Semus Wealth Partners LLC

13F filer · CIK 0001964775

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$207MU.S. long equity reported on 13F

Positions706 new · 7 closed

Net flow last quarter+$1.57MBuys minus sells

Top 10 positions weight45.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 202670 positions
AAPLApple Inc.	$39.1M	18.92%	0.00%	-1.2%	Q4 2022
GOOGLAlphabet Inc.	$8.53M	4.12%	0.00%	+0.7%	Q4 2022
NVDANvidia Corp	$8.45M	4.08%	0.00%	-1.5%	Q4 2022
GOOGAlphabet Inc.	$6.61M	3.20%	Not reported	+0.8%	Q4 2022
MSFTMicrosoft Corp	$6.22M	3.00%	0.00%	-1.5%	Q4 2022
LLYELI LILLY & Co	$6.18M	2.99%	0.00%	+10.7%	Q4 2022
TSLATesla, Inc.	$5.8M	2.81%	0.00%	-0.5%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.91M	2.37%	Not reported	-1.0%	Q4 2022
AMZNAmazon Com Inc	$4.89M	2.36%	0.00%	-3.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.32M	1.60%	Not reported	+8.3%	Q4 2022
METAMeta Platforms, Inc.	$2.83M	1.37%	Not reported	+10.9%	Q4 2022
AVGOBroadcom Inc.	$2.44M	1.18%	0.00%	+1.4%	Q2 2024
JNJJohnson & Johnson	$2.17M	1.05%	0.00%	-0.4%	Q4 2022
GSGoldman Sachs Group Inc	$2.03M	0.98%	0.00%	-3.7%	Q4 2022
MELIMercadolibre Inc	$1.87M	0.91%	0.00%	+5.2%	Q4 2022
NFLXNetflix Inc	$1.71M	0.83%	0.00%	+8.0%	Q4 2022
MAMastercard Inc	$1.69M	0.82%	0.00%	-1.2%	Q4 2022
ORCLOracle Corp	$1.47M	0.71%	0.00%	+22.2%	Q2 2025
MUMicron Technology Inc	$1.41M	0.68%	0.00%	+12.4%	Q3 2025
URIUnited Rentals, Inc.	$1.3M	0.63%	0.00%	-30.3%	Q4 2022
BARGraniteShares Gold Trust	$1.27M	0.62%	0.10%	-1.2%	Q4 2022
JPMJPMorgan Chase & Co	$1.21M	0.58%	0.00%	-0.9%	Q4 2022
WMTWalmart Inc.	$1.18M	0.57%	0.00%	+0.1%	Q4 2022
