Narus Financial Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Narus Financial Partners, LLC 13F Holdings
CIK 0001698091 · SALT LAKE CITY, UT
As of Jun 30, 2025, Narus Financial Partners, LLC reported
157 positions worth $320.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WALMART INC | WMT | Consumer Defensive | 1,423,100 |
|
39.2M43.43% |
| SPDR GOLD TRUST | GQ9 | — | 29,614 | $9.0M | 2.82% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 30,613 | $7.8M | 2.42% |
| NVIDIA CORP | NVDA | Technology | 40,524 | $6.4M | 2.00% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 110,033 | $6.3M | 1.96% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 17,591 | $4.9M | 1.54% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,105 | $4.3M | 1.34% |
| APPLE INC | AAPL | Technology | 18,599 | $3.8M | 1.19% |
| VANGUARD COMMUNICATION SERVICES INDEX FUND | VOX | — | 21,035 | $3.6M | 1.12% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 67,770 | $3.5M | 1.11% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 55,772 | $3.5M | 1.11% |
| INVESCO EXCH TRADED FD TR II | — | — | 67,988 | $3.1M | 0.98% |
| INVESCO DB MULTI-SECTOR COMM | — | — | 234,442 | $3.1M | 0.97% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 12,951 | $3.1M | 0.96% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 42,143 | $3.1M | 0.96% |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 26,643 | $2.7M | 0.86% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 53,689 | $2.7M | 0.85% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 41,720 | $2.7M | 0.83% |
| VANGUARD VALUE INDEX FUND | VTV | — | 14,975 | $2.6M | 0.83% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 53,730 | $2.6M | 0.81% |
| META PLATFORMS INC | META | Communication Services | 3,464 | $2.6M | 0.80% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 87,378 | $2.5M | 0.78% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 26,887 | $2.5M | 0.77% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 23,317 | $2.4M | 0.76% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 29,830 | $2.4M | 0.74% |