Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $320 Billion
  • Q2 2025

Narus Financial Partners, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $139B, Spdr Gold Trust with a value of $9.03B, Technology Sector Spdr with a value of $7.75B, Nvidia Corp with a value of $6.4B, and Vanguard Ftse Developed Market with a value of $6.27B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $294B to 320B.

Narus Financial Partners, LLC is based out at Salt Lake City, UT

Below you can find more details about Narus Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
Consumer Defensive: $140 Billion
ETFs: $136 Billion
Technology: $19.4 Billion
Consumer Cyclical: $6.4 Billion
Financial Services: $5.56 Billion
Communication Services: $5.3 Billion
Healthcare: $2.25 Billion
Industrials: $1.73 Billion
Other: $502 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$260B
$139 Billion 43.43% of portfolio
1,423,100
Q2 2025 Reduced 0.28%
$105B
$9.03 Billion 2.82% of portfolio
29,614
Q2 2025 Added 19.65%
$0
$7.75 Billion 2.42% of portfolio
30,613
Q2 2025 Added 15.73%
$409B
$6.4 Billion 2.0% of portfolio
40,524
Q2 2025 Added 6.03%
$0
$6.27 Billion 1.96% of portfolio
110,033
Q2 2025 Added 1.06%
$0
$4.92 Billion 1.54% of portfolio
17,591
Q2 2025 Reduced 1.69%
$0
$4.29 Billion 1.34% of portfolio
14,105
Q2 2025 Added 2.97%
$3.35T
$3.82 Billion 1.19% of portfolio
18,599
Q2 2025 Added 5.22%
$0
$3.6 Billion 1.12% of portfolio
21,035
Q2 2025 Reduced 7.16%
$0
$3.55 Billion 1.11% of portfolio
67,770
Q2 2025 Added 0.13%
$0
$3.54 Billion 1.11% of portfolio
55,772
Q2 2025 Added 4.4%
$0
$3.14 Billion 0.98% of portfolio
67,988
Q2 2025 Reduced 29.89%
$383M
$3.1 Billion 0.97% of portfolio
234,442
Q2 2025 Reduced 6.01%
$0
$3.07 Billion 0.96% of portfolio
12,951
Q2 2025 Reduced 24.18%
$0
$3.06 Billion 0.96% of portfolio
42,143
Q2 2025 Reduced 9.13%
$2.78B
$2.75 Billion 0.86% of portfolio
26,643
Q2 2025 Reduced 36.97%
$0
$2.66 Billion 0.83% of portfolio
41,720
Q2 2025 Reduced 16.18%
$0
$2.65 Billion 0.83% of portfolio
14,975
Q2 2025 Added 5.76%
$0
$2.58 Billion 0.81% of portfolio
53,730
Q2 2025 Reduced 4.22%
$1.62T
$2.56 Billion 0.8% of portfolio
3,464
Q2 2025 Reduced 1.51%
$0
$2.51 Billion 0.78% of portfolio
87,378
Q2 2025 Added 4.4%
$0
$2.47 Billion 0.77% of portfolio
26,887
Q2 2025 Reduced 15.19%
$0
$2.44 Billion 0.76% of portfolio
23,317
Q2 2025 Added 13.61%
$0
$2.37 Billion 0.74% of portfolio
29,830
Q2 2025 Reduced 1.28%
$1.07T
$2.37 Billion 0.74% of portfolio
13,445
Q2 2025 Added 1.18%
$0
$2.27 Billion 0.71% of portfolio
49,008
Q2 2025 Reduced 8.69%
$0
$2.25 Billion 0.7% of portfolio
30,626
Q2 2025 Reduced 24.73%
$0
$2.25 Billion 0.7% of portfolio
47,487
Q2 2025 Added 9.68%
$0
$2.14 Billion 0.67% of portfolio
20,132
Q2 2025 Added 0.49%
$0
$2.09 Billion 0.65% of portfolio
19,103
Q2 2025 Reduced 18.75%
$0
$2.04 Billion 0.64% of portfolio
28,132
Q2 2025 Added 4.15%
$0
$2.01 Billion 0.63% of portfolio
3,544
Q2 2025 Reduced 15.5%
$0
$1.94 Billion 0.61% of portfolio
3,125
Q2 2025 Reduced 0.16%
$0
$1.91 Billion 0.6% of portfolio
19,278
Q2 2025 Added 0.93%
$2.27T
$1.92 Billion 0.6% of portfolio
8,772
Q2 2025 Added 2.8%
$3.75T
$1.85 Billion 0.58% of portfolio
3,724
Q2 2025 Added 4.87%
$0
$1.77 Billion 0.55% of portfolio
2,871
Q2 2025 Added 1.23%
$0
$1.7 Billion 0.53% of portfolio
7,821
Q2 2025 Reduced 19.64%
$631B
$1.65 Billion 0.52% of portfolio
3,407
Q2 2025 Added 10.22%
$0
$1.58 Billion 0.49% of portfolio
11,750
Q2 2025 Added 72.31%
$618B
$1.57 Billion 0.49% of portfolio
7,170
Q2 2025 Added 1.37%
$0
$1.45 Billion 0.45% of portfolio
16,194
Q2 2025 Reduced 29.56%
$847B
$1.18 Billion 0.37% of portfolio
4,063
Q2 2025 Added 0.15%
$0
$1.16 Billion 0.36% of portfolio
12,215
Q2 2025 Added 0.11%
$0
$1.16 Billion 0.36% of portfolio
23,481
Q2 2025 Added 1.75%
$0
$1.14 Billion 0.36% of portfolio
42,907
Q2 2025 Added 43.31%
$53B
$1.12 Billion 0.35% of portfolio
18,025
Q2 2025 Added 12.5%
$0
$1.11 Billion 0.35% of portfolio
12,028
Q1 2025 Reduced 0.21%
$0
$1.09 Billion 0.34% of portfolio
10,866
Q2 2025 Added 24.61%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $320 Billion
  • Prior Value $294 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 19 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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