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Semus Wealth Partners LLC
Semus Wealth Partners, LLC is an independent financial advisory firm headquartered in Boca Raton, Florida. Registered with the SEC, the firm was founded and is owned by Helen J. Semus, and primarily serves high-net-worth individuals, family offices, trusts, estates, businesses, retirement plans, private foundations, and endowments. The firm provides investment advisory services (both discretionary and non-discretionary) and customized financial planning, typically for clients with a minimum relationship size of $5 million. Semus Wealth emphasizes highly-tailored advice and portfolio management, with services designed to meet complex and long-term financial goals. As of 2025, they employ a small team specializing in wealth management and financial planning for affluent individuals and entities.
Investment Strategy
Semus Wealth Partners develops investment strategies tailored to each client's unique needs, risk profile, and goals. They manage portfolios on both discretionary and non-discretionary bases, recommending a mix of certificates of deposit, money market funds, mutual funds, ETFs, CEFs, individual stocks and bonds, options, and other public securities. The firm’s philosophy centers on long-term ownership of diversified portfolios, seeking superior after-tax, inflation-adjusted returns. Their approach also considers short-term tactical adjustments where appropriate, based on client objectives, market fundamentals, or sector outlook. Financial planning is integrated and personalized, with special attention to tax sensitivity, simplification, income needs, estate planning, and overall wealth transfer objectives.
Latest 13F Filing Activity
Semus Wealth Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 113 equity positions with a total 13F market value of $177M. The fund increased holdings in Apple Inc., First TR Exchng Traded FD VI, Alphabet Inc. among other positions. Semus Wealth Partners LLC reduced exposure to First TR Exchng Traded FD VI, First TR Exchng Traded FD VI, Ishares TR among others.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 19.94% | $35.2M | 138,292 | $132.22 | $254.63 | +$6.9M |
N NVDA | NVIDIA CORPORATION | 4.83% | $8.5M | 45,710 | $30.39 | $186.58 | +$1.0M |
M MSFT | MICROSOFT CORP | 3.64% | $6.4M | 12,407 | $279.44 | $517.95 | +$186.1K |
T TSLA | TESLA INC | 3.10% | $5.5M | 12,302 | $146.22 | $444.72 | +$1.4M |
| ALPHABET INC | 3.08% | $5.4M | 22,394 | $102.51 | $243.10 | +$1.5M |
Industry Allocation
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