Semus Wealth Partners LLC Top Holdings and 13F Report (2026) About Semus Wealth Partners LLCInvestment ActivitySemus Wealth Partners LLC has $178.99 million in total holdings as of March 31, 2026.Semus Wealth Partners LLC owns shares of 110 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 5.81% of the portfolio was purchased this quarter.About 3.60% of the portfolio was sold this quarter.This quarter, Semus Wealth Partners LLC has purchased 111 new stocks and bought additional shares in 63 stocks.Semus Wealth Partners LLC sold shares of 36 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $34,738,361NVIDIA $7,475,373Alphabet $6,809,859Microsoft $6,264,587iShares Core S&P 500 ETF $5,646,175 Largest New Holdings this Quarter 33740F763 - FT Vest U.S. Equity Buffer ETF - February $1,377,096 Holding464288885 - iShares MSCI EAFE Growth ETF $666,745 Holding09290C699 - BLACKROCK ETF TRUST $477,188 Holding69608A108 - PALANTIR TECHNOLOGIES INC $435,476 Holding09290C855 - BLACKROCK ETF TRUST $426,778 Holding Largest Purchases this Quarter Microsoft 4,242 shares (about $1.57M)FT Vest U.S. Equity Buffer ETF - February 24,657 shares (about $1.38M)iShares MSCI EAFE Growth ETF 5,987 shares (about $666.75K)Tesla 1,636 shares (about $608.18K)MercadoLibre 300 shares (about $518.71K) Largest Sales this Quarter ASML 299 shares (about $394.93K)Apple 1,151 shares (about $292.11K)NVIDIA 1,062 shares (about $185.21K)iShares U.S. Equity Factor Rotation Active ETF 3,157 shares (about $183.67K)iShares Core MSCI Emerging Markets ETF 2,557 shares (about $178.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSemus Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$34,738,361$292,113 ▼-0.8%136,87819.4%Computer and TechnologyNVDANVIDIA$7,475,373$185,214 ▼-2.4%42,8634.2%Computer and TechnologyGOOGLAlphabet$6,809,859$351,104 ▲5.4%23,6823.8%Computer and TechnologyMSFTMicrosoft$6,264,587$1,570,219 ▲33.4%16,9243.5%Computer and TechnologyIVViShares Core S&P 500 ETF$5,646,175$416,735 ▲8.0%8,6443.2%ETFGOOGAlphabet$5,327,127$36,719 ▼-0.7%18,5703.0%Computer and TechnologyTSLATesla$5,156,916$608,183 ▲13.4%13,8722.9%Auto/Tires/TrucksJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,466,929$110,430 ▲2.5%80,4562.5%ETFAMZNAmazon.com$4,462,601$89,973 ▲2.1%21,4272.5%Retail/WholesaleGOLDMAN SACHS ETF TR$4,388,441$129,615 ▲3.0%88,6732.5%NASDAQ-100 PREMISPYSPDR S&P 500 ETF Trust$4,321,732$8,455 ▲0.2%6,6452.4%FinanceLLYEli Lilly and Company$4,281,120$210,607 ▲5.2%4,6552.4%MedicalGOLDMAN SACHS ETF TR$4,212,788$123,349 ▲3.0%84,1882.4%S&P 500 PREMIUMJEPIJPMorgan Equity Premium Income ETF$4,190,345$92,785 ▲2.3%73,9302.3%ETFFAUGFT Vest U.S. Equity Buffer ETF - August$4,166,408$111,903 ▼-2.6%80,4592.