Semus Wealth Partners LLC

CIK

1964775

Location

Boca Raton, FL

Portfolio Value

Small $113,976,783

Diversification

Diversified

Filing Date

Global Rank

#5,386 / 8,603 ▲ 104 · as of Mar 2026

Top Industry

Consumer Electronics 33.0%

3Y Alpha vs SPY

-1.1%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.4%

SPY

+76.0%

Annualised alpha

-0.8%

Max drawdown

−24.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

30.5%

−1.0 pts

Top 5

53.0%

−1.0 pts

Top 10

68.9%

−1.2 pts

HHI

1,142

Diversified−62

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.3%	$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	7.8%	$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	0.1%	$135,000	1

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

24 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
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
BA	Boeing Co	1,011	$219,508
MS	Morgan Stanley	1,137	$201,851
VST	Vistra Corp.	1,249	$201,501
CVNA	Carvana Co.	554	$46,759
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $113,976,783 total · as of Mar 31, 2026

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

Showing 1–50 of 66 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%	30.48%
NVDA	Nvidia Corp Technology	Reduced	42,863	-1,062	$7,475,307	−8.7%	6.56%
GOOGL	Alphabet Inc. Communication Services	Added	23,682	+1,221	$6,809,995	−3.1%	5.97%
MSFT	Microsoft Corp Technology	Added	16,924	+4,242	$6,264,757	+2.1%	5.50%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,872	+1,636	$5,156,916	−6.3%	4.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,427	+432	$4,462,601	−7.9%	3.92%
SPY	Spdr S&P 500 ETF Trust	Added	6,645	+13	$4,321,509	−4.4%	3.79%
LLY	ELI LILLY & Co Healthcare	Added	4,655	+229	$4,281,529	−10.0%	3.76%
META	Meta Platforms, Inc. Communication Services	Added	4,524	+797	$2,588,316	+5.2%	2.27%
QQQ	Invesco Qqq Trust, Series 1	Added	4,160	+29	$2,401,068	−5.4%	2.11%
NFLX	Netflix Inc Communication Services	Added	22,135	+2,068	$2,128,280	+13.1%	1.87%
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%	1.73%
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%	1.55%
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%	1.32%
WMT	Walmart Inc. Consumer Defensive	Reduced	10,419	-80	$1,294,873	+10.7%	1.14%
ORCL	Oracle Corp Technology	Added	8,189	+1,707	$1,204,683	−4.6%	1.06%
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%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,849	+9	$885,440	+2.0%	0.78%
UNH	Unitedhealth Group Inc Healthcare	Added	3,142	+28	$850,193	−17.3%	0.75%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,506	-4	$782,606	+14.2%	0.69%
LMT	Lockheed Martin Corp Industrials	Reduced	1,256	-197	$759,113	+8.0%	0.67%
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%	0.50%
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%
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%
DUK	Duke Energy CORP Utilities	Added	1,917	+14	$251,011	+12.5%	0.22%