Semus Wealth Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Semus Wealth Partners LLC reported 113 stock positions worth $154.2 million. Its top holding was Apple (AAPL) at 18.4% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Microsoft (MSFT, 4.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 57 and reduced 41. The biggest buy was Microsoft (MSFT, shares +1%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- Boca Raton, FL
- CIK
- 0001964775
- Portfolio Value
- $154.2M (Q2 2025)
- SEC Filing
- 0001172661-25-003021 ↗ filed Aug 11, 2025
Holdings Value
Holdings 113 stocks · $154.2M
| AAPL Apple Inc. | 18.35% | 137,936 | $28.3M | Add +0.3% |
| NVDA Nvidia Corp. | 4.86% | 47,430 | $7.5M | Reduce -8.4% |
| MSFT Microsoft Corp. | 4.05% | 12,545 | $6.2M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 3.19% | 7,926 | $4.9M | Reduce -18.8% |
| AMZN Amazon.com Inc. | 2.89% | 20,289 | $4.5M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.70% | 6,749 | $4.2M | Reduce -3.1% |
| TSLA Tesla Inc. | 2.61% | 12,669 | $4.0M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 2.57% | 22,523 | $4.0M | No change |
| JEPI JPMorgan Equity Premium Inco | 2.40% | 65,202 | $3.7M | Add +2.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.39% | 67,689 | $3.7M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 2.15% | 18,720 | $3.3M | Reduce -3.2% |
| FJAN FT Vest U.S. Equity Buffer E | 2.14% | 69,524 | $3.3M | No change |
| LLY Eli Lilly & Co. | 2.02% | 4,003 | $3.1M | Add +9.0% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 1.92% | 59,492 | $3.0M | Add +5.6% |
| RDVI FT Vest Rising Dividend Achi | 1.91% | 119,335 | $2.9M | Add +3.5% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 1.81% | 55,982 | $2.8M | Add +6.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.80% | 5,040 | $2.8M | Reduce -0.6% |
| NFLX Netflix Inc. | 1.79% | 2,063 | $2.8M | Reduce -20.6% |
| META Meta Platforms Inc. Class A | 1.63% | 3,398 | $2.5M | Add +4.3% |
| JGRO JPMorgan Active Growth ETF | 1.30% | 23,269 | $2.0M | Add +1.5% |
| MELI MercadoLibre Inc. | 1.27% | 749 | $2.0M | Reduce -11.8% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 1.22% | 62,434 | $1.9M | Add +4.2% |
| MA Mastercard Inc. Class A | 1.21% | 3,315 | $1.9M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 1.21% | 2,627 | $1.9M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.96% | 5,393 | $1.5M | Add +4.5% |
| JNJ Johnson & Johnson | 0.96% | 9,696 | $1.5M | Reduce -12.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.93% | 26,245 | $1.4M | Add +2.0% |
| DIVO Amplify CWP Enhan Divid ETF | 0.92% | 33,490 | $1.4M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 0.88% | 51,033 | $1.4M | Add +0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.79% | 6,657 | $1.2M | Add +3.0% |
| V Visa Inc. Class A | 0.78% | 3,375 | $1.2M | Reduce -2.1% |
| HELO JPMorgan Hedged Equity ETF | 0.77% | 18,980 | $1.2M | Add +3.1% |
| URI United Rentals Inc. | 0.75% | 1,539 | $1.2M | Reduce -11.3% |
| IVW iShares S&P 500 Growth ETF | 0.74% | 10,373 | $1.1M | Reduce -8.1% |
| EFV iShares MSCI Eafe Value ETF | 0.73% | 17,772 | $1.1M | Add +47.2% |
| BAR Graniteshares Gold Trust | 0.71% | 33,384 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.69% | 3,683 | $1.1M | Add +0.5% |
| WMT Walmart Inc. | 0.65% | 10,194 | $997K | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.61% | 3,016 | $941K | Add +21.8% |
