Narus Financial Partners, LLC
Annual return '25
+28.8%
SPY '25
+17.7%
Alpha
+11.1ptsvs SPY
Invested
$381.6M
Holdings
163
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Q1 2026: Increased +890.0% (100.0k → 990.0k shares)
43.9%
02
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
3.7%
03
$ADBE
ADOBE INC
Q1 2026: New position (111.5k shares)
2.6%
04
$XLK
SELECT SECTOR SPDR TR
Q1 2026: New position (85.0k shares)
2.4%
05
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
2.0%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +35.6% (3.48M → 4.73M shares)
2.0%
07
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
1.5%
08
$AAPL
APPLE INC
Q1 2026: Exited (was 470.0k shares)
1.3%
09
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.2%
10
$EFV
ISHARES TR
Held since at least Q1 2024
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:23 UTC.