Latest Semus Wealth Partners LLC Stock Portfolio

Semus Wealth Partners LLC Performance:

2026 Q1: -5.82%YTD: -5.82%2025: 14.6%

Performance for 2026 Q1 is -5.82%, and YTD is -5.82%, and 2025 is 14.6%.

About Semus Wealth Partners LLC and 13F Hedge Fund Stock Holdings

Semus Wealth Partners LLC is a hedge fund based in Boca Raton, FL. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Semus Wealth Partners LLC reported an equity portfolio of $179 Millions as of 31 Mar, 2026.

The top stock holdings of Semus Wealth Partners LLC are AAPL, NVDA, GOOG. The fund has invested 19.4% of it's portfolio in APPLE INC and 4.2% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off FIRST TR EXCHNG TRADED FD VI (BUFD), ISHARES TR (IJR) and BWX TECHNOLOGIES INC (BWXT) stocks. They significantly reduced their stock positions in ASML HLDG NV (ASML), ISHARES GOLD TR (IAU) and MICRON TECHNOLOGY INC (MU). Semus Wealth Partners LLC opened new stock positions in FIRST TR EXCHNG TRADED FD VI (AFLG), ISHARES TR (AAXJ) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to UNITED RENTALS INC (URI), MERCADOLIBRE INC (MELI) and MICROSOFT CORP (MSFT).

Semus Wealth Partners LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Semus Wealth Partners LLC made a return of -5.82% in the last quarter. In trailing 12 months, it's portfolio return was 16.18%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchng traded fd vi	1,377,100
ishares tr	666,745
blackrock etf trust	477,188
palantir technologies inc	435,476
blackrock etf trust	426,778
union pac corp	220,917
taiwan semiconductor manufac	206,487
ford mtr co	127,455

New stocks bought by Semus Wealth Partners LLC

Additions

Ticker	% Inc.
united rentals inc	57.81
mercadolibre inc	40.05
microsoft corp	33.45
international business machs	33.29
oracle corp	26.33
meta platforms inc	21.38
salesforce inc	14.47
palo alto networks inc	14.17

Additions to existing portfolio by Semus Wealth Partners LLC

Reductions

Ticker	% Reduced
asml hldg nv	-46.79
ishares gold tr	-33.23
micron technology inc	-26.83
lockheed martin corp	-13.56
ishares inc	-12.68
exxon mobil corp	-12.3
caterpillar inc	-9.23
blackrock etf trust	-8.31

Semus Wealth Partners LLC reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-1,296,460
ishares tr	-1,105,050
bwx technologies inc	-341,013
kkr & co inc	-234,079
ishares tr	-314,521
vistra corp	-201,501
morgan stanley	-201,809
boeing co	-219,508

Semus Wealth Partners LLC got rid off the above stocks

Sector Distribution

Semus Wealth Partners LLC has about 38.7% of it's holdings in Others sector.

Sector	%
Others	38.7
Technology	30.4
Communication Services	9.7
Consumer Cyclical	6.9
Healthcare	6.3
Financial Services	3.7
Consumer Defensive	1.8
Industrials	1.7

Market Cap. Distribution

Semus Wealth Partners LLC has about 60.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	55.8
UNALLOCATED	38.7
LARGE-CAP	4.6

Stocks belong to which Index?

About 59% of the stocks held by Semus Wealth Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	59
Others	40

Top 5 Winners (%)		%
XOM	exxon mobil corp	38.5 %
LMT	lockheed martin corp	23.3 %
CAT	caterpillar inc	22.5 %
JNJ	johnson & johnson	18.1 %
ASML	asml hldg nv	18.0 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	0.3 M
FNDA	schwab strategic tr	0.2 M
LMT	lockheed martin corp	0.2 M
XOM	exxon mobil corp	0.1 M
WMT	walmart inc	0.1 M

Top 5 Losers (%)		%
NOW	servicenow inc	-31.6 %
CRM	salesforce inc	-28.2 %
ORCL	oracle corp	-22.5 %
MSFT	microsoft corp	-21.1 %
ISRG	intuitive surgical inc	-18.1 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.5 M
MSFT	microsoft corp	-1.7 M
TSLA	tesla inc	-1.0 M
LLY	eli lilly & co	-0.7 M
GOOG	alphabet inc	-0.6 M

Semus Wealth Partners LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Semus Wealth Partners LLC

Semus Wealth Partners LLC has 110 stocks in it's portfolio. About 47.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for Semus Wealth Partners LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	19.41	136,878	34,738,400	reduced	-0.83

AAXJ	ishares tr	0.63	15,114	1,123,750	reduced	-3.51

AAXJ	ishares tr	0.37	5,987	666,745	new

AAXJ	ishares tr	0.19	3,321	334,491	added	13.38

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.30	2,503	544,364	added	0.12

ACWF	ishares tr	0.33	12,863	594,142	added	0.03

AFK	vaneck etf trust	0.21	989	379,126	reduced	-2.94

AFLG	first tr exchng traded fd vi	2.33	80,459	4,166,410	reduced	-2.62

AFLG	first tr exchng traded fd vi	0.77	24,657	1,377,100	new

AMGN	amgen inc	0.29	1,458	512,863	added	0.62

AMLX	amplify etf tr	0.80	31,932	1,432,130	added	0.88

AMZN	amazon com inc	2.48	21,327	4,441,770	added	1.58

ASML	asml hldg nv	0.25	340	449,082	reduced	-46.79

AVGO	broadcom inc	1.10	6,370	1,971,490	added	6.34

BA	boeing co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.32	11,589	564,949	reduced	-4.51

BBAX	j p morgan exchange traded f	2.34	73,930	4,190,340	added	2.26

BBAX	j p morgan exchange traded f	0.37	5,601	656,369	added	3.19

BBAX	j p morgan exchange traded f	0.21	4,888	370,197	reduced	-2.00