PANWPalo Alto Networks Inc	$1.15M	0.56%	0.00%	+7.5%	Q2 2023
VVisa Inc.	$1.13M	0.55%	0.00%	-2.4%	Q4 2022
ASMLAsml Holding NV	$1.08M	0.52%	0.00%	+60.0%	Q3 2024
UNHUnitedhealth Group Inc	$1.07M	0.52%	0.00%	-18.2%	Q4 2022
BRK.BBerkshire Hathaway Inc	$970K	0.47%	Not reported	Not reported	Q4 2022
MRKMerck & Co., Inc.	$830K	0.40%	0.00%	-0.7%	Q4 2022
MCDMcdonalds Corp	$755K	0.36%	0.00%	-2.0%	Q4 2022
CSCOCisco Systems, Inc.	$683K	0.33%	0.00%	+0.5%	Q4 2022
LMTLockheed Martin Corp	$665K	0.32%	0.00%	+3.8%	Q4 2022
SMHMarket Vectors ETF Trust	$649K	0.31%	Not reported	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$644K	0.31%	0.00%	+85.5%	Q1 2026
PGPROCTER & GAMBLE Co	$640K	0.31%	0.00%	-1.9%	Q4 2022
ABBVAbbVie Inc.	$606K	0.29%	0.00%	-3.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$605K	0.29%	0.00%	Not reported	Q1 2025
BACBank of America Corp	$602K	0.29%	0.00%	-8.9%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$591K	0.29%	Not reported	+0.4%	Q4 2022
KOCoca Cola Co	$564K	0.27%	0.00%	-2.2%	Q4 2022
AMGNAmgen Inc	$531K	0.26%	0.00%	+0.6%	Q4 2022
NEENextera Energy Inc	$530K	0.26%	0.00%	0.0%	Q4 2022
CRMSalesforce, Inc.	$526K	0.25%	0.00%	+36.8%	Q4 2022
CATCaterpillar Inc	$487K	0.24%	0.00%	+10.7%	Q4 2023
THROTheron Resource Group	$481K	0.23%	0.14%	-31.4%	Q2 2025
GEGeneral Electric Co	$455K	0.22%	0.00%	-3.0%	Q2 2025
COSTCostco Wholesale Corp	$410K	0.20%	0.00%	-0.5%	Q2 2023
IBMInternational Business Machines Corp	$405K	0.20%	0.00%	+42.7%	Q4 2023
GLDSPDR Gold Trust	$372K	0.18%	0.00%	+42.3%	Q4 2025
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$370K	0.18%	Not reported	+2.1%	Q4 2022

