Narus Financial Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Narus Financial Partners, LLC reported 177 stock positions worth $389.3 million. Its top holding was Walmart (WMT) at 38.9% of the portfolio, followed by SS Technology Select Sector (XLK, 3.4%) and SPDR Gold Shares (GLD, 3.0%). Compared with Q1 2026, it opened 23 new positions, sold out of 8, added to 65 and reduced 77. The biggest buy was SS Technology Select Sector (XLK, shares +1%) and the biggest sale Walmart (WMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001698091
- Portfolio Value
- $389.3M (Q2 2026)
- SEC Filing
- 0001698091-26-000004 ↗ filed Jul 31, 2026
Holdings Value
Holdings 177 stocks · $389.3M
| WMT Walmart Inc. | 38.90% | 1,337,289 | $151.5M | Reduce -0.8% |
| XLK SS Technology Select Sector | 3.39% | 69,259 | $13.2M | Add +0.7% |
| GLD SPDR Gold Shares | 3.03% | 32,031 | $11.8M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 2.20% | 120,118 | $8.6M | Add +0.7% |
| NVDA Nvidia Corp. | 1.97% | 38,370 | $7.7M | Reduce -10.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.63% | 78,625 | $6.3M | Add +1.6% |
| PSCT Invesco S&P Smallcap Informa | 1.44% | 60,542 | $5.6M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.35% | 14,176 | $5.2M | Reduce -1.7% |
| AAPL Apple Inc. | 1.33% | 17,935 | $5.2M | Reduce -11.2% |
| EFV iShares MSCI Eafe Value ETF | 1.17% | 59,573 | $4.6M | Reduce -3.0% |
| VOX Vanguard Communication Servi | 1.01% | 21,329 | $3.9M | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.97% | 10,531 | $3.8M | Reduce -20.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.91% | 43,185 | $3.6M | Reduce -0.8% |
| DFAS Dimensional US Small Cap ETF | 0.90% | 42,725 | $3.5M | Add +3.8% |
| IWR iShares Russell Mid-Cap ETF | 0.89% | 31,478 | $3.5M | Add +2.9% |
| JPIE JPMorgan Income ETF | 0.88% | 74,803 | $3.4M | Add +10.7% |
| BND Vanguard Total Bond Market | 0.88% | 46,908 | $3.4M | Add +26.5% |
| XLF SS Financial Select Sector | 0.87% | 63,372 | $3.4M | Reduce -3.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.86% | 11,065 | $3.4M | Reduce -5.0% |
| MUB iShares National Muni Bond E | 0.81% | 29,172 | $3.1M | Add +8.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.79% | 14,127 | $3.1M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 4,076 | $3.0M | Reduce -0.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.72% | 98,954 | $2.8M | Add +8.8% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 18,532 | $2.7M | Add +1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.68% | 29,904 | $2.6M | Add +2.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.66% | 32,320 | $2.6M | Reduce -4.3% |
| VOO Vanguard S&P 500 ETF | 0.66% | 3,718 | $2.6M | Reduce -15.3% |
| IVV iShares Core S&P 500 ETF | 0.64% | 3,317 | $2.5M | Reduce -2.4% |
| SUB iShares Short-Term National | 0.60% | 21,774 | $2.3M | Reduce -2.0% |
| DBO Invesco DB Oil Fund | 0.60% | 131,344 | $2.3M | Reduce -9.0% |
| HYD Vaneck High Yield Muni ETF | 0.59% | 44,730 | $2.3M | Add +7.7% |
| DFSD Dimensional Short Duration | 0.58% | 47,509 | $2.3M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 2,868 | $2.1M | Add +4.3% |
| XLV SS Health Care Select Sector | 0.55% | 13,498 | $2.1M | Add +6.7% |
| AMZN Amazon.com Inc. | 0.53% | 8,607 | $2.1M | Reduce -17.4% |
| AGG iShares Core U.S. Aggregate | 0.53% | 20,716 | $2.1M | Add +0.9% |
| KLAC KLA Corp. | 0.51% | 6,593 | $2.0M | Add +0.2% |
| EPI Wisdomtree India Earnings | 0.48% | 43,958 | $1.9M | Reduce -11.0% |
| META Meta Platforms Inc. Class A | 0.46% | 3,184 | $1.8M | Reduce -21.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.44% | 33,965 | $1.7M | Reduce -2.9% |
