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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
GLD Spdr Gold Trust ETFs	$106B	$9.03 Billion 2.82% of portfolio	29,614	Q2 2025 Added 19.65%
XLK Technology Sector Spdr ETFs	$0	$7.75 Billion 2.42% of portfolio	30,613	Q2 2025 Added 15.73%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.27 Billion 1.96% of portfolio	110,033	Q2 2025 Added 1.06%
VO Vanguard Mid Cap ETF ETFs	$0	$4.92 Billion 1.54% of portfolio	17,591	Q2 2025 Reduced 1.69%
VTI Vanguard Total Stock Market Et ETFs	$0	$4.29 Billion 1.34% of portfolio	14,105	Q2 2025 Added 2.97%
VOX Vanguard Communication Service ETFs	$0	$3.6 Billion 1.12% of portfolio	21,035	Q2 2025 Reduced 7.16%
XLF Financial Sector Spdr ETFs	$0	$3.55 Billion 1.11% of portfolio	67,770	Q2 2025 Added 0.13%
EFV Msci Eafe Value ETF ETFs	$0	$3.54 Billion 1.11% of portfolio	55,772	Q2 2025 Added 4.4%
PSCT Invesco S&P Smallcap Informati ETFs	$0	$3.14 Billion 0.98% of portfolio	67,988	Q2 2025 Reduced 29.89%
DBO Invesco Db Oil Fund ETFs	$383M	$3.1 Billion 0.97% of portfolio	234,442	Q2 2025 Reduced 6.01%
VB Vanguard Small Cap ETF ETFs	$0	$3.07 Billion 0.96% of portfolio	12,951	Q2 2025 Reduced 24.18%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$3.06 Billion 0.96% of portfolio	42,143	Q2 2025 Reduced 9.13%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$2.73 Billion 0.85% of portfolio	53,689	Q2 2025 Added 16.86%
DFAS Dimensional ETF Tr U S Small C ETFs	$0	$2.66 Billion 0.83% of portfolio	41,720	Q2 2025 Reduced 16.18%
VTV Vanguard Value ETF ETFs	$0	$2.65 Billion 0.83% of portfolio	14,975	Q2 2025 Added 5.76%
DFSD Dimensional ETF Tr Short Durat ETFs	$0	$2.58 Billion 0.81% of portfolio	53,730	Q2 2025 Reduced 4.22%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$2.51 Billion 0.78% of portfolio	87,378	Q2 2025 Added 4.4%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.47 Billion 0.77% of portfolio	26,887	Q2 2025 Reduced 15.19%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.44 Billion 0.76% of portfolio	23,317	Q2 2025 Added 13.61%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.37 Billion 0.74% of portfolio	29,830	Q2 2025 Reduced 1.28%
JPIE J P Morgan Exchange Traded Fd	$0	$2.27 Billion 0.71% of portfolio	49,008	Q2 2025 Reduced 8.69%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$2.25 Billion 0.7% of portfolio	30,626	Q2 2025 Reduced 24.73%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$2.25 Billion 0.7% of portfolio	47,487	Q2 2025 Added 9.68%
SUB Ishares Short Term National Mu ETFs	$0	$2.14 Billion 0.67% of portfolio	20,132	Q2 2025 Added 0.49%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.09 Billion 0.65% of portfolio	19,103	Q2 2025 Reduced 18.75%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.04 Billion 0.64% of portfolio	28,132	Q2 2025 Added 4.15%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$2.01 Billion 0.63% of portfolio	3,544	Q2 2025 Reduced 15.5%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.94 Billion 0.61% of portfolio	3,125	Q2 2025 Reduced 0.16%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.91 Billion 0.6% of portfolio	19,278	Q2 2025 Added 0.93%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.77 Billion 0.55% of portfolio	2,871	Q2 2025 Added 1.23%
XLY Select Sector Spdr Consumer Di ETFs	$0	$1.7 Billion 0.53% of portfolio	7,821	Q2 2025 Reduced 19.64%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.58 Billion 0.49% of portfolio	11,750	Q2 2025 Added 72.31%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.45 Billion 0.45% of portfolio	16,194	Q2 2025 Reduced 29.56%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$1.16 Billion 0.36% of portfolio	12,215	Q2 2025 Added 0.11%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.16 Billion 0.36% of portfolio	23,481	Q2 2025 Added 1.75%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$1.14 Billion 0.36% of portfolio	42,907	Q2 2025 Added 43.31%
IAU Ishares Gold Trust ETFs	$53.5B	$1.12 Billion 0.35% of portfolio	18,025	Q2 2025 Added 12.5%
IXN Ishares Global Information Tec ETFs	$0	$1.11 Billion 0.35% of portfolio	12,028	Q1 2025 Reduced 0.21%
GBIL Goldman Sachs Access Treasury ETFs	$0	$1.09 Billion 0.34% of portfolio	10,866	Q2 2025 Added 24.61%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.08 Billion 0.34% of portfolio	26,672	Q2 2025 Added 3.9%
DFIS Dimensional ETF Tr Dimensional ETFs	$0	$1.06 Billion 0.33% of portfolio	35,630	Q2 2025 Reduced 13.16%
MMIT Indexiq Active ETF Tr Iq Macka ETFs	$0	$955 Million 0.3% of portfolio	40,038	Q2 2025 Reduced 5.06%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$886 Million 0.28% of portfolio	17,482	Q2 2025 Reduced 22.54%
XLE Energy Sector Spdr ETFs	$0	$905 Million 0.28% of portfolio	10,675	Q2 2025 Reduced 16.48%
XLP Consumer Staples Sector Spdr ETFs	$0	$911 Million 0.28% of portfolio	11,257	Q2 2025 Added 191.86%
HYD Vaneck High Yield Muni ETF ETFs	$0	$878 Million 0.27% of portfolio	17,495	Q2 2025 Added 3.64%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$869 Million 0.27% of portfolio	9,849	Q2 2025 Added 2.64%
HYG Ishares Tr ETFs	$0	$880 Million 0.27% of portfolio	10,907	Q2 2025 Reduced 19.24%
IWM Ishares Russell 2000 ETF ETFs	$0	$835 Million 0.26% of portfolio	3,868	Q2 2025 Reduced 8.84%
IEF Ishares Barclays ETFs	$0	$769 Million 0.24% of portfolio	8,027	Q2 2025 Reduced 7.22%

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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Narus Financial Partners, LLC Portfolio Holdings