Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Narus Financial Partners, LLC (CIK 1698091) reported $381.6M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($167.5M, 43.90%), GLD ($14.0M, 3.66%), XLK ($9.1M, 2.40%), VEA ($7.6M, 2.00%), NVDA ($7.5M, 1.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $167.5M | 43.90% | 1.3M | Trimmed |
| 2 | GLD | SPDR GOLD TR | $14.0M | 3.66% | 32,445 | Trimmed |
| 3 | XLK | SELECT SECTOR SPDR TR | $9.1M | 2.40% | 68,789 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $7.6M | 2.00% | 119,261 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $7.5M | 1.95% | 42,718 | Added |
| 6 | VO | VANGUARD INDEX FDS | $5.6M | 1.46% | 19,352 | Added |
| 7 | AAPL | APPLE INC | $5.1M | 1.34% | 20,202 | Added |
| 8 | VTI | VANGUARD INDEX FDS | $4.6M | 1.21% | 14,426 | Added |
| 9 | EFV | ISHARES TR | $4.6M | 1.20% | 61,447 | Added |
| 10 | GOOGL | ALPHABET INC | $3.8M | 0.99% | 13,175 | Trimmed |
| 11 | VOX | VANGUARD WORLD FD | $3.8M | 0.99% | 20,921 | Added |
| 12 | PSCT | INVESCO EXCH TRADED FD TR II | $3.7M | 0.97% | 61,860 | Added |
| 13 | SCZ | ISHARES TR | $3.4M | 0.89% | 43,517 | Added |
| 14 | XLF | SELECT SECTOR SPDR TR | $3.2M | 0.85% | 65,795 | Added |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.1M | 0.82% | 67,573 | Added |
| 16 | VB | VANGUARD INDEX FDS | $3.1M | 0.80% | 11,654 | Trimmed |
| 17 | IWR | ISHARES TR | $3.0M | 0.78% | 30,580 | Added |
| 18 | DFAS | DIMENSIONAL ETF TRUST | $2.9M | 0.77% | 41,148 | Trimmed |
| 19 | MUB | ISHARES TR | $2.9M | 0.75% | 26,852 | Added |
| 20 | DBO | INVESCO DB MULTI-SECTOR COMM | $2.8M | 0.74% | 144,284 | Added |
| 21 | BND | VANGUARD BD INDEX FDS | $2.7M | 0.72% | 37,072 | Added |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | $2.7M | 0.70% | 33,786 | Added |
| 23 | VOO | VANGUARD INDEX FDS | $2.6M | 0.69% | 4,392 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $2.6M | 0.68% | 13,264 | Trimmed |
| 25 | SPTI | SPDR SERIES TRUST | $2.6M | 0.68% | 90,961 | Added |
Source: SEC Form 13F filings · as of 2026-03-31