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CIK: 0001964775
Total reported value
$219.6M
$219.6M
111 檔
32.3%
In Q2 2026, Semus Wealth Partners LLC's U.S. equity holdings reached a combined market value of $219.6M, distributed across 111 disclosed stock positions.
In Q2 2026, Semus Wealth Partners LLC displayed an active expansion posture, initiating 10 new positions and adding to 56 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.92% | +1.61% | -1.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.12% | -0.19% | +0.74% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | +0.20% | -1.49% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.14% | +28.26% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.20% | -0.35% | +0.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | +0.75% | -1.52% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.99% | -0.33% | +10.74% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.81% | -0.45% | -0.52% | |
| 9 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 2.75% | — | +8.26% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.47% | -0.13% | +3.46% | |
| 11 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 2.43% | +0.08% | +7.42% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | -0.08% | -0.98% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.36% | -0.03% | -4.28% | |
| 14 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 2.25% | -0.09% | — | |
| 15 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.17% | +0.02% | +3.87% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.07% | -0.10% | +2.54% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.60% | +0.01% | +8.34% | |
| 18 | BALI | Is US Lrg Cp Pre Inc Act-usd | ETF-Other | 1.51% | +0.17% | +7.19% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | +0.10% | +10.92% | |
| 20 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.21% | +0.03% | +5.79% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | -0.08% | +1.43% | |
| 22 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.09% | -0.10% | -1.64% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.05% | -0.04% | -0.37% | |
| 24 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.98% | +0.02% | -3.69% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.91% | -0.16% | +5.24% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.04% | +5.43% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 0.83% | +0.02% | +8.01% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.82% | -0.02% | -1.23% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | -0.02% | -0.30% | |
| 30 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.73% | -0.73% | EXIT | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.13% | +22.21% | |
| 32 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.71% | -0.02% | +0.48% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.71% | +0.02% | -13.03% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.68% | +0.04% | +12.41% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.63% | -0.29% | -30.26% | |
| 36 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.62% | -0.01% | +0.14% | |
| 37 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.62% | -0.02% | -1.17% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | -0.02% | -0.94% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.06% | +0.13% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | +0.07% | +7.54% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.03% | -2.37% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.52% | +0.02% | +60.00% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | -0.09% | -18.17% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.18% | -28.69% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.08% | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.47% | -0.02% | +515.55% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.44% | +0.08% | +54.03% | |
| 48 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.41% | -0.08% | -13.71% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.41% | -0.05% | +13.46% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | — | -0.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FMAY | Ft Vest US Equity Buffer ETF | +2.3% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +28.26% | Add |
| 3 | LLY | Eli Lilly & Co | +0.6% | +10.74% | Add |
| 4 | MU | Micron Technology Inc | +0.5% | +12.41% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.74% | Add |
| 6 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.3% | +8.26% | Add |
| 7 | AMD | Advanced Micro Devices | +0.3% | NEW | New buy |
| 8 | CORO | Ish Intl Ctry Rot Act ETF | +0.3% | NEW | New buy |
| 9 | PANW | Palo Alto Networks Inc | +0.3% | +7.54% | Add |
| 10 | ASML | ASML Holding N.V. | +0.3% | +60.00% | Add |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +8.34% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.79% | Add |
| 13 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +54.03% | Add |
| 16 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 17 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 18 | SMH | Vaneck Semiconductor ETF | +0.1% | — | Unchanged |
| 19 | AXP | American Express Co | +0.1% | NEW | New buy |
| 20 | RDVY | First Trust Rising Dividend | +0.1% | NEW | New buy |
| 21 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.43% | Add |
| 23 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | +7.42% | Add |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +5.79% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | +1.43% | Add |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +0.47% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | +10.65% | Add |
| 28 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +3.87% | Add |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -13.71% | Trim |
| 30 | PLTR | Palantir Technologies Inc-a | +0.1% | +85.46% | Add |
| 31 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +16.86% | Add |
| 32 | IBM | Intl Business Machines CORP | +0.1% | +42.72% | Add |
| 33 | JBND | Jpmorgan Active Bond ETF | +0.1% | +60.70% | Add |
| 34 | ORCL | Oracle CORP | 0% | +22.21% | Add |
| 35 | UNH | Unitedhealth Group Inc | 0% | -18.17% | Trim |
| 36 | EFG | Ishares Msci Eafe Growth ETF | 0% | +13.46% | Add |
| 37 | MTUM | Ishares Msci USA Momentum Fa | 0% | -8.66% | Trim |
| 38 | BALI | Is US Lrg Cp Pre Inc Act-usd | 0% | +7.19% | Add |
| 39 | VUG | Vanguard Growth ETF | 0% | +515.55% | Add |
| 40 | VGT | Vanguard Info Tech ETF | 0% | +664.85% | Add |
| 41 | GE | General Electric | 0% | -2.95% | Trim |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.33% | Trim |
| 43 | GLD | Spdr Gold Shares | 0% | +42.31% | Add |
| 44 | C | Citigroup Inc | 0% | +0.42% | Add |
| 45 | F | Ford Motor Co | 0% | +9.73% | Add |
| 46 | IDEF | Ishares Def Industrials Act | — | +20.60% | Add |
| 47 | CGGR | Cap Group Growth Equity | — | +0.82% | Add |
| 48 | XEXGX | Eaton Vance Tax-managed Glob | — | +2.07% | Add |
| 49 | NOW | Servicenow Inc | — | +20.68% | Add |
| 50 | JGRO | Jpmorgan Active Growth ETF | 0% | -1.64% | Trim |
According to official SEC Form 13F filings, Semus Wealth Partners LLC reported a total U.S. public equity portfolio value of $219.6M across 111 disclosed positions in Q2 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, GOOGL, NVDA) accounted for 32.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
FMAY
市值: $4.7M
Top Position Liquidated / Trimmed
FAUG
前期市值: $4.2M
During Q2 2026, Semus Wealth Partners LLC's top holdings by market value included AAPL (18.9%)、GOOGL (4.1%)、NVDA (4.1%). The largest single position, AAPL, represented 18.9% of total portfolio value.
In Q2 2026, Semus Wealth Partners LLC made 116 total portfolio adjustments, initiating 10 new buys, adding to 56 positions, trimming 41 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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