Narus Financial Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Narus Financial Partners, LLC reported 142 stock positions worth $234.3 million. Its top holding was Walmart (WMT) at 38.0% of the portfolio, followed by SS Technology Select Sector (XLK, 2.0%) and Vanguard Ftse Developed ETF (VEA, 1.9%). Compared with Q4 2023, it opened 11 new positions, sold out of 4, added to 62 and reduced 51. The biggest buy was a new position in Humana (HUM) and the biggest sale Schwab Amt Tax FR MNY-Ultra (SCTXX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001698091
- Portfolio Value
- $234.3M (Q1 2024)
- SEC Filing
- 0001698091-24-000003 ↗ filed Apr 18, 2024
Holdings Value
Holdings 142 stocks · $234.3M
| WMT Walmart Inc. | 38.04% | 1,481,111 | $89.1M | Reduce -0.7% |
| XLK SS Technology Select Sector | 2.00% | 22,467 | $4.7M | Add +9.9% |
| VEA Vanguard Ftse Developed ETF | 1.92% | 89,670 | $4.5M | Add +6.8% |
| GLD SPDR Gold Shares | 1.83% | 20,862 | $4.3M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.61% | 14,496 | $3.8M | Add +1.6% |
| JPST JPMorgan Ultra-Short Income | 1.60% | 74,223 | $3.7M | Reduce -6.5% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 1.56% | 3,664,360 | $3.7M | Reduce -27.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 13,957 | $3.5M | Add +10.3% |
| BND Vanguard Total Bond Market | 1.41% | 45,566 | $3.3M | Add +11.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.35% | 13,852 | $3.2M | Add +5.2% |
| AAPL Apple Inc. | 1.35% | 18,462 | $3.2M | Reduce -1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 38,936 | $3.0M | Reduce -4.2% |
| HUM Humana Inc. | 1.25% | 8,456 | $2.9M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.24% | 57,312 | $2.9M | Add +7.1% |
| NVDA Nvidia Corp. | 1.20% | 3,115 | $2.8M | Reduce -1.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.17% | 43,458 | $2.8M | Add +2.0% |
| DBO Invesco DB Oil Fund | 1.13% | 169,955 | $2.6M | Add +14.9% |
| EFV iShares MSCI Eafe Value ETF | 1.12% | 48,266 | $2.6M | Add +3.8% |
| SPTI SS SPDR P Int Term TSY ETF | 1.12% | 92,838 | $2.6M | Add +8.4% |
| PSCT Invesco S&P Smallcap Informa | 1.08% | 54,339 | $2.5M | Add +12.4% |
| DFAS Dimensional US Small Cap ETF | 1.00% | 37,630 | $2.3M | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.87% | 12,458 | $2.0M | Reduce -6.0% |
| MMIT Nylim Mackay Muni Intermedia | 0.86% | 82,162 | $2.0M | No change |
| IJR iShares Core S&P Small-Cap E | 0.78% | 16,495 | $1.8M | Add +13.3% |
| VOO Vanguard S&P 500 ETF | 0.76% | 3,703 | $1.8M | Add +36.3% |
| IVV iShares Core S&P 500 ETF | 0.75% | 3,363 | $1.8M | Add +9.5% |
| VOX Vanguard Communication Servi | 0.74% | 13,188 | $1.7M | Add +15.2% |
| GBIL Goldman Sachs Access Treasur | 0.72% | 16,728 | $1.7M | Add +20.0% |
| XLF SS Financial Select Sector | 0.69% | 38,573 | $1.6M | Add +6.3% |
| XLY SS Consumer Disc Select Sect | 0.68% | 8,720 | $1.6M | Add +29.0% |
| META Meta Platforms Inc. Class A | 0.67% | 3,217 | $1.6M | Reduce -6.7% |
| SUB iShares Short-Term National | 0.67% | 14,899 | $1.6M | Add +34.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 24,788 | $1.5M | Reduce -1.5% |
| AGG iShares Core U.S. Aggregate | 0.63% | 15,035 | $1.5M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 0.61% | 9,438 | $1.4M | Reduce -1.9% |
| EFA iShares MSCI Eafe ETF | 0.58% | 16,924 | $1.4M | Reduce -11.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 2,581 | $1.4M | Reduce -7.0% |
| XLE SS Energy Select Sector | 0.54% | 13,343 | $1.3M | Reduce -3.6% |
| EPI Wisdomtree India Earnings | 0.53% | 28,454 | $1.2M | Add +473.7% |
