Narus Financial Partners, LLC

Registered adviser

CIK

1698091

Location

SALT LAKE CITY, UT

Portfolio Value

Small $325,235,762

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,344 / 8,807 ▼ 247 · as of Jun 2026

Top Industry

Discount Stores 71.7%

Period ended 20 days ago

Filed Oct 19, 2026 · 1d

20 quarters · since Mar 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 173534

Roster of Oct 1, 2026

Regulatory AUM

$558,994,364

Main clients

Individuals and high net worth (90% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$558,994,364	Individuals and high net worth (90%)
Mar 2025 to Mar 2026	$467,737,201	Individuals and high net worth (89%)
Apr 2024 to Feb 2025	$379,342,607	Individuals and high net worth (88%)
May 2023 to Mar 2024	$318,996,775	Individuals and high net worth (88%)
Feb 2023 to Apr 2023	$318,996,775	Individuals and high net worth (88%)
Mar 2022 to Jan 2023	$356,989,284	Individuals and high net worth (88%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.8% of the book (60%+)

Turnover

Low turnover

8.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 79.4%; sector active share 70.7% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

172 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

42.7%

+3.8 pts

Top 5

62.4%

−0.5 pts

Top 10

74.3%

+0.5 pts

HHI

1,976

Moderately concentrated+251

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	42.9%	$139,609,263	3
Unclassified	40.2%	$130,902,811	106
Technology	8.5%	$27,648,764	18
Communication Services	2.2%	$7,240,854	6
Financial Services	1.7%	$5,496,194	10
Healthcare	1.4%	$4,622,934	11
Industrials	1.2%	$3,871,553	8
Consumer Cyclical	1.2%	$3,797,529	6
Energy	0.6%	$2,045,860	4

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BINC		+14,935	36,367	$1,847,079
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	+8,869	61,260	$1,461,051
AVDE	Avantis International Equity ETF	+8,787	19,616	$1,767,597
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	+8,717	19,996	$2,010,597
CGDV	Capital Group Dividend Value ETF	+5,501	16,628	$812,277
HYD	VanEck High Yield Muni ETF	+5,494	50,224	$2,412,258
AVEM	Avantis Emerging Markets Equity ETF	+5,284	15,413	$1,449,130
AVMC	Avantis U.S. Mid Cap Equity ETF	+4,382	7,136	$543,977
VUG	VANGUARD GROWTH INDEX FUND	+4,343	18,542	$1,670,819
DBO	Invesco DB Oil Fund	+4,227	135,571	$3,219,811
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2,328	49,236	$3,453,905
TIP	iShares TIPS Bond ETF	+2,265	8,785	$0
AVDV	Avantis International Small Cap Value ETF	+2,256	6,644	$726,720
CRWD	CrowdStrike Holdings, Inc.	+2,242	2,963	$784,454
JMST	JPMorgan Ultra-Short Municipal Income ETF	+2,050	36,015	$1,820,918
PYLD		+1,906	11,256	$285,789
IFRA	iShares U.S. Infrastructure ETF	+1,864	8,747	$0
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+1,303	37,068	$902,976
WTV	WisdomTree U.S. Value Fund	+1,156	6,433	$0
EWJ	iShares MSCI Japan ETF	+1,146	5,751	$560,492
ISCF	iShares International Small-Cap Equity Factor ETF	+997	16,804	$0
NFLX	Netflix Inc	+996	8,984	$625,106
BMY	Bristol Myers Squibb Co	+970	7,606	$474,614
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	+949	99,903	$2,725,353
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+847	14,345	$2,415,984
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−16,090	14,384	$0
JPIB	JPMorgan International Bond Opportunities ETF	−6,735	7,601	$354,966
GBIL	Goldman Sachs ETF Trust	−5,680	9,075	$908,498
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−4,699	27,621	$2,133,722
JPST	JPMorgan Ultra-Short Income ETF	−3,807	15,282	$769,754
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−3,159	4,329	$330,735
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	−2,607	8,807	$0
XOM	ExxonMobil Holdings Corp	−2,505	5,674	$923,443
JPIE	JPMorgan Income ETF	−2,327	72,476	$3,253,447
DFIS	Dimensional International Small Cap ETF	−2,253	37,081	$1,343,444
CVX	Chevron Corp	−2,007	1,592	$325,102
XLF	State Street Corp	−1,996	61,376	$0
PSCT	Invesco Ltd.	−1,928	58,614	$0
TLT	iShares 20+ Year Treasury Bond ETF	−1,534	16,005	$0
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	−1,470	7,897	$497,826
WMT	Walmart Inc.	−1,465	1,335,824	$138,818,830
EPI	WisdomTree India Earnings Fund	−1,438	42,520	$0
MUB	iShares National Muni Bond ETF	−1,352	27,820	$0
XMHQ	Victory Portfolios II	−1,322	3,712	$0
IJR	iShares Core S&P Small-Cap ETF	−1,105	17,427	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−1,100	7,764	$367,703
AAPL	Apple Inc.	−1,094	16,841	$5,608,389
HQY	Healthequity, Inc.	−1,050	3,472	$307,133
VOO	VANGUARD 500 INDEX FUND	−1,018	2,700	$1,892,322
EMXC	iShares MSCI Emerging Markets ex China ETF	−910	2,411	$238,881
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	6,958	$1,049,683
AVUV	Avantis U.S. Small Cap Value ETF	3,668	$431,980
CNEQ	Alger Concentrated Equity ETF	8,948	$363,557
DBMF	iMGP DBI Managed Futures Strategy ETF	11,121	$361,766
MRK	Merck & Co., Inc.	1,503	$218,400
QXO	QXO, Inc.	10,100	$118,069
IYW	iShares, Inc.	1,545	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	9,169	$355,665
TRV	Travelers Companies, Inc.	859	$283,573
IUS	Invesco RAFI Strategic US ETF	4,296	$281,731
FIX	Comfort Systems USA Inc	128	$253,689
GEV	GE Vernova Inc.	209	$245,545
ZION	Zions Bancorporation, National Association /Ut/	3,452	$238,843
ECG	Everus Construction Group, Inc.	1,412	$234,321
CRWV	CoreWeave, Inc.	2,317	$230,634
AIRR	First Trust Exchange-Traded Fund VI	1,636	$217,997
AMG	Affiliated Managers Group, Inc.	620	$209,808
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	2,302	$202,368
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	2,000	$201,940
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

