Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Semus Wealth Partners LLC (CIK 1964775) reported $179.0M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($34.7M, 19.41%), NVDA ($7.5M, 4.18%), GOOGL ($6.8M, 3.80%), MSFT ($6.3M, 3.50%), IVV ($5.6M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $34.7M | 19.41% | 136,878 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $7.5M | 4.18% | 42,863 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $6.8M | 3.80% | 23,682 | Added |
| 4 | MSFT | MICROSOFT CORP | $6.3M | 3.50% | 16,924 | Added |
| 5 | IVV | ISHARES TR | $5.6M | 3.15% | 8,644 | Added |
| 6 | GOOG | ALPHABET INC | $5.3M | 2.98% | 18,570 | Trimmed |
| 7 | TSLA | TESLA INC | $5.2M | 2.88% | 13,872 | Added |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | $4.5M | 2.50% | 80,456 | Added |
| 9 | AMZN | AMAZON COM INC | $4.5M | 2.49% | 21,427 | Added |
| 10 | GPIQ | GOLDMAN SACHS ETF TR | $4.4M | 2.45% | 88,673 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $4.3M | 2.41% | 6,645 | Added |
| 12 | LLY | ELI LILLY & CO | $4.3M | 2.39% | 4,655 | Added |
| 13 | GPIX | GOLDMAN SACHS ETF TR | $4.2M | 2.35% | 84,188 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.2M | 2.34% | 73,930 | Added |
| 15 | FAUG | FIRST TR EXCHNG TRADED FD VI | $4.2M | 2.33% | 80,459 | Trimmed |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | $3.8M | 2.10% | 147,317 | Added |
| 17 | BALI | BLACKROCK ETF TRUST | $2.7M | 1.48% | 86,194 | Added |
| 18 | META | META PLATFORMS INC | $2.6M | 1.45% | 4,524 | Added |
| 19 | QQQ | INVESCO QQQ TR | $2.4M | 1.34% | 4,160 | Added |
| 20 | NFLX | NETFLIX INC. | $2.1M | 1.19% | 22,135 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.17% | 8,595 | Added |
| 22 | DYNF | BLACKROCK ETF TRUST | $2.0M | 1.13% | 34,812 | Trimmed |
| 23 | AVGO | BROADCOM INC | $2.0M | 1.10% | 6,370 | Added |
| 24 | JGRO | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.10% | 23,282 | Trimmed |
| 25 | MELI | MERCADOLIBRE INC | $1.8M | 1.01% | 1,049 | Added |
Source: SEC Form 13F filings · as of 2026-03-31