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CIK: 0001767435
Total reported value
$834.5M
$834.5M
44 檔
67.1%
During the Q1 2026 filing period, Artemis Wealth Advisors, LLC (CIK: 0001767435) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $834.5M across 44 reported positions.
In Q1 2026, Artemis Wealth Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 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 | 69.66% | -4.78% | +0.86% | |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 9.30% | -2.29% | +89.38% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | -0.23% | +0.62% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.54% | +26.57% | |
| 5 | SNDK | Sandisk CORP | Stock-Tech | 1.34% | +1.52% | -26.32% | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 1.29% | +0.79% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | -0.41% | +30.40% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.17% | +0.15% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.14% | -26.96% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | -0.05% | +89.02% | |
| 11 | INTC | Intel CORP | Stock-Tech | 0.87% | +1.52% | +4.00% | |
| 12 | KLAC | Kla CORP | Stock-Tech | 0.80% | +0.50% | +80.00% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.20% | +10.51% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.54% | +73.33% | |
| 15 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.64% | -0.28% | — | |
| 16 | TER | Teradyne Inc | Stock-Tech | 0.60% | -0.25% | +80.00% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | -0.02% | +0.81% | |
| 18 | KEYS | Keysight Technologies In | Stock-Tech | 0.51% | +0.16% | +140.00% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.49% | EXIT | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.48% | EXIT | |
| 21 | GLW | Corning Inc | Stock-Tech | 0.46% | +0.35% | — | |
| 22 | COHR | Coherent CORP | Stock-Tech | 0.43% | -0.10% | +20.00% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.10% | -80.88% | |
| 24 | AMKR | Amkor Technology Inc | Stock-Tech | 0.28% | -0.28% | EXIT | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.28% | -0.04% | +0.07% | |
| 26 | SITM | Sitime CORP | Stock-Tech | 0.21% | -0.08% | — | |
| 27 | MCHP | Microchip Technology Inc | Stock-Tech | 0.18% | +0.05% | — | |
| 28 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 0.17% | +0.06% | — | |
| 29 | AMD | Advanced Micro Devices | Stock-Tech | 0.12% | +0.75% | — | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.12% | -0.03% | +0.31% | |
| 31 | CGNX | Cognex CORP | Stock-Tech | 0.11% | +0.02% | — | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.11% | -0.03% | — | |
| 33 | SLV | Ishares Silver Trust | ETF-Commodities | 0.10% | -0.04% | — | |
| 34 | UBER | Uber Technologies Inc | Stock-Industrials | 0.09% | -0.02% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.03% | +44.82% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.06% | — | +4.94% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | -0.01% | — | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.06% | -0.01% | — | |
| 39 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.05% | -0.01% | +1.05% | |
| 40 | EMLP | First Trust North American E | ETF-Other | 0.05% | -0.01% | +0.68% | |
| 41 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.04% | -0.01% | +1.29% | |
| 42 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.04% | — | +0.28% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.04% | -0.04% | EXIT | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +5% | +89.38% | Add |
| 2 | SNDK | Sandisk CORP | +0.7% | -26.32% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +89.02% | Add |
| 4 | KLAC | Kla CORP | +0.5% | +80.00% | Add |
| 5 | TER | Teradyne Inc | +0.4% | +80.00% | Add |
| 6 | AMAT | Applied Materials Inc | +0.4% | +73.33% | Add |
| 7 | AAPL | Apple Inc | +0.4% | +26.57% | Add |
| 8 | KEYS | Keysight Technologies In | +0.4% | +140.00% | Add |
| 9 | LITE | Lumentum Holdings Inc | +0.3% | — | Unchanged |
| 10 | LRCX | Lam Research CORP | +0.3% | — | Unchanged |
| 11 | NVDA | Nvidia CORP | +0.3% | +30.40% | Add |
| 12 | INTC | Intel CORP | +0.2% | +4.00% | Add |
| 13 | COHR | Coherent CORP | +0.2% | +20.00% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 15 | AMKR | Amkor Technology Inc | +0.1% | +17.14% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.51% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | +44.82% | Add |
| 18 | ITA | Ishares U.s. Aerospace & Def | 0% | +0.07% | Add |
| 19 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 20 | RTX | Rtx CORP | 0% | +0.31% | Add |
| 21 | EMLP | First Trust North American E | 0% | +0.68% | Add |
| 22 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 23 | MCHP | Microchip Technology Inc | 0% | — | Unchanged |
| 24 | UBER | Uber Technologies Inc | — | — | Unchanged |
| 25 | MA | Mastercard Inc - A | — | — | Unchanged |
| 26 | FHLC | Fidelity Msci Health Care | — | +0.28% | Add |
| 27 | PSK | Ss Spdr Ice Pref Sec ETF | — | +1.05% | Add |
| 28 | BOND | Pimco Active Bond Exchange-t | — | +1.29% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 30 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 31 | LLY | Eli Lilly & Co | 0% | +4.94% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +0.81% | Add |
| 33 | AMZN | Amazon.com Inc | -0.1% | +0.62% | Add |
| 34 | AVGO | Broadcom Inc | -0.3% | -36.01% | Trim |
| 35 | GOOGL | Alphabet Inc-cl A | -0.4% | -26.96% | Trim |
| 36 | MSFT | Microsoft CORP | -2% | -80.88% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -7.4% | +0.86% | Add |
| 38 | BITB | Bitwise Bitcoin ETF | — | EXIT | Sold out |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | GLW | Corning Inc | — | NEW | New buy |
| 41 | SITM | Sitime CORP | — | NEW | New buy |
| 42 | AAOI | Applied Optoelectronics Inc | — | NEW | New buy |
| 43 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 44 | CGNX | Cognex CORP | — | NEW | New buy |
| 45 | PLTR | Palantir Technologies Inc-a | — | EXIT | Sold out |
| 46 | BABA | Alibaba Group Holding-sp Adr | — | 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 44 disclosed positions in Q1 2026.
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 67.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
META
市值: $3.1M
Top Position Liquidated / Trimmed
BITB
前期市值: $7.1M
During Q1 2026, Artemis Wealth Advisors, LLC's top holdings by market value included QQQ (69.7%)、EMXC (9.3%)、AMZN (2.3%). The largest single position, QQQ, represented 69.7% of total portfolio value.
In Q1 2026, Artemis Wealth Advisors, LLC made 36 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 4 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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