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Narus Financial Partners, LLC - Portfolio Stock Holdings

Narus Financial Partners, LLC disclosed 185 stock positions in a recent SEC 13F filing. $387,795,089 of stock holdings were filed, with the largest holdings including WMT, XLK, and GLD. This filing represented positions held on June 30, 2026, and was filed on July 31, 2026.

We estimate the fund has a total AUM of $558,994,364 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

185

Est. Stock Holding Value:

$387,795,089

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Narus Financial Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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