Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $154 Billion
  • Q2 2025

Semus Wealth Partners LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $154 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 $28.3B, Nvidia Corp with a value of $7.49B, Microsoft Corp with a value of $6.24B, Ishares Core S&P 500 ETF with a value of $4.92B, and Amazon Com Inc with a value of $4.45B.

Examining the 13F form we can see an increase of $10.7B in the current position value, from $144B to 154B.

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 $154 Billion
Technology: $46.1 Billion
ETFs: $39 Billion
Communication Services: $13.3 Billion
Consumer Cyclical: $12.2 Billion
Financial Services: $10.9 Billion
Healthcare: $7.57 Billion
Consumer Defensive: $3.01 Billion
Industrials: $2.05 Billion
Other: $1.39 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$28.3 Billion 18.35% of portfolio
137,936
Q2 2025 Added 0.31%
$456B
$7.49 Billion 4.86% of portfolio
47,430
Q2 2025 Reduced 8.37%
$3.95T
$6.24 Billion 4.05% of portfolio
12,545
Q2 2025 Added 1.23%
$2.26T
$4.45 Billion 2.89% of portfolio
20,289
Q2 2025 Added 3.32%
$1.08T
$4.02 Billion 2.61% of portfolio
12,669
Q2 2025 Reduced 1.05%
$1.21T
$3.97 Billion 2.57% of portfolio
22,523
Q1 2025 Added 3.87%
$1.24T
$3.32 Billion 2.15% of portfolio
18,720
Q2 2025 Reduced 3.2%
-
$3.31 Billion 2.14% of portfolio
-
Q1 2025 New
$608B
$3.12 Billion 2.02% of portfolio
4,003
Q2 2025 Added 9.04%
-
$2.95 Billion 1.91% of portfolio
-
Q2 2025 Added 3.45%
$545B
$2.76 Billion 1.79% of portfolio
2,063
Q2 2025 Reduced 20.65%
$1.78T
$2.51 Billion 1.63% of portfolio
3,398
Q2 2025 Added 4.33%
-
$2 Billion 1.3% of portfolio
-
Q2 2025 Added 1.47%
$118B
$1.96 Billion 1.27% of portfolio
749
Q2 2025 Reduced 11.78%
$548B
$1.86 Billion 1.21% of portfolio
3,315
Q2 2025 Added 2.41%
$254B
$1.86 Billion 1.21% of portfolio
2,627
Q2 2025 Reduced 1.68%
$127B
$1.49 Billion 0.96% of portfolio
5,393
Q2 2025 Added 4.54%
$551B
$1.2 Billion 0.78% of portfolio
3,375
Q2 2025 Reduced 2.15%
$63.6B
$1.16 Billion 0.75% of portfolio
1,539
Q2 2025 Reduced 11.3%
$859B
$1.07 Billion 0.69% of portfolio
3,683
Q2 2025 Added 0.52%
$281B
$997 Million 0.65% of portfolio
10,194
Q2 2025 Added 0.56%
$245B
$941 Million 0.61% of portfolio
3,016
Q2 2025 Added 21.81%
-
$861 Million 0.56% of portfolio
-
Q1 2025 New
$222B
$844 Million 0.55% of portfolio
2,889
Q2 2025 Reduced 0.55%
$621B
$722 Million 0.47% of portfolio
1,486
Q2 2025 Added 40.59%
$368B
$713 Million 0.46% of portfolio
4,476
Q2 2025 Reduced 1.67%
$52.5B
$576 Million 0.37% of portfolio
2,814
Q2 2025 Reduced 26.6%
$381B
$574 Million 0.37% of portfolio
12,123
Q2 2025 Added 8.78%
$203B
$543 Million 0.35% of portfolio
6,862
Q2 2025 Added 36.18%
$439B
$542 Million 0.35% of portfolio
548
Q2 2025 Reduced 0.36%
$232B
$514 Million 0.33% of portfolio
1,884
Q2 2025 Added 1.45%
$306B
$505 Million 0.33% of portfolio
7,139
Q2 2025 Added 2.29%
$1.19B
$515 Million 0.33% of portfolio
9,170
Q2 2025 Added 0.6%
$172B
$480 Million 0.31% of portfolio
467
Q2 2025 Reduced 1.06%
$0
$463 Million 0.3% of portfolio
12,809
Q2 2025 Reduced 6.45%
$141B
$470 Million 0.3% of portfolio
6,770
Q2 2025 Added 0.71%
$351B
$455 Million 0.29% of portfolio
2,450
Q2 2025 Added 0.95%
$293B
$412 Million 0.27% of portfolio
5,938
Q2 2025 Added 0.73%
$152B
$412 Million 0.27% of portfolio
1,474
Q2 2025 Reduced 1.47%
$113B
$386 Million 0.25% of portfolio
834
Q2 2025 Added 0.6%
$179B
$389 Million 0.25% of portfolio
4,267
Q2 2025 Reduced 4.22%
$442B
$379 Million 0.25% of portfolio
3,513
Q2 2025 Reduced 4.75%
$0
$381 Million 0.25% of portfolio
26,118
Q2 2025 Reduced 4.53%
$169B
$353 Million 0.23% of portfolio
649
Q2 2025 Reduced 0.46%
$295B
$329 Million 0.21% of portfolio
411
Q2 2025 Reduced 0.24%
$0
$313 Million 0.2% of portfolio
21,028
Q2 2025 Reduced 3.66%
$0
$303 Million 0.2% of portfolio
34,641
Q2 2025 Added 2.36%
$306B
$289 Million 0.19% of portfolio
1,123
Q2 2025 New
$207B
$277 Million 0.18% of portfolio
2,233
Q2 2025 Added 6.69%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $154 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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