Holders — by stockHoldings — by fund
Narus Financial Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001698091
$389.3M
disclosed book value
177
positions
38.9%
largest position share
Positions, as of 2026-06-30
top 100 of 177 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | WMTWALMART INC | 1.3M | $151.5M | 38.9% |
| 2 | XLKSELECT SECTOR SPDR TR | 69,259 | $13.2M | 3.4% |
| 3 | GLDSPDR GOLD TR | 32,031 | $11.8M | 3% |
| 4 | VEAVANGUARD TAX-MANAGED FDS | 120,118 | $8.6M | 2.2% |
| 5 | NVDANVIDIA CORPORATION | 38,370 | $7.7M | 2% |
| 6 | VOVANGUARD INDEX FDS | 78,625 | $6.3M | 1.6% |
| 7 | PSCTINVESCO EXCH TRADED FD TR II | 60,542 | $5.6M | 1.4% |
| 8 | VTIVANGUARD INDEX FDS | 14,176 | $5.2M | 1.3% |
| 9 | AAPLAPPLE INC | 17,935 | $5.2M | 1.3% |
| 10 | EFVISHARES TR | 59,573 | $4.6M | 1.2% |
| 11 | VOXVANGUARD WORLD FD | 21,329 | $3.9M | 1% |
| 12 | GOOGLALPHABET INC | 10,531 | $3.8M | 1% |
| 13 | SCZISHARES TR | 43,185 | $3.6M | 0.9% |
| 14 | DFASDIMENSIONAL ETF TRUST | 42,725 | $3.5M | 0.9% |
| 15 | IWRISHARES TR | 31,478 | $3.5M | 0.9% |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 74,803 | $3.4M | 0.9% |
| 17 | BNDVANGUARD BD INDEX FDS | 46,908 | $3.4M | 0.9% |
| 18 | XLFSELECT SECTOR SPDR TR | 63,372 | $3.4M | 0.9% |
| 19 | VBVANGUARD INDEX FDS | 11,065 | $3.4M | 0.9% |
| 20 | MUBISHARES TR | 29,172 | $3.1M | 0.8% |
| 21 | VTVVANGUARD INDEX FDS | 14,127 | $3.1M | 0.8% |
| 22 | QQQINVESCO QQQ TR | 4,076 | $3.0M | 0.8% |
| 23 | SPTISPDR SERIES TRUST | 98,954 | $2.8M | 0.7% |
| 24 | IJRISHARES TR | 18,532 | $2.7M | 0.7% |
| 25 | SPYMSPDR SERIES TRUST | 29,904 | $2.6M | 0.7% |
| 26 | VCSHVANGUARD SCOTTSDALE FDS | 32,320 | $2.6M | 0.7% |
| 27 | VOOVANGUARD INDEX FDS | 3,718 | $2.6M | 0.7% |
| 28 | IVVISHARES TR | 3,317 | $2.5M | 0.6% |
| 29 | SUBISHARES TR | 21,774 | $2.3M | 0.6% |
| 30 | DBOINVESCO DB MULTI-SECTOR COMM | 131,344 | $2.3M | 0.6% |
| 31 | HYDVANECK ETF TRUST | 44,730 | $2.3M | 0.6% |
| 32 | DFSDDIMENSIONAL ETF TRUST | 47,509 | $2.3M | 0.6% |
| 33 | SPYSTATE STR SPDR S&P 500 ETF T | 2,868 | $2.1M | 0.6% |
| 34 | XLVSELECT SECTOR SPDR TR | 13,498 | $2.1M | 0.6% |
| 35 | AMZNAMAZON COM INC | 8,607 | $2.1M | 0.5% |
| 36 | AGGISHARES TR | 20,716 | $2.1M | 0.5% |
| 37 | KLACKLA CORP | 6,593 | $2.0M | 0.5% |
| 38 | EPIWISDOMTREE TR | 43,958 | $1.9M | 0.5% |
| 39 | METAMETA PLATFORMS INC | 3,184 | $1.8M | 0.5% |
| 40 | JMSTJ P MORGAN EXCHANGE TRADED F | 33,965 | $1.7M | 0.4% |
| 41 | IXNISHARES TR | 11,828 | $1.7M | 0.4% |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,348 | $1.7M | 0.4% |
| 43 | MSFTMICROSOFT CORP | 4,467 | $1.7M | 0.4% |
| 44 | EFAISHARES TR | 15,925 | $1.7M | 0.4% |
| 45 | SPDWSPDR INDEX SHS FDS | 32,002 | $1.6M | 0.4% |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 5,704 | $1.6M | 0.4% |
| 47 | XLYSELECT SECTOR SPDR TR | 13,572 | $1.6M | 0.4% |
| 48 | TLTISHARES TR | 17,539 | $1.5M | 0.4% |
| 49 | GBILGOLDMAN SACHS ETF TR | 14,755 | $1.5M | 0.4% |
