Artemis Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1767435 · latest 13F-HR filed 2026-05-14

Artemis Wealth Advisors, LLC manages $662.3M in 13F-reported U.S. long-equity assets across 45 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are QQQ (69.46%), EMXC (9.30%), AMZN (2.34%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 7 new positions, exited 2, added to 21, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$662.3M

Long-equity book

Holdings

45

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+7 / −2 / ↑21 / ↓11

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES INC$31.6M +105.0%
  • SANDISK CORP$4.4M +97.2%
  • ISHARES TR$2.9M +93.4%
  • KLA CORP$2.9M +118.1%
  • TERADYNE INC$2.6M +175.7%
Show all 21

Top Trims

  • MICROSOFT CORP-$14.0M -85.4%
  • ALPHABET INC-$2.9M -32.9%
  • BROADCOM INC-$2.4M -42.8%
  • AMAZON COM INC-$1.6M -9.2%
  • ALPHABET INC-$327.3K -7.8%
Show all 11

New Positions

  • META PLATFORMS INC$3.1M
  • CORNING INC$3.1M
  • SITIME CORP$1.4M
  • APPLIED OPTOELECTRONICS INC$1.1M
  • ADVANCED MICRO DEVICES INC$813.7K
Show all 7

Exited Positions

  • BITWISE BITCOIN ETF TR$7.1M
  • PALANTIR TECHNOLOGIES INC$711.0K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 INVESCO QQQ TR QQQ 46090E103 $460.0M 69.46% 727,869 SH
2 ISHARES INC EMXC 46434G764 $61.6M 9.30% 783,254 SH
3 AMAZON COM INC AMZN 023135106 $15.5M 2.34% 74,263 SH
4 APPLE INC AAPL 037833100 $12.7M 1.92% 50,137 SH
5 SANDISK CORP SNDK 80004C200 $8.9M 1.34% 14,000 SH
6 LAM RESEARCH CORP LRCX 512807306 $8.5M 1.29% 40,000 SH
7 NVIDIA CORPORATION NVDA 67066G104 $8.0M 1.20% 45,639 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $7.8M 1.17% 23,000 SH
9 ALPHABET INC GOOGL 02079K305 $6.0M 0.91% 20,854 SH
10 ISHARES TR IJH 464287507 $6.0M 0.90% 88,349 SH
11 INTEL CORP INTC 458140100 $5.7M 0.87% 130,099 SH
12 KLA CORP KLAC 482480100 $5.3M 0.80% 3,600 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.3M 0.80% 11,042 SH
14 APPLIED MATLS INC AMAT 038222105 $4.4M 0.67% 13,000 SH
15 LUMENTUM HLDGS INC LITE 55024U109 $4.2M 0.64% 6,000 SH
16 TERADYNE INC TER 880770102 $4.0M 0.60% 13,500 SH
17 ALPHABET INC GOOG 02079K107 $3.8M 0.58% 13,409 SH
18 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $3.4M 0.51% 12,000 SH
19 BROADCOM INC AVGO 11135F101 $3.3M 0.49% 10,558 SH
20 META PLATFORMS INC META 30303M102 $3.1M 0.48% 5,500 SH
21 CORNING INC GLW 219350105 $3.1M 0.46% 22,500 SH
22 COHERENT CORP COHR 19247G107 $2.9M 0.43% 12,000 SH
23 MICROSOFT CORP MSFT 594918104 $2.4M 0.36% 6,472 SH
24 AMKOR TECHNOLOGY INC AMKR 031652100 $1.8M 0.28% 41,000 SH
25 ISHARES TR ITA 464288760 $1.8M 0.28% 8,420 SH
26 SITIME CORP SITM 82982T106 $1.4M 0.21% 4,000 SH
27 INVESCO QQQ TR Put QQQ 46090E103 $1.3M 0.19% 153,100 SH
28 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $1.2M 0.18% 18,000 SH
29 APPLIED OPTOELECTRONICS INC AAOI 03823U102 $1.1M 0.17% 13,000 SH
30 ADVANCED MICRO DEVICES INC AMD 007903107 $813.7K 0.12% 4,000 SH
31 RTX CORPORATION RTX 75513E101 $800.5K 0.12% 4,150 SH
32 COGNEX CORP CGNX 192422103 $734.9K 0.11% 15,000 SH
33 SPDR GOLD TR GLD 78463V107 $734.1K 0.11% 1,706 SH
34 ISHARES SILVER TR SLV 46428Q109 $629.9K 0.10% 9,244 SH
35 UBER TECHNOLOGIES INC UBER 90353T100 $575.4K 0.09% 8,000 SH
36 JOHNSON & JOHNSON JNJ 478160104 $560.8K 0.08% 2,294 SH
37 ELI LILLY & CO LLY 532457108 $429.5K 0.06% 467 SH
38 VISA INC V 92826C839 $395.6K 0.06% 1,309 SH
39 MASTERCARD INCORPORATED MA 57636Q104 $373.7K 0.06% 748 SH
40 SPDR SERIES TRUST PSK 78464A292 $335.1K 0.05% 10,865 SH
41 FIRST TR EXCHANGE-TRADED FD EMLP 33738D101 $299.2K 0.05% 6,853 SH
42 PIMCO ETF TR BOND 72201R775 $282.9K 0.04% 3,066 SH
43 FIDELITY COVINGTON TRUST FHLC 316092600 $277.7K 0.04% 3,947 SH
44 ALIBABA GROUP HLDG LTD BABA 01609W102 $251.0K 0.04% 2,000 SH
45 ABBOTT LABORATORIES ABT 002824100 $230.3K 0.03% 2,244 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $662.3M 45 0001941040-26-000360
2025-12-31 2026-02-13 $694.9M 40 0001941040-26-000152
2025-09-30 2025-11-12 $918.8M 38 0001941040-25-000634