Institutional Investor · CIK 0001698091
NARUS FINANCIAL PARTNERS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
176
Total Value
$384.41M
Total Shares
3.65M
Latest Filing
Jul 31, 2026
CIK
0001698091
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-31 | 1,337,289 | $151.46M | 0.0168% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 69,259 | $13.20M | 0.0106% | SH | — | View | |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 32,031 | $11.80M | 0.0091% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 120,118 | $8.56M | 0.0027% | SH | — | View | |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 38,370 | $7.68M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 78,625 | $6.33M | 0.0028% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 60,542 | $5.59M | 1.1540% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 14,176 | $5.25M | 0.0002% | SH | — | View | |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-31 | 17,935 | $5.19M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 21,329 | $3.92M | 0.0654% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 10,531 | $3.76M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 43,185 | $3.55M | 0.0274% | SH | — | View | |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 42,725 | $3.52M | 0.0227% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 31,478 | $3.47M | 0.0061% | SH | — | View | |
JPMorgan Income ETF(JPIE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 74,803 | $3.44M | 0.0642% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 46,908 | $3.44M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 63,372 | $3.40M | 0.0062% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,065 | $3.35M | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 29,172 | $3.14M | 0.0067% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 14,127 | $3.08M | 0.0012% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 4,076 | $3.00M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 98,954 | $2.81M | 0.0274% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 18,532 | $2.75M | 0.0025% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 29,904 | $2.63M | 0.0027% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 32,320 | $2.55M | 0.0049% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,718 | $2.55M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 3,317 | $2.48M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 21,774 | $2.32M | 0.0202% | SH | — | View | |
Invesco DB Oil Fund(DBO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 131,344 | $2.32M | 0.8116% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 47,509 | $2.27M | 0.0324% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,868 | $2.14M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,498 | $2.14M | 0.0053% | SH | — | View | |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-31 | 8,607 | $2.05M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 20,716 | $2.05M | 0.0015% | SH | — | View | |
KLA Corporation(KLA.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 6,593 | $1.99M | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 43,958 | $1.88M | 0.0890% | SH | — | View | |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 3,184 | $1.79M | 0.0001% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-31 | 3,184 | $1.79M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 33,965 | $1.73M | 0.0243% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 11,828 | $1.71M | 0.0189% | SH | — | View | |
Berkshire Hathaway Inc.(BRYN.DE) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 3,348 | $1.68M | 0.0002% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 4,467 | $1.67M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 15,925 | $1.65M | 0.0022% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 32,002 | $1.61M | 0.0040% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-31 | 5,704 | $1.60M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 13,572 | $1.59M | 0.0070% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 17,539 | $1.52M | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 14,755 | $1.48M | 0.0192% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 24,732 | $1.48M | 0.0009% | SH | — | View | |
iShares Gold Trust(IAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 19,239 | $1.45M | 0.0024% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,657 | $1.39M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 52,391 | $1.37M | 0.0125% | SH | — | View | |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 12,175 | $1.34M | 0.0050% | SH | — | View |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks | 2026-06-30 | 2026-07-31 | 3,978 | $1.30M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,324 | $1.25M | 0.0035% | SH | — | View | |
QUALCOMM Incorporated(QCI.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 6,707 | $1.24M | 0.0006% | SH | — | View |
Oracle Corporation(ORCL.SW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-31 | 8,360 | $1.23M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 14,199 | $1.22M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 3,804 | $1.14M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 11,279 | $1.14M | 0.0069% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-31 | 21,432 | $1.12M | 0.0068% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 8,179 | $1.12M | 0.0002% | SH | — | View |
Applied Materials, Inc.(AP2.DE) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-31 | 1,536 | $1.11M | 0.0002% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,031 | $1.10M | 0.0002% | SH | — | View |
Caterpillar Inc.(CAT.SW) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-31 | 1,031 | $1.10M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 42,938 | $1.05M | 0.0698% | SH | — | View | |
Broadcom Inc.(1YD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,762 | $1.04M | 0.0001% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 2,762 | $1.04M | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 12,366 | $1.03M | 0.0077% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 10,129 | $977.33K | 0.0035% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 10,829 | $965.95K | 0.0057% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 19,089 | $965.33K | 0.0024% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 16,671 | $917.07K | 0.0060% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 11,414 | $912.78K | 0.0053% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 35,765 | $912.71K | 0.0093% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 16,148 | $857.62K | 0.0025% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 4,500 | $820.26K | 0.0279% | SH | — | View | |
iShares MBS ETF(MBB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 8,401 | $794.06K | 0.0020% | SH | — | View |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-31 | 1,897 | $788.59K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 30,474 | $762.76K | 0.0155% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 16,631 | $754.07K | 0.0032% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-31 | 1 | $748.85K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 6,613 | $722.64K | 0.1285% | SH | — | View | |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-31 | 2,103 | $721.56K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 6,520 | $713.48K | 0.0047% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 7,528 | $711.92K | 0.0015% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-31 | 1,475 | $704.42K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 14,336 | $693.15K | 0.0325% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 15,807 | $684.28K | 0.1101% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 7,890 | $652.11K | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 9,367 | $632.84K | 0.0034% | SH | — | View | |
EMCOR Group, Inc.(EME) | Industrials | Engineering & Construction | 2026-06-30 | 2026-07-31 | 741 | $614.94K | 0.0017% | SH | — | View |
AbbVie Inc.(4AB.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-31 | 2,388 | $600.92K | 0.0001% | SH | — | View |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-31 | 3,599 | $596.58K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-31 | 7,488 | $583.39K | 0.0008% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 2,366 | $574.91K | 0.0009% | SH | — | View | |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-31 | 7,988 | $570.31K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-31 | 35,788 | $568.31K | 0.0118% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-31 | 5,034 | $568.25K | 0.0107% | SH | — | View | |
Northrop Grumman Corporation(NTH.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-31 | 1,099 | $559.73K | 0.0008% | SH | — | View |
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