Narus Financial Partners, LLC
CIK: 0001698091SEC EDGAR →
Portfolio Value
$363.0B
Holdings
160
As of
Q4 2025
New Positions
3
Closed Positions
45
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WALMART INC | 1,383,052 | $154.1B | 42.45% |
| 2 | SPDR GOLD TR | 32,588 | $12.9B | 3.56% |
| 3 | SELECT SECTOR SPDR TR | 65,294 | $9.4B | 2.59% |
| 4 | NVIDIA CORPORATION | 42,106 | $7.9B | 2.16% |
| 5 | VANGUARD TAX-MANAGED FDS | 117,091 | $7.3B | 2.01% |
| 6 | VANGUARD INDEX FDS | 19,030 | $5.5B | 1.52% |
| 7 | APPLE INC | 19,914 | $5.4B | 1.49% |
| 8 | VANGUARD INDEX FDS | 14,300 | $4.8B | 1.32% |
| 9 | ISHARES TR | 61,207 | $4.4B | 1.20% |
| 10 | ALPHABET INC | 13,194 | $4.1B | 1.14% |
Quarterly Changes
Top Buys
New Positions (47)
$1.5B · 29K shares
$1.3B · 40K shares
$1.3B · 12K shares
$954.0M · 4K shares
$921.0M · 8K shares
$845.0M · 5K shares
$799.0M · 658 shares
$790.0M · 17K shares
$754.0M · 1 shares
$687.0M · 7K shares
$626.0M · 1K shares
$596.0M · 5K shares
$555.0M · 10K shares
$518.0M · 3K shares
$517.0M · 2K shares
$514.0M · 2K shares
$478.0M · 782 shares
$467.0M · 3K shares
$437.0M · 9K shares
$428.0M · 4K shares
$423.0M · 11K shares
$409.0M · 2K shares
$375.0M · 1K shares
$361.0M · 976 shares
$360.0M · 1K shares
$356.0M · 7K shares
$333.0M · 979 shares
$327.0M · 4K shares
$315.0M · 2K shares
$314.0M · 642 shares
$306.0M · 2K shares
$301.0M · 2K shares
$279.0M · 2K shares
$270.0M · 8K shares
$263.0M · 910 shares
$262.0M · 559 shares
$259.0M · 10K shares
$230.0M · 3K shares
$228.0M · 678 shares
$226.0M · 5K shares
$222.0M · 3K shares
$217.0M · 666 shares
$214.0M · 4K shares
$208.0M · 500 shares
$202.0M · 3K shares
$201.0M · 2K shares
$132.0M · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 2 | $154.5B | 42.6% |
| Financial Services | 101 | $141.8B | 39.1% |
| Technology | 17 | $24.6B | 6.8% |
| Unknown | 10 | $22.0B | 6.1% |
| Communication Services | 6 | $7.8B | 2.1% |
| Consumer Cyclical | 6 | $4.6B | 1.3% |
| Healthcare | 8 | $3.3B | 0.9% |
| Industrials | 6 | $2.4B | 0.7% |
| Energy | 4 | $2.0B | 0.5% |