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Portfolio (Quarterly) Guide ↗

Semus Wealth Partners LLC

· CIK 0001964775
13F Portfolio $207M AUM 111 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 46 Added 41 Reduced 16 Exited
Page 3 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETJ EATON VANCE RISK-MANAGED DIV Financial Services 13,497.0 $112K 0.05% -3K -17.8% $8.27 +1.1%
Page 3 of 3  ·  41 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 50.4%
Financial Services 14.4%
Consumer Cyclical 10.4%
Communication Services 10.2%
Healthcare 9.0%
Consumer Defensive 2.3%
Industrials 2.2%
Utilities 0.8%
Energy 0.3%