Narus Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$381,595
Net value change ($000)
+18,603 (5.1%)
New positions
10
Sold out positions
8
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
WMT 13,444 8.7%
DBO 1,230 76.5%
GLD 1,046 8.1%
HYD 598 40.3%
XOM 583 63.3%
GBIL 578 49.7%
JPIE 561 22.0%
VCSH 524 24.3%
VOE 490 75.7%
AVEM 393 NEW
Top Reduces (Value $000, Stocks/ETFs)
ADBE -443 -100.0%
DECK -428 -100.0%
NVDA -403 -5.1%
CIBR -352 -100.0%
EPI -350 -14.8%
GOOGL -341 -8.3%
XLF -310 -8.7%
AAPL -287 -5.3%
IBM -275 -16.8%
SPY -273 -13.2%
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