Semus Wealth Partners
Latest statistics and disclosures from Semus Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, NVDA, IVV, GOOG, and represent 34.33% of Semus Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: FMAY, IVV, VUG, AMD, CORO, LLY, VGT, GPIQ, ASML, LRCX.
- Started 10 new stock positions in AMAT, RDVY, IALT, AMD, AXP, LRCX, FMAY, MS, CORO, GEV.
- Reduced shares in these 10 stocks: FAUG, QUAL, EFV, URI, AAPL, IEMG, , UNH, UNP, THRO.
- Sold out of its positions in T, CHI, FAUG, ISRG, QUAL, KTOS, PFL, TMO, UNP.
- Semus Wealth Partners was a net buyer of stock by $6.2M.
- Semus Wealth Partners has $207M in assets under management (AUM), dropping by 15.60%.
- Central Index Key (CIK): 0001964775
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Portfolio Holdings for Semus Wealth Partners
Semus Wealth Partners holds 111 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 18.9 | $39M | 135k | 289.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $8.5M | 24k | 357.36 |
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| NVIDIA Corporation (NVDA) | 4.1 | $8.4M | 42k | 200.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.0 | $8.3M | +28% | 11k | 748.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $6.6M | 19k | 353.33 |
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| Microsoft Corporation (MSFT) | 3.0 | $6.2M | 17k | 373.02 |
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| Eli Lilly & Co. (LLY) | 3.0 | $6.2M | +10% | 5.2k | 1199.51 |
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| Tesla Motors (TSLA) | 2.8 | $5.8M | 14k | 420.60 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 2.8 | $5.7M | +8% | 96k | 59.31 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 2.5 | $5.1M | +3% | 83k | 61.46 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 2.4 | $5.0M | +7% | 90k | 55.57 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.4 | $4.9M | 6.6k | 746.72 |
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| Amazon (AMZN) | 2.4 | $4.9M | -4% | 21k | 238.34 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) | 2.3 | $4.7M | NEW | 83k | 56.20 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 2.2 | $4.5M | +3% | 153k | 29.40 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.1 | $4.3M | +2% | 76k | 56.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $3.3M | +8% | 4.5k | 736.43 |
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| Blackrock Etf Trust Ishares Us Larg (BALI) | 1.5 | $3.1M | +7% | 92k | 33.83 |
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| Meta Platforms Cl A (META) | 1.4 | $2.8M | +10% | 5.0k | 563.28 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 1.2 | $2.5M | +5% | 37k | 68.01 |
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| Broadcom (AVGO) | 1.2 | $2.4M | 6.5k | 377.76 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 1.1 | $2.3M | 23k | 98.59 |
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| Johnson & Johnson (JNJ) | 1.1 | $2.2M | 8.6k | 253.96 |
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| Goldman Sachs (GS) | 1.0 | $2.0M | -3% | 2.0k | 1011.40 |
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| MercadoLibre (MELI) | 0.9 | $1.9M | +5% | 1.1k | 1697.39 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $1.8M | +5% | 13k | 137.53 |
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| Netflix (NFLX) | 0.8 | $1.7M | +8% | 24k | 71.40 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $1.7M | 3.3k | 513.60 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.6M | 51k | 31.71 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.7 | $1.5M | 25k | 60.98 |
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| Oracle Corporation (ORCL) | 0.7 | $1.5M | +22% | 10k | 146.55 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.7 | $1.5M | 32k | 45.70 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $1.5M | -13% | 6.4k | 227.07 |
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| Micron Technology (MU) | 0.7 | $1.4M | +12% | 1.2k | 1154.47 |
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| United Rentals (URI) | 0.6 | $1.3M | -30% | 1.1k | 1133.00 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.6 | $1.3M | 19k | 67.58 |
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| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.6 | $1.3M | 32k | 39.53 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.2M | 3.7k | 327.34 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.2M | 10k | 113.26 |
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| Palo Alto Networks (PANW) | 0.6 | $1.2M | +7% | 3.4k | 341.02 |
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| Visa Com Cl A (V) | 0.5 | $1.1M | -2% | 3.3k | 343.13 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.5 | $1.1M | +60% | 544.00 | 1989.44 |
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| UnitedHealth (UNH) | 0.5 | $1.1M | -18% | 2.6k | 415.69 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $1.0M | -28% | 13k | 82.84 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $970k | 1.9k | 500.39 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $965k | +515% | 11k | 86.14 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.4 | $914k | +54% | 20k | 46.15 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.4 | $847k | -13% | 16k | 52.72 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $845k | +13% | 6.8k | 124.42 |
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| Merck & Co (MRK) | 0.4 | $830k | 6.5k | 128.50 |
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| McDonald's Corporation (MCD) | 0.4 | $755k | -2% | 2.8k | 270.29 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.4 | $734k | -8% | 2.1k | 342.83 |
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| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 0.3 | $721k | -4% | 5.4k | 134.72 |
