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Semus Wealth Partners

Latest statistics and disclosures from Semus Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, IVV, GOOGL, MSFT, and represent 36.64% of Semus Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FSEP, ACWX, IVV, CORO, RDVI, BALI, GPIX, ROCY, GPIQ, ROCQ.
Started 9 new stock positions in SPCX, TM, ONDS, FSEP, TMO, ROCY, XOM, ROCQ, ACWX.
Reduced shares in these 10 stocks: FFEB, MTUM, META, PLTR, URI, MSFT, IEMG, , MELI, NVDA.
Sold out of its positions in BIT, DIS, ETJ, Exxon Mobil Corporation, RDVY, FFEB, MTUM, MS, PEP, UTG.
Semus Wealth Partners was a net buyer of stock by $4.2M.
Semus Wealth Partners has $220M in assets under management (AUM), dropping by 6.14%.
Central Index Key (CIK): 0001964775

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Portfolio Holdings for Semus Wealth Partners

Semus Wealth Partners holds 110 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	20.5	$45M		135k	333.02	View chart
NVIDIA Corporation (NVDA)	4.3	$9.4M	-2%	41k	228.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$9.1M	+7%	12k	765.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$8.6M	+5%	25k	344.08	View chart
Microsoft Corporation (MSFT)	3.7	$8.2M	-3%	16k	512.90	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$6.3M		18k	340.74	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	2.7	$6.0M	+8%	104k	57.98	View chart
Eli Lilly & Co. (LLY)	2.7	$5.8M	-2%	5.0k	1157.12	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	2.5	$5.5M	+9%	99k	55.83	View chart
Tesla Motors (TSLA)	2.4	$5.2M	+5%	15k	354.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$5.1M		84k	61.26	View chart
Amazon (AMZN)	2.3	$5.1M		21k	249.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$5.0M		6.6k	762.67	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.2	$4.8M	+12%	173k	27.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	2.2	$4.8M		83k	57.37	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$4.3M		77k	56.22	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	1.7	$3.7M	+16%	107k	34.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$3.5M	+6%	4.8k	739.76	View chart
Meta Platforms Cl A (META)	1.5	$3.2M	-11%	4.4k	725.18	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$2.7M	+7%	39k	69.26	View chart
Broadcom (AVGO)	1.1	$2.4M	+6%	6.9k	351.17	View chart
Johnson & Johnson (JNJ)	1.0	$2.2M	-2%	8.4k	264.73	View chart
Goldman Sachs (GS)	1.0	$2.2M	+21%	2.4k	900.26	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.0	$2.2M	-2%	22k	96.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$2.0M	+7%	14k	142.26	View chart
Netflix (NFLX)	0.8	$1.8M	+10%	26k	69.58	View chart
Mastercard Incorporated Cl A (MA)	0.8	$1.8M	-2%	3.2k	551.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.7M		51k	32.53	View chart
MercadoLibre (MELI)	0.7	$1.6M	-13%	950.00	1728.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$1.6M	+9%	7.0k	228.29	View chart
Micron Technology (MU)	0.7	$1.6M	+21%	1.5k	1065.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.7	$1.6M	NEW	27k	57.13	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$1.5M		32k	46.49	View chart
Palo Alto Networks (PANW)	0.6	$1.4M	+2%	3.5k	397.31	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.6	$1.3M		19k	69.17	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.6	$1.3M		32k	40.91	View chart
Oracle Corporation (ORCL)	0.6	$1.3M	-7%	9.3k	137.29	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.2M		3.7k	330.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$1.2M	+20%	655.00	1811.67	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.5	$1.2M	+96%	32k	36.35	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$1.1M	+30%	26k	44.09	View chart
Visa Com Cl A (V)	0.5	$1.1M	-3%	3.2k	359.31	View chart
Wal-Mart Stores (WMT)	0.5	$1.1M	+4%	11k	103.92	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$986k	-2%	11k	90.11	View chart
UnitedHealth (UNH)	0.4	$938k		2.6k	367.08	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.4	$889k	+49%	18k	48.96	View chart
Merck & Co (MRK)	0.4	$887k	-5%	6.1k	145.32	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$868k	NEW	12k	75.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$866k	-10%	1.7k	497.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$798k		6.7k	119.83	View chart
United Rentals (URI)	0.3	$750k	-34%	749.00	1001.43	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.3	$739k		5.4k	137.58	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$730k	-3%	16k	47.19	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$704k	-30%	8.7k	81.16	View chart
salesforce (CRM)	0.3	$679k	-11%	3.0k	229.60	View chart
Lockheed Martin Corporation (LMT)	0.3	$671k		1.3k	509.26	View chart
Advanced Micro Devices (AMD)	0.3	$663k	+4%	1.1k	611.76	View chart
McDonald's Corporation (MCD)	0.3	$640k		2.8k	230.91	View chart
Cisco Systems (CSCO)	0.3	$639k	+2%	5.9k	107.63	View chart
Procter & Gamble Company (PG)	0.3	$633k		4.4k	145.26	View chart
Abbvie (ABBV)	0.3	$631k		2.4k	261.59	View chart
Amgen (AMGN)	0.3	$622k		1.5k	421.39	View chart
Palantir Technologies Cl A (PLTR)	0.3	$621k	-39%	3.3k	187.06	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$602k		989.00	608.91	View chart
Coca-Cola Company (KO)	0.3	$592k		6.9k	86.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$590k	+6%	7.5k	79.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$583k		3.8k	155.18	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$550k		18k	31.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$547k		4.4k	125.68	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$543k	+10%	12k	43.98	View chart
Bank of America Corporation (BAC)	0.2	$527k	-8%	9.7k	54.43	View chart
J P Morgan Exchange Traded F Equity Prem Yeld (ROCY)	0.2	$469k	NEW	8.5k	55.03	View chart
J P Morgan Exchange Traded F Nasdaq Equity (ROCQ)	0.2	$465k	NEW	8.2k	56.58	View chart
Nextera Energy (NEE)	0.2	$455k		6.0k	75.74	View chart
International Business Machines (IBM)	0.2	$443k	+39%	2.0k	219.89	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$422k	+5%	8.9k	47.43	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$408k		5.0k	82.15	View chart
Costco Wholesale Corporation (COST)	0.2	$407k	+2%	447.00	910.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$384k		1.0k	380.84	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$380k		7.7k	49.11	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$379k		7.9k	48.14	View chart
Caterpillar (CAT)	0.2	$371k		458.00	810.74	View chart
Charles Schwab Corporation (SCHW)	0.2	$370k		3.8k	97.75	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$370k		528.00	700.69	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.2	$362k	+2%	39k	9.41	View chart
Ge Aerospace Com New (GE)	0.2	$359k	-5%	1.1k	312.24	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$338k		1.6k	216.08	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$324k	NEW	2.0k	162.76	View chart
Pfizer (PFE)	0.1	$323k	+2%	11k	28.52	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$320k	+4%	7.2k	44.78	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$315k	+16%	3.4k	92.17	View chart
American Express Company (AXP)	0.1	$315k	+62%	1.0k	304.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$310k	+7%	4.0k	78.10	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$305k	-9%	6.0k	51.12	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$276k	NEW	1.8k	150.86	View chart
Ge Vernova (GEV)	0.1	$275k	+43%	289.00	950.76	View chart
Thermo Fisher Scientific (TMO)	0.1	$258k	NEW	382.00	674.87	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$256k	+16%	8.6k	29.86	View chart
Lam Research Corp Com New (LRCX)	0.1	$255k	-5%	776.00	328.41	View chart
Citigroup Com New (C)	0.1	$251k		1.9k	129.51	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$249k	-5%	1.6k	152.07	View chart
Applied Materials (AMAT)	0.1	$233k	-4%	456.00	511.94	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$229k	-17%	502.00	456.19	View chart
Duke Energy Corp Com New (DUK)	0.1	$222k		2.0k	113.99	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$222k		4.4k	50.56	View chart
Servicenow (NOW)	0.1	$206k	-50%	1.5k	134.01	View chart
Toyota Motor Corp Ads (TM)	0.1	$201k	NEW	1.1k	183.10	View chart
Ford Motor Company (F)	0.1	$156k	+6%	13k	12.06	View chart
Uranium Energy (UEC)	0.0	$95k		10k	9.45	View chart
Ondas Com New (ONDS)	0.0	$88k	NEW	12k	7.33	View chart

