Sponsored

The Analysis of Narus Financial Partners, LLC's Holdings & P&L

Currently, Narus Financial Partners, LLC holds 162 types of securities in its portfolio with a total value $381.6M. In the most recent quarter, they have increased their positions in HYD (+12.5K shares, valued at $627.0K), GBIL (+5.7K shares, valued at $574.8K), JPIE (+12.4K shares, valued at $573.4K); decreased their positions in WMT (-35.0K shares, valued at $4.4M), SPY (-273 shares, valued at $177.5K), VB (-622 shares, valued at $162.9K); initiated new positions in AVEM (+4.9K shares, valued at $393.2K), UUP (+8.9K shares, valued at $248.3K), JNJ (+952 shares, valued at $232.7K).

1M P&L

-7.7M-2.02%

3M P&L

-19.3M-4.91%

HY P&L

+18.0M+5.07%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Discount Stores168.1M

45.8%

2N/A157.1M

42.8%

3Semiconductors8.9M

2.4%

Top Industries by Stock Count

1N/A101 stocks

66.9%

2Drug Manufacturers - General6 stocks

4.0%

3Software - Infrastructure5 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC1.3M shares-2.53%2026-03-312026-04-21

GLD SPDR GOLD TR32.4K shares-0.44%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR68.8K shares5.35%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS119.3K shares1.85%2026-03-312026-04-21

NVDA NVIDIA CORPORATION42.7K shares1.45%2026-03-312026-04-21

VO VANGUARD INDEX FDS19.4K shares1.69%2026-03-312026-04-21

AAPL APPLE INC20.2K shares1.45%2026-03-312026-04-21

VTI VANGUARD INDEX FDS14.4K shares0.88%2026-03-312026-04-21

Sponsored

EFV ISHARES TR61.4K shares0.39%2026-03-312026-04-21

ALPHABET INC ALPHABET INC13.2K shares-0.14%2026-03-312026-04-21

VOX VANGUARD WORLD FD20.9K shares1.30%2026-03-312026-04-21

PSCT INVESCO EXCH TRADED FD TR II61.9K shares1.92%2026-03-312026-04-21

SCZ ISHARES TR43.5K shares1.91%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR65.8K shares1.28%2026-03-312026-04-21

JPIE J P MORGAN EXCHANGE TRADED F67.6K shares22.58%2026-03-312026-04-21

VB VANGUARD INDEX FDS11.7K shares-5.07%2026-03-312026-04-21

Sponsored

IWR ISHARES TR30.6K shares5.42%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST41.1K shares-1.85%2026-03-312026-04-21

MUB ISHARES TR26.9K shares4.40%2026-03-312026-04-21

DBO INVESCO DB MULTI-SECTOR COMM144.3K shares9.48%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS37.1K shares16.82%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS33.8K shares25.05%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares1.64%2026-03-312026-04-21

SPTI SPDR SERIES TRUST91.0K shares3.07%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS13.3K shares-1.26%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR4.1K shares0.00%2026-03-312026-04-21

SUB ISHARES TR22.2K shares-1.94%2026-03-312026-04-21

META META PLATFORMS INC4.1K shares5.14%2026-03-312026-04-21

IJR ISHARES TR18.3K shares-5.57%2026-03-312026-04-21

SPYM SPDR SERIES TRUST29.3K shares0.29%2026-03-312026-04-21

DFSD DIMENSIONAL ETF TRUST46.6K shares-0.44%2026-03-312026-04-21

IVV ISHARES TR3.4K shares0.59%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC10.4K shares11.01%2026-03-312026-04-21

HYD VANECK ETF TRUST41.5K shares43.08%2026-03-312026-04-21

AGG ISHARES TR20.5K shares1.39%2026-03-312026-04-21

EPI WISDOMTREE TR49.4K shares-3.35%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR12.7K shares1.23%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.7K shares9.13%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-9.03%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR20.2K shares0.44%2026-03-312026-04-21

Sponsored

JMST J P MORGAN EXCHANGE TRADED F35.0K shares0.69%2026-03-312026-04-21

MSFT MICROSOFT CORP4.8K shares17.96%2026-03-312026-04-21

GBIL GOLDMAN SACHS ETF TR17.4K shares49.29%2026-03-312026-04-21

EFA ISHARES TR16.6K shares-1.92%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR14.6K shares-0.01%2026-03-312026-04-21

XOM EXXON MOBIL CORP8.9K shares15.82%2026-03-312026-04-21

TLT ISHARES TR17.3K shares0.63%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F25.4K shares-1.97%2026-03-312026-04-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS5.6K shares1.68%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS29.5K shares6.05%2026-03-312026-04-21

DFIS DIMENSIONAL ETF TRUST40.0K shares-1.20%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO4.4K shares4.78%2026-03-312026-04-21

