Semus Wealth Partners LLC
•CIK: 1964775•Filing: Q4 2025
**Semus Wealth Partners LLC** manages $186M across a diversified portfolio of 111 positions. The firm maintains significant exposure to mega-cap technology leaders, with AAPL representing the largest holding at $37.5M. Core allocations also include substantial positions in NVDA ($8.2M), GOOGL ($7.0M), and MSFT ($6.1M). This concentrated approach highlights a conviction in established growth names alongside strategic allocations to sectors like ETFs and healthcare.
Total AUM
$185.6M
QoQ Performance
+5.1%
Positions
83
Top 10 Concentration
48.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL20.2%
NVDA4.4%
GOOGL3.8%
MSFT3.3%
GOOG3.2%
TSLA3.0%
IVV3.0%
AMZN2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology38.7%
Other36.1%
Consumer6.9%
ETF5.6%
Healthcare5.3%
Financial4.4%
Communication1.3%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
↑58 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023