Narus Financial Partners, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Narus Financial Partners, LLC reported 142 stock positions worth $248.1 million. Its top holding was Walmart (WMT) at 40.4% of the portfolio, followed by SS Technology Select Sector (XLK, 2.0%) and Vanguard Ftse Developed ETF (VEA, 1.8%). Compared with Q1 2024, it opened 12 new positions, sold out of 12, added to 63 and reduced 55. The biggest buy was a new position in Uipath Class A (PATH) and the biggest sale an exit from Humana (HUM).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001698091
- Portfolio Value
- $248.1M (Q2 2024)
- SEC Filing
- 0001698091-24-000008 ↗ filed Jul 17, 2024
Holdings Value
Holdings 142 stocks · $248.1M
| WMT Walmart Inc. | 40.41% | 1,480,661 | $100.3M | Reduce -0.0% |
| XLK SS Technology Select Sector | 2.03% | 22,231 | $5.0M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.82% | 91,196 | $4.5M | Add +1.7% |
| GLD SPDR Gold Shares | 1.77% | 20,397 | $4.4M | Reduce -2.2% |
| AAPL Apple Inc. | 1.53% | 18,018 | $3.8M | Reduce -2.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.53% | 14,162 | $3.8M | Reduce -2.3% |
| NVDA Nvidia Corp. | 1.50% | 30,062 | $3.7M | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 15,243 | $3.7M | Add +9.2% |
| JPST JPMorgan Ultra-Short Income | 1.48% | 72,925 | $3.7M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 1.42% | 48,728 | $3.5M | Add +6.9% |
| SCTXX Schwab Amt Tax FR MNY-Ultra | 1.30% | 3,219,885 | $3.2M | Reduce -12.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.24% | 60,684 | $3.1M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.23% | 14,049 | $3.1M | Add +1.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.16% | 37,223 | $2.9M | Reduce -4.4% |
| SPTI SS SPDR P Int Term TSY ETF | 1.09% | 96,202 | $2.7M | Add +3.6% |
| SCZ iShares MSCI Eafe Small-Cap | 1.08% | 43,506 | $2.7M | Add +0.1% |
| PSCT Invesco S&P Smallcap Informa | 1.05% | 55,946 | $2.6M | Add +3.0% |
| DBO Invesco DB Oil Fund | 1.04% | 162,181 | $2.6M | Reduce -4.6% |
| EFV iShares MSCI Eafe Value ETF | 1.01% | 47,231 | $2.5M | Reduce -2.1% |
| DFAS Dimensional US Small Cap ETF | 0.95% | 39,167 | $2.4M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 0.89% | 20,781 | $2.2M | Add +26.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.82% | 12,647 | $2.0M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 0.80% | 3,991 | $2.0M | Add +7.8% |
| MMIT Nylim Mackay Muni Intermedia | 0.75% | 76,710 | $1.9M | Reduce -6.6% |
| VOX Vanguard Communication Servi | 0.73% | 13,119 | $1.8M | Reduce -0.5% |
| GBIL Goldman Sachs Access Treasur | 0.73% | 18,001 | $1.8M | Add +7.6% |
| SUB iShares Short-Term National | 0.72% | 17,090 | $1.8M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 0.70% | 9,585 | $1.7M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.70% | 3,179 | $1.7M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 0.66% | 3,249 | $1.6M | Add +1.0% |
| EPI Wisdomtree India Earnings | 0.66% | 33,857 | $1.6M | Add +19.0% |
| XLY SS Consumer Disc Select Sect | 0.65% | 8,806 | $1.6M | Add +1.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 24,955 | $1.6M | Add +0.7% |
| XLF SS Financial Select Sector | 0.64% | 38,433 | $1.6M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.63% | 16,133 | $1.6M | Add +7.3% |
| HIGH Simplify Enhanced Income ETF | 0.62% | 63,236 | $1.5M | Add +25.6% |
| MUB iShares National Muni Bond E | 0.61% | 14,196 | $1.5M | Add +68.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 2,590 | $1.4M | Add +0.3% |
| BSV Vanguard Short-Term Bond ETF | 0.53% | 17,026 | $1.3M | Add +13.9% |
| AMZN Amazon.com Inc. | 0.52% | 6,681 | $1.3M | Add +2.7% |
| ORCL Oracle Corp. | 0.51% | 8,995 | $1.3M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 0.51% | 16,086 | $1.3M | Reduce -5.0% |
| IXN iShares Global Tech ETF | 0.50% | 15,103 | $1.3M | No change |
| XLE SS Energy Select Sector | 0.48% | 12,939 | $1.2M | Reduce -3.0% |
| MSFT Microsoft Corp. | 0.47% | 2,598 | $1.2M | Add +1.9% |
| IUSV iShares Core S&P U.S. Value | 0.46% | 12,826 | $1.1M | Add +0.1% |
| IEF iShares 7-10 Year Treasury B | 0.45% | 11,966 | $1.1M | Reduce -7.3% |
| DFSD Dimensional Short Duration | 0.45% | 23,797 | $1.1M | Add +20.4% |
| XLV SS Health Care Select Sector | 0.45% | 7,654 | $1.1M | Reduce -2.9% |
| JPIE JPMorgan Income ETF | 0.44% | 24,094 | $1.1M | Add +58.6% |
| JPM JPMorgan Chase & Co. | 0.43% | 5,228 | $1.1M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 2,527 | $1.0M | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.41% | 23,357 | $1.0M | Add +1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.38% | 26,540 | $931K | Add +2.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.36% | 11,608 | $895K | Add +10.3% |
