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CIK: 0001767435
Total reported value
$834.5M
$834.5M
37 檔
99.7%
In Q3 2025, Artemis Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $834.5M, distributed across 37 disclosed stock positions.
In Q3 2025, Artemis Wealth Advisors, LLC displayed an active expansion posture, initiating 17 new positions and adding to 11 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 82.46% | -4.78% | -5.82% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.94% | -2.29% | +3.99% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.27% | -0.10% | -6.91% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | -0.23% | -29.93% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.41% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.10% | -0.54% | -0.27% | |
| 7 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.02% | — | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.15% | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | -0.49% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.14% | — | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.48% | EXIT | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.20% | — | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 0.44% | +0.79% | — | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | -0.02% | +0.08% | |
| 16 | TLN | Talen Energy CORP | Stock-Utilities | 0.35% | — | -90.00% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.33% | -0.05% | +50.34% | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.19% | -0.04% | +0.37% | |
| 19 | CEG | Constellation Energy | Stock-Utilities | 0.18% | — | — | |
| 20 | INTC | Intel CORP | Stock-Tech | 0.16% | +1.52% | — | |
| 21 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.16% | — | — | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 0.16% | — | — | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.09% | -0.02% | — | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.08% | — | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.08% | -0.03% | -0.46% | |
| 26 | BE | Bloom Energy Corp- A | Stock-Industrials | 0.07% | +0.29% | NEW | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.07% | -0.03% | — | |
| 28 | SLV | Ishares Silver Trust | ETF-Commodities | 0.04% | -0.04% | — | |
| 29 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.04% | -0.01% | +1.55% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.03% | -0.03% | +0.70% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.03% | -0.01% | — | |
| 32 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.03% | -0.01% | +1.29% | |
| 33 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.03% | — | +0.33% | |
| 34 | EMLP | First Trust North American E | ETF-Other | 0.03% | -0.01% | +0.82% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.03% | -0.01% | — | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | -0.01% | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.9% | -5.82% | Add |
| 2 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 3 | EMLP | First Trust North American E | 0% | +0.82% | Add |
| 4 | GOOG | Alphabet Inc-cl C | 0% | +0.08% | Add |
| 5 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 6 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 7 | JNJ | Johnson & Johnson | 0% | +0.70% | Trim |
| 8 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +1.55% | Add |
| 9 | BOND | Pimco Active Bond Exchange-t | 0% | +1.29% | Add |
| 10 | FHLC | Fidelity Msci Health Care | 0% | +0.33% | Add |
| 11 | RTX | Rtx CORP | 0% | -0.46% | Trim |
| 12 | ITA | Ishares U.s. Aerospace & Def | -0.1% | +0.37% | Add |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 14 | MSFT | Microsoft CORP | -0.3% | -6.91% | Add |
| 15 | BITB | Bitwise Bitcoin ETF | -0.4% | — | Unchanged |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Unchanged |
| 17 | AAPL | Apple Inc | -0.7% | -0.27% | Add |
| 18 | AMZN | Amazon.com Inc | -1.1% | -29.93% | Add |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | -1.6% | +3.99% | Add |
| 20 | IJH | Ishares Core S&p Midcap ETF | -3.1% | +50.34% | Trim |
| 21 | NVDA | Nvidia CORP | — | NEW | New buy |
| 22 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 23 | AVGO | Broadcom Inc | — | NEW | New buy |
| 24 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 25 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 26 | LRCX | Lam Research CORP | — | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 28 | TLN | Talen Energy CORP | — | NEW | New buy |
| 29 | CEG | Constellation Energy | — | NEW | New buy |
| 30 | INTC | Intel CORP | — | NEW | New buy |
| 31 | NET | Cloudflare Inc - Class A | — | NEW | New buy |
| 32 | ANET | Arista Networks Inc | — | NEW | New buy |
| 33 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 34 | BE | Bloom Energy Corp- A | — | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 36 | SD2 | Sandy Spring Bancorp Inc | — | EXIT | Sold out |
| 37 | MA | Mastercard Inc - A | — | NEW | New buy |
| 38 | ABT | Abbott Laboratories | — | NEW | New buy |
| 39 | LLY | Eli Lilly & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Artemis Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $834.5M across 37 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, EMXC, MSFT) accounted for 99.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $10.3M
Top Position Liquidated / Trimmed
QCOM
前期市值: $763.8K
During Q3 2025, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (82.5%)、EMXC (2.9%)、MSFT (2.3%). The largest single position, QQQ, represented 82.5% of total portfolio value.
In Q3 2025, Artemis Wealth Advisors, LLC made 33 total portfolio adjustments, initiating 17 new buys, adding to 11 positions, trimming 3 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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