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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
Page 6 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 JMST J P MORGAN EXCHANGE TRADED F 4,307.0 $219K 0.12% -169.0 -3.8% $50.93 -0.1%
102 UTG REAVES UTIL INCOME FD Financial Services 5,950.0 $218K 0.12% -2K -27.8% $36.58 +11.3%
103 JBND J P MORGAN EXCHANGE TRADED F 3,989.0 $216K 0.12% NEW $54.07 -2.4%
104 T AT&T INC Communication Services 8,541.0 $212K 0.11% -119.0 -1.4% $24.84 -1.7%
105 MS MORGAN STANLEY Financial Services 1,137.0 $202K 0.11% NEW $177.49 +8.6%
106 VST VISTRA CORP Utilities 1,249.0 $202K 0.11% $161.33 -15.2%
107 BIT BLACKROCK MULTI SECTOR INC T Financial Services 14,241.0 $186K 0.10% -5K -27.1% $13.06 -6.5%
108 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 16,428.0 $145K 0.08% -2K -11.6% $8.82 -6.1%
109 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 11,228.0 $118K 0.06% -5K -31.9% $10.48 +11.5%
110 UEC URANIUM ENERGY CORP Energy 10,000.0 $117K 0.06% $11.68 +13.0%
111 PFL PIMCO INCOME STRATEGY FD Financial Services 10,190.0 $86K 0.05% $8.43 -9.3%
Page 6 of 6  ·  111 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%