Past Filings by Semus Wealth Partners

SEC 13F filings are viewable for Semus Wealth Partners going back to 2022

Semus Wealth Partners 2026 Q3 filed Oct. 22, 2026
Semus Wealth Partners 2026 Q2 filed Aug. 10, 2026
Semus Wealth Partners 2026 Q1 filed April 24, 2026
Semus Wealth Partners 2025 Q4 filed Jan. 27, 2026
Semus Wealth Partners 2025 Q3 filed Oct. 22, 2025
Semus Wealth Partners 2025 Q2 filed Aug. 11, 2025
Semus Wealth Partners 2025 Q1 filed May 7, 2025
Semus Wealth Partners 2024 Q4 filed Jan. 31, 2025
Semus Wealth Partners 2024 Q3 filed Nov. 7, 2024
Semus Wealth Partners 2024 Q2 filed July 31, 2024
Semus Wealth Partners 2024 Q1 filed May 7, 2024
Semus Wealth Partners 2023 Q4 filed Jan. 23, 2024
Semus Wealth Partners 2023 Q3 filed Oct. 31, 2023
Semus Wealth Partners 2023 Q2 filed Aug. 1, 2023
Semus Wealth Partners 2023 Q1 filed April 24, 2023
Semus Wealth Partners 2022 Q4 filed Feb. 8, 2023

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