| IXN iShares Global Tech ETF | 0.44% | 11,828 | $1.7M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 3,348 | $1.7M | Reduce -10.5% |
| MSFT Microsoft Corp. | 0.43% | 4,467 | $1.7M | Reduce -7.1% |
| EFA iShares MSCI Eafe ETF | 0.42% | 15,925 | $1.7M | Reduce -3.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 32,002 | $1.6M | Add +8.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 5,704 | $1.6M | Add +1.4% |
| XLY SS Consumer Disc Select Sect | 0.41% | 13,572 | $1.6M | Reduce -7.0% |
| TLT iShares 20+ Year Treasury BD | 0.39% | 17,539 | $1.5M | Add +1.3% |
| GBIL Goldman Sachs Access Treasur | 0.38% | 14,755 | $1.5M | Reduce -15.1% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 24,732 | $1.5M | Reduce -2.6% |
| IAU iShares Gold Trust | 0.37% | 19,239 | $1.5M | Reduce -4.9% |
| VGT Vanguard Info Tech ETF | 0.36% | 11,657 | $1.4M | Add +8.5% |
| DFIS Dimensional International SM | 0.35% | 39,334 | $1.4M | Reduce -1.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.35% | 52,391 | $1.4M | Add +13.0% |
| IUSV iShares Core S&P U.S. Value | 0.34% | 12,175 | $1.3M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,978 | $1.3M | Reduce -9.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 6,324 | $1.2M | Add +2.5% |
| QCOM Qualcomm Inc. | 0.32% | 6,707 | $1.2M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.31% | 8,360 | $1.2M | Reduce -0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 14,199 | $1.2M | Add +42.6% |
| IWM iShares Russell 2000 ETF | 0.29% | 3,804 | $1.1M | Reduce -1.0% |
| MINT PIMCO Enhanced Short Maturit | 0.29% | 11,279 | $1.1M | Add +429.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 21,432 | $1.1M | New |
| XOM Exxon Mobil Corp. | 0.29% | 8,179 | $1.1M | Reduce -7.8% |
| AMAT Applied Materials Inc. | 0.29% | 1,536 | $1.1M | Reduce -5.6% |
| CAT Caterpillar Inc. | 0.28% | 1,031 | $1.1M | Reduce -8.8% |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.27% | 42,938 | $1.0M | Add +7.2% |
| AVGO Broadcom Inc. | 0.27% | 2,762 | $1.0M | Reduce -21.7% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 12,366 | $1.0M | Add +7.5% |
| AVEM Avantis Emerging Markets Eq | 0.25% | 10,129 | $977K | Add +107.6% |
| AVDE Avantis International Equity | 0.25% | 10,829 | $966K | Add +347.5% |
| JPST JPMorgan Ultra-Short Income | 0.25% | 19,089 | $965K | Reduce -3.8% |
| DFUV Dimensional US Marketwide Va | 0.24% | 16,671 | $917K | Reduce -1.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.23% | 11,414 | $913K | Add +0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.23% | 35,765 | $913K | Add +8.9% |
| XLE SS Energy Select Sector | 0.22% | 16,148 | $858K | Reduce -10.3% |
| IYY iShares Dow Jones U.S. ETF | 0.21% | 4,500 | $820K | Reduce -11.8% |
| MBB iShares MBS ETF | 0.20% | 8,401 | $794K | Add +6.1% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,897 | $789K | Reduce -1.1% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.20% | 30,474 | $763K | Reduce -16.6% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 16,631 | $754K | Reduce -4.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 1 | $749K | No change |
| AGZ iShares Agency Bond ETF | 0.19% | 6,613 | $723K | Add +15.4% |
| V Visa Inc. Class A | 0.19% | 2,103 | $722K | Reduce -5.1% |
| TIP iShares Tips Bond ETF | 0.18% | 6,520 | $713K | Add +109.2% |
| IEF iShares 7-10 Year Treasury B | 0.18% | 7,528 | $712K | Add +4.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 1,475 | $704K | Reduce -3.6% |
| JPIB JPMorgan Intl BND ETF | 0.18% | 14,336 | $693K | Reduce -18.6% |
| ISCF iShares International Small | 0.18% | 15,807 | $684K | Add +16.1% |
