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 $206.9M across 111 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($39.1M, 18.92%), GOOGL ($8.5M, 4.12%), NVDA ($8.4M, 4.08%), IVV ($8.3M, 4.01%), GOOG ($6.6M, 3.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $39.1M | 18.92% | 135,255 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $8.5M | 4.12% | 23,857 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $8.4M | 4.08% | 42,224 | Trimmed |
| 4 | IVV | ISHARES TR | $8.3M | 4.01% | 11,087 | Added |
| 5 | GOOG | ALPHABET INC | $6.6M | 3.20% | 18,717 | Added |
| 6 | MSFT | MICROSOFT CORP | $6.2M | 3.00% | 16,666 | Trimmed |
| 7 | LLY | ELI LILLY & CO | $6.2M | 2.99% | 5,155 | Added |
| 8 | TSLA | TESLA INC | $5.8M | 2.81% | 13,800 | Trimmed |
| 9 | GPIQ | GOLDMAN SACHS ETF TR | $5.7M | 2.75% | 96,001 | Added |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.47% | 83,243 | Added |
| 11 | GPIX | GOLDMAN SACHS ETF TR | $5.0M | 2.43% | 90,432 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $4.9M | 2.37% | 6,580 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $4.9M | 2.36% | 20,510 | Trimmed |
| 14 | FMAY | FIRST TR EXCHNG TRADED FD VI | $4.7M | 2.25% | 82,839 | New |
| 15 | RDVI | FIRST TR EXCHANGE-TRADED FD | $4.5M | 2.17% | 153,022 | Added |
| 16 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.3M | 2.07% | 75,807 | Added |
| 17 | QQQ | INVESCO QQQ TR | $3.3M | 1.60% | 4,507 | Added |
| 18 | BALI | BLACKROCK ETF TRUST | $3.1M | 1.51% | 92,395 | Added |
| 19 | META | META PLATFORMS INC | $2.8M | 1.37% | 5,018 | Added |
| 20 | DYNF | BLACKROCK ETF TRUST | $2.5M | 1.21% | 36,828 | Added |
| 21 | AVGO | BROADCOM INC | $2.4M | 1.18% | 6,461 | Added |
| 22 | JGRO | J P MORGAN EXCHANGE TRADED F | $2.3M | 1.09% | 22,901 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.2M | 1.05% | 8,563 | Trimmed |
| 24 | GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.98% | 2,007 | Trimmed |
| 25 | MELI | MERCADOLIBRE INC | $1.9M | 0.91% | 1,104 | Added |
Source: SEC Form 13F filings · as of 2026-06-30