Narus Financial Partners, LLC

• WMT
  $138.8M
• SELECT
  $13.5M
• GLD
  $12.0M
• NVDA
  $8.6M
• VANGUARD
  $8.4M
• VANGUARD
  $6.2M
• AAPL
  $5.6M
• VANGUARD
  $5.3M
• INVESCO
  $4.7M
• ISHARES
  $4.7M
• VANGUARD
  $4.1M
• ISHARES
  $3.6M
• GOOGL
  $3.5M
• VANGUARD
  $3.5M
• ISHARES
  $3.3M
• DIMENSIONAL
  $3.3M
• SELECT
  $3.3M
• J
  $3.3M
• DBO
  $3.2M
• VANGUARD
  $3.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/narus-financial-partners-llc-1698091

Narus Financial Partners, LLC 13F holdings — Q3 2026

$376.9M portfolio (-3.2% QoQ) · 172 holdings · Q3 2026 13F · top 10 are 55% of the stock portfolio

• 1

  Walmart Inc.

  $WMT

  $138.8M

  36.8% of stocks

  -0.1%This quarter+1.3%Since filed4+ qtrsHeld
  AIQuality60.1#881Est. buyEstimated buy price is Pro: unlock with a free trial
• 2

  SELECT SECTOR SPDR TR - ST STR TECHN ETF

  $13.5M

  3.6% of stocks

  -0.3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 3

  SPDR GOLD TRUST

  $GLD

  $12.0M

  3.2% of stocks

  -2%This quarter-3.1%Since filed4+ qtrsHeld
  AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
• 4

  NVIDIA CORP

  $NVDA

  $8.6M

  2.3% of stocks

  -1%This quarter-0.5%Since filed4+ qtrsHeld
  AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
• 5

  VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  $8.4M

  2.2% of stocks

  -0.4%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 6

  VANGUARD INDEX FDS - MRNGSTR MID CAP

  $6.2M

  1.6% of stocks

  -0.2%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 7

  Apple Inc.

  $AAPL

  $5.6M

  1.5% of stocks

  -6%This quarter+0.3%Since filed4+ qtrsHeld
  AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
• 8

  VANGUARD INDEX FDS - MRNGSTR TTL STK

  $5.3M

  1.4% of stocks

  -0.7%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 9

  INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO

  $4.7M

  1.3% of stocks

  -3%This quarter—Since filed—Held
  AIQuality—Est. buy—
• 10

  ISHARES TR - EAFE VALUE ETF

  $4.7M

  1.3% of stocks

  -0.2%This quarter—Since filed—Held
  AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Walmart Inc.$WMT	$138.8M	36.8%	-0.1%	+1.3%	4+ qtrs	60.1#881	Estimated buy price is Pro: unlock with a free trial
2	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$13.5M	3.6%	-0.3%	—	—	—	—
3	SPDR GOLD TRUST$GLD	$12.0M	3.2%	-2%	-3.1%	4+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	NVIDIA CORP$NVDA	$8.6M	2.3%	-1%	-0.5%	4+ qtrsTrimmed 2 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
5	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$8.4M	2.2%	-0.4%	—	—	—	—
6	VANGUARD INDEX FDS - MRNGSTR MID CAP	$6.2M	1.6%	-0.2%	—	—	—	—
7	Apple Inc.$AAPL	$5.6M	1.5%	-6%	+0.3%	4+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD INDEX FDS - MRNGSTR TTL STK	$5.3M	1.4%	-0.7%	—	—	—	—
9	INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO	$4.7M	1.3%	-3%	—	—	—	—
10	ISHARES TR - EAFE VALUE ETF	$4.7M	1.3%	-0.2%	—	—	—	—

All holdings — Narus Financial Partners, LLC (Q3 2026)