Q1 2026Reported Apr 24, 202671 positions
AAPLApple Inc.	$34.7M	19.41%	0.00%	-0.8%	Q4 2022
NVDANvidia Corp	$7.48M	4.18%	0.00%	-2.4%	Q4 2022
GOOGLAlphabet Inc.	$6.81M	3.80%	0.00%	+5.4%	Q4 2022
MSFTMicrosoft Corp	$6.26M	3.50%	0.00%	+33.5%	Q4 2022
GOOGAlphabet Inc.	$5.33M	2.98%	Not reported	-0.7%	Q4 2022
TSLATesla, Inc.	$5.16M	2.88%	0.00%	+13.4%	Q4 2022
AMZNAmazon Com Inc	$4.44M	2.48%	0.00%	+1.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.32M	2.41%	Not reported	+0.2%	Q4 2022
LLYELI LILLY & Co	$4.28M	2.39%	0.00%	+5.2%	Q4 2022
METAMeta Platforms, Inc.	$2.59M	1.45%	Not reported	+21.4%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.4M	1.34%	Not reported	+0.7%	Q4 2022
NFLXNetflix Inc	$2.13M	1.19%	0.00%	+10.3%	Q4 2022
JNJJohnson & Johnson	$2.1M	1.17%	0.00%	0.0%	Q4 2022
AVGOBroadcom Inc.	$1.97M	1.10%	0.00%	+6.3%	Q2 2024
MELIMercadolibre Inc	$1.81M	1.01%	0.00%	+40.1%	Q4 2022
GSGoldman Sachs Group Inc	$1.76M	0.99%	0.00%	-3.8%	Q4 2022
MAMastercard Inc	$1.67M	0.93%	0.00%	-0.8%	Q4 2022
BARGraniteShares Gold Trust	$1.5M	0.84%	0.09%	-0.7%	Q4 2022
WMTWalmart Inc.	$1.29M	0.72%	0.00%	-0.8%	Q4 2022
ORCLOracle Corp	$1.2M	0.67%	0.00%	+26.3%	Q2 2025
URIUnited Rentals, Inc.	$1.2M	0.67%	0.00%	+57.8%	Q4 2022
JPMJPMorgan Chase & Co	$1.1M	0.61%	0.00%	+2.6%	Q4 2022
VVisa Inc.	$1.02M	0.57%	0.00%	+0.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$929K	0.52%	Not reported	+2.7%	Q4 2022
MCDMcdonalds Corp	$886K	0.49%	0.00%	+0.3%	Q4 2022
UNHUnitedhealth Group Inc	$850K	0.48%	0.00%	+0.9%	Q4 2022
MRKMerck & Co., Inc.	$783K	0.44%	0.00%	-0.1%	Q4 2022
LMTLockheed Martin Corp	$759K	0.42%	0.00%	-13.6%	Q4 2022
PGPROCTER & GAMBLE Co	$643K	0.36%	0.00%	+0.5%	Q4 2022
THROTheron Resource Group	$590K	0.33%	0.21%	+4.9%	Q2 2025
BACBank of America Corp	$565K	0.32%	0.00%	-4.5%	Q4 2022
NEENextera Energy Inc	$561K	0.31%	0.00%	+1.5%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$552K	0.31%	Not reported	+0.4%	Q4 2022
ABBVAbbVie Inc.	$544K	0.30%	0.00%	+0.1%	Q4 2022
KOCoca Cola Co	$539K	0.30%	0.00%	-0.7%	Q4 2022
AMGNAmgen Inc	$513K	0.29%	0.00%	+0.6%	Q4 2022
PANWPalo Alto Networks Inc	$504K	0.28%	0.00%	+14.2%	Q2 2023
CRMSalesforce, Inc.	$458K	0.26%	0.00%	+14.5%	Q4 2022
CSCOCisco Systems, Inc.	$449K	0.25%	0.00%	+0.4%	Q4 2022
ASMLAsml Holding NV	$449K	0.25%	0.00%	-46.8%	Q3 2024
XOMExxonMobil Holdings Corp	$444K	0.25%	0.00%	-12.3%	Q4 2022
COSTCostco Wholesale Corp	$439K	0.25%	0.00%	+0.2%	Q2 2023
PLTRPalantir Technologies Inc.	$435K	0.24%	0.00%	New	Q1 2026
SMHMarket Vectors ETF Trust	$379K	0.21%	Not reported	-2.9%	Q4 2023
MUMicron Technology Inc	$368K	0.21%	0.00%	-26.8%	Q3 2025
SCHWSchwab Charles Corp	$359K	0.20%	0.00%	-2.4%	Q4 2023
GEGeneral Electric Co	$356K	0.20%	0.00%	+8.6%	Q2 2025
IAUIshares Gold Trust	$321K	0.18%	0.00%	-33.2%	Q1 2025
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$320K	0.18%	Not reported	+2.1%	Q4 2022
PFEPfizer Inc	$306K	0.17%	0.00%	-1.0%	Q4 2022

