Narus Financial Partners Q2 2026 Portfolio Activity: Strategic Shifts and Concentrations

Narus Financial Partners, Llc saw significant changes to its investment strategy during Q2 2026. The firm's holdings underwent notable adjustments, including additions and reductions across various sectors.

Strategic Acquisitions

In this quarter, Narus Financial Partners demonstrated active buying in several areas:

• Narus Financial Partners significantly increased its position in Vanguard Index Funds (VUG), adding 12,539 shares. This ETF focuses on communications services companies.
• The firm also boosted its holdings of PIMCO ETF TR (MINT) by acquiring all available 9,149 new shares during the quarter.
• Additionally, Narus purchased a substantial amount of American Century ETF Trust (AVDE), adding 8,409 shares to an existing position that now represents approximately $965,953 in value.

New Positions Entered

The investor established new positions or significantly expanded holdings with several previously unheld stocks:

• Narus Financial Partners initiated a position in Capital Group Dividend Value (CGDV), acquiring all 11,127 available shares.
• The firm also began investing in BlackRock ETF Trust II (BINC) and SPDR Series Trust (SPTI).
• Furthermore, Narus started holding PIMCO ETF TR (PYLD) and JPMorgan Exchange Traded Fund (JPIE), adding these to its portfolio.

Significant Reductions in Portfolio Weight

A major shift occurred as the investor substantially reduced two key holdings:

• Narus Financial Partners sold shares in Vanguard Index Funds (VO), reducing its stake by 306.29%. This was the most significant change to an existing position.
• The firm also decreased its allocation of NVIDIA Corporation (NVDA) and Apple Inc. (AAPL). Both positions saw a reduction exceeding 10% in their portfolio weight, with NVDA experiencing a -10.18% change percentage and AAPL a -11.22% change.

Continued Holdings Despite Share Changes

Despite the share changes observed for some holdings, certain stocks maintained their positions or saw minimal adjustments:

• Narus Financial Partners' position in Vanguard Balanced Fund (BND) grew by 26.53%, adding $9,836 worth of shares.
• The investor also increased its stake in INVESCO DB Multi-Sector Commodity ETF (DBO), raising the allocation by just under 9% (-8.97%).
• Other holdings like Vanguard Total Stock Market Index Fund (VTI) and Capital Group Dividend Value ETF (CGDV) saw increases, albeit smaller ones.

No Disclosures for Certain Activities

The available data does not provide information on all aspects of the portfolio's activity:

• There are no disclosures regarding specific large sell transactions by Narus Financial Partners.
• No data is provided to confirm if any other holdings were sold completely out of the portfolio.