Filed: 4/21/2026ACC: 0001698091-26-000003
📋 What this filing means
NARUS FINANCIAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 162 equity positions with a total reported market value of $381.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
162
Positions
$381.59M
Total AUM (reported)
3.66M
Total Shares
Allocation by class
COM$204.91M53.7%
GOLD SHS$13.96M3.7%
STATE STREET SPD$11.77M3.1%
STATE STREET TEC$9.14M2.4%
VAN FTSE DEV MKT$7.64M2.0%
MID CAP ETF$5.56M1.5%
TOTAL STK MKT$4.63M1.2%
Portfolio Concentration
Top 3$190.63M50.0%
4–10$38.76M10.2%
11–25$45.14M11.8%
Rest$107.06M28.1%
Top 3 weight
50.0%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 3.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole162
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings162
Rows:
WALMART INC
SOLEShares1.35M
TypeSH
Market value$167.53M
43.90%
Sole
0.00
Shared
0.00
None
1.35M
SPDR GOLD TR
SOLEShares32.45K
TypeSH
Market value$13.96M
3.66%
Sole
0.00
Shared
0.00
None
32.45K
SELECT SECTOR SPDR TR
SOLEShares68.79K
TypeSH
Market value$9.14M
2.40%
Sole
0.00
Shared
0.00
None
68.79K
VANGUARD TAX-MANAGED FDS
SOLEShares119.26K
TypeSH
Market value$7.64M
2.00%
Sole
0.00
Shared
0.00
None
119.26K
NVIDIA CORPORATION
SOLEShares42.72K
TypeSH
Market value$7.45M
1.95%
Sole
0.00
Shared
0.00
None
42.72K
VANGUARD INDEX FDS
SOLEShares19.35K
TypeSH
Market value$5.56M
1.46%
Sole
0.00
Shared
0.00
None
19.35K
APPLE INC
SOLEShares20.20K
TypeSH
Market value$5.13M
1.34%
Sole
0.00
Shared
0.00
None
20.20K
VANGUARD INDEX FDS
SOLEShares14.43K
TypeSH
Market value$4.63M
1.21%
Sole
0.00
Shared
0.00
None
14.43K
ISHARES TR
SOLEShares61.45K
TypeSH
Market value$4.57M
1.20%
Sole
0.00
Shared
0.00
None
61.45K
ALPHABET INC
SOLEShares13.18K
TypeSH
Market value$3.79M
0.99%
Sole
0.00
Shared
0.00
None
13.18K
VANGUARD WORLD FD
SOLEShares20.92K
TypeSH
Market value$3.76M
0.99%
Sole
0.00
Shared
0.00
None
20.92K
INVESCO EXCH TRADED FD TR II
SOLEShares61.86K
TypeSH
Market value$3.72M
0.97%
Sole
0.00
Shared
0.00
None
61.86K
ISHARES TR
SOLEShares43.52K
TypeSH
Market value$3.41M
0.89%
Sole
0.00
Shared
0.00
None
43.52K
SELECT SECTOR SPDR TR
SOLEShares65.80K
TypeSH
Market value$3.25M
0.85%
Sole
0.00
Shared
0.00
None
65.80K
J P MORGAN EXCHANGE TRADED F
SOLEShares67.57K
TypeSH
Market value$3.11M
0.82%
Sole
0.00
Shared
0.00
None
67.57K
VANGUARD INDEX FDS
SOLEShares11.65K
TypeSH
Market value$3.05M
0.80%
Sole
0.00
Shared
0.00
None
11.65K
ISHARES TR
SOLEShares30.58K
TypeSH
Market value$2.97M
0.78%
Sole
0.00
Shared
0.00
None
30.58K
DIMENSIONAL ETF TRUST
SOLEShares41.15K
TypeSH
Market value$2.93M
0.77%
Sole
0.00
Shared
0.00
None
41.15K
ISHARES TR
SOLEShares26.85K
TypeSH
Market value$2.85M
0.75%
Sole
0.00
Shared
0.00
None
26.85K
INVESCO DB MULTI-SECTOR COMM
SOLEShares144.28K
TypeSH
Market value$2.84M
0.74%
Sole
0.00
Shared
0.00
None
144.28K
VANGUARD BD INDEX FDS
SOLEShares37.07K
TypeSH
Market value$2.73M
0.72%
Sole
0.00