| 50 | VWOVANGUARD INTL EQUITY INDEX F | 24,732 | $1.5M | 0.4% |
| 51 | IAUISHARES GOLD TR | 19,239 | $1.5M | 0.4% |
| 52 | VGTVANGUARD WORLD FD | 11,657 | $1.4M | 0.4% |
| 53 | DFISDIMENSIONAL ETF TRUST | 39,334 | $1.4M | 0.4% |
| 54 | SPTLSPDR SERIES TRUST | 52,391 | $1.4M | 0.4% |
| 55 | IUSVISHARES TR | 12,175 | $1.3M | 0.3% |
| 56 | JPMJPMORGAN CHASE & CO | 3,978 | $1.3M | 0.3% |
| 57 | VOEVANGUARD INDEX FDS | 6,324 | $1.2M | 0.3% |
| 58 | QCOMQUALCOMM INC | 6,707 | $1.2M | 0.3% |
| 59 | ORCLORACLE CORP | 8,360 | $1.2M | 0.3% |
| 60 | VUGVANGUARD INDEX FDS | 14,199 | $1.2M | 0.3% |
| 61 | IWMISHARES TR | 3,804 | $1.1M | 0.3% |
| 62 | MINTPIMCO ETF TR | 11,279 | $1.1M | 0.3% |
| 63 | BINCBLACKROCK ETF TRUST II | 21,432 | $1.1M | 0.3% |
| 64 | EXMOCEXXON MOBIL CORP | 8,179 | $1.1M | 0.3% |
| 65 | AMATAPPLIED MATLS INC | 1,536 | $1.1M | 0.3% |
| 66 | CATCATERPILLAR INC | 1,031 | $1.1M | 0.3% |
| 67 | MMITNEW YORK LIFE INVTS ACTIVE E | 42,938 | $1.0M | 0.3% |
| 68 | AVGOBROADCOM INC | 2,762 | $1.0M | 0.3% |
| 69 | XLPSELECT SECTOR SPDR TR | 12,366 | $1.0M | 0.3% |
| 70 | AVEMAMERICAN CENTY ETF TR | 10,129 | $977,329 | 0.3% |
| 71 | AVDEAMERICAN CENTY ETF TR | 10,829 | $965,953 | 0.2% |
| 72 | JPSTJ P MORGAN EXCHANGE TRADED F | 19,089 | $965,331 | 0.2% |
| 73 | DFUVDIMENSIONAL ETF TRUST | 16,671 | $917,072 | 0.2% |
| 74 | HYGISHARES TR | 11,414 | $912,778 | 0.2% |
| 75 | SPABSPDR SERIES TRUST | 35,765 | $912,711 | 0.2% |
| 76 | XLESELECT SECTOR SPDR TR | 16,148 | $857,620 | 0.2% |
| 77 | IYYISHARES TR | 4,500 | $820,260 | 0.2% |
| 78 | MBBISHARES TR | 8,401 | $794,063 | 0.2% |
| 79 | UNHUNITEDHEALTH GROUP INC | 1,897 | $788,592 | 0.2% |
| 80 | SJNKSPDR SERIES TRUST | 30,474 | $762,764 | 0.2% |
| 81 | XLUSELECT SECTOR SPDR TR | 16,631 | $754,067 | 0.2% |
| 82 | BRK/ABERKSHIRE HATHAWAY INC DEL | 1 | $748,850 | 0.2% |
| 83 | AGZISHARES TR | 6,613 | $722,645 | 0.2% |
| 84 | VVISA INC | 2,103 | $721,559 | 0.2% |
| 85 | TIPISHARES TR | 6,520 | $713,484 | 0.2% |
| 86 | IEFISHARES TR | 7,528 | $711,923 | 0.2% |
| 87 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,475 | $704,416 | 0.2% |
| 88 | JPIBJ P MORGAN EXCHANGE TRADED F | 14,336 | $693,146 | 0.2% |
| 89 | ISCFISHARES TR | 15,807 | $684,282 | 0.2% |
| 90 | VCITVANGUARD SCOTTSDALE FDS | 7,890 | $652,109 | 0.2% |
| 91 | SPMDSPDR SERIES TRUST | 9,367 | $632,835 | 0.2% |
| 92 | EFGISHARES TR | 4,988 | $620,607 | 0.2% |
| 93 | EMEEMCOR GROUP INC | 741 | $614,941 | 0.2% |
| 94 | ABBVABBVIE INC | 2,388 | $600,916 | 0.2% |
| 95 | CVXCHEVRON CORPORATION | 3,599 | $596,578 | 0.2% |
| 96 | BSVVANGUARD BD INDEX FDS | 7,488 | $583,390 | 0.1% |
| 97 | VBRVANGUARD INDEX FDS | 2,366 | $574,914 | 0.1% |
| 98 | NFLXNETFLIX INC. | 7,988 | $570,312 | 0.1% |
| 99 | PDBCINVESCO ACTVELY MNGD ETC FD | 35,788 | $568,313 | 0.1% |
| 100 | XMHQINVESCO EXCHANGE TRADED FD T | 5,034 | $568,249 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.