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CIK: 0001698091
Total reported value
$389.3M
$389.3M
160 檔
49.2%
At the close of Q4 2025, Narus Financial Partners, LLC disclosed equity holdings valued at approximately $389.3M, spread across 160 reported holdings.
Narus Financial Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 12 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 42.45% | -5.00% | -7.42% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.56% | -0.63% | +0.45% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.59% | +0.99% | +97.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.02% | +1.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.02% | +0.20% | +0.18% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.52% | +0.17% | -2.49% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.49% | -0.01% | +0.22% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | +0.14% | +0.32% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.20% | -0.03% | +0.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.02% | -0.24% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 1.10% | +0.02% | -0.91% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 0.98% | +0.02% | -3.76% | |
| 13 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 0.95% | +0.47% | -2.78% | |
| 14 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.91% | +0.02% | +0.42% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | +0.06% | -6.82% | |
| 16 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.80% | +0.13% | -1.48% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | +0.11% | -0.72% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | +0.06% | -2.48% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | -0.03% | -2.15% | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | +0.11% | -18.04% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.15% | +5.51% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.70% | +0.06% | -0.68% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.70% | +0.04% | -1.83% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.69% | +0.15% | -0.12% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.67% | -0.02% | -0.30% | |
| 26 | EPI | Wisdomtree India Earnings | ETF-Other | 0.65% | -0.05% | -0.64% | |
| 27 | BND | Vanguard Total Bond Market | ETF-Other | 0.65% | +0.16% | -0.17% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.09% | +0.57% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.64% | +0.11% | -2.77% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | +0.06% | +0.03% | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.62% | — | -6.07% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.60% | -0.04% | +2.32% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.04% | +0.16% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.08% | -2.29% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | — | +2.38% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.04% | -0.02% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.53% | +0.06% | +0.02% | |
| 38 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.49% | -0.03% | -18.62% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.48% | -0.01% | +99.17% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.04% | -0.35% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.05% | -0.36% | |
| 42 | IAU | Ishares Gold Trust | ETF-Commodities | 0.45% | -0.10% | +0.84% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | — | -11.10% | |
| 44 | DBO | Invesco Db Oil Fund | ETF-Other | 0.44% | -0.14% | -39.12% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | — | -0.24% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.41% | -0.01% | +2.04% | |
| 47 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.41% | +0.04% | -0.24% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.02% | +0.86% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | -0.01% | +1.97% | |
| 50 | DFIS | Dimensional International Sm | ETF-Other | 0.37% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.4% | +0.45% | Add |
| 2 | WMT | Walmart Inc | +0.3% | -7.42% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.24% | Trim |
| 4 | AAPL | Apple Inc | +0.1% | +0.22% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.18% | Add |
| 6 | CVX | Chevron CORP | +0.1% | +152.97% | Add |
| 7 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +0.31% | Add |
| 8 | LLY | Eli Lilly & Co | +0.1% | +23.31% | Add |
| 9 | XLV | Ss Health Care Select Sector | +0.1% | +0.02% | Add |
| 10 | IAU | Ishares Gold Trust | +0.1% | +0.84% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +2.32% | Add |
| 12 | PSCT | Invesco S&p Smallcap Informa | 0% | -2.78% | Trim |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.32% | Add |
| 14 | XLK | Ss Technology Select Sector | 0% | +97.14% | Add |
| 15 | CAT | Caterpillar Inc | 0% | +9.38% | Add |
| 16 | EPI | Wisdomtree India Earnings | 0% | -0.64% | Trim |
| 17 | KLAC | Kla CORP | 0% | — | Unchanged |
| 18 | VOX | Vanguard Communication Servi | 0% | -0.91% | Trim |
| 19 | TSLA | Tesla Inc | 0% | +10.42% | Add |
| 20 | NVDA | Nvidia CORP | 0% | +1.08% | Add |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +0.57% | Add |
| 22 | AMAT | Applied Materials Inc | 0% | +3.31% | Add |
| 23 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 24 | IBM | Intl Business Machines CORP | 0% | -0.36% | Trim |
| 25 | VGT | Vanguard Info Tech ETF | 0% | +5.93% | Add |
| 26 | AVGO | Broadcom Inc | 0% | +0.60% | Add |
| 27 | BMY | Bristol-myers Squibb Co | 0% | — | Unchanged |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +1.12% | Add |
| 29 | AXP | American Express Co | 0% | +6.78% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +1.97% | Add |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +0.03% | Add |
| 32 | DFIS | Dimensional International Sm | 0% | — | Unchanged |
| 33 | SCZ | Ishares Msci Eafe Small-cap | 0% | +0.42% | Add |
| 34 | MBB | Ishares Mbs ETF | 0% | +5.94% | Add |
| 35 | AGG | Ishares Core U.s. Aggregate | 0% | +2.38% | Add |
| 36 | IUSV | Ishares Core S&p U.s. Value | 0% | +0.14% | Add |
| 37 | WFC | Wells Fargo & Co | 0% | +0.68% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.12% | Trim |
| 39 | VCIT | Vanguard Int-term Corporate | 0% | +9.75% | Add |
| 40 | CSCO | Cisco Systems Inc | 0% | +2.41% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 42 | TJX | Tjx Companies Inc | 0% | +2.53% | Add |
| 43 | DFUV | Dimensional US Marketwide Va | 0% | -0.01% | Trim |
| 44 | DFIV | Dimensional International Va | 0% | — | Unchanged |
| 45 | VUG | Vanguard Growth ETF | 0% | +1.91% | Add |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +3.90% | Add |
| 47 | IUS | Invesco Rafi Strategic US Et | 0% | +2.50% | Add |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +7.93% | Add |
| 50 | MCK | Mckesson CORP | 0% | +0.46% | 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 160 disclosed positions in Q4 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 49.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CRWV
市值: $230.9K
Top Position Liquidated / Trimmed
DOW
前期市值: $458.9K
During Q4 2025, Narus Financial Partners, LLC's top holdings by market value included WMT (42.5%)、GLD (3.6%)、XLK (2.6%). The largest single position, WMT, represented 42.5% of total portfolio value.
In Q4 2025, Narus Financial Partners, LLC made 146 total portfolio adjustments, initiating 4 new buys, adding to 65 positions, trimming 65 holdings, and fully liquidating 12 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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