Semus Wealth Partners LLC Portfolio Holdings

Semus Wealth Partners LLC

  • $177 Billion
  • Q3 2025

Semus Wealth Partners LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $177 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.2B, Nvidia Corp with a value of $8.53B, Microsoft Corp with a value of $6.43B, Tesla, Inc. with a value of $5.47B, and Alphabet Inc. with a value of $5.44B.

Examining the 13F form we can see an increase of $22.4B in the current position value, from $154B to 177B.

Semus Wealth Partners LLC is based out at Boca Raton, FL

Below you can find more details about Semus Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Billion
Technology: $55.5 Billion
ETFs: $46.5 Billion
Communication Services: $15.7 Billion
Consumer Cyclical: $13.3 Billion
Financial Services: $10.2 Billion
Healthcare: $8.21 Billion
Consumer Defensive: $2.99 Billion
Industrials: $2.86 Billion
Other: $1.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$35.2 Billion 19.94% of portfolio
138,292
Q3 2025 Added 0.26%
$465B
$8.53 Billion 4.83% of portfolio
45,710
Q3 2025 Reduced 3.63%
$3.78T
$6.43 Billion 3.64% of portfolio
12,407
Q3 2025 Reduced 1.1%
$1.29T
$5.47 Billion 3.1% of portfolio
12,302
Q3 2025 Reduced 2.9%
$1.65T
$5.44 Billion 3.08% of portfolio
22,394
Q3 2025 Reduced 0.57%
$1.74T
$4.52 Billion 2.56% of portfolio
18,576
Q3 2025 Reduced 0.77%
$2.39T
$4.5 Billion 2.55% of portfolio
20,509
Q3 2025 Added 1.08%
-
$3.6 Billion 2.04% of portfolio
-
Q3 2025 Added 16.64%
$971B
$3.35 Billion 1.9% of portfolio
4,394
Q3 2025 Added 9.77%
$1.37T
$2.48 Billion 1.4% of portfolio
3,378
Q3 2025 Reduced 0.59%
$49.1B
$2.47 Billion 1.4% of portfolio
2,063
Q2 2025 Reduced 20.65%
-
$2.23 Billion 1.26% of portfolio
-
Q3 2025 Added 2.22%
$512B
$1.89 Billion 1.07% of portfolio
3,320
Q3 2025 Added 0.15%
$139B
$1.86 Billion 1.05% of portfolio
5,633
Q3 2025 Added 4.45%
$103B
$1.75 Billion 0.99% of portfolio
749
Q2 2025 Reduced 11.78%
$265B
$1.71 Billion 0.97% of portfolio
2,148
Q3 2025 Reduced 18.23%
$300B
$1.22 Billion 0.69% of portfolio
3,544
Q3 2025 Added 17.51%
$881B
$1.14 Billion 0.65% of portfolio
3,614
Q3 2025 Reduced 1.87%
$533B
$1.12 Billion 0.64% of portfolio
3,294
Q3 2025 Reduced 2.4%
$55.9B
$1.09 Billion 0.62% of portfolio
1,141
Q3 2025 Reduced 25.86%
$279B
$1.08 Billion 0.61% of portfolio
10,512
Q3 2025 Added 3.12%
$662B
$922 Million 0.52% of portfolio
1,834
Q3 2025 Added 23.42%
$224B
$873 Million 0.49% of portfolio
2,873
Q3 2025 Reduced 0.55%
$346B
$676 Million 0.38% of portfolio
4,401
Q3 2025 Reduced 1.68%
$405B
$628 Million 0.36% of portfolio
649
Q3 2025 Added 57.91%
$413B
$636 Million 0.36% of portfolio
12,333
Q3 2025 Added 1.73%
$414B
$576 Million 0.33% of portfolio
2,489
Q3 2025 Added 1.59%
$123B
$573 Million 0.32% of portfolio
1,148
Q3 2025 Added 37.65%
$61.4B
$560 Million 0.32% of portfolio
2,752
Q3 2025 Reduced 2.2%
$235B
$542 Million 0.31% of portfolio
6,455
Q3 2025 Reduced 5.93%
$237B
$517 Million 0.29% of portfolio
2,180
Q3 2025 Added 15.71%
$404B
$509 Million 0.29% of portfolio
550
Q3 2025 Added 0.36%
$306B
$468 Million 0.27% of portfolio
7,059
Q3 2025 Reduced 1.12%
$168B
$453 Million 0.26% of portfolio
6,006
Q3 2025 Reduced 11.29%
$593B
$455 Million 0.26% of portfolio
1,616
Q3 2025 Added 30.43%
$169B
$450 Million 0.25% of portfolio
489
Q3 2025 Added 4.71%
$167B
$409 Million 0.23% of portfolio
4,281
Q3 2025 Added 0.33%
$183B
$406 Million 0.23% of portfolio
1,440
Q3 2025 Reduced 2.31%
$319B
$392 Million 0.22% of portfolio
5,732
Q3 2025 Reduced 3.47%
$490B
$395 Million 0.22% of portfolio
3,502
Q3 2025 Reduced 0.31%
$875M
$381 Million 0.22% of portfolio
9,731
Q3 2025 Added 6.12%
$16.3B
$364 Million 0.21% of portfolio
1,973
Q3 2025 New
$328B
$339 Million 0.19% of portfolio
1,128
Q3 2025 Added 0.45%
$0
$322 Million 0.18% of portfolio
35,413
Q3 2025 Added 2.23%
$0
$326 Million 0.18% of portfolio
8,239
Q3 2025 Reduced 35.68%
$9.12B
$274 Million 0.16% of portfolio
3,000
Q3 2025 New
$141B
$281 Million 0.16% of portfolio
11,020
Q3 2025 Added 0.91%
$204B
$258 Million 0.15% of portfolio
1,835
Q3 2025 Reduced 5.99%
$0
$261 Million 0.15% of portfolio
19,522
Q3 2025 Reduced 25.25%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $177 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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