Narus Financial Partners, LLC holds a focused book of 177 stocks worth $389.3M as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Ishares Flex I A ETF-Usd Inc and trimmed Walmart Inc. Their largest long position is Walmart Inc at 39% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Narus Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +22.4%, a 7.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Narus Financial Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
57% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Narus Financial Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $531.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $148.1B |
| UBS Group AG | 80 / 80 | $145.9B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $114.0B |
| LPL Financial LLC | 80 / 80 | $107.6B |
| Cetera Investment Advisers | 80 / 80 | $28.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $20.8B |
| Rockefeller Capital Management L.P. | 80 / 80 | $20.1B |
Ranked by how many of Narus Financial Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc COM | $151.5M | 1.34M | 38.9% | ▼−0.8% Reduced · −11K sh | |
| 2 | Select Sector SPDR TR ST STR TECHN ETF | $13.2M | 69.3K | 3.4% | ▲+0.7% Added · +470 sh | |
| 3 | SPDR Gold TR GOLD SHS | $11.8M | 32.0K | 3.0% | ▼−1.3% Reduced · −414 sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.6M | 120.1K | 2.2% | ▲+0.7% Added · +857 sh | |
| 5 | Nvidia Corporation COM | $7.7M | 38.4K | 2.0% | ▼−10% Reduced · −4K sh | |
| 6 | Vanguard Index FDS MID CAP ETF | $6.3M | 78.6K | 1.6% | ▲+306% Added · +59K sh | |
| 7 | Invesco Exch Traded FD TR II S&P SMLCP INFO | $5.6M | 60.5K | 1.4% | ▼−2.1% Reduced · −1K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $5.2M | 14.2K | 1.3% | ▼−1.7% Reduced · −250 sh | |
| 9 | Apple Inc COM | $5.2M | 17.9K | 1.3% | ▼−11% Reduced · −2K sh | |
| 10 | Ishares TR EAFE VALUE ETF | $4.6M | 59.6K | 1.2% | ▼−3.0% Reduced · −2K sh | |
| 11 | Vanguard World FD COMM SRVC ETF | $3.9M | 21.3K | 1.0% | ▲+1.9% Added · +408 sh | |
| 12 | Alphabet Inc CAP STK CL A | $3.8M | 10.5K | 1.0% | ▼−20% Reduced · −3K sh | |
| 13 | Ishares TR EAFE SML CP ETF | $3.6M | 43.2K | 0.9% | ▼−0.8% Reduced · −332 sh | |
| 14 | Dimensional ETF Trust US SMALL CAP ETF | $3.5M | 42.7K | 0.9% | ▲+3.8% Added · +2K sh | |
| 15 | Ishares TR RUS MID CAP ETF | $3.5M | 31.5K | 0.9% | ▲+2.9% Added · +898 sh | |
| 16 | J P Morgan Exchange Traded F INCOME ETF | $3.4M | 74.8K | 0.9% | ▲+11% Added · +7K sh | |
| 17 | Vanguard BD Index FDS TOTAL BND MRKT | $3.4M | 46.9K | 0.9% | ▲+27% Added · +10K sh | |
| 18 | Select Sector SPDR TR ST STR FINL ETF | $3.4M | 63.4K | 0.9% | ▼−3.7% Reduced · −2K sh | |
| 19 | Vanguard Index FDS SMALL CP ETF | $3.4M | 11.1K | 0.9% | ▼−5.0% Reduced · −589 sh | |
| 20 | Ishares TR NATIONAL MUN ETF | $3.1M | 29.2K | 0.8% | ▲+8.6% Added · +2K sh | |
| 21 | Vanguard Index FDS VALUE ETF | $3.1M | 14.1K | 0.8% | ▲+6.5% Added · +863 sh | |
| 22 | Invesco QQQ TR UNIT SER 1 | $3.0M | 4.1K | 0.8% | ▼−0.7% Reduced · −28 sh | |