| IVE iShares S&P 500 Value ETF | 0.59% | 4,619 | $903K | Add +19.9% |
| FFEB FT Vest US Equity Buffer ETF | 0.56% | 16,426 | $861K | No change |
| MCD McDonald's Corp. | 0.55% | 2,889 | $844K | Reduce -0.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.54% | 18,081 | $836K | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.53% | 1,857 | $814K | Reduce -11.7% |
| IEMG iShares Core MSCI Emerging | 0.49% | 12,559 | $754K | Add +82.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,486 | $722K | Add +40.6% |
| PG The Procter & Gamble Co. | 0.46% | 4,476 | $713K | Reduce -1.7% |
| BBUS JPMorgan Betabuilders US Equ | 0.42% | 5,763 | $645K | Reduce -6.5% |
| PANW Palo Alto Networks Inc. | 0.37% | 2,814 | $576K | Reduce -26.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 12,123 | $574K | Add +8.8% |
| MRK Merck & Co. Inc. | 0.35% | 6,862 | $543K | Add +36.2% |
| COST Costco Wholesale Corp. | 0.35% | 548 | $542K | Reduce -0.4% |
| CMG Chipotle Mexican Grill Inc. | 0.33% | 9,170 | $515K | Add +0.6% |
| CRM Salesforce Inc. | 0.33% | 1,884 | $514K | Add +1.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.33% | 10,308 | $506K | Add +1.6% |
| KO The Coca-Cola Co. | 0.33% | 7,139 | $505K | Add +2.3% |
| VGT Vanguard Info Tech ETF | 0.31% | 727 | $482K | Add +30.8% |
| NOW ServiceNow Inc. | 0.31% | 467 | $480K | Reduce -1.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.31% | 4,279 | $479K | Reduce -6.5% |
| NEE Nextera Energy Inc. | 0.30% | 6,770 | $470K | Add +0.7% |
| UTG Reaves Utility Income Fund | 0.30% | 12,809 | $463K | Reduce -6.5% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 3,421 | $456K | Add +0.5% |
| ABBV Abbvie Inc. | 0.29% | 2,450 | $455K | Add +0.9% |
| THRO iShares U.S. Thematic Rotati | 0.29% | 12,572 | $447K | New |
| FSEP FT Vest U.S. Equity Buffer E | 0.28% | 9,070 | $435K | No change |
| OEF iShares S&P 100 ETF | 0.28% | 1,397 | $425K | Add +46.7% |
| FOCT FT Vest U.S. Equity Buffer E | 0.27% | 9,234 | $413K | No change |
| CSCO Cisco Systems Inc. | 0.27% | 5,938 | $412K | Add +0.7% |
| AMGN Amgen Inc. | 0.27% | 1,474 | $412K | Reduce -1.5% |
| SCHW Schwab (charles) Corp. | 0.25% | 4,267 | $389K | Reduce -4.2% |
| LMT Lockheed Martin Corp. | 0.25% | 834 | $386K | Add +0.6% |
| BIT BlackRock Multi-Sector Inc. | 0.25% | 26,118 | $381K | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.25% | 3,513 | $379K | Reduce -4.8% |
| IYW iShares Ustechnology ETF | 0.24% | 2,160 | $374K | Reduce -14.3% |
| AGG iShares Core U.S. Aggregate | 0.23% | 3,578 | $355K | Add +54.4% |
| VOO Vanguard S&P 500 ETF | 0.23% | 622 | $353K | Reduce -12.6% |
| ISRG Intuitive Surgical Inc. | 0.23% | 649 | $353K | Reduce -0.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.21% | 411 | $329K | Reduce -0.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.20% | 1,306 | $314K | Reduce -0.7% |
| GOF Guggenheim Strategic Opport | 0.20% | 21,028 | $313K | Reduce -3.7% |
| FDL First Trust Morn DVD Lead Inc. | 0.20% | 7,325 | $307K | Add +5.3% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.20% | 34,641 | $303K | Add +2.4% |
| TLH iShares 10-20 Year Treasury | 0.19% | 2,917 | $296K | Add +11.7% |
| CAFX Congress Intermediate Bond filed as PROFESIONALLY MANAGED PORTFO | 0.19% | 11,861 | $296K | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,123 | $289K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,610 | $285K | No change |
