Artemis Wealth Advisors
Latest statistics and disclosures from Artemis Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, EMXC, AMZN, MSFT, AAPL, and represent 87.72% of Artemis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SNDK, INTC, KLAC, LITE, AMAT, COHR, LRCX, TER, AMKR, MCHP.
- Started 9 new stock positions in SNDK, TER, MCHP, COHR, AMKR, KLAC, LITE, KEYS, AMAT.
- Reduced shares in these 10 stocks: QQQ (-$238M), , NVDA, TLN, MSFT, AVGO, TSM, PLTR, CEG, NET.
- Sold out of its positions in ANET, BRK.A, BE, NET, CEG, META, TLN.
- Artemis Wealth Advisors was a net seller of stock by $-246M.
- Artemis Wealth Advisors has $695M in assets under management (AUM), dropping by -24.40%.
- Central Index Key (CIK): 0001767435
Tip: Access up to 7 years of quarterly data
Positions held by Artemis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 77.0 | $535M | -30% | 873k | 612.60 |
|
| Ishares Msci Emrg Chn (EMXC) | 4.3 | $30M | 414k | 72.68 |
|
|
| Amazon (AMZN) | 2.5 | $17M | 74k | 230.82 |
|
|
| Microsoft Corporation (MSFT) | 2.4 | $16M | -16% | 34k | 483.62 |
|
| Apple (AAPL) | 1.6 | $11M | 40k | 271.86 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $8.9M | 29k | 313.02 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 1.0 | $7.1M | 150k | 47.56 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $7.0M | -30% | 23k | 303.89 |
|
| Lam Research (LRCX) | 1.0 | $6.8M | +33% | 40k | 171.18 |
|
| NVIDIA Corporation (NVDA) | 0.9 | $6.5M | -36% | 35k | 186.50 |
|
| Broadcom (AVGO) | 0.8 | $5.7M | -35% | 17k | 346.10 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.0M | -4% | 10k | 502.65 |
|
| Intel Corporation (INTC) | 0.7 | $4.6M | +177% | 125k | 36.90 |
|
| Sandisk Corp (SNDK) | 0.6 | $4.5M | NEW | 19k | 237.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.2M | 13k | 313.79 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.1M | 47k | 66.00 |
|
|
| Kla Corp Com New (KLAC) | 0.3 | $2.4M | NEW | 2.0k | 1215.08 |
|
| Lumentum Hldgs (LITE) | 0.3 | $2.2M | NEW | 6.0k | 368.59 |
|
| Applied Materials (AMAT) | 0.3 | $1.9M | NEW | 7.5k | 256.99 |
|
| Coherent Corp (COHR) | 0.3 | $1.8M | NEW | 10k | 184.57 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.3 | $1.8M | 8.4k | 214.70 |
|
|
| Teradyne (TER) | 0.2 | $1.5M | NEW | 7.5k | 193.56 |
|
| Amkor Technology (AMKR) | 0.2 | $1.4M | NEW | 35k | 39.48 |
|
| Microchip Technology (MCHP) | 0.2 | $1.1M | NEW | 18k | 63.72 |
|
| Keysight Technologies (KEYS) | 0.1 | $1.0M | NEW | 5.0k | 203.19 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $759k | 4.1k | 183.39 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $711k | -80% | 4.0k | 177.75 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $676k | 1.7k | 396.31 |
|
|
| Uber Technologies (UBER) | 0.1 | $654k | 8.0k | 81.71 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $596k | 9.2k | 64.42 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $478k | +68% | 445.00 | 1074.68 |
|
| Visa Com Cl A (V) | 0.1 | $459k | +56% | 1.3k | 350.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $427k | +68% | 748.00 | 570.88 |
|
| Spdr Series Trust State Street Spd (PSK) | 0.0 | $341k | +2% | 11k | 31.69 |
|
| Johnson & Johnson (JNJ) | 0.0 | $328k | 1.6k | 206.99 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $292k | 3.9k | 74.27 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $282k | 3.0k | 93.09 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $281k | +29% | 2.2k | 125.27 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $258k | 6.8k | 37.87 |
|
Past Filings by Artemis Wealth Advisors
SEC 13F filings are viewable for Artemis Wealth Advisors going back to 2022
- Artemis Wealth Advisors 2025 Q4 filed Feb. 13, 2026
- 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