Narus Financial Partners, LLC

13F filer, CIK 1698091, SALT LAKE CITY, UT

Narus Financial Partners, LLC reported $278,949,222 across 149 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-18. Its ten largest share positions make up 56.48% of the portfolio.

Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001698091-24-000009

Period: 2024-09-30
Reported value: $279M
Holdings: 149
Top 10 weight: 56.48%
New: 14
Sold out: 7

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JPIEadded	+13,731	$637K
DFSDadded	+11,609	$554K
TLTnew	+4,642	$455K
VOadded	+1,715	$452K
BNDadded	+4,918	$369K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SCHWAB CHARLES FAMILY FDreduced	-1,233,000	-$1.23M
HIGHreduced	-21,429	-$502K
XLKreduced	-1,924	-$434K
IXNreduced	-3,050	-$252K
VLOexited	-1,525	-$239K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001698091-24-000009, largest first. % of portfolio is the value over $278,949,222, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
WMTWALMART INC	1,479,426	$119M	42.83%	-1,235	Timeline
GLDSPDR GOLD TR	20,233	$4.92M	1.76%	-164	Timeline
VEAVANGUARD TAX-MANAGED FDS	89,865	$4.75M	1.7%	-1,331	Timeline
XLKSELECT SECTOR SPDR TR	20,307	$4.58M	1.64%	-1,924	Timeline
VOVANGUARD INDEX FDS	16,958	$4.47M	1.6%	+1,715	Timeline
AAPLAPPLE INC	17,536	$4.09M	1.46%	-482	Timeline
BNDVANGUARD BD INDEX FDS	53,646	$4.03M	1.44%	+4,918	Timeline
VTIVANGUARD INDEX FDS	14,117	$4M	1.43%	-45	Timeline
NVDANVIDIA CORPORATION	30,216	$3.67M	1.32%	+154	Timeline
VBVANGUARD INDEX FDS	15,153	$3.59M	1.29%	+1,104	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	68,545	$3.48M	1.25%	-4,380	Timeline
SCZISHARES TR	46,957	$3.18M	1.14%	+3,451	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	61,078	$3.11M	1.12%	+394	Timeline
SPTISPDR SERIES TRUST	100,977	$2.93M	1.05%	+4,775	Timeline
PSCTINVESCO EXCH TRADED FD TR II	61,137	$2.93M	1.05%	+5,191	Timeline
VCSHVANGUARD SCOTTSDALE FDS	35,043	$2.78M	1%	-2,180	Timeline
EFVISHARES TR	48,261	$2.78M	1%	+1,030	Timeline
IJRISHARES TR	23,687	$2.77M	0.99%	+2,906	Timeline
DFASDIMENSIONAL ETF TRUST	40,403	$2.62M	0.94%	+1,236	Timeline
VTVVANGUARD INDEX FDS	13,596	$2.37M	0.85%	+949	Timeline
DBOINVESCO DB MULTI-SECTOR COMM	167,496	$2.34M	0.84%	+5,315	Timeline
VOOVANGUARD INDEX FDS	4,165	$2.2M	0.79%	+174	Timeline
SUBISHARES TR	19,928	$2.12M	0.76%	+2,838	Timeline
VOXVANGUARD WORLD FD	14,472	$2.1M	0.75%	+1,353	Timeline
EPIWISDOMTREE TR	39,408	$1.99M	0.71%	+5,551	Timeline
SCHWAB CHARLES FAMILY FDSCHWAB CHARLES FAMILY FD	1,986,885	$1.99M	0.71%	-1,233,000
XLFSELECT SECTOR SPDR TR	43,015	$1.95M	0.7%	+4,582	Timeline
XLYSELECT SECTOR SPDR TR	9,565	$1.92M	0.69%	+759	Timeline
MMITNYLIM ACTIVE ETF TR	76,710	$1.89M	0.68%	0	Timeline
IVVISHARES TR	3,230	$1.86M	0.67%	+51	Timeline
MUBISHARES TR	16,416	$1.78M	0.64%	+2,220	Timeline
GBILGOLDMAN SACHS ETF TR	17,682	$1.77M	0.64%	-319	Timeline
METAMETA PLATFORMS INC	3,069	$1.76M	0.63%	-180	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	37,825	$1.75M	0.63%	+13,731	Timeline
SPYMSPDR SERIES TRUST	25,306	$1.71M	0.61%	+351	Timeline
AGGISHARES TR	16,854	$1.71M	0.61%	+721	Timeline
DFSDDIMENSIONAL ETF TRUST	35,406	$1.69M	0.61%	+11,609	Timeline
GOOGLALPHABET INC	9,605	$1.59M	0.57%	+20	Timeline
