Q3 2026 13F · SEC CIK 1698091

Narus Financial Partners, LLC

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $376.9M
Reported positions: 172
Top holdings a year, 3 yrs: +24.2%
Assets under management: $559.0M

Narus Financial Partners, LLC is a wealth manager that reported 172 positions worth $376.9M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Walmart Inc (WMT, 36.8%), Select Sector Spdr Tr (XLK, 3.6%), Spdr Gold Tr (GLD, 3.2%). A portfolio copying its top holdings returned 24.2% a year over the last 3 years, against 20.4% for the S&P 500.

Narus Financial Partners, LLC holdings largest 50 of 172 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Narus Financial Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
WMTWalmart Inc	36.8%	38.9%	1,335,824	-0.1%	$138.8M
XLKSelect Sector Spdr Tr	3.6%	3.4%	69,020	-0.3%	$13.5M
GLDSpdr Gold Tr	3.2%	3.0%	31,526	-1.6%	$12.0M
NVDANvidia Corporation	2.3%	2.0%	37,849	-1.4%	$8.6M
VEAVanguard Ftse Developed Markets Index Fu	2.2%	2.2%	119,621	-0.4%	$8.4M
VOVanguard Index Fds	1.6%	1.6%	78,461	-0.2%	$6.2M
AAPLApple Inc	1.5%	1.3%	16,841	-6.1%	$5.6M
VTIVanguard Index Fds	1.4%	1.3%	14,079	-0.7%	$5.3M
PSCTInvesco Exch Traded Fd Tr II	1.3%	1.4%	58,614	-3.2%	$4.7M
EFVIshares Tr	1.2%	1.2%	59,454	-0.2%	$4.7M
VOXVanguard Telecommunication Ser	1.1%	1.0%	21,352	+0.1%	$4.1M
SCZIshares Tr	1.0%	0.9%	42,493	-1.6%	$3.6M
GOOGLAlphabet Inc	0.9%	1.0%	10,267	-2.5%	$3.5M
BNDVanguard Bd Index Fds	0.9%	0.9%	49,236	+5.0%	$3.5M
IWRIshares Tr	0.9%	0.9%	31,226	-0.8%	$3.3M
DFASDimensional ETF Trust	0.9%	0.9%	42,824	+0.2%	$3.3M
XLFSelect Sector Spdr Tr	0.9%	0.9%	61,376	-3.1%	$3.3M
JPIEJpmorgan Income ETF	0.9%	0.9%	72,476	-3.1%	$3.3M
DBOInvesco Db Multi-Sector Comm	0.9%	0.6%	135,571	+3.2%	$3.2M
VTVVanguard Index Fds	0.8%	0.8%	14,756	+4.5%	$3.2M
QQQInvesco Qqq Tr	0.8%	0.8%	4,029	-1.2%	$3.0M
VBVanguard Index Fds	0.8%	0.9%	10,452	-5.5%	$3.0M
MUBIshares Tr	0.7%	0.8%	27,820	-4.6%	$2.8M
SPTISpdr Series Trust	0.7%	0.7%	99,903	+1.0%	$2.7M
SPLGSpdr Series Trust	0.7%	0.7%	29,894	-0.0%	$2.7M
XLVSelect Sector Spdr Tr	0.6%	0.6%	14,345	+6.3%	$2.4M
HYDVaneck ETF Trust	0.6%	0.6%	50,224	+12.3%	$2.4M
IJRIshares Tr	0.6%	0.7%	17,427	-6.0%	$2.4M
MSFTMicrosoft Corp	0.6%	0.4%	4,487	+0.4%	$2.3M
IVVIshares Tr	0.6%	0.6%	2,995	-9.7%	$2.3M
METAMeta Platforms Inc	0.6%	0.5%	3,131	-1.7%	$2.3M
SUBIshares Tr	0.6%	0.6%	21,096	-3.1%	$2.2M
DFSDDimensional Short-Duration Fixed Income	0.6%	0.6%	46,987	-1.1%	$2.2M
VCSHVanguard Scottsdale Fds	0.6%	0.7%	27,621	-14.5%	$2.1M
AMZNAmazon Com Inc	0.6%	0.5%	8,429	-2.1%	$2.1M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	2,737	-4.6%	$2.1M
MINTPimco Enhanced Short Maturity Active Exc	0.5%	—	19,996	—	$2.0M
AGGIshares Tr	0.5%	0.5%	20,529	-0.9%	$1.9M
VOOVanguard Index Fds	0.5%	0.7%	2,700	-27.4%	$1.9M
BINCBlackrock ETF Trust II	0.5%	—	36,367	—	$1.8M
JMSTJ P Morgan Exchange Traded F	0.5%	0.4%	36,015	+6.0%	$1.8M
AVDEAvantis International Equity ETF	0.5%	—	19,616	—	$1.8M
IXNIshares Tr	0.5%	0.4%	11,828	+0.0%	$1.8M
EPIWisdomtree Tr	0.5%	0.5%	42,520	-3.3%	$1.7M
VUGVanguard Index Fds	0.4%	—	18,542	—	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	3,284	-1.9%	$1.6M
EFAIshares Tr	0.4%	0.4%	15,436	-3.1%	$1.6M
SPDWSpdr Index Shs Fds	0.4%	0.4%	31,476	-1.6%	$1.6M
IAUIshares Gold Tr	0.4%	—	19,710	—	$1.5M
XLYSelect Sector Spdr Tr	0.4%	0.4%	13,892	+2.4%	$1.5M

What Narus Financial Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: +24.2% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$376.9M	172
Q2 2026	$389.3M	177
Q1 2026	$381.6M	162
Q4 2025	$363.0M	160
Q3 2025	$365.5M	168
Q2 2025	$320.4M	157
Q1 2025	$294.0M	149
Q4 2024	$295.7M	145
Q3 2024	$278.9M	149
Q2 2024	$248.1M	142
Q1 2024	$234.3M	142
Q4 2023	$207.6M	135

Questions about Narus Financial Partners, LLC's portfolio

What stocks does Narus Financial Partners, LLC own?

Narus Financial Partners, LLC's latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 172 positions worth $376.9M. The largest are Walmart Inc (WMT) at 36.8%, Select Sector Spdr Tr (XLK) at 3.6%, Spdr Gold Tr (GLD) at 3.2%, Nvidia Corporation (NVDA) at 2.3% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.2%.

What did Narus Financial Partners, LLC buy last quarter?

In Q3 2026, Narus Financial Partners, LLC added Vaneck ETF Trust (HYD) (+12.3% shares), Select Sector Spdr Tr (XLV) (+6.3% shares) and J P Morgan Exchange Traded F (JMST) (+6.0% shares), compared with its Q2 2026 filing.

What did Narus Financial Partners, LLC sell last quarter?

In Q3 2026, Narus Financial Partners, LLC cut from its top 50 Kla Corp (KLAC), cut from its top 50 International Business Machs (IBM), cut from its top 50 Ishares Tr (TLT), cut from its top 50 Goldman Sachs ETF Tr (GBIL), cut from its top 50 Vanguard Intl Equity Index F (VWO), Vanguard Index Fds (VOO) (-27.4% shares), Vanguard Scottsdale Fds (VCSH) (-14.5% shares) and Ishares Tr (IVV) (-9.7% shares), compared with its Q2 2026 filing.

How has Narus Financial Partners, LLC's portfolio performed?

A portfolio copying Narus Financial Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.0% against +20.1%.

When is Narus Financial Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Narus Financial Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Narus Financial Partners, LLC manage?

Narus Financial Partners, LLC reported $559.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $376.9M.