Narus Financial Partners, LLC

Q4 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$362,992
Net value change ($000)
-2,514 (-0.7%)
New positions
4
Sold out positions
12
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GLD 1,383 12.0%
GOOGL 915 28.5%
AAPL 354 7.0%
VEA 312 4.5%
CVX 310 148.3%
EFV 232 5.6%
CRWV 231 NEW
LLY 225 74.0%
AMGN 218 NEW
BLD 209 NEW
Top Reduces (Value $000, Stocks/ETFs)
DBO -1,304 -44.8%
DECK -1,258 -74.6%
ORCL -616 -29.3%
VTV -491 -16.1%
DOW -459 -100.0%
JMST -409 -18.8%
IBIT -404 -100.0%
OLED -287 -100.0%
FBTC -258 -100.0%
SIGI -252 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type