| VCIT Vanguard Int-Term Corporate | 0.17% | 7,890 | $652K | Add +7.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 9,367 | $633K | Add +0.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.16% | 4,988 | $621K | Add +5.0% |
| EME Emcor Group Inc. | 0.16% | 741 | $615K | Reduce -7.1% |
| ABBV Abbvie Inc. | 0.15% | 2,388 | $601K | Add +3.4% |
| CVX Chevron Corp. | 0.15% | 3,599 | $597K | Reduce -2.3% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 7,488 | $583K | Reduce -17.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.15% | 2,366 | $575K | Add +5.4% |
| NFLX Netflix Inc. | 0.15% | 7,988 | $570K | Add +11.1% |
| PDBC Invesco Optimum Yield Divers | 0.15% | 35,788 | $568K | Add +7.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.15% | 5,034 | $568K | Reduce -4.6% |
Portfolio Sells Q1 2026 → Q2 2026
| WMT Walmart Inc. | Reduce -0.8% | 38.90% | −5.00 |
| GLD SPDR Gold Shares | Reduce -1.3% | 3.03% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -21.7% | 0.46% | −0.15 |
| DBO Invesco DB Oil Fund | Reduce -9.0% | 0.60% | −0.15 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.14 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -7.8% | 0.29% | −0.11 |
| IAU iShares Gold Trust | Reduce -4.9% | 0.37% | −0.09 |
| GBIL Goldman Sachs Access Treasur | Reduce -15.1% | 0.38% | −0.08 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.07 |
| XLE SS Energy Select Sector | Reduce -10.3% | 0.22% | −0.07 |
| UUP Invesco DB US Dollar Index B | Sold out | 0.00% | −0.07 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.06 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.06 |
| DBC Invesco DB Commodity Index T | Sold out | 0.00% | −0.06 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -2.3% | 0.15% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.3% | 0.66% | −0.05 |
| EPI Wisdomtree India Earnings | Reduce -11.0% | 0.48% | −0.04 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -16.6% | 0.20% | −0.04 |
| JPIB JPMorgan Intl BND ETF | Reduce -18.6% | 0.18% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -17.4% | 0.53% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.5% | 0.43% | −0.04 |
| IUS Invesco Rafi Strategic US Et | Reduce -41.1% | 0.07% | −0.04 |
| MSFT Microsoft Corp. | Reduce -7.1% | 0.43% | −0.04 |
| VLO Valero Energy Corp. | Reduce -30.4% | 0.10% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Reduce -17.2% | 0.15% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -15.3% | 0.66% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -20.1% | 0.97% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -3.0% | 1.17% | −0.03 |
| SUB iShares Short-Term National | Reduce -2.0% | 0.60% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -17.2% | 0.05% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.9% | 0.44% | −0.02 |
| CRWV Coreweave Inc. Class A | Reduce -41.4% | 0.06% | −0.02 |
| TSLA Tesla Inc. | Reduce -23.2% | 0.12% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -20.5% | 0.09% | −0.02 |
| AVGO Broadcom Inc. | Reduce -21.7% | 0.27% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -4.6% | 0.13% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -4.9% | 0.19% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.8% | 0.25% | −0.02 |
| TJX TJX Companies Inc. | Reduce -3.0% | 0.12% | −0.01 |
| AAPL Apple Inc. | Reduce -11.2% | 1.33% | −0.01 |
| ORCL Oracle Corp. | Reduce -0.8% | 0.31% | −0.01 |
| AIRR First Trust Rba American Ind | Reduce -26.7% | 0.06% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -6.8% | 0.06% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -7.0% | 0.41% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -4.3% | 0.12% | −0.01 |
