Semus Wealth Partners LLC

CIK

1964775

Location

Boca Raton, FL

Portfolio Value

Small $114,420,613

Diversification

Diversified

Filing Date

Global Rank

#5,410 / 8,622 ▲ 87 · as of Mar 2026

Top Industry

Consumer Electronics 32.9%

3Y Alpha vs SPY

-0.3%

Period ended 4 months ago

Filed Apr 24, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.6%

SPY

+67.9%

Annualised alpha

+1.3%

Max drawdown

−23.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

67 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

30.4%

−1.0 pts

Top 5

52.8%

−1.0 pts

Top 10

68.6%

−1.2 pts

HHI

1,133

Diversified−60

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.1%	$55,035,377	14
Consumer Cyclical	10.9%	$12,446,157	5
Communication Services	10.5%	$11,985,843	5
Healthcare	8.6%	$9,796,273	9
Unclassified	7.7%	$8,853,163	5
Financial Services	7.6%	$8,681,469	14
Consumer Defensive	2.8%	$3,192,265	5
Industrials	2.7%	$3,039,602	6
Utilities	0.7%	$811,634	2
Energy	0.5%	$578,830	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+4,242	16,924	$6,264,757
NFLX	Netflix Inc	+2,068	22,135	$2,128,280
ORCL	Oracle Corp	+1,707	8,189	$1,204,683
TSLA	Tesla, Inc.	+1,636	13,872	$5,156,916
GOOGL	Alphabet Inc.	+1,221	23,682	$6,809,995
META	Meta Platforms, Inc.	+797	4,524	$2,588,316
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+774	36,941	$319,909
URI	United Rentals, Inc.	+603	1,646	$1,199,209
AMZN	Amazon Com Inc	+432	21,427	$4,462,601
PANW	Palo Alto Networks Inc	+390	3,142	$503,725
AVGO	Broadcom Inc.	+380	6,370	$1,971,578
CRM	Salesforce, Inc.	+310	2,452	$457,714
MELI	Mercadolibre Inc	+300	1,049	$1,813,741
IBM	International Business Machines Corp	+252	1,009	$244,571
LLY	ELI LILLY & Co	+229	4,655	$4,281,529
BIT	BlackRock Multi-Sector Income Trust	+228	14,469	$181,151
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	+158	16,586	$135,507
GE	General Electric Co	+99	1,255	$356,131
JPM	Jpmorgan Chase & Co	+95	3,724	$1,095,451
NEE	Nextera Energy Inc	+90	6,036	$560,623
BRK-B	Berkshire Hathaway Inc	+50	1,939	$929,168
V	Visa Inc.	+30	3,369	$1,018,246
QQQ	Invesco Qqq Trust, Series 1	+29	4,160	$2,401,068
UNH	Unitedhealth Group Inc	+28	3,142	$850,193
CSCO	Cisco Systems, Inc.	+25	5,790	$449,246
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−1,813	3,643	$321,166
AAPL	Apple Inc.	−1,151	136,878	$34,738,267
NVDA	Nvidia Corp	−1,062	42,863	$7,475,307
BAC	Bank Of America Corp /De/	−547	11,589	$564,963
MU	Micron Technology Inc	−399	1,088	$367,569
XOM	ExxonMobil Holdings Corp	−367	2,616	$443,830
ASML	Asml Holding NV	−299	340	$449,082
BAR	GraniteShares Gold Trust	−233	32,611	$1,504,345
LMT	Lockheed Martin Corp	−197	1,256	$759,113
UTG	Reaves Utility Income Fund	−173	5,777	$226,920
C	Citigroup Inc	−124	1,919	$217,633
PFE	Pfizer Inc	−106	10,890	$305,791
SCHW	Schwab Charles Corp	−93	3,819	$358,909
GS	Goldman Sachs Group Inc	−82	2,084	$1,763,043
WMT	Walmart Inc.	−80	10,419	$1,294,873
KO	Coca Cola Co	−53	7,092	$539,346
CAT	Caterpillar Inc	−42	413	$292,593
PFL	Pimco Income Strategy Fund	−41	10,149	$81,192
DIS	Walt Disney Co	−40	2,199	$211,939
MA	Mastercard Inc	−27	3,340	$1,668,864
NOW	ServiceNow, Inc.	−27	2,553	$266,916
ISRG	Intuitive Surgical Inc	−26	450	$207,445
T	At&T Inc.	−10	8,531	$247,313
CHI	Calamos Convertible Opportunities & Income Fund	−7	11,221	$120,513
MRK	Merck & Co., Inc.	−4	6,506	$782,606
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	2,977	$435,475
UNP	Union Pacific Corp	911	$221,026
TSM	Taiwan Semiconductor Manufacturing Co Ltd	611	$206,487
F	Ford Motor Co	11,045	$127,459
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
BWXT	BWX Technologies, Inc.	1,973	$341,013
KKR	KKR & Co. Inc.	1,836	$234,053
CVNA	Carvana Co.	554	$233,799
BA	Boeing Co	1,011	$219,508
MS	Morgan Stanley	1,137	$201,851
VST	Vistra Corp.	1,249	$201,501