| HIGH Simplify Enhanced Income ETF | 0.52% | 50,355 | $1.2M | Add +3.1% |
| IEF iShares 7-10 Year Treasury B | 0.52% | 12,905 | $1.2M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.50% | 6,504 | $1.2M | Reduce -0.3% |
| XLV SS Health Care Select Sector | 0.50% | 7,880 | $1.2M | Reduce -2.0% |
| IUSV iShares Core S&P U.S. Value | 0.49% | 12,811 | $1.2M | Add +0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.49% | 14,951 | $1.1M | Add +30.0% |
| IXN iShares Global Tech ETF | 0.48% | 15,103 | $1.1M | No change |
| ORCL Oracle Corp. | 0.48% | 8,960 | $1.1M | Reduce -7.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.46% | 38,900 | $1.1M | Add +1.4% |
| MSFT Microsoft Corp. | 0.46% | 2,550 | $1.1M | Reduce -3.7% |
| JPM JPMorgan Chase & Co. | 0.45% | 5,302 | $1.1M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.45% | 2,488 | $1.0M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 22,990 | $960K | Reduce -13.7% |
| DFSD Dimensional Short Duration | 0.40% | 19,759 | $929K | Add +185.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.39% | 25,807 | $925K | Reduce -0.9% |
| MUB iShares National Muni Bond E | 0.39% | 8,441 | $908K | Reduce -1.9% |
| HYD Vaneck High Yield Muni ETF | 0.38% | 17,030 | $890K | No change |
| IWM iShares Russell 2000 ETF | 0.38% | 4,180 | $879K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.35% | 10,521 | $818K | Add +1.4% |
| IAU iShares Gold Trust | 0.34% | 18,915 | $795K | Reduce -1.8% |
| DFUV Dimensional US Marketwide Va | 0.30% | 17,036 | $697K | No change |
| JPIE JPMorgan Income ETF | 0.30% | 15,193 | $692K | Add +56.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 4,436 | $692K | Reduce -5.8% |
| IYY iShares Dow Jones U.S. ETF | 0.28% | 5,176 | $663K | No change |
| XLI SS Industrial Select Sector | 0.27% | 5,008 | $631K | Add +3.9% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 7,831 | $598K | Add +3.6% |
| QCOM Qualcomm Inc. | 0.25% | 3,515 | $595K | Reduce -2.8% |
| USHY iShares Broad Usd High Yield | 0.24% | 15,562 | $569K | Add +2.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 1,355 | $539K | No change |
| COM Direxion Auspice BRD Cmdty | 0.23% | 18,631 | $527K | Reduce -45.5% |
| NOC Northrop Grumman Corp. | 0.22% | 1,099 | $526K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.22% | 10,250 | $519K | Add +78.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 2,677 | $514K | Reduce -4.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.22% | 5,550 | $509K | Add +152.3% |
| CI The Cigna Group | 0.21% | 1,382 | $502K | Reduce -6.3% |
| MBB iShares MBS ETF | 0.21% | 5,377 | $497K | Add +7.7% |
| IWR iShares Russell Mid-Cap ETF | 0.21% | 5,882 | $495K | Add +3.1% |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 18,797 | $475K | Add +9.8% |
| AGZ iShares Agency Bond ETF | 0.20% | 4,365 | $472K | Reduce -11.5% |
| GD General Dynamics Corp. | 0.20% | 1,665 | $470K | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,053 | $468K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 10,783 | $464K | Reduce -6.1% |
| KLAC KLA Corp. | 0.20% | 658 | $460K | No change |
| TGT Target Corp. | 0.19% | 2,567 | $455K | Reduce -16.0% |
| VGT Vanguard Info Tech ETF | 0.19% | 855 | $448K | Add +1.2% |
| DFAI Dimensional International Co. | 0.19% | 14,719 | $445K | Add +10.5% |
| MUSA Murphy USA Inc. | 0.18% | 1,020 | $428K | Add +6.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.18% | 14,184 | $422K | Add +14.9% |
| SIGI Selective Insurance Group | 0.17% | 3,733 | $407K | Add +0.5% |
