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Narus Financial Partners, LLC — 13F Holdings & Portfolio

CIK 1698091 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Narus Financial Partners, LLC manages $389.3M in 13F-reported U.S. long-equity assets across 177 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WMT (38.90%), XLK (3.39%), GLD (3.03%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 23 new positions and exited 8; 80 existing positions rose in reported value and 33 fell.

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
$389.3M

Long-equity book

Holdings
177

Distinct positions

Period
2026-06-30

Filed 2026-07-31

Q/Q Activity
+23 / −8 / ↑80 / ↓33

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
WMT38.9% · -1%XLK3.4% · +1%GLD3.0% · -1%VEA2.2% · +1%NVDA2.0% · -10%VO1.6% · +306%PSCT1.4% · -2%VTI1.3% · -2%AAPL1.3% · -11%EFV1.2% · -3%VOX1.0% · +2%GOOGL1.0% · -20%SCZ0.9% · -1%DFAS0.9% · +4%IWR0.9% · +3%JPIE0.9% · +11%BND0.9% · +26%XLF0.9% · -4%VB0.9% · -5%MUB0.8% · +9%VTV0.8% · +6%QQQ0.8% · -1%SPTI0.7% · +9%IJR0.7% · +1%SPYM0.7% · +2%VCSH0.7% · -4%VOO0.7% · -15%IVV0.6% · -2%SUB0.6% · -2%DBO0.6% · -9%HYD0.6% · +8%DFSD0.6% · +2%SPY0.6% · +4%XLV0.6% · +7%AMZN0.5% · -17%AGG0.5% · +1%KLAC0.5% · +902%EPI0.5% · -11%META0.5% · -22%JMST0.4% · -3%IXN0.4% · -2%BRK.B0.4% · -10%MSFT0.4% · -7%EFA0.4% · -4%SPDW0.4% · +8%IBM0.4% · +1%XLY0.4% · -7%TLT0.4% · +1%GBIL0.4% · -15%VWO0.4% · -3%IAU0.4% · -5%VGT0.4% · +768%DFIS0.4% · -2%SPTL0.4% · +13%IUSV0.3% · -1%JPM0.3% · -9%VOE0.3% · +2%QCOM0.3% · -4%ORCL0.3% · -1%VUG0.3% · +755%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 56.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 9, 2026.

Assets Under Management
$559.0M
Discretionary
$544.9M
Employees
6
Accounts
574
Address
1245 E. BRICKYARD ROAD
SUITE 160
SALT LAKE CITY, UT 84106
Phone
(866) 534-0530
Website
Name Title / Status Ownership Type
BOWERS, TRENT, ALAN ControlMEMBER AND CHIEF INVESTMENT STRATEGIST
since Oct 2014
25–50%Individual
GUNN-SCHINKER, SARA, CHRISTIAN ControlCHIEF COMPLIANCE OFFICER
since May 2016
Less than 5%Individual
LAMB, CURTIS, TEICHERT ControlMEMBER
since Oct 2014
25–50%Individual
ROBINSON, MICHAEL, WILLIAM ControlMEMBER
since Oct 2014
25–50%Individual
STUBBS, JARED, DANIEL ControlMEMBER AND PRESIDENT
since Oct 2014
25–50%Individual
Ownership & leadership changes · 3 filings with changes since Oct 16, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 11, 2021 filing
  • No longer listedMERRYMAN, BENJAMIN, MICHAEL · MANAGING MEMBER AND PRESIDENT · 50–75% · control person · listed since Oct 2014
  • No longer listedWHITAKER, LARRY, CHARLES · MEMBER · 10–25% · control person · listed since Oct 2014
  • ChangedBOWERS, TRENT, ALAN · ownership 5–10% → 25–50%
  • ChangedLAMB, CURTIS, TEICHERT · ownership 5–10% → 25–50%
  • ChangedROBINSON, MICHAEL, WILLIAM · ownership 5–10% → 25–50%
  • ChangedSTUBBS, JARED, DANIEL · title MEMBER AND CHIEF EXECUTIVE OFFICER → MEMBER AND PRESIDENT; ownership 5–10% → 25–50%
Jun 24, 2016 filing
  • AddedGUNN-SCHINKER, SARA, CHRISTIAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedROBINSON, MICHAEL, WILLIAM · title CHIEF COMPLIANCE OFFICER / MEMBER → MEMBER
  • ChangedSTUBBS, JARED, DANIEL · title MEMBER → MEMBER AND CHIEF EXECUTIVE OFFICER
Jan 19, 2015 filing
  • ChangedROBINSON, MICHAEL, WILLIAM · title MEMBER → CHIEF COMPLIANCE OFFICER / MEMBER
  • ChangedSTUBBS, JARED, DANIEL · title MEMBER AND CHIEF COMPLIANCE OFFICER → MEMBER
Oct 16, 2014 filing (earliest on record)
  • ListedBOWERS, TRENT, ALAN · MEMBER AND CHIEF INVESTMENT STRATEGIST · 5–10% · control person
  • ListedLAMB, CURTIS, TEICHERT · MEMBER · 5–10% · control person
  • ListedMERRYMAN, BENJAMIN, MICHAEL · MANAGING MEMBER AND PRESIDENT · 50–75% · control person
  • ListedROBINSON, MICHAEL, WILLIAM · MEMBER · 5–10% · control person
  • ListedSTUBBS, JARED, DANIEL · MEMBER AND CHIEF COMPLIANCE OFFICER · 5–10% · control person
  • ListedWHITAKER, LARRY, CHARLES · MEMBER · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Narus Financial Partners, LLC Holdings (2026-06-30)

