Q2 2026 13F · SEC CIK 1964775

Semus Wealth Partners LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $206.9M
Reported positions: 111
Top holdings a year, 3 yrs: +20.9%
Assets under management: $262.7M

Semus Wealth Partners LLC is a wealth manager that reported 111 positions worth $206.9M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Apple Inc (AAPL, 18.9%), Alphabet Inc (GOOGL, 4.1%), Nvidia Corporation Com (NVDA, 4.1%). A portfolio copying its top holdings returned 20.9% a year over the last 3 years, against 20.4% for the S&P 500.

Semus Wealth Partners LLC holdings largest 50 of 111 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Semus Wealth Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	18.9%	19.4%	135,255	-1.2%	$39.1M
GOOGLAlphabet Inc	4.1%	3.8%	23,857	+0.7%	$8.5M
NVDANvidia Corporation Com	4.1%	4.2%	42,224	-1.5%	$8.4M
IVVIshares Core S&p 500 ETF	4.0%	3.2%	11,087	+28.3%	$8.3M
GOOGAlphabet Inc	3.2%	3.0%	18,717	+0.8%	$6.6M
MSFTMicrosoft Corp	3.0%	3.5%	16,666	-1.5%	$6.2M
LLYLilly Eli & Co	3.0%	2.4%	5,155	+10.7%	$6.2M
TSLATesla Inc Com	2.8%	2.9%	13,800	-0.5%	$5.8M
GPIQGoldman Sachs ETF Tr	2.8%	2.5%	96,001	+8.3%	$5.7M
JEPQJpmorgan Nasdaq Equity Premium Income Et	2.5%	2.5%	83,243	+3.5%	$5.1M
GPIXGoldman Sachs ETF Tr	2.4%	2.4%	90,432	+7.4%	$5.0M
SPYSpdr S&p 500 ETF Tr	2.4%	2.4%	6,580	-1.0%	$4.9M
AMZNAmazon Com Inc Com	2.4%	2.5%	20,510	-3.8%	$4.9M
FMAYFirst Tr Exchng Traded Fd Vi	2.3%	—	82,839	—	$4.7M
RDVIFirst Trust	2.2%	2.1%	153,022	+3.9%	$4.5M
JEPIJpmorgan Equity Premium Income ETF	2.1%	2.3%	75,807	+2.5%	$4.3M
QQQInvesco Qqq Tr	1.6%	1.3%	4,507	+8.3%	$3.3M
BALIBlackrock ETF Trust	1.5%	1.5%	92,395	+7.2%	$3.1M
METAMeta Platforms Inc Class A	1.4%	1.4%	5,018	+10.9%	$2.8M
DYNFIshares U.s. Equity Factor Rotation Acti	1.2%	1.1%	36,828	+5.8%	$2.5M
AVGOBroadcom Inc	1.2%	1.1%	6,461	+1.4%	$2.4M
JGROJ P Morgan Exchange Traded F	1.1%	1.1%	22,901	-1.6%	$2.3M
JNJJohnson & Johnson	1.1%	1.2%	8,563	-0.4%	$2.2M
GSGoldman Sachs Group Inc	1.0%	1.0%	2,007	-3.7%	$2.0M
MELIMercadolibre Inc	0.9%	1.0%	1,104	+5.2%	$1.9M
IVWIshares	0.8%	0.8%	12,743	+5.4%	$1.8M
NFLXNetflix Inc Total	0.8%	1.2%	23,908	+8.0%	$1.7M
MAMastercard Inc.	0.8%	0.9%	3,299	-1.2%	$1.7M
SCHDSchwab Strategic Tr	0.8%	0.9%	51,161	-0.3%	$1.6M
FFEBFirst Tr Exchng Traded Fd Vi	0.7%	0.8%	24,657	+0.0%	$1.5M
ORCLOracle Corp	0.7%	0.7%	10,008	+22.2%	$1.5M
DIVOAmplify ETF Tr	0.7%	0.8%	32,086	+0.5%	$1.5M
IVEIshares S&p 500 Value ETF	0.7%	0.9%	6,425	-13.0%	$1.5M
MUMicron Technology Inc	0.7%	—	1,223	—	$1.4M
URIUnited Rentals Inc Com	0.6%	0.7%	1,148	-30.3%	$1.3M
HELOJ P Morgan Exchange Traded F	0.6%	0.7%	19,111	+0.1%	$1.3M
BARGraniteshares Gold Tr	0.6%	0.8%	32,231	-1.2%	$1.3M
JPMJpmorgan Chase & Co	0.6%	0.6%	3,689	-0.9%	$1.2M
WMTWalmart Inc	0.6%	0.7%	10,433	+0.1%	$1.2M
PANWPalo Alto Networks Inc	0.6%	—	3,379	—	$1.2M
VVisa Inc Com Cl A	0.5%	0.6%	3,289	-2.4%	$1.1M
ASMLAsml Hldg NV	0.5%	—	544	—	$1.1M
UNHUnitedhealth Group Inc Com	0.5%	0.5%	2,571	-18.2%	$1.1M
IEMGIshares	0.5%	0.7%	12,552	-28.7%	$1.0M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	1,939	+0.0%	$970K
VUGVanguard Indx Fd	0.5%	0.4%	11,203	+515.5%	$965K
IUSBIshares Core Universal Usd Bond ETF	0.4%	—	19,813	—	$914K
BAIIshares A.i. Innovation and Tech Active	0.4%	—	16,057	—	$847K
EFGIshares Tr	0.4%	0.4%	6,793	+13.5%	$845K
MRKMerck & Co. Inc	0.4%	0.4%	6,461	-0.7%	$830K