ORCLORACLE CORP	8,660	$1.48M	0.53%	-335	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,533	$1.45M	0.52%	-57	Timeline
BSVVANGUARD BD INDEX FDS	17,231	$1.36M	0.49%	+205	Timeline
EFAISHARES TR	15,756	$1.32M	0.47%	-330	Timeline
IEFISHARES TR	13,235	$1.3M	0.47%	+1,269	Timeline
XLVSELECT SECTOR SPDR TR	8,007	$1.23M	0.44%	+353	Timeline
IUSVISHARES TR	12,845	$1.23M	0.44%	+19	Timeline
AMZNAMAZON COM INC	6,550	$1.22M	0.44%	-131	Timeline
IWMISHARES TR	5,363	$1.18M	0.42%	+1,158	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,470	$1.14M	0.41%	-57	Timeline
XLESELECT SECTOR SPDR TR	12,915	$1.13M	0.41%	-24	Timeline
VWOVANGUARD INTL EQUITY INDEX F	23,546	$1.13M	0.4%	+189	Timeline
MSFTMICROSOFT CORP	2,535	$1.09M	0.39%	-63	Timeline
SPTLSPDR SERIES TRUST	36,613	$1.06M	0.38%	+6,011	Timeline
IXNISHARES TR	12,053	$995K	0.36%	-3,050	Timeline
HIGHSIMPLIFY EXCHANGE TRADED FUN	41,807	$980K	0.35%	-21,429	Timeline
SPDWSPDR INDEX SHS FDS	26,069	$979K	0.35%	-471	Timeline
HYGISHARES TR	12,184	$978K	0.35%	+576	Timeline
HYDVANECK ETF TRUST	17,030	$904K	0.32%	0	Timeline
IAUISHARES GOLD TR	18,153	$902K	0.32%	-414	Timeline
JPMJPMORGAN CHASE & CO	4,182	$882K	0.32%	-1,046	Timeline
IYYISHARES TR	5,176	$723K	0.26%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	16,807	$701K	0.25%	-365	Timeline
QCOMQUALCOMM INC	4,051	$689K	0.25%	+365	Timeline
XLPSELECT SECTOR SPDR TR	7,992	$663K	0.24%	+672	Timeline
XLISELECT SECTOR SPDR TR	4,851	$657K	0.24%	-340	Timeline
VOEVANGUARD INDEX FDS	3,758	$630K	0.23%	-189	Timeline
IWRISHARES TR	6,938	$612K	0.22%	+192	Timeline
VTEBVANGUARD MUN BD FDS	11,950	$611K	0.22%	0	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	12,158	$592K	0.21%	+2,064	Timeline
SPABSPDR SERIES TRUST	22,358	$584K	0.21%	+2,617	Timeline
NOCNORTHROP GRUMMAN CORP	1,099	$580K	0.21%	0	Timeline
DIASTATE STR SPDR DOW JONES IND	1,315	$556K	0.2%	-20	Timeline
XLUSELECT SECTOR SPDR TR	6,846	$553K	0.2%	+1,014	Timeline
MBBISHARES TR	5,743	$550K	0.2%	+211	Timeline
HQYHEALTHEQUITY INC	6,533	$535K	0.19%	+7	Timeline
DFAIDIMENSIONAL ETF TRUST	16,600	$528K	0.19%	+1,025	Timeline
VGTVANGUARD WORLD FD	896	$526K	0.19%	+33	Timeline
KLACKLA CORP	658	$510K	0.18%	0	Timeline
PATHUIPATH INC	39,000	$499K	0.18%	-5,000	Timeline
CITHE CIGNA GROUP	1,423	$493K	0.18%	-4	Timeline
VUGVANGUARD INDEX FDS	1,272	$488K	0.18%	+190	Timeline
VBRVANGUARD INDEX FDS	2,374	$477K	0.17%	-15	Timeline
ABBVABBVIE INC	2,408	$476K	0.17%	+187	Timeline
SPSMSPDR SERIES TRUST	10,268	$467K	0.17%	+253	Timeline
EMEEMCOR GROUP INC	1,082	$466K	0.17%	0	Timeline
MUSAMURPHY USA INC	935	$461K	0.17%	-46	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,063	$456K	0.16%	+77	Timeline
TLTISHARES TR	4,642	$455K	0.16%	new	Timeline
SPSBSPDR SERIES TRUST	14,631	$443K	0.16%	-360	Timeline
ISCFISHARES TR	12,485	$440K	0.16%	+2,491	Timeline
AGZISHARES TR	3,971	$438K	0.16%	-4	Timeline
SJNKSPDR SERIES TRUST	16,768	$432K	0.15%	+1,585	Timeline
GDGENERAL DYNAMICS CORP	1,423	$430K	0.15%	-180	Timeline
UNHUNITEDHEALTH GROUP INC	722	$422K	0.15%	0	Timeline
QQQINVESCO QQQ TR	856	$418K	0.15%	0	Timeline
BILSPDR SERIES TRUST	4,500	$413K	0.15%	-700	Timeline
SPMDSPDR SERIES TRUST	7,504	$410K	0.15%	+358	Timeline
TGTTARGET CORP	2,587	$403K	0.14%	+20	Timeline
VCITVANGUARD SCOTTSDALE FDS	4,619	$387K	0.14%	-29	Timeline
