Semus Wealth Partners LLC

CIK 0001964775 • 6 13F filings • May 7, 2025 – Aug 10, 2026

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Filer information

Filed by: Semus Wealth Partners LLC, CEO
Address: 150 E Palmetto Park Road, Penthouse Suite 800, Boca Raton, FL, 33432
Phone: 561-465-7550
AUM: $185.6M

AUM over time

$206.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $185.6M110 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$571K	0.3%Prev: 0.3%	2,500 SH	Decreased+11 SH
ALPHABET INC	CAP STK CL A	$7.0M	3.8%Prev: 3.1%	22,461 SH	Increased+67 SH
ALPHABET INC	CAP STK CL C	$5.9M	3.2%Prev: 2.6%	18,698 SH	Increased+122 SH
AMAZON COM INC	COM	$4.8M	2.6%Prev: 2.5%	20,995 SH	Increased+486 SH
AMGEN INC	COM	$474K	0.3%Prev: 0.2%	1,449 SH	Increased+9 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.4M	0.8%Prev: 0.8%	31,654 SH	Increased+670 SH
APPLE INC	COM	$37.5M	20.2%Prev: 19.9%	138,029 SH	Increased-263 SH
ASML HOLDING N V	N Y REGISTRY SHS	$684K	0.4%Prev: 0.4%	639 SH	Increased-10 SH
AT&T INC	COM	$212K	0.1%Prev: 0.1%	8,541 SH	Decreased-119 SH
BANK AMERICA CORP	COM	$668K	0.4%Prev: 0.4%	12,136 SH	Increased-197 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$950K	0.5%Prev: 0.5%	1,889 SH	Increased+55 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$598K	0.3%Prev: 0.3%	17,947 SH	Increased+1,820 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.3M	1.2%Prev: 1.2%	37,969 SH	Increased+1,586 SH
BLACKROCK ETF TRUST	ISHARES US LARG	$2.7M	1.4%	83,905 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$599K	0.3%Prev: 0.3%	15,522 SH	Increased+959 SH
BLACKROCK MULTI SECTOR INC T	COM	$186K	0.1%Prev: 0.1%	14,241 SH	Decreased-5,281 SH
BOEING CO	COM	$220K	0.1%	1,011 SH	New
BROADCOM INC	COM	$2.1M	1.1%Prev: 1.1%	5,990 SH	Increased+357 SH
BWX TECHNOLOGIES INC	COM	$341K	0.2%Prev: 0.2%	1,973 SH	Decreased
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$118K	0.1%Prev: 0.1%	11,228 SH	Decreased-5,252 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$373K	0.2%	8,388 SH	New
CARVANA CO	CL A	$234K	0.1%	554 SH	New
CATERPILLAR INC	COM	$261K	0.1%Prev: 0.1%	455 SH	Increased+1 SH
CISCO SYS INC	COM	$444K	0.2%Prev: 0.2%	5,765 SH	Increased+33 SH
CITIGROUP INC	COM NEW	$238K	0.1%Prev: 0.1%	2,043 SH	Increased+11 SH
COCA COLA CO	COM	$499K	0.3%Prev: 0.3%	7,145 SH	Increased+86 SH
COSTCO WHSL CORP NEW	COM	$378K	0.2%Prev: 0.3%	439 SH	Decreased-111 SH
DISNEY WALT CO	COM	$255K	0.1%Prev: 0.1%	2,239 SH	Increased+38 SH
DUKE ENERGY CORP NEW	COM NEW	$223K	0.1%Prev: 0.1%	1,903 SH	Decreased+17 SH
EATON VANCE RISK-MANAGED DIV	COM	$145K	0.1%Prev: 0.1%	16,428 SH	Decreased-2,156 SH
EATON VANCE TAX-MANAGED GLOB	COM	$345K	0.2%Prev: 0.2%	36,167 SH	Increased+754 SH
ELI LILLY & CO	COM	$4.8M	2.6%Prev: 1.9%	4,426 SH	Increased+32 SH
EXXON MOBIL CORP	COM	$359K	0.2%Prev: 0.2%	2,983 SH	Decreased-519 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$3.8M	2.0%Prev: 2.0%	144,421 SH	Increased+5,231 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$411K	0.2%Prev: 0.3%	8,372 SH	Decreased-839 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$335K	0.2%Prev: 0.2%	7,549 SH	Increased+85 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.7M	3.1%Prev: 3.1%	105,806 SH	Increased
