Semus Wealth Partners LLC Top Holdings and 13F Report (2026)

About Semus Wealth Partners LLC

Investment Activity

Semus Wealth Partners LLC has $206.91 million in total holdings as of June 30, 2026.
Semus Wealth Partners LLC owns shares of 111 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 7.95% of the portfolio was purchased this quarter.
About 4.96% of the portfolio was sold this quarter.
This quarter, Semus Wealth Partners LLC has purchased 110 new stocks and bought additional shares in 56 stocks.
Semus Wealth Partners LLC sold shares of 41 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $39,137,469
Alphabet: $8,525,636
NVIDIA: $8,448,577
iShares Core S&P 500 ETF: $8,302,962
Alphabet: $6,613,241

Largest New Holdings this Quarter

33740F748 - FT Vest U.S. Equity Buffer ETF - May: $4,655,552 Holding
007903107 - Advanced Micro Devices: $604,727 Holding
09290C764 - BLACKROCK ETF TRUST: $603,131 Holding
512807306 - LAM RESEARCH CORP: $355,182 Holding
038222105 - Applied Materials: $346,437 Holding

Largest Purchases this Quarter

FT Vest U.S. Equity Buffer ETF - May: 82,839 shares (about $4.66M)
iShares Core S&P 500 ETF: 2,443 shares (about $1.83M)
Vanguard Growth ETF: 9,383 shares (about $808.22K)
Advanced Micro Devices: 1,041 shares (about $604.73K)
BLACKROCK ETF TRUST: 16,479 shares (about $603.13K)