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| Cisco Systems (CSCO) | 0.3 | $683k | 5.8k | 117.47 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $665k | +3% | 1.3k | 509.59 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $649k | 989.00 | 655.79 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $644k | +85% | 5.5k | 116.67 |
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| Procter & Gamble Company (PG) | 0.3 | $640k | 4.4k | 146.65 |
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| Blackrock Etf Trust Isha La Core Etf (BLCR) | 0.3 | $612k | +16% | 12k | 50.37 |
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| Abbvie (ABBV) | 0.3 | $606k | -3% | 2.4k | 251.65 |
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| Advanced Micro Devices (AMD) | 0.3 | $605k | NEW | 1.0k | 580.91 |
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| Blackrock Etf Trust Isha In Ctry Etf (CORO) | 0.3 | $603k | NEW | 17k | 36.60 |
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| Bank of America Corporation (BAC) | 0.3 | $602k | -8% | 11k | 56.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $591k | 3.7k | 158.03 |
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| Coca-Cola Company (KO) | 0.3 | $564k | -2% | 6.9k | 81.27 |
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| Blackrock Etf Trust Ishares Defense (IDEF) | 0.3 | $559k | +20% | 18k | 31.78 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $538k | -53% | 7.0k | 76.55 |
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| Amgen (AMGN) | 0.3 | $531k | 1.5k | 362.21 |
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| Nextera Energy (NEE) | 0.3 | $530k | 6.0k | 87.77 |
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| salesforce (CRM) | 0.3 | $526k | +36% | 3.4k | 156.64 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $520k | +664% | 4.4k | 119.51 |
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| Caterpillar (CAT) | 0.2 | $487k | +10% | 457.00 | 1065.73 |
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| Blackrock Etf Trust Isha Us Them Etf (THRO) | 0.2 | $481k | -31% | 11k | 43.11 |
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| Ge Aerospace Com New (GE) | 0.2 | $455k | -2% | 1.2k | 373.64 |
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| Costco Wholesale Corporation (COST) | 0.2 | $410k | 438.00 | 936.47 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.2 | $406k | 4.9k | 82.49 |
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| International Business Machines (IBM) | 0.2 | $405k | +42% | 1.4k | 281.25 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.2 | $399k | 8.5k | 47.20 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.2 | $394k | -7% | 7.8k | 50.50 |
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| First Tr Exchange-traded SHS (FDL) | 0.2 | $373k | 7.7k | 48.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $372k | +42% | 1.0k | 368.38 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $370k | +2% | 38k | 9.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $362k | 527.00 | 686.58 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $355k | NEW | 820.00 | 433.15 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $354k | 3.8k | 92.26 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.2 | $351k | +60% | 6.6k | 53.50 |
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| Applied Materials (AMAT) | 0.2 | $346k | NEW | 479.00 | 723.25 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $340k | 1.6k | 217.96 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $322k | +4% | 6.8k | 46.94 |
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| Servicenow (NOW) | 0.1 | $306k | +20% | 3.1k | 99.28 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $295k | -11% | 2.9k | 100.35 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $291k | 609.00 | 477.57 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $282k | -21% | 2.1k | 136.75 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $279k | 3.7k | 75.51 |
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| Citigroup Com New (C) | 0.1 | $270k | 1.9k | 139.99 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $269k | 1.7k | 156.34 |
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| Pfizer (PFE) | 0.1 | $267k | 11k | 24.08 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $245k | 1.9k | 126.57 |
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| Ge Vernova (GEV) | 0.1 | $236k | NEW | 201.00 | 1175.24 |
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| Morgan Stanley Com New (MS) | 0.1 | $226k | NEW | 1.1k | 209.00 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $222k | 4.4k | 51.00 |
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| Walt Disney Company (DIS) | 0.1 | $221k | +4% | 2.3k | 96.27 |
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| American Express Company (AXP) | 0.1 | $215k | NEW | 636.00 | 338.20 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.1 | $213k | -9% | 5.2k | 40.72 |
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| Pepsi (PEP) | 0.1 | $212k | -12% | 1.6k | 135.37 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $211k | NEW | 2.6k | 81.06 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 0.1 | $207k | NEW | 7.4k | 28.05 |
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| Ford Motor Company (F) | 0.1 | $169k | +9% | 12k | 13.90 |
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| Blackrock Multi-sector Incom other (BIT) | 0.1 | $153k | -15% | 12k | 12.52 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $112k | -18% | 14k | 8.27 |
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| Uranium Energy (UEC) | 0.1 | $107k | 10k | 10.66 |
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Past Filings by Semus Wealth Partners
SEC 13F filings are viewable for Semus Wealth Partners going back to 2022
- 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