Universe · entity

Narus Financial Partners, LLC

Institutional manager (13F) · CIK 1698091
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $322M
#IssuerValueShares
1WALMART INC$168M1,348,003
2SPDR GOLD TR$14M32,445
3SELECT SECTOR SPDR TR$9M68,789
4VANGUARD TAX-MANAGED FDS$8M119,261
5NVIDIA CORPORATION$7M42,718
6VANGUARD INDEX FDS$6M19,352
7APPLE INC$5M20,202
8VANGUARD INDEX FDS$5M14,426
9ISHARES TR$5M61,447
10ALPHABET INC$4M13,175
11VANGUARD WORLD FD$4M20,921
12INVESCO EXCH TRADED FD TR II$4M61,860
13ISHARES TR$3M43,517
14SELECT SECTOR SPDR TR$3M65,795
15J P MORGAN EXCHANGE TRADED F$3M67,573
16VANGUARD INDEX FDS$3M11,654
17ISHARES TR$3M30,580
18DIMENSIONAL ETF TRUST$3M41,148
19ISHARES TR$3M26,852
20INVESCO DB MULTI-SECTOR COMM$3M144,284
21VANGUARD BD INDEX FDS$3M37,072
22VANGUARD SCOTTSDALE FDS$3M33,786
23VANGUARD INDEX FDS$3M4,392
24SPDR SERIES TRUST$3M90,961
25VANGUARD INDEX FDS$3M13,264
26INVESCO QQQ TR$2M4,104
27ISHARES TR$2M22,218
28META PLATFORMS INC$2M4,067
29ISHARES TR$2M18,286
30SPDR SERIES TRUST$2M29,297
31DIMENSIONAL ETF TRUST$2M46,587
32ISHARES TR$2M3,397
33AMAZON COM INC$2M10,426
34VANECK ETF TRUST$2M41,530
35ISHARES TR$2M20,521
36WISDOMTREE TR$2M49,389
37SELECT SECTOR SPDR TR$2M12,656
38BERKSHIRE HATHAWAY INC DEL$2M3,742
39STATE STR SPDR S&P 500 ETF T$2M2,751
40ISHARES GOLD TR$2M20,224
41J P MORGAN EXCHANGE TRADED F$2M34,970
42MICROSOFT CORP$2M4,808
43GOLDMAN SACHS ETF TR$2M17,376
44ISHARES TR$2M16,561
45SELECT SECTOR SPDR TR$2M14,600
46EXXON MOBIL CORP$2M8,866
47ISHARES TR$2M17,322
48VANGUARD INTL EQUITY INDEX F$1M25,389
49INTERNATIONAL BUSINESS MACHS$1M5,628
50SPDR INDEX SHS FDS$1M29,508
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.