What Narus Financial Partners, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1698091 · Filed Jul 31, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
WMTWalmart Inc. | 1.3M | −0.8% | $151.5M | 38.9% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 69.3K | New | $13.2M | 3.4% |
| 32K |
| −1.3% |
| $11.8M |
| 3% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 120.1K | +0.7% | $8.6M | 2.2% |
NVDANVIDIA Corp | 38.4K | −10.2% | $7.7M | 2% |
VANGUARD INDEX FDSMID CAP ETF | 78.6K | +306.3% | $6.3M | 1.6% |
INVESCO EXCH TRADED FD TR IIS&P SMLCP INFO | 60.5K | −2.1% | $5.6M | 1.4% |
VANGUARD INDEX FDSTOTAL STK MKT | 14.2K | −1.7% | $5.2M | 1.3% |
AAPLApple Inc. | 17.9K | −11.2% | $5.2M | 1.3% |
ISHARES TREAFE VALUE ETF | 59.6K | −3.0% | $4.6M | 1.2% |
VANGUARD WORLD FDCOMM SRVC ETF | 21.3K | +2.0% | $3.9M | 1% |
GOOGLAlphabet Inc. | 10.5K | −20.1% | $3.8M | 1% |
ISHARES TREAFE SML CP ETF | 43.2K | −0.8% | $3.6M | 0.9% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 42.7K | +3.8% | $3.5M | 0.9% |
ISHARES TRRUS MID CAP ETF | 31.5K | +2.9% | $3.5M | 0.9% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 74.8K | +10.7% | $3.4M | 0.9% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 46.9K | +26.5% | $3.4M | 0.9% |
SELECT SECTOR SPDR TRST STR FINL ETF | 63.4K | New | $3.4M | 0.9% |
VANGUARD INDEX FDSSMALL CP ETF | 11.1K | −5.1% | $3.4M | 0.9% |
ISHARES TRNATIONAL MUN ETF | 29.2K | +8.6% | $3.1M | 0.8% |
VANGUARD INDEX FDSVALUE ETF | 14.1K | +6.5% | $3.1M | 0.8% |
QQQInvesco QQQ Trust, Series 1 | 4.1K | −0.7% | $3M | 0.8% |
SPDR SERIES TRUSTST INTER ETF | 99K | New | $2.8M | 0.7% |
ISHARES TRCORE S&P SCP ETF | 18.5K | +1.3% | $2.7M | 0.7% |
SPDR SERIES TRUSTST STR P500ETF | 29.9K | New | $2.6M | 0.7% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 32.3K | −4.3% | $2.6M | 0.7% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 3.7K | −15.3% | $2.6M | 0.7% |
ISHARES TRCORE S&P500 ETF | 3.3K | −2.4% | $2.5M | 0.6% |
ISHARES TRSHRT NAT MUN ETF | 21.8K | −2.0% | $2.3M | 0.6% |
DBOInvesco DB Oil Fund | 131.3K | −9.0% | $2.3M | 0.6% |
VANECK ETF TRUSTHIGH YLD MUNIETF | 44.7K | +7.7% | $2.3M | 0.6% |
DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF | 47.5K | New | $2.3M | 0.6% |
SPYSPDR S&P 500 ETF Trust | 2.9K | +4.3% | $2.1M | 0.6% |
SELECT SECTOR SPDR TRST STR CARE ETF | 13.5K | New | $2.1M | 0.6% |
AMZNAmazon Com Inc | 8.6K | −17.4% | $2.1M | 0.5% |
ISHARES TRCORE US AGGBD ET | 20.7K | +1.0% | $2.1M | 0.5% |
KLACKLA Corp | 6.6K | +902.0% | $2M | 0.5% |
WISDOMTREE TRINDIA ERNGS FD | 44K | −11.0% | $1.9M | 0.5% |
METAMeta Platforms, Inc. | 3.2K | −21.7% | $1.8M | 0.5% |
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL | 34K | −2.9% | $1.7M | 0.4% |
ISHARES TRGLOBAL TECH ETF | 11.8K | −1.7% | $1.7M | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 3.3K | −10.5% | $1.7M | 0.4% |