GE AEROSPACE	COM NEW	$356K	0.2%Prev: 0.2%	1,156 SH	Increased+28 SH
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$4.5M	2.5%Prev: 2.3%	86,054 SH	Increased+8,641 SH
GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$4.3M	2.3%Prev: 2.2%	81,723 SH	Increased+8,389 SH
GOLDMAN SACHS GROUP INC	COM	$1.9M	1.0%Prev: 1.0%	2,166 SH	Increased+18 SH
GRANITESHARES GOLD TR	SHS BEN INT	$1.4M	0.8%Prev: 0.7%	32,844 SH	Increased-53 SH
INTERNATIONAL BUSINESS MACHS	COM	$224K	0.1%Prev: 0.1%	757 SH	Increased+2 SH
INTUITIVE SURGICAL INC	COM NEW	$270K	0.1%Prev: 0.1%	476 SH	Increased-89 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	1.4%Prev: 1.7%	4,131 SH	Decreased-921 SH
ISHARES GOLD TR	ISHARES NEW	$443K	0.2%Prev: 0.2%	5,456 SH	Increased-104 SH
ISHARES INC	CORE MSCI EMKT	$1.4M	0.7%Prev: 0.6%	20,159 SH	Increased+4,568 SH
ISHARES TR	10-20 YR TRS ETF	$298K	0.2%Prev: 0.2%	2,929 SH	Decreased-720 SH
ISHARES TR	CORE S&P500 ETF	$5.5M	3.0%Prev: 3.0%	8,006 SH	Increased+7 SH
ISHARES TR	CORE UNIVRSL USD	$598K	0.3%	12,859 SH	New
ISHARES TR	EAFE VALUE ETF	$1.1M	0.6%Prev: 0.6%	15,663 SH	Increased-743 SH
ISHARES TR	MSCI USA MMENTM	$541K	0.3%Prev: 0.2%	2,160 SH	Increased+688 SH
ISHARES TR	MSCI USA QLT FCT	$756K	0.4%Prev: 0.7%	3,804 SH	Decreased-2,744 SH
ISHARES TR	S&P 100 ETF	$1.1M	0.6%Prev: 0.6%	3,222 SH	Increased+270 SH
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.8%Prev: 0.8%	11,589 SH	Increased+483 SH
ISHARES TR	S&P 500 VAL ETF	$1.7M	0.9%Prev: 0.6%	7,839 SH	Increased+2,306 SH
ISHARES TR	SELECT DIVID ETF	$240K	0.1%Prev: 0.1%	1,699 SH	Increased+16 SH
ISHARES TR	US AER DEF ETF	$315K	0.2%Prev: 0.1%	1,465 SH	Increased+215 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$216K	0.1%	3,989 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.2M	1.2%Prev: 1.3%	23,638 SH	Decreased-148 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$669K	0.4%Prev: 0.4%	5,428 SH	Decreased-559 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$279K	0.2%Prev: 0.2%	5,893 SH	Decreased+17 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.1M	2.2%Prev: 2.4%	72,293 SH	Decreased-531 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$1.3M	0.7%Prev: 0.7%	19,066 SH	Increased+32 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$373K	0.2%Prev: 0.2%	4,988 SH	Increased-24 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.6M	2.5%Prev: 2.5%	78,467 SH	Increased+2,403 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$219K	0.1%Prev: 0.1%	4,307 SH	Decreased-169 SH
JOHNSON & JOHNSON	COM	$1.8M	1.0%Prev: 0.9%	8,594 SH	Increased+86 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.6%Prev: 0.6%	3,629 SH	Increased+15 SH
KKR & CO INC	COM	$234K	0.1%Prev: 0.1%	1,836 SH	Increased+120 SH
KRATOS DEFENSE & SEC SOLUTIO	COM NEW	$228K	0.1%Prev: 0.2%	3,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$703K	0.4%Prev: 0.3%	1,453 SH	Increased+305 SH
MASTERCARD INCORPORATED	CL A	$1.9M	1.0%Prev: 1.1%	3,367 SH	Increased+47 SH
