Narus Financial Partners, LLC

CIK 0001698091 · SALT LAKE CITY, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Narus Financial Partners, LLC reported 177 positions worth $389.3M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: WMT (38.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$389.3M
2026 Q2
Positions
177
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.4%
Est. Net Flow (Q)
2026 Q2
10 / 177 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WMTWALMART INCSH$151.5M38.90%1,337,289
2XLKSELECT SECTOR SPDR TRSH$13.2M3.39%69,259
3GLDSPDR GOLD TRSH$11.8M3.03%32,031
4VEAVANGUARD TAX-MANAGED FDSSH$8.6M2.20%120,118
5NVDANVIDIA CORPORATIONSH$7.7M1.97%38,370
6VOVANGUARD INDEX FDSSH$6.3M1.63%78,625
7PSCTINVESCO EXCH TRADED FD TR IISH$5.6M1.44%60,542
8VTIVANGUARD INDEX FDSSH$5.2M1.35%14,176
9AAPLAPPLE INCSH$5.2M1.33%17,935
10EFVISHARES TRSH$4.6M1.17%59,573

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Narus Financial Partners, LLC hold as of Q2 2026?

Narus Financial Partners, LLC reported 177 positions worth $389.3M in its Q2 2026 13F filing. Largest positions: WMT (38.9%), XLK (3.4%), GLD (3.0%), VEA (2.2%) and NVDA (2.0%).

What did Narus Financial Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Narus Financial Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.