What Semus Wealth Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.9% /yr; S&P 500 +20.1%
3 years: +20.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$206.9M	111
Q1 2026	$179.0M	110
Q4 2025	$185.6M	111
Q3 2025	$176.6M	113
Q2 2025	$154.2M	113
Q1 2025	$143.5M	114
Q4 2024	$151.0M	112
Q3 2024	$143.0M	121
Q2 2024	$129.5M	115
Q1 2024	$118.7M	127
Q4 2023	$122.0M	129
Q3 2023	$107.4M	116

Questions about Semus Wealth Partners LLC's portfolio

What stocks does Semus Wealth Partners LLC own?

Semus Wealth Partners LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 111 positions worth $206.9M. The largest are Apple Inc (AAPL) at 18.9%, Alphabet Inc (GOOGL) at 4.1%, Nvidia Corporation Com (NVDA) at 4.1%, Ishares Core S&p 500 ETF (IVV) at 4.0% and Alphabet Inc (GOOG) at 3.2%.

What did Semus Wealth Partners LLC buy last quarter?

In Q2 2026, Semus Wealth Partners LLC added Vanguard Indx Fd (VUG) (+515.5% shares), Ishares Core S&p 500 ETF (IVV) (+28.3% shares) and Oracle Corp (ORCL) (+22.2% shares), compared with its Q1 2026 filing.

What did Semus Wealth Partners LLC sell last quarter?

In Q2 2026, Semus Wealth Partners LLC cut from its top 50 First Tr Exchng Traded Fd Vi (FAUG), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Mcdonalds Corp Com (MCD), cut from its top 50 Lockheed Martin Corp Com (LMT), cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), United Rentals Inc Com (URI) (-30.3% shares), Ishares (IEMG) (-28.7% shares) and Unitedhealth Group Inc Com (UNH) (-18.2% shares), compared with its Q1 2026 filing.

How has Semus Wealth Partners LLC's portfolio performed?

A portfolio copying Semus Wealth Partners LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.9% against +20.1%.

When is Semus Wealth Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Semus Wealth Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Semus Wealth Partners LLC manage?

Semus Wealth Partners LLC reported $262.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $206.9M.