172 tracked positions · $325,235,762 total · filing declares 172 positions · $376,910,394 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 172 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	1,335,824	-1,465	$138,818,830	−8.3%	42.68%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	69,020	-239	$13,510,665	+2.4%	4.15%
GLD	Spdr Gold Trust	Reduced	31,526	-505	$12,006,361	+1.8%	3.69%
NVDA	Nvidia Corp Technology	Reduced	37,849	-521	$8,643,954	+12.6%	2.66%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	119,621	-497	$8,446,438	−1.3%	2.60%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	78,461	-164	$6,152,911	−2.9%	1.89%
AAPL	Apple Inc. Technology	Reduced	16,841	-1,094	$5,608,389	+8.1%	1.72%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	14,079	-97	$5,268,924	+0.4%	1.62%
VOX	VANGUARD COMMUNICATION SERVICES INDEX FUND	Added	21,352	+23	$4,069,477	+3.7%	1.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,267	-264	$3,532,669	−6.1%	1.09%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	49,236	+2,328	$3,453,905	+0.3%	1.06%
DFAS	Dimensional U.S. Small Cap ETF	Added	42,824	+99	$3,315,434	−5.8%	1.02%
JPIE	JPMorgan Income ETF	Reduced	72,476	-2,327	$3,253,447	−5.6%	1.00%
DBO	Invesco DB Oil Fund	Added	135,571	+4,227	$3,219,811	+38.9%	0.99%
VTV	VANGUARD VALUE INDEX FUND	Added	14,756	+629	$3,188,476	+3.6%	0.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,029	-47	$2,980,533	−0.7%	0.92%
VB	Vanguard Index Funds	Reduced	10,452	-613	$2,973,489	−11.3%	0.91%
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	Added	99,903	+949	$2,725,353	−3.0%	0.84%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	29,894	-10	$2,683,285	+2.1%	0.83%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	14,345	+847	$2,415,984	+12.8%	0.74%
HYD	VanEck High Yield Muni ETF	Added	50,224	+5,494	$2,412,258	+4.7%	0.74%
MSFT	Microsoft Corp Technology	Added	4,487	+20	$2,301,382	+38.1%	0.71%
META	Meta Platforms, Inc. Communication Services	Reduced	3,131	-53	$2,270,538	+26.6%	0.70%
DFSD	Dimensional Short-Duration Fixed Income ETF	Reduced	46,987	-522	$2,183,579	−3.7%	0.67%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	27,621	-4,699	$2,133,722	−16.5%	0.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,429	-178	$2,100,085	+2.4%	0.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,737	-131	$2,087,318	−2.5%	0.64%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	19,996	+8,717	$2,010,597	+76.8%	0.62%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,700	-1,018	$1,892,322	−25.9%	0.58%
BINC		Added	36,367	+14,935	$1,847,079	+64.7%	0.57%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	36,015	+2,050	$1,820,918	+5.1%	0.56%
AVDE	Avantis International Equity ETF	Added	19,616	+8,787	$1,767,597	+83.0%	0.54%
VUG	VANGUARD GROWTH INDEX FUND	Added	18,542	+4,343	$1,670,819	+36.6%	0.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,284	-64	$1,635,267	−2.4%	0.50%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	31,476	-526	$1,580,409	−2.0%	0.49%
IAU	Ishares Gold Trust	Added	19,710	+471	$1,539,351	+6.0%	0.47%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	13,892	+320	$1,512,005	−5.0%	0.46%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	11,661	+4	$1,465,437	+5.2%	0.45%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Added	61,260	+8,869	$1,461,051	+6.3%	0.45%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	24,527	-205	$1,454,696	−1.5%	0.45%
AVEM	Avantis Emerging Markets Equity ETF	Added	15,413	+5,284	$1,449,130	+48.3%	0.45%
DFIS	Dimensional International Small Cap ETF	Reduced	37,081	-2,253	$1,343,444	−2.5%	0.41%
QCOM	Qualcomm Inc/De Technology	Added	7,088	+381	$1,304,475	+5.3%	0.40%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,937	-41	$1,302,477	+0.0%	0.40%
KLAC	Kla Corp Technology	Held	6,593	0	$1,285,173	−35.4%	0.40%
IBM	International Business Machines Corp Technology	Added	5,802	+98	$1,276,033	−20.4%	0.39%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Reduced	5,998	-326	$1,172,788	−6.1%	0.36%
ORCL	Oracle Corp Technology	Added	8,456	+96	$1,161,008	−5.2%	0.36%
SPCX	Space Exploration Technologies Corp Industrials	NEW	6,958	NEW	$1,049,683	NEW	0.32%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	16,271	+123	$1,000,666	+16.7%	0.31%

Showing the top 50 of 172 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.