account_balance
Investment manager · 13F filer · SEC CIK 1698091
Narus Financial Partners, LLC
Reported value$377Mas of Sep 30, 2026
Positions172 7 new, 12 sold out
Top 10 weight55.2%WMT alone is 37%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
36.8%
XLKSelect Sector SPDR Tr
3.6%
GLDSPDR Gold Trust
3.2%
NVDANVIDIA Corp
2.3%
VEAVanguard Tax-Managed FDS
2.2%
VOVanguard Index FDS
1.6%
AAPLApple Inc.
1.5%−6%
VTIVanguard Index FDS
1.4%
PSCTInvesco Exch Traded Fd Tr II
1.3%
EFViShares Tr
1.2%
VOX1.1%
SCZ1.0%
WMTWalmart Inc.
36.8%
XLKSelect Sector SPDR Tr
3.6%
VEA2.2%
VO1.6%
AAPL1.5%VTI1.4%
PSCT
EFV
SCZ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMT Walmart Inc. 36.8% Held
XLK Select Sector SPDR Tr 3.6% Held
GLD SPDR Gold Trust 3.2% HeldNVDA NVIDIA Corp 2.3% HeldVEA Vanguard Tax-Managed FDS 2.2% Held
VO Vanguard Index FDS 1.6% Held
AAPL Apple Inc. 1.5% Trimmed −6%VTI Vanguard Index FDS 1.4% Held
PSCT Invesco Exch Traded Fd Tr II 1.3% Trimmed −3%
EFV iShares Tr 1.2% Held
VOX Vanguard World Fd 1.1% Held
SCZ iShares Tr 1.0% Held
What changed
Biggest moves since Jun 30, 2026
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