Largest Sales this Quarter

iShares MSCI EAFE Value ETF: 8,083 shares (about $618.72K)
United Rentals: 498 shares (about $564.23K)
Apple: 1,623 shares (about $469.63K)
iShares Core MSCI Emerging Markets ETF: 5,050 shares (about $418.35K)
UnitedHealth Group: 571 shares (about $237.36K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$39,137,469	$469,632 â–¼	-1.2%	135,255	18.9%	Technology
GOOGL Alphabet	$8,525,636	$62,539 â–²	0.7%	23,857	4.1%	Communication Services
NVDA NVIDIA	$8,448,577	$127,857 â–¼	-1.5%	42,224	4.1%	Technology
IVV iShares Core S&P 500 ETF	$8,302,962	$1,829,542 â–²	28.3%	11,087	4.0%	ETF
GOOG Alphabet	$6,613,241	$51,939 â–²	0.8%	18,717	3.2%	Communication Services
MSFT Microsoft	$6,216,794	$96,240 â–¼	-1.5%	16,666	3.0%	Technology
LLY Eli Lilly and Company	$6,183,491	$599,757 â–²	10.7%	5,155	3.0%	Healthcare
TSLA Tesla	$5,804,280	$30,283 â–¼	-0.5%	13,800	2.8%	Consumer Discretionary
GOLDMAN SACHS ETF TR	$5,693,815	$434,623 â–²	8.3%	96,001	2.8%	NASDA 100 ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$5,116,103	$171,289 â–²	3.5%	83,243	2.5%	ETF
GOLDMAN SACHS ETF TR	$5,025,296	$346,978 â–²	7.4%	90,432	2.4%	S&P 500 PREMIUM
SPY SPDR S&P 500 ETF Trust	$4,913,396	$48,537 â–¼	-1.0%	6,580	2.4%	ETF
AMZN Amazon.com	$4,888,353	$218,558 â–¼	-4.3%	20,510	2.4%	Consumer Discretionary
FMAY FT Vest U.S. Equity Buffer ETF - May	$4,655,552	$4,655,552 â–²	New Holding	82,839	2.3%	ETF
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$4,498,842	$167,727 â–²	3.9%	153,022	2.2%	ETF
JEPI JPMorgan Equity Premium Income ETF	$4,281,568	$106,013 â–²	2.5%	75,807	2.1%	ETF
QQQ Invesco QQQ	$3,319,084	$255,541 â–²	8.3%	4,507	1.6%	ETF
BLACKROCK ETF TRUST	$3,125,715	$209,779 â–²	7.2%	92,395	1.5%	ISHARES US LARG
META Meta Platforms	$2,826,560	$278,262 â–²	10.9%	5,018	1.4%	Communication Services
DYNF iShares U.S. Equity Factor Rotation Active ETF	$2,504,663	$137,108 â–²	5.8%	36,828	1.2%	ETF
AVGO Broadcom	$2,440,728	$34,376 â–²	1.4%	6,461	1.2%	Technology
JGRO JPMorgan Active Growth ETF	$2,257,780	$37,562 â–¼	-1.6%	22,901	1.1%	ETF
JNJ Johnson & Johnson	$2,174,689	$8,127 â–¼	-0.4%	8,563	1.1%	Healthcare
GS The Goldman Sachs Group	$2,029,870	$77,877 â–¼	-3.7%	2,007	1.0%	Finance
MELI MercadoLibre	$1,873,919	$93,356 â–²	5.2%	1,104	0.9%	Consumer Discretionary
IVW iShares S&P 500 Growth ETF	$1,752,577	$90,221 â–²	5.4%	12,743	0.8%	ETF
NFLX Netflix	$1,707,031	$126,592 â–²	8.0%	23,908	0.8%	Communication Services
MA Mastercard	$1,694,357	$21,057 â–¼	-1.2%	3,299	0.8%	Finance
SCHD Schwab US Dividend Equity ETF	$1,622,313	$4,947 â–¼	-0.3%	51,161	0.8%	ETF
FFEB FT Vest U.S. Equity Buffer ETF - February	$1,503,584		0.0%	24,657	0.7%	ETF
ORCL Oracle	$1,466,712	$266,582 â–²	22.2%	10,008	0.7%	Technology
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,466,308	$7,038 â–²	0.5%	32,086	0.7%	ETF
IVE iShares S&P 500 Value ETF	$1,458,919	$218,668 â–¼	-13.0%	6,425	0.7%	ETF
MU Micron Technology	$1,411,918	$155,854 â–²	12.4%	1,223	0.7%	Technology
URI United Rentals	$1,300,682	$564,233 â–¼	-30.3%	1,148	0.6%	Industrials
J P MORGAN EXCHANGE TRADED F	$1,291,498	$1,825 â–²	0.1%	19,111	0.6%	HEDG EQU LAD ETF
BAR GraniteShares Gold Trust	$1,274,091	$15,021 â–¼	-1.2%	32,231	0.6%	ETF
JPM JPMorgan Chase & Co.	$1,207,552	$11,457 â–¼	-0.9%	3,689	0.6%	Finance
WALMART INC	$1,181,629	$1,586 â–²	0.1%	10,433	0.6%	COM
PANW Palo Alto Networks	$1,152,307	$80,822 â–²	7.5%	3,379	0.6%	Technology
V Visa	$1,128,567	$27,451 â–¼	-2.4%	3,289	0.5%	Finance
ASML ASML	$1,082,255	$405,846 â–²	60.0%	544	0.5%	Technology
UNH UnitedHealth Group	$1,068,727	$237,356 â–¼	-18.2%	2,571	0.5%	Healthcare
IEMG iShares Core MSCI Emerging Markets ETF	$1,039,822	$418,348 â–¼	-28.7%	12,552	0.5%	ETF
BRK.B Berkshire Hathaway	$970,256		0.0%	1,939	0.5%	Finance
VUG Vanguard Growth ETF	$964,992	$808,223 â–²	515.5%	11,203	0.5%	ETF
IUSB iShares Core Total USD Bond Market ETF	$914,370	$320,743 â–²	54.0%	19,813	0.4%	ETF
BLACKROCK ETF TRUST	$846,525	$134,541 â–¼	-13.7%	16,057	0.4%	ISHA I IN TE ETF
EFG iShares MSCI EAFE Growth ETF	$845,154	$100,279 â–²	13.5%	6,793	0.4%	ETF
MRK Merck & Co., Inc.	$830,257	$5,783 â–¼	-0.7%	6,461	0.4%	Healthcare
