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Disclosed positions
Narus Financial Partners, LLC: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- WALMART INC
- Ticker
- WMT
- Class
- COM
- Reported value
- $151,461,296
- Reported amount
- 1,337,289
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001698091-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| WALMART INC | WMT | COM | $151,461,296 | 1,337,289 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $13,195,277 | 69,259 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $11,799,580 | 32,031 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $8,558,392 | 120,118 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $7,677,541 | 38,370 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $6,334,845 | 78,625 | SH | None |
| INVESCO EXCH TRADED FD TR II | PSCT | S&P SMLCP INFO | $5,594,838 | 60,542 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,245,587 | 14,176 | SH | None |
| APPLE INC | AAPL | COM | $5,189,790 | 17,935 | SH | None |
| ISHARES TR | EFV | EAFE VALUE ETF | $4,560,276 | 59,573 | SH | None |
| VANGUARD WORLD FD | VOX | COMM SRVC ETF | $3,923,470 | 21,329 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,763,497 | 10,531 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $3,552,805 | 43,185 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $3,517,984 | 42,725 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $3,472,657 | 31,478 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $3,444,684 | 74,803 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,443,516 | 46,908 | SH | None |
| SELECT SECTOR SPDR TR | XLF | ST STR FINL ETF | $3,397,373 | 63,372 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $3,354,046 | 11,065 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $3,139,444 | 29,172 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $3,078,690 | 14,127 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $3,001,890 | 4,076 | SH | None |
| SPDR SERIES TRUST | SPTI | ST INTER ETF | $2,809,304 | 98,954 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $2,748,466 | 18,532 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $2,627,979 | 29,904 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $2,554,250 | 32,320 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,553,560 | 3,718 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $2,484,183 | 3,317 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $2,318,278 | 21,774 | SH | None |
| INVESCO DB MULTI-SECTOR COMM | DBO | OIL FD | $2,318,226 | 131,344 | SH | None |
| VANECK ETF TRUST | HYD | HIGH YLD MUNIETF | $2,304,042 | 44,730 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $2,268,555 | 47,509 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,141,736 | 2,868 | SH | None |
| SELECT SECTOR SPDR TR | XLV | ST STR CARE ETF | $2,141,582 | 13,498 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,051,348 | 8,607 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $2,050,470 | 20,716 | SH | None |
| KLA CORP | KLAC | COM NEW | $1,989,174 | 6,593 | SH | None |
| WISDOMTREE TR | EPI | INDIA ERNGS FD | $1,880,523 | 43,958 | SH | None |
| META PLATFORMS INC | META | CL A | $1,793,596 | 3,184 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $1,732,215 | 33,965 | SH | None |
| ISHARES TR | IXN | GLOBAL TECH ETF | $1,708,909 | 11,828 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,675,306 | 3,348 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,666,390 | 4,467 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $1,654,289 | 15,925 | SH | None |
| SPDR INDEX SHS FDS | SPDW | ST STR PO EX ETF | $1,612,598 | 32,002 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $1,604,052 | 5,704 | SH | None |
| SELECT SECTOR SPDR TR | XLY | ST STR DISCR ETF | $1,591,766 | 13,572 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,515,720 | 17,539 | SH | None |
| GOLDMAN SACHS ETF TR | GBIL | ACCES TREASURY | $1,477,861 | 14,755 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $1,476,223 | 24,732 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.