13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001698091
Total reported value
$376.9M
$376.9M
177 檔
51.1%
As reported in its official Q2 2026 Form 13F filing, Narus Financial Partners, LLC's tracked investment portfolio stood at $376.9M with 177 total positions.
Narus Financial Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 23 new positions while fully exiting 8 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 38.90% | -2.07% | -0.79% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 3.39% | +0.19% | +0.68% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 3.03% | +0.16% | -1.28% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.04% | +0.72% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.32% | -10.18% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.63% | — | +306.29% | |
| 7 | PSCT | Invesco S&p Smallcap Informa | ETF-Other | 1.44% | -0.18% | -2.13% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.05% | -1.73% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.33% | +0.16% | -11.22% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.17% | +0.08% | -3.05% | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 1.01% | +0.07% | +1.95% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | -0.03% | -20.07% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.91% | +0.04% | -0.76% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | -0.02% | +3.83% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.89% | -0.01% | +2.94% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.88% | -0.02% | +10.70% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 0.88% | +0.04% | +26.53% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 0.87% | — | -3.68% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | -0.07% | -5.05% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.06% | +8.64% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.79% | +0.06% | +6.51% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.02% | -0.68% | |
| 23 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.72% | — | +8.79% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | -0.08% | +1.35% | |
| 25 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | +0.03% | +2.07% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.66% | -0.09% | -4.34% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.16% | -15.35% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.03% | -2.35% | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.60% | -0.01% | -2.00% | |
| 30 | DBO | Invesco Db Oil Fund | ETF-Other | 0.60% | +0.25% | -8.97% | |
| 31 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.59% | +0.05% | +7.71% | |
| 32 | DFSD | Dimensional Short Duration | ETF-Other | 0.58% | — | +1.98% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | — | +4.25% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | +0.09% | +6.65% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | -17.45% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.02% | +0.95% | |
| 37 | KLAC | Kla CORP | Stock-Tech | 0.51% | -0.17% | +901.98% | |
| 38 | EPI | Wisdomtree India Earnings | ETF-Other | 0.48% | -0.02% | -11.00% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | +0.14% | -21.71% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.44% | +0.04% | -2.87% | |
| 41 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.44% | +0.03% | -1.66% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | — | -10.53% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | +0.18% | -7.09% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.42% | +0.01% | -3.84% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.41% | +0.01% | +8.45% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.41% | -0.07% | +1.35% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | -0.01% | -7.04% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | -0.06% | +1.25% | |
| 49 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.38% | -0.14% | -15.08% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | +0.01% | -2.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +1% | +0.68% | Add |
| 2 | PSCT | Invesco S&p Smallcap Informa | +0.5% | -2.13% | Trim |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | NEW | New buy |
| 4 | KLAC | Kla CORP | +0.3% | +901.98% | Add |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.2% | +429.53% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.2% | +0.72% | Add |
| 7 | AVDE | Avantis International Equity | +0.2% | +347.48% | Add |
| 8 | VO | Vanguard Mid-cap ETF | +0.2% | +306.29% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.2% | +26.53% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.68% | Trim |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.2% | +107.56% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -1.73% | Trim |
| 13 | AMAT | Applied Materials Inc | +0.1% | -5.59% | Trim |
| 14 | CGDV | Cap Group Dividend Value | +0.1% | NEW | New buy |
| 15 | WTV | Wisdomtree U.s. Value Fund | +0.1% | NEW | New buy |
| 16 | DFAS | Dimensional US Small Cap ETF | +0.1% | +3.83% | Add |
| 17 | IXN | Ishares Global Tech ETF | +0.1% | -1.66% | Trim |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +755.36% | Add |
| 19 | AVDV | Avantis Intl S/c Value ETF | +0.1% | NEW | New buy |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +2.94% | Add |
| 21 | VTV | Vanguard Value ETF | +0.1% | +6.51% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.35% | Add |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | +767.98% | Add |
| 24 | IFRA | Ishares US Infrastructure | +0.1% | NEW | New buy |
| 25 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 26 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +2.07% | Add |
| 28 | TIP | Ishares Tips Bond ETF | +0.1% | +109.18% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.25% | Add |
| 30 | QCOM | Qualcomm Inc | +0.1% | -4.28% | Trim |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +28.75% | Add |
| 32 | WHR | Whirlpool CORP | +0.1% | NEW | New buy |
| 33 | CAT | Caterpillar Inc | +0.1% | -8.76% | Trim |
| 34 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 35 | JPIE | Jpmorgan Income ETF | +0.1% | +10.70% | Add |
| 36 | VB | Vanguard Small-cap ETF | +0.1% | -5.05% | Trim |
| 37 | MUB | Ishares National Muni Bond E | +0.1% | +8.64% | Add |
| 38 | XLV | Ss Health Care Select Sector | +0.1% | +6.65% | Add |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | -1.09% | Trim |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +8.45% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.35% | Trim |
| 42 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 43 | IX | Orix - Sponsored Adr | +0.1% | NEW | New buy |
| 44 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 45 | ZION | Zions Bancorp NA | +0.1% | NEW | New buy |
| 46 | ECG | Everus Construction Group | +0.1% | NEW | New buy |
| 47 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 48 | AVMC | Avantis US Mid Cap Eq ETF | +0.1% | NEW | New buy |
| 49 | PH | Parker Hannifin CORP | +0.1% | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | +0.1% | +1.35% | Add |
According to official SEC Form 13F filings, Narus Financial Partners, LLC reported a total U.S. public equity portfolio value of $376.9M across 177 disclosed positions in Q2 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, XLK, GLD) accounted for 51.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
BINC
市值: $1.1M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $548.0K
During Q2 2026, Narus Financial Partners, LLC's top holdings by market value included WMT (38.9%)、XLK (3.4%)、GLD (3.0%). The largest single position, WMT, represented 38.9% of total portfolio value.
In Q2 2026, Narus Financial Partners, LLC made 173 total portfolio adjustments, initiating 23 new buys, adding to 66 positions, trimming 76 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.