13F Filings History of Narus Financial Partners, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$362,991,891
Signature - Title
Michael W. Robinson - member, COO
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by Narus Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Narus Financial Partners, LLC reported 160 stock holdings with total value $362,991,891 as of Q4 2025. Top holdings included WMT, GLD, XLK, NVDA, and VEA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 160 $362,991,891 +$8,951,408 -$21,544,321 -$12,592,913 WMT, GLD, XLK, NVDA, VEA 13F-HR 09 Feb 2026, 11:03
Q3 2025 168 $365,505,543 +$29,385,282 -$4,586,793 +$24,798,489 WMT, GLD, XLK, NVDA, VEA Restatement 09 Feb 2026, 10:24
Q2 2025 157 $320,381,373 +$13,806,510 -$14,851,620 -$1,045,110 WMT, GLD, XLK, NVDA, VEA 13F-HR 14 Jul 2025, 12:40
Q1 2025 149 $294,016,280 +$15,940,873 -$10,212,667 +$5,728,206 WMT, GLD, VEA, XLK, DECK 13F-HR 30 Apr 2025, 14:52
Q4 2024 145 $295,683,507 +$22,400,531 -$19,371,056 +$3,029,475 WMT, GLD, XLK, VEA, VO 13F-HR 23 Jan 2025, 16:11
Q3 2024 149 $278,949,222 +$11,109,142 -$6,354,043 +$4,755,099 WMT, GLD, VEA, XLK, VO 13F-HR 18 Oct 2024, 13:09
Q2 2024 142 $248,118,526 +$11,950,135 -$8,589,041 +$3,361,094 WMT, XLK, VEA, GLD, AAPL 13F-HR 17 Jul 2024, 14:18
Q1 2024 142 $234,302,055 +$72,873,917 -$5,526,212 +$67,347,705 WMT, XLK, VEA, GLD, VTI 13F-HR 18 Apr 2024, 16:19
Q4 2023 135 $207,592,592 +$21,597,717 -$15,453,668 +$6,144,049 WMT, SCHWAB CHARLES FAMILY FD, VEA, JPST, GLD 13F-HR 25 Jan 2024, 11:49
Q3 2023 124 $194,932,224 +$4,733,800 -$2,227,377 +$2,506,423 WMT, JPST, GLD, VEA, XLK 13F-HR 30 Oct 2023, 11:47
Q2 2023 120 $193,515,378 +$7,044,487 -$6,504,945 +$539,542 WMT, JPST, GLD, AAPL, XLK 13F-HR 30 Aug 2023, 13:36
Q1 2023 111 $184,434,134 +$8,024,474 -$3,900,210 +$4,124,264 WMT, JPST, VTV, GLD, JMST 13F-HR 27 Jun 2023, 13:15
Q4 2022 114 $173,196,764 +$14,980,085 -$11,475,426 +$3,504,659 WMT, JPST, VTV, GLD, JMST 13F-HR 12 Oct 2023, 13:06
Q3 2022 110 $158,159,749 +$9,884,286 -$7,140,830 +$2,743,456 WMT, JPST, GLD, VTI, AAPL 13F-HR 12 Oct 2023, 13:01
Q2 2022 112 $156,986,435 +$20,250,309 -$15,169,375 +$5,080,934 WMT, JPST, MUB, GLD, DBO 13F-HR 12 Oct 2023, 12:55
Q1 2022 112 $178,765,765 $0 $0 $0 WMT, MUB, VB, XLK, AAPL 13F-HR 12 Sep 2023, 10:02
Q1 2021 107 $167,812,975 $0 $0 $0 WMT, MUB, VB, GLD, AAPL 13F-HR 07 Mar 2024, 15:38
Q4 2019 79 $142,763,347 +$6,688,115 -$2,830,175 +$3,857,940 WMT, MUB, VTI, GLD, TLT 13F-HR 14 May 2024, 10:31
Q3 2019 70 $136,253,554 +$2,331,350 -$2,242,890 +$88,460 WMT, MUB, VTI, GLD, TLT 13F-HR 14 May 2024, 10:25
Q2 2019 72 $129,275,315 $0 $0 $0 WMT, MUB, VTI, GLD, AGG 13F-HR 13 May 2024, 17:45
Q3 2017 81 $113,545,000 +$4,317,369 -$2,246,374 +$2,070,995 WMT, MUB, VTI, IVV, FLOT 13F-HR 14 Nov 2017, 17:46
Q2 2017 76 $107,796,000 +$2,205,180 -$1,644,417 +$560,763 WMT, VTI, MUB, IVV, FLOT Restatement 10 Jul 2017, 14:45
Q1 2017 74 $103,496,000 +$7,001,384 -$2,219,208 +$4,782,176 WMT, VTI, MUB, IVV, FLOT 13F-HR 20 Apr 2017, 16:31
Q4 2016 72 $94,860,000 $0 $0 $0 WMT, VTI, IVV, MUB, VCIT 13F-HR 15 Feb 2017, 16:38