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CIK: 0001698091
Total reported value
$389.3M
$389.3M
149 檔
38.1%
At the close of Q1 2025, Narus Financial Partners, LLC disclosed equity holdings valued at approximately $389.3M, spread across 149 reported holdings.
In Q1 2025, Narus Financial Partners, LLC displayed an active expansion posture, initiating 101 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 42.61% | -5.00% | -0.04% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 2.43% | -0.63% | +10.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.88% | +0.20% | -1.60% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 1.86% | +0.99% | +16.19% | |
| 5 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 1.61% | — | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | +0.17% | +0.98% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.02% | +12.07% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.01% | -2.43% | |
| 9 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.32% | +0.47% | +8.11% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | +0.06% | +1.49% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.14% | -3.46% | |
| 12 | DBO | Invesco Db Oil Fund | ETF-Other | 1.22% | -0.14% | +23.02% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.15% | +0.02% | +19.32% | |
| 14 | VOX | Vanguard Communication Servi | ETF-Other | 1.14% | +0.02% | +26.50% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.07% | -0.03% | +3.50% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.02% | +0.16% | +2.36% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.01% | +0.13% | +7.24% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.00% | +0.02% | -0.14% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.92% | +0.11% | +24.41% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 0.91% | — | +13.23% | |
| 21 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.84% | +0.06% | -12.06% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | +0.11% | -6.39% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +0.11% | +2.14% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.81% | +0.04% | -0.79% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.04% | -24.14% | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.79% | -0.03% | -29.53% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | +0.06% | -5.99% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | -0.03% | +0.70% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.72% | -0.02% | -14.80% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | -0.02% | +4.24% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.15% | -1.81% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.65% | -0.01% | +0.42% | |
| 33 | EPI | Wisdomtree India Earnings | ETF-Other | 0.64% | -0.05% | -9.19% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | — | -0.75% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.64% | — | +9.42% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.09% | +2.40% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.06% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +18.66% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.04% | -1.11% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.08% | +10.26% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.04% | -11.64% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.41% | -0.07% | +3.87% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.39% | -0.01% | -17.53% | |
| 44 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.38% | +0.01% | -5.15% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.36% | -0.01% | -4.58% | |
| 46 | DFIS | Dimensional International Sm | ETF-Other | 0.36% | — | -5.05% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.02% | -0.85% | |
| 48 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.34% | +0.02% | -0.35% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.34% | +0.06% | -10.08% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +2.14% |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $389.3M across 149 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including WMT, GLD, VEA) accounted for 38.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
DECK
市值: $4.7M
Top Position Liquidated / Trimmed
FLOT
前期市值: $1.7M
During Q1 2025, Narus Financial Partners, LLC's top holdings by market value included WMT (42.6%)、GLD (2.4%)、VEA (1.9%). The largest single position, WMT, represented 42.6% of total portfolio value.
In Q1 2025, Narus Financial Partners, LLC made 181 total portfolio adjustments, initiating 101 new buys, adding to 28 positions, trimming 19 holdings, and fully liquidating 33 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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