Narus Financial Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Narus Financial Partners, LLC reported 162 stock positions worth $381.6 million. Its top holding was Walmart (WMT) at 43.9% of the portfolio, followed by SPDR Gold Shares (GLD, 3.7%) and SS Technology Select Sector (XLK, 2.4%). Compared with Q4 2025, it opened 10 new positions, sold out of 8, added to 93 and reduced 39. The biggest buy was Invesco DB Oil Fund (DBO, shares +9%) and the biggest sale Alphabet Class A (GOOGL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001698091
- Portfolio Value
- $381.6M (Q1 2026)
- SEC Filing
- 0001698091-26-000003 ↗ filed Apr 21, 2026
Holdings Value
Holdings 162 stocks · $381.6M
| WMT Walmart Inc. | 43.90% | 1,348,003 | $167.5M | Reduce -2.5% |
| GLD SPDR Gold Shares | 3.66% | 32,445 | $14.0M | Reduce -0.4% |
| XLK SS Technology Select Sector | 2.40% | 68,789 | $9.1M | Add +5.3% |
| VEA Vanguard Ftse Developed ETF | 2.00% | 119,261 | $7.6M | Add +1.9% |
| NVDA Nvidia Corp. | 1.95% | 42,718 | $7.5M | Add +1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.46% | 19,352 | $5.6M | Add +1.7% |
| AAPL Apple Inc. | 1.34% | 20,202 | $5.1M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.21% | 14,426 | $4.6M | Add +0.9% |
| EFV iShares MSCI Eafe Value ETF | 1.20% | 61,447 | $4.6M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.99% | 13,175 | $3.8M | Reduce -0.1% |
| VOX Vanguard Communication Servi | 0.99% | 20,921 | $3.8M | Add +1.3% |
| PSCT Invesco S&P Smallcap Informa | 0.97% | 61,860 | $3.7M | Add +1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.89% | 43,517 | $3.4M | Add +1.9% |
| XLF SS Financial Select Sector | 0.85% | 65,795 | $3.2M | Add +1.3% |
| JPIE JPMorgan Income ETF | 0.82% | 67,573 | $3.1M | Add +22.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.80% | 11,654 | $3.1M | Reduce -5.1% |
| IWR iShares Russell Mid-Cap ETF | 0.78% | 30,580 | $3.0M | Add +5.4% |
| DFAS Dimensional US Small Cap ETF | 0.77% | 41,148 | $2.9M | Reduce -1.9% |
| MUB iShares National Muni Bond E | 0.75% | 26,852 | $2.9M | Add +4.4% |
| DBO Invesco DB Oil Fund | 0.74% | 144,284 | $2.8M | Add +9.5% |
| BND Vanguard Total Bond Market | 0.72% | 37,072 | $2.7M | Add +16.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.70% | 33,786 | $2.7M | Add +25.1% |
| VOO Vanguard S&P 500 ETF | 0.69% | 4,392 | $2.6M | Add +1.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.68% | 90,961 | $2.6M | Add +3.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.68% | 13,264 | $2.6M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 4,104 | $2.4M | No change |
| SUB iShares Short-Term National | 0.62% | 22,218 | $2.4M | Reduce -1.9% |
| META Meta Platforms Inc. Class A | 0.61% | 4,067 | $2.3M | Add +5.1% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 18,286 | $2.3M | Reduce -5.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.59% | 29,297 | $2.2M | Add +0.3% |
| DFSD Dimensional Short Duration | 0.58% | 46,587 | $2.2M | Reduce -0.4% |
| IVV iShares Core S&P 500 ETF | 0.58% | 3,397 | $2.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 0.57% | 10,426 | $2.2M | Add +11.0% |
| HYD Vaneck High Yield Muni ETF | 0.55% | 41,530 | $2.1M | Add +43.1% |
| AGG iShares Core U.S. Aggregate | 0.53% | 20,521 | $2.0M | Add +1.4% |
| EPI Wisdomtree India Earnings | 0.53% | 49,389 | $2.0M | Reduce -3.4% |
| XLV SS Health Care Select Sector | 0.49% | 12,656 | $1.9M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 3,742 | $1.8M | Add +9.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 2,751 | $1.8M | Reduce -9.0% |
