Narus Financial Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$381.6M
Q ending 2026-03-31
Prior quarter
$363.0M
Q ending 2025-12-31
Change
+5.1% QoQ · +29.8% YoY
Positions
162
reported holdings
Largest positions
Top 100 of 162 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Walmart Inc | WMT | Shares | $167.5M | 1.3M |
| Spdr Gold Tr | GLD | Shares | $14.0M | 32K |
| Select Sector Spdr Tr | XLK | Shares | $9.1M | 69K |
| Vanguard Tax-Managed Fds | VEA | Shares | $7.6M | 119K |
| Nvidia Corporation | NVDA | Shares | $7.5M | 43K |
| Vanguard Index Fds | VO | Shares | $5.6M | 19K |
| Apple Inc | AAPL | Shares | $5.1M | 20K |
| Vanguard Index Fds | VTI | Shares | $4.6M | 14K |
| Ishares Tr | EFV | Shares | $4.6M | 61K |
| Alphabet Inc | GOOGL | Shares | $3.8M | 13K |
| Vanguard World Fd | VOX | Shares | $3.8M | 21K |
| Invesco Exch Traded Fd Tr Ii | PSCT | Shares | $3.7M | 62K |
| Ishares Tr | SCZ | Shares | $3.4M | 44K |
| Select Sector Spdr Tr | XLF | Shares | $3.2M | 66K |
| J P Morgan Exchange Traded F | JPIE | Shares | $3.1M | 68K |
| Vanguard Index Fds | VB | Shares | $3.1M | 12K |
| Ishares Tr | IWR | Shares | $3.0M | 31K |
| Dimensional Etf Trust | DFAS | Shares | $2.9M | 41K |
| Ishares Tr | MUB | Shares | $2.9M | 27K |
| Invesco Db Multi-Sector Comm | DBO | Shares | $2.8M | 144K |
| Vanguard Bd Index Fds | BND | Shares | $2.7M | 37K |
| Vanguard Scottsdale Fds | VCSH | Shares | $2.7M | 34K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| Spdr Series Trust | SPTI | Shares | $2.6M | 91K |
| Vanguard Index Fds | VTV | Shares | $2.6M | 13K |
| Invesco Qqq Tr | QQQ | Shares | $2.4M | 4K |
| Ishares Tr | SUB | Shares | $2.4M | 22K |
| Meta Platforms Inc | META | Shares | $2.3M | 4K |
| Ishares Tr | IJR | Shares | $2.3M | 18K |
| Spdr Series Trust | SPYM | Shares | $2.2M | 29K |
| Dimensional Etf Trust | DFSD | Shares | $2.2M | 47K |
| Ishares Tr | IVV | Shares | $2.2M | 3K |
| Amazon Com Inc | AMZN | Shares | $2.2M | 10K |
| Vaneck Etf Trust | HYD | Shares | $2.1M | 42K |
| Ishares Tr | AGG | Shares | $2.0M | 21K |
| Wisdomtree Tr | EPI | Shares | $2.0M | 49K |
| Select Sector Spdr Tr | XLV | Shares | $1.9M | 13K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.8M | 3K |
| Ishares Gold Tr | IAU | Shares | $1.8M | 20K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.8M | 35K |
| Microsoft Corp | MSFT | Shares | $1.8M | 5K |
| Goldman Sachs Etf Tr | GBIL | Shares | $1.7M | 17K |
| Ishares Tr | EFA | Shares | $1.6M | 17K |
| Select Sector Spdr Tr | XLY | Shares | $1.6M | 15K |
| Exxon Mobil Corp | XOM | Shares | $1.5M | 9K |
| Ishares Tr | TLT | Shares | $1.5M | 17K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.4M | 25K |
| International Business Machs | IBM | Shares | $1.4M | 6K |
| Spdr Index Shs Fds | SPDW | Shares | $1.3M | 30K |
| Dimensional Etf Trust | DFIS | Shares | $1.3M | 40K |
| Jpmorgan Chase & Co | JPM | Shares | $1.3M | 4K |
| Ishares Tr | IUSV | Shares | $1.3M | 12K |
| Oracle Corp | ORCL | Shares | $1.2M | 8K |
| Spdr Series Trust | SPTL | Shares | $1.2M | 46K |
| Ishares Tr | IXN | Shares | $1.2M | 12K |
| Vanguard Index Fds | VOE | Shares | $1.1M | 6K |
| Select Sector Spdr Tr | XLE | Shares | $1.1M | 18K |
| Broadcom Inc | AVGO | Shares | $1.1M | 4K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.0M | 20K |
| Kla Corp | KLAC | Shares | $969K | 658 |
| New York Life Invts Active E | MMIT | Shares | $965K | 40K |
| Ishares Tr | IWM | Shares | $953K | 4K |
| Select Sector Spdr Tr | XLP | Shares | $943K | 12K |
| Vanguard World Fd | VGT | Shares | $937K | 1K |
| Spdr Series Trust | SJNK | Shares | $913K | 37K |
| Ishares Tr | HYG | Shares | $906K | 11K |
| Qualcomm Inc | QCOM | Shares | $902K | 7K |
| J P Morgan Exchange Traded F | JPIB | Shares | $842K | 18K |
| Spdr Series Trust | SPAB | Shares | $841K | 33K |
| Dimensional Etf Trust | DFUV | Shares | $822K | 17K |
| Ishares Tr | IYY | Shares | $808K | 5K |
| Select Sector Spdr Tr | XLU | Shares | $803K | 17K |
| Caterpillar Inc | CAT | Shares | $801K | 1K |
| Chevron Corporation | CVX | Shares | $762K | 4K |
| Ishares Tr | MBB | Shares | $752K | 8K |
| Northrop Grumman Corp | NOC | Shares | $750K | 1K |
| Vanguard Index Fds | VUG | Shares | $725K | 2K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Vanguard Bd Index Fds | BSV | Shares | $709K | 9K |
| Netflix Inc. | NFLX | Shares | $692K | 7K |
| Ishares Tr | IEF | Shares | $689K | 7K |
| Visa Inc | V | Shares | $670K | 2K |
| Ishares Tr | AGZ | Shares | $629K | 6K |
| Vanguard Scottsdale Fds | VCIT | Shares | $605K | 7K |
| Emcor Group Inc | EME | Shares | $589K | 798 |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $576K | 33K |
| Ishares Tr | ISCF | Shares | $569K | 14K |
| Applied Matls Inc | AMAT | Shares | $556K | 2K |
| Spdr Series Trust | SPMD | Shares | $555K | 9K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $548K | 10K |
| Costco Wholesale Corporation | COST | Shares | $546K | 548 |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $545K | 5K |
| Ishares Tr | EFG | Shares | $529K | 5K |
| Tesla Inc | TSLA | Shares | $525K | 1K |
| Unitedhealth Group Inc | UNH | Shares | $519K | 2K |
| Taiwan Semiconductor Manufac | TSM | Shares | $517K | 2K |
| Valero Energy Corp | VLO | Shares | $516K | 2K |
| Dimensional Etf Trust | DFIV | Shares | $513K | 10K |
| Abbvie Inc | ABBV | Shares | $502K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.