Narus Financial Partners
Narus Financial Partners reported 172 stocks worth $377M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are WMT (36.8%), XLK (3.6%) and GLD (3.2%). Compared with Q2 2026, the fund opened new positions in SPCX and XOM, added to VOX, BND and DBO, trimmed WMT, XLK and GLD and sold out of XOM, TRV and IUS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WMT Walmart Inc | $139M | 36.8% | 1.3M | −1,465 (−0%) | 8 of 8 | |
| 2 |  XLK Select Sector Spdr TR | $13.5M | 3.6% | 69K | −239 (−0%) | 8 of 8 | |
| 3 |  GLD Spdr Gold TR | $12M | 3.2% | 32K | −505 (−2%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $8.6M | 2.3% | 38K | −521 (−1%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $8.4M | 2.2% | 120K | −497 (−0%) | 8 of 8 | |
| 6 |  VO Vanguard Index Fds | $6.2M | 1.6% | 78K | −164 (−0%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $5.6M | 1.5% | 17K | −1,094 (−6%) | 8 of 8 | |
| 8 |  VTI Vanguard Total Stock Market ETF | $5.3M | 1.4% | 14K | −97 (−1%) | 8 of 8 | |
| 9 |  PSCT Invesco S&P Smallcap Information Technology ETF | $4.7M | 1.3% | 59K | −1,928 (−3%) | 8 of 8 | |
| 10 |  EFV Ishares TR | $4.7M | 1.3% | 59K | −119 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.1M | 8,179 |
DIMENSIONAL ETF TRUST | $356K | 9,169 |
 TRV Travelers Cos Inc | $284K | 859 |
 IUS Invesco Rafi Strategic US ETF | $282K | 4,296 |
 FIX Comfort Sys USA Inc | $254K | 128 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Narus Financial Partners 13F FAQ
What does Narus Financial Partners own?
Narus Financial Partners reported 172 stocks worth $377M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are WMT (36.8%), XLK (3.6%) and GLD (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Narus Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 56 added to, 83 trimmed and 13 sold out. New positions include SPCX and XOM. It sold all of XOM, TRV and IUS.
When will Narus Financial Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Narus Financial Partners's portfolio worth?
The Q3 2026 filing reports $377M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.