| 23 | SPDR Series Trust ST INTER ETF | $2.8M | 99.0K | 0.7% | ▲+8.8% Added · +8K sh | |
| 24 | Ishares TR CORE S&P SCP ETF | $2.7M | 18.5K | 0.7% | ▲+1.3% Added · +246 sh | |
| 25 | SPDR Series Trust ST STR P500ETF | $2.6M | 29.9K | 0.7% | ▲+2.1% Added · +607 sh | |
| 26 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $2.6M | 32.3K | 0.7% | ▼−4.3% Reduced · −1K sh | |
| 27 | Vanguard Index FDS S&P 500 ETF SHS | $2.6M | 3.7K | 0.7% | ▼−15% Reduced · −674 sh | |
| 28 | Ishares TR CORE S&P500 ETF | $2.5M | 3.3K | 0.6% | ▼−2.4% Reduced · −80 sh | |
| 29 | Ishares TR SHRT NAT MUN ETF | $2.3M | 21.8K | 0.6% | ▼−2.0% Reduced · −444 sh | |
| 30 | Invesco DB Multi-Sector Comm OIL FD | $2.3M | 131.3K | 0.6% | ▼−9.0% Reduced · −13K sh | |
| 31 | Vaneck ETF Trust HIGH YLD MUNIETF | $2.3M | 44.7K | 0.6% | ▲+7.7% Added · +3K sh | |
| 32 | Dimensional ETF Trust SHOR DUR FIX ETF | $2.3M | 47.5K | 0.6% | ▲+2.0% Added · +922 sh | |
| 33 | State STR SPDR S&P 500 ETF T TR UNIT | $2.1M | 2.9K | 0.6% | ▲+4.3% Added · +117 sh | |
| 34 | Select Sector SPDR TR ST STR CARE ETF | $2.1M | 13.5K | 0.6% | ▲+6.7% Added · +842 sh | |
| 35 | Amazon Com Inc COM | $2.1M | 8.6K | 0.5% | ▼−17% Reduced · −2K sh | |
| 36 | Ishares TR CORE US AGGBD ET | $2.1M | 20.7K | 0.5% | ▲+0.9% Added · +195 sh | |
| 37 | Kla Corp COM NEW | $2.0M | 6.6K | 0.5% | ▲10× Added · +6K sh | |
| 38 | Wisdomtree TR INDIA ERNGS FD | $1.9M | 44.0K | 0.5% | ▼−11% Reduced · −5K sh | |
| 39 | Meta Platforms Inc CL A | $1.8M | 3.2K | 0.5% | ▼−22% Reduced · −883 sh | |
| 40 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.7M | 34.0K | 0.4% | ▼−2.9% Reduced · −1K sh | |
| 41 | Ishares TR GLOBAL TECH ETF | $1.7M | 11.8K | 0.4% | ▼−1.7% Reduced · −200 sh | |
| 42 | Berkshire Hathaway Inc Del CL B NEW | $1.7M | 3.3K | 0.4% | ▼−11% Reduced · −394 sh | |
| 43 | Microsoft Corp COM | $1.7M | 4.5K | 0.4% | ▼−7.1% Reduced · −341 sh | |
| 44 | Ishares TR MSCI EAFE ETF | $1.7M | 15.9K | 0.4% | ▼−3.8% Reduced · −636 sh | |
| 45 | SPDR Index SHS FDS ST STR PO EX ETF | $1.6M | 32.0K | 0.4% | ▲+8.4% Added · +2K sh | |
| 46 | International Business Machs COM | $1.6M | 5.7K | 0.4% | ▲+1.4% Added · +76 sh | |
| 47 | Select Sector SPDR TR ST STR DISCR ETF | $1.6M | 13.6K | 0.4% | ▼−7.0% Reduced · −1K sh | |
| 48 | Ishares TR 20 YR TR BD ETF | $1.5M | 17.5K | 0.4% | ▲+1.3% Added · +217 sh | |
| 49 | Goldman Sachs ETF TR ACCES TREASURY | $1.5M | 14.8K | 0.4% | ▼−15% Reduced · −3K sh | |
| 50 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.5M | 24.7K | 0.4% | ▼−2.6% Reduced · −657 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 177 | $389.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 163 | $381.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 162 | $363.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Feb 9, 2026 | 171 | $365.5M | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 157 | $320.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 149 | $294.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 145 | $295.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.