Semus Wealth Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Semus Wealth Partners LLC reported 114 stock positions worth $143.5 million. Its top holding was Apple (AAPL) at 21.3% of the portfolio, followed by Nvidia (NVDA, 3.9%) and iShares Core S&P 500 ETF (IVV, 3.8%). Compared with Q4 2024, it opened 12 new positions, sold out of 10, added to 56 and reduced 42. The biggest buy was a new position in FT Vest U.S. Equity Buffer E (FJAN) and the biggest sale an exit from FT Vest US Equity Buff ETF-J (FJUN).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001964775
- Portfolio Value
- $143.5M (Q1 2025)
- SEC Filing
- 0001172661-25-001605 ↗ filed May 7, 2025
Holdings Value
Holdings 114 stocks · $143.5M
| AAPL Apple Inc. | 21.28% | 137,506 | $30.5M | Add +0.1% |
| NVDA Nvidia Corp. | 3.91% | 51,763 | $5.6M | Reduce -6.9% |
| IVV iShares Core S&P 500 ETF | 3.82% | 9,761 | $5.5M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.24% | 12,392 | $4.7M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.71% | 6,963 | $3.9M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.60% | 19,637 | $3.7M | Add +4.2% |
| JEPI JPMorgan Equity Premium Inco | 2.52% | 63,399 | $3.6M | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 2.43% | 22,523 | $3.5M | Add +3.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.35% | 65,019 | $3.4M | Add +8.2% |
| TSLA Tesla Inc. | 2.31% | 12,803 | $3.3M | Reduce -0.2% |
| FJAN FT Vest U.S. Equity Buffer E | 2.15% | 69,524 | $3.1M | New |
| LLY Eli Lilly & Co. | 2.11% | 3,671 | $3.0M | Add +10.1% |
| GOOG Alphabet Inc. Class C | 2.11% | 19,339 | $3.0M | Add +2.8% |
| RDVI FT Vest Rising Dividend Achi | 1.91% | 115,354 | $2.7M | Add +16.4% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 1.75% | 56,314 | $2.5M | Add +16.9% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 1.71% | 52,698 | $2.5M | Add +14.3% |
| NFLX Netflix Inc. | 1.69% | 2,600 | $2.4M | Add +3.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.66% | 5,069 | $2.4M | Add +1.0% |
| META Meta Platforms Inc. Class A | 1.31% | 3,257 | $1.9M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.28% | 11,065 | $1.8M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 1.24% | 3,237 | $1.8M | Add +0.2% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 1.20% | 59,926 | $1.7M | Add +26.0% |
| JGRO JPMorgan Active Growth ETF | 1.18% | 22,933 | $1.7M | Add +5.6% |
| MELI MercadoLibre Inc. | 1.15% | 849 | $1.7M | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 1.02% | 2,672 | $1.5M | Add +21.0% |
| SCHD Schwab US DVD Equity ETF | 0.99% | 50,613 | $1.4M | Reduce -1.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.94% | 33,200 | $1.4M | Add +0.2% |
| UNH Unitedhealth Group Inc. | 0.90% | 2,476 | $1.3M | Add +2.2% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.87% | 25,733 | $1.3M | Add +14.6% |
| V Visa Inc. Class A | 0.84% | 3,449 | $1.2M | Add +0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.77% | 6,462 | $1.1M | Add +19.6% |
| HELO JPMorgan Hedged Equity ETF | 0.77% | 18,417 | $1.1M | Add +22.2% |
| URI United Rentals Inc. | 0.76% | 1,735 | $1.1M | Add +13.3% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 11,283 | $1.0M | Add +4.8% |
| BAR Graniteshares Gold Trust | 0.72% | 33,384 | $1.0M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.63% | 2,905 | $908K | Add +2.3% |
| JPM JPMorgan Chase & Co. | 0.63% | 3,664 | $899K | No change |
| WMT Walmart Inc. | 0.62% | 10,137 | $890K | Add +3.6% |
| AVGO Broadcom Inc. | 0.60% | 5,159 | $864K | Add +14.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.57% | 17,749 | $818K | Reduce -4.7% |