AVGOBROADCOM INC	2,220	$383K	0.14%	+2,002	Timeline
KIESPDR SERIES TRUST	6,650	$377K	0.14%	+50	Timeline
COSTCOSTCO WHOLESALE CORPORATION	425	$377K	0.14%	+10	Timeline
DFIVDIMENSIONAL ETF TRUST	9,770	$372K	0.13%	-17	Timeline
USHYISHARES TR	9,845	$371K	0.13%	-5,982	Timeline
SPYVSPDR SERIES TRUST	6,915	$366K	0.13%	-331	Timeline
FLOTISHARES TR	7,053	$360K	0.13%	+1,526	Timeline
ADBEADOBE INC	677	$351K	0.13%	-15	Timeline
IBITISHARES BITCOIN TRUST ETF	9,633	$348K	0.12%	+1,699	Timeline
NTAPNETAPP INC	2,653	$328K	0.12%	+553	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,654	$328K	0.12%	-68	Timeline
SFMSPROUTS FMRS MKT INC	2,953	$326K	0.12%	-524	Timeline
TSLATESLA INC	1,232	$322K	0.12%	-227	Timeline
SDYSPDR SERIES TRUST	2,200	$312K	0.11%	0	Timeline
TJXTJX COS INC NEW	2,645	$311K	0.11%	0	Timeline
PYPLPAYPAL HLDGS INC	3,853	$301K	0.11%	-535	Timeline
DFSVDIMENSIONAL ETF TRUST	9,732	$300K	0.11%	+1,019	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	22,002	$295K	0.11%	+11,088	Timeline
VVISA INC	1,070	$294K	0.11%	+157	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,044	$293K	0.1%	new	Timeline
SPEMSPDR INDEX SHS FDS	7,004	$289K	0.1%	-70	Timeline
SIGISELECTIVE INS GROUP INC	3,088	$288K	0.1%	-224	Timeline
SLYVSPDR SERIES TRUST	3,250	$282K	0.1%	0	Timeline
PSCDINVESCO EXCH TRADED FD TR II	2,544	$282K	0.1%	+23	Timeline
AMPAMERIPRISE FINL INC	593	$279K	0.1%	+114	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	2,575	$264K	0.09%	new	Timeline
NVSNOVARTIS AG	2,296	$264K	0.09%	new	Timeline
MSTRSTRATEGY INC	1,560	$263K	0.09%	new	Timeline
DEMWISDOMTREE TR	5,942	$262K	0.09%	-900	Timeline
HDHOME DEPOT INC	630	$255K	0.09%	0	Timeline
EVREVERCORE INC	999	$253K	0.09%	0	Timeline
XOMEXXON MOBIL CORP	2,141	$251K	0.09%	-245	Timeline
PVHPVH CORPORATION	2,480	$250K	0.09%	-320	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	4,500	$247K	0.09%	new	Timeline
EMXCISHARES INC	4,000	$244K	0.09%	new	Timeline
AMATAPPLIED MATLS INC	1,179	$238K	0.09%	+314	Timeline
VGSHVANGUARD SCOTTSDALE FDS	4,000	$236K	0.08%	0	Timeline
GEGE AEROSPACE	1,251	$236K	0.08%	new	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	2,564	$233K	0.08%	-75	Timeline
AMGNAMGEN INC	716	$231K	0.08%	0	Timeline
WFCWELLS FARGO & CO	4,000	$226K	0.08%	-2,024	Timeline
AXPAMERICAN EXPRESS CO	833	$226K	0.08%	-100	Timeline
XLCSELECT SECTOR SPDR TR	2,450	$221K	0.08%	-347	Timeline
COPCONOCOPHILLIPS	2,089	$220K	0.08%	-248	Timeline
LOWLOWES COS INC	788	$213K	0.08%	new	Timeline
TRVTRAVELERS COMPANIES INC	910	$213K	0.08%	new	Timeline
VHTVANGUARD WORLD FD	737	$208K	0.07%	new	Timeline
VOTVANGUARD INDEX FDS	854	$208K	0.07%	new	Timeline
BLDTOPBUILD COR	502	$204K	0.07%	new	Timeline
PGRPROGRESSIVE CORP	800	$203K	0.07%	new	Timeline
GOOGALPHABET INC	1,200	$201K	0.07%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VLOVALERO ENERGY CORP	1,525	$239K	shares
NVONOVO-NORDISK A S	1,600	$228K	shares
MPCMARATHON PETE CORP	1,291	$224K	shares
COMDIREXION SHARES ETF TRUST	7,535	$218K	shares
MTBASIMPLIFY EXCHANGE TRADED FUN	4,213	$212K	shares
MCKMCKESSON CORP	359	$210K	shares
AKAMAKAMAI TECHNOLOGIES INC	2,238	$202K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001698091-24-000009	base		2024-10-18	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC