Semus Wealth Partners LLC holds a focused book of 111 stocks worth $206.9M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened FT Vest US Equity Buffer ETF and trimmed Apple Inc. Their largest long position is Apple Inc at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
62% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Semus Wealth Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $120.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $21.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.3B |
| MML INVESTORS SERVICES, LLC | 80 / 80 | $17.3B |
| NewEdge Advisors, LLC | 80 / 80 | $12.7B |
| CWM, LLC | 80 / 80 | $12.2B |
| Steward Partners Investment Advisory, LLC | 80 / 80 | $7.3B |
| AE Wealth Management LLC | 80 / 80 | $6.1B |
Ranked by how many of Semus Wealth Partners LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $39.1M | 135.3K | 18.9% | ▼−1.2% Reduced · −2K sh | |
| 2 | Alphabet Inc CAP STK CL A | $8.5M | 23.9K | 4.1% | ▲+0.7% Added · +175 sh | |
| 3 | Nvidia Corporation COM | $8.4M | 42.2K | 4.1% | ▼−1.5% Reduced · −639 sh | |
| 4 | Ishares TR CORE S&P500 ETF | $8.3M | 11.1K | 4.0% | ▲+28% Added · +2K sh | |
| 5 | Alphabet Inc CAP STK CL C | $6.6M | 18.7K | 3.2% | ▲+0.8% Added · +147 sh | |
| 6 | Microsoft Corp COM | $6.2M | 16.7K | 3.0% | ▼−1.5% Reduced · −258 sh | |
| 7 | Eli Lilly & Co COM | $6.2M | 5.2K | 3.0% | ▲+11% Added · +500 sh | |
| 8 | Tesla Inc COM | $5.8M | 13.8K | 2.8% | ▼−0.5% Reduced · −72 sh | |
| 9 | Goldman Sachs ETF TR NASDA 100 ETF | $5.7M | 96.0K | 2.8% | ▲+8.3% Added · +7K sh | |
| 10 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $5.1M | 83.2K | 2.5% | ▲+3.5% Added · +3K sh | |
| 11 | Goldman Sachs ETF TR S&P 500 PREMIUM | $5.0M | 90.4K | 2.4% | ▲+7.4% Added · +6K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $4.9M | 6.6K | 2.4% | ▼−1.0% Reduced · −65 sh | |
| 13 | Amazon Com Inc COM | $4.9M | 20.5K | 2.4% | ▼−3.8% Reduced · −817 sh | |
| 14 | First TR Exchng Traded FD VI FT VEST US EQT | $4.7M | 82.8K | 2.3% | ▲New New position | |
| 15 | First TR Exchange-Traded FD FT VEST RIS | $4.5M | 153.0K | 2.2% | ▲+3.9% Added · +6K sh | |
| 16 | J P Morgan Exchange Traded F EQUITY PREMIUM | $4.3M | 75.8K | 2.1% | ▲+2.5% Added · +2K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $3.3M | 4.5K | 1.6% | ▲+8.3% Added · +347 sh | |
| 18 | BlackRock ETF Trust ISHARES US LARG | $3.1M | 92.4K | 1.5% | ▲+7.2% Added · +6K sh | |
| 19 | Meta Platforms Inc CL A | $2.8M | 5.0K | 1.4% | ▲+11% Added · +494 sh | |
| 20 | BlackRock ETF Trust ISHARES US EQUIT | $2.5M | 36.8K | 1.2% | ▲+5.8% Added · +2K sh | |
| 21 | Broadcom Inc COM | $2.4M | 6.5K | 1.2% | ▲+1.4% Added · +91 sh | |
| 22 | J P Morgan Exchange Traded F ACTIVE GROWTH | $2.3M | 22.9K | 1.1% | ▼−1.6% Reduced · −381 sh | |
| 23 | Johnson & Johnson COM | $2.2M | 8.6K | 1.1% | ▼−0.4% Reduced · −32 sh | |
| 24 | Goldman Sachs Group Inc COM | $2.0M | 2.0K | 1.0% | ▼−3.7% Reduced · −77 sh | |
| 25 | Mercadolibre Inc COM | $1.9M | 1.1K | 0.9% | ▲+5.2% Added · +55 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $1.8M | 12.7K | 0.8% | ▲+5.4% Added · +656 sh | |
| 27 | Netflix Inc. COM | $1.7M | 23.9K | 0.8% | ▲+8.0% Added · +2K sh | |
| 28 | Mastercard Incorporated CL A | $1.7M | 3.3K | 0.8% | ▼−1.2% Reduced · −41 sh | |
| 29 | Schwab Strategic TR US DIVIDEND EQ | $1.6M | 51.2K | 0.8% | ▼−0.3% Reduced · −156 sh | |
| 30 | First TR Exchng Traded FD VI FT VEST US EQT | $1.5M | 24.7K | 0.7% | —Held | |
| 31 | Oracle Corp COM | $1.5M | 10.0K | 0.7% | ▲+22% Added · +2K sh | |
| 32 | Amplify ETF TR CWP ENHANCED DIV | $1.5M | 32.1K | 0.7% | ▲+0.5% Added · +154 sh | |
| 33 | Ishares TR S&P 500 VAL ETF | $1.5M | 6.4K | 0.7% | ▼−13% Reduced · −963 sh | |
| 34 | Micron Technology Inc COM | $1.4M | 1.2K | 0.7% | ▲+12% Added · +135 sh | |
| 35 | United Rentals Inc COM | $1.3M | 1.1K | 0.6% | ▼−30% Reduced · −498 sh | |
| 36 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $1.3M | 19.1K | 0.6% | ▲+0.1% Added · +27 sh | |
| 37 | Graniteshares Gold TR SHS BEN INT | $1.3M | 32.2K | 0.6% | ▼−1.2% Reduced · −380 sh | |
| 38 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.6% | ▼−0.9% Reduced · −35 sh | |
| 39 | Walmart Inc COM | $1.2M | 10.4K | 0.6% | ▲+0.1% Added · +14 sh | |
| 40 | Palo Alto Networks Inc COM | $1.2M | 3.4K | 0.6% | ▲+7.5% Added · +237 sh | |
| 41 | Visa Inc COM CL A | $1.1M | 3.3K | 0.5% | ▼−2.4% Reduced · −80 sh | |
| 42 | ASML Hldg NV N Y REGISTRY SHS | $1.1M | 544 | 0.5% | ▲+60% Added · +204 sh | |
| 43 | Unitedhealth Group Inc COM | $1.1M | 2.6K | 0.5% | ▼−18% Reduced · −571 sh | |
| 44 | Ishares Inc CORE MSCI EMKT | $1.0M | 12.6K | 0.5% | ▼−29% Reduced · −5K sh | |
| 45 | Berkshire Hathaway Inc Del CL B NEW | $970K | 1.9K | 0.5% | —Held | |
| 46 | Vanguard Index FDS GROWTH ETF | $965K | 11.2K | 0.5% | ▲+516% Added · +9K sh | |
| 47 | Ishares TR CORE UNIVRSL USD | $914K | 19.8K | 0.4% | ▲+54% Added · +7K sh | |
| 48 | BlackRock ETF Trust ISHA I IN TE ETF | $847K | 16.1K | 0.4% | ▼−14% Reduced · −3K sh | |
| 49 | Ishares TR EAFE GRWTH ETF | $845K | 6.8K | 0.4% | ▲+13% Added · +806 sh | |
| 50 | Merck & Co Inc COM | $830K | 6.5K | 0.4% | ▼−0.7% Reduced · −45 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964775/holdings"
Use Arkolith to show Semus Wealth Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 111 | $206.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 111 | $179.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 111 | $185.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 113 | $176.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 113 | $154.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 114 | $143.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 112 | $151.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 7, 2024 | 121 | $143.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.