| FFEB FT Vest US Equity Buffer ETF | 0.56% | 16,426 | $801K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.54% | 2,102 | $779K | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.54% | 4,552 | $776K | Reduce -0.1% |
| IVE iShares S&P 500 Value ETF | 0.51% | 3,851 | $734K | Add +43.0% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 12,075 | $712K | Reduce -17.1% |
| PANW Palo Alto Networks Inc. | 0.46% | 3,834 | $654K | Reduce -1.2% |
| BBUS JPMorgan Betabuilders US Equ | 0.43% | 6,162 | $622K | Add +2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 1,057 | $563K | Add +11.5% |
| COST Costco Wholesale Corp. | 0.36% | 550 | $520K | Add +1.1% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.36% | 10,141 | $512K | Add +1.8% |
| ABBV Abbvie Inc. | 0.35% | 2,427 | $508K | Add +1.5% |
| KO The Coca-Cola Co. | 0.35% | 6,979 | $500K | Reduce -0.4% |
| CRM Salesforce Inc. | 0.35% | 1,857 | $498K | Add +3.7% |
| NEE Nextera Energy Inc. | 0.33% | 6,722 | $477K | Reduce -5.1% |
| AMGN Amgen Inc. | 0.32% | 1,496 | $466K | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 11,144 | $465K | Add +1.2% |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 9,115 | $458K | Reduce -4.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.32% | 4,574 | $457K | Reduce -42.7% |
| MRK Merck & Co. Inc. | 0.32% | 5,039 | $452K | Add +8.2% |
| UTG Reaves Utility Income Fund | 0.31% | 13,692 | $446K | Reduce -4.1% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 3,404 | $439K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.31% | 3,688 | $439K | Add +3.2% |
| FSEP FT Vest U.S. Equity Buffer E | 0.28% | 9,070 | $404K | No change |
| BIT BlackRock Multi-Sector Inc. | 0.28% | 27,358 | $396K | Reduce -17.6% |
| FOCT FT Vest U.S. Equity Buffer E | 0.27% | 9,234 | $383K | No change |
| NOW ServiceNow Inc. | 0.26% | 472 | $376K | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.26% | 6,892 | $372K | Add +66.6% |
| LMT Lockheed Martin Corp. | 0.26% | 829 | $370K | Add +25.8% |
| VOO Vanguard S&P 500 ETF | 0.25% | 712 | $366K | Add +3.6% |
| CSCO Cisco Systems Inc. | 0.25% | 5,895 | $364K | Reduce -15.9% |
| IYW iShares Ustechnology ETF | 0.25% | 2,520 | $354K | Add +5.2% |
| SCHW Schwab (charles) Corp. | 0.24% | 4,455 | $349K | Add +0.8% |
| GOF Guggenheim Strategic Opport | 0.24% | 21,826 | $340K | Reduce -20.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.24% | 6,131 | $338K | Reduce -15.8% |
| ISRG Intuitive Surgical Inc. | 0.23% | 652 | $323K | Add +8.1% |
| IAU iShares Gold Trust | 0.21% | 5,228 | $308K | New |
| FDL First Trust Morn DVD Lead Inc. | 0.21% | 6,959 | $302K | Add +20.6% |
| VGT Vanguard Info Tech ETF | 0.21% | 556 | $302K | Reduce -19.9% |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.20% | 11,640 | $289K | Reduce -27.4% |
| PEP Pepsico Inc. | 0.20% | 1,918 | $288K | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.19% | 1,610 | $278K | Reduce -0.1% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.19% | 33,842 | $275K | Add +2.4% |
| HD Home Depot Inc. | 0.19% | 746 | $273K | Reduce -1.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.19% | 412 | $273K | New |
| TLH iShares 10-20 Year Treasury | 0.19% | 2,611 | $271K | New |
| JCPB JPMorgan Core Plus Bond ETF | 0.19% | 5,674 | $267K | Add +10.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.19% | 1,315 | $266K | Add +9.9% |
| OEF iShares S&P 100 ETF | 0.18% | 952 | $258K | New |
| DVY iShares Select Dividend ETF | 0.18% | 1,914 | $257K | Add +0.7% |
| EOS Eaton Vance Enh Eqt Inc. II | 0.18% | 12,108 | $255K | No change |
| PFE Pfizer Inc. | 0.18% | 10,019 | $254K | Reduce -11.6% |
| DUK Duke Energy Corp. | 0.17% | 2,004 | $244K | Add +0.8% |
| T AT&T Inc. | 0.17% | 8,619 | $244K | Reduce -11.2% |