| JPIB JPMorgan Intl BND ETF | 0.17% | 8,528 | $406K | Add +14.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 5,877 | $386K | Reduce -1.8% |
| AKAM Akamai Technologies Inc. | 0.16% | 3,508 | $381K | Reduce -7.4% |
| PYPL PayPal Holdings Inc. | 0.16% | 5,662 | $379K | Add +7.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 1,979 | $378K | Add +8.4% |
| EME Emcor Group Inc. | 0.16% | 1,057 | $370K | Reduce -0.2% |
| DFIV Dimensional International Va | 0.16% | 9,990 | $367K | Add +0.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 6,853 | $366K | Reduce -17.7% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 4,524 | $364K | Add +16.8% |
| ABBV Abbvie Inc. | 0.16% | 1,999 | $364K | Add +6.6% |
| HQY Healthequity Inc. | 0.15% | 4,416 | $360K | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.15% | 727 | $360K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| SCTXX Schwab Amt Tax FR MNY-Ultra | Reduce -27.2% | 1.56% | −0.86 |
| AAPL Apple Inc. | Reduce -1.4% | 1.35% | −0.39 |
| JPST JPMorgan Ultra-Short Income | Reduce -6.5% | 1.60% | −0.32 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -73.0% | 0.09% | −0.27 |
| COM Direxion Auspice BRD Cmdty | Reduce -45.5% | 0.23% | −0.23 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.2% | 1.28% | −0.23 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.12 |
| FLTB Fidelity Ltd. TRM BND ETF | Sold out | 0.00% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -13.7% | 0.41% | −0.12 |
| EFA iShares MSCI Eafe ETF | Reduce -11.4% | 0.58% | −0.12 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.11 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -0.9% | 0.63% | −0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.0% | 0.87% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -1.9% | 0.39% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.0% | 0.58% | −0.06 |
| AGZ iShares Agency Bond ETF | Reduce -11.5% | 0.20% | −0.06 |
| AKAM Akamai Technologies Inc. | Reduce -7.4% | 0.16% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -21.0% | 0.13% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.61% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -17.7% | 0.16% | −0.04 |
| GL Globe Life Inc. | Reduce -15.7% | 0.09% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -6.1% | 0.20% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -5.8% | 0.30% | −0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.9% | 0.39% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -2.0% | 0.50% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.5% | 0.65% | −0.03 |
| AVGO Broadcom Inc. | Reduce -22.4% | 0.11% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.9% | 0.22% | −0.02 |
| IAU iShares Gold Trust | Reduce -1.8% | 0.34% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.7% | 0.46% | −0.02 |
| XLE SS Energy Select Sector | Reduce -3.6% | 0.54% | −0.02 |
| PSCD Invesco S&P Smallcap Consume | Reduce -9.5% | 0.11% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.2% | 0.13% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.8% | 0.16% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -4.2% | 0.11% | −0.02 |
| COP Conocophillips | Reduce -7.1% | 0.14% | −0.02 |
| TGT Target Corp. | Reduce -16.0% | 0.19% | −0.02 |
| GD General Dynamics Corp. | Reduce -1.6% | 0.20% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -10.4% | 0.11% | −0.01 |
| V Visa Inc. Class A | Reduce -5.3% | 0.09% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.2% | 0.12% | −0.01 |
| ORCL Oracle Corp. | Reduce -7.2% | 0.48% | −0.01 |
