DOSSIER · 13F-HR · Q1 2026

Narus Financial Partners, LLC

$382M in tracked AUM across 163 positions as of Q1 2026.

NF
CIK 0001698091 · last filed Mar 31, 2026
Total AUM
$382M
as of Q1 2026
Holdings
163
positions
Whale Score
54
54
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Narus Financial Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$168M1.3M43.9%
02
GLD
SPDR GOLD TR
$14M32K3.7%
03
XLK
SELECT SECTOR SPDR TR
$9M69K2.4%
04
VEA
VANGUARD TAX-MANAGED FDS
$8M119K2.0%
05
NVDA
NVIDIA CORPORATION
$7M43K2.0%
06
VO
VANGUARD INDEX FDS
$6M19K1.5%
07
AAPL
APPLE INC
$5M20K1.3%
08
VTI
VANGUARD INDEX FDS
$5M14K1.2%
09
EFV
ISHARES TR
$5M61K1.2%
10
GOOGL
ALPHABET INC
$4M13K1.0%

Filing history

2026Q1Mar 31
$382M 5.1%
163 positionsView →
2025Q4Dec 31
$363M 0.7%
162 positionsView →
2025Q3Sep 30
$366M 14.1%
171 positionsView →
2025Q2Jun 30
$320M 9.0%
157 positionsLocked
2025Q1Mar 31
$294M 0.6%
149 positionsLocked
2024Q4Dec 31
$296M 6.0%
145 positionsLocked
2024Q3Sep 30
$279M 12.4%
149 positionsLocked
2024Q2Jun 30
$248M 5.9%
142 positionsLocked
2024Q1Mar 31
$234M 12.9%
142 positionsLocked
2023Q4Dec 31
$208M 6.5%
135 positionsLocked
2023Q3Sep 30
$195M 0.7%
124 positionsLocked
2023Q2Jun 30
$194M 4.9%
120 positionsLocked
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