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NARUS FINANCIAL PARTNERS, LLC 13F portfolio summary

NARUS FINANCIAL PARTNERS, LLC of NARUS FINANCIAL PARTNERS, LLC has 177 current stock holdings with a reported portfolio value of $389.3M. The portfolio 1 year return is +17.82%. Top holdings include WMT (38.90%), XLK (3.39%), GLD (3.03%), VEA (2.20%), NVDA (1.97%).

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NARUS FINANCIAL PARTNERS, LLC

NARUS FINANCIAL PARTNERS, LLC
Latest filing: 2026-06-30

NARUS FINANCIAL PARTNERS, LLC runs NARUS FINANCIAL PARTNERS, LLC and currently holds 177 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $389.31M. Their top holdings are WMT, XLK, GLD, VEA, NVDA. The top five represent 49.5% of reported portfolio weight. NARUS FINANCIAL PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NARUS FINANCIAL PARTNERS, LLC initiated 2 new positions. They added to 45 existing positions. They trimmed 51 positions. Their current best-performing preview position is AMAT with returns of +111.53%.

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Top 5 Holdings
WMT38.9%
XLK3.4%
GLD3.0%
VEA2.2%
NVDA2.0%
Top 5: 49.5%
Portfolio Returns
1 Year
+17.82%
#0/1000
3 Year
+73.32%
#0/1000
5 Year
+72.51%
#0/1000

Portfolio Value

$389.31M

Alpha Score

54.7

#0 of 1000

Holdings

177

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177 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
WMT
WALMART INC
38.90%$52.00$103.70+99.42%
Trimmed
-0.79%
XLK
SELECT SECTOR SPDR TR
3.39%$99.45$183.35+84.36%
Added
+0.68%
GLD
SPDR GOLD TR
3.03%$226.84$423.45+86.67%
Trimmed
-1.28%
VEA
VANGUARD TAX-MANAGED FDS
2.20%$48.26$73.43+52.16%
Added
+0.72%
NVDA
NVIDIA CORPORATION
1.97%$60.56$214.76+254.62%
Trimmed
-10.18%
VO
VANGUARD INDEX FDS
1.63%$61.45$82.98+35.03%
Added
+306.29%
PSCT
INVESCO EXCH TRADED FD TR II
1.44%$47.25$78.40+65.92%
Trimmed
-2.13%
VTI
VANGUARD INDEX FDS
1.35%$224.67$378.25+68.36%
Trimmed
-1.73%
AAPL
APPLE INC
1.33%$184.50$309.35+67.67%
Trimmed
-11.22%
EFV
ISHARES TR
1.17%$49.39$82.23+66.48%
Trimmed
-3.05%

Showing 1-10 of 177