Artemis Wealth Advisors
Latest statistics and disclosures from Artemis Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EMXC, AMZN, AAPL, SNDK, LRCX, and represent 51.48% of Artemis Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: EMXC (+$29M), META, GLW, IJH, AAPL, KLAC, KEYS, AMAT, NVDA, TER.
- Started 7 new stock positions in AMD, META, GLW, AAOI, BABA, CGNX, SITM.
- Reduced shares in these 6 stocks: MSFT (-$10M), BITB (-$7.1M), SNDK, GOOGL, AVGO, PLTR.
- Sold out of its positions in BITB, PLTR.
- Artemis Wealth Advisors was a net buyer of stock by $32M.
- Artemis Wealth Advisors has $208M in assets under management (AUM), dropping by -70.01%.
- Central Index Key (CIK): 0001767435
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Portfolio Holdings for Artemis Wealth Advisors
Artemis Wealth Advisors holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Msci Emrg Chn (EMXC) | 29.6 | $62M | +89% | 783k | 78.66 |
|
| Amazon (AMZN) | 7.4 | $16M | 74k | 208.31 |
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| Apple (AAPL) | 6.1 | $13M | +26% | 50k | 253.79 |
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| Sandisk Corp (SNDK) | 4.3 | $8.9M | -26% | 14k | 635.34 |
|
| Lam Research Corp Com New (LRCX) | 4.1 | $8.5M | 40k | 213.57 |
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| NVIDIA Corporation (NVDA) | 3.8 | $8.0M | +30% | 46k | 174.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.7 | $7.8M | 23k | 337.96 |
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| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 3.5 | $7.4M | 881k | 8.36 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $6.0M | -26% | 21k | 287.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $6.0M | +89% | 88k | 67.53 |
|
| Intel Corporation (INTC) | 2.8 | $5.7M | +3% | 130k | 44.13 |
|
| Kla Corp Com New (KLAC) | 2.5 | $5.3M | +80% | 3.6k | 1472.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $5.3M | +10% | 11k | 479.20 |
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| Applied Materials (AMAT) | 2.1 | $4.4M | +73% | 13k | 341.79 |
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| Lumentum Hldgs (LITE) | 2.0 | $4.2M | 6.0k | 702.76 |
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| Teradyne (TER) | 1.9 | $4.0M | +80% | 14k | 296.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $3.8M | 13k | 286.86 |
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| Keysight Technologies (KEYS) | 1.6 | $3.4M | +140% | 12k | 282.42 |
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| Broadcom (AVGO) | 1.6 | $3.3M | -36% | 11k | 309.51 |
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| Meta Platforms Cl A (META) | 1.5 | $3.1M | NEW | 5.5k | 572.13 |
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| Corning Incorporated (GLW) | 1.5 | $3.1M | NEW | 23k | 135.96 |
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| Coherent Corp (COHR) | 1.4 | $2.9M | +20% | 12k | 238.10 |
|
| Microsoft Corporation (MSFT) | 1.2 | $2.4M | -80% | 6.5k | 370.18 |
|
| Amkor Technology (AMKR) | 0.9 | $1.8M | +17% | 41k | 45.03 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.9 | $1.8M | 8.4k | 218.75 |
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| Sitime Corp (SITM) | 0.7 | $1.4M | NEW | 4.0k | 345.35 |
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| Microchip Technology (MCHP) | 0.6 | $1.2M | 18k | 64.61 |
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| Applied Optoelectronics (AAOI) | 0.5 | $1.1M | NEW | 13k | 84.59 |
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| Advanced Micro Devices (AMD) | 0.4 | $814k | NEW | 4.0k | 203.43 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $801k | 4.2k | 192.89 |
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| Cognex Corporation (CGNX) | 0.4 | $735k | NEW | 15k | 48.99 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.4 | $734k | 1.7k | 430.29 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $630k | 9.2k | 68.14 |
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| Uber Technologies (UBER) | 0.3 | $575k | 8.0k | 71.93 |
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| Johnson & Johnson (JNJ) | 0.3 | $561k | +44% | 2.3k | 244.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $430k | +4% | 467.00 | 919.77 |
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| Visa Com Cl A (V) | 0.2 | $396k | 1.3k | 302.24 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $374k | 748.00 | 499.66 |
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| Spdr Series Trust State Street Spd (PSK) | 0.2 | $335k | 11k | 30.84 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $299k | 6.9k | 43.66 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $283k | 3.1k | 92.29 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $278k | 3.9k | 70.36 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $251k | NEW | 2.0k | 125.49 |
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| Abbott Laboratories (ABT) | 0.1 | $230k | 2.2k | 102.65 |
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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 2026 Q1 filed May 14, 2026
- 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