MSFTMicrosoft Corp | 4.5K | −7.1% | $1.7M | 0.4% |
ISHARES TRMSCI EAFE ETF | 15.9K | −3.8% | $1.7M | 0.4% |
SPDR INDEX SHS FDSST STR PO EX ETF | 32K | New | $1.6M | 0.4% |
IBMInternational Business Machines Corp | 5.7K | +1.4% | $1.6M | 0.4% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 13.6K | New | $1.6M | 0.4% |
ISHARES TR20 YR TR BD ETF | 17.5K | +1.3% | $1.5M | 0.4% |
GOLDMAN SACHS ETF TRACCES TREASURY | 14.8K | −15.1% | $1.5M | 0.4% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 24.7K | −2.6% | $1.5M | 0.4% |
IAUiShares Gold Trust | 19.2K | −4.9% | $1.5M | 0.4% |
VANGUARD WORLD FDINF TECH ETF | 11.7K | +768.0% | $1.4M | 0.4% |
DIMENSIONAL ETF TRUSTINTL SMALL CAP E | 39.3K | −1.7% | $1.4M | 0.4% |
SPDR SERIES TRUSTST LON TREAS ETF | 52.4K | New | $1.4M | 0.4% |
ISHARES TRCORE S&P US VLU | 12.2K | −0.7% | $1.3M | 0.3% |
JPMJPMorgan Chase & Co | 4K | −9.3% | $1.3M | 0.3% |
VANGUARD INDEX FDSMCAP VL IDXVIP | 6.3K | +2.5% | $1.2M | 0.3% |
QCOMQualcomm Inc | 6.7K | −4.3% | $1.2M | 0.3% |
ORCLOracle Corp | 8.4K | −0.8% | $1.2M | 0.3% |
VANGUARD INDEX FDSGROWTH ETF | 14.2K | +755.4% | $1.2M | 0.3% |
ISHARES TRRUSSELL 2000 ETF | 3.8K | −1.0% | $1.1M | 0.3% |
PIMCO ETF TRENHAN SHRT MA AC | 11.3K | +429.5% | $1.1M | 0.3% |
BLACKROCK ETF TRUST IIISHA FLEX IN ETF | 21.4K | New | $1.1M | 0.3% |
EXXON MOBIL CORPCOM | 8.2K | −7.7% | $1.1M | 0.3% |
AMATApplied Materials Inc | 1.5K | −5.6% | $1.1M | 0.3% |
CATCaterpillar Inc | 1K | −8.8% | $1.1M | 0.3% |
NEW YORK LIFE INVTS ACTIVE EMACKAY MUN INTER | 42.9K | New | $1M | 0.3% |
AVGOBroadcom Inc. | 2.8K | −21.7% | $1M | 0.3% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 12.4K | New | $1M | 0.3% |
AMERICAN CENTY ETF TRAVANTIS EMGMKT | 10.1K | +107.6% | $977.3K | 0.3% |
AMERICAN CENTY ETF TRINTL EQT ETF | 10.8K | +347.5% | $966K | 0.2% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 19.1K | −3.8% | $965.3K | 0.2% |
DIMENSIONAL ETF TRUSTUS MKTWIDE VALUE | 16.7K | −1.8% | $917.1K | 0.2% |
ISHARES TRIBOXX HI YD ETF | 11.4K | +0.2% | $912.8K | 0.2% |
SPDR SERIES TRUSTST STR AGGRE ETF | 35.8K | New | $912.7K | 0.2% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 16.1K | New | $857.6K | 0.2% |
ISHARES TRDOW JONES US ETF | 4.5K | −11.8% | $820.3K | 0.2% |
ISHARES TRMBS ETF | 8.4K | +6.1% | $794.1K | 0.2% |
UNHUnitedHealth Group Inc | 1.9K | −1.1% | $788.6K | 0.2% |
SPDR SERIES TRUSTST TERM HIGH ETF | 30.5K | New | $762.8K | 0.2% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 16.6K | New | $754.1K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL A | 1 | ±0% | $748.9K | 0.2% |
ISHARES TRAGENCY BOND ETF | 6.6K | +15.4% | $722.6K | 0.2% |
VVisa Inc. | 2.1K | −5.1% | $721.6K | 0.2% |
ISHARES TRTIPS BD ETF | 6.5K | +109.2% | $713.5K | 0.2% |
