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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, GOOGL, MSFT, IVV, and represent 34.04% of Semus Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: MSFT, FFEB, EFG, TSLA, MELI, IDEF, META, URI, PLTR, BLCR.
Started 8 new stock positions in EFG, BLCR, UNP, FFEB, F, TSM, PLTR, IDEF.
Reduced shares in these 10 stocks: FJUL, OEF, ASML, BWXT, ITA, AAPL, KKR, CVNA, BA, MS.
Sold out of its positions in BWXT, BA, CVNA, FJUL, OEF, ITA, KKR, MS, VST.
Semus Wealth Partners was a net buyer of stock by $4.0M.
Semus Wealth Partners has $179M in assets under management (AUM), dropping by -3.58%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	19.4	$35M		137k	253.79	View chart
NVIDIA Corporation (NVDA)	4.2	$7.5M	-2%	43k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$6.8M	+5%	24k	287.55	View chart
Microsoft Corporation (MSFT)	3.5	$6.3M	+33%	17k	370.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$5.6M	+7%	8.6k	653.19	View chart
Alphabet Cap Stk Cl C (GOOG)	3.0	$5.3M		19k	286.87	View chart
Tesla Motors (TSLA)	2.9	$5.2M	+13%	14k	371.75	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.5	$4.5M	+2%	81k	55.52	View chart
Amazon Call Option (AMZN)	2.5	$4.5M	+2%	21k	208.27	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	2.5	$4.4M	+3%	89k	49.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.4	$4.3M		6.6k	650.37	View chart
Eli Lilly & Co. (LLY)	2.4	$4.3M	+5%	4.7k	919.68	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	2.4	$4.2M	+3%	84k	50.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.3	$4.2M	+2%	74k	56.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	2.3	$4.2M	-2%	81k	51.78	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.1	$3.8M	+2%	147k	25.55	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	1.5	$2.7M	+2%	86k	30.81	View chart
Meta Platforms Cl A (META)	1.4	$2.6M	+21%	4.5k	572.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$2.4M		4.2k	577.20	View chart
Netflix (NFLX)	1.2	$2.1M	+10%	22k	96.15	View chart
Johnson & Johnson (JNJ)	1.2	$2.1M		8.6k	244.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.1	$2.0M	-8%	35k	58.18	View chart
Broadcom (AVGO)	1.1	$2.0M	+6%	6.4k	309.50	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.1	$2.0M		23k	84.52	View chart
MercadoLibre (MELI)	1.0	$1.8M	+40%	1.0k	1729.02	View chart
Goldman Sachs (GS)	1.0	$1.8M	-3%	2.1k	846.13	View chart
Mastercard Incorporated Cl A (MA)	0.9	$1.7M		3.3k	499.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$1.6M		51k	30.68	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$1.6M	-5%	7.4k	211.16	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.8	$1.5M		33k	46.13	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.8	$1.4M		32k	44.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.8	$1.4M	NEW	25k	55.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.4M	+4%	12k	113.11	View chart
Wal-Mart Stores (WMT)	0.7	$1.3M		10k	124.28	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$1.2M	-12%	18k	69.75	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.7	$1.2M		19k	63.91	View chart
Oracle Corporation (ORCL)	0.7	$1.2M	+26%	8.2k	147.11	View chart
United Rentals (URI)	0.7	$1.2M	+57%	1.6k	728.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$1.1M	-3%	15k	74.35	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.1M	+2%	3.7k	294.17	View chart
Visa Com Cl A (V)	0.6	$1.0M		3.4k	302.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$929k	+2%	1.9k	479.20	View chart
McDonald's Corporation (MCD)	0.5	$886k		2.8k	310.84	View chart
UnitedHealth (UNH)	0.5	$850k		3.1k	270.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$795k		1.8k	436.77	View chart
Merck & Co (MRK)	0.4	$783k		6.5k	120.29	View chart
Lockheed Martin Corporation (LMT)	0.4	$759k	-13%	1.3k	604.60	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$697k	-4%	3.6k	191.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$667k	NEW	6.0k	111.37	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.4	$656k	+3%	5.6k	117.19	View chart
