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
$0
$1.08 Billion 0.34% of portfolio
26,672
Q2 2025 Added 3.9%
$0
$1.06 Billion 0.33% of portfolio
35,630
Q2 2025 Reduced 13.16%
$0
$955 Million 0.3% of portfolio
40,038
Q2 2025 Reduced 5.06%
$173B
$900 Million 0.28% of portfolio
5,649
Q2 2025 Added 9.58%
$0
$886 Million 0.28% of portfolio
17,482
Q2 2025 Reduced 22.54%
$0
$905 Million 0.28% of portfolio
10,675
Q2 2025 Reduced 16.48%
$0
$911 Million 0.28% of portfolio
11,257
Q2 2025 Added 191.86%
$0
$878 Million 0.27% of portfolio
17,495
Q2 2025 Added 3.64%
$127B
$851 Million 0.27% of portfolio
3,089
Q2 2025 Reduced 0.19%
$0
$869 Million 0.27% of portfolio
9,849
Q2 2025 Added 2.64%
$0
$880 Million 0.27% of portfolio
10,907
Q2 2025 Reduced 19.24%
$0
$835 Million 0.26% of portfolio
3,868
Q2 2025 Reduced 8.84%
$0
$769 Million 0.24% of portfolio
8,027
Q2 2025 Reduced 7.22%
$0
$766 Million 0.24% of portfolio
30,082
Q2 2025 Added 94.18%
$0
$769 Million 0.24% of portfolio
5,100
Q1 2025 Reduced 1.47%
$0
$748 Million 0.23% of portfolio
1,128
Q2 2025 Reduced 9.98%
$0
$735 Million 0.23% of portfolio
28,694
Q2 2025 Added 15.05%
$0
$717 Million 0.22% of portfolio
16,970
Q2 2025 Added 2.61%
$210B
$716 Million 0.22% of portfolio
2,430
Q2 2025 Added 1.76%
$0
$720 Million 0.22% of portfolio
9,143
Q2 2025 Added 0.94%
$0
$691 Million 0.22% of portfolio
1,576
Q2 2025 Added 40.84%
$0
$671 Million 0.21% of portfolio
13,793
Q2 2025 Added 14.21%
$7.83B
$628 Million 0.2% of portfolio
5,996
Q2 2025 Added 3.54%
$0
$631 Million 0.2% of portfolio
6,717
Q2 2025 Added 2.99%
$551B
$607 Million 0.19% of portfolio
1,709
Q2 2025 Reduced 4.42%
$15.9B
$564 Million 0.18% of portfolio
3,426
Q2 2025 Reduced 7.51%
$133B
$589 Million 0.18% of portfolio
658
Q1 2021 Added 15.96%
$0
$565 Million 0.18% of portfolio
11,526
Q2 2025 Added 4.07%
$89.4B
$549 Million 0.17% of portfolio
1,099
Q4 2023 Reduced 15.4%
$0
$528 Million 0.16% of portfolio
9,700
Q2 2025 Added 41.61%
$0
$516 Million 0.16% of portfolio
3,137
Q2 2025 Reduced 21.87%
$0
$515 Million 0.16% of portfolio
9,474
Q2 2025 Added 2.21%
$0
$466 Million 0.15% of portfolio
845
Q2 2025 Reduced 0.82%
$0
$481 Million 0.15% of portfolio
5,801
Q2 2025 Added 20.75%
$66.3B
$470 Million 0.15% of portfolio
5,546
Q2 2025 Added 9.82%
$0
$434 Million 0.14% of portfolio
11,194
Q2 2025 Reduced 4.08%
$0
$452 Million 0.14% of portfolio
4,117
Q2 2025 Reduced 16.51%
$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%
$0
$452 Million 0.14% of portfolio
2,317
Q2 2025 Added 9.04%
$439B
$446 Million 0.14% of portfolio
451
Q2 2025 Reduced 0.22%
$0
$411 Million 0.13% of portfolio
7,859
Q2 2025 Added 0.72%
$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%
$0
$419 Million 0.13% of portfolio
950
Q2 2025 Reduced 5.0%
$545B
$374 Million 0.12% of portfolio
279
Q2 2025 New
$0
$398 Million 0.12% of portfolio
11,504
Q2 2025 Added 2.74%
$155B
$376 Million 0.12% of portfolio
3,045
Q2 2025 Added 15.12%
$0
$399 Million 0.12% of portfolio
10,630
Q2 2025 Reduced 1.07%

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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