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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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