StockDriftsStockDriftsTop 50 Narus Financial Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 38.9% | 1.34M | $151.5M | -0.79%(-10.71K) | $49.18(+133.63%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 3.39% | 69.3K | $13.2M | +0.68%(+470) | $94.33(+102.19%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.03% | 32.0K | $11.8M | -1.28%(-414) | $215.48(+87.58%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.2% | 120.1K | $8.6M | +0.72%(+857) | $48.46(+52.73%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.97% | 38.4K | $7.7M | -10.18%(-4.35K) | $60.00(+276.80%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 1.63% | 78.6K | $6.3M | +1.57%(+1.22K) | $58.29(+44.68%) | 2026-06-30 | |
| PSCT | INVESCO EXCH TRADED FD TR II | 1.44% | 60.5K | $5.6M | -2.13%(-1.32K) | $46.61(+78.81%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.35% | 14.2K | $5.2M | -1.73%(-250) | $207.07(+85.14%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.33% | 17.9K | $5.2M | -11.22%(-2.27K) | $142.63(+114.11%) | 2026-06-30 | |
| EFV | ISHARES TR | 1.17% | 59.6K | $4.6M | -3.05%(-1.87K) | $50.27(+62.69%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.04% | +90.84% | +14.09% | +93.32% |
| Top 20 Holdings Unweighted | +15.43% | +53.78% | +8.32% | +49.14% |
Narus Financial Partners, LLC reports $389.31M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are WMT (38.9%), XLK (3.4%) and GLD (3.0%). The top 20 holdings account for 65.39% of reported assets. Its disclosed equity book has returned +90.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Narus Financial Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1698091). View Narus Financial Partners, LLC’s 13F filings on SEC