ISHARES TR7-10 YR TRSY BD | 7.5K | +4.2% | $711.9K | 0.2% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 1.5K | −3.6% | $704.4K | 0.2% |
J P MORGAN EXCHANGE TRADED FINTL BD OPP ETF | 14.3K | −18.6% | $693.1K | 0.2% |
ISHARES TRINTERNATIONAL SL | 15.8K | +16.1% | $684.3K | 0.2% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 7.9K | +7.9% | $652.1K | 0.2% |
SPDR SERIES TRUSTST STR P400MID | 9.4K | New | $632.8K | 0.2% |
ISHARES TREAFE GRWTH ETF | 5K | +5.0% | $620.6K | 0.2% |
EMEEMCOR Group, Inc. | 741 | −7.1% | $614.9K | 0.2% |
ABBVAbbVie Inc. | 2.4K | +3.4% | $600.9K | 0.2% |
CVXChevron Corp | 3.6K | −2.3% | $596.6K | 0.2% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 7.5K | −17.2% | $583.4K | 0.1% |
VANGUARD INDEX FDSSM CP VAL ETF | 2.4K | +5.4% | $574.9K | 0.1% |
NFLXNetflix Inc | 8K | +11.1% | $570.3K | 0.1% |
INVESCO ACTVELY MNGD ETC FDOPTIMUM YIELD | 35.8K | +7.6% | $568.3K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | 5K | −4.6% | $568.2K | 0.1% |
NOCNorthrop Grumman Corp | 1.1K | ±0% | $559.7K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 721 | +28.7% | $550.2K | 0.1% |
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | 11.1K | New | $548.3K | 0.1% |
WISDOMTREE TRUS VALUE FD | 5.3K | New | $536.8K | 0.1% |
DIMENSIONAL ETF TRUSTINTERNATNAL VAL | 9.8K | +0.3% | $526.8K | 0.1% |
LLYELI LILLY & Co | 437 | −11.0% | $524.2K | 0.1% |
CSCOCisco Systems, Inc. | 4.3K | −1.0% | $508.1K | 0.1% |
SPDR SERIES TRUSTST STR P500VAL | 8.3K | New | $506K | 0.1% |
COSTCostco Wholesale Corp | 523 | −4.6% | $489.6K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 1.2K | +7.1% | $467.2K | 0.1% |
TSLATesla, Inc. | 1.1K | −23.2% | $455.9K | 0.1% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 4.4K | New | $452.2K | 0.1% |
TJXTJX Companies Inc | 3K | −2.9% | $449.2K | 0.1% |
VANGUARD MUN BD FDSTAX EXEMPT BD | 8.9K | −4.3% | $448.3K | 0.1% |
GEGeneral Electric Co | 1.2K | −5.5% | $439.9K | 0.1% |
PLTRPalantir Technologies Inc. | 3.7K | +10.2% | $436.6K | 0.1% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 1.8K | +3.7% | $435.4K | 0.1% |
VANGUARD WORLD FDHEALTH CAR ETF | 1.5K | +8.0% | $434.2K | 0.1% |
ISHARES TRUS INFRASTRUC | 6.9K | New | $433.9K | 0.1% |
ISHARES TRBROAD USD HIGH | 11.6K | +2.1% | $431K | 0.1% |
ISHARES INCMSCI JAPAN ETF | 4.6K | −0.4% | $429.5K | 0.1% |
DELLDell Technologies Inc. | 965 | New | $416.2K | 0.1% |
GOOGAlphabet Inc. | 1.2K | +1.3% | $411.1K | 0.1% |
HQYHealthequity, Inc. | 4.5K | −9.5% | $408.4K | 0.1% |
DIMENSIONAL ETF TRUSTINTL CORE EQT MK | 9.9K | −0.3% | $407.5K | 0.1% |
MCKMcKesson Corp | 534 | +9.0% | $403.5K | 0.1% |
MUMicron Technology Inc | 350 | New | $403.5K | 0.1% |
SPDR SERIES TRUSTST STR SP600 SML | 6.7K | New | $385.8K | 0.1% |
BMYBristol Myers Squibb Co | 6.6K | +1.1% | $382.4K | 0.1% |
VLOValero Energy Corp | 1.5K | −30.4% | $378.4K | 0.1% |
