Semus Wealth Partners LLC

Registered adviser

CIK

1964775

Location

Boca Raton, FL

Portfolio Value

Small $218,896,931

Diversification

Diversified

Filing Date

Global Rank

#6,436 / 8,827 ▲ 33 · as of Jun 2026

Top Industry

Consumer Electronics 33.4%

Period ended 38 days ago

Filed Oct 22, 2026 · 16d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 305758

Roster of Nov 1, 2026

Regulatory AUM

$262,660,482

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$262,660,482	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$215,097,857	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$232,446,177	Individuals and high net worth (97%)
May 2023 to Mar 2024	$185,036,273	Individuals and high net worth (96%)
Apr 2023	$185,036,273	Individuals and high net worth (96%)
Apr 2022 to Mar 2023	$127,494,564	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 63.8% of the book (60%+)

Turnover

Low turnover

17.7% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.9 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 59.1%; sector active share 30.8% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

110 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.6%

+1.7 pts

Top 5

47.5%

+1.1 pts

Top 10

66.0%

+2.1 pts

HHI

719

Diversified+63

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.4%	$84,114,870	50
Technology	34.1%	$74,604,913	18
Communication Services	9.1%	$19,958,491	4
Consumer Cyclical	5.9%	$12,938,080	6
Healthcare	5.4%	$11,714,734	8
Financial Services	4.1%	$9,007,763	10
Consumer Defensive	1.3%	$2,760,502	4
Industrials	1.2%	$2,701,539	6
Utilities	0.3%	$677,667	2
Energy	0.2%	$418,372	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	+19,490	172,512	$4,809,634
CORO		+15,853	32,332	$1,175,268
BALI		+14,845	107,240	$3,695,490
GPIX	Goldman Sachs S&P 500 Premium Income ETF	+8,481	98,913	$5,522,312
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	+8,074	104,075	$6,034,268
IUSB	iShares Core Universal USD Bond ETF	+6,075	25,888	$1,141,401
BLCR		+6,010	18,156	$888,917
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+2,585	39,413	$2,729,744
NFLX	Netflix Inc	+2,501	26,409	$1,837,538
GOOGL	Alphabet Inc.	+1,253	25,110	$8,639,848
IALT		+1,212	8,585	$256,348
THRO		+1,189	12,354	$543,328
JEPI	JPMorgan Equity Premium Income ETF	+1,065	76,872	$4,321,743
IVW	iShares S&P 500 Growth ETF	+1,008	13,751	$1,956,217
F	Ford Motor Co	+835	12,955	$156,237
TSLA	Tesla, Inc.	+825	14,625	$5,189,096
IVV	iShares Core S&P 500 ETF	+813	11,900	$9,113,615
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+766	38,471	$362,012
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+634	83,877	$5,138,305
IVE	iShares S&P 500 Value ETF	+615	7,040	$1,607,091
IBM	International Business Machines Corp	+574	2,014	$442,939
TLH	iShares 10-20 Year Treasury Bond ETF	+475	3,415	$314,760
CGGR	Capital Group Growth ETF	+448	8,905	$422,364
GS	Goldman Sachs Group Inc	+427	2,434	$2,191,476
WMT	Walmart Inc.	+427	10,860	$1,128,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEMG	iShares Trust	−3,877	8,675	$0
PLTR	Palantir Technologies Inc.	−2,201	3,320	$621,006
NOW	ServiceNow, Inc.	−1,546	1,535	$205,705
NVDA	Nvidia Corp	−1,057	41,167	$9,401,719
BAC	Bank Of America Corp	−881	9,678	$526,773
ORCL	Oracle Corp	−745	9,263	$1,271,809
MSFT	Microsoft Corp	−627	16,039	$8,226,403
JBND	JPMorgan Active Bond ETF	−612	5,956	$304,470
BAI	BlackRock ETF Trust	−596	15,461	$729,604
META	Meta Platforms, Inc.	−581	4,437	$3,217,623
JGRO	JPMorgan Active Growth ETF	−500	22,401	$2,163,488
CRM	Salesforce, Inc.	−399	2,956	$678,608
URI	United Rentals, Inc.	−399	749	$749,584
MRK	Merck & Co., Inc.	−357	6,104	$886,972
GOOG	Alphabet Inc.	−335	18,382	$6,263,482
VUG	VANGUARD GROWTH INDEX FUND	−265	10,938	$985,623
BRK-B	Berkshire Hathaway Inc	−200	1,739	$865,935
BAR	GraniteShares Gold Trust	−188	32,043	$1,310,879
JNJ	Johnson & Johnson	−179	8,384	$2,219,580
MELI	Mercadolibre Inc	−154	950	$1,642,103
EFG	iShares MSCI EAFE Growth ETF	−132	6,661	$798,187
V	Visa Inc.	−126	3,163	$1,136,560
LLY	ELI LILLY & Co	−110	5,045	$5,837,468
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−107	502	$229,007
MA	Mastercard Inc	−98	3,201	$1,765,255
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
FSEP	FT Vest U.S. Equity Buffer ETF - September	27,252	$1,556,906
ACWX	iShares MSCI ACWI ex U.S. ETF	11,473	$867,588
ROCY	JPMorgan Equity Premium Yield ETF	8,524	$469,075
ROCQ	JPMorgan NASDAQ Equity Premium Yield ETF	8,212	$464,634
SPCX	Space Exploration Technologies Corp	1,831	$276,224
TMO	Thermo Fisher Scientific Inc.	382	$257,869
TM	Toyota Motor Corp	1,100	$201,410
ONDS	Ondas Inc.	12,000	$87,960
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
FFEB	FT Vest U.S. Equity Buffer ETF - February	24,657	$1,503,583
MTUM	iShares MSCI USA Momentum Factor ETF	2,142	$734,341
MS	Morgan Stanley	1,083	$226,390
DIS	Walt Disney Co	2,292	$220,605
UTG	Reaves Utility Income Fund	5,227	$212,843
PEP	Pepsico Inc	1,565	$211,901
RDVY	First Trust Rising Dividend Achievers ETF	2,602	$210,918
BIT	BlackRock Multi-Sector Income Trust	12,250	$153,370
ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	13,497	$111,620
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

