Semus Wealth Partners LLC

Est. AUM

$179.0M

13F long equity, this entity only

Positions

111

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$34.7M	136878	19.41%	SOLE
2	NVIDIA CORPORATION	COM	$7.5M	42863	4.18%	SOLE
3	ALPHABET INC	CAP STK CL A	$6.8M	23682	3.80%	SOLE
4	MICROSOFT CORP	COM	$6.3M	16924	3.50%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$5.6M	8644	3.15%	SOLE
6	ALPHABET INC	CAP STK CL C	$5.3M	18570	2.98%	SOLE
7	TESLA INC	COM	$5.2M	13872	2.88%	SOLE
8	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.5M	80456	2.50%	SOLE
9	AMAZON COM INC	COM	$4.4M	21327	2.48%	SOLE
10	GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$4.4M	88673	2.45%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.3M	6645	2.41%	SOLE
12	ELI LILLY & CO	COM	$4.3M	4655	2.39%	SOLE
13	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.2M	84188	2.35%	SOLE
14	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.2M	73930	2.34%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$4.2M	80459	2.33%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$3.8M	147317	2.10%	SOLE
17	BLACKROCK ETF TRUST	ISHARES US LARG	$2.7M	86194	1.48%	SOLE
18	META PLATFORMS INC	CL A	$2.6M	4524	1.45%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$2.4M	4160	1.34%	SOLE
20	NETFLIX INC.	COM	$2.1M	22135	1.19%	SOLE
21	JOHNSON & JOHNSON	COM	$2.1M	8595	1.17%	SOLE
22	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.0M	34812	1.13%	SOLE
23	BROADCOM INC	COM	$2.0M	6370	1.10%	SOLE
24	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.0M	23282	1.10%	SOLE
25	MERCADOLIBRE INC	COM	$1.8M	1049	1.01%	SOLE
26	GOLDMAN SACHS GROUP INC	COM	$1.8M	2084	0.98%	SOLE
27	MASTERCARD INCORPORATED	CL A	$1.7M	3340	0.93%	SOLE
28	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.6M	51317	0.88%	SOLE
29	ISHARES TR	S&P 500 VAL ETF	$1.6M	7388	0.87%	SOLE
30	GRANITESHARES GOLD TR	SHS BEN INT	$1.5M	32611	0.84%	SOLE
31	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.4M	31932	0.80%	SOLE
32	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.4M	24657	0.77%	SOLE
33	ISHARES TR	S&P 500 GRWT ETF	$1.4M	12087	0.76%	SOLE
34	WALMART INC	COM	$1.3M	10419	0.72%	SOLE
35	ISHARES INC	CORE MSCI EMKT	$1.2M	17602	0.69%	SOLE
36	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.2M	19084	0.68%	SOLE
37	ORACLE CORP	COM	$1.2M	8189	0.67%	SOLE
38	UNITED RENTALS INC	COM	$1.2M	1646	0.67%	SOLE
39	ISHARES TR	EAFE VALUE ETF	$1.1M	15114	0.63%	SOLE
40	JPMORGAN CHASE & CO	COM	$1.1M	3724	0.61%	SOLE
41	VISA INC	COM CL A	$1.0M	3369	0.57%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$929K	1939	0.52%	SOLE
43	MCDONALDS CORP	COM	$886K	2849	0.50%	SOLE
44	UNITEDHEALTH GROUP INC	COM	$850K	3142	0.47%	SOLE
45	VANGUARD INDEX FDS	GROWTH ETF	$795K	1820	0.44%	SOLE
46	MERCK & CO INC	COM	$783K	6506	0.44%	SOLE
47	LOCKHEED MARTIN CORP	COM	$759K	1256	0.42%	SOLE
48	ISHARES TR	MSCI USA QLT FCT	$697K	3632	0.39%	SOLE
49	ISHARES TR	EAFE GRWTH ETF	$667K	5987	0.37%	SOLE
50	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$656K	5601	0.37%	SOLE

1–50 of 111

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.