Semus Wealth Partners LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 206,906
- 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 |
|---|---|---|---|---|---|
| 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.