Procter & Gamble Company (PG)	0.4	$643k		4.5k	144.44	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$613k	+3%	19k	32.95	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$594k		13k	46.19	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$590k	+4%	16k	36.22	View chart
Bank of America Corporation (BAC)	0.3	$565k	-4%	12k	48.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$563k	+8%	2.3k	239.99	View chart
Nextera Energy (NEE)	0.3	$561k		6.0k	92.87	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$552k		3.7k	148.10	View chart
Abbvie (ABBV)	0.3	$544k		2.5k	217.48	View chart
Coca-Cola Company (KO)	0.3	$539k		7.1k	76.05	View chart
Amgen (AMGN)	0.3	$513k		1.5k	351.76	View chart
Palo Alto Networks (PANW)	0.3	$504k	+14%	3.1k	160.32	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$477k	NEW	15k	32.72	View chart
salesforce (CRM)	0.3	$458k	+14%	2.5k	186.68	View chart
Cisco Systems (CSCO)	0.3	$449k		5.8k	77.60	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$449k	-46%	340.00	1320.83	View chart
Exxon Mobil Corporation (XOM)	0.2	$444k	-12%	2.6k	169.68	View chart
Costco Wholesale Corporation (COST)	0.2	$439k		440.00	996.64	View chart
Palantir Technologies Cl A (PLTR)	0.2	$436k	NEW	3.0k	146.28	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$427k	NEW	10k	41.06	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$411k		8.4k	48.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$397k		569.00	697.11	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$386k		7.6k	50.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$379k	-2%	989.00	383.34	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.2	$370k	-2%	4.9k	75.74	View chart
Micron Technology (MU)	0.2	$368k	-26%	1.1k	337.80	View chart
Charles Schwab Corporation (SCHW)	0.2	$359k	-2%	3.8k	93.98	View chart
Ge Aerospace Com New (GE)	0.2	$356k	+8%	1.3k	283.83	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$337k		8.4k	40.19	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$335k	+13%	3.3k	100.72	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$321k	-33%	3.6k	88.16	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.2	$320k	+2%	37k	8.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$314k		526.00	597.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$308k		1.6k	196.19	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$308k	+10%	6.5k	47.08	View chart
Pfizer (PFE)	0.2	$306k		11k	28.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$305k	+3%	709.00	430.29	View chart
Caterpillar (CAT)	0.2	$293k	-9%	413.00	708.13	View chart
Pepsi (PEP)	0.2	$277k		1.8k	155.33	View chart
Servicenow (NOW)	0.1	$267k		2.6k	104.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$259k		1.7k	151.38	View chart
Duke Energy Corp Com New (DUK)	0.1	$251k		1.9k	130.97	View chart
At&t (T)	0.1	$247k		8.5k	28.99	View chart
International Business Machines (IBM)	0.1	$245k	+33%	1.0k	242.31	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.1	$227k	-2%	5.8k	39.28	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$221k		4.3k	50.98	View chart
Union Pacific Corporation (UNP)	0.1	$221k	NEW	911.00	242.50	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$220k	+2%	4.1k	53.77	View chart
Citigroup Com New (C)	0.1	$218k	-6%	1.9k	113.41	View chart
Walt Disney Company (DIS)	0.1	$212k		2.2k	96.39	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$212k		3.0k	70.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$210k		428.00	491.14	View chart
Intuitive Surgical Com New (ISRG)	0.1	$207k	-5%	450.00	460.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$207k	NEW	611.00	337.95	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$181k		15k	12.52	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$136k		17k	8.17	View chart
Uranium Energy (UEC)	0.1	$135k		10k	13.50	View chart
Ford Motor Company (F)	0.1	$128k	NEW	11k	11.54	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$121k		11k	10.74	View chart
Pimco Income Strategy Fund (PFL)	0.0	$81k		10k	8.00	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 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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