account_balance
Investment manager · 13F filer · SEC CIK 1964775
Semus Wealth Partners LLC
Reported value$220Mas of Sep 30, 2026
Positions110 8 new, 9 sold out
Top 10 weight49.8%AAPL alone is 21%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
20.5%
NVDANVIDIA Corp
4.3%Trimmed −3%
IVViShares Tr
4.2%Added +7%
GOOGLAlphabet Inc.
3.9%Added +5%
MSFTMicrosoft Corp
3.7%Trimmed −4%
GOOGAlphabet Inc.
2.9%
GPIQGoldman Sachs ETF Tr
2.7%Added +8%
LLYELI Lilly & Co
2.7%Trimmed −2%
GPIXGoldman Sachs ETF Tr
2.5%+9%
TSLATesla, Inc.
2.4%+6%
JEPQJ P Morgan Exchange Traded F
2.3%
AMZNAmazon.com Inc
2.3%
AAPLApple Inc.
20.5%
NVDANVIDIA Corp
4.3%−3%
IVViShares Tr
4.2%+7%
GOOGLAlphabet Inc.
3.9%+5%
MSFTMicrosoft Corp
3.7%−4%
GOOGAlphabet Inc.
2.9%
GPIQ2.7%
LLY2.7%GPIX
TSLAJEPQ
AMZNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 20.5% HeldNVDA NVIDIA Corp 4.3% Trimmed −3%
IVV iShares Tr 4.2% Added +7%
GOOGL Alphabet Inc. 3.9% Added +5%MSFT Microsoft Corp 3.7% Trimmed −4%GOOG Alphabet Inc. 2.9% HeldGPIQ Goldman Sachs ETF Tr 2.7% Added +8%
LLY ELI Lilly & Co 2.7% Trimmed −2%GPIX Goldman Sachs ETF Tr 2.5% Added +9%
TSLA Tesla, Inc. 2.4% Added +6%JEPQ J P Morgan Exchange Traded F 2.3% Held
AMZN Amazon.com Inc 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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