Artemis Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1767435 · latest 13F-HR filed 2026-08-14

Artemis Wealth Advisors, LLC manages $834.5M in 13F-reported U.S. long-equity assets across 55 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are QQQ (64.88%), EMXC (7.01%), SNDK (2.86%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions, exited 0, added to 27, and trimmed 26.

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.

Filer Information
Address
2 SEAVIEW BLVD
STE 102
PORT WASHINGTON, NY 11050
Phone
(212) 838-9000
Filing Manager
Artemis Wealth Advisors, LLC
Port Washington, NY
Signatory
J. David Duebendorfer
President/COO
Loading holdings…
AUM

$834.5M

Long-equity book

Holdings

55

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑27 / ↓26

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INVESCO QQQ TR$524.1M +3023.6%
  • ISHARES INC$51.9M +785.6%
  • SANDISK CORP$23.2M +3698.9%
  • INTEL CORP$17.6M +725.7%
  • LAM RESEARCH CORP$16.8M +3147.5%
Show all 27 →

Top Trims

  • MICROCHIP TECHNOLOGY INC.-$539.5M -99.6%
  • MICRON TECHNOLOGY INC-$52.1M -89.1%
  • PIMCO ETF TR-$23.6M -98.8%
  • MICROSOFT CORP-$17.8M -89.0%
  • RTX CORPORATION-$10.1M -92.7%
Show all 26 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
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 $541.4M 64.88% 735,215 SH
2 ISHARES INC EMXC 46434G764 $58.5M 7.01% 571,595 SH
3 SANDISK CORP SNDK 80004C200 $23.9M 2.86% 10,500 SH
4 INTEL CORP INTC 458140100 $20.0M 2.39% 143,099 SH
5 AMAZON COM INC AMZN 023135106 $17.6M 2.11% 73,803 SH
6 LAM RESEARCH CORP LRCX 512807306 $17.3M 2.08% 40,000 SH
7 APPLE INC AAPL 037833100 $11.5M 1.38% 39,684 SH
8 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.0M 1.32% 23,000 SH
9 KLA CORP KLAC 482480100 $10.9M 1.30% 36,000 SH
10 APPLIED MATLS INC AMAT 038222105 $10.1M 1.21% 14,000 SH
11 ALPHABET INC GOOGL 02079K305 $8.8M 1.05% 24,550 SH
12 MARVELL TECHNOLOGY INC MRVL 573874104 $7.4M 0.89% 25,000 SH
13 ADVANCED MICRO DEVICES INC AMD 007903107 $7.3M 0.87% 12,500 SH
14 ISHARES TR IJH 464287507 $7.1M 0.85% 91,825 SH
15 CORNING INC GLW 219350105 $6.8M 0.81% 26,500 SH
16 NVIDIA CORPORATION NVDA 67066G104 $6.6M 0.79% 33,000 SH
17 MICRON TECHNOLOGY INC MU 595112103 $6.3M 0.76% 5,500 SH
18 KEYSIGHT TECHNOLOGIES INC KEYS 49338L103 $5.6M 0.67% 16,000 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.0M 0.60% 9,992 SH
20 ALPHABET INC GOOG 02079K107 $4.7M 0.56% 13,316 SH
21 LUMENTUM HLDGS INC LITE 55024U109 $3.0M 0.36% 3,500 SH
22 TERADYNE INC TER 880770102 $2.9M 0.35% 6,000 SH
23 COHERENT CORP COHR 19247G107 $2.8M 0.33% 7,000 SH
24 TESLA INC TSLA 88160R101 $2.7M 0.33% 6,500 SH
25 BLOOM ENERGY CORP BE 093712107 $2.4M 0.29% 8,000 SH
26 MICROSOFT CORP MSFT 594918104 $2.2M 0.26% 5,878 SH
27 LATTICE SEMICONDUCTOR CORP LSCC 518415104 $2.1M 0.26% 14,000 SH
28 ARM HOLDINGS PLC ARM 042068205 $2.1M 0.25% 6,000 SH
29 ON SEMICONDUCTOR CORP ON 682189105 $2.1M 0.25% 22,000 SH
30 ISHARES TR ITA 464288760 $2.0M 0.24% 8,426 SH
31 APPLIED OPTOELECTRONICS INC AAOI 03823U102 $1.9M 0.23% 13,000 SH
32 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $1.9M 0.23% 21,000 SH
33 SEMTECH CORP SMTC 816850101 $1.8M 0.21% 11,000 SH
34 SOLARIS ENERGY INFRAS INC SEI 83418M103 $1.6M 0.19% 20,000 SH
35 VISHAY INTERTECHNOLOGY INC VSH 928298108 $1.6M 0.19% 29,000 SH
36 QORVO INC QRVO 74736K101 $1.4M 0.17% 15,000 SH
37 CHURCHILL CAP CORP XI CCXI G2131A108 $1.4M 0.17% 80,000 SH
38 SITIME CORP SITM 82982T106 $1.1M 0.13% 1,500 SH
39 COGNEX CORP CGNX 192422103 $1.1M 0.13% 15,000 SH
40 AMBARELLA INC AMBA G037AX101 $1.0M 0.12% 12,000 SH
41 WOLFSPEED INC WOLF 97785W106 $1.0M 0.12% 21,000 SH
42 ENPHASE ENERGY INC ENPH 29355A107 $886.3K 0.11% 18,000 SH
43 RTX CORPORATION RTX 75513E101 $790.3K 0.09% 4,165 SH
44 SPDR GOLD TR GLD 78463V107 $628.5K 0.08% 1,706 SH
45 UBER TECHNOLOGIES INC UBER 90353T100 $576.7K 0.07% 8,000 SH
46 ELI LILLY & CO LLY 532457108 $533.7K 0.06% 445 SH
47 ISHARES SILVER TR SLV 46428Q109 $494.3K 0.06% 9,244 SH
48 VISA INC V 92826C839 $449.1K 0.05% 1,309 SH
49 JOHNSON & JOHNSON JNJ 478160104 $406.4K 0.05% 1,600 SH
50 MASTERCARD INCORPORATED MA 57636Q104 $384.2K 0.05% 748 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $834.5M 55 0001941040-26-000613
2026-06-30 2026-08-10 $834.5M 55 0001941040-26-000537
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