Narus Financial Partners, LLC Portfolio Holdings

Narus Financial Partners, LLC

  • $93.9 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$514 Million 0.55% of portfolio
1,567
Q3 2025 Reduced 88.89%
$8.6B
$516 Million 0.55% of portfolio
5,441
Q3 2025 Reduced 9.26%
$266B
$512 Million 0.54% of portfolio
1,814
Q3 2025 Reduced 25.35%
$0
$506 Million 0.54% of portfolio
3,638
Q3 2025 Reduced 69.04%
$0
$504 Million 0.54% of portfolio
9,877
Q3 2025 Reduced 81.6%
$0
$494 Million 0.53% of portfolio
4,944
Q3 2025 Reduced 59.53%
$0
$492 Million 0.52% of portfolio
8,598
Q3 2025 Reduced 9.25%
$0
$478 Million 0.51% of portfolio
797
Q3 2025 Reduced 5.68%
$0
$476 Million 0.51% of portfolio
5,658
Q3 2025 Reduced 2.47%
$1.29T
$481 Million 0.51% of portfolio
1,081
Q3 2025 Reduced 26.06%
$533B
$479 Million 0.51% of portfolio
1,404
Q3 2025 Reduced 17.85%
$0
$441 Million 0.47% of portfolio
950
Q2 2025 Reduced 5.0%
$0
$420 Million 0.45% of portfolio
7,583
Q3 2025 Reduced 3.51%
$0
$416 Million 0.44% of portfolio
2,383
Q3 2025 Reduced 24.04%
$0
$410 Million 0.44% of portfolio
4,305
Q3 2025 Reduced 35.91%
$0
$400 Million 0.43% of portfolio
8,627
Q3 2025 Reduced 7.93%
$404B
$403 Million 0.43% of portfolio
436
Q3 2025 Reduced 3.33%
$0
$408 Million 0.43% of portfolio
5,204
Q3 2025 Reduced 53.77%
$881B
$395 Million 0.42% of portfolio
1,253
Q3 2025 Reduced 69.16%
$0
$383 Million 0.41% of portfolio
1,596
Q3 2025 Reduced 79.59%
$0
$388 Million 0.41% of portfolio
9,440
Q3 2025 Reduced 15.67%
$0
$374 Million 0.4% of portfolio
27,867
Q3 2025 Added 10.79%
$414B
$377 Million 0.4% of portfolio
1,629
Q3 2025 Reduced 19.36%
$0
$363 Million 0.39% of portfolio
4,166
Q3 2025 Reduced 53.39%
$0
$353 Million 0.38% of portfolio
13,080
Q3 2025 Reduced 69.52%
$0
$344 Million 0.37% of portfolio
514
Q3 2025 Reduced 83.55%
$0
$345 Million 0.37% of portfolio
3,284
Q3 2025 Added 23.83%
$317B
$331 Million 0.35% of portfolio
3,949
Q3 2025 Reduced 25.77%
$191B
$319 Million 0.34% of portfolio
59
Q3 2025 Reduced 18.06%
$0
$308 Million 0.33% of portfolio
4,557
Q3 2025 Reduced 9.85%
$0
$308 Million 0.33% of portfolio
2,041
Q3 2025 Added 30.25%
$151B
$307 Million 0.33% of portfolio
870
Q3 2025 Reduced 26.89%
$593B
$306 Million 0.33% of portfolio
1,087
Q3 2025 Reduced 84.84%
$51.1B
$294 Million 0.31% of portfolio
3,272
Q3 2025 Reduced 41.0%
$0
$288 Million 0.31% of portfolio
1,335
Q3 2025 Reduced 22.97%
$0
$288 Million 0.31% of portfolio
3,250
Q4 2019 Reduced 1.66%
$0
$288 Million 0.31% of portfolio
2,592
Q3 2025 Added 31.11%
$0
$281 Million 0.3% of portfolio
3,697
Q3 2025 Added 16.4%
$0
$279 Million 0.3% of portfolio
8,772
Q3 2025 Added 0.22%
$328B
$277 Million 0.29% of portfolio
921
Q3 2025 Reduced 16.73%
$291B
$271 Million 0.29% of portfolio
569
Q3 2025 Reduced 24.74%
$342B
$270 Million 0.29% of portfolio
1,481
Q3 2025 Reduced 25.69%
$0
$263 Million 0.28% of portfolio
8,686
Q3 2025 Reduced 21.14%
$49.1B
$264 Million 0.28% of portfolio
220
Q3 2025 Reduced 21.15%
$121B
$265 Million 0.28% of portfolio
343
Q3 2025 Reduced 19.86%
$0
$255 Million 0.27% of portfolio
5,455
Q3 2025 Reduced 3.13%
$971B
$253 Million 0.27% of portfolio
331
Q3 2025 New
$0
$256 Million 0.27% of portfolio
645
Q3 2025 Reduced 30.79%
Fidelity Wise Origin Bitcoin
-
$250 Million 0.27% of portfolio
-
Q2 2025 New

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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