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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$139 Billion 43.43% of portfolio
1,423,100
Q2 2025 Reduced 0.28%
$456B
$6.4 Billion 2.0% of portfolio
40,524
Q2 2025 Added 6.03%
$3.69T
$3.82 Billion 1.19% of portfolio
18,599
Q2 2025 Added 5.22%
$2.75B
$2.75 Billion 0.86% of portfolio
26,643
Q2 2025 Reduced 36.97%
$1.78T
$2.56 Billion 0.8% of portfolio
3,464
Q2 2025 Reduced 1.51%
$1.21T
$2.37 Billion 0.74% of portfolio
13,445
Q2 2025 Added 1.18%
$2.26T
$1.92 Billion 0.6% of portfolio
8,772
Q2 2025 Added 2.8%
$3.95T
$1.85 Billion 0.58% of portfolio
3,724
Q2 2025 Added 4.87%
$621B
$1.65 Billion 0.52% of portfolio
3,407
Q2 2025 Added 10.22%
$684B
$1.57 Billion 0.49% of portfolio
7,170
Q2 2025 Added 1.37%
$859B
$1.18 Billion 0.37% of portfolio
4,063
Q2 2025 Added 0.15%
$173B
$900 Million 0.28% of portfolio
5,649
Q2 2025 Added 9.58%
$127B
$851 Million 0.27% of portfolio
3,089
Q2 2025 Reduced 0.19%
$210B
$716 Million 0.22% of portfolio
2,430
Q2 2025 Added 1.76%
$7.83B
$628 Million 0.2% of portfolio
5,996
Q2 2025 Added 3.54%
$551B
$607 Million 0.19% of portfolio
1,709
Q2 2025 Reduced 4.42%
$133B
$589 Million 0.18% of portfolio
658
Q1 2021 Added 15.96%
$89.4B
$549 Million 0.17% of portfolio
1,099
Q4 2023 Reduced 15.4%
$66.3B
$470 Million 0.15% of portfolio
5,546
Q2 2025 Added 9.82%
$1.08T
$464 Million 0.14% of portfolio
1,462
Q2 2025 Added 58.23%
$157B
$460 Million 0.14% of portfolio
1,190
Q2 2025 Added 81.13%
$439B
$446 Million 0.14% of portfolio
451
Q2 2025 Reduced 0.22%
$217B
$417 Million 0.13% of portfolio
72
Q2 2025 Reduced 6.49%
$302B
$426 Million 0.13% of portfolio
5,320
Q2 2025 Added 6.7%
$545B
$374 Million 0.12% of portfolio
279
Q2 2025 New
$155B
$376 Million 0.12% of portfolio
3,045
Q2 2025 Added 15.12%
$85.6B
$370 Million 0.12% of portfolio
1,119
Q2 2025 Reduced 8.5%
$351B
$375 Million 0.12% of portfolio
2,020
Q2 2025 Added 1.61%
$30.2B
$391 Million 0.12% of portfolio
731
Q2 2025 Added 11.94%
$245B
$342 Million 0.11% of portfolio
1,096
Q2 2025 Added 44.21%
$55.2B
$354 Million 0.11% of portfolio
664
Q2 2025 Reduced 9.04%
$94.7B
$313 Million 0.1% of portfolio
428
Q2 2025 Added 1.66%
$13.7B
$299 Million 0.09% of portfolio
3,836
Q2 2025 New
$4.73B
$296 Million 0.09% of portfolio
3,418
Q2 2025 Reduced 1.44%
$306B
$285 Million 0.09% of portfolio
1,106
Q2 2025 Reduced 26.17%
$227B
$293 Million 0.09% of portfolio
919
Q2 2025 Added 20.13%
$218B
$293 Million 0.09% of portfolio
756
Q2 2025 New
$1.27T
$249 Million 0.08% of portfolio
1,100
Q2 2025 New
$61.9B
$243 Million 0.08% of portfolio
910
Q3 2024 New
$12.1B
$264 Million 0.08% of portfolio
979
Q2 2025 New
$75.9B
$252 Million 0.08% of portfolio
68
Q2 2025 Added 11.48%
$162B
$262 Million 0.08% of portfolio
1,433
Q2 2025 Added 3.77%
$442B
$259 Million 0.08% of portfolio
2,398
Q2 2025 Reduced 3.66%
$367B
$272 Million 0.08% of portfolio
1,993
Q2 2025 New
$23.4B
$265 Million 0.08% of portfolio
2,483
Q2 2025 Reduced 17.21%
$51.4B
$243 Million 0.08% of portfolio
1,808
Q2 2025 Added 14.07%
$93.6B
$255 Million 0.08% of portfolio
500
Q2 2025 New
$86.2B
$211 Million 0.07% of portfolio
724
Q2 2025 Reduced 14.12%
$78.6B
$239 Million 0.07% of portfolio
3,218
Q2 2025 Reduced 8.61%

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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