Narus Financial Partners, LLC
Q1 2026 13F Holdings
- Locationsalt lake city, UT
- Num holdings
162
- Value ($000)
$381,595
- Date Filed 04/21/2026
- Form type13F-HR
- CIK 0001698091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WALMART INC | COM | 931142103 | $167.53M | 44 % | 1,348,003 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $13.96M | 4 % | 32,445 | ||
SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | $9.14M | 2 % | 68,789 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $7.64M | 2 % | 119,261 | ||
NVIDIA CORPORATION | COM | 67066G104 | $7.45M | 2 % | 42,718 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $5.56M | 2 % | 19,352 | ||
APPLE INC | COM | 037833100 | $5.13M | 1 % | 20,202 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.63M | 1 % | 14,426 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $4.57M | 1 % | 61,447 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $3.79M | 1 % | 13,175 |
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