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CIK: 0001698091
Total reported value
$389.3M
$389.3M
157 檔
43.3%
The Q2 2025 SEC filing reveals that Narus Financial Partners, LLC held a total portfolio value of $389.3M, covering 157 public equity positions.
In Q2 2025, Narus Financial Partners, LLC displayed an active expansion posture, initiating 19 new positions and adding to 70 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 43.43% | -5.00% | -0.28% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 2.82% | -0.63% | +19.65% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.42% | +0.99% | +15.73% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.00% | +0.02% | +6.03% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.96% | +0.20% | +1.06% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.54% | +0.17% | -1.69% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | +0.14% | +2.97% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.01% | +5.22% | |
| 9 | VOX | Vanguard Communication Servi | ETF-Other | 1.12% | +0.02% | -7.16% | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 1.11% | +0.02% | +0.13% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | -0.03% | +4.40% | |
| 12 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 0.98% | +0.47% | -29.89% | |
| 13 | DBO | Invesco Db Oil Fund | ETF-Other | 0.97% | -0.14% | -6.01% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 0.96% | +0.06% | -24.18% | |
| 15 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.96% | +0.02% | -9.13% | |
| 16 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.86% | — | -36.97% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.85% | -0.03% | +16.86% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.83% | +0.13% | -16.18% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 0.83% | +0.11% | +5.76% | |
| 20 | DFSD | Dimensional Short Duration | ETF-Other | 0.81% | — | -4.22% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.15% | -1.51% | |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.78% | +0.04% | +4.40% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.11% | -15.19% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | +0.06% | +13.61% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.74% | -0.04% | -1.28% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | -0.02% | +1.18% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.71% | +0.06% | -8.69% | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.70% | +0.16% | -24.73% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-Other | 0.70% | -0.05% | +9.68% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.02% | +0.49% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.11% | -18.75% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.09% | +4.15% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.03% | -15.50% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.06% | -0.16% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.04% | +2.80% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.60% | — | +0.93% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.04% | +4.87% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | +0.08% | +1.23% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.53% | -0.01% | -19.64% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +10.22% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.49% | +0.06% | +72.31% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.01% | +1.37% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | — | -29.56% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +0.15% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.02% | +1.75% | |
| 46 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.36% | +0.01% | +0.11% | |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.36% | +0.03% | +43.31% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.35% | -0.10% | +12.50% | |
| 49 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.35% | +0.12% | — | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.34% | -0.08% | +24.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.8% | -0.28% | Trim |
| 2 | NVDA | Nvidia CORP | +0.6% | +6.03% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.6% | +15.73% | Add |
| 4 | GLD | Spdr Gold Shares | +0.4% | +19.65% | Add |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +191.86% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.2% | +72.31% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | +1.37% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +4.87% | Add |
| 9 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.1% | -1.51% | Trim |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +94.18% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | -0.19% | Trim |
| 13 | DOCU | Docusign Inc | +0.1% | NEW | New buy |
| 14 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.06% | Add |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +43.31% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +40.84% | Add |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 19 | VHT | Vanguard Health Care ETF | +0.1% | NEW | New buy |
| 20 | EVR | Evercore Inc - A | +0.1% | NEW | New buy |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 23 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | New buy |
| 24 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | NEW | New buy |
| 25 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 26 | FLMI | Franklin Dynamic Municipal B | +0.1% | NEW | New buy |
| 27 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | New buy |
| 28 | VV | Vanguard Large-cap ETF | +0.1% | NEW | New buy |
| 29 | IYZ | Ishares US Telecommunication | +0.1% | NEW | New buy |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +2.97% | Add |
| 31 | JMST | JPM Ultra-short Muni Income | +0.1% | +16.86% | Add |
| 32 | EPI | Wisdomtree India Earnings | +0.1% | +9.68% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | +58.23% | Add |
| 34 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 35 | FLOT | Ishares Floating Rate Bond E | +0.1% | NEW | New buy |
| 36 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | +0.1% | +2.80% | Add |
| 38 | ADBE | Adobe Inc | +0.1% | +81.13% | Add |
| 39 | EFV | Ishares Msci Eafe Value ETF | 0% | +4.40% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +1.18% | Add |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +4.15% | Add |
| 42 | GBIL | Goldman Sachs Access Treasur | 0% | +24.61% | Add |
| 43 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 44 | JEPQ | JPM Nasdaq Equity Premium | 0% | +41.61% | Add |
| 45 | EME | Emcor Group Inc | 0% | +11.94% | Add |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | 0% | +9.82% | Add |
| 47 | JPM | Jpmorgan Chase & Co | 0% | +0.15% | Add |
| 48 | IAU | Ishares Gold Trust | 0% | +12.50% | Add |
| 49 | KLAC | Kla CORP | 0% | — | Unchanged |
| 50 | HQY | Healthequity Inc | 0% | +3.54% | Add |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $389.3M across 157 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, GLD, XLK) accounted for 43.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $373.6K
Top Position Liquidated / Trimmed
PSCD
前期市值: $492.9K
During Q2 2025, Narus Financial Partners, LLC's top holdings by market value included WMT (43.4%)、GLD (2.8%)、XLK (2.4%). The largest single position, WMT, represented 43.4% of total portfolio value.
In Q2 2025, Narus Financial Partners, LLC made 158 total portfolio adjustments, initiating 19 new buys, adding to 70 positions, trimming 58 holdings, and fully liquidating 11 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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