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
W
WMT

WALMART INC

COM
931142103
$139.15M
43 %

1,423,100

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$9.03M
3 %

29,614

X
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
81369Y803
$7.75M
2 %

30,613

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$6.40M
2 %

40,524

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.27M
2 %

110,033

V
VO

VANGUARD INDEX FDS

MID CAP ETF
922908629
$4.92M
2 %

17,591

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$4.29M
1 %

14,105

A
AAPL

APPLE INC

COM
037833100
$3.82M
1 %

18,599

---

VANGUARD WORLD FD

COMM SRVC ETF
92204A884
$3.60M
1 %

21,035

X
XLF

SELECT SECTOR SPDR TR

FINANCIAL
81369Y605
$3.55M
1 %

67,770

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 157