SortLargest valueBiggest addBiggest trimWeightSharesAI qualityName A-ZSector A-Z

172 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#	Ticker	Company	Sector	Value	Weight	Shares	QoQ	Held	AI quality	Source
11	—	VANGUARD WORLD FD - COMM SRVC ETFetf/fund	—	$4.1M	1.1%	21K	+0.1%	—	—	13F
12	—	ISHARES TR - EAFE SML CP ETFetf/fund	—	$3.6M	0.9%	42K	-2%	—	—	13F
13	$GOOGL	Alphabet Inc.	Technology	$3.5M	0.9%	10K	-3%	4+ qtrsTrimmed 2 qtrs in a row	77.7	13F
14	—	VANGUARD BD INDEX FDS - TOTAL BND MRKTetf/fund	—	$3.5M	0.9%	49K	+5%	—	—	13F
15	—	ISHARES TR - RUS MID CAP ETFetf/fund	—	$3.3M	0.9%	31K	-0.8%	—	—	13F
16	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund	—	$3.3M	0.9%	43K	+0.2%	—	—	13F
17	—	SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund	—	$3.3M	0.9%	61K	-3%	—	—	13F
18	—	J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund	—	$3.3M	0.9%	72K	-3%	—	—	13F
19	$DBO	Invesco DB Oil Fund	Financials	$3.2M	0.8%	136K	+3%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$3.2M	0.8%	15K	+4%	—	—	13F
21	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$3.0M	0.8%	4,029	-1%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$3.0M	0.8%	10K	-6%	—	—	13F
23	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$2.8M	0.8%	28K	-5%	—	—	13F
24	—	SPDR SERIES TRUST - ST INTER ETFetf/fund	—	$2.7M	0.7%	100K	+1.0%	—	—	13F
25	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$2.7M	0.7%	30K	-0.0%	—	—	13F
26	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$2.4M	0.6%	14K	+6%
27	—	VANECK ETF TRUST - HIGH YLD MUNIETF	—	$2.4M	0.6%	50K	+12%
28	—	ISHARES TR - CORE S&P SCP ETF	—	$2.4M	0.6%	17K	-6%
29	$MSFT	MICROSOFT CORP	Technology	$2.3M	0.6%	4,487	+0.4%
30	—	ISHARES TR - CORE S&P500 ETF	—	$2.3M	0.6%	2,995	-10%
31	$META	Meta Platforms, Inc.	Technology	$2.3M	0.6%	3,131	-2%
32	—	ISHARES TR - SHRT NAT MUN ETF	—	$2.2M	0.6%	21K	-3%
33	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	—	$2.2M	0.6%	47K	-1%
34	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$2.1M	0.6%	28K	-15%
35	$AMZN	AMAZON COM INC	Consumer Discretionary	$2.1M	0.6%	8,429	-2%
36	$SPY	SPDR S&P 500 ETF TRUST	—	$2.1M	0.6%	2,737	-5%
37	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$2.0M	0.5%	20K	+77%
38	—	ISHARES TR - CORE US AGGBD ET	—	$1.9M	0.5%	21K	-0.9%
39	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.9M	0.5%	2,700	-27%
40	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$1.8M	0.5%	36K	+70%
41	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL	—	$1.8M	0.5%	36K	+6%
42	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$1.8M	0.5%	20K	+81%
43	—	ISHARES TR - GLOBAL TECH ETF	—	$1.8M	0.5%	12K	—
44	$WT	WisdomTree, Inc.	Financials	$1.7M	0.5%	43K	-3%
45	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$1.7M	0.4%	19K	+31%
46	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.6M	0.4%	3,284	-2%
47	—	ISHARES TR - MSCI EAFE ETF	—	$1.6M	0.4%	15K	-3%
48	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$1.6M	0.4%	31K	-2%
49	$IAU	ISHARES GOLD TRUST	Financials	$1.5M	0.4%	20K	+2%
50	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	—	$1.5M	0.4%	14K	+2%
51	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.5M	0.4%	12K	+0.0%
52	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.5M	0.4%	61K	+17%
53	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$1.5M	0.4%	25K	-0.8%
