Institutional Fund
Semus Wealth Partners LLC
Boca Raton, FLCIK 19647755 filings on record
Portfolio Value
$178.97M
Q1 2026
Holdings
110
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-3.6%
from $185.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc19.4%
- Nvidia Corporation4.2%
- Alphabet Inc3.8%
- Microsoft Corp3.5%
- Ishares Tr3.2%
- Alphabet Inc3.0%
- Other63.0%
Portfolio Holdings
110 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 136.9K | $34.74M | 19.4% | −1.2K | Reduced |
| 2 | Nvidia Corporation | 42.9K | $7.48M | 4.2% | −1.1K | Reduced |
| 3 | Alphabet Inc | 23.7K | $6.81M | 3.8% | +1.2K | Added |
| 4 | Microsoft Corp | 16.9K | $6.26M | 3.5% | +4.2K | Added |
| 5 | Ishares Tr | 8.6K | $5.65M | 3.2% | +638 | Added |
| 6 | Alphabet Inc | 18.6K | $5.33M | 3.0% | −128 | Reduced |
| 7 | Tesla Inc | 13.9K | $5.16M | 2.9% | +1.6K | Added |
| 8 | J P Morgan Exchange Traded F | 80.5K | $4.47M | 2.5% | +2.0K | Added |
| 9 | Amazon Com Inc | 21.3K | $4.44M | 2.5% | +332 | Added |
| 10 | Goldman Sachs ETF Tr | 88.7K | $4.39M | 2.5% | +2.6K | Added |
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