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $114,420,613 total · filing declares 111 positions · $178,988,130 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	136,878	-1,151	$34,738,267	−7.4%	30.36%
NVDA	Nvidia Corp Technology	Reduced	42,863	-1,062	$7,475,307	−8.7%	6.53%
GOOGL	Alphabet Inc. Communication Services	Added	23,682	+1,221	$6,809,995	−3.1%	5.95%
MSFT	Microsoft Corp Technology	Added	16,924	+4,242	$6,264,757	+2.1%	5.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,872	+1,636	$5,156,916	−6.3%	4.51%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	21,427	+432	$4,462,601	−7.9%	3.90%
SPY	Spdr S&P 500 ETF Trust	Added	6,645	+13	$4,321,509	−4.4%	3.78%
LLY	ELI LILLY & Co Healthcare	Added	4,655	+229	$4,281,529	−10.0%	3.74%
META	Meta Platforms, Inc. Communication Services	Added	4,524	+797	$2,588,316	+5.2%	2.26%
QQQ	Invesco Qqq Trust, Series 1	Added	4,160	+29	$2,401,068	−5.4%	2.10%
NFLX	Netflix Inc Communication Services	Added	22,135	+2,068	$2,128,280	+13.1%	1.86%
JNJ	Johnson & Johnson Healthcare	Added	8,595	+1	$2,100,961	+18.1%	1.84%
AVGO	Broadcom Inc. Technology	Added	6,370	+380	$1,971,578	−4.9%	1.72%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,049	+300	$1,813,741	+20.2%	1.59%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,084	-82	$1,763,043	−7.4%	1.54%
MA	Mastercard Inc Financial Services	Reduced	3,340	-27	$1,668,864	−13.2%	1.46%
BAR	GraniteShares Gold Trust	Reduced	32,611	-233	$1,504,345	+7.8%	1.31%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,419	-80	$1,294,873	+10.7%	1.13%
ORCL	Oracle Corp Technology	Added	8,189	+1,707	$1,204,683	−4.6%	1.05%
URI	United Rentals, Inc. Industrials	Added	1,646	+603	$1,199,209	+42.1%	1.05%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,724	+95	$1,095,451	−6.3%	0.96%
V	Visa Inc. Financial Services	Added	3,369	+30	$1,018,246	−13.0%	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,939	+50	$929,168	−2.1%	0.81%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,849	+9	$885,440	+2.0%	0.77%
UNH	Unitedhealth Group Inc Healthcare	Added	3,142	+28	$850,193	−17.3%	0.74%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,506	-4	$782,606	+14.2%	0.68%
LMT	Lockheed Martin Corp Industrials	Reduced	1,256	-197	$759,113	+8.0%	0.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,452	+23	$643,046	+1.3%	0.56%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	11,589	-547	$564,963	−15.4%	0.49%
NEE	Nextera Energy Inc Utilities	Added	6,036	+90	$560,623	+17.4%	0.49%
ABBV	AbbVie Inc. Healthcare	Added	2,503	+3	$544,377	−4.7%	0.48%
KO	Coca Cola Co Consumer Defensive	Reduced	7,092	-53	$539,346	+8.0%	0.47%
AMGN	Amgen Inc Healthcare	Added	1,458	+9	$512,997	+8.2%	0.45%
PANW	Palo Alto Networks Inc Technology	Added	3,142	+390	$503,725	−0.6%	0.44%
CRM	Salesforce, Inc. Technology	Added	2,452	+310	$457,714	−19.3%	0.40%
CSCO	Cisco Systems, Inc. Technology	Added	5,790	+25	$449,246	+1.2%	0.39%
ASML	Asml Holding NV Technology	Reduced	340	-299	$449,082	−34.3%	0.39%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,616	-367	$443,830	+23.6%	0.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	440	+1	$438,429	+15.8%	0.38%
PLTR	Palantir Technologies Inc. Technology	NEW	2,977	NEW	$435,475	NEW	0.38%
MU	Micron Technology Inc Technology	Reduced	1,088	-399	$367,569	−13.4%	0.32%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,819	-93	$358,909	−8.2%	0.31%
GE	General Electric Co Industrials	Added	1,255	+99	$356,131	+0.0%	0.31%
IAU	Ishares Gold Trust	Reduced	3,643	-1,813	$321,166	−27.5%	0.28%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Added	36,941	+774	$319,909	−7.2%	0.28%
PFE	Pfizer Inc Healthcare	Reduced	10,890	-106	$305,791	+11.7%	0.27%
GLD	Spdr Gold Trust	Added	709	+21	$305,075	+11.9%	0.27%
CAT	Caterpillar Inc Industrials	Reduced	413	-42	$292,593	+12.3%	0.26%
PEP	Pepsico Inc Consumer Defensive	Added	1,781	+3	$276,571	+8.4%	0.24%
NOW	ServiceNow, Inc. Technology	Reduced	2,553	-27	$266,916	−32.5%	0.23%

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.