Semus Wealth Partners LLC

All 13F Filings

Location
Boca Raton, FL
Most recent 13F
Q2 2026
Holdings value ($000)
206,906
Description
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Website
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Founded
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Chairman
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CEO
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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
Q2 2026 8/10/2026 111 206,906 13F-HR Semus Wealth Partners LLC
Q1 2026 4/24/2026 111 178,988 13F-HR Semus Wealth Partners LLC
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 140.1 K 67.7% 17.64 K 0 17.64 K
ETFs 66.43 K 32.1% 10.17 K 0 10.17 K
Debt 351 0.2% 131 0 131
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
206,906
Holdings
111
QoQ value change ($000)
27,918 (15.6%)
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.