Q4 2025Reported Jan 27, 202673 positions
AAPLApple Inc.	$37.5M	20.21%	0.00%	-0.2%	Q4 2022
NVDANvidia Corp	$8.19M	4.41%	0.00%	-3.9%	Q4 2022
GOOGLAlphabet Inc.	$7.03M	3.79%	0.00%	+0.3%	Q4 2022
MSFTMicrosoft Corp	$6.13M	3.30%	0.00%	+2.2%	Q4 2022
GOOGAlphabet Inc.	$5.87M	3.16%	Not reported	+0.7%	Q4 2022
TSLATesla, Inc.	$5.5M	2.96%	0.00%	-0.5%	Q4 2022
AMZNAmazon Com Inc	$4.85M	2.61%	0.00%	+2.4%	Q4 2022
LLYELI LILLY & Co	$4.76M	2.56%	0.00%	+0.7%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.52M	2.44%	Not reported	+0.2%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$2.54M	1.37%	Not reported	-18.2%	Q4 2022
METAMeta Platforms, Inc.	$2.46M	1.33%	Not reported	+10.3%	Q4 2022
AVGOBroadcom Inc.	$2.07M	1.12%	0.00%	+6.3%	Q2 2024
MAMastercard Inc	$1.92M	1.04%	0.00%	+1.4%	Q4 2022
GSGoldman Sachs Group Inc	$1.9M	1.03%	0.00%	+0.8%	Q4 2022
NFLXNetflix Inc	$1.88M	1.01%	0.00%	-2.7%	Q4 2022
JNJJohnson & Johnson	$1.78M	0.96%	0.00%	+1.0%	Q4 2022
MELIMercadolibre Inc	$1.51M	0.81%	0.00%	Not reported	Q4 2022
BARGraniteShares Gold Trust	$1.4M	0.75%	0.09%	-0.2%	Q4 2022
ORCLOracle Corp	$1.26M	0.68%	0.00%	+301.1%	Q2 2025
VVisa Inc.	$1.17M	0.63%	0.00%	+1.4%	Q4 2022
WMTWalmart Inc.	$1.17M	0.63%	0.00%	-0.1%	Q4 2022
JPMJPMorgan Chase & Co	$1.17M	0.63%	0.00%	+0.4%	Q4 2022
UNHUnitedhealth Group Inc	$1.03M	0.55%	0.00%	-12.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$950K	0.51%	Not reported	+3.0%	Q4 2022
MCDMcdonalds Corp	$868K	0.47%	0.00%	-1.2%	Q4 2022
URIUnited Rentals, Inc.	$844K	0.45%	0.00%	-8.6%	Q4 2022
LMTLockheed Martin Corp	$703K	0.38%	0.00%	+26.6%	Q4 2022
MRKMerck & Co., Inc.	$685K	0.37%	0.00%	+0.9%	Q4 2022
ASMLAsml Holding NV	$684K	0.37%	0.00%	-1.5%	Q3 2024
BACBank of America Corp	$668K	0.36%	0.00%	-1.6%	Q4 2022
PGPROCTER & GAMBLE Co	$635K	0.34%	0.00%	+0.6%	Q4 2022
THROTheron Resource Group	$599K	0.32%	0.20%	+6.6%	Q2 2025
ABBVAbbVie Inc.	$571K	0.31%	0.00%	+0.4%	Q4 2022
CRMSalesforce, Inc.	$567K	0.31%	0.00%	-1.7%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$532K	0.29%	Not reported	+0.5%	Q4 2022
PANWPalo Alto Networks Inc	$507K	0.27%	0.00%	Not reported	Q2 2023
KOCoca Cola Co	$499K	0.27%	0.00%	+1.2%	Q4 2022
NEENextera Energy Inc	$477K	0.26%	0.00%	-1.0%	Q4 2022
AMGNAmgen Inc	$474K	0.26%	0.00%	+0.6%	Q4 2022
CSCOCisco Systems, Inc.	$444K	0.24%	0.00%	+0.6%	Q4 2022
IAUIshares Gold Trust	$443K	0.24%	0.00%	-1.9%	Q1 2025
MUMicron Technology Inc	$425K	0.23%	0.00%	+0.1%	Q3 2025
NOWServiceNow, Inc.	$395K	0.21%	0.00%	+5.5%	Q4 2022
SCHWSchwab Charles Corp	$391K	0.21%	0.00%	-8.6%	Q4 2023
COSTCostco Wholesale Corp	$378K	0.20%	0.00%	-20.2%	Q2 2023
SMHMarket Vectors ETF Trust	$367K	0.20%	Not reported	+0.2%	Q4 2023
XOMExxonMobil Holdings Corp	$359K	0.19%	0.00%	-14.8%	Q4 2022
GEGeneral Electric Co	$356K	0.19%	0.00%	+2.5%	Q2 2025
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$345K	0.19%	Not reported	+2.1%	Q4 2022
BWXTBWX Technologies, Inc.	$341K	0.18%	0.00%	Not reported	Q3 2025

