Semus Wealth Partners LLC

All 13F Filings

Location
Boca Raton, FL
Most recent 13F
Q4 2025
Holdings value ($000)
185,638
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/27/2026 111 185,638 13F-HR Semus Wealth Partners LLC
Q3 2025 10/22/2025 113 176,621 13F-HR Semus Wealth Partners LLC
Q2 2025 8/11/2025 113 154,204 13F-HR Semus Wealth Partners LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 164 K 88.3% 7.593 K 0 7.593 K
ETFs 20.85 K 11.2% 1.324 K 0 1.324 K
Debt 216 0.1% 216 0 216
Other 598 0.3% 0 105 -105
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Fund Snapshot

Q4 2025
Latest filed
1/27/2026
Total value ($000)
185,638
Holdings
111
QoQ value change ($000)
9,017 (5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.