DOSSIER · 13F-HR · Q3 2026

Narus Financial Partners, LLC

$377M in tracked AUM across 172 positions as of Q3 2026.

NF
CIK 0001698091 · last filed Sep 30, 2026
Total AUM
$377M
as of Q3 2026
Holdings
172
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Narus Financial Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$139M1.3M36.8%
02
XLK
SELECT SECTOR SPDR TR
$14M69K3.6%
03
GLD
SPDR GOLD TR
$12M32K3.2%
04
NVDA
NVIDIA CORPORATION
$9M38K2.3%
05
VEA
VANGUARD TAX-MANAGED FDS
$8M120K2.2%
06
VO
VANGUARD INDEX FDS
$6M78K1.6%
07
AAPL
APPLE INC
$6M17K1.5%
08
VTI
VANGUARD INDEX FDS
$5M14K1.4%
09
PSCT
INVESCO EXCH TRADED FD TR II
$5M59K1.3%
10
EFV
ISHARES TR
$5M59K1.2%

Filing history

2026Q3Sep 30
$377M▼ 3.2%
172 positionsView →
2026Q2Jun 30
$389M▲ 2.0%
177 positionsView →
2026Q1Mar 31
$382M▲ 5.1%
163 positionsView →
2025Q4Dec 31
$363M▼ 0.7%
162 positionsView →
2025Q3Sep 30
$366M▲ 14.1%
171 positionsLocked
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
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