Semus Wealth Partners LLC
Semus Wealth Partners LLC reported 111 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Semus Wealth Partners LLC reported 111 holdings worth US$207M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 111
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 135K | US$39.1M | 18.9% |
| Alphabet Inc (google) Class C | 42,362 | US$15.1M | 7.3% |
| Nvidia Corporation | 42,224 | US$8.45M | 4.1% |
| Microsoft Corp. | 16,666 | US$6.22M | 3.0% |
| Eli Lilly And Company | 5,155 | US$6.18M | 3.0% |
| Tesla, Inc. | 13,800 | US$5.8M | 2.8% |
| Amazon.com, Inc. | 20,510 | US$4.89M | 2.4% |
| Meta Platforms, Inc. | 5,018 | US$2.83M | 1.4% |
| Broadcom Inc. | 6,461 | US$2.44M | 1.2% |
| Johnson & Johnson | 8,563 | US$2.17M | 1.1% |
| Goldman Sachs Group, Inc. (the) | 2,007 | US$2.03M | 0.98% |
| Mercadolibre, Inc. | 1,104 | US$1.87M | 0.91% |
| Netflix, Inc. | 23,908 | US$1.71M | 0.83% |
| Mastercard Incorporated | 3,299 | US$1.69M | 0.82% |
| Oracle Corporation | 10,008 | US$1.47M | 0.71% |
| Micron Technology, Inc. | 1,223 | US$1.41M | 0.68% |
| United Rentals, Inc. | 1,148 | US$1.3M | 0.63% |
| Jp Morgan Chase & Co. | 3,689 | US$1.21M | 0.58% |
| Walmart Inc. | 10,433 | US$1.18M | 0.57% |
| Palo Alto Networks, Inc. | 3,379 | US$1.15M | 0.56% |
| Visa Inc. | 3,289 | US$1.13M | 0.55% |
| Asml Holding Nv | 544 | US$1.08M | 0.52% |
| Unitedhealth Group Incorporated | 2,571 | US$1.07M | 0.52% |
| Berkshire Hathaway Inc. | 1,939 | US$970K | 0.47% |
| Merck & Company, Inc. | 6,461 | US$830K | 0.40% |
| Mcdonald's Corporation | 2,792 | US$755K | 0.36% |
| Cisco Systems, Inc. | 5,817 | US$683K | 0.33% |
| Lockheed Martin Corporation | 1,304 | US$665K | 0.32% |
| Palantir Technologies Inc. | 5,521 | US$644K | 0.31% |
| Procter & Gamble Company (the) | 4,366 | US$640K | 0.31% |
| Abbvie Inc. | 2,408 | US$606K | 0.29% |
| Advanced Micro Devices Inc | 1,041 | US$605K | 0.29% |
| Bank Of America Corporation | 10,559 | US$602K | 0.29% |
| Coca-cola Company (the) | 6,938 | US$564K | 0.27% |
| Amgen Inc. | 1,466 | US$531K | 0.26% |
| Nextera Energy, Inc. | 6,034 | US$530K | 0.26% |
| Salesforce, Inc. | 3,355 | US$526K | 0.25% |
| Caterpillar, Inc. | 457 | US$487K | 0.24% |
| Ge Aerospace | 1,218 | US$455K | 0.22% |
| Costco Wholesale Corporation | 438 | US$410K | 0.20% |
| International Business Machines Corporation | 1,440 | US$405K | 0.20% |
| Lam Research Corporation | 820 | US$355K | 0.17% |
| Charles Schwab Corporation (the) | 3,832 | US$354K | 0.17% |
| Applied Materials, Inc. | 479 | US$346K | 0.17% |
| Servicenow, Inc. | 3,081 | US$306K | 0.15% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 609 | US$291K | 0.14% |
| Exxon Mobil Corporation | 2,059 | US$282K | 0.14% |
| Citigroup, Inc. | 1,927 | US$270K | 0.13% |
| Pfizer, Inc. | 11,093 | US$267K | 0.13% |
| Duke Energy Corporation (holding Company) | 1,933 | US$245K | 0.12% |
| Ge Vernova Inc. | 201 | US$236K | 0.11% |
| Morgan Stanley | 1,083 | US$226K | 0.11% |
| Walt Disney Company (the) | 2,292 | US$221K | 0.11% |
| American Express Company | 636 | US$215K | 0.10% |
| Pepsico, Inc. | 1,565 | US$212K | 0.10% |
| Ford Mtr Co Del | 12,120 | US$168K | 0.08% |
| Uranium Energy Corp. | 10,000 | US$107K | 0.05% |
| Kratos Defense & Security Solutions, Inc. | 0 | US$0 | 0.00% |
| Thermo Fisher Scientific Inc | 0 | US$0 | 0.00% |
| Union Pacific Corporation | 0 | US$0 | 0.00% |
| Intuitive Surgical, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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