Semus Wealth Partners LLC
Filing Date
Global Rank
#5,410
/ 8,700
▲ 1159
Top Industry
Consumer Electronics
30.7%
Period ended 2 months ago
Filed Aug 10, 2026 · 34d
15 quarters · since Dec 2022
Portfolio Concentration
68 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
28.2%
+7.4 pts
Top 5
54.1%
+8.0 pts
Top 10
69.8%
+5.7 pts
HHI
1,068
Diversified+358
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.2% | $65,517,338 |
| Communication Services | 14.3% | $19,893,278 |
| Consumer Cyclical | 9.7% | $13,489,724 |
| Healthcare | 8.4% | $11,660,564 |
| Unclassified | 8.2% | $11,403,416 |
| Financial Services | 6.9% | $9,544,551 |
| Industrials | 2.3% | $3,142,900 |
| Consumer Defensive | 2.2% | $3,007,358 |
| Utilities | 0.6% | $774,283 |
| Energy | 0.3% | $388,106 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | +2,544 | 5,521 | $644,135 | |
| ORCL | Oracle Corp | +1,819 | 10,008 | $1,466,672 | |
| NFLX | Netflix Inc | +1,773 | 23,908 | $1,707,031 | |
| F | Ford Motor Co | +1,075 | 12,120 | $168,468 | |
| CRM | Salesforce, Inc. | +903 | 3,355 | $525,594 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | +764 | 37,705 | $369,886 | |
| NOW | ServiceNow, Inc. | +528 | 3,081 | $305,881 | |
| LLY | ELI LILLY & Co | +500 | 5,155 | $6,183,062 | |
| META | Meta Platforms, Inc. | +494 | 5,018 | $2,826,589 | |
| IBM | International Business Machines Corp | +431 | 1,440 | $404,942 | |
| QQQ | Invesco Qqq Trust, Series 1 | +347 | 4,507 | $3,318,954 | |
| GOOGL | Alphabet Inc. | +322 | 42,574 | $15,139,053 | |
| GLD | Spdr Gold Trust | +300 | 1,009 | $371,695 | |
| PANW | Palo Alto Networks Inc | +237 | 3,379 | $1,152,306 | |
| ASML | Asml Holding NV | +204 | 544 | $1,082,255 | |
| PFE | Pfizer Inc | +203 | 11,093 | $267,119 | |
| MU | Micron Technology Inc | +135 | 1,223 | $1,411,696 | |
| DIS | Walt Disney Co | +93 | 2,292 | $220,605 | |
| AVGO | Broadcom Inc. | +91 | 6,461 | $2,440,642 | |
| CGGR | Capital Group Growth ETF | +69 | 8,457 | $399,170 | |
| MELI | Mercadolibre Inc | +55 | 1,104 | $1,873,918 | |
| IAU | Ishares Gold Trust | +55 | 3,698 | $279,235 | |
| LMT | Lockheed Martin Corp | +48 | 1,304 | $664,335 | |
| CAT | Caterpillar Inc | +44 | 457 | $486,659 | |
| CSCO | Cisco Systems, Inc. | +27 | 5,817 | $683,264 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | −164,817 | 16,057 | $846,525 | |
| ETJ | Eaton Vance Risk-Managed Diversified Equity Income Fund | −3,089 | 13,497 | $111,620 | |
| BIT | BlackRock Multi-Sector Income Trust | −2,219 | 12,250 | $153,370 | |
| AAPL | Apple Inc. | −1,623 | 135,255 | $39,137,386 | |
| BAC | Bank Of America Corp /De/ | −1,030 | 10,559 | $601,651 | |
| AMZN | Amazon Com Inc | −917 | 20,510 | $4,888,353 | |
| NVDA | Nvidia Corp | −639 | 42,224 | $8,448,600 | |
| UNH | Unitedhealth Group Inc | −571 | 2,571 | $1,068,584 | |
| XOM | ExxonMobil Holdings Corp | −557 | 2,059 | $281,506 | |
| UTG | Reaves Utility Income Fund | −550 | 5,227 | $212,843 | |
| URI | United Rentals, Inc. | −498 | 1,148 | $1,300,557 | |
| BAR | GraniteShares Gold Trust | −380 | 32,231 | $1,274,091 | |
| MSFT | Microsoft Corp | −258 | 16,666 | $6,216,751 | |
| PEP | Pepsico Inc | −216 | 1,565 | $211,901 | |
| KO | Coca Cola Co | −154 | 6,938 | $563,851 | |
| ABBV | AbbVie Inc. | −95 | 2,408 | $605,949 | |
| PG | PROCTER & GAMBLE Co | −86 | 4,366 | $640,230 | |
| V | Visa Inc. | −80 | 3,289 | $1,128,423 | |
| GS | Goldman Sachs Group Inc | −77 | 2,007 | $2,029,819 | |
| TSLA | Tesla, Inc. | −72 | 13,800 | $5,804,280 | |
| SPY | Spdr S&P 500 ETF Trust | −65 | 6,580 | $4,913,746 | |
| MCD | Mcdonalds Corp | −57 | 2,792 | $754,705 | |
| MRK | Merck & Co., Inc. | −45 | 6,461 | $830,238 | |
| MA | Mastercard Inc | −41 | 3,299 | $1,694,366 | |
| GE | General Electric Co | −37 | 1,218 | $455,203 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 1,041 | $604,727 | |
| LRCX | Lam Research Corp | 820 | $355,330 | |
| AMAT | Applied Materials Inc /De | 479 | $346,317 | |
| GEV | GE Vernova Inc. | 201 | $236,146 | |
| MS | Morgan Stanley | 1,083 | $226,390 | |
| AXP | American Express Co | 636 | $215,127 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
19 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 90,694 | $14,038,842 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 172,861 | $8,601,193 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 105,901 | $6,241,830 | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 105,116 | $5,543,501 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 51,317 | $1,574,405 | |
| AIEQ | Amplify AI Powered Equity ETF | 31,932 | $1,432,150 | |
| VB | Vanguard Morningstar Small-Cap ETF | 3,916 | $754,837 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 3,725 | $551,672 | |
