Narus Financial Partners, LLC - Portfolio overview

Narus Financial Partners, LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Technology.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 42.90%
2. GLD - SPDR GOLD TR, 3.57%
3. XLK - SELECT SECTOR SPDR TR, 2.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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