Artemis Wealth Advisors
Latest statistics and disclosures from Artemis Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, EMXC, MSFT, AMZN, NVDA, and represent 90.52% of Artemis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$6.8M), INTC, NET, ANET, EMXC, IJH, BE, ITA, PSK, BOND.
- Started 5 new stock positions in INTC, BE, ANET, NET, GOOGL.
- Reduced shares in these 8 stocks: QQQ (-$47M), TLN (-$29M), AMZN (-$6.8M), META, MSFT, GEV, AAPL, RTX.
- Sold out of its position in GEV.
- Artemis Wealth Advisors was a net seller of stock by $-73M.
- Artemis Wealth Advisors has $919M in assets under management (AUM), dropping by 4.07%.
- Central Index Key (CIK): 0001767435
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Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 82.5 | $758M | -5% | 1.3M | 600.37 |
|
| Ishares Msci Emrg Chn (EMXC) | 2.9 | $27M | +3% | 406k | 66.56 |
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| Microsoft Corporation (MSFT) | 2.3 | $21M | -6% | 40k | 517.95 |
|
| Amazon (AMZN) | 1.7 | $16M | -29% | 73k | 219.57 |
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| NVIDIA Corporation (NVDA) | 1.1 | $10M | 55k | 186.58 |
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| Apple (AAPL) | 1.1 | $10M | 40k | 254.63 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.0 | $9.3M | 150k | 62.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $9.2M | 33k | 279.29 |
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| Broadcom (AVGO) | 0.9 | $8.4M | 26k | 329.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.8M | NEW | 28k | 243.10 |
|
| Meta Platforms Cl A (META) | 0.7 | $6.6M | -21% | 9.0k | 734.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.3M | 11k | 502.74 |
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| Lam Research Corp Com New (LRCX) | 0.4 | $4.0M | 30k | 133.90 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $3.6M | 20k | 182.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.2M | 13k | 243.54 |
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| Talen Energy Corp (TLN) | 0.3 | $3.2M | -90% | 500.00 | 6380.70 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $3.1M | +50% | 47k | 65.26 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $1.8M | 8.4k | 209.27 |
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| Constellation Energy (CEG) | 0.2 | $1.6M | 5.0k | 329.07 |
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| Intel Corporation (INTC) | 0.2 | $1.5M | NEW | 45k | 33.55 |
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| Cloudflare Cl A Com (NET) | 0.2 | $1.5M | NEW | 7.0k | 214.59 |
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| Arista Networks Com Shs (ANET) | 0.2 | $1.5M | NEW | 10k | 145.71 |
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| Uber Technologies (UBER) | 0.1 | $784k | 8.0k | 97.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 100.00 | 7542.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $695k | 4.2k | 167.31 |
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| Bloom Energy Corp Com Cl A (BE) | 0.1 | $677k | NEW | 8.0k | 84.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $606k | 1.7k | 355.47 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $392k | 9.2k | 42.37 |
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| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 0.0 | $348k | 11k | 33.07 |
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| Johnson & Johnson (JNJ) | 0.0 | $294k | 1.6k | 185.38 |
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| Visa Com Cl A (V) | 0.0 | $285k | 836.00 | 341.38 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $279k | 3.0k | 93.36 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $262k | 3.9k | 66.87 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $259k | 6.8k | 38.29 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $253k | 444.00 | 568.81 |
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| Abbott Laboratories (ABT) | 0.0 | $232k | 1.7k | 133.91 |
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| Eli Lilly & Co. (LLY) | 0.0 | $201k | 264.00 | 763.00 |
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Past Filings by Artemis Wealth Advisors
SEC 13F filings are viewable for Artemis Wealth Advisors going back to 2022
- Artemis Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Artemis Wealth Advisors 2025 Q2 filed Aug. 5, 2025
- Artemis Wealth Advisors 2025 Q1 filed April 30, 2025
- Artemis Wealth Advisors 2024 Q4 filed Feb. 4, 2025
- Artemis Wealth Advisors 2024 Q3 filed Oct. 31, 2024
- Artemis Wealth Advisors 2024 Q2 filed Aug. 5, 2024
- Artemis Wealth Advisors 2024 Q1 filed April 26, 2024
- Artemis Wealth Advisors 2023 Q4 filed Feb. 9, 2024
- Artemis Wealth Advisors 2023 Q3 filed Oct. 18, 2023
- Artemis Wealth Advisors 2021 Q1 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q2 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q3 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2021 Q4 amended filed Sept. 11, 2023
- Artemis Wealth Advisors 2020 Q1 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2020 Q2 amended filed Sept. 5, 2023
- Artemis Wealth Advisors 2020 Q3 amended filed Sept. 5, 2023