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$3,763,953$73,993 ▲2.0%147,3172.1%ETFBLACKROCK ETF TRUST$2,655,647$70,524 ▲2.7%86,1941.5%ISHARES US LARGMETAMeta Platforms$2,588,268$455,979 ▲21.4%4,5241.4%Computer and TechnologyQQQInvesco QQQ$2,401,170$16,739 ▲0.7%4,1601.3%FinanceNFLXNetflix$2,128,280$198,838 ▲10.3%22,1351.2%Consumer DiscretionaryJNJJohnson & Johnson$2,100,934$244 ▲0.0%8,5951.2%MedicalDYNFiShares U.S. Equity Factor Rotation Active ETF$2,025,357$183,674 ▼-8.3%34,8121.1%ETFAVGOBroadcom$1,971,493$117,609 ▲6.3%6,3701.1%Computer and TechnologyJGROJPMorgan Active Growth ETF$1,967,769$30,089 ▼-1.5%23,2821.1%ETFMELIMercadoLibre$1,813,742$518,706 ▲40.1%1,0491.0%Retail/WholesaleGSThe Goldman Sachs Group$1,763,328$69,382 ▼-3.8%2,0841.0%FinanceMAMastercard$1,669,066$13,492 ▼-0.8%3,3400.9%Business ServicesSCHDSchwab US Dividend Equity ETF$1,574,407$10,646 ▲0.7%51,3170.9%ETFIVEiShares S&P 500 Value ETF$1,560,019$95,231 ▼-5.8%7,3880.9%ETFBARGraniteShares Gold Trust$1,504,345$10,748 ▼-0.7%32,6110.8%FinanceDIVOAmplify CWP Enhanced Dividend Income ETF$1,432,130$12,468 ▲0.9%31,9320.8%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$1,377,096$1,377,096 ▲New Holding24,6570.8%ETFIVWiShares S&P 500 Growth ETF$1,367,174$56,329 ▲4.3%12,0870.8%ETFWALMART INC$1,294,921$9,943 ▼-0.8%10,4190.7%COMIEMGiShares Core MSCI Emerging Markets ETF$1,227,739$178,351 ▼-12.7%17,6020.7%ETFJ P MORGAN EXCHANGE TRADED F$1,219,671$1,150 ▲0.1%19,0840.7%HEDGED EQUITY LAORCLOracle$1,204,694$251,119 ▲26.3%8,1890.7%Computer and TechnologyURIUnited Rentals$1,199,069$439,270 ▲57.8%1,6460.7%ConstructionEFViShares MSCI EAFE Value ETF$1,123,748$40,819 ▼-3.5%15,1140.6%ETFJPMJPMorgan Chase & Co.$1,095,482$27,946 ▲2.6%3,7240.6%FinanceVVisa$1,018,313$9,068 ▲0.9%3,3690.6%Business ServicesBRK.BBerkshire Hathaway$929,169$23,960 ▲2.6%1,9390.5%FinanceMCDMcDonald's$885,588$2,798 ▲0.3%2,8490.5%Retail/WholesaleUNHUnitedHealth Group$850,258$7,577 ▲0.9%3,1420.5%MedicalVUGVanguard Growth ETF$794,922$1,747 ▲0.2%1,8200.4%ETFMRKMerck & Co., Inc.$782,617$481 ▼-0.1%6,5060.4%MedicalLMTLockheed Martin$759,376$119,106 ▼-13.6%1,2560.4%AerospaceQUALiShares MSCI USA Quality Factor ETF$696,684$32,993 ▼-4.5%3,6320.4%ETFEFGiShares MSCI EAFE Growth ETF$666,745$666,745 ▲New Holding5,9870.4%ETFBBUSJPMorgan BetaBuilders U.S. Equity ETF$656,369$20,273 ▲3.2%5,6010.4%ETFPGProcter & Gamble$643,052$3,322 ▲0.5%4,4520.4%Consumer StaplesBLACKROCK ETF TRUST$613,167$21,813 ▲3.7%18,6090.3%ISHARES A I INNOIUSBiShares Core Total USD Bond Market ETF$594,142$185 ▲0.0%12,8630.3%ManufacturingBTHMBlackRock Future U.S. Themes ETF$589,698$27,491 ▲4.9%16,2810.3%ETFBACBank of America$564,949$26,666 ▼-4.5%11,5890.