Narus Financial Partners, LLC

Q2 2025 13F Holdings

  • Location
    salt lake city, UT
  • Num holdings

    157

  • Value ($000)

    $320,381

  • Date Filed
    07/14/2025
  • Form type
    13F-HR
  • CIK
    0001698091
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
WMT
WMT

WALMART INC

COM
931142103
$139.15M
43 %

1,423,100

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$9.03M
3 %

29,614

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$7.75M
2 %

30,613

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.40M
2 %

40,524

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.27M
2 %

110,033

VO
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$4.92M
2 %

17,591

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.29M
1 %

14,105

AAPL
AAPL

APPLE INC

COM
037833100
$3.82M
1 %

18,599

---

VANGUARD WORLD FD

COMM SRVC ETF
92204A884
$3.60M
1 %

21,035

XLF
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$3.55M
1 %

67,770

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