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Filers›Asset Manager›Semmax Financial Advisors Inc.
DOSSIER · 13F-HR · Q2 2025

Semmax Financial Advisors Inc.

Semmax Financial's asset manager based in Boston, MA — $388M in tracked AUM across 431 positions as of Q2 2025.

SF
Semmax Financial·Boston, MA·Asset Manager
CIK 0001767301 · last filed Jun 30, 2025
Total AUM
$388M
▲ 8.2%
vs prior
Holdings
431
—
positions
Whale Score
36
36
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q2 2025 · Q2 2025

Semmax Financial Advisors Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
01
FLOT
ISHARES TR
$13M254K3.3%
02
VUG
VANGUARD INDEX FDS
$10M23K2.7%
03
JPM
JPMORGAN CHASE & CO.
$10M34K2.5%
04
VOO
VANGUARD INDEX FDS
$9M16K2.4%
05
JAAA
JANUS DETROIT STR TR
$9M182K2.4%
06
NEAR
ISHARES U S ETF TR
$9M173K2.3%
07
MSFT
MICROSOFT CORP
$8M15K2.0%
08
VTV
VANGUARD INDEX FDS
$7M41K1.9%
09
META
META PLATFORMS INC
$7M9K1.9%
10
XOM
EXXON MOBIL CORP
$7M66K1.8%

Filing history

Filing history loading…
AI Agent · grounded in Semmax
haiku-4-5 · 431 positions indexed
Sector mix
  • Tech8%
  • Financials16%
  • Health Care9%
  • Cons. Disc.22%
  • Communications43%
  • Industrials4%
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