Semus Wealth Partners LLC has disclosed its latest investment holdings in a recent SEC filing, revealing a total value of over $219 million as of September 30, 2026. This filing is significant as it reflects the firm's investment strategy and positions in various sectors, particularly technology and consumer goods.
Based in Boca Raton, Florida, Semus Wealth Partners LLC operates in the investment management industry. The firm is categorized under the Central Index Key (CIK) number 0001964775. The recent filing, dated October 22, 2026, is a 13F-HR report, which provides insights into the firm’s investment strategies and holdings.
The filing indicates that Semus Wealth Partners holds significant stakes in major companies, including Alphabet Inc, Amazon, and Apple Inc. The total number of reported holdings stands at 110, with a total reported value of $219,601,204. This diverse portfolio showcases the firm's focus on high-growth sectors, particularly in technology.
According to the filing, the firm’s CEO, Helen Semus, signed off on the report, emphasizing the importance of transparency in investment management. The filing states, "This report reflects our commitment to providing our clients with a clear view of our investment strategies and holdings." This commitment to transparency is crucial in the competitive landscape of investment management.
The report may have implications for various stakeholders, including clients, competitors, and analysts. Clients may gain confidence in Semus Wealth Partners’ investment decisions, while competitors will likely analyze the firm’s strategies to gauge market trends and client preferences. The focus on technology and consumer sectors aligns with broader market trends, suggesting a strategic positioning that could influence future investment decisions across the industry.
Looking ahead, it is unclear what specific actions Semus Wealth Partners will take following this filing. The firm has not indicated any upcoming votes or additional filings related to this report. The filing does not specify what happens next, leaving the market to speculate on potential future strategies.