | SH |
| 39 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $1.8M | 0.47% | 2,751 | SH |
| 40 | ISHARES GOLD TR | IAU | 464285204 | $1.8M | 0.47% | 20,224 | SH |
| 41 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $1.8M | 0.47% | 34,970 | SH |
| 42 | MICROSOFT CORP | MSFT | 594918104 | $1.8M | 0.47% | 4,808 | SH |
| 43 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $1.7M | 0.46% | 17,376 | SH |
| 44 | ISHARES TR | EFA | 464287465 | $1.6M | 0.42% | 16,561 | SH |
| 45 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $1.6M | 0.42% | 14,600 | SH |
| 46 | EXXON MOBIL CORP | XOM | 30231G102 | $1.5M | 0.39% | 8,866 | SH |
| 47 | ISHARES TR | TLT | 464287432 | $1.5M | 0.39% | 17,322 | SH |
| 48 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.4M | 0.36% | 25,389 | SH |
| 49 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $1.4M | 0.36% | 5,628 | SH |
| 50 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $1.3M | 0.35% | 29,508 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-21 | $381.6M | 163 | 0001698091-26-000003 |
| 2025-12-31 | 2026-02-09 | $363.0M | 162 | 0001698091-26-000002 |