Semus Wealth Partners LLC Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$185.6M
Holdings
111
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (111 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $37.5M |
NVDANVIDIA CORPORATION | $8.2M |
GOOGLALPHABET INC | $7.0M |
MSFTMICROSOFT CORP | $6.1M |
GOOGALPHABET INC | $5.9M |
TSLATESLA INC | $5.5M |
IVVISHARES TR | $5.5M |
AMZNAMAZON COM INC | $4.8M |
LLYELI LILLY & CO | $4.8M |
JEPQJ P MORGAN EXCHANGE TRADED F | $4.6M |
GPIQGOLDMAN SACHS ETF TR | $4.5M |
SPYSPDR S&P 500 ETF TR | $4.5M |
FAUGFIRST TR EXCHNG TRADED FD VI | $4.4M |
GPIXGOLDMAN SACHS ETF TR | $4.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $4.1M |
RDVIFIRST TR EXCHANGE-TRADED FD | $3.8M |
BALIBLACKROCK ETF TRUST | $2.7M |
NDQINVESCO QQQ TR | $2.5M |
METAMETA PLATFORMS INC | $2.5M |
DYNFBLACKROCK ETF TRUST | $2.3M |
JGROJ P MORGAN EXCHANGE TRADED F | $2.2M |
AVGOBROADCOM INC | $2.1M |
MAMASTERCARD INCORPORATED | $1.9M |
GSGOLDMAN SACHS GROUP INC | $1.9M |
NFLXNETFLIX INC | $1.9M |
JNJJOHNSON & JOHNSON | $1.8M |
IVEISHARES TR | $1.7M |
MLB1MERCADOLIBRE INC | $1.5M |
IVWISHARES TR | $1.4M |
DIVOAMPLIFY ETF TR | $1.4M |
SCHDSCHWAB STRATEGIC TR | $1.4M |
BARGRANITESHARES GOLD TR | $1.4M |
IEMGISHARES INC | $1.4M |
FJULFIRST TR EXCHNG TRADED FD VI | $1.3M |
HELOJ P MORGAN EXCHANGE TRADED F | $1.3M |
ORCLORACLE CORP | $1.3M |
VVISA INC | $1.2M |
JPMJPMORGAN CHASE & CO. | $1.2M |
WMTWALMART INC | $1.2M |
EFVISHARES TR | $1.1M |
OEFISHARES TR | $1.1M |
UNHUNITEDHEALTH GROUP INC | $1.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $949K |
VUGVANGUARD INDEX FDS | $886K |
MCDMCDONALDS CORP | $867K |
URIUNITED RENTALS INC | $844K |
QUALISHARES TR | $755K |
LMTLOCKHEED MARTIN CORP | $702K |
MRKMERCK & CO INC | $685K |
ASMLASML HOLDING N V | $683K |
BBUSJ P MORGAN EXCHANGE TRADED F | $669K |
BACBANK AMERICA CORP | $667K |
PGPROCTER AND GAMBLE CO | $634K |
THROBLACKROCK ETF TRUST | $598K |
IUSBISHARES TR | $598K |
BAIBLACKROCK ETF TRUST | $597K |
ABBVABBVIE INC | $571K |
CRMSALESFORCE INC | $567K |
MTUMISHARES TR | $540K |
VYMVANGUARD WHITEHALL FDS | $532K |
PANWPALO ALTO NETWORKS INC | $506K |
KOCOCA COLA CO | $499K |
NEENEXTERA ENERGY INC | $477K |
AMGNAMGEN INC | $474K |
CSCOCISCO SYS INC | $444K |
IAU*ISHARES GOLD TR | $442K |
VGTVANGUARD WORLD FD | $428K |
MUMICRON TECHNOLOGY INC | $424K |
KNGFIRST TR EXCHANGE-TRADED FD | $411K |
NOWSERVICENOW INC | $395K |
SCHWSCHWAB CHARLES CORP | $390K |
COSTCOSTCO WHSL CORP NEW | $378K |
CGGRCAPITAL GROUP GROWTH ETF | $373K |
JIREJ P MORGAN EXCHANGE TRADED F | $373K |
SMHVANECK ETF TRUST | $366K |
XOMEXXON MOBIL CORP | $358K |
GEGE AEROSPACE | $356K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $344K |
BWXTBWX TECHNOLOGIES INC | $341K |
FDLFIRST TR EXCHANGE-TRADED FD | $334K |
VOOVANGUARD INDEX FDS | $328K |
ITA*ISHARES TR | $314K |
VTVVANGUARD INDEX FDS | $301K |
TLHISHARES TR | $297K |
JCPBJ P MORGAN EXCHANGE TRADED F | $279K |
PFEPFIZER INC | $273K |
GQ9SPDR GOLD TR | $272K |
ISRGINTUITIVE SURGICAL INC | $269K |
CATCATERPILLAR INC | $260K |
PEPPEPSICO INC | $255K |
DISDISNEY WALT CO | $254K |
TMOTHERMO FISHER SCIENTIFIC INC | $244K |
AQLTISHARES TR | $239K |
TRVCCITIGROUP INC | $238K |
KKRKKR & CO INC | $234K |
CVNACARVANA CO | $233K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $227K |
IBMINTERNATIONAL BUSINESS MACHS | $224K |
DUKDUKE ENERGY CORP NEW | $223K |
BABOEING CO | $219K |
Page 1 of 2Next