MCD McDonald's	$754,647	$15,406 â–¼	-2.0%	2,792	0.4%	Consumer Discretionary
MTUM iShares MSCI USA Momentum Factor ETF	$734,342	$69,595 â–¼	-8.7%	2,142	0.4%	ETF
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$721,021	$33,545 â–¼	-4.4%	5,352	0.3%	ETF
CSCO Cisco Systems	$683,314	$3,172 â–²	0.5%	5,817	0.3%	Technology
LMT Lockheed Martin	$664,505	$24,460 â–²	3.8%	1,304	0.3%	Industrials
SMH VanEck Semiconductor ETF	$648,578		0.0%	989	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$644,150	$296,815 â–²	85.5%	5,521	0.3%	CL A
PG Procter & Gamble	$640,272	$12,612 â–¼	-1.9%	4,366	0.3%	Consumer Staples
BLACKROCK ETF TRUST	$611,794	$88,248 â–²	16.9%	12,146	0.3%	ISHA LA CORE ETF
ABBV AbbVie	$605,970	$23,907 â–¼	-3.8%	2,408	0.3%	Healthcare
AMD Advanced Micro Devices	$604,727	$604,727 â–²	New Holding	1,041	0.3%	Technology
BLACKROCK ETF TRUST	$603,131	$603,131 â–²	New Holding	16,479	0.3%	ISHA IN CTRY ETF
BAC Bank of America	$601,654	$58,690 â–¼	-8.9%	10,559	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$591,198	$2,529 â–²	0.4%	3,741	0.3%	ETF
KO CocaCola	$563,872	$12,516 â–¼	-2.2%	6,938	0.3%	Consumer Staples
BLACKROCK ETF TRUST	$558,978	$95,499 â–²	20.6%	17,589	0.3%	ISHARES DEFENSE
EFV iShares MSCI EAFE Value ETF	$538,197	$618,724 â–¼	-53.5%	7,031	0.3%	ETF
AMGN Amgen	$531,000	$2,898 â–²	0.5%	1,466	0.3%	Healthcare
NEE NextEra Energy	$529,614	$176 â–¼	0.0%	6,034	0.3%	Utilities
CRM Salesforce	$525,538	$141,449 â–²	36.8%	3,355	0.3%	Technology
VGT Vanguard Information Technology ETF	$520,092	$452,093 â–²	664.9%	4,352	0.3%	ETF
CAT Caterpillar	$487,038	$46,892 â–²	10.7%	457	0.2%	Industrials
BTHM BlackRock Future U.S. Themes ETF	$481,323	$220,551 â–¼	-31.4%	11,165	0.2%	ETF
GE GE Aerospace	$455,090	$13,825 â–¼	-2.9%	1,218	0.2%	Industrials
COST Costco Wholesale	$410,176	$1,873 â–¼	-0.5%	438	0.2%	Consumer Staples
JIRE JPMorgan International Research Enhanced Equity ETF	$405,502	$2,310 â–²	0.6%	4,916	0.2%	ETF
IBM International Business Machines	$405,002	$121,219 â–²	42.7%	1,440	0.2%	Technology
CGGR Capital Group Growth ETF	$399,167	$3,257 â–²	0.8%	8,457	0.2%	ETF
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$393,805	$32,118 â–¼	-7.5%	7,798	0.2%	ETF
FDL First Trust Morningstar Dividend Leaders Index Fund	$373,252	$3,309 â–²	0.9%	7,671	0.2%	ETF
GLD SPDR Gold Shares	$371,695	$110,514 â–²	42.3%	1,009	0.2%	ETF
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund	$369,890	$7,495 â–²	2.1%	37,705	0.2%	Finance
VOO Vanguard S&P 500 ETF	$361,826	$687 â–²	0.2%	527	0.2%	ETF
LAM RESEARCH CORP	$355,182	$355,182 â–²	New Holding	820	0.2%	COM NEW
SCHW Charles Schwab	$353,546	$1,199 â–²	0.3%	3,832	0.2%	Finance
J P MORGAN EXCHANGE TRADED F	$351,388	$132,734 â–²	60.7%	6,568	0.2%	ACTIVE BOND ETF
AMAT Applied Materials	$346,437	$346,437 â–²	New Holding	479	0.2%	Technology
VTV Vanguard Value ETF	$340,025	$2,180 â–¼	-0.6%	1,560	0.2%	ETF
JCPB JPMorgan Core Plus Bond ETF	$321,492	$14,739 â–²	4.8%	6,849	0.2%	ETF
NOW ServiceNow	$305,882	$52,420 â–²	20.7%	3,081	0.1%	Technology
TLH iShares 10-20 Year Treasury Bond ETF	$295,029	$38,233 â–¼	-11.5%	2,940	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$290,840	$955 â–¼	-0.3%	609	0.1%	Technology
XOM ExxonMobil	$281,571	$76,170 â–¼	-21.3%	2,059	0.1%	Energy
IAU iShares Gold Trust	$279,236	$4,153 â–²	1.5%	3,698	0.1%	ETF
C Citigroup	$269,768	$1,120 â–²	0.4%	1,927	0.1%	Finance
DVY iShares Select Dividend ETF	$269,378	$1,876 â–²	0.7%	1,723	0.1%	ETF
PFE Pfizer	$267,118	$4,888 â–²	1.9%	11,093	0.1%	Healthcare
DUK Duke Energy	$244,651	$2,025 â–²	0.8%	1,933	0.1%	Utilities
GE VERNOVA INC	$236,224	$236,224 â–²	New Holding	201	0.1%	COM
MS Morgan Stanley	$226,351	$226,351 â–²	New Holding	1,083	0.1%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Semus Wealth Partners LLC Top Holdings and 13F Report (2026)

About Semus Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Semus Wealth Partners LLC Top Holdings and 13F Report (2026)

About Semus Wealth Partners LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSemus Wealth Partners LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools