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CIK: 0001698091
Total reported value
$389.3M
$389.3M
162 檔
52.8%
During the Q1 2026 filing period, Narus Financial Partners, LLC (CIK: 0001698091) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $389.3M across 162 reported positions.
In Q1 2026, Narus Financial Partners, LLC displayed an active expansion posture, initiating 10 new positions and adding to 93 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 43.90% | -5.00% | -2.53% | |
| 2 | GLD | Spdr Gold Shares | ETF-Commodities | 3.66% | -0.63% | -0.44% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 2.40% | +0.99% | +5.35% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.00% | +0.20% | +1.85% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.95% | +0.02% | +1.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | +0.17% | +1.69% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.34% | -0.01% | +1.45% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.21% | +0.14% | +0.88% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.20% | -0.03% | +0.39% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.02% | -0.14% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 0.99% | +0.02% | +1.30% | |
| 12 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 0.97% | +0.47% | +1.92% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.89% | +0.02% | +1.91% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 0.85% | +0.02% | +1.28% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.82% | +0.06% | +22.58% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.06% | -5.07% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.78% | +0.11% | +5.42% | |
| 18 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.77% | +0.13% | -1.85% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.75% | +0.06% | +4.40% | |
| 20 | DBO | Invesco Db Oil Fund | ETF-Other | 0.74% | -0.14% | +9.48% | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | +0.16% | +16.82% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.04% | +25.05% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.03% | +1.64% | |
| 24 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.68% | +0.04% | +3.07% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | +0.11% | -1.26% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.15% | — | |
| 27 | SUB | Ishares Short-term National | ETF-Other | 0.62% | -0.02% | -1.94% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.15% | +5.14% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.11% | -5.57% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.09% | +0.29% | |
| 31 | DFSD | Dimensional Short Duration | ETF-Other | 0.58% | — | -0.44% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.06% | +0.59% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | -0.04% | +11.01% | |
| 34 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.55% | +0.04% | +43.08% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | — | +1.39% | |
| 36 | EPI | Wisdomtree India Earnings | ETF-Other | 0.53% | -0.05% | -3.35% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 0.49% | +0.06% | +1.23% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.04% | +9.13% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | +0.08% | -9.03% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.47% | -0.10% | +0.44% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.47% | -0.03% | +0.69% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.04% | +17.96% | |
| 43 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.46% | -0.08% | +49.29% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | — | -1.92% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.42% | -0.01% | -0.01% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.10% | +15.82% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | — | +0.63% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.36% | +0.02% | -1.97% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.05% | +1.68% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.35% | +0.06% | +6.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.5% | -2.53% | Trim |
| 2 | DBO | Invesco Db Oil Fund | +0.3% | +9.48% | Add |
| 3 | HYD | Vaneck High Yield Muni ETF | +0.1% | +43.08% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.1% | +15.82% | Add |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.1% | +49.29% | Add |
| 6 | JPIE | Jpmorgan Income ETF | +0.1% | +22.58% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +69.09% | Add |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +25.05% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | -0.44% | Trim |
| 10 | NFLX | Netflix Inc | +0.1% | +93.78% | Add |
| 11 | BND | Vanguard Total Bond Market | +0.1% | +16.82% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | +25.84% | Add |
| 13 | XLE | Ss Energy Select Sector | +0.1% | -2.24% | Trim |
| 14 | CVX | Chevron CORP | +0.1% | +8.14% | Add |
| 15 | VLO | Valero Energy CORP | +0.1% | +7.80% | Add |
| 16 | XLP | Ss Consumer Staples Sel Sect | 0% | +17.04% | Add |
| 17 | PDBC | Invesco Optimum Yield Divers | 0% | +10.09% | Add |
| 18 | AMAT | Applied Materials Inc | 0% | +2.20% | Add |
| 19 | KLAC | Kla CORP | 0% | — | Unchanged |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +33.66% | Add |
| 21 | NOC | Northrop Grumman CORP | 0% | — | Unchanged |
| 22 | PSCT | Invesco S&p Smallcap Informa | 0% | +1.92% | Add |
| 23 | IAU | Ishares Gold Trust | 0% | +0.44% | Add |
| 24 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +12.87% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | +8.95% | Add |
| 26 | EME | Emcor Group Inc | 0% | +2.05% | Add |
| 27 | JPIB | Jpmorgan Intl Bnd ETF | 0% | +16.53% | Add |
| 28 | DFIV | Dimensional International Va | 0% | +18.52% | Add |
| 29 | TIP | Ishares Tips Bond ETF | 0% | +33.21% | Add |
| 30 | CRWV | Coreweave Inc-cl A | 0% | +22.67% | Add |
| 31 | SPSB | Ss Spdr P St C CORP ETF | 0% | +28.93% | Add |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +5.42% | Add |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +6.05% | Add |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | 0% | +11.14% | Add |
| 35 | MCK | Mckesson CORP | 0% | +11.11% | Add |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.57% | Add |
| 37 | ISCF | Ishares International Small | 0% | +9.44% | Add |
| 38 | SHEL | Shell Plc-adr | 0% | -3.30% | Trim |
| 39 | T | At&t Inc | 0% | — | Unchanged |
| 40 | IYZ | Ishares US Telecommunication | 0% | — | Unchanged |
| 41 | CI | THE Cigna Group | 0% | +17.29% | Add |
| 42 | EFV | Ishares Msci Eafe Value ETF | — | +0.39% | Add |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | — | +9.13% | Add |
| 44 | BMY | Bristol-myers Squibb Co | — | -0.82% | Trim |
| 45 | MBB | Ishares Mbs ETF | — | +5.26% | Add |
| 46 | AGZ | Ishares Agency Bond ETF | — | +6.39% | Add |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | — | +4.61% | Add |
| 48 | DFUV | Dimensional US Marketwide Va | — | — | Unchanged |
| 49 | EWJ | Ishares Msci Japan ETF | — | +3.42% | Add |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | +6.47% | 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 162 disclosed positions in Q1 2026.
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 52.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $393.2K
Top Position Liquidated / Trimmed
ADBE
前期市值: $443.4K
During Q1 2026, Narus Financial Partners, LLC's top holdings by market value included WMT (43.9%)、GLD (3.7%)、XLK (2.4%). The largest single position, WMT, represented 43.9% of total portfolio value.
In Q1 2026, Narus Financial Partners, LLC made 150 total portfolio adjustments, initiating 10 new buys, adding to 93 positions, trimming 39 holdings, and fully liquidating 8 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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