Narus Financial Partners, LLC 13F Holdings · Q2 2026
Narus Financial Partners, LLC reported 177 securities worth $389.31M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WMT (38.90%), XLK (3.39%), GLD (3.03%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $151.5M | 38.90% | 1.3M | Trimmed |
| 2 | XLK | SELECT SECTOR SPDR TR | $13.2M | 3.39% | 69,259 | Added |
| 3 | GLD | SPDR GOLD TR | $11.8M | 3.03% | 32,031 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 2.20% | 120,118 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $7.7M | 1.97% | 38,370 | Trimmed |
| 6 | VO | VANGUARD INDEX FDS | $6.3M | 1.63% | 78,625 | Added |
| 7 | PSCT | INVESCO EXCH TRADED FD TR II | $5.6M | 1.44% | 60,542 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $5.2M | 1.35% | 14,176 | Trimmed |
| 9 | AAPL | APPLE INC | $5.2M | 1.33% | 17,935 | Trimmed |
| 10 | EFV | ISHARES TR | $4.6M | 1.17% | 59,573 | Trimmed |
| 11 | VOX | VANGUARD WORLD FD | $3.9M | 1.01% | 21,329 | Added |
| 12 | GOOGL | ALPHABET INC | $3.8M | 0.97% | 10,531 | Trimmed |
| 13 | SCZ | ISHARES TR | $3.6M | 0.91% | 43,185 | Trimmed |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $3.5M | 0.90% | 42,725 | Added |
| 15 | IWR | ISHARES TR | $3.5M | 0.89% | 31,478 | Added |
| 16 | BND | VANGUARD BD INDEX FDS | $3.4M | 0.88% | 46,908 | Added |
| 17 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.4M | 0.88% | 74,803 | Added |
| 18 | XLF | SELECT SECTOR SPDR TR | $3.4M | 0.87% | 63,372 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $3.4M | 0.86% | 11,065 | Trimmed |
| 20 | MUB | ISHARES TR | $3.1M | 0.81% | 29,172 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $3.1M | 0.79% | 14,127 | Added |
| 22 | QQQ | INVESCO QQQ TR | $3.0M | 0.77% | 4,076 | Trimmed |
| 23 | SPTI | SPDR SERIES TRUST | $2.8M | 0.72% | 98,954 | Added |
| 24 | IJR | ISHARES TR | $2.7M | 0.71% | 18,532 | Added |
| 25 | SPYM | SPDR SERIES TRUST | $2.6M | 0.68% | 29,904 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR