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CIK: 0001767435
Total reported value
$834.5M
$834.5M
39 檔
73.0%
At the close of Q4 2025, Artemis Wealth Advisors, LLC disclosed equity holdings valued at approximately $834.5M, spread across 39 reported holdings.
In Q4 2025, Artemis Wealth Advisors, LLC displayed an active expansion posture, initiating 9 new positions and adding to 15 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 | 77.04% | -4.78% | -30.78% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.33% | -2.29% | +1.89% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.45% | -0.23% | +1.67% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.10% | -16.08% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.54% | +0.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.14% | +1.96% | |
| 7 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.03% | — | — | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.01% | +0.15% | -30.30% | |
| 9 | LRCX | Lam Research CORP | Stock-Tech | 0.99% | +0.79% | +33.33% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 0.94% | -0.41% | -36.36% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | -0.49% | EXIT | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.20% | -4.77% | |
| 13 | INTC | Intel CORP | Stock-Tech | 0.66% | +1.52% | +177.39% | |
| 14 | SNDK | Sandisk CORP | Stock-Tech | 0.65% | +1.52% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.02% | +0.06% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | -0.05% | — | |
| 17 | KLAC | Kla CORP | Stock-Tech | 0.35% | +0.50% | — | |
| 18 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.32% | -0.28% | — | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.28% | +0.54% | — | |
| 20 | COHR | Coherent CORP | Stock-Tech | 0.27% | -0.10% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.26% | -0.04% | — | |
| 22 | TER | Teradyne Inc | Stock-Tech | 0.21% | -0.25% | — | |
| 23 | AMKR | Amkor Technology Inc | Stock-Tech | 0.20% | -0.28% | EXIT | |
| 24 | MCHP | Microchip Technology Inc | Stock-Tech | 0.17% | +0.05% | — | |
| 25 | KEYS | Keysight Technologies In | Stock-Tech | 0.15% | +0.16% | — | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.11% | -0.03% | -0.41% | |
| 27 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.10% | — | -80.00% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.10% | -0.03% | — | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.09% | -0.02% | — | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.09% | -0.04% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | — | +68.56% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.07% | -0.01% | +56.58% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | -0.01% | +68.47% | |
| 34 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.05% | -0.01% | +2.09% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.05% | -0.03% | -0.13% | |
| 36 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.04% | — | +0.33% | |
| 37 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.04% | -0.01% | +1.31% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.04% | -0.01% | +29.79% | |
| 39 | EMLP | First Trust North American E | ETF-Other | 0.04% | -0.01% | +0.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +1.4% | +1.89% | Add |
| 2 | AMZN | Amazon.com Inc | +0.7% | +1.67% | Add |
| 3 | LRCX | Lam Research CORP | +0.6% | +33.33% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.96% | Add |
| 5 | INTC | Intel CORP | +0.5% | +177.39% | Add |
| 6 | AAPL | Apple Inc | +0.5% | +0.09% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +0.06% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.77% | Trim |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | — | Unchanged |
| 10 | MSFT | Microsoft CORP | +0.1% | -16.08% | Trim |
| 11 | ITA | Ishares U.s. Aerospace & Def | +0.1% | — | Unchanged |
| 12 | LLY | Eli Lilly & Co | +0.1% | +68.56% | Add |
| 13 | SLV | Ishares Silver Trust | +0.1% | — | Unchanged |
| 14 | V | Visa Inc-class A Shares | 0% | +56.58% | Add |
| 15 | MA | Mastercard Inc - A | 0% | +68.47% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 17 | RTX | Rtx CORP | 0% | -0.41% | Trim |
| 18 | JNJ | Johnson & Johnson | 0% | -0.13% | Trim |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 0% | -30.30% | Trim |
| 20 | BITB | Bitwise Bitcoin ETF | 0% | — | Unchanged |
| 21 | ABT | Abbott Laboratories | 0% | +29.79% | Add |
| 22 | FHLC | Fidelity Msci Health Care | 0% | +0.33% | Add |
| 23 | PSK | Ss Spdr Ice Pref Sec ETF | 0% | +2.09% | Add |
| 24 | BOND | Pimco Active Bond Exchange-t | 0% | +1.31% | Add |
| 25 | EMLP | First Trust North American E | 0% | +0.77% | Add |
| 26 | UBER | Uber Technologies Inc | — | — | Unchanged |
| 27 | AVGO | Broadcom Inc | -0.1% | -35.29% | Trim |
| 28 | NVDA | Nvidia CORP | -0.2% | -36.36% | Trim |
| 29 | PLTR | Palantir Technologies Inc-a | -0.3% | -80.00% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -5.4% | -30.78% | Trim |
| 31 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 32 | SNDK | Sandisk CORP | — | NEW | New buy |
| 33 | TLN | Talen Energy CORP | — | EXIT | Sold out |
| 34 | KLAC | Kla CORP | — | NEW | New buy |
| 35 | LITE | Lumentum Holdings Inc | — | NEW | New buy |
| 36 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 37 | COHR | Coherent CORP | — | NEW | New buy |
| 38 | CEG | Constellation Energy | — | EXIT | Sold out |
| 39 | NET | Cloudflare Inc - Class A | — | EXIT | Sold out |
| 40 | ANET | Arista Networks Inc | — | EXIT | Sold out |
| 41 | TER | Teradyne Inc | — | NEW | New buy |
| 42 | AMKR | Amkor Technology Inc | — | NEW | New buy |
| 43 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 44 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | Sold out |
| 46 | BE | Bloom Energy Corp- A | — | EXIT | Sold out |
According to official SEC Form 13F filings, Artemis Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $834.5M across 39 disclosed positions in Q4 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, AMZN) accounted for 73.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SNDK
市值: $4.5M
Top Position Liquidated / Trimmed
META
前期市值: $6.6M
During Q4 2025, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (77.0%)、EMXC (4.3%)、AMZN (2.5%). The largest single position, QQQ, represented 77.0% of total portfolio value.
In Q4 2025, Artemis Wealth Advisors, LLC made 40 total portfolio adjustments, initiating 9 new buys, adding to 15 positions, trimming 9 holdings, and fully liquidating 7 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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