Fund HoldingsSemus Wealth Partners LLC

Total Portfolio Value
$206.91M
Total Bought
$27.81M
Total Sold
$17.12M
Net Transaction
+$10.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
082,839+82,83904,6562.25%+4,656
APPLE INC(AAPL)136,878135,255-1,62334,73839,13718.92%+4,399
ISHARES TR8,64411,087+2,4435,6468,3034.01%+2,657
ELI LILLY & CO(LLY)4,6555,155+5004,2816,1832.99%+1,902
ALPHABET INC(GOOG)23,68223,857+1756,8108,5264.12%+1,716
GOLDMAN SACHS ETF TR
NASDA 100 ETF
88,67396,001+7,3284,3885,6942.75%+1,305
ALPHABET INC(GOOG)18,57018,717+1475,3276,6133.20%+1,286
MICRON TECHNOLOGY INC(MU)1,0881,223+1353681,4120.68%+1,044
NVIDIA CORPORATION(NVDA)42,86342,224-6397,4758,4494.08%+973
INVESCO QQQ TR4,1604,507+3472,4013,3191.60%+918
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
84,18890,432+6,2444,2135,0252.43%+813
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
147,317153,022+5,7053,7644,4992.17%+735
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
80,45683,243+2,7874,4675,1162.47%+649
PALO ALTO NETWORKS INC(PANW)3,1423,379+2375041,1520.56%+649
TESLA INC(TSLA)13,87213,800-725,1575,8042.81%+647
ASML HLDG NV
N Y REGISTRY SHS
340544+2044491,0820.52%+633
ADVANCED MICRO DEVICES INC(AMD)01,041+1,04106050.29%+605
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
016,479+16,47906030.29%+603
STATE STR SPDR S&P 500 ETF T(SPY)6,6456,580-654,3224,9132.37%+592
BLACKROCK ETF TRUST
ISHARES US EQUIT
34,81236,828+2,0162,0252,5051.21%+479
BLACKROCK ETF TRUST
ISHARES US LARG
86,19492,395+6,2012,6563,1261.51%+470
BROADCOM INC(AVGO)6,3706,461+911,9712,4411.18%+469
AMAZON COM INC(AMZN)21,32720,510-8174,4424,8882.36%+447
ISHARES TR12,08712,743+6561,3671,7530.85%+385
LAM RESEARCH CORP(LRCX)0820+82003550.17%+355
APPLIED MATLS INC0479+47903460.17%+346
ISHARES TR
CORE UNIVRSL USD
12,86319,813+6,9505949140.44%+320
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
23,28222,901-3811,9682,2581.09%+290
VANECK ETF TRUST
SEMICONDUCTR ETF
98998903796490.31%+269
GOLDMAN SACHS GROUP INC(GS)2,0842,007-771,7632,0300.98%+267
ORACLE CORP(ORCL)8,18910,008+1,8191,2051,4670.71%+262
META PLATFORMS INC(META)4,5245,018+4942,5882,8271.37%+238
GE VERNOVA INC(GEV)0201+20102360.11%+236
CISCO SYS INC(CSCO)5,7905,817+274496830.33%+234
BLACKROCK ETF TRUST
ISHA I IN TE ETF
18,60916,057-2,5526138470.41%+233
MORGAN STANLEY(MS)01,083+1,08302260.11%+226
UNITEDHEALTH GROUP INC(UNH)3,1422,571-5718501,0690.52%+218
AMERICAN EXPRESS CO(AXP)0636+63602150.10%+215
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
02,602+2,60202110.10%+211
PALANTIR TECHNOLOGIES INC(PLTR)2,9775,521+2,5444356440.31%+209
BLACKROCK ETF TRUST
ISHA SYST AL ETF
07,373+7,37302070.10%+207
CATERPILLAR INC(CAT)413457+442924870.24%+195
BLACKROCK ETF TRUST
ISHA LA CORE ETF
10,39412,146+1,7524276120.30%+185
ISHARES TR5,9876,793+8066678450.41%+178
ISHARES TR
MSCI USA MMENTM
2,3452,142-2035637340.35%+172
VANGUARD INDEX FDS1,82011,203+9,3837959650.47%+170
INTERNATIONAL BUSINESS MACHS(IBM)1,0091,440+4312444050.20%+161
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
4,0876,568+2,4812203510.17%+132