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 $151.5M 38.90% 1,337,289 SH
2 SELECT SECTOR SPDR TR XLK 81369Y803 $13.2M 3.39% 69,259 SH
3 SPDR GOLD TR GLD 78463V107 $11.8M 3.03% 32,031 SH
4 VANGUARD TAX-MANAGED FDS VEA 921943858 $8.6M 2.20% 120,118 SH
5 NVIDIA CORPORATION NVDA 67066G104 $7.7M 1.97% 38,370 SH
6 VANGUARD INDEX FDS VO 922908629 $6.3M 1.63% 78,625 SH
7 INVESCO EXCH TRADED FD TR II PSCT 46138E115 $5.6M 1.44% 60,542 SH
8 VANGUARD INDEX FDS VTI 922908769 $5.2M 1.35% 14,176 SH
9 APPLE INC AAPL 037833100 $5.2M 1.33% 17,935 SH
10 ISHARES TR EFV 464288877 $4.6M 1.17% 59,573 SH
11 VANGUARD WORLD FD VOX 92204A884 $3.9M 1.01% 21,329 SH
12 ALPHABET INC GOOGL 02079K305 $3.8M 0.97% 10,531 SH
13 ISHARES TR SCZ 464288273 $3.6M 0.91% 43,185 SH
14 DIMENSIONAL ETF TRUST DFAS 25434V500 $3.5M 0.90% 42,725 SH
15 ISHARES TR IWR 464287499 $3.5M 0.89% 31,478 SH
16 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $3.4M 0.88% 74,803 SH
17 VANGUARD BD INDEX FDS BND 921937835 $3.4M 0.88% 46,908 SH
18 SELECT SECTOR SPDR TR XLF 81369Y605 $3.4M 0.87% 63,372 SH
19 VANGUARD INDEX FDS VB 922908751 $3.4M 0.86% 11,065 SH
20 ISHARES TR MUB 464288414 $3.1M 0.81% 29,172 SH
21 VANGUARD INDEX FDS VTV 922908744 $3.1M 0.79% 14,127 SH
22 INVESCO QQQ TR QQQ 46090E103 $3.0M 0.77% 4,076 SH
23 SPDR SERIES TRUST SPTI 78464A672 $2.8M 0.72% 98,954 SH
24 ISHARES TR IJR 464287804 $2.7M 0.71% 18,532 SH
25 SPDR SERIES TRUST SPYM 78464A854 $2.6M 0.68% 29,904 SH
26 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $2.6M 0.66% 32,320 SH
27 VANGUARD INDEX FDS VOO 922908363 $2.6M 0.66% 3,718 SH
28 ISHARES TR IVV 464287200 $2.5M 0.64% 3,317 SH
29 ISHARES TR SUB 464288158 $2.3M 0.60% 21,774 SH
30 INVESCO DB MULTI-SECTOR COMM DBO 46140H403 $2.3M 0.60% 131,344 SH
31 VANECK ETF TRUST HYD 92189H409 $2.3M 0.59% 44,730 SH
32 DIMENSIONAL ETF TRUST DFSD 25434V864 $2.3M 0.58% 47,509 SH
33 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.1M 0.55% 2,868 SH
34 SELECT SECTOR SPDR TR XLV 81369Y209 $2.1M 0.55% 13,498 SH
35 AMAZON COM INC AMZN 023135106 $2.1M 0.53% 8,607 SH
36 ISHARES TR AGG 464287226 $2.1M 0.53% 20,716 SH
37 KLA CORP KLAC 482480100 $2.0M 0.51% 6,593 SH
38 WISDOMTREE TR EPI 97717W422 $1.9M 0.48% 43,958 SH
39 META PLATFORMS INC META 30303M102 $1.8M 0.46% 3,184 SH
40 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $1.7M 0.44% 33,965 SH
41 ISHARES TR IXN 464287291 $1.7M 0.44% 11,828 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.7M 0.43% 3,348 SH
43 MICROSOFT CORP MSFT 594918104 $1.7M 0.43% 4,467 SH
44 ISHARES TR EFA 464287465 $1.7M 0.42% 15,925 SH
45 SPDR INDEX SHS FDS SPDW 78463X889 $1.6M 0.41% 32,002 SH
46 INTERNATIONAL BUSINESS MACHS IBM 459200101 $1.6M 0.41% 5,704 SH
47 SELECT SECTOR SPDR TR XLY 81369Y407 $1.6M 0.41% 13,572 SH
48 ISHARES TR TLT 464287432 $1.5M 0.39% 17,539 SH
49 GOLDMAN SACHS ETF TR GBIL 381430529 $1.5M 0.38% 14,755 SH
50 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.5M 0.38% 24,732 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $389.3M 177 0001698091-26-000004
2026-03-31 2026-04-21 $381.6M 163 0001698091-26-000003
2025-12-31 2026-02-09 $363.0M 162 0001698091-26-000002
Filer Information
Address
1245 E BRICKYARD ROAD
SUITE 160
SALT LAKE CITY, UT 84106
Phone
(866) 534-0530
Filing Manager
Narus Financial Partners, LLC
SALT LAKE CITY, UT
Signatory
Michael W. Robinson
Owner, COO