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CIK: 0001964775
Total reported value
$206.9M
$206.9M
110 檔
29.5%
As reported in its official Q1 2026 Form 13F filing, Semus Wealth Partners LLC's tracked investment portfolio stood at $206.9M with 110 total positions.
In Q1 2026, Semus Wealth Partners LLC displayed an active expansion posture, initiating 8 new positions and adding to 63 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 19.41% | -0.49% | -0.83% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.18% | -0.10% | -2.42% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.80% | +0.32% | +5.44% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.50% | +33.45% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.15% | +0.86% | +7.97% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | +0.22% | -0.68% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.88% | -0.07% | +13.37% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.50% | -0.03% | +2.53% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.13% | +2.06% | |
| 10 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 2.45% | +0.30% | +3.04% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.41% | -0.04% | +0.20% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.39% | +0.60% | +5.17% | |
| 13 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.35% | +0.08% | +3.02% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.34% | -0.27% | +2.26% | |
| 15 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 2.33% | -2.33% | EXIT | |
| 16 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.10% | +0.07% | +2.01% | |
| 17 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 1.48% | +0.03% | +2.73% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | -0.08% | +21.38% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.26% | +0.70% | |
| 20 | NFLX | Netflix Inc | Stock-Comm Services | 1.19% | -0.37% | +10.31% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.17% | -0.12% | +0.01% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.13% | +0.08% | -8.31% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.08% | +6.34% | |
| 24 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.10% | -0.01% | -1.51% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.01% | -0.10% | +40.05% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.99% | -0.01% | -3.79% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.11% | -0.80% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.10% | +0.68% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.87% | -0.16% | -5.75% | |
| 30 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.84% | -0.22% | -0.71% | |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.80% | -0.09% | +0.88% | |
| 32 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.77% | -0.04% | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.09% | +4.30% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.15% | -0.76% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | -0.19% | -12.68% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.68% | -0.06% | +0.09% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.67% | +0.04% | +26.33% | |
| 38 | URI | United Rentals Inc | Stock-Industrials | 0.67% | -0.04% | +57.81% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.37% | -3.51% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.03% | +2.62% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.02% | +0.90% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.05% | +2.65% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.13% | +0.32% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | +0.04% | +0.90% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | +0.03% | +0.22% | |
| 46 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.04% | -0.06% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.42% | -0.10% | -13.56% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.39% | -0.39% | EXIT | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.37% | +0.04% | — | |
| 50 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 0.37% | -0.02% | +3.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | URI | United Rentals Inc | +0.2% | +57.81% | Add |
| 2 | JNJ | Johnson & Johnson | +0.2% | +0.01% | Add |
| 3 | MELI | Mercadolibre Inc | +0.2% | +40.05% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.97% | Add |
| 5 | MSFT | Microsoft CORP | +0.2% | +33.45% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +10.31% | Add |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +0.68% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.1% | +21.38% | Add |
| 9 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +2.26% | Add |
| 10 | WMT | Walmart Inc | +0.1% | -0.76% | Trim |
| 11 | BAR | Graniteshares Gold Trust | +0.1% | -0.71% | Trim |
| 12 | MRK | Merck & Co. Inc. | +0.1% | -0.06% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -12.30% | Trim |
| 14 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +2.01% | Add |
| 15 | NEE | Nextera Energy Inc | +0.1% | +1.51% | Add |
| 16 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.1% | +2.73% | Add |
| 17 | JEPQ | JPM Nasdaq Equity Premium | 0% | +2.53% | Add |
| 18 | COST | Costco Wholesale CORP | 0% | +0.23% | Add |
| 19 | LMT | Lockheed Martin CORP | 0% | -13.56% | Trim |
| 20 | FDL | First Trust Morn Dvd Lead In | 0% | +0.72% | Add |
| 21 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +0.88% | Add |
| 22 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +3.02% | Add |
| 23 | KO | Coca-cola Co/the | 0% | -0.74% | Trim |
| 24 | AMGN | Amgen Inc | 0% | +0.62% | Add |
| 25 | TLH | Ishares 10-20 Year Treasury | 0% | +13.38% | Add |
| 26 | T | At&t Inc | 0% | -0.12% | Trim |
| 27 | EFV | Ishares Msci Eafe Value ETF | 0% | -3.51% | Trim |
| 28 | GLD | Spdr Gold Shares | 0% | +3.05% | Add |
| 29 | PFE | Pfizer Inc | 0% | -0.96% | Trim |
| 30 | CAT | Caterpillar Inc | 0% | -9.23% | Trim |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +10.89% | Add |
| 32 | DUK | Duke Energy CORP | 0% | +0.74% | Add |
| 33 | MTUM | Ishares Msci USA Momentum Fa | 0% | +8.56% | Add |
| 34 | IBM | Intl Business Machines CORP | 0% | +33.29% | Add |
| 35 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.40% | Add |
| 36 | UEC | Uranium Energy CORP | 0% | — | Unchanged |
| 37 | MCD | Mcdonald's CORP | 0% | +0.32% | Add |
| 38 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +3.69% | Add |
| 39 | PG | Procter & Gamble Co/the | 0% | +0.52% | Add |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | +5.44% | Add |
| 41 | PEP | Pepsico Inc | 0% | +0.17% | Add |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.65% | Add |
| 43 | DVY | Ishares Select Dividend ETF | 0% | +0.71% | Add |
| 44 | BBUS | Jpmorgan Betabuilders US Equ | 0% | +3.19% | Add |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | -2.94% | Trim |
| 46 | UTG | Reaves Utility Income Fund | 0% | -2.91% | Trim |
| 47 | THRO | Ishares U.s. Thematic Rotati | 0% | +4.89% | Add |
| 48 | VTV | Vanguard Value ETF | 0% | -0.51% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | +0.43% | Add |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +0.03% | Add |
According to official SEC Form 13F filings, Semus Wealth Partners LLC reported a total U.S. public equity portfolio value of $206.9M across 110 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 29.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
FFEB
市值: $1.4M
Top Position Liquidated / Trimmed
FJUL
前期市值: $1.3M
During Q1 2026, Semus Wealth Partners LLC's top holdings by market value included AAPL (19.4%)、NVDA (4.2%)、GOOGL (3.8%). The largest single position, AAPL, represented 19.4% of total portfolio value.
In Q1 2026, Semus Wealth Partners LLC made 116 total portfolio adjustments, initiating 8 new buys, adding to 63 positions, trimming 36 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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