MCDONALDS CORP	COM	$868K	0.5%Prev: 0.5%	2,840 SH	Decreased-33 SH
MERCADOLIBRE INC	COM	$1.5M	0.8%Prev: 1.0%	749 SH	Decreased
MERCK & CO INC	COM	$685K	0.4%Prev: 0.3%	6,510 SH	Increased+55 SH
META PLATFORMS INC	CL A	$2.5M	1.3%Prev: 1.4%	3,727 SH	Decreased+349 SH
MICRON TECHNOLOGY INC	COM	$425K	0.2%Prev: 0.1%	1,487 SH	Increased+1 SH
MICROSOFT CORP	COM	$6.1M	3.3%Prev: 3.6%	12,682 SH	Decreased+275 SH
MORGAN STANLEY	COM NEW	$202K	0.1%	1,137 SH	New
NETFLIX INC	COM	$1.9M	1.0%Prev: 1.4%	20,067 SH	Decreased+18,004 SH
NEXTERA ENERGY INC	COM	$477K	0.3%Prev: 0.3%	5,946 SH	Increased-60 SH
NVIDIA CORPORATION	COM	$8.2M	4.4%Prev: 4.8%	43,925 SH	Decreased-1,785 SH
ORACLE CORP	COM	$1.3M	0.7%Prev: 0.3%	6,482 SH	Increased+4,866 SH
PALO ALTO NETWORKS INC	COM	$507K	0.3%Prev: 0.3%	2,752 SH	Decreased
PEPSICO INC	COM	$255K	0.1%Prev: 0.1%	1,778 SH	Decreased-57 SH
PFIZER INC	COM	$274K	0.1%Prev: 0.2%	10,996 SH	Decreased-24 SH
PIMCO INCOME STRATEGY FD	COM	$86K	0.0%Prev: 0.0%	10,190 SH	Decreased
PROCTER AND GAMBLE CO	COM	$635K	0.3%Prev: 0.4%	4,429 SH	Decreased+28 SH
REAVES UTIL INCOME FD	COM SH BEN INT	$218K	0.1%Prev: 0.2%	5,950 SH	Decreased-2,289 SH
SALESFORCE INC	COM	$567K	0.3%Prev: 0.3%	2,142 SH	Increased-38 SH
SCHWAB CHARLES CORP	COM	$391K	0.2%Prev: 0.2%	3,912 SH	Decreased-369 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.4M	0.8%Prev: 0.8%	50,970 SH	Increased+411 SH
SERVICENOW INC	COM	$395K	0.2%Prev: 0.3%	2,580 SH	Decreased+2,091 SH
SPDR GOLD TR	GOLD SHS	$273K	0.1%	688 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$4.5M	2.4%Prev: 2.5%	6,632 SH	Increased+14 SH
TESLA INC	COM	$5.5M	3.0%Prev: 3.1%	12,236 SH	Increased-66 SH
THERMO FISHER SCIENTIFIC INC	COM	$244K	0.1%	422 SH	New
UNITED RENTALS INC	COM	$844K	0.5%Prev: 0.6%	1,043 SH	Decreased-98 SH
UNITEDHEALTH GROUP INC	COM	$1.0M	0.6%Prev: 0.7%	3,114 SH	Decreased-430 SH
URANIUM ENERGY CORP	COM	$117K	0.1%Prev: 0.1%	10,000 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$367K	0.2%Prev: 0.2%	1,019 SH	Increased+2 SH
VANGUARD INDEX FDS	GROWTH ETF	$886K	0.5%Prev: 0.5%	1,816 SH	Increased+3 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$329K	0.2%Prev: 0.2%	524 SH	Decreased-22 SH
VANGUARD INDEX FDS	VALUE ETF	$301K	0.2%Prev: 0.2%	1,578 SH	Increased+13 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$532K	0.3%Prev: 0.3%	3,710 SH	Increased+17 SH
VANGUARD WORLD FD	INF TECH ETF	$428K	0.2%Prev: 0.3%	568 SH	Decreased-44 SH
VISA INC	COM CL A	$1.2M	0.6%Prev: 0.6%	3,339 SH	Increased+45 SH
VISTRA CORP	COM	$202K	0.1%Prev: 0.1%	1,249 SH	Decreased
WALMART INC	COM	$1.2M	0.6%Prev: 0.6%	10,499 SH	Increased-13 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $2.5M
CHIPOTLE MEXICAN GRILL INC — $381K
FORD MTR CO — $120K
GUGGENHEIM STRATEGIC OPPORTU — $217K
HOME DEPOT INC — $249K
ISHARES TR — $703K
ISHARES TR — $335K
PIMCO CORPORATE & INCM STRG — $136K
PIMCO CORPORATE & INCOME OPP — $165K
PIMCO INCOME STRATEGY FD II — $116K
SPOTIFY TECHNOLOGY S A — $244K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001172661-26-000325	$185.6M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004356	$176.6M	View
Aug 10, 2026	Q2 2026