IUSV ISHARES TR12.3K shares0.10%2026-03-312026-04-21

ORCL ORACLE CORP8.4K shares10.41%2026-03-312026-04-21

SPTL SPDR SERIES TRUST46.4K shares12.87%2026-03-312026-04-21

IXN ISHARES TR12.0K shares0.00%2026-03-312026-04-21

Sponsored

VOE VANGUARD INDEX FDS6.2K shares69.09%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR18.0K shares-2.24%2026-03-312026-04-21

BROADCOM INC BROADCOM INC3.5K shares4.60%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F19.8K shares-3.00%2026-03-312026-04-21

KLAC KLA CORP658 shares0.00%2026-03-312026-04-21

MMIT NEW YORK LIFE INVTS ACTIVE E40.0K shares0.00%2026-03-312026-04-21

IWM ISHARES TR3.8K shares-0.90%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR11.5K shares17.04%2026-03-312026-04-21

Sponsored

VGT VANGUARD WORLD FD1.3K shares4.35%2026-03-312026-04-21

SJNK SPDR SERIES TRUST36.6K shares11.14%2026-03-312026-04-21

HYG ISHARES TR11.4K shares-1.64%2026-03-312026-04-21

QCOM QUALCOMM INC7.0K shares21.48%2026-03-312026-04-21

JPIB J P MORGAN EXCHANGE TRADED F17.6K shares16.53%2026-03-312026-04-21

SPAB SPDR SERIES TRUST32.8K shares4.61%2026-03-312026-04-21

DFUV DIMENSIONAL ETF TRUST17.0K shares0.00%2026-03-312026-04-21

IYY ISHARES TR5.1K shares0.00%2026-03-312026-04-21

Sponsored

XLU SELECT SECTOR SPDR TR17.5K shares0.57%2026-03-312026-04-21

CAT CATERPILLAR INC1.1K shares25.84%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.7K shares8.14%2026-03-312026-04-21

MBB ISHARES TR7.9K shares5.26%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP1.1K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.7K shares0.61%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS9.0K shares-8.23%2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.7.2K shares93.78%2026-03-312026-04-21

IEF ISHARES TR7.2K shares1.01%2026-03-312026-04-21

V VISA INC2.2K shares18.95%2026-03-312026-04-21

AGZ ISHARES TR5.7K shares6.39%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS7.3K shares4.97%2026-03-312026-04-21

EME EMCOR GROUP INC798 shares2.05%2026-03-312026-04-21

PDBC INVESCO ACTVELY MNGD ETC FD33.3K shares10.09%2026-03-312026-04-21

ISCF ISHARES TR13.6K shares9.44%2026-03-312026-04-21

Sponsored

AMAT APPLIED MATLS INC1.6K shares2.20%2026-03-312026-04-21

SPMD SPDR SERIES TRUST9.4K shares-2.05%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F9.9K shares3.36%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION548 shares8.95%2026-03-312026-04-21

XMHQ INVESCO EXCHANGE TRADED FD T5.3K shares33.66%2026-03-312026-04-21

EFG ISHARES TR4.8K shares-9.31%2026-03-312026-04-21

TSLA TESLA INC1.4K shares-18.76%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.9K shares9.91%2026-03-312026-04-21

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares-9.63%2026-03-312026-04-21

VLO VALERO ENERGY CORP2.1K shares7.80%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST9.7K shares18.52%2026-03-312026-04-21

ABBV ABBVIE INC2.3K shares9.74%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC3.4K shares16.58%2026-03-312026-04-21

TJX TJX COS INC NEW3.1K shares0.33%2026-03-312026-04-21

VBR VANGUARD INDEX FDS2.2K shares-8.11%2026-03-312026-04-21

WFC WELLS FARGO & CO5.9K shares-2.12%2026-03-312026-04-21

Sponsored

VTEB VANGUARD MUN BD FDS9.3K shares6.47%2026-03-312026-04-21

LLY ELI LILLY & CO491 shares-0.20%2026-03-312026-04-21

SPYV SPDR SERIES TRUST7.8K shares2.20%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC103 shares5.10%2026-03-312026-04-21

MCK MCKESSON CORP490 shares11.11%2026-03-312026-04-21

IUS INVESCO EXCH TRD SLF IDX FD7.3K shares-11.58%2026-03-312026-04-21

USHY ISHARES TR11.4K shares0.64%2026-03-312026-04-21

HQY HEALTHEQUITY INC5.0K shares1.15%2026-03-312026-04-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.6K shares-0.82%2026-03-312026-04-21

VCR VANGUARD WORLD FD1.1K shares3.19%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR4.9K sharesnew addition2026-03-312026-04-21

EWJ ISHARES INC4.6K shares3.42%2026-03-312026-04-21

DFAI DIMENSIONAL ETF TRUST9.9K shares-3.15%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-3.32%2026-03-312026-04-21

