Narus Financial Partners, LLC

Est. AUM

$379.0M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WALMART INC	COM	$167.5M	1348003	44.20%	SOLE
2	SPDR GOLD TR	GOLD SHS	$14.0M	32445	3.68%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET TEC	$9.1M	68789	2.41%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	119261	2.02%	SOLE
5	NVIDIA CORPORATION	COM	$7.5M	42718	1.97%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$5.6M	19352	1.47%	SOLE
7	APPLE INC	COM	$5.1M	20202	1.35%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	14426	1.22%	SOLE
9	ISHARES TR	EAFE VALUE ETF	$4.6M	61447	1.21%	SOLE
10	ALPHABET INC	CAP STK CL A	$3.8M	13175	1.00%	SOLE
11	VANGUARD WORLD FD	COMM SRVC ETF	$3.8M	20921	0.99%	SOLE
12	INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$3.7M	61860	0.98%	SOLE
13	ISHARES TR	EAFE SML CP ETF	$3.4M	43517	0.90%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET FIN	$3.2M	65795	0.86%	SOLE
15	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.1M	67573	0.82%	SOLE
16	VANGUARD INDEX FDS	SMALL CP ETF	$3.1M	11654	0.81%	SOLE
17	ISHARES TR	RUS MID CAP ETF	$3.0M	30580	0.78%	SOLE
18	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.9M	41148	0.77%	SOLE
19	ISHARES TR	NATIONAL MUN ETF	$2.9M	26852	0.75%	SOLE
20	INVESCO DB MULTI-SECTOR COMM	OIL FD	$2.8M	144284	0.75%	SOLE
21	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2.7M	37072	0.72%	SOLE
22	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.7M	33786	0.71%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4392	0.69%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$2.6M	13264	0.69%	SOLE
25	INVESCO QQQ TR	UNIT SER 1	$2.4M	4104	0.63%	SOLE
26	ISHARES TR	SHRT NAT MUN ETF	$2.4M	22218	0.62%	SOLE
27	META PLATFORMS INC	CL A	$2.3M	4067	0.61%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$2.3M	18286	0.60%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	29297	0.59%	SOLE
30	DIMENSIONAL ETF TRUST	SHORT DURATION F	$2.2M	46587	0.59%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$2.2M	3397	0.59%	SOLE
32	AMAZON COM INC	COM	$2.2M	10426	0.57%	SOLE
33	VANECK ETF TRUST	HIGH YLD MUNIETF	$2.1M	41530	0.55%	SOLE
34	ISHARES TR	CORE US AGGBD ET	$2.0M	20521	0.54%	SOLE
35	WISDOMTREE TR	INDIA ERNGS FD	$2.0M	49389	0.53%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET HEA	$1.9M	12656	0.49%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	3742	0.47%	SOLE
38	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2751	0.47%	SOLE
39	ISHARES GOLD TR	ISHARES NEW	$1.8M	20224	0.47%	SOLE
40	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.8M	34970	0.47%	SOLE
41	MICROSOFT CORP	COM	$1.8M	4808	0.47%	SOLE
42	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.7M	17376	0.46%	SOLE
43	ISHARES TR	MSCI EAFE ETF	$1.6M	16561	0.42%	SOLE
44	SELECT SECTOR SPDR TR	STATE STREET CON	$1.6M	14600	0.42%	SOLE
45	EXXON MOBIL CORP	COM	$1.5M	8866	0.40%	SOLE
46	ISHARES TR	20 YR TR BD ETF	$1.5M	17322	0.40%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	25389	0.36%	SOLE
48	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5628	0.36%	SOLE
49	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.3M	40002	0.36%	SOLE
50	SPDR INDEX SHS FDS	STATE STREET SPD	$1.3M	29508	0.36%	SOLE

1–50 of 162

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.