Q3 2025Reported Oct 22, 202576 positions
AAPLApple Inc.	$35.2M	19.94%	0.00%	+0.3%	Q4 2022
NVDANvidia Corp	$8.53M	4.83%	0.00%	-3.6%	Q4 2022
MSFTMicrosoft Corp	$6.43M	3.64%	0.00%	-1.1%	Q4 2022
TSLATesla, Inc.	$5.47M	3.10%	0.00%	-2.9%	Q4 2022
GOOGLAlphabet Inc.	$5.44M	3.08%	0.00%	-0.6%	Q4 2022
GOOGAlphabet Inc.	$4.52M	2.56%	Not reported	-0.8%	Q4 2022
AMZNAmazon Com Inc	$4.5M	2.55%	0.00%	+1.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$4.41M	2.50%	Not reported	-1.9%	Q4 2022
LLYELI LILLY & Co	$3.35M	1.90%	0.00%	+9.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$3.03M	1.72%	Not reported	+0.2%	Q4 2022
METAMeta Platforms, Inc.	$2.48M	1.40%	Not reported	-0.6%	Q4 2022
NFLXNetflix Inc	$2.47M	1.40%	0.00%	Not reported	Q4 2022
MAMastercard Inc	$1.89M	1.07%	0.00%	+0.2%	Q4 2022
AVGOBroadcom Inc.	$1.86M	1.05%	0.00%	+4.5%	Q2 2024
MELIMercadolibre Inc	$1.75M	0.99%	0.00%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$1.71M	0.97%	0.00%	-18.2%	Q4 2022
JNJJohnson & Johnson	$1.58M	0.89%	0.00%	-12.3%	Q4 2022
BARGraniteShares Gold Trust	$1.25M	0.71%	0.10%	-1.5%	Q4 2022
UNHUnitedhealth Group Inc	$1.22M	0.69%	0.00%	+17.5%	Q4 2022
JPMJPMorgan Chase & Co	$1.14M	0.65%	0.00%	-1.9%	Q4 2022
VVisa Inc.	$1.12M	0.64%	0.00%	-2.4%	Q4 2022
URIUnited Rentals, Inc.	$1.09M	0.62%	0.00%	-25.9%	Q4 2022
WMTWalmart Inc.	$1.08M	0.61%	0.00%	+3.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$922K	0.52%	Not reported	+23.4%	Q4 2022
MCDMcdonalds Corp	$873K	0.49%	0.00%	-0.6%	Q4 2022
PGPROCTER & GAMBLE Co	$676K	0.38%	0.00%	-1.7%	Q4 2022
BACBank of America Corp	$636K	0.36%	0.00%	+1.7%	Q4 2022
ASMLAsml Holding NV	$628K	0.36%	0.00%	+57.9%	Q3 2024
ABBVAbbVie Inc.	$576K	0.33%	0.00%	+1.6%	Q4 2022
LMTLockheed Martin Corp	$573K	0.32%	0.00%	+37.7%	Q4 2022
PANWPalo Alto Networks Inc	$560K	0.32%	0.00%	-2.2%	Q2 2023
THROTheron Resource Group	$551K	0.31%	0.18%	+15.8%	Q2 2025
MRKMerck & Co., Inc.	$542K	0.31%	0.00%	-5.9%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$521K	0.29%	Not reported	+8.0%	Q4 2022
CRMSalesforce, Inc.	$517K	0.29%	0.00%	+15.7%	Q4 2022
COSTCostco Wholesale Corp	$509K	0.29%	0.00%	+0.4%	Q2 2023
KOCoca Cola Co	$468K	0.27%	0.00%	-1.1%	Q4 2022
ORCLOracle Corp	$455K	0.26%	0.00%	+30.4%	Q2 2025
NEENextera Energy Inc	$453K	0.26%	0.00%	-11.3%	Q4 2022
NOWServiceNow, Inc.	$450K	0.25%	0.00%	+4.7%	Q4 2022
SCHWSchwab Charles Corp	$409K	0.23%	0.00%	+0.3%	Q4 2023
AMGNAmgen Inc	$406K	0.23%	0.00%	-2.3%	Q4 2022
IAUIshares Gold Trust	$405K	0.23%	0.00%	+22.6%	Q1 2025
XOMExxonMobil Holdings Corp	$395K	0.22%	0.00%	-0.3%	Q4 2022
CSCOCisco Systems, Inc.	$392K	0.22%	0.00%	-3.5%	Q4 2022
CMGChipotle Mexican Grill Inc	$381K	0.22%	0.00%	+6.1%	Q3 2024
BWXTBWX Technologies, Inc.	$364K	0.21%	0.00%	New	Q3 2025
GEGeneral Electric Co	$339K	0.19%	0.00%	+0.5%	Q2 2025
SMHMarket Vectors ETF Trust	$332K	0.19%	Not reported	Not reported	Q4 2023
UTGReaves Utility Income Fund	$326K	0.18%	Not reported	-35.7%	Q4 2022

Premium opens every quarter this fund has filed