Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$178.97M
Total Bought
$9.61M
Total Sold
$11.05M
Net Transaction
-$1.43M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
024,657+24,65701,3770.77%+1,377
ISHARES TR05,987+5,98706670.37%+667
BLACKROCK ETF TRUST
ISHARES DEFENSE
014,584+14,58404770.27%+477
PALANTIR TECHNOLOGIES INC(PLTR)02,977+2,97704350.24%+435
BLACKROCK ETF TRUST
ISHA LA CORE ETF
010,394+10,39404270.24%+427
UNITED RENTALS INC(URI)01,646+1,64601,1990.67%+1,199
JOHNSON & JOHNSON(JNJ)8,5948,595+11,7792,1011.17%+322
MERCADOLIBRE INC(MELI)01,049+1,04901,8141.01%+1,814
NETFLIX INC.(NFLX)022,135+22,13502,1281.19%+2,128
UNION PAC CORP(UNP)0911+91102210.12%+221
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0611+61102060.12%+206
SCHWAB STRATEGIC TR50,97051,317+3471,3981,5740.88%+176
ISHARES TR8,0068,644+6385,4845,6463.15%+163
MICROSOFT CORP(MSFT)016,924+16,92406,2653.50%+6,265
META PLATFORMS INC(META)3,7274,524+7972,4602,5881.45%+128
FORD MTR CO(F)011,045+11,04501270.07%+127
WALMART INC(WMT)10,49910,419-801,1701,2950.72%+125
GRANITESHARES GOLD TR(BAR)32,84432,611-2331,3961,5040.84%+109
MERCK & CO INC(MRK)6,5106,506-46857830.44%+97
EXXON MOBIL CORP2,9832,616-3673594440.25%+85
NEXTERA ENERGY INC(NEE)5,9466,036+904775610.31%+83
COSTCO WHOLESALE CORPORATION(COST)0440+44004390.25%+439
LOCKHEED MARTIN CORP(LMT)1,4531,256-1977037590.42%+57
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
72,29373,930+1,6374,1384,1902.34%+52
FIRST TR EXCHANGE-TRADED FD7,5497,603+543353860.22%+52
COCA COLA CO(KO)7,1457,092-534995390.30%+40
AMGEN INC(AMGN)1,4491,458+94745130.29%+38
ISHARES TR03,321+3,32103340.19%+334
AT&T INC(T)8,5418,531-102122470.14%+35
SPDR GOLD TR(GLD)688709+212733050.17%+32
PFIZER INC(PFE)10,99610,890-1062743060.17%+32
CATERPILLAR INC(CAT)455413-422612920.16%+32
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
5,8936,535+6422793080.17%+29
DUKE ENERGY CORP NEW(DUK)1,9031,917+142232510.14%+28
AMPLIFY ETF TR31,65431,932+2781,4091,4320.80%+24
ISHARES TR
MSCI USA MMENTM
2,1602,345+1855415630.31%+22
PEPSICO INC(PEP)1,7781,781+32552770.15%+22
AMAZON COM INC(AMZN)(Call)0100+100021+21
INTERNATIONAL BUSINESS MACHS(IBM)7571,009+2522242440.14%+20
ISHARES TR1,6991,711+122402590.14%+19
VANGUARD WHITEHALL FDS3,7103,725+155325520.31%+19
URANIUM ENERGY CORP(UEC)10,00010,00001171350.08%+18
MCDONALDS CORP(MCD)2,8402,849+98688860.49%+18
BLACKROCK ETF TRUST
ISHA I IN TE ETF
17,94718,609+6625986130.34%+16
VANECK ETF TRUST
SEMICONDUCTR ETF
1,019989-303673790.21%+12
REAVES UTIL INCOME FD(UTG)05,777+5,77702270.13%+227
PROCTER & GAMBLE CO(PG)4,4294,452+236356430.36%+8
VANGUARD INDEX FDS1,5781,570-83013080.17%+7
ISHARES TR15,66315,114-5491,1191,1240.63%+5
CISCO SYS INC(CSCO)5,7655,790+254444490.25%+5
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
3,9894,087+982162200.12%+4