| SMH Vaneck Semiconductor ETF | 0.18% | 1,017 | $284K | No change |
| IAU iShares Gold Trust | 0.18% | 4,534 | $283K | Reduce -13.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,233 | $277K | Add +6.7% |
| ORCL Oracle Corp. | 0.18% | 1,239 | $271K | New |
| EOS Eaton Vance Enh Eqt Inc. II | 0.18% | 11,159 | $270K | Reduce -7.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.17% | 3,795 | $269K | Add +18.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.17% | 5,650 | $266K | Reduce -0.4% |
| PFE Pfizer Inc. | 0.17% | 10,921 | $265K | Add +9.0% |
| PEP Pepsico Inc. | 0.17% | 1,952 | $258K | Add +1.8% |
| ETJ Eaton Vance RSK-MGD Divers | 0.17% | 28,138 | $254K | Add +0.7% |
| T AT&T Inc. | 0.16% | 8,706 | $252K | Add +1.0% |
| HD Home Depot Inc. | 0.16% | 683 | $250K | Reduce -8.4% |
| VST Vistra Corp. | 0.16% | 1,250 | $242K | New |
| DUK Duke Energy Corp. | 0.15% | 1,946 | $230K | Reduce -2.9% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -18.8% | 3.19% | −0.63 |
| JNJ Johnson & Johnson | Reduce -12.4% | 0.96% | −0.32 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.24 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.16 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.16 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.15 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.14 |
| MCD McDonald's Corp. | Reduce -0.6% | 0.55% | −0.08 |
| PANW Palo Alto Networks Inc. | Reduce -26.6% | 0.37% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.46% | −0.08 |
| QBTS D-Wave Quantum Inc. | Sold out | 0.00% | −0.07 |
| V Visa Inc. Class A | Reduce -2.1% | 0.78% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 0.25% | −0.06 |
| AMGN Amgen Inc. | Reduce -1.5% | 0.27% | −0.06 |
| APLD Applied Digital Corp. | Sold out | 0.00% | −0.04 |
| GOF Guggenheim Strategic Opport | Reduce -3.7% | 0.20% | −0.03 |
| IAU iShares Gold Trust | Reduce -13.3% | 0.18% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -9.8% | 0.15% | −0.03 |
| BIT BlackRock Multi-Sector Inc. | Reduce -4.5% | 0.25% | −0.03 |
| HD Home Depot Inc. | Reduce -8.4% | 0.16% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -12.6% | 0.23% | −0.03 |
| DUK Duke Energy Corp. | Reduce -2.9% | 0.15% | −0.02 |
| PCN PIMCO Corporate & Income STR | Reduce -2.8% | 0.11% | −0.02 |
| PFL PIMCO Income Strategy Fund | Reduce -7.3% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.7% | 0.53% | −0.01 |
| BBUS JPMorgan Betabuilders US Equ | Reduce -6.5% | 0.42% | −0.01 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -0.4% | 0.17% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.35% | −0.01 |
| CHI Calamos Convert Opport & Inc. | Reduce -9.2% | 0.13% | −0.01 |
| UTG Reaves Utility Income Fund | Reduce -6.5% | 0.30% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 2.70% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -6.5% | 0.31% | −0.01 |
| URI United Rentals Inc. | Reduce -11.3% | 0.75% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -14.3% | 0.24% | −0.00 |
| EOS Eaton Vance Enh Eqt Inc. II | Reduce -7.8% | 0.18% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -0.5% | 0.23% | +0.00 |
| SCHW Schwab (charles) Corp. | Reduce -4.2% | 0.25% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.1% | 0.74% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -0.7% | 0.20% | +0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.2% | 0.21% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -3.2% | 2.15% | +0.05 |