| HYD Vaneck High Yield Muni ETF | 0.35% | 17,030 | $880K | No change |
| IWM iShares Russell 2000 ETF | 0.34% | 4,205 | $853K | Add +0.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.34% | 30,602 | $833K | Reduce -21.3% |
| IAU iShares Gold Trust | 0.33% | 18,567 | $816K | Reduce -1.8% |
| QCOM Qualcomm Inc. | 0.30% | 3,686 | $734K | Add +4.9% |
| IYY iShares Dow Jones U.S. ETF | 0.28% | 5,176 | $685K | No change |
| DFUV Dimensional US Marketwide Va | 0.27% | 17,172 | $674K | Add +0.8% |
| XLI SS Industrial Select Sector | 0.26% | 5,191 | $633K | Add +3.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 11,950 | $599K | Add +16.6% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 3,947 | $594K | Reduce -11.0% |
| USHY iShares Broad Usd High Yield | 0.23% | 15,827 | $574K | Add +1.7% |
| HQY Healthequity Inc. | 0.23% | 6,526 | $563K | Add +47.8% |
| XLP SS Consumer Staples Sel Sect | 0.23% | 7,320 | $561K | Reduce -6.5% |
| PATH Uipath Inc. Class A | 0.22% | 44,000 | $558K | New |
| IWR iShares Russell Mid-Cap ETF | 0.22% | 6,746 | $547K | Add +14.7% |
| KLAC KLA Corp. | 0.22% | 658 | $543K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.21% | 1,335 | $522K | Reduce -1.5% |
| MBB iShares MBS ETF | 0.20% | 5,532 | $508K | Add +2.9% |
| VGT Vanguard Info Tech ETF | 0.20% | 863 | $498K | Add +0.9% |
| SPAB SS SPDR P Agg Bond ETF | 0.20% | 19,741 | $495K | Add +5.0% |
| NOC Northrop Grumman Corp. | 0.19% | 1,099 | $479K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.19% | 5,200 | $477K | Reduce -6.3% |
| JPIB JPMorgan Intl BND ETF | 0.19% | 10,094 | $476K | Add +18.4% |
| CI The Cigna Group | 0.19% | 1,427 | $472K | Add +3.3% |
| GD General Dynamics Corp. | 0.19% | 1,603 | $465K | Reduce -3.7% |
| DFAI Dimensional International Co. | 0.19% | 15,575 | $462K | Add +5.8% |
| MUSA Murphy USA Inc. | 0.19% | 981 | $461K | Reduce -3.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.18% | 14,991 | $445K | Add +5.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 2,389 | $436K | Reduce -10.8% |
| AGZ iShares Agency Bond ETF | 0.17% | 3,975 | $428K | Reduce -8.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 10,015 | $416K | Reduce -7.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 856 | $410K | Reduce -18.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 1,082 | $405K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.16% | 5,832 | $397K | Reduce -0.8% |
| EME Emcor Group Inc. | 0.16% | 1,082 | $395K | Add +2.4% |
| ADBE Adobe Inc. | 0.15% | 692 | $385K | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.15% | 2,221 | $381K | Add +11.1% |
| TGT Target Corp. | 0.15% | 2,567 | $380K | No change |
| SJNK SS SPDR BB St Hi Yield ETF | 0.15% | 15,183 | $379K | Add +12.2% |
| VCIT Vanguard Int-Term Corporate | 0.15% | 4,648 | $372K | Add +2.7% |
| UNH Unitedhealth Group Inc. | 0.15% | 722 | $368K | Reduce -0.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 7,146 | $367K | Add +4.3% |
| WFC Wells Fargo & Co. | 0.14% | 6,024 | $358K | Add +16.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 7,246 | $353K | Add +2.8% |
| COST Costco Wholesale Corp. | 0.14% | 415 | $353K | Reduce -1.4% |
Portfolio Sells Q1 2024 → Q2 2024
| HUM Humana Inc. | Sold out | 0.00% | −1.25 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Reduce -12.1% | 1.30% | −0.27 |
| COM Direxion Auspice BRD Cmdty | Reduce -59.6% | 0.09% | −0.14 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -21.3% | 0.34% | −0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.4% | 1.16% | −0.13 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.12 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.12 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.8% | 1.48% | −0.11 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.1% | 1.01% | −0.11 |
| MMIT Nylim Mackay Muni Intermedia | Reduce -6.6% | 0.75% | −0.11 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.11 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.11 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.09 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.09 |
| DBO Invesco DB Oil Fund | Reduce -4.6% | 1.04% | −0.09 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.09 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.09 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.09 |
| AKAM Akamai Technologies Inc. | Reduce -36.2% | 0.08% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 1.53% | −0.08 |
| IEF iShares 7-10 Year Treasury B | Reduce -7.3% | 0.45% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -5.0% | 0.51% | −0.07 |
| GLD SPDR Gold Shares | Reduce -2.2% | 1.77% | −0.06 |