| LKQ LKQ Corp. | Reduce -0.5% | 0.11% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.14% | 0.00 |
| CI The Cigna Group | Reduce -6.3% | 0.21% | +0.00 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.25% | +0.00 |
| MPC Marathon Petroleum Corp. | Reduce -9.1% | 0.11% | +0.01 |
| VLO Valero Energy Corp. | Reduce -5.6% | 0.12% | +0.01 |
| HQY Healthequity Inc. | Reduce -0.2% | 0.15% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| HUM Humana Inc. | New | 1.25% | +1.25 |
| EPI Wisdomtree India Earnings | Add +473.7% | 0.53% | +0.43 |
| DFSD Dimensional Short Duration | Add +185.1% | 0.40% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +36.3% | 0.76% | +0.19 |
| DBO Invesco DB Oil Fund | Add +14.9% | 1.13% | +0.14 |
| FLOT iShares Floating Rate Bond E | New | 0.13% | +0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +152.3% | 0.22% | +0.12 |
| SUB iShares Short-Term National | Add +34.8% | 0.67% | +0.10 |
| XLY SS Consumer Disc Select Sect | Add +29.0% | 0.68% | +0.10 |
| XLC SS Comm Select Sector SPDR | New | 0.10% | +0.10 |
| XLK SS Technology Select Sector | Add +9.9% | 2.00% | +0.10 |
| SFM Sprouts Farmers Market Inc. | New | 0.10% | +0.10 |
| BLD Topbuild Corp. | New | 0.09% | +0.09 |
| AXP American Express Co. | New | 0.09% | +0.09 |
| AMP Ameriprise Financial Inc. | New | 0.09% | +0.09 |
| TRV The Travelers Cos Inc. | New | 0.09% | +0.09 |
| VOX Vanguard Communication Servi | Add +15.2% | 0.74% | +0.09 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.09% | +0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.09% | +0.09 |
| JPIE JPMorgan Income ETF | Add +56.3% | 0.30% | +0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +78.3% | 0.22% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.3% | 1.49% | +0.07 |
| BSV Vanguard Short-Term Bond ETF | Add +30.0% | 0.49% | +0.06 |
| EXTR Extreme Networks Inc. | New | 0.06% | +0.06 |
| GBIL Goldman Sachs Access Treasur | Add +20.0% | 0.72% | +0.05 |
| IVV iShares Core S&P 500 ETF | Add +9.5% | 0.75% | +0.05 |
| XLF SS Financial Select Sector | Add +6.3% | 0.69% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.7% | 0.45% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.45% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +13.3% | 0.78% | +0.02 |
| MUSA Murphy USA Inc. | Add +6.3% | 0.18% | +0.02 |
| IBM Intl Business Machines Corp. | Add +8.4% | 0.16% | +0.02 |
| ABBV Abbvie Inc. | Add +6.6% | 0.16% | +0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.5% | 0.11% | +0.01 |
| PYPL PayPal Holdings Inc. | Add +7.7% | 0.16% | +0.01 |
| DFAI Dimensional International Co. | Add +10.5% | 0.19% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.13% | +0.01 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.13% | +0.01 |
| XLI SS Industrial Select Sector | Add +3.9% | 0.27% | +0.00 |
| ISCF iShares International Small | Add +13.8% | 0.12% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +16.8% | 0.16% | +0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +14.9% | 0.18% | +0.00 |
| JPIB JPMorgan Intl BND ETF | Add +14.8% | 0.17% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +8.0% | 1.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.2% | 1.35% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +3.1% | 0.21% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.7% | 0.15% | −0.00 |
| SIGI Selective Insurance Group | Add +0.5% | 0.17% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +1.2% | 0.19% | −0.01 |
| DEM Wisdomtree Emerging Markets | Add +4.7% | 0.13% | −0.01 |
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 |