54	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$1.4M	0.4%	15K	+52%
55	—	DIMENSIONAL ETF TRUST - INTL SMALL CAP E	—	$1.3M	0.4%	37K	-6%
56	—	ISHARES TR - CORE S&P US VLU	—	$1.3M	0.4%	12K	—
57	$QCOM	QUALCOMM INC/DE	Technology	$1.3M	0.3%	7,088	+6%
58	$JPM	JPMORGAN CHASE & CO	Financials	$1.3M	0.3%	3,937	-1%
59	$KLAC	KLA CORP	Technology	$1.3M	0.3%	6,593	—
60	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$1.3M	0.3%	5,802	+2%
61	—	ISHARES TR - 20 YR TR BD ETF	—	$1.2M	0.3%	16K	-9%
62	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$1.2M	0.3%	5,998	-5%
63	$ORCL	ORACLE CORP	Technology	$1.2M	0.3%	8,456	+1%
64	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$1.0M	0.3%	6,958	New
65	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.0M	0.3%	3,747	-1%
66	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$1.0M	0.3%	13K	+2%
67	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$1.0M	0.3%	16K	+0.8%
68	—	NYLIM ACTIVE ETF TR - MACKAY MUN INTER	—	$982K	0.3%	43K	—
69	$AVGO	Broadcom Inc.	Technology	$950K	0.3%	2,706	-2%
70	$XOM.R34088	EXXON MOBIL CORP	Energy	$923K	0.3%	5,674	-31%
71	—	DIMENSIONAL ETF TRUST - US MKTWIDE VALUE	—	$917K	0.2%	17K	—
72	—	ISHARES TR - TIPS BD ETF	—	$914K	0.2%	8,785	+35%
73	$GS	GOLDMAN SACHS GROUP INC	Financials	$908K	0.2%	9,075	-38%
74	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$903K	0.2%	37K	+4%
75	$CAT	CATERPILLAR INC	Industrials	$833K	0.2%	1,028	-0.3%
76	—	ISHARES TR - DOW JONES US ETF	—	$816K	0.2%	4,400	-2%
77	—	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	—	$812K	0.2%	17K	+49%
78	$CRWD	CrowdStrike Holdings, Inc.	Technology	$784K	0.2%	2,963	+311%
79	$V	VISA INC.	Financials	$782K	0.2%	2,175	+3%
80	$ABBV	AbbVie Inc.	Healthcare	$780K	0.2%	2,983	+25%
81	$PLTR	Palantir Technologies Inc.	Technology	$780K	0.2%	4,168	+11%
82	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	—	$770K	0.2%	15K	-20%
83	—	ISHARES TR - MBS ETF	—	$769K	0.2%	8,583	+2%
84	—	ISHARES TR - INTERNATIONAL SL	—	$750K	0.2%	17K	+6%
85	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$747K	0.2%	1	—
86	—	AMERICAN CENTY ETF TR - INTL SMCP VLU	—	$727K	0.2%	6,644	+51%
87	—	ISHARES TR - AGENCY BOND ETF	—	$703K	0.2%	6,603	-0.2%
88	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$690K	0.2%	1,513	+3%
89	$IVZ	Invesco Ltd.	Financials	$684K	0.2%	35K	-1.0%
90	—	ISHARES TR - IBOXX HI YD ETF	—	$680K	0.2%	8,807	-23%
91	—	ISHARES TR - 7-10 YR TRSY BD	—	$672K	0.2%	7,528	—
92	$AMAT	APPLIED MATERIALS INC /DE	Technology	$661K	0.2%	1,293	-16%
93	$WT	WisdomTree, Inc.	Financials	$659K	0.2%	6,433	+22%
94	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$648K	0.2%	16K	-1%
95	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$636K	0.2%	1,733	-9%
96	$NFLX	NETFLIX INC	Communication Services	$625K	0.2%	8,984	+12%
97	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$596K	0.2%	7,614	-3%
98	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$592K	0.2%	1,874	+29%
99	—	ISHARES TR - EAFE GRWTH ETF	—	$568K	0.1%	4,744	-5%
100	—	ISHARES INC - MSCI JAPAN ETF	—	$560K	0.1%	5,751	+25%
101	—	DIMENSIONAL ETF TRUST - INTERNATNAL VAL	—	$546K	0.1%	9,780	+0.3%
102	—	AMERICAN CENTY ETF TR - AVA MID EQU ETF	—	$544K	0.1%	7,136	+159%
103	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$531K	0.1%	1,099	—
104	$VLO	VALERO ENERGY CORP/TX	Energy	$519K	0.1%	1,339	-8%