| IAU iShares Gold Trust | 0.47% | 20,224 | $1.8M | Add +0.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.47% | 34,970 | $1.8M | Add +0.7% |
| MSFT Microsoft Corp. | 0.47% | 4,808 | $1.8M | Add +18.0% |
| GBIL Goldman Sachs Access Treasur | 0.46% | 17,376 | $1.7M | Add +49.3% |
| EFA iShares MSCI Eafe ETF | 0.42% | 16,561 | $1.6M | Reduce -1.9% |
| XLY SS Consumer Disc Select Sect | 0.42% | 14,600 | $1.6M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.39% | 8,866 | $1.5M | Add +15.8% |
| TLT iShares 20+ Year Treasury BD | 0.39% | 17,322 | $1.5M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 0.36% | 25,389 | $1.4M | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 5,628 | $1.4M | Add +1.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.35% | 29,508 | $1.3M | Add +6.0% |
| DFIS Dimensional International SM | 0.35% | 40,002 | $1.3M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.34% | 4,388 | $1.3M | Add +4.8% |
| IUSV iShares Core S&P U.S. Value | 0.33% | 12,260 | $1.3M | Add +0.1% |
| ORCL Oracle Corp. | 0.33% | 8,431 | $1.2M | Add +10.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.32% | 46,375 | $1.2M | Add +12.9% |
| IXN iShares Global Tech ETF | 0.32% | 12,028 | $1.2M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 6,170 | $1.1M | Add +69.1% |
| XLE SS Energy Select Sector | 0.29% | 17,993 | $1.1M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.29% | 3,526 | $1.1M | Add +4.6% |
| JPST JPMorgan Ultra-Short Income | 0.26% | 19,835 | $1.0M | Reduce -3.0% |
| KLAC KLA Corp. | 0.25% | 658 | $969K | No change |
| MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E | 0.25% | 40,038 | $965K | No change |
| IWM iShares Russell 2000 ETF | 0.25% | 3,843 | $953K | Reduce -0.9% |
| XLP SS Consumer Staples Sel Sect | 0.25% | 11,509 | $943K | Add +17.0% |
| VGT Vanguard Info Tech ETF | 0.25% | 1,343 | $937K | Add +4.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.24% | 36,560 | $913K | Add +11.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.24% | 11,392 | $906K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.24% | 7,007 | $902K | Add +21.5% |
| JPIB JPMorgan Intl BND ETF | 0.22% | 17,612 | $842K | Add +16.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.22% | 32,826 | $841K | Add +4.6% |
| DFUV Dimensional US Marketwide Va | 0.22% | 16,971 | $822K | No change |
| IYY iShares Dow Jones U.S. ETF | 0.21% | 5,100 | $808K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 17,496 | $803K | Add +0.6% |
| CAT Caterpillar Inc. | 0.21% | 1,130 | $801K | Add +25.8% |
| CVX Chevron Corp. | 0.20% | 3,682 | $762K | Add +8.1% |
| MBB iShares MBS ETF | 0.20% | 7,918 | $752K | Add +5.3% |
| NOC Northrop Grumman Corp. | 0.20% | 1,099 | $750K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 1,660 | $725K | Add +0.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 1 | $718K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 9,039 | $709K | Reduce -8.2% |
| NFLX Netflix Inc. | 0.18% | 7,193 | $692K | Add +93.8% |
| IEF iShares 7-10 Year Treasury B | 0.18% | 7,222 | $689K | Add +1.0% |
| V Visa Inc. Class A | 0.18% | 2,216 | $670K | Add +18.9% |
| AGZ iShares Agency Bond ETF | 0.16% | 5,730 | $629K | Add +6.4% |
| VCIT Vanguard Int-Term Corporate | 0.16% | 7,312 | $605K | Add +5.0% |
| EME Emcor Group Inc. | 0.15% | 798 | $589K | Add +2.0% |
| PDBC Invesco Optimum Yield Divers | 0.15% | 33,260 | $576K | Add +10.1% |
