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CIK: 0001698091
Total reported value
$389.3M
$389.3M
168 檔
48.7%
In Q3 2025, Narus Financial Partners, LLC's U.S. equity holdings reached a combined market value of $389.3M, distributed across 168 disclosed stock positions.
In Q3 2025, Narus Financial Partners, LLC displayed an active expansion posture, initiating 33 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 42.12% | -5.00% | +4.98% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.16% | -0.63% | +9.55% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.55% | +0.99% | +8.19% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.02% | +2.79% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.92% | +0.20% | +6.22% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.57% | +0.17% | +10.94% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.01% | +6.84% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.14% | +1.06% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.13% | -0.03% | +9.40% | |
| 10 | VOX | Vanguard Communication Servi | ETF-Other | 1.07% | +0.02% | -0.92% | |
| 11 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | +0.02% | -0.40% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.06% | +1.73% | |
| 13 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 0.91% | +0.47% | -8.18% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.89% | +0.02% | +0.91% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | -0.02% | -1.63% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 0.84% | +0.11% | +9.45% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | +0.13% | +1.99% | |
| 18 | DBO | Invesco Db Oil Fund | ETF-Other | 0.80% | -0.14% | -7.67% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.11% | +8.67% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | +0.06% | +13.11% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.03% | +24.61% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.15% | +5.83% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.71% | +0.04% | +2.88% | |
| 24 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.70% | +0.06% | +13.26% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.15% | +386.27% | |
| 26 | SUB | Ishares Short-term National | ETF-Other | 0.66% | -0.02% | +12.88% | |
| 27 | DFSD | Dimensional Short Duration | ETF-Other | 0.66% | — | -7.28% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.65% | +0.11% | +4.25% | |
| 29 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +0.16% | +3.79% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.09% | +3.25% | |
| 31 | EPI | Wisdomtree India Earnings | ETF-Other | 0.62% | -0.05% | +8.31% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.06% | +8.03% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.60% | -0.03% | -20.51% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.04% | -9.57% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.04% | +9.48% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.01% | +4.37% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.08% | +7.80% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.55% | -0.04% | +4.64% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | — | +2.55% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | — | +17.29% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | -0.01% | -6.27% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.48% | +0.06% | +6.38% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.04% | +1.00% | |
| 44 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.46% | — | -37.58% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.05% | +128.60% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.42% | — | +75.21% | |
| 47 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.41% | +0.04% | +66.30% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.10% | +10.77% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.02% | +9.35% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | +1.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.7% | +9.55% | Add |
| 2 | NVDA | Nvidia CORP | +0.7% | +2.79% | Add |
| 3 | XLK | Ss Technology Select Sector | +0.7% | +8.19% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +386.27% | Add |
| 5 | ORCL | Oracle CORP | +0.2% | +4.37% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.2% | +128.60% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +300.25% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.63% | Trim |
| 9 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +12.19% | Add |
| 10 | XLV | Ss Health Care Select Sector | +0.1% | +6.38% | Add |
| 11 | MSFT | Microsoft CORP | +0.1% | +9.48% | Add |
| 12 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +75.21% | Add |
| 13 | HYD | Vaneck High Yield Muni ETF | +0.1% | +66.30% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +8.48% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | +7.66% | Add |
| 16 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +10.94% | Add |
| 17 | IAU | Ishares Gold Trust | +0.1% | +10.77% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +2.73% | Add |
| 19 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +9.40% | Add |
| 20 | EME | Emcor Group Inc | +0.1% | +6.43% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +5.83% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +6.22% | Add |
| 23 | AAPL | Apple Inc | 0% | +6.84% | Add |
| 24 | KLAC | Kla CORP | 0% | — | Unchanged |
| 25 | ADBE | Adobe Inc | 0% | +15.29% | Add |
| 26 | MUB | Ishares National Muni Bond E | 0% | +13.11% | Add |
| 27 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 28 | JEPQ | JPM Nasdaq Equity Premium | 0% | -1.03% | Add |
| 29 | BKNG | Booking Holdings Inc | 0% | +41.67% | Add |
| 30 | GBTC | Grayscale Bitcoin Trust ETF | 0% | +4.08% | Add |
| 31 | EWJ | Ishares Msci Japan ETF | 0% | +24.84% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +8.03% | Add |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +3.25% | Add |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +7.80% | Add |
| 35 | VWO | Vanguard Ftse Emerging Marke | 0% | +9.35% | Add |
| 36 | GBIL | Goldman Sachs Access Treasur | 0% | +7.66% | Add |
| 37 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | -4.47% | Add |
| 38 | VGT | Vanguard Info Tech ETF | 0% | +7.71% | Trim |
| 39 | UNH | Unitedhealth Group Inc | 0% | +51.19% | Add |
| 40 | VCR | Vanguard Consumer Discre ETF | 0% | +9.87% | Add |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +44.12% | Add |
| 42 | WFC | Wells Fargo & Co | 0% | +12.54% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | 0% | +9.41% | Add |
| 44 | VLO | Valero Energy CORP | 0% | +7.08% | Add |
| 45 | AMAT | Applied Materials Inc | 0% | +7.54% | Add |
| 46 | VTV | Vanguard Value ETF | 0% | +9.45% | Add |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +24.61% | Add |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +1.08% | Add |
| 49 | VBR | Vanguard Small-cap Value ETF | 0% | +7.64% | Add |
| 50 | ISCF | Ishares International Small | 0% | +10.66% | 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 168 disclosed positions in Q3 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 48.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRK-A
市值: $754.2K
Top Position Liquidated / Trimmed
PSCD
前期市值: $492.9K
During Q3 2025, Narus Financial Partners, LLC's top holdings by market value included WMT (42.1%)、GLD (3.2%)、XLK (2.5%). The largest single position, WMT, represented 42.1% of total portfolio value.
In Q3 2025, Narus Financial Partners, LLC made 175 total portfolio adjustments, initiating 33 new buys, adding to 85 positions, trimming 43 holdings, and fully liquidating 14 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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