Narus Financial Partners, LLC
All 13F Filings
- Location
- Salt Lake City, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 362,992
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 298.5 K | 82.2% | 0 | 1.722 K | -1.722 K |
| ETFs | 62.48 K | 17.2% | 0 | 765 | -765 |
| Debt | 1.584 K | 0.4% | 0 | 31 | -31 |
| Other | 424 | 0.1% | 5 | 0 | 5 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
362,992
Holdings
160
QoQ value change ($000)
-2,514
(-0.7%)
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.