| ISCF iShares International Small | 0.15% | 13,615 | $569K | Add +9.4% |
| AMAT Applied Materials Inc. | 0.15% | 1,627 | $556K | Add +2.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.15% | 9,366 | $555K | Reduce -2.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 9,871 | $548K | Add +3.4% |
| COST Costco Wholesale Corp. | 0.14% | 548 | $546K | Add +8.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.14% | 5,277 | $545K | Add +33.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.14% | 4,751 | $529K | Reduce -9.3% |
| TSLA Tesla Inc. | 0.14% | 1,412 | $525K | Reduce -18.8% |
| UNH Unitedhealth Group Inc. | 0.14% | 1,918 | $519K | Add +9.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.14% | 1,530 | $517K | Reduce -9.6% |
| VLO Valero Energy Corp. | 0.14% | 2,087 | $516K | Add +7.8% |
| DFIV Dimensional International Va | 0.13% | 9,723 | $513K | Add +18.5% |
| ABBV Abbvie Inc. | 0.13% | 2,309 | $502K | Add +9.7% |
Portfolio Sells Q4 2025 → Q1 2026
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.99% | −0.14 |
| EPI Wisdomtree India Earnings | Reduce -3.4% | 0.53% | −0.12 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.12 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.0% | 0.47% | −0.10 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -18.8% | 0.14% | −0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -5.1% | 0.80% | −0.07 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -0.0% | 0.42% | −0.06 |
| XSHQ Invesco S&P Smallcap Quality | Sold out | 0.00% | −0.06 |
| BLD Topbuild Corp. | Sold out | 0.00% | −0.06 |
| ZION Zions Bancorp NA | Sold out | 0.00% | −0.06 |
| VTEI Vanguard Int Tax-Exempt Bond | Sold out | 0.00% | −0.06 |
| SUB iShares Short-Term National | Reduce -1.9% | 0.62% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.6% | 0.60% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.9% | 0.77% | −0.04 |
| GRID First TRST Nasd Class Edg Sgiif | Reduce -34.3% | 0.07% | −0.04 |
| DFSD Dimensional Short Duration | Reduce -0.4% | 0.58% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -2.1% | 0.12% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.2% | 0.19% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.12% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -9.3% | 0.14% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.9% | 0.42% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 0.68% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.0% | 0.36% | −0.02 |
| AIRR First Trust Rba American Ind | Reduce -30.8% | 0.06% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.0% | 0.26% | −0.02 |
| AMP Ameriprise Financial Inc. | Reduce -11.7% | 0.07% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -16.1% | 0.09% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.6% | 0.24% | −0.02 |
| IUS Invesco Rafi Strategic US Et | Reduce -11.6% | 0.11% | −0.02 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -18.4% | 0.08% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.1% | 0.13% | −0.01 |
| DFIS Dimensional International SM | Reduce -1.2% | 0.35% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.9% | 0.25% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.3% | 0.10% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -16.0% | 0.07% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.0% | 0.15% | −0.01 |