| CAAA | First Trust AAA CMBS ETF | 8,434 | $410,820 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | 7,603 | $386,232 | |
| AFK | VanEck Africa Index ETF | 989 | $379,182 | |
| T | At&T Inc. | 8,531 | $247,313 | |
| UNP | Union Pacific Corp | 911 | $221,026 | |
| KTOS | Kratos Defense & Security Solutions, Inc. | 3,000 | $211,530 | |
| TMO | Thermo Fisher Scientific Inc. | 428 | $210,374 | |
| ISRG | Intuitive Surgical Inc | 450 | $207,445 | |
| CHI | Calamos Convertible Opportunities & Income Fund | 11,221 | $120,513 | |
| PFL | Pimco Income Strategy Fund | 10,149 | $81,192 | |
| EDV | Vanguard World Funds Extended Duration ETF | 569 | $49,625 | |
| No positions match the current search. | ||||
68 tracked positions ·
$138,821,518 total
· filing declares
111 positions · $206,905,960
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 68 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 135,255 | $39,137,386 | 28.19% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 42,574 | $15,139,053 | 10.91% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 42,224 | $8,448,600 | 6.09% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 16,666 | $6,216,751 | 4.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,155 | $6,183,062 | 4.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 13,800 | $5,804,280 | 4.18% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,580 | $4,913,746 | 3.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 20,510 | $4,888,353 | 3.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,507 | $3,318,954 | 2.39% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,018 | $2,826,589 | 2.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,461 | $2,440,642 | 1.76% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 8,563 | $2,174,745 | 1.57% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 2,007 | $2,029,819 | 1.46% | |
| MELI |
Mercadolibre Inc
Consumer Cyclical
|
Added | 1,104 | $1,873,918 | 1.35% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 23,908 | $1,707,031 | 1.23% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 3,299 | $1,694,366 | 1.22% | |
| ORCL |
Oracle Corp
Technology
|
Added | 10,008 | $1,466,672 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,223 | $1,411,696 | 1.02% | |
| URI |
United Rentals, Inc.
Industrials
|
Reduced | 1,148 | $1,300,557 | 0.94% | |
| BAR |
GraniteShares Gold Trust
|
Reduced | 32,231 | $1,274,091 | 0.92% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,689 | $1,207,520 | 0.87% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 10,433 | $1,181,641 | 0.85% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 3,379 | $1,152,306 | 0.83% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 3,289 | $1,128,423 | 0.81% | |
| ASML |
Asml Holding NV
Technology
|
Added | 544 | $1,082,255 | 0.78% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 2,571 | $1,068,584 | 0.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,939 | $970,256 | 0.70% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
Reduced | 16,057 | $846,525 | 0.61% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 6,461 | $830,238 | 0.60% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,792 | $754,705 | 0.54% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,817 | $683,264 | 0.49% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 1,304 | $664,335 | 0.48% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 5,521 | $644,135 | 0.46% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 4,366 | $640,230 | 0.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,408 | $605,949 | 0.44% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,041 | $604,727 | 0.44% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 10,559 | $601,651 | 0.43% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 6,938 | $563,851 | 0.41% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 1,466 | $530,867 | 0.38% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 6,034 | $529,604 | 0.38% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 3,355 | $525,594 | 0.38% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 457 | $486,659 | 0.35% | |
| GE |
General Electric Co
Industrials
|
Reduced | 1,218 | $455,203 | 0.33% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 438 | $409,735 | 0.30% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 1,440 | $404,942 | 0.29% | |
| CGGR |
Capital Group Growth ETF
|
Added | 8,457 | $399,170 | 0.29% | |
| GLD |
Spdr Gold Trust
|
Added | 1,009 | $371,695 | 0.27% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Added | 37,705 | $369,886 | 0.27% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 820 | $355,330 | 0.26% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 3,832 | $353,578 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.