Universe · entity
Narus Financial Partners, LLC
Institutional manager (13F) · CIK 1698091
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $322M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WALMART INC | $168M | 1,348,003 |
| 2 | SPDR GOLD TR | $14M | 32,445 |
| 3 | SELECT SECTOR SPDR TR | $9M | 68,789 |
| 4 | VANGUARD TAX-MANAGED FDS | $8M | 119,261 |
| 5 | NVIDIA CORPORATION | $7M | 42,718 |
| 6 | VANGUARD INDEX FDS | $6M | 19,352 |
| 7 | APPLE INC | $5M | 20,202 |
| 8 | VANGUARD INDEX FDS | $5M | 14,426 |
| 9 | ISHARES TR | $5M | 61,447 |
| 10 | ALPHABET INC | $4M | 13,175 |
| 11 | VANGUARD WORLD FD | $4M | 20,921 |
| 12 | INVESCO EXCH TRADED FD TR II | $4M | 61,860 |
| 13 | ISHARES TR | $3M | 43,517 |
| 14 | SELECT SECTOR SPDR TR | $3M | 65,795 |
| 15 | J P MORGAN EXCHANGE TRADED F | $3M | 67,573 |
| 16 | VANGUARD INDEX FDS | $3M | 11,654 |
| 17 | ISHARES TR | $3M | 30,580 |
| 18 | DIMENSIONAL ETF TRUST | $3M | 41,148 |
| 19 | ISHARES TR | $3M | 26,852 |
| 20 | INVESCO DB MULTI-SECTOR COMM | $3M | 144,284 |
| 21 | VANGUARD BD INDEX FDS | $3M | 37,072 |
| 22 | VANGUARD SCOTTSDALE FDS | $3M | 33,786 |
| 23 | VANGUARD INDEX FDS | $3M | 4,392 |
| 24 | SPDR SERIES TRUST | $3M | 90,961 |
| 25 | VANGUARD INDEX FDS | $3M | 13,264 |
| 26 | INVESCO QQQ TR | $2M | 4,104 |
| 27 | ISHARES TR | $2M | 22,218 |
| 28 | META PLATFORMS INC | $2M | 4,067 |
| 29 | ISHARES TR | $2M | 18,286 |
| 30 | SPDR SERIES TRUST | $2M | 29,297 |
| 31 | DIMENSIONAL ETF TRUST | $2M | 46,587 |
| 32 | ISHARES TR | $2M | 3,397 |
| 33 | AMAZON COM INC | $2M | 10,426 |
| 34 | VANECK ETF TRUST | $2M | 41,530 |
| 35 | ISHARES TR | $2M | 20,521 |
| 36 | WISDOMTREE TR | $2M | 49,389 |
| 37 | SELECT SECTOR SPDR TR | $2M | 12,656 |
| 38 | BERKSHIRE HATHAWAY INC DEL | $2M | 3,742 |
| 39 | STATE STR SPDR S&P 500 ETF T | $2M | 2,751 |
| 40 | ISHARES GOLD TR | $2M | 20,224 |
| 41 | J P MORGAN EXCHANGE TRADED F | $2M | 34,970 |
| 42 | MICROSOFT CORP | $2M | 4,808 |
| 43 | GOLDMAN SACHS ETF TR | $2M | 17,376 |
| 44 | ISHARES TR | $2M | 16,561 |
| 45 | SELECT SECTOR SPDR TR | $2M | 14,600 |
| 46 | EXXON MOBIL CORP | $2M | 8,866 |
| 47 | ISHARES TR | $2M | 17,322 |
| 48 | VANGUARD INTL EQUITY INDEX F | $1M | 25,389 |
| 49 | INTERNATIONAL BUSINESS MACHS | $1M | 5,628 |
| 50 | SPDR INDEX SHS FDS | $1M | 29,508 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.