| DFAI Dimensional International Co. | Reduce -3.1% | 0.10% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -9.6% | 0.14% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -4.8% | 0.06% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.10% | +0.01 |
| SHEL Shell PLC-ADR | Reduce -3.3% | 0.07% | +0.01 |
| XLE SS Energy Select Sector | Reduce -2.2% | 0.29% | +0.06 |
| GLD SPDR Gold Shares | Reduce -0.4% | 3.66% | +0.10 |
| WMT Walmart Inc. | Reduce -2.5% | 43.90% | +1.45 |
Portfolio Buys Q4 2025 → Q1 2026
| DBO Invesco DB Oil Fund | Add +9.5% | 0.74% | +0.30 |
| XOM Exxon Mobil Corp. | Add +15.8% | 0.39% | +0.14 |
| HYD Vaneck High Yield Muni ETF | Add +43.1% | 0.55% | +0.14 |
| GBIL Goldman Sachs Access Treasur | Add +49.3% | 0.46% | +0.14 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +69.1% | 0.30% | +0.12 |
| JPIE JPMorgan Income ETF | Add +22.6% | 0.82% | +0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +25.1% | 0.70% | +0.11 |
| AVEM Avantis Emerging Markets Eq | New | 0.10% | +0.10 |
| NFLX Netflix Inc. | Add +93.8% | 0.18% | +0.09 |
| CAT Caterpillar Inc. | Add +25.8% | 0.21% | +0.07 |
| BND Vanguard Total Bond Market | Add +16.8% | 0.72% | +0.07 |
| UUP Invesco DB US Dollar Index B | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| GIS General Mills Inc. | New | 0.06% | +0.06 |
| DBC Invesco DB Commodity Index T | New | 0.06% | +0.06 |
| CVX Chevron Corp. | Add +8.1% | 0.20% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | New | 0.06% | +0.06 |
| FIX Comfort Systems USA Inc. | New | 0.06% | +0.06 |
| CB Chubb Ltd. | New | 0.06% | +0.06 |
| ROST Ross Stores Inc. | New | 0.05% | +0.05 |
| AVDE Avantis International Equity | New | 0.05% | +0.05 |
| VLO Valero Energy Corp. | Add +7.8% | 0.14% | +0.05 |
| PDBC Invesco Optimum Yield Divers | Add +10.1% | 0.15% | +0.04 |
| XLP SS Consumer Staples Sel Sect | Add +17.0% | 0.25% | +0.04 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.15% | +0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +33.7% | 0.14% | +0.03 |
| PSCT Invesco S&P Smallcap Informa | Add +1.9% | 0.97% | +0.03 |
| COST Costco Wholesale Corp. | Add +8.9% | 0.14% | +0.02 |
| EME Emcor Group Inc. | Add +2.0% | 0.15% | +0.02 |
| DFIV Dimensional International Va | Add +18.5% | 0.13% | +0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +12.9% | 0.32% | +0.02 |
| TIP iShares Tips Bond ETF | Add +33.2% | 0.09% | +0.02 |
| JPIB JPMorgan Intl BND ETF | Add +16.5% | 0.22% | +0.02 |
| IAU iShares Gold Trust | Add +0.4% | 0.47% | +0.02 |
| CRWV Coreweave Inc. Class A | Add +22.7% | 0.08% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | Add +28.9% | 0.09% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +6.0% | 0.35% | +0.01 |
| MCK McKesson Corp. | Add +11.1% | 0.11% | +0.01 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +11.1% | 0.24% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | Add +5.4% | 0.78% | +0.01 |
| CI The Cigna Group | Add +17.3% | 0.09% | +0.01 |
| ISCF iShares International Small | Add +9.4% | 0.15% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.6% | 0.21% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +3.4% | 0.10% | +0.00 |
| DFSV Dimensional US Small Cap Val | Add +1.6% | 0.08% | +0.00 |
| SPEM State Street SP PTF Em ETF | Add +8.1% | 0.08% | +0.00 |
| AZO AutoZone Inc. | Add +9.5% | 0.06% | +0.00 |
| AGZ iShares Agency Bond ETF | Add +6.4% | 0.16% | +0.00 |
| FLOT iShares Floating Rate Bond E | Add +7.1% | 0.06% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +6.5% | 0.12% | +0.00 |
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 |