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
24,65724,65701,3771,5040.73%+126
VANGUARD WORLD FD
INF TECH ETF
5694,352+3,7833975200.25%+123
JPMORGAN CHASE & CO(JPM)3,7243,689-351,0951,2080.58%+112
VISA INC(V)3,3693,289-801,0181,1290.55%+110
UNITED RENTALS INC(URI)1,6461,148-4981,1991,3010.63%+102
GE AEROSPACE(GE)1,2551,218-373564550.22%+99
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
73,93075,807+1,8774,1904,2822.07%+91
TAIWAN SEMICONDUCTOR MANUFAC(TSM)611609-22062910.14%+84
BLACKROCK ETF TRUST
ISHARES DEFENSE
14,58417,589+3,0054775590.27%+82
JOHNSON & JOHNSON(JNJ)8,5958,563-322,1012,1751.05%+74
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
19,08419,111+271,2201,2910.62%+72
SALESFORCE INC(CRM)2,4523,355+9034585260.25%+68
SPDR GOLD TR(GLD)7091,009+3003053720.18%+67
J P MORGAN EXCHANGE TRADED F
BETABUILDRS US
5,6015,352-2496567210.35%+65
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
8,3888,457+693373990.19%+62
ABBVIE INC(ABBV)2,5032,408-955446060.29%+62
MERCADOLIBRE INC(MELI)1,0491,104+551,8141,8740.91%+60
CITIGROUP INC(C)1,9191,927+82182700.13%+52
EATON VANCE TAX-MANAGED GLOB
COM
36,94137,705+7643203700.18%+50
SCHWAB STRATEGIC TR51,31751,161-1561,5741,6220.78%+48
VANGUARD INDEX FDS526527+13143620.17%+48
MERCK & CO INC(MRK)6,5066,461-457838300.40%+48
BERKSHIRE HATHAWAY INC DEL1,9391,93909299700.47%+41
FORD MTR CO(F)11,04512,120+1,0751271680.08%+41
VANGUARD WHITEHALL FDS3,7253,741+165525910.29%+40
SERVICENOW INC(NOW)2,5533,081+5282673060.15%+39
BANK OF AMER CORP11,58910,559-1,0305656020.29%+37
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
4,8884,916+283704060.20%+35
AMPLIFY ETF TR31,93232,086+1541,4321,4660.71%+34
VANGUARD INDEX FDS1,5701,560-103083400.16%+32
MASTERCARD INCORPORATED(MA)3,3403,299-411,6691,6940.82%+25
COCA COLA CO(KO)7,0926,938-1545395640.27%+24
AMGEN INC(AMGN)1,4581,466+85135310.26%+18
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
6,5356,849+3143083210.16%+14
ISHARES TR1,7111,723+122592690.13%+10
DISNEY WALT CO(DIS)2,1992,292+932122210.11%+9
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
4,3344,362+282212220.11%+2
PROCTER & GAMBLE CO(PG)4,4524,366-866436400.31%-3
SCHWAB CHARLES CORP(SCHW)3,8193,832+133593540.17%-5
DUKE ENERGY CORP NEW(DUK)1,9171,933+162512450.12%-6
FIRST TR EXCHANGE-TRADED FD7,6037,671+683863730.18%-13
REAVES UTIL INCOME FD(UTG)5,7775,227-5502272130.10%-14
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
8,4347,798-6364113940.19%-17
EATON VANCE RISK-MANAGED DIV(ETJ)16,58613,497-3,0891361120.05%-24
BLACKROCK MULTI SECTOR INC T(BIT)14,46912,250-2,2191811530.07%-28
COSTCO WHOLESALE CORPORATION(COST)440438-24394100.20%-28
URANIUM ENERGY CORP(UEC)10,00010,00001351070.05%-28
NEXTERA ENERGY INC(NEE)6,0366,034-25615300.26%-31
PFIZER INC(PFE)10,89011,093+2033062670.13%-39
ISHARES TR3,3212,940-3813342950.14%-39
ISHARES GOLD TR(IAU)3,6433,698+553212790.13%-42
MICROSOFT CORP(MSFT)16,92416,666-2586,2656,2173.00%-48
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Semus Wealth Partners LLC — 13F Holdings — Q2 2026 | TickerTrail