Narus Financial Partners, LLC has filed its 13F form on December 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $93.9 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $4.49B, Vanguard Mid Cap ETF with a value of $3.45B, Vanguard Ftse Developed Market with a value of $3.07B, Nvidia Corp with a value of $3.08B, and Apple Inc. with a value of $2.68B.

Examining the 13F form we can see an decrease of $226B in the current position value, from $320B to 93.9B.

Narus Financial Partners, LLC is based out at Salt Lake City, UT

Below you can find more details about Narus Financial Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93.9 Billion
ETFs: $68.2 Billion
Technology: $10 Billion
Communication Services: $3.22 Billion
Consumer Defensive: $2.84 Billion
Consumer Cyclical: $2.4 Billion
Financial Services: $2.22 Billion
Healthcare: $1.86 Billion
Industrials: $549 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $93.9 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 95 stocks
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