Narus Financial Partners, LLC
CIK: 1698091SEC EDGAR →
Portfolio Value
$100.3B
Holdings
172
As of
Q3 2026
New Positions
172
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 119,621 | $8.4B | 8.42% |
| 2 | VANGUARD INDEX FDS | 78,461 | $6.2B | 6.14% |
| 3 | INVESCO EXCH TRADED FD TR II | 58,614 | $4.7B | 4.72% |
| 4 | ISHARES TR | 59,454 | $4.7B | 4.69% |
| 5 | ISHARES TR | 42,493 | $3.6B | 3.58% |
| 6 | VANGUARD BD INDEX FDS | 49,236 | $3.5B | 3.44% |
| 7 | DIMENSIONAL ETF TRUST | 42,824 | $3.3B | 3.31% |
| 8 | SELECT SECTOR SPDR TR | 61,376 | $3.3B | 3.27% |
| 9 | J P MORGAN EXCHANGE TRADED F | 72,476 | $3.3B | 3.24% |
| 10 | INVESCO DB MULTI-SECTOR COMM | 135,571 | $3.2B | 3.21% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 107 | $94.5B | 94.2% |
| Unknown | 11 | $2.6B | 2.6% |
| Communication Services | 6 | $1.0B | 1.0% |
| Healthcare | 10 | $785.3M | 0.8% |
| Consumer Defensive | 3 | $412.7M | 0.4% |
| Technology | 19 | $328.5M | 0.3% |
| Energy | 3 | $279.2M | 0.3% |
| Consumer Cyclical | 6 | $233.7M | 0.2% |
| Industrials | 7 | $120.8M | 0.1% |