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$562,777$44,398 ▲8.6%2,3450.3%ETFNEENextEra Energy$560,583$8,359 ▲1.5%6,0360.3%UtilitiesVYMVanguard High Dividend Yield ETF$551,664$2,221 ▲0.4%3,7250.3%ETFABBVAbbVie$544,364$652 ▲0.1%2,5030.3%MedicalKOCocaCola$539,375$4,031 ▼-0.7%7,0920.3%Consumer StaplesAMGNAmgen$512,863$3,166 ▲0.6%1,4580.3%MedicalPANWPalo Alto Networks$503,725$62,525 ▲14.2%3,1420.3%Computer and TechnologyBLACKROCK ETF TRUST$477,188$477,188 ▲New Holding14,5840.3%ISHARES DEFENSECRMSalesforce$457,735$57,870 ▲14.5%2,4520.3%Computer and TechnologyCSCOCisco Systems$449,281$1,940 ▲0.4%5,7900.3%Computer and TechnologyASMLASML$449,082$394,928 ▼-46.8%3400.3%Computer and TechnologyXOMExxonMobil$443,888$62,273 ▼-12.3%2,6160.2%EnergyCOSTCostco Wholesale$438,523$997 ▲0.2%4400.2%Retail/WholesalePALANTIR TECHNOLOGIES INC$435,476$435,476 ▲New Holding2,9770.2%CL ABLACKROCK ETF TRUST$426,778$426,778 ▲New Holding10,3940.2%ISHARES LARGE CAKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$410,841$3,020 ▲0.7%8,4340.2%ETFVGTVanguard Information Technology ETF$396,657$697 ▲0.2%5690.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$386,236$2,743 ▲0.7%7,6030.2%ETFSMHVanEck Semiconductor ETF$379,126$11,500 ▼-2.9%9890.2%ManufacturingJIREJPMorgan International Research Enhanced Equity ETF$370,197$7,574 ▼-2.0%4,8880.2%ETFMUMicron Technology$367,523$134,781 ▼-26.8%1,0880.2%Computer and TechnologySCHWCharles Schwab$358,913$8,740 ▼-2.4%3,8190.2%FinanceGEGE Aerospace$356,203$28,099 ▲8.6%1,2550.2%AerospaceCGGRCapital Group Growth ETF$337,1110.0%8,3880.2%ETFTLHiShares 10-20 Year Treasury Bond ETF$334,491$39,482 ▲13.4%3,3210.2%ETFIAUiShares Gold Trust$321,167$159,834 ▼-33.2%3,6430.2%FinanceEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$319,905$6,703 ▲2.1%36,9410.2%Financial ServicesVOOVanguard S&P 500 ETF$314,111$1,194 ▲0.4%5260.2%ETFVTVVanguard Value ETF$308,024$1,570 ▼-0.5%1,5700.2%ETFJCPBJPMorgan Core Plus Bond ETF$307,668$30,225 ▲10.9%6,5350.2%ETFPFEPfizer$305,792$2,976 ▼-1.0%10,8900.2%MedicalGLDSPDR Gold Shares$305,076$9,036 ▲3.1%7090.2%FinanceCATCaterpillar$292,459$29,742 ▼-9.2%4130.2%IndustrialsPEPPepsiCo$276,636$466 ▲0.2%1,7810.2%Consumer StaplesNOWServiceNow$266,916$2,823 ▼-1.0%2,5530.1%Computer and TechnologyDVYiShares Select Dividend ETF$259,016$1,817 ▲0.7%1,7110.1%ETFDUKDuke Energy$251,061$1,834 ▲0.7%1,9170.1%UtilitiesTAT&T$247,300$290 ▼-0.1%8,5310.1%Computer and TechnologyIBMInternational Business Machines$244,486$61,061 ▲33.3%1,0090.1%Computer and TechnologyREAVES UTIL INCOME FD$226,919$6,795 ▼-2.9%5,7770.1%COM SH BEN INTJMSTJPMorgan Ultra-Short Municipal ETF$220,927$1,376 ▲0.6%4,3340.1%ETFUNPUnion Pacific$220,917$220,917 ▲New Holding9110.1%TransportationJ P MORGAN EXCHANGE TRADED F$219,758$5,269 ▲2.5%4,0870.1%ACTIVE BOND ETFCCitigroup$217,626$14,062 ▼-6.1%1,9190.1%Financial ServicesDISWalt Disney$211,959$3,856 ▼-1.8%2,1990.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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