Semus Wealth Partners LLC: 13F holdings
CIK 19647752026Q2
| Positions | 111 |
|---|
| Reported value | $206.9m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 111 (+1 vs prior quarter) |
|---|
| Reported value | $206.9m (+15.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 135,255 | $39.1m | 18.9% |
| GOOGL ALPHABET INC | 23,857 | $8.5m | 4.1% |
| NVDA NVIDIA CORPORATION | 42,224 | $8.4m | 4.1% |
| IVV ISHARES TR | 11,087 | $8.3m | 4.0% |
| GOOG ALPHABET INC | 18,717 | $6.6m | 3.2% |
| MSFT MICROSOFT CORP | 16,666 | $6.2m | 3.0% |
| LLY ELI LILLY & CO | 5,155 | $6.2m | 3.0% |
| TSLA TESLA INC | 13,800 | $5.8m | 2.8% |
| GPIQ GOLDMAN SACHS ETF TR | 96,001 | $5.7m | 2.8% |
| JEPQ J P MORGAN EXCHANGE TRADED F | 83,243 | $5.1m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964775")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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