Institutional Fund
Narus Financial Partners, LLC
Salt Lake City, UTCIK 16980916 filings on record
Portfolio Value
$381.59M
Q1 2026
Holdings
162
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+5.1%
from $362.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc43.9%
- Spdr Gold Tr3.7%
- Select Sector Spdr Tr2.4%
- Vanguard Tax-Managed Fds2.0%
- Nvidia Corporation2.0%
- Vanguard Index Fds1.5%
- Other44.6%
Portfolio Holdings
162 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 1.35M | $167.53M | 43.9% | −35.0K | Reduced |
| 2 | Spdr Gold Tr | 32.4K | $13.96M | 3.7% | −143 | Reduced |
| 3 | Select Sector Spdr Tr | 68.8K | $9.14M | 2.4% | +3.5K | Added |
| 4 | Vanguard Tax-Managed Fds | 119.3K | $7.64M | 2.0% | +2.2K | Added |
| 5 | Nvidia Corporation | 42.7K | $7.45M | 2.0% | +612 | Added |
| 6 | Vanguard Index Fds | 19.4K | $5.56M | 1.5% | +322 | Added |
| 7 | Apple Inc | 20.2K | $5.13M | 1.3% | +288 | Added |
| 8 | Vanguard Index Fds | 14.4K | $4.63M | 1.2% | +126 | Added |
| 9 | Ishares Tr | 61.4K | $4.57M | 1.2% | +240 | Added |
| 10 | Alphabet Inc | 13.2K | $3.79M | 1.0% | −19 | Reduced |
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