| HQY Healthequity Inc. | Reduce -9.5% | 0.10% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -9.3% | 0.33% | −0.00 |
| AMP Ameriprise Financial Inc. | Reduce -5.1% | 0.06% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| XLK SS Technology Select Sector | Add +0.7% | 3.39% | +0.99 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.29% | +0.29 |
| KLAC KLA Corp. | Add +0.2% | 0.51% | +0.26 |
| MINT PIMCO Enhanced Short Maturit | Add +429.5% | 0.29% | +0.24 |
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 2.20% | +0.20 |
| AVDE Avantis International Equity | Add +347.5% | 0.25% | +0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.6% | 1.63% | +0.17 |
| BND Vanguard Total Bond Market | Add +26.5% | 0.88% | +0.17 |
| AVEM Avantis Emerging Markets Eq | Add +107.6% | 0.25% | +0.15 |
| CGDV Cap Group Dividend Value | New | 0.14% | +0.14 |
| WTV Wisdomtree U.S. Value Fund | New | 0.14% | +0.14 |
| DFAS Dimensional US Small Cap ETF | Add +3.8% | 0.90% | +0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +42.6% | 0.31% | +0.12 |
| AVDV Avantis Intl S/C Value ETF | New | 0.12% | +0.12 |
| IWR iShares Russell Mid-Cap ETF | Add +2.9% | 0.89% | +0.11 |
| VGT Vanguard Info Tech ETF | Add +8.5% | 0.36% | +0.11 |
| IFRA iShares US Infrastructure | New | 0.11% | +0.11 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 0.71% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.5% | 0.79% | +0.11 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| TIP iShares Tips Bond ETF | Add +109.2% | 0.18% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.1% | 0.68% | +0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +28.8% | 0.14% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 0.55% | +0.08 |
| WHR Whirlpool Corp. | New | 0.08% | +0.08 |
| JPIE JPMorgan Income ETF | Add +10.7% | 0.88% | +0.07 |
| NOW ServiceNow Inc. | New | 0.07% | +0.07 |
| XLV SS Health Care Select Sector | Add +6.7% | 0.55% | +0.06 |
| PYLD PIMCO Multisector Bond Actv | New | 0.06% | +0.06 |
| IX Orix - Sponsored ADR | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| ZION Zions Bancorp NA | New | 0.06% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.4% | 0.41% | +0.06 |
| ECG Everus Construction Group | New | 0.06% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| MUB iShares National Muni Bond E | Add +8.6% | 0.81% | +0.06 |
| AVMC Avantis US Mid Cap Eq ETF | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| DEM Wisdomtree Emerging Markets | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.4% | 0.41% | +0.05 |
| AMG Affiliated Managers Group | New | 0.05% | +0.05 |
| IWS iShares Russell Mid-Cap Valu | New | 0.05% | +0.05 |
| NTAP Netapp Inc. | New | 0.05% | +0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.05% | +0.05 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.05% | +0.05 |
| HYD Vaneck High Yield Muni ETF | Add +7.7% | 0.59% | +0.05 |
| SPTI SS SPDR P Int Term TSY ETF | Add +8.8% | 0.72% | +0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +13.0% | 0.35% | +0.03 |
| ISCF iShares International Small | Add +16.1% | 0.18% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $389.3M | WMT, XLK, GLD, VEA, NVDA |
| Q1 2026 | 162 | $381.6M | WMT, GLD, XLK, VEA, NVDA |
| Q4 2025 | 160 | $363.0M | WMT, GLD, XLK, NVDA, VEA |
| Q3 2025Amended | 168 | $365.5M | WMT, GLD, XLK, NVDA, VEA |
| Q2 2025 | 157 | $320.4M | WMT, GLD, XLK, NVDA, VEA |
| Q1 2025 | 149 | $294.0M | WMT, GLD, VEA, XLK, DECK |
| Q4 2024 | 145 | $295.7M | WMT, GLD, XLK, VEA, VO |
| Q3 2024 | 149 | $278.9M | WMT, GLD, VEA, XLK, VO |
| Q2 2024 | 142 | $248.1M | WMT, XLK, VEA, GLD, AAPL |
| Q1 2024 | 142 | $234.3M | WMT, XLK, VEA, GLD, VTI |