Semus Wealth Partners LLC
SEC Form 13F institutional filer · CIK 0001964775
13F-HR · 59 reported holdings · 2026-03-31
Reported long-US-equity value
$0.14B
Top-10 concentration
68.4%
Semus Wealth Partners LLC — $135M AUM allocation strategy
Semus Wealth Partners LLC files SEC Form 13F and reports $135M of long US equity value across 59 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 37.3%, followed by Financials 12.6% and Communication Services 12.5%.
The top 10 holdings account for 68% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Semus Wealth Partners LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$135M
total across 59 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
68% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GS +5K sh · −$404K+$MSFT +4.24K sh · +$131K+$NFLX +2.07K sh · +$247K
Biggest trims (shares)
−$IVV −1.92K sh · +$31K−$IYY −1.45K sh · −$295K−$AAPL −1.15K sh · −$2.79M
Exited to nil (held last quarter, gone now)
$KKR ($234K last qtr)$CVNA ($234K last qtr)$BA ($220K last qtr)$MS ($202K last qtr)$VST ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals25.7%—
- Interactive Media & Services10.9%—
- Investment Banking & Brokerage9.1%—
- Semiconductors7.0%—
- Pharmaceuticals4.8%—
- Systems Software4.7%—
- Automobile Manufacturers3.8%—
- Broadline Retail3.3%—
- Other holdings30.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 137K | $34.7M | -1.15K | 25.7% |
| $GS | Goldman Sachs Group Inc | 175K | $10.4M | +5K | 7.7% |
| $NVDA | NVIDIA Corporation | 42.9K | $7.48M | -1.06K | 5.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 23.7K | $6.81M | +1.22K | 5.0% |
| $MSFT | Microsoft Corporation | 16.9K | $6.26M | +4.24K | 4.6% |
| $GOOGL | Alphabet Inc | 18.6K | $5.33M | -128 | 3.9% |
| $TSLA | Tesla Inc | 13.9K | $5.16M | +1.64K | 3.8% |
| $AMZN | Amazon.com Inc | 21.3K | $4.44M | +332 | 3.3% |
…and 51 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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