NARUS FINANCIAL PARTNERS, LLC

Filed: 12/29/2025ACC: 0001698091-25-000005

📋 What this filing means

NARUS FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $93.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$93.95M

Total AUM (reported)

1.10M

Total Shares

Allocation by class

COM$18.13M19.3%

GOLD SHS$4.49M4.8%

MID CAP ETF$3.45M3.7%

VAN FTSE DEV MKT$3.07M3.3%

TECHNOLOGY$2.45M2.6%

INCOME ETF$2.29M2.4%

PORTFLI INTRMDIT$2.25M2.4%

Portfolio Concentration

Top 3$11.02M11.7%

4–10$17.27M18.4%

11–25$23.05M24.5%

Rest$42.60M45.3%

Top 3 weight

11.7%

Top 10 weight

30.1%

Voting Authority Distribution

Total shares with voting rights: 1.10M

Sole

Full voting authority

8.56K

% of voting shares0.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.10M

% of voting shares99.2%

Investment Discretion (by position count)

Sole115

Shared0

Other0

Dominant voting typeNone · 99.2% of voting shares

Institutional Holdings115

Rows:

SPDR GOLD TR

SOLE

GOLD SHS

Shares12.64K

TypeSH

Market value$4.49M

4.78%

Sole

63.00

Shared

0.00

None

12.58K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares11.74K

TypeSH

Market value$3.45M

3.67%

Sole

119.00

Shared

0.00

None

11.62K

NVIDIA CORPORATION

SOLE

COM

Shares16.48K

TypeSH

Market value$3.08M

3.27%

Sole

35.00

Shared

0.00

None

16.45K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares51.21K

TypeSH

Market value$3.07M

3.27%

Sole

897.00

Shared

0.00

None

50.32K

APPLE INC

SOLE

COM

Shares10.53K

TypeSH

Market value$2.68M

2.85%

Sole

50.00

Shared

0.00

None

10.48K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares8.70K

TypeSH

Market value$2.45M

2.61%

Sole

56.00

Shared

0.00

None

8.64K

WALMART INC

SOLE

COM

Shares23.66K

TypeSH

Market value$2.44M

2.60%

Sole

86.00

Shared

0.00

None

23.58K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares49.32K

TypeSH

Market value$2.29M

2.44%

Sole

207.00

Shared

0.00

None

49.11K

SPDR SERIES TRUST

SOLE

PORTFLI INTRMDIT

Shares77.84K

TypeSH

Market value$2.25M

2.39%

Sole

491.00

Shared

0.00

None

77.35K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares26.75K

TypeSH

Market value$2.10M

2.23%

Sole

54.00

Shared

0.00

None

26.70K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares27.08K

TypeSH

Market value$2.01M

2.14%

Sole

280.00

Shared

0.00

None

26.80K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares15.21K

TypeSH

Market value$1.81M

1.92%

Sole

139.00

Shared

0.00

None

15.07K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares2.90K

TypeSH

Market value$1.78M

1.89%

Sole

88.00

Shared

0.00

None

2.81K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares9.34K

TypeSH

Market value$1.74M

1.85%

Sole

104.00

Shared

0.00

None

9.24K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares6.43K

TypeSH

Market value$1.64M

1.74%

Sole

0.00

Shared

0.00

None

6.43K

ALPHABET INC

SOLE

CAP STK CL A

Shares6.47K

TypeSH

Market value$1.57M

1.68%

Sole

17.00

Shared

0.00

None

6.46K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares22.45K

TypeSH

Market value$1.54M

1.64%

Sole

368.00

Shared

0.00

None

22.08K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares18.11K

TypeSH

Market value$1.45M

1.54%

Sole

156.00

Shared

0.00

None

17.96K

DIMENSIONAL ETF TRUST

SOLE

SHORT DURATION F

Shares29.36K

TypeSH

Market value$1.41M

1.51%

Sole

0.00

Shared

0.00

None

29.36K

META PLATFORMS INC

SOLE

CL A

Shares1.89K

TypeSH

Market value$1.39M

1.48%

Sole

4.00

Shared

0.00

None

1.88K

MICROSOFT CORP

SOLE

COM

Shares2.64K

TypeSH

Market value$1.37M

1.45%

Sole

12.00

Shared

0.00

None

2.63K

VANGUARD WORLD FD

SOLE

COMM SRVC ETF

Shares7.25K

TypeSH

Market value$1.36M

1.45%

Sole

89.00

Shared

0.00

None

7.16K

AMAZON COM INC

SOLE

COM

Shares6.16K

TypeSH

Market value$1.35M

1.44%

Sole

53.00

Shared

0.00

None

6.11K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares19.43K

TypeSH

Market value$1.32M

1.40%

Sole

160.00

Shared

0.00

None

19.27K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares1.98K

TypeSH

Market value$1.32M

1.40%

Sole

0.00

Shared

0.00

None

1.98K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR GOLD TRSOLE	GOLD SHS	12.64K	SH	$4.49M 4.78%	63.00	12.58K
VANGUARD INDEX FDSSOLE	MID CAP ETF	11.74K	SH	$3.45M 3.67%	119.00	11.62K
NVIDIA CORPORATIONSOLE	COM	16.48K	SH	$3.08M 3.27%	35.00	16.45K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	51.21K	SH	$3.07M 3.27%	897.00	50.32K
APPLE INCSOLE	COM	10.53K	SH	$2.68M 2.85%	50.00	10.48K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	8.70K	SH	$2.45M 2.61%	56.00	8.64K
WALMART INCSOLE	COM	23.66K	SH	$2.44M 2.60%	86.00	23.58K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	49.32K	SH	$2.29M 2.44%	207.00	49.11K
SPDR SERIES TRUSTSOLE	PORTFLI INTRMDIT	77.84K	SH	$2.25M 2.39%	491.00	77.35K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	26.75K	SH	$2.10M 2.23%	54.00	26.70K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	27.08K	SH	$2.01M 2.14%	280.00	26.80K
ISHARES TRSOLE	CORE S&P SCP ETF	15.21K	SH	$1.81M 1.92%	139.00	15.07K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	2.90K	SH	$1.78M 1.89%	88.00	2.81K
VANGUARD INDEX FDSSOLE	VALUE ETF	9.34K	SH	$1.74M 1.85%	104.00	9.24K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	6.43K	SH	$1.64M 1.74%	0.00	6.43K
ALPHABET INCSOLE	CAP STK CL A	6.47K	SH	$1.57M 1.68%	17.00	6.46K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	22.45K	SH	$1.54M 1.64%	368.00	22.08K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	18.11K	SH	$1.45M 1.54%	156.00	17.96K
DIMENSIONAL ETF TRUSTSOLE	SHORT DURATION F	29.36K	SH	$1.41M 1.51%	0.00	29.36K
META PLATFORMS INCSOLE	CL A	1.89K	SH	$1.39M 1.48%	4.00	1.88K
MICROSOFT CORPSOLE	COM	2.64K	SH	$1.37M 1.45%	12.00	2.63K
VANGUARD WORLD FDSOLE	COMM SRVC ETF	7.25K	SH	$1.36M 1.45%	89.00	7.16K
AMAZON COM INCSOLE	COM	6.16K	SH	$1.35M 1.44%	53.00	6.11K
ISHARES TRSOLE	EAFE VALUE ETF	19.43K	SH	$1.32M 1.40%	160.00	19.27K
SPDR S&P 500 ETF TRSOLE	TR UNIT	1.98K	SH	$1.32M 1.40%	0.00	1.98K

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