| NOW ServiceNow Inc. | Reduce -1.1% | 0.31% | +0.05 |
| NFLX Netflix Inc. | Reduce -20.6% | 1.79% | +0.10 |
| MELI MercadoLibre Inc. | Reduce -11.8% | 1.27% | +0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.6% | 1.80% | +0.15 |
| GS Goldman Sachs Group Inc. | Reduce -1.7% | 1.21% | +0.19 |
| TSLA Tesla Inc. | Reduce -1.1% | 2.61% | +0.30 |
| NVDA Nvidia Corp. | Reduce -8.4% | 4.86% | +0.95 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +1.2% | 4.05% | +0.81 |
| AVGO Broadcom Inc. | Add +4.5% | 0.96% | +0.36 |
| META Meta Platforms Inc. Class A | Add +4.3% | 1.63% | +0.32 |
| THRO iShares U.S. Thematic Rotati | New | 0.29% | +0.29 |
| AMZN Amazon.com Inc. | Add +3.3% | 2.89% | +0.28 |
| EFV iShares MSCI Eafe Value ETF | Add +47.2% | 0.73% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +82.2% | 0.49% | +0.23 |
| GE General Electric | New | 0.19% | +0.19 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Add +5.6% | 1.92% | +0.17 |
| VST Vistra Corp. | New | 0.16% | +0.16 |
| KKR KKR & Co. Inc. | New | 0.13% | +0.13 |
| JGRO JPMorgan Active Growth ETF | Add +1.5% | 1.30% | +0.12 |
| VGT Vanguard Info Tech ETF | Add +30.8% | 0.31% | +0.10 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +6.2% | 1.81% | +0.10 |
| OEF iShares S&P 100 ETF | Add +46.7% | 0.28% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +40.6% | 0.47% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +19.9% | 0.59% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +54.4% | 0.23% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.69% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.0% | 0.93% | +0.05 |
| BAC Bank of America Corp. | Add +8.8% | 0.37% | +0.05 |
| UEC Uranium Energy Corp. | New | 0.04% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.1% | 2.39% | +0.04 |
| MRK Merck & Co. Inc. | Add +36.2% | 0.35% | +0.04 |
| DIS The Walt Disney Co. | Add +6.7% | 0.18% | +0.04 |
| JIRE JPMorgan Int Res Enh Eqty | Add +18.6% | 0.17% | +0.03 |
| WMT Walmart Inc. | Add +0.6% | 0.65% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +3.0% | 0.79% | +0.02 |
| BALI Is US LRG CP Pre Inc. Act-Usd | Add +4.2% | 1.22% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +0.6% | 0.33% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.27% | +0.01 |
| RDVI FT Vest Rising Dividend Achi | Add +3.5% | 1.91% | +0.01 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +2.4% | 0.20% | +0.00 |
| HELO JPMorgan Hedged Equity ETF | Add +3.1% | 0.77% | +0.00 |
| TLH iShares 10-20 Year Treasury | Add +11.7% | 0.19% | +0.00 |
| F Ford Motor Co. | Add +1.4% | 0.08% | +0.00 |
| ETJ Eaton Vance RSK-MGD Divers | Add +0.7% | 0.17% | +0.00 |
| PFE Pfizer Inc. | Add +9.0% | 0.17% | −0.01 |
| T AT&T Inc. | Add +1.0% | 0.16% | −0.01 |
| LMT Lockheed Martin Corp. | Add +0.6% | 0.25% | −0.01 |
| CAFX Congress Intermediate Bond | Add +1.9% | 0.19% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Add +0.8% | 0.15% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 0.30% | −0.01 |
| PFN PIMCO Income Strategy FD II | Add +0.3% | 0.12% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Add +5.3% | 0.20% | −0.01 |
| WM Waste Management Inc. | Add +0.3% | 0.14% | −0.01 |
| CMCSA Comcast Corp. Class A | Add +0.9% | 0.13% | −0.01 |
| CRM Salesforce Inc. | Add +1.4% | 0.33% | −0.01 |
| PTY PIMCO Corporate & Income Opp | Add +0.3% | 0.13% | −0.02 |
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 |