13F Insight
DOSSIER · 13F-HR · Q2 2026

Semus Wealth Partners LLC

$207M in tracked AUM across 111 positions as of Q2 2026.

SW
CIK 0001964775 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
111
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Semus Wealth Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$39M135K18.9%02
GOOGL
ALPHABET INC
$9M24K4.1%03
NVDA
NVIDIA CORPORATION
$8M42K4.1%04
IVV
ISHARES TR
$8M11K4.0%05
GOOG
ALPHABET INC
$7M19K3.2%06
MSFT
MICROSOFT CORP
$6M17K3.0%07
LLY
ELI LILLY & CO
$6M5K3.0%08
TSLA
TESLA INC
$6M14K2.8%09
GPIQ
GOLDMAN SACHS ETF TR
$6M96K2.8%10
JEPQ
J P MORGAN EXCHANGE TRADED F
$5M83K2.5%

Filing history

2026Q2Jun 30
$207M▲ 15.6%
111 positionsView →2026Q1Mar 31
$179M▼ 3.6%
111 positionsView →2025Q4Dec 31
$186M▲ 5.1%
111 positionsView →2025Q3Sep 30
$177M▲ 14.5%
113 positionsView →2025Q2Jun 30
$154M▲ 7.4%
113 positionsLocked2025Q1Mar 31
$144M▼ 5.0%
114 positionsLocked2024Q4Dec 31
$151M▲ 5.6%
112 positionsLocked2024Q3Sep 30
$143M▲ 10.4%
121 positionsLocked2024Q2Jun 30
$130M▲ 9.1%
115 positionsLocked2024Q1Mar 31
$119M▼ 2.7%
127 positionsLocked2023Q4Dec 31
$122M▲ 13.7%
129 positionsLocked2023Q3Sep 30
$107M▼ 1.4%
116 positionsLocked
Showing 12 of 15