Semus Wealth Partners LLC

RIA/Wealth

Semus Wealth Partners LLC is a RIA/Wealth based in Boca Raton, FL led by Helen J Semus, reporting $215.1M in AUM as of Q3 2025 with 36% ETF concentration and 20% allocation to AAPL.

CEOHelen J Semus

Portfolio Value: $175.9M
Positions: 111
Top Holding: AAPL at 20.02%
Last Reported: Q3 2025

Address150 E Palmetto Park Road, Suite 800, Boca Raton, FL, 33432, United States

Top Holdings

Largest long holdings in Semus Wealth Partners LLC's portfolio (47.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$35.2M	20.02%	+$90.6K Bought	0.00% 138.3K shares	Q4 2022 Held for 2y 11m
2 Nvidia NVDA	Semiconductors Technology	$8.5M	4.85%	-$320.9K Sold	0.00% 45.7K shares	Q4 2022 Held for 2y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$6.4M	3.65%	-$71.5K Sold	0.00% 12.4K shares	Q4 2022 Held for 2y 11m
4 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$5.5M	3.11%	-$163.2K Sold	0.00% 12.3K shares	Q4 2022 Held for 2y 11m
5 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$5.4M	3.10%	-$31.4K Sold	0.00% 22.4K shares	Q4 2022 Held for 2y 11m
6 iShares Core S&P 500 ETF IVV	ETF ETF	$5.4M	3.04%	+$48.9K Bought	— 8.0K shares	Q4 2022 Held for 2y 11m
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$4.5M	2.57%	-$35.1K Sold	0.00% 18.6K shares	Q4 2022 Held for 2y 11m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.5M	2.56%	+$48.3K Bought	0.00% 20.5K shares	Q4 2022 Held for 2y 11m
9 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.4M	2.51%	-$87.3K Sold	— 6.6K shares	Q4 2022 Held for 2y 11m
10 J.P. Morgan Nasdaq Equity Premium Income JEPQ	ETF ETF	$4.4M	2.49%	+$481.7K Bought	— 76.1K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Semus Wealth Partners LLC's latest filing

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Market Value

$175.9M

Prior: $153.9M

Q/Q Change

+14.26%

+$21.9M

Net Flows % of MV

-0.492%

Turnover Ratio

7.12%

New Purchases

6 stocks

$1.6M

Added To

47 stocks

+$7.5M

Sold Out Of

10 stocks

$6.7M

Reduced Holdings

50 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 BWX Technologies BWXT	New	0 → 2.0K +$363.8K
2 Kratos Defense & Security Solutions KTOS	New	0 → 3.0K +$274.1K
3 iShares U.S. Aerospace & Defense ITA	New	0 → 1.3K +$261.6K
4 Micron Technology MU	New	0 → 1.5K +$248.6K
5 Spotify Technology SPOT	New	0 → 350.0 +$244.3K

Decreased Positions

Position	Shares Δ	Change
1 FJAN FT Vest U.S. Equity Buffer ETF FJAN	Sold	69.5K → 0 −$3.3M
2 FT Vest U.S. Equity Buffer ETF FFEB	Sold	16.4K → 0 −$860.9K
3 iShares MSCI EAFE Growth EFG	Sold	4.3K → 0 −$479.2K
4 FSEP FT Vest U.S. Equity Buffer ETF FSEP	Sold	9.1K → 0 −$435.4K
5 FOCT FT Vest U.S. Equity Buffer ETF FOCT	Sold	9.2K → 0 −$413.4K

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Analytics

Portfolio insights and performance metrics for Semus Wealth Partners LLC

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Sector Allocation

ETF

36.20%

Technology

31.20%

Communication Services

8.90%

Consumer Cyclical

7.60%

Financial Services

4.80%

Healthcare

4.70%

Consumer Defensive

1.70%

Industrials

1.60%

Utilities

0.50%

Energy

0.30%

Market Cap Distribution

Mega Cap (> $200B)

56.01%

Large Cap ($10B - $200B)

5.13%

Mid Cap ($2B - $10B)

0.08%

Small Cap ($300M - $2B)

0.10%

N/A (ETF or Unknown)

38.68%

Portfolio Concentration

Top 10 Holdings %

47.91%

Top 20 Holdings %

67.11%

Top 50 Holdings %

88.51%

Top 100 Holdings %

99.01%