| ETJ Eaton Vance RSK-MGD Divers | 0.16% | 27,935 | $236K | Reduce -12.7% |
| AGG iShares Core U.S. Aggregate | 0.16% | 2,318 | $229K | Reduce -2.5% |
| AMD Advanced Micro Devices | 0.16% | 2,195 | $226K | New |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 452 | $225K | Reduce -4.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 4,411 | $224K | Add +0.7% |
| WM Waste Management Inc. | 0.15% | 953 | $221K | New |
| SMH Vaneck Semiconductor ETF | 0.15% | 1,017 | $215K | Reduce -28.3% |
Portfolio Sells Q4 2024 → Q1 2025
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −1.90 |
| TSLA Tesla Inc. | Reduce -0.2% | 2.31% | −1.12 |
| NVDA Nvidia Corp. | Reduce -6.9% | 3.91% | −1.04 |
| FAUG FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.40 |
| VST Vistra Corp. | Sold out | 0.00% | −0.21 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -42.7% | 0.32% | −0.19 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.19 |
| XYLD Global X S&P 500 Cove Call E | Sold out | 0.00% | −0.18 |
| SAM Boston Beer Company Inc. Class A | Sold out | 0.00% | −0.17 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.14 |
| BTZ BlackRock Credit Allocation | Sold out | 0.00% | −0.09 |
| SMH Vaneck Semiconductor ETF | Reduce -28.3% | 0.15% | −0.08 |
| BKT BlackRock Income Trust | Sold out | 0.00% | −0.08 |
| NOW ServiceNow Inc. | Reduce -1.9% | 0.26% | −0.08 |
| VGT Vanguard Info Tech ETF | Reduce -19.9% | 0.21% | −0.08 |
| CHI Calamos Convert Opport & Inc. | Reduce -18.6% | 0.14% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 2.71% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.0% | 0.32% | −0.06 |
| CAFX Congress Intermediate Bond | Reduce -27.4% | 0.20% | −0.06 |
| BIT BlackRock Multi-Sector Inc. | Reduce -17.6% | 0.28% | −0.05 |
| GOF Guggenheim Strategic Opport | Reduce -20.5% | 0.24% | −0.04 |
| PFN PIMCO Income Strategy FD II | Reduce -25.6% | 0.13% | −0.03 |
| ETJ Eaton Vance RSK-MGD Divers | Reduce -12.7% | 0.16% | −0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -15.8% | 0.24% | −0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.54% | −0.03 |
| PFL PIMCO Income Strategy Fund | Reduce -25.0% | 0.12% | −0.03 |
| NCZ Virtus Convertible & Inc. FD | Sold out | 0.00% | −0.03 |
| PTY PIMCO Corporate & Income Opp | Reduce -18.4% | 0.15% | −0.02 |
| PFE Pfizer Inc. | Reduce -11.6% | 0.18% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -15.9% | 0.25% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -1.2% | 0.46% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -17.1% | 0.50% | −0.01 |
| DNP DNP Select Income Fund Inc. | Reduce -23.1% | 0.09% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -7.8% | 0.14% | −0.01 |
| PCN PIMCO Corporate & Income STR | Reduce -11.3% | 0.13% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 3.82% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.0% | 0.16% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.1% | 0.33% | −0.00 |
| HD Home Depot Inc. | Reduce -1.3% | 0.19% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -2.5% | 0.16% | +0.01 |
| UTG Reaves Utility Income Fund | Reduce -4.1% | 0.31% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -4.7% | 0.57% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.1% | 0.19% | +0.01 |
| T AT&T Inc. | Reduce -11.2% | 0.17% | +0.02 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.54% | +0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 1.31% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.9% | 0.99% | +0.05 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.35% | +0.06 |
| AMGN Amgen Inc. | Reduce -2.1% | 0.32% | +0.06 |
| BAR Graniteshares Gold Trust | Reduce -0.3% | 0.72% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| FJAN FT Vest U.S. Equity Buffer E | New | 2.15% | +2.15 |
