Semus Wealth Partners LLC

CIK 0001964775 · BOCA RATON, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

Semus Wealth Partners LLC reported 111 positions worth $206.9M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: AAPL (18.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$206.9M
2026 Q2
Positions
111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.4%
Est. Net Flow (Q)
2026 Q2
10 / 111 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$39.1M18.92%135,255
2GOOGLALPHABET INCSH$8.5M4.12%23,857
3NVDANVIDIA CORPORATIONSH$8.4M4.08%42,224
4IVVISHARES TRSH$8.3M4.01%11,087
5GOOGALPHABET INCSH$6.6M3.20%18,717
6MSFTMICROSOFT CORPSH$6.2M3.00%16,666
7LLYELI LILLY & COSH$6.2M2.99%5,155
8TSLATESLA INCSH$5.8M2.81%13,800
9GPIQGOLDMAN SACHS ETF TRSH$5.7M2.75%96,001
10JEPQJ P MORGAN EXCHANGE TRADED FSH$5.1M2.47%83,243

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Semus Wealth Partners LLC hold as of Q2 2026?

Semus Wealth Partners LLC reported 111 positions worth $206.9M in its Q2 2026 13F filing. Largest positions: AAPL (18.9%), GOOGL (4.1%), NVDA (4.1%), IVV (4.0%) and GOOG (3.2%).

What did Semus Wealth Partners LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Semus Wealth Partners LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.