Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $177 Billion
  • Q3 2025

Semus Wealth Partners LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.2B, Nvidia Corp with a value of $8.53B, Microsoft Corp with a value of $6.43B, Tesla, Inc. with a value of $5.47B, and Alphabet Inc. with a value of $5.44B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $154B to 177B.

Semus Wealth Partners LLC is based out at Boca Raton, FL

Below you can find more details about Semus Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
Technology: $55.5 Billion
ETFs: $46.5 Billion
Communication Services: $15.7 Billion
Consumer Cyclical: $13.3 Billion
Financial Services: $10.2 Billion
Healthcare: $8.21 Billion
Consumer Defensive: $2.99 Billion
Industrials: $2.86 Billion
Other: $1.46 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$413B
$636 Million 0.36% of portfolio
12,333
Q3 2025 Added 1.73%
$414B
$576 Million 0.33% of portfolio
2,489
Q3 2025 Added 1.59%
$123B
$573 Million 0.32% of portfolio
1,148
Q3 2025 Added 37.65%
$61.4B
$560 Million 0.32% of portfolio
2,752
Q3 2025 Reduced 2.2%
$235B
$542 Million 0.31% of portfolio
6,455
Q3 2025 Reduced 5.93%
Blackrock ETF Trust
-
$551 Million 0.31% of portfolio
-
Q3 2025 New
Blackrock ETF Trust
-
$551 Million 0.31% of portfolio
-
Q3 2025 Added 15.84%
$237B
$517 Million 0.29% of portfolio
2,180
Q3 2025 Added 15.71%
$0
$521 Million 0.29% of portfolio
3,693
Q3 2025 Added 7.95%
$404B
$509 Million 0.29% of portfolio
550
Q3 2025 Added 0.36%
$306B
$468 Million 0.27% of portfolio
7,059
Q3 2025 Reduced 1.12%
$0
$457 Million 0.26% of portfolio
612
Q3 2025 Reduced 15.82%
$168B
$453 Million 0.26% of portfolio
6,006
Q3 2025 Reduced 11.29%
$0
$454 Million 0.26% of portfolio
9,211
Q3 2025 Reduced 10.64%
$593B
$455 Million 0.26% of portfolio
1,616
Q3 2025 Added 30.43%
$169B
$450 Million 0.25% of portfolio
489
Q3 2025 Added 4.71%
$65.3B
$405 Million 0.23% of portfolio
5,560
Q3 2025 Added 22.63%
$183B
$406 Million 0.23% of portfolio
1,440
Q3 2025 Reduced 2.31%
$319B
$392 Million 0.22% of portfolio
5,732
Q3 2025 Reduced 3.47%
$490B
$395 Million 0.22% of portfolio
3,502
Q3 2025 Reduced 0.31%
$875M
$381 Million 0.22% of portfolio
9,731
Q3 2025 Added 6.12%
$16.3B
$364 Million 0.21% of portfolio
1,973
Q3 2025 New
$0
$369 Million 0.21% of portfolio
5,012
Q3 2025 Added 32.07%
$0
$376 Million 0.21% of portfolio
3,649
Q3 2025 Added 25.09%
$0
$377 Million 0.21% of portfolio
1,472
Q3 2025 Added 12.71%
$328B
$339 Million 0.19% of portfolio
1,128
Q3 2025 Added 0.45%
$0
$335 Million 0.19% of portfolio
3,343
Q3 2025 Reduced 6.57%
$0
$334 Million 0.19% of portfolio
546
Q3 2025 Reduced 12.22%
$0
$332 Million 0.19% of portfolio
1,017
Q1 2025 Reduced 28.33%
$0
$322 Million 0.18% of portfolio
35,413
Q3 2025 Added 2.23%
$0
$326 Million 0.18% of portfolio
8,239
Q3 2025 Reduced 35.68%
$0
$324 Million 0.18% of portfolio
7,464
Q3 2025 Added 1.9%
$0
$292 Million 0.17% of portfolio
1,565
Q3 2025 Reduced 2.8%
$9.12B
$274 Million 0.16% of portfolio
3,000
Q3 2025 New
$141B
$281 Million 0.16% of portfolio
11,020
Q3 2025 Added 0.91%
$0
$279 Million 0.16% of portfolio
5,876
Q3 2025 Added 4.0%
$204B
$258 Million 0.15% of portfolio
1,835
Q3 2025 Reduced 5.99%
$0
$262 Million 0.15% of portfolio
1,250
Q3 2025 New
$0
$261 Million 0.15% of portfolio
19,522
Q3 2025 Reduced 25.25%
$193B
$253 Million 0.14% of portfolio
565
Q3 2025 Reduced 12.94%
$268B
$249 Million 0.14% of portfolio
1,486
Q3 2025 New
$123B
$244 Million 0.14% of portfolio
350
Q3 2025 New
$367B
$249 Million 0.14% of portfolio
615
Q3 2025 Reduced 9.96%
$0
$239 Million 0.14% of portfolio
1,683
Q3 2025 Reduced 2.55%
$72.7B
$245 Million 0.14% of portfolio
1,249
Q3 2025 Reduced 0.08%
$181B
$245 Million 0.14% of portfolio
8,660
Q3 2025 Reduced 0.53%
$193B
$252 Million 0.14% of portfolio
2,201
Q3 2025 Reduced 1.43%
$0
$228 Million 0.13% of portfolio
4,476
Q3 2025 Added 0.7%
$96.4B
$233 Million 0.13% of portfolio
1,886
Q3 2025 Reduced 3.08%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $177 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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