Narus Financial Partners, LLC

All 13F Filings

Location
Salt Lake City, UT
Most recent 13F
Q2 2026
Holdings value ($000)
389,312
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 177 389,312 13F-HR Narus Financial Partners, LLC
Q1 2026 4/21/2026 162 381,595 13F-HR Narus Financial Partners, LLC
Q4 2025 2/9/2026 160 362,992 13F-HR Narus Financial Partners, LLC
Q3 2025 2/9/2026 168 365,506 13F-HR/A - RESTATEMENT Narus Financial Partners, LLC
Q3 2025 12/29/2025 115 93,945 13F-HR Narus Financial Partners, LLC
Q2 2025 7/14/2025 157 320,381 13F-HR Narus Financial Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 210.8 K 54.1% 0 10.89 K -10.89 K
ETFs 177.3 K 45.5% 18.88 K 0 18.88 K
Debt 1.306 K 0.3% 0 262 -262
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
389,312
Holdings
177
QoQ value change ($000)
7,717 (2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.