| FFEB FT Vest US Equity Buffer ETF | New | 0.56% | +0.56 |
| LLY Eli Lilly & Co. | Add +10.1% | 2.11% | +0.41 |
| RDVI FT Vest Rising Dividend Achi | Add +16.4% | 1.91% | +0.32 |
| JEPI JPMorgan Equity Premium Inco | Add +7.0% | 2.52% | +0.27 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +26.0% | 1.20% | +0.25 |
| IAU iShares Gold Trust | New | 0.21% | +0.21 |
| NFLX Netflix Inc. | Add +3.6% | 1.69% | +0.21 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +14.3% | 1.71% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.19% | +0.19 |
| TLH iShares 10-20 Year Treasury | New | 0.19% | +0.19 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +16.9% | 1.75% | +0.19 |
| OEF iShares S&P 100 ETF | New | 0.18% | +0.18 |
| GS Goldman Sachs Group Inc. | Add +21.0% | 1.02% | +0.18 |
| IVE iShares S&P 500 Value ETF | Add +43.0% | 0.51% | +0.17 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| WM Waste Management Inc. | New | 0.15% | +0.15 |
| HELO JPMorgan Hedged Equity ETF | Add +22.2% | 0.77% | +0.15 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.14% | +0.14 |
| AMP Ameriprise Financial Inc. | New | 0.14% | +0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +19.6% | 0.77% | +0.13 |
| V Visa Inc. Class A | Add +0.8% | 0.84% | +0.13 |
| IEMG iShares Core MSCI Emerging | Add +66.6% | 0.26% | +0.12 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +14.6% | 0.87% | +0.11 |
| MA Mastercard Inc. Class A | Add +0.2% | 1.24% | +0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.5% | 0.39% | +0.11 |
| JEPQ JPM Nasdaq Equity Premium | Add +8.2% | 2.35% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +2.2% | 0.90% | +0.09 |
| MCD McDonald's Corp. | Add +2.3% | 0.63% | +0.09 |
| ABBV Abbvie Inc. | Add +1.5% | 0.35% | +0.07 |
| QBTS D-Wave Quantum Inc. | New | 0.07% | +0.07 |
| FDL First Trust Morn DVD Lead Inc. | Add +20.6% | 0.21% | +0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.2% | 0.94% | +0.05 |
| XOM Exxon Mobil Corp. | Add +3.2% | 0.31% | +0.05 |
| LMT Lockheed Martin Corp. | Add +25.8% | 0.26% | +0.05 |
| URI United Rentals Inc. | Add +13.3% | 0.76% | +0.04 |
| APLD Applied Digital Corp. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +3.6% | 0.62% | +0.03 |
| COST Costco Wholesale Corp. | Add +1.1% | 0.36% | +0.03 |
| JCPB JPMorgan Core Plus Bond ETF | Add +10.8% | 0.19% | +0.03 |
| DUK Duke Energy Corp. | Add +0.8% | 0.17% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.8% | 0.24% | +0.03 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +1.8% | 0.36% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | Add +9.9% | 0.19% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.31% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +8.1% | 0.23% | +0.02 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.18% | +0.01 |
| JGRO JPMorgan Active Growth ETF | Add +5.6% | 1.18% | +0.01 |
| PEP Pepsico Inc. | Add +3.3% | 0.20% | +0.01 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +2.4% | 0.19% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 111 | $206.9M | AAPL, GOOGL, NVDA, IVV, GOOG |
| Q1 2026 | 110 | $179.0M | AAPL, NVDA, GOOGL, MSFT, IVV |
| Q4 2025 | 111 | $185.6M | AAPL, NVDA, GOOGL, MSFT, GOOG |
| Q3 2025 | 113 | $176.6M | AAPL, NVDA, MSFT, TSLA, GOOGL |
| Q2 2025 | 113 | $154.2M | AAPL, NVDA, MSFT, IVV, AMZN |
| Q1 2025 | 114 | $143.5M | AAPL, NVDA, IVV, MSFT, SPY |
| Q4 2024 | 112 | $151.0M | AAPL, NVDA, IVV, TSLA, MSFT |
| Q3 2024 | 121 | $143.0M | AAPL, NVDA, IVV, MSFT, SPY |
| Q2 2024 | 115 | $129.5M | AAPL, NVDA, MSFT, IVV, GOOGL |
| Q1 2024 | 127 | $118.7M | AAPL, IVV, NVDA, MSFT, AMZN |