1y return+17.3%S&P 500 +20.9%
3y return+72.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $170 against $165 in the S&P 500.2
Narus Financial Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WMTWalmart Inc | $151.5M | 38.9% | |
| XLKSelect Sector Spdr Tr | $13.2M | 3.4% | |
| GLDSpdr Gold Tr | $11.8M | 3.0% | −1.3% |
| VEAVanguard Tax-managed Fds | $8.6M | 2.2% | |
| NVDANvidia Corporation | $7.7M | 2.0% | −10.2% |
| VOVanguard Index Fds | $6.3M | 1.6% | +1.6% |
| PSCTInvesco Exch Traded Fd Tr II | $5.6M | 1.4% | −2.1% |
| VTIVanguard Index Fds | $5.2M | 1.3% | −1.7% |
| AAPLApple Inc | $5.2M | 1.3% | −11.2% |
| EFVIshares Tr | $4.6M | 1.2% | −3.0% |
| VOXVanguard World Fd | $3.9M | 1.0% | +2.0% |
| GOOGLAlphabet Inc | $3.8M | 1.0% | −20.1% |
| SCZIshares Tr | $3.6M | 0.9% | |
| Dimensional Etf TrustCUSIP 25434V500 | $3.5M | 0.9% | +3.8% |
| IWRIshares Tr | $3.5M | 0.9% | +2.9% |
| JPIEJ P Morgan Exchange Traded F | $3.4M | 0.9% | +10.7% |
| BNDVanguard Bd Index Fds | $3.4M | 0.9% | +26.5% |
| XLFSelect Sector Spdr Tr | $3.4M | 0.9% | −3.7% |
| VBVanguard Index Fds | $3.4M | 0.9% | −5.1% |
| MUBIshares Tr | $3.1M | 0.8% | +8.6% |
| VTVVanguard Index Fds | $3.1M | 0.8% | +6.5% |
| QQQInvesco Qqq Tr | $3.0M | 0.8% | |
| SPTISpdr Series Trust | $2.8M | 0.7% | +8.8% |
| IJRIshares Tr | $2.7M | 0.7% | +1.3% |
| SPYMSpdr Series Trust | $2.6M | 0.7% | +2.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2022 | +633.3% | $7.7M |
| GOOGLAlphabet Inc | March 31, 2022 | +157.0% | $3.8M |
| METAMeta Platforms Inc | March 31, 2022 | +153.3% | $1.8M |
| XLKSelect Sector Spdr Tr | March 31, 2022 | +139.8% | $13.2M |
| WMTWalmart Inc | March 31, 2022 | +128.2% | $151.5M |
| PSCTInvesco Exch Traded Fd Tr II | September 30, 2023 | +111.1% | $5.6M |
| GLDSpdr Gold Tr | March 31, 2022 | +103.9% | $11.8M |
| QQQInvesco Qqq Tr | March 31, 2022 | +103.1% | $3.0M |
| VOXVanguard World Fd | June 30, 2023 | +73.0% | $3.9M |
| IJRIshares Tr | September 30, 2022 | +70.1% | $2.7M |
Sold off last quarter
- JEPQJ P Morgan Exchange Traded F was $548K
- WFCWells Fargo & Co was $470K
- GRIDFirst Tr Exchange-traded Fd was $274K
- UUPInvesco Db Us Dlr Index Tr was $248K
- AZOAutozone Inc was $233K
- FLOTIshares Tr was $230K
- DBCInvesco Db Commdy Indx Trck was $217K
- Chubb Ltd SwitzCUSIP H1467J104 was $210K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.3% | +14.8% |
| March 31, 2026 | +4.3% | −4.6% |
| December 31, 2025 | +4.5% | +2.4% |
| September 30, 2025 | +6.3% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −2.6% | −4.6% |
| December 31, 2024 | +4.9% | +2.1% |
| September 30, 2024 | +10.6% | +5.4% |
| June 30, 2024 | +5.9% | +4.0% |
| March 31, 2024 | +9.3% | +10.0% |
| December 31, 2023 | +3.4% | +11.2% |
| September 30, 2023 | −0.6% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.1% | +7.1% |
| September 30, 2022 | −0.5% | −5.3% |
| June 30, 2022 | −15.0% | −16.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Narus Financial Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1698091&type=13F-HR&dateb=&owner=include&count=40CIK 1698091
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1698091/000169809126000004/Filed July 31, 2026 · accession 0001698091-26-000004