| XLE SS Energy Select Sector | Reduce -3.0% | 0.48% | −0.06 |
| PYPL PayPal Holdings Inc. | Reduce -22.5% | 0.10% | −0.06 |
| XLF SS Financial Select Sector | Reduce -0.4% | 0.64% | −0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -11.0% | 0.24% | −0.06 |
| EXTR Extreme Networks Inc. | Sold out | 0.00% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -5.5% | 0.70% | −0.05 |
| SIGI Selective Insurance Group | Reduce -11.3% | 0.13% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -2.9% | 0.45% | −0.05 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.8% | 0.18% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -26.4% | 0.09% | −0.04 |
| COP Conocophillips | Reduce -11.9% | 0.11% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -18.7% | 0.17% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -16.3% | 0.11% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -7.1% | 0.17% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -6.5% | 0.23% | −0.03 |
| AGZ iShares Agency Bond ETF | Reduce -8.9% | 0.17% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.43% | −0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.3% | 0.19% | −0.03 |
| VLO Valero Energy Corp. | Reduce -8.4% | 0.10% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -0.9% | 0.09% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -21.9% | 0.09% | −0.02 |
| HD Home Depot Inc. | Reduce -3.8% | 0.09% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.5% | 0.21% | −0.02 |
| DFIV Dimensional International Va | Reduce -2.0% | 0.14% | −0.01 |
| GD General Dynamics Corp. | Reduce -3.7% | 0.19% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -4.3% | 0.11% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| PATH Uipath Inc. Class A | New | 0.22% | +0.22 |
| MUB iShares National Muni Bond E | Add +68.2% | 0.61% | +0.22 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.16% | +0.16 |
| JPIE JPMorgan Income ETF | Add +58.6% | 0.44% | +0.15 |
| EPI Wisdomtree India Earnings | Add +19.0% | 0.66% | +0.13 |
| PVH PVH Corp. | New | 0.12% | +0.12 |
| TSLA Tesla Inc. | New | 0.12% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +26.0% | 0.89% | +0.12 |
| IBIT iShares Bitcoin Trust ETF | New | 0.11% | +0.11 |
| NTAP Netapp Inc. | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.70% | +0.10 |
| HIGH Simplify Enhanced Income ETF | Add +25.6% | 0.62% | +0.09 |
| GOOG Alphabet Inc. Class C | New | 0.09% | +0.09 |
| MTBA Simplify MBS ETF | New | 0.09% | +0.09 |
| MCK McKesson Corp. | New | 0.08% | +0.08 |
| EVR Evercore Inc. Class A | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| HQY Healthequity Inc. | Add +47.8% | 0.23% | +0.07 |
| PDBC Invesco Optimum Yield Divers | New | 0.06% | +0.06 |
| SUB iShares Short-Term National | Add +14.7% | 0.72% | +0.05 |
| DFSD Dimensional Short Duration | Add +20.4% | 0.45% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 0.80% | +0.04 |
| QCOM Qualcomm Inc. | Add +4.9% | 0.30% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +13.9% | 0.53% | +0.04 |
| ORCL Oracle Corp. | Add +0.4% | 0.51% | +0.03 |
| AVGO Broadcom Inc. | Add +10.7% | 0.14% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.6% | 0.24% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.7% | 0.52% | +0.02 |
| JPIB JPMorgan Intl BND ETF | Add +18.4% | 0.19% | +0.02 |
| WFC Wells Fargo & Co. | Add +16.4% | 0.14% | +0.02 |
| ISCF iShares International Small | Add +20.2% | 0.13% | +0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +10.3% | 0.36% | +0.01 |
| MSFT Microsoft Corp. | Add +1.9% | 0.47% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +14.7% | 0.22% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +0.9% | 0.20% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +12.2% | 0.15% | +0.01 |
| GBIL Goldman Sachs Access Treasur | Add +7.6% | 0.73% | +0.01 |
| V Visa Inc. Class A | Add +19.2% | 0.10% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +7.3% | 0.63% | +0.00 |
| BND Vanguard Total Bond Market | Add +6.9% | 1.42% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +1.6% | 0.41% | +0.00 |
| EME Emcor Group Inc. | Add +2.4% | 0.16% | +0.00 |
| JMST JPM Ultra-Short Muni Income | Add +5.9% | 1.24% | 0.00 |
| SPEM State Street SP PTF Em ETF | Add +1.0% | 0.11% | −0.00 |
| SPSB SS SPDR P St C Corp. ETF | Add +5.7% | 0.18% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.2% | 1.49% | −0.00 |
| ABBV Abbvie Inc. | Add +11.1% | 0.15% | −0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +5.0% | 0.20% | −0.00 |
| DFAI Dimensional International Co. | Add +5.8% | 0.19% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +2.7% | 0.15% | −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 |