110 tracked positions · $218,896,931 total · filing declares 110 positions · $219,601,204 · as of Sep 30, 2026

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

Showing 1–50 of 110 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	135,380	+125	$45,084,247	+15.2%	20.60%
NVDA	Nvidia Corp Technology	Reduced	41,167	-1,057	$9,401,719	+11.3%	4.30%
IVV	iShares Core S&P 500 ETF	Added	11,900	+813	$9,113,615	+9.8%	4.16%
GOOGL	Alphabet Inc. Communication Services	Added	25,110	+1,253	$8,639,848	+1.3%	3.95%
MSFT	Microsoft Corp Technology	Reduced	16,039	-627	$8,226,403	+32.3%	3.76%
GOOG	Alphabet Inc. Communication Services	Reduced	18,382	-335	$6,263,482	−5.3%	2.86%
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	Added	104,075	+8,074	$6,034,268	+6.0%	2.76%
LLY	ELI LILLY & Co Healthcare	Reduced	5,045	-110	$5,837,468	−5.6%	2.67%
GPIX	Goldman Sachs S&P 500 Premium Income ETF	Added	98,913	+8,481	$5,522,312	+9.9%	2.52%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,625	+825	$5,189,096	−10.6%	2.37%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	83,877	+634	$5,138,305	+0.4%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,506	-4	$5,109,069	+4.5%	2.33%
SPY	Spdr S&P 500 ETF Trust	Added	6,581	+1	$5,018,868	+2.1%	2.29%
RDVI	FT Vest Rising Dividend Achievers Target Income ETF	Added	172,512	+19,490	$4,809,634	+6.9%	2.20%
FMAY	FT Vest U.S. Equity Buffer ETF - May	Held	82,839	0	$4,752,473	+2.1%	2.17%
JEPI	JPMorgan Equity Premium Income ETF	Added	76,872	+1,065	$4,321,743	+0.9%	1.97%
BALI		Added	107,240	+14,845	$3,695,490	+18.2%	1.69%
QQQ	Invesco Qqq Trust, Series 1	Added	4,785	+278	$3,539,799	+6.7%	1.62%
META	Meta Platforms, Inc. Communication Services	Reduced	4,437	-581	$3,217,623	+13.8%	1.47%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	39,413	+2,585	$2,729,744	+9.0%	1.25%
AVGO	Broadcom Inc. Technology	Added	6,881	+420	$2,416,538	−1.0%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	8,384	-179	$2,219,580	+2.1%	1.01%
GS	Goldman Sachs Group Inc Financial Services	Added	2,434	+427	$2,191,476	+8.0%	1.00%
JGRO	JPMorgan Active Growth ETF	Reduced	22,401	-500	$2,163,488	−4.2%	0.99%
IVW	iShares S&P 500 Growth ETF	Added	13,751	+1,008	$1,956,217	+11.6%	0.89%
NFLX	Netflix Inc Communication Services	Added	26,409	+2,501	$1,837,538	+7.6%	0.84%
MA	Mastercard Inc Financial Services	Reduced	3,201	-98	$1,765,255	+4.2%	0.81%
SCHD	Schwab U.S. Dividend Equity ETF	Added	51,339	+178	$1,670,057	+2.9%	0.76%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	950	-154	$1,642,103	−12.4%	0.75%
IVE	iShares S&P 500 Value ETF	Added	7,040	+615	$1,607,091	+10.2%	0.73%
MU	Micron Technology Inc Technology	Added	1,484	+261	$1,580,623	+12.0%	0.72%
FSEP	FT Vest U.S. Equity Buffer ETF - September	NEW	27,252	NEW	$1,556,906	NEW	0.71%
DIVO	Amplify CWP Enhanced Dividend Income ETF	Added	32,375	+289	$1,505,113	+2.6%	0.69%
PANW	Palo Alto Networks Inc Technology	Added	3,478	+99	$1,381,844	+19.9%	0.63%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	19,301	+190	$1,335,050	+3.4%	0.61%
BAR	GraniteShares Gold Trust	Reduced	32,043	-188	$1,310,879	+2.9%	0.60%
ORCL	Oracle Corp Technology	Reduced	9,263	-745	$1,271,809	−13.3%	0.58%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,701	+12	$1,224,401	+1.4%	0.56%
ASML	Asml Holding NV Technology	Added	655	+111	$1,186,643	+9.6%	0.54%
CORO		Added	32,332	+15,853	$1,175,268	+94.9%	0.54%
IUSB	iShares Core Universal USD Bond ETF	Added	25,888	+6,075	$1,141,401	+24.8%	0.52%
V	Visa Inc. Financial Services	Reduced	3,163	-126	$1,136,560	+0.7%	0.52%
WMT	Walmart Inc. Consumer Defensive	Added	10,860	+427	$1,128,571	−4.5%	0.52%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	10,938	-265	$985,623	+2.1%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,554	-17	$937,522	−12.3%	0.43%
BLCR		Added	18,156	+6,010	$888,917	+45.3%	0.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,104	-357	$886,972	+6.8%	0.41%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	11,473	NEW	$867,588	NEW	0.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,739	-200	$865,935	−10.8%	0.40%
EFG	iShares MSCI EAFE Growth ETF	Reduced	6,661	-132	$798,187	−5.6%	0.36%

Showing the top 50 of 110 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.