Institutional Manager · CIK 0001698091
Narus Financial Partners, LLC
SALT LAKE CITY, UT · File #028-17958
Latest AUM
$93.9M
Positions
117
Top-10 Concentration
70.5%
Filings
20
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025162 pos · $363.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025171 pos · $365.5M
- 13F HOLDINGS REPORTQ/E Dec 2025117 pos · $93.9M
- 13F HOLDINGS REPORTQ/E Jun 2025157 pos · $320.4M
- 13F HOLDINGS REPORTQ/E Mar 2025149 pos · $294.0M
- 13F HOLDINGS REPORTQ/E Dec 2024145 pos · $295.7M
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $278.9M
- 13F HOLDINGS REPORTQ/E Jun 2024142 pos · $248.1M
- 13F HOLDINGS REPORTQ/E Mar 202470 pos · $136.3M
- 13F HOLDINGS REPORTQ/E Mar 202479 pos · $142.8M
- 13F HOLDINGS REPORTQ/E Mar 202472 pos · $129.3M
- 13F HOLDINGS REPORTQ/E Mar 2024142 pos · $234.3M
- 13F HOLDINGS REPORTQ/E Mar 2024107 pos · $167.8M
- 13F HOLDINGS REPORTQ/E Dec 2023124 pos · $194.9M
- 13F HOLDINGS REPORTQ/E Dec 2023110 pos · $158.2M
- 13F HOLDINGS REPORTQ/E Dec 2023112 pos · $157.0M
- 13F HOLDINGS REPORTQ/E Dec 2023114 pos · $173.2M
- 13F HOLDINGS REPORTQ/E Sep 2023112 pos · $178.8M
- 13F HOLDINGS REPORTQ/E Sep 2023120 pos · $193.5M
- 13F HOLDINGS REPORTQ/E Jun 2023111 pos · $184.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WALMART INC | WMT | 1,383,052 | $154.1M | 50.33% |
| 2 | SPDR GOLD TR | GLD | 32,588 | $12.9M | 4.22% |
| 3 | SELECT SECTOR SPDR TR | 81369Y803 | 65,294 | $9.4M | 3.07% |
| 4 | NVIDIA CORPORATION | NVDA | 42,106 | $7.9M | 2.57% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 117,091 | $7.3M | 2.39% |
| 6 | VANGUARD INDEX FDS | 922908629 | 19,030 | $5.5M | 1.80% |
| 7 | APPLE INC | AAPL | 19,914 | $5.4M | 1.77% |
| 8 | VANGUARD INDEX FDS | 922908769 | 14,300 | $4.8M | 1.57% |
| 9 | ISHARES TR | 464288877 | 61,207 | $4.4M | 1.43% |
| 10 | ALPHABET INC | GOOG | 13,194 | $4.1M | 1.35% |
| 11 | VANGUARD WORLD FD | 92204A884 | 20,652 | $4.0M | 1.31% |
| 12 | SELECT SECTOR SPDR TR | 81369Y605 | 64,962 | $3.6M | 1.16% |
| 13 | INVESCO EXCH TRADED FD TR II | IVZ | 60,692 | $3.4M | 1.12% |
| 14 | ISHARES TR | 464288273 | 42,702 | $3.3M | 1.08% |
| 15 | VANGUARD INDEX FDS | 922908751 | 12,276 | $3.2M | 1.03% |
| 16 | DIMENSIONAL ETF TRUST | 25434V500 | 41,922 | $2.9M | 0.95% |
| 17 | ISHARES TR | 464287499 | 29,009 | $2.8M | 0.91% |
| 18 | ISHARES TR | 464288414 | 25,721 | $2.8M | 0.90% |
| 19 | VANGUARD INDEX FDS | 922908363 | 4,321 | $2.7M | 0.89% |
| 20 | VANGUARD INDEX FDS | 922908744 | 13,433 | $2.6M | 0.84% |