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Home > Institutional Investor > Semus Wealth Partners Llc > Profile

Instuitional Investor - Semus Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Semus Wealth Partners Llc
Portfolio Value $206,905,960
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 135,255 $39,137,469 18.92%
2.
Alphabet Inc.
 GOOGL 23,857 $8,525,636 4.12%
3.
Nvidia Corp
 NVDA 42,224 $8,448,577 4.08%
4.
Ishares Trust
 IEF 11,087 $8,302,962 4.01%
5.
Alphabet Inc.
 GOOGL 18,717 $6,613,241 3.2%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.