Shared
0.00
None
37.07K
VANGUARD SCOTTSDALE FDS
SOLEShares33.79K
TypeSH
Market value$2.68M
0.70%
Sole
0.00
Shared
0.00
None
33.79K
VANGUARD INDEX FDS
SOLEShares4.39K
TypeSH
Market value$2.62M
0.69%
Sole
0.00
Shared
0.00
None
4.39K
SPDR SERIES TRUST
SOLEShares90.96K
TypeSH
Market value$2.61M
0.68%
Sole
0.00
Shared
0.00
None
90.96K
VANGUARD INDEX FDS
SOLEShares13.26K
TypeSH
Market value$2.60M
0.68%
Sole
0.00
Shared
0.00
None
13.26K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WALMART INCSOLE | COM | 1.35M | SH | $167.53M 43.90% | 0.00 | 0.00 | 1.35M |
SPDR GOLD TRSOLE | GOLD SHS | 32.45K | SH | $13.96M 3.66% | 0.00 | 0.00 | 32.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 68.79K | SH | $9.14M 2.40% | 0.00 | 0.00 | 68.79K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 119.26K | SH | $7.64M 2.00% | 0.00 | 0.00 | 119.26K |
NVIDIA CORPORATIONSOLE | COM | 42.72K | SH | $7.45M 1.95% | 0.00 | 0.00 | 42.72K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 19.35K | SH | $5.56M 1.46% | 0.00 | 0.00 | 19.35K |
APPLE INCSOLE | COM | 20.20K | SH | $5.13M 1.34% | 0.00 | 0.00 | 20.20K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.43K | SH | $4.63M 1.21% | 0.00 | 0.00 | 14.43K |
ISHARES TRSOLE | EAFE VALUE ETF | 61.45K | SH | $4.57M 1.20% | 0.00 | 0.00 | 61.45K |
ALPHABET INCSOLE | CAP STK CL A | 13.18K | SH | $3.79M 0.99% | 0.00 | 0.00 | 13.18K |
VANGUARD WORLD FDSOLE | COMM SRVC ETF | 20.92K | SH | $3.76M 0.99% | 0.00 | 0.00 | 20.92K |
INVESCO EXCH TRADED FD TR IISOLE | S&P SMLCP INFO | 61.86K | SH | $3.72M 0.97% | 0.00 | 0.00 | 61.86K |
ISHARES TRSOLE | EAFE SML CP ETF | 43.52K | SH | $3.41M 0.89% | 0.00 | 0.00 | 43.52K |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 65.80K | SH | $3.25M 0.85% | 0.00 | 0.00 | 65.80K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 67.57K | SH | $3.11M 0.82% | 0.00 | 0.00 | 67.57K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 11.65K | SH | $3.05M 0.80% | 0.00 | 0.00 | 11.65K |
ISHARES TRSOLE | RUS MID CAP ETF | 30.58K | SH | $2.97M 0.78% | 0.00 | 0.00 | 30.58K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 41.15K | SH | $2.93M 0.77% | 0.00 | 0.00 | 41.15K |
ISHARES TRSOLE | NATIONAL MUN ETF | 26.85K | SH | $2.85M 0.75% | 0.00 | 0.00 | 26.85K |
INVESCO DB MULTI-SECTOR COMMSOLE | OIL FD | 144.28K | SH | $2.84M 0.74% | 0.00 | 0.00 | 144.28K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 37.07K | SH | $2.73M 0.72% | 0.00 | 0.00 | 37.07K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 33.79K | SH | $2.68M 0.70% | 0.00 | 0.00 | 33.79K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 4.39K | SH | $2.62M 0.69% | 0.00 | 0.00 | 4.39K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 90.96K | SH | $2.61M 0.68% | 0.00 | 0.00 | 90.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 13.26K | SH | $2.60M 0.68% | 0.00 | 0.00 | 13.26K |
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