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

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $234.3M $234.3M Q1 2024 Q2 2024: $248.1M Q2 2024 Q3 2024: $278.9M Q3 2024 Q4 2024: $295.7M Q4 2024 Q1 2025: $294.0M Q1 2025 Q2 2025: $320.4M Q2 2025 Q3 2025: $365.5M Q3 2025 Q4 2025: $363.0M Q4 2025 Q1 2026: $381.6M Q1 2026 Q2 2026: $389.3M Q2 2026

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
ADBE Adobe Inc. 0.15% 705 $356K Add +26.6%
SPYV SS SPDR P S&P 500 Value ETF 0.15% 7,049 $353K Add +2.7%
KIE SS SPDR S&P Insurance ETF 0.15% 6,600 $344K No change
SJNK SS SPDR BB St Hi Yield ETF 0.15% 13,530 $341K Add +0.2%
COP Conocophillips 0.14% 2,654 $338K Reduce -7.1%
XOM Exxon Mobil Corp. 0.14% 2,851 $331K Reduce -2.9%
VGSH Vanguard Short-Term Treasury 0.13% 5,435 $316K Reduce -0.2%
VIG Vanguard Dividend Apprec ETF 0.13% 1,723 $315K Reduce -21.0%
COST Costco Wholesale Corp. 0.13% 421 $308K Add +6.3%
WFC Wells Fargo & Co. 0.13% 5,173 $300K Add +0.5%
FLOT iShares Floating Rate Bond E 0.13% 5,773 $295K New
DEM Wisdomtree Emerging Markets 0.13% 7,043 $295K Add +4.7%
CSCO Cisco Systems Inc. 0.12% 5,791 $289K Add +4.4%
SDY SS SPDR S&P Dividend ETF 0.12% 2,200 $289K No change
VLO Valero Energy Corp. 0.12% 1,665 $284K Reduce -5.6%
ISCF iShares International Small 0.12% 8,315 $274K Add +13.8%
SCHW Schwab (charles) Corp. 0.12% 3,774 $273K Reduce -1.2%
SLYV SS SPDR S&P 600 SC Val ETF 0.12% 3,250 $270K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.11% 2,645 $268K No change
NVO Novo-Nordisk A/S-Spons ADR 0.11% 2,050 $263K Add +2.5%
MPC Marathon Petroleum Corp. 0.11% 1,303 $263K Reduce -9.1%
AVGO Broadcom Inc. 0.11% 197 $261K Reduce -22.4%
DFSV Dimensional US Small Cap Val 0.11% 8,559 $258K Add +2.5%
PSCD Invesco S&P Smallcap Consume 0.11% 2,360 $257K Reduce -9.5%
SPEM State Street SP PTF Em ETF 0.11% 7,005 $253K Reduce -4.2%
HD Home Depot Inc. 0.11% 655 $251K No change
LOW Lowe's Cos Inc. 0.11% 983 $250K Reduce -10.4%
LKQ LKQ Corp. 0.11% 4,665 $249K Reduce -0.5%
XLC SS Comm Select Sector SPDR 0.10% 2,926 $239K New
FTCS First Trust Capital Strength 0.10% 2,757 $236K No change
SFM Sprouts Farmers Market Inc. 0.10% 3,577 $231K New
BLD Topbuild Corp. 0.09% 500 $220K New
GL Globe Life Inc. 0.09% 1,836 $214K Reduce -15.7%
V Visa Inc. Class A 0.09% 766 $214K Reduce -5.3%
AXP American Express Co. 0.09% 934 $213K New
AMP Ameriprise Financial Inc. 0.09% 479 $210K New
TRV The Travelers Cos Inc. 0.09% 910 $209K New
AMGN Amgen Inc. 0.09% 716 $204K No change
GBTC Grayscale Bitcoin Trust ETF 0.09% 3,199 $202K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.09% 852 $201K New
SHY iShares 1-3 Year Treasury Bo 0.09% 2,450 $200K Reduce -73.0%
EXTR Extreme Networks Inc. 0.06% 11,250 $130K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$389.3MWMT, XLK, GLD, VEA, NVDA
Q1 2026 162$381.6MWMT, GLD, XLK, VEA, NVDA
Q4 2025 160$363.0MWMT, GLD, XLK, NVDA, VEA
Q3 2025Amended 168$365.5MWMT, GLD, XLK, NVDA, VEA
Q2 2025 157$320.4MWMT, GLD, XLK, NVDA, VEA
Q1 2025 149$294.0MWMT, GLD, VEA, XLK, DECK
Q4 2024 145$295.7MWMT, GLD, XLK, VEA, VO
Q3 2024 149$278.9MWMT, GLD, VEA, XLK, VO
Q2 2024 142$248.1MWMT, XLK, VEA, GLD, AAPL
Q1 2024 142$234.3MWMT, XLK, VEA, GLD, VTI