CICigna Group | 1.4K | +3.9% | $374.9K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 700 | ±0% | $365.7K | 0.1% |
BKNGBooking Holdings Inc. | 2K | +1,887.4% | $364.9K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 9.2K | New | $355.7K | 0.1% |
SPDR SERIES TRUSTST STR SP600SM C | 3.3K | New | $354.6K | 0.1% |
ISHARES INCMSCI EMRG CHN | 3.3K | −17.7% | $339.7K | 0.1% |
SPDR INDEX SHS FDSST PORT MARK ETF | 6.5K | New | $337.6K | 0.1% |
ISHARES TRUS TELECOM ETF | 8K | ±0% | $337.5K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 2.2K | New | $334.8K | 0.1% |
EVREvercore Inc. | 979 | ±0% | $334.3K | 0.1% |
SPDR SERIES TRUSTST SHOR CORP ETF | 11.1K | New | $332.4K | 0.1% |
AXPAmerican Express Co | 975 | −9.6% | $329.8K | 0.1% |
NVSNovartis AG | 1.9K | +2.7% | $296K | 0.1% |
GISGeneral Mills Inc | 8.5K | +40.5% | $295.8K | 0.1% |
WHRWhirlpool Corp | 7.5K | New | $295.7K | 0.1% |
TRVTravelers Companies, Inc. | 859 | −5.6% | $283.6K | 0.1% |
INVESCO EXCH TRD SLF IDX FDRAFI STRATGIC US | 4.3K | −41.1% | $281.7K | 0.1% |
NOWServiceNow, Inc. | 2.7K | New | $267.2K | 0.1% |
JNJJohnson & Johnson | 1K | +7.6% | $260.1K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 750 | ±0% | $257.9K | 0.1% |
FIXComfort Systems USA Inc | 128 | −16.3% | $253.7K | 0.1% |
PIMCO ETF TRMULTISECTOR BD | 9.4K | New | $248K | 0.1% |
IXOrix Corp | 6.5K | New | $247.3K | 0.1% |
AMPAmeriprise Financial Inc | 538 | −5.1% | $246.8K | 0.1% |
GEVGE Vernova Inc. | 209 | New | $245.5K | 0.1% |
SELECT SECTOR SPDR TRST STR SVC ETF | 2.3K | New | $242.2K | 0.1% |
ROSTRoss Stores, Inc. | 1.1K | +18.2% | $241.6K | 0.1% |
GDGeneral Dynamics Corp | 681 | +0.4% | $241.3K | 0.1% |
ZIONZions Bancorporation, National Association | 3.5K | New | $238.8K | 0.1% |
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | 2.5K | ±0% | $234.8K | 0.1% |
ECGEverus Construction Group, Inc. | 1.4K | New | $234.3K | 0.1% |
PANWPalo Alto Networks Inc | 683 | New | $232.9K | 0.1% |
AMGNAmgen Inc | 641 | −3.8% | $232.1K | 0.1% |
CRWVCoreWeave, Inc. | 2.3K | −41.4% | $230.6K | 0.1% |
SHELShell plc | 2.9K | ±0% | $227K | 0.1% |
AMERICAN CENTY ETF TRAVA MID EQU ETF | 2.8K | New | $221K | 0.1% |
PHParker-Hannifin Corp | 225 | New | $220.1K | 0.1% |
FIRST TR EXCHANGE TRADED FDRBA INDL ETF | 1.6K | −26.7% | $218K | 0.1% |
TAT&T Inc. | 10.5K | ±0% | $216.4K | 0.1% |
WISDOMTREE TREMER MKT HIGH FD | 4K | New | $212.8K | 0.1% |
GBTCGrayscale Bitcoin Trust ETF | 4.7K | −17.2% | $212.2K | 0.1% |
AMGAffiliated Managers Group, Inc. | 620 | New | $209.8K | 0.1% |
NTAPNetApp, Inc. | 1.3K | New | $207.5K | 0.1% |
ISHARES TRRUS MDCP VAL ETF | 1.3K | New | $207.4K | 0.1% |
VANGUARD WORLD FDMEGA GRWTH IND | 2.3K | New | $202.4K | 0.1% |
VANGUARD MUN BD FDSINTERMEDIATE TRM | 2K | New | $201.9K | 0.1% |
VODVodafone Group Public Ltd Co | 10K | ±0% | $132.3K | 0.1% |