105	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$517K	0.1%	568	+9%
106	$MCK	MCKESSON CORP	Consumer Staples	$509K	0.1%	596	+12%
107	$LLY	ELI LILLY & Co	Healthcare	$506K	0.1%	437	—
108	—	SPDR SERIES TRUST - ST STR P500VAL	—	$505K	0.1%	8,267	-0.7%
109	$EME	EMCOR Group, Inc.	Industrials	$502K	0.1%	665	-10%
110	—	SPDR SERIES TRUST - ST STR P400MID	—	$498K	0.1%	7,897	-16%
111	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$494K	0.1%	2,139	-10%
112	—	ISHARES TR - US INFRASTRUC	—	$481K	0.1%	8,747	+27%
113	—	VANGUARD WORLD FD - CONSUM DIS ETF	—	$481K	0.1%	1,318	+12%
114	$DELL	Dell Technologies Inc.	Technology	$480K	0.1%	893	-7%
115	$CSCO	CISCO SYSTEMS, INC.	Technology	$479K	0.1%	4,452	+3%
116	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$475K	0.1%	7,606	+15%
117	$TSLA	Tesla, Inc.	Consumer Discretionary	$443K	0.1%	1,249	+15%
118	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$432K	0.1%	3,668	New
119	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$431K	0.1%	1,847	+0.4%
120	—	ISHARES TR - BROAD USD HIGH	—	$418K	0.1%	12K	+0.6%
121	$IVZ	Invesco Ltd.	Financials	$414K	0.1%	3,712	-26%
122	$NOW	ServiceNow, Inc.	Technology	$414K	0.1%	3,087	+15%
123	—	ISHARES TR - U.S. TECH ETF	—	$409K	0.1%	1,545	New
124	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	—	$407K	0.1%	9,826	-0.5%
125	$GOOG	Alphabet Inc.	Technology	$396K	0.1%	1,162	-0.2%
126	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$380K	0.1%	2,870	-3%
127	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$368K	0.1%	7,764	-12%
128	$CI	Cigna Group	Healthcare	$365K	0.1%	1,342	-1%
129	—	THE ALGER ETF TRUST - CONCENTRATED EQT	—	$364K	0.1%	8,948	New
130	—	IM GLOBAL PARTNER FUNDS - IMGP DBI MAN ETF	—	$362K	0.1%	11K	New
131	$GE	GENERAL ELECTRIC CO	Industrials	$359K	0.1%	1,150	-2%
132	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$356K	0.1%	700	—
133	—	J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF	—	$355K	0.1%	7,601	-47%
134	—	SPDR SERIES TRUST - ST TERM HIGH ETF	—	$349K	0.1%	14K	-53%
135	$MU	MICRON TECHNOLOGY INC	Technology	$340K	0.1%	320	-9%
136	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$338K	0.1%	6,391	-4%
137	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$337K	0.1%	6,503	-0.2%
138	$ROST	ROSS STORES, INC.	Consumer Discretionary	$335K	0.1%	1,435	+26%
139	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$332K	0.1%	3,250	—
140	$META	Meta Platforms, Inc.	Technology	$331K	0.1%	4,329	-42%
141	—	ISHARES TR - US TELECOM ETF	—	$328K	0.1%	7,977	—
142	$CVX	CHEVRON CORP	Energy	$325K	0.1%	1,592	-56%
143	—	SPDR SERIES TRUST - ST STR SP DIV	—	$322K	0.1%	2,200	—
144	—	SPDR SERIES TRUST - ST SHOR CORP ETF	—	$315K	0.1%	11K	-4%
145	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$310K	0.1%	1,900	-7%
146	$HQY	HEALTHEQUITY, INC.	Industrials	$307K	0.1%	3,472	-23%
147	$AXP	AMERICAN EXPRESS CO	Financials	$302K	0.1%	993	+2%
148	$GBTC	Grayscale Bitcoin Trust ETF	Financials	$301K	0.1%	4,658	-0.1%
149	$JNJ	JOHNSON & JOHNSON	Healthcare	$289K	0.1%	1,093	+7%
150	—	PIMCO ETF TR - MULTISECTOR BD	—	$286K	0.1%	11K	+20%

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Every 13F Narus Financial Partners, LLC has filed, 26 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Narus Financial Partners's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)