CALAMOS CONV OPPORTUNITIES &(CHI)11,22811,221-71181210.07%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,3074,334+272192210.12%+2
GE AEROSPACE(GE)1,1561,255+993563560.20%0
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
8,3728,434+624114110.23%-1
BLACKROCK ETF TRUST
ISHARES US LARG
83,90586,194+2,2892,6582,6561.48%-2
PALO ALTO NETWORKS INC(PANW)2,7523,142+3905075040.28%-3
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
4,9884,888-1003733700.21%-3
ISHARES TR
CORE UNIVRSL USD
12,85912,863+45985940.33%-4
PIMCO INCOME STRATEGY FD10,19010,149-4186810.05%-5
BLACKROCK MULTI SECTOR INC T14,24114,469+2281861810.10%-5
BLACKROCK ETF TRUST
ISHA US THEM ETF
15,52216,281+7595995900.33%-9
EATON VANCE RISK-MANAGED DIV16,42816,586+1581451360.08%-9
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
5,4285,601+1736696560.37%-13
VANGUARD INDEX FDS524526+23293140.18%-15
KRATOS DEFENSE & SEC SOLUTIO(KTOS)3,0003,00002282120.12%-16
BERKSHIRE HATHAWAY INC DEL1,8891,939+509509290.52%-20
CITIGROUP INC(C)2,0431,919-1242382180.12%-21
EATON VANCE TAX-MANAGED GLOB
COM
36,16736,941+7743453200.18%-25
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
144,421147,317+2,8963,7903,7642.10%-26
ABBVIE INC(ABBV)2,5002,503+35715440.30%-27
VANGUARD WORLD FD
INF TECH ETF
568569+14283970.22%-32
SCHWAB CHARLES CORP(SCHW)3,9123,819-933913590.20%-32
THERMO FISHER SCIENTIFIC INC(TMO)422428+62442100.12%-34
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
8,3888,38803733370.19%-36
DISNEY WALT CO(DIS)2,2392,199-402552120.12%-43
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
19,06619,084+181,2671,2200.68%-47
MICRON TECHNOLOGY INC(MU)1,4871,088-3994253680.21%-57
ORACLE CORP(ORCL)6,4828,189+1,7071,2631,2050.67%-59
ISHARES TR
MSCI USA QLT FCT
03,632+3,63206970.39%+697
ISHARES TR11,58912,087+4981,4281,3670.76%-61
INTUITIVE SURGICAL INC476450-262702070.12%-62
JPMORGAN CHASE & CO(JPM)3,6293,724+951,1691,0950.61%-74
VANGUARD INDEX FDS1,8161,820+48867950.44%-91
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
78,46780,456+1,9894,5614,4672.50%-94
BROADCOM INC(AVGO)5,9906,370+3802,0731,9711.10%-102
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
81,72384,188+2,4654,3154,2132.35%-102
ISHARES TR7,8397,388-4511,6621,5600.87%-102
BANK AMERICA CORP12,13611,589-5476685650.32%-103
SALESFORCE INC(CRM)2,1422,452+3105674580.26%-110
ISHARES GOLD TR(IAU)5,4563,643-1,8134433210.18%-122
ISHARES INC
CORE MSCI EMKT
20,15917,602-2,5571,3551,2280.69%-127
SERVICENOW INC(NOW)2,5802,553-273952670.15%-128
INVESCO QQQ TR04,160+4,16002,4011.34%+2,401
GOLDMAN SACHS GROUP INC(GS)2,1662,084-821,9041,7630.99%-141
VISA INC(V)3,3393,369+301,1711,0180.57%-153
GOLDMAN SACHS ETF TR
NASDA 100 ETF
86,05488,673+2,6194,5504,3882.45%-161
UNITEDHEALTH GROUP INC(UNH)03,142+3,14208500.48%+850
STATE STR SPDR S&P 500 ETF T(SPY)6,6326,645+134,5234,3222.41%-201
VISTRA CORP(VST)1,2490-1,2492020-202
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