VHT VANGUARD WORLD FD1.3K shares3.07%2026-03-312026-04-21

SPSM SPDR SERIES TRUST7.4K shares-16.12%2026-03-312026-04-21

Sponsored

GE AEROSPACE GE AEROSPACE1.2K shares5.41%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP1.3K shares17.29%2026-03-312026-04-21

TIP ISHARES TR3.1K shares33.21%2026-03-312026-04-21

CSCO CISCO SYS INC4.4K shares2.90%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-21

SPSB SPDR SERIES TRUST10.9K shares28.93%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO1.1K shares10.45%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND700 shares0.00%2026-03-312026-04-21

Sponsored

SDY SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-04-21

EMXC ISHARES INC4.0K shares-18.41%2026-03-312026-04-21

IYZ ISHARES TR8.0K shares0.00%2026-03-312026-04-21

SLYV SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-21

CRWV COREWEAVE INC4.0K shares22.67%2026-03-312026-04-21

T AT&T INC10.5K shares0.00%2026-03-312026-04-21

DFSV DIMENSIONAL ETF TRUST8.6K shares1.60%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF5.6K shares1.11%2026-03-312026-04-21

Sponsored

SPEM SPDR INDEX SHS FDS6.3K shares8.11%2026-03-312026-04-21

EVR EVERCORE INC979 shares0.00%2026-03-312026-04-21

NVS NOVARTIS AG1.8K shares-15.99%2026-03-312026-04-21

GRID FIRST TR EXCHANGE-TRADED FD1.7K shares-34.31%2026-03-312026-04-21

SHEL SHELL PLC2.9K shares-3.30%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR2.4K shares1.98%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC910 shares0.00%2026-03-312026-04-21

AMP AMERIPRISE FINL INC567 shares-11.68%2026-03-312026-04-21

Sponsored

UUP INVESCO DB US DLR INDEX TR8.9K sharesnew addition2026-03-312026-04-21

AIRR FIRST TR EXCHANGE TRADED FD2.2K shares-30.84%2026-03-312026-04-21

AMGN AMGEN INC666 shares0.00%2026-03-312026-04-21

AZO AUTOZONE INC69 shares9.52%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON952 sharesnew addition2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP678 shares0.00%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD2.5K shares-4.76%2026-03-312026-04-21

FLOT ISHARES TR4.5K shares7.12%2026-03-312026-04-21

Sponsored

GIS GENERAL MILLS INC6.0K sharesnew addition2026-03-312026-04-21

VV VANGUARD INDEX FDS750 shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC560 shares0.18%2026-03-312026-04-21

DBC INVESCO DB COMMDY INDX TRCK7.5K sharesnew addition2026-03-312026-04-21

MINT PIMCO ETF TR2.1K sharesnew addition2026-03-312026-04-21

FIX COMFORT SYS USA INC153 sharesnew addition2026-03-312026-04-21

CB CHUBB LTD SWITZ645 sharesnew addition2026-03-312026-04-21

ROST ROSS STORES INC960 sharesnew addition2026-03-312026-04-21

Sponsored

AVDE AMERICAN CENTY ETF TR2.4K sharesnew addition2026-03-312026-04-21

VODAFONE GROUP PLC VODAFONE GROUP PLC10.0K shares0.00%2026-03-312026-04-21

WMT

WALMART INC

-2.53%

Shares1.3M

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-0.44%

Shares32.4K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

5.35%

Shares68.8K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

1.85%

Shares119.3K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.45%

Shares42.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.69%

Shares19.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.45%

Shares20.2K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.88%

Shares14.4K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

0.39%

Shares61.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.14%

Shares13.2K

Event2026-03-31

Filed2026-04-21

VOX

VANGUARD WORLD FD

1.30%

Shares20.9K

Event2026-03-31

Filed2026-04-21

PSCT

INVESCO EXCH TRADED FD TR II

1.92%

Shares61.9K

Event2026-03-31

Filed2026-04-21

SCZ

ISHARES TR

1.91%

Shares43.5K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

1.28%

Shares65.8K

Event2026-03-31

Filed2026-04-21

JPIE

J P MORGAN EXCHANGE TRADED F

22.58%

Shares67.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-5.07%

Shares11.7K

Event2026-03-31

Filed2026-04-21

IWR

ISHARES TR

5.42%

Shares30.6K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

-1.85%

Shares41.1K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

4.40%

Shares26.9K

Event2026-03-31

Filed2026-04-21

DBO

INVESCO DB MULTI-SECTOR COMM

9.48%

Shares144.3K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

16.82%

Shares37.1K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

25.05%

Shares33.8K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1.64%

Shares4.4K

Event2026-03-31

Filed2026-04-21

SPTI

SPDR SERIES TRUST

3.07%

Shares91.0K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

-1.26%

Shares13.3K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-21

SUB

ISHARES TR

-1.94%

Shares22.2K

Event2026-03-31

Filed2026-04-21