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Semus Wealth Partners LLC

Portfolio Manager
Semus Wealth Partners LLC
Performance
-7.75% (2026 Q1)
AUM (13F)
$178.99M
# of Holdings
110
Performance Rank
Allocation (Top 20)
66.72%

Semus Wealth Partners LLC Holdings Map

Top 50 Semus Wealth Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
19.41%136.9K$34.7M
-0.83%(-1.15K)
2025-Q1: 137.5K shares2025-Q2: 137.9K shares2025-Q3: 138.3K shares2025-Q4: 138.0K shares2026-Q1: 136.9K shares
$135.85(+120.00%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.18%42.9K$7.5M
-2.42%(-1.06K)
2025-Q1: 51.8K shares2025-Q2: 47.4K shares2025-Q3: 45.7K shares2025-Q4: 43.9K shares2026-Q1: 42.9K shares
$27.95(+708.07%)
2026-03-31
GOOGL
ALPHABET INC
3.81%23.7K$6.8M
+5.44%(+1.22K)
2025-Q1: 22.5K shares2025-Q2: 22.5K shares2025-Q3: 22.4K shares2025-Q4: 22.5K shares2026-Q1: 23.7K shares
$115.77(+247.79%)
2026-03-31
MSFT
MICROSOFT CORP
3.5%16.9K$6.3M
+33.45%(+4.24K)
2025-Q1: 12.4K shares2025-Q2: 12.5K shares2025-Q3: 12.4K shares2025-Q4: 12.7K shares2026-Q1: 16.9K shares
$318.55(+27.20%)
2026-03-31
IVV
ISHARES TR
3.15%8.6K$5.6M
+7.97%(+638)
2025-Q1: 9.8K shares2025-Q2: 7.9K shares2025-Q3: 8.0K shares2025-Q4: 8.0K shares2026-Q1: 8.6K shares
$429.66(+73.57%)
2026-03-31
GOOG
ALPHABET INC
2.98%18.6K$5.3M
-0.68%(-128)
2025-Q1: 19.3K shares2025-Q2: 18.7K shares2025-Q3: 18.6K shares2025-Q4: 18.7K shares2026-Q1: 18.6K shares
$101.16(+294.46%)
2026-03-31
TSLA
TESLA INC
2.88%13.9K$5.2M
+13.37%(+1.64K)
2025-Q1: 12.8K shares2025-Q2: 12.7K shares2025-Q3: 12.3K shares2025-Q4: 12.2K shares2026-Q1: 13.9K shares
$221.26(+101.24%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
2.5%80.5K$4.5M
+2.53%(+1.99K)
2025-Q1: 65.0K shares2025-Q2: 67.7K shares2025-Q3: 76.1K shares2025-Q4: 78.5K shares2026-Q1: 80.5K shares
$52.15(+14.85%)
2026-03-31
AMZN
AMAZON COM INC
2.48%21.3K$4.4M
+1.58%(+332)
2025-Q1: 19.6K shares2025-Q2: 20.3K shares2025-Q3: 20.5K shares2025-Q4: 21.0K shares2026-Q1: 21.3K shares
$122.13(+121.19%)
2026-03-31
GPIQ
GOLDMAN SACHS ETF TR
2.45%88.7K$4.4M
+3.04%(+2.62K)
2025-Q1: 56.3K shares2025-Q2: 59.5K shares2025-Q3: 77.4K shares2025-Q4: 86.1K shares2026-Q1: 88.7K shares
$48.62(+18.94%)
2026-03-31

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