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Portfolio (Quarterly) Guide ↗

Semus Wealth Partners LLC

· CIK 0001964775
13F Portfolio $186M AUM 111 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 45 Added 32 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 9,731 $381K 0.22% SOLD
2 AGG ISHARES TR 3,343 $335K 0.19% SOLD
3 HD HOME DEPOT INC Consumer Cyclical 615 $249K 0.14% SOLD
4 SPOT SPOTIFY TECHNOLOGY S A Communication Services 350 $244K 0.14% SOLD
5 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 14,486 $217K 0.12% SOLD
6 PTY PIMCO CORPORATE & INCOME OPP Financial Services 11,436 $165K 0.09% SOLD
7 PCN PIMCO CORPORATE & INCM STRG Financial Services 10,188 $136K 0.08% SOLD
8 F FORD MTR CO Consumer Cyclical 10,024 $120K 0.07% SOLD
9 PFN PIMCO INCOME STRATEGY FD II Financial Services 15,347 $116K 0.07% SOLD
Sector Allocation
Technology 46.9%
Financial Services 14.6%
Communication Services 14.2%
Consumer Cyclical 10.4%
Healthcare 8.1%
Industrials 2.4%
Consumer Defensive 2.4%
Utilities 0.7%
Energy 0.4%