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Manager record

Narus Financial Partners, LLC

Salt Lake City, UT · CIK 1698091 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$389.31MReported 13F valueQ2 2026 · as filed
177Holdings listed
+2.0%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $320.4M$320.4MQ2 2025157 holdingsQ3 2025: $365.5M$365.5MQ3 2025171 holdingsQ4 2025: $363.0M$363.0MQ4 2025162 holdingsQ1 2026: $381.6M$381.6MQ1 2026163 holdingsQ2 2026: $389.3M$389.3MQ2 2026177 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$389.31M · 177 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$381.59M · 163 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$362.99M · 162 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR/A · period Q3 2025

$365.51M · 171 holdings listed · amendment (restatement) · View original SEC filing ↗
Dec 29 2025 13F-HR · period Q3 2025

$93.95M · 117 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$320.38M · 157 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology