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Artemis Wealth Advisors, LLC

Concentrated strategySector-focusedMomentum follower

Total reported value

$662.3M

Reporting period: 2026-03-31 · Number of holdings: 45

Artemis Wealth Advisors, LLC disclosed 45 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $662.3M and a quarterly turnover rate of 25.7%.

Personality snowflake

Concentration
100
Portfolio Stability
25.68
Momentum/Contrarian
100
Sector conviction
100
Diversification
88
Sizing Uniformity
53.83

Recent moves

  • Trim QQQ

    +0.9%　-$74.0M

  • Add EMXC

    +89.4%　$31.6M

  • Trim MSFT

    -80.9%　-$14.0M

  • Add SNDK

    -26.3%　$4.4M

  • Add IJH

    +89.0%　$2.9M

  • Add KLAC

    +80.0%　$2.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 44 holdings (of 45 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1QQQInvesco Qqq Trust Series 1ETF-Tech69.66%-7.38%+0.86%
2EMXCIshares Msci Emr Mrk Ex ChnaETF-Other9.30%+4.97%+89.38%
3AMZNAmazon.com INCStock-Consumer Disc2.34%-0.11%+0.62%
4AAPLApple INCStock-Tech1.92%+0.37%+26.57%
5SNDKSandisk CORPStock-Tech1.34%+0.69%-26.32%
6LRCXLam Research CORPStock-Tech1.29%+0.30%—
7NVDANvidia CORPStock-Tech1.20%+0.26%+30.40%
8TSMTaiwan Semiconductor-sp AdrStock-Tech1.17%+0.16%—
9GOOGLAlphabet Inc-cl AStock-Comm Services0.91%-0.38%-26.96%
10IJHIshares Core S&p Midcap ETFETF-Other0.90%+0.46%+89.02%
11INTCIntel CORPStock-Tech0.87%+0.21%+4.00%
12KLACKla CORPStock-Tech0.80%+0.45%+80.00%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other0.80%+0.08%+10.51%
14AMATApplied Materials INCStock-Tech0.67%+0.39%+73.33%
15LITELumentum Holdings INCStock-Tech0.64%+0.32%—
16TERTeradyne INCStock-Tech0.60%+0.39%+80.00%
17GOOGAlphabet Inc-cl CStock-Comm Services0.58%-0.02%+0.81%
18KEYSKeysight Technologies InStock-Tech0.51%+0.36%+140.00%
19AVGOBroadcom INCStock-Tech0.49%-0.33%-36.01%
20METAMeta Platforms Inc-class AStock-Comm Services0.48%+0.48%NEW
21GLWCorning INCStock-Tech0.46%+0.46%NEW
22COHRCoherent CORPStock-Tech0.43%+0.16%+20.00%
23MSFTMicrosoft CORPStock-Tech0.36%-2.00%-80.88%
24AMKRAmkor Technology INCStock-Tech0.28%+0.08%+17.14%
25ITAIshares U.s. Aerospace & DefETF-Other0.28%+0.02%+0.07%
26SITMSitime CORPStock-Tech0.21%+0.21%NEW
27MCHPMicrochip Technology INCStock-Tech0.18%+0.01%—
28AAOIApplied Optoelectronics INCStock-Tech0.17%+0.17%NEW
29AMDAdvanced Micro DevicesStock-Tech0.12%+0.12%NEW
30RTXRtx CORPStock-Industrials0.12%+0.01%+0.31%
31CGNXCognex CORPStock-Tech0.11%+0.11%NEW
32GLDSpdr Gold SharesETF-Commodities0.11%+0.01%—
33SLVIshares Silver TrustETF-Commodities0.10%+0.01%—
34UBERUber Technologies INCStock-Industrials0.09%——
35JNJJohnson & JohnsonStock-Healthcare0.08%+0.03%+44.82%
36LLYEli Lilly & CoStock-Healthcare0.06%-0.01%+4.94%
37VVisa Inc-class A SharesStock-Financials0.06%-0.01%—
38MAMastercard INC - AStock-Financials0.06%——
39PSKSs Spdr Ice Pref Sec ETFETF-Other0.05%—+1.05%
40EMLPFirst Trust North American EETF-Other0.05%+0.01%+0.68%
41BONDPimco Active Bond Exchange-tETF-Other0.04%—+1.29%
42FHLCFidelity Msci Health CareETF-Other0.04%—+0.28%
43BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.04%+0.04%NEW
44ABTAbbott LaboratoriesStock-Healthcare0.03%-0.01%—

Holding changes this quarter

Artemis Wealth Advisors, LLC's most significant position changes for 2026-03-31: Sold out: Bitwise Bitcoin ETF (BITB); New buy: Meta Platforms Inc-class A (META); New buy: Corning INC (GLW); New buy: Sitime CORP (SITM); New buy: Applied Optoelectronics INC (AAOI).

Position changes disclosed by Artemis Wealth Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EMXCIshares Msci Emr Mrk Ex Chna+5%+89.38%Add
2SNDKSandisk CORP+0.7%-26.32%Trim
3IJHIshares Core S&p Midcap ETF+0.5%+89.02%Add
4KLACKla CORP+0.5%+80.00%Add
5TERTeradyne INC+0.4%+80.00%Add
6AMATApplied Materials INC+0.4%+73.33%Add
7AAPLApple INC+0.4%+26.57%Add
8KEYSKeysight Technologies In+0.4%+140.00%Add
9LITELumentum Holdings INC+0.3%—Unchanged
10LRCXLam Research CORP+0.3%—Unchanged
11NVDANvidia CORP+0.3%+30.40%Add
12INTCIntel CORP+0.2%+4.00%Add
13COHRCoherent CORP+0.2%+20.00%Add
14TSMTaiwan Semiconductor-sp Adr+0.2%—Unchanged
15AMKRAmkor Technology INC+0.1%+17.14%Add
16BRK-BBerkshire Hathaway Inc-cl B+0.1%+10.51%Add
17JNJJohnson & Johnson0%+44.82%Add
18ITAIshares U.s. Aerospace & Def0%+0.07%Add
19GLDSpdr Gold Shares0%—Unchanged
20RTXRtx CORP0%+0.31%Add
21EMLPFirst Trust North American E0%+0.68%Add
22SLVIshares Silver Trust0%—Unchanged
23MCHPMicrochip Technology INC0%—Unchanged
24UBERUber Technologies INC——Unchanged
25MAMastercard INC - A——Unchanged
26FHLCFidelity Msci Health Care—+0.28%Add
27PSKSs Spdr Ice Pref Sec ETF—+1.05%Add
28BONDPimco Active Bond Exchange-t—+1.29%Add
29VVisa Inc-class A Shares0%—Unchanged
30ABTAbbott Laboratories0%—Unchanged
31LLYEli Lilly & Co0%+4.94%Add
32GOOGAlphabet Inc-cl C0%+0.81%Add
33AMZNAmazon.com INC-0.1%+0.62%Add
34AVGOBroadcom INC-0.3%-36.01%Trim
35GOOGLAlphabet Inc-cl A-0.4%-26.96%Trim
36MSFTMicrosoft CORP-2%-80.88%Trim
37QQQInvesco Qqq Trust Series 1-7.4%+0.86%Add
38BITBBitwise Bitcoin ETF—EXITSold out
39METAMeta Platforms Inc-class A—NEWNew buy
40GLWCorning INC—NEWNew buy
41SITMSitime CORP—NEWNew buy
42AAOIApplied Optoelectronics INC—NEWNew buy
43AMDAdvanced Micro Devices—NEWNew buy
44CGNXCognex CORP—NEWNew buy
45PLTRPalantir Technologies Inc-a—EXITSold out
46BABAAlibaba Group Holding-sp Adr—NEWNew buy

FAQ

What is Artemis Wealth Advisors, LLC and what type of investor is it?
Artemis Wealth Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $662.3M, spread across 45 disclosed positions.
What are Artemis Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Artemis Wealth Advisors, LLC's top holdings by market value are: 1. Invesco Qqq Trust Series 1 (QQQ) — $461.3M (69.7%) 2. Ishares Msci Emr Mrk Ex Chna (EMXC) — $61.6M (9.3%) 3. Amazon.com INC (AMZN) — $15.5M (2.3%) 4. Apple INC (AAPL) — $12.7M (1.9%) 5. Sandisk CORP (SNDK) — $8.9M (1.3%)
What changes did Artemis Wealth Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, Artemis Wealth Advisors, LLC made 36 notable position adjustments: 7 new positions were initiated, 23 existing holdings were added to, 4 positions were partially reduced, and 2 were completely exited. The largest of these moves: Sold out: Bitwise Bitcoin ETF (BITB); New buy: Meta Platforms Inc-class A (META); New buy: Corning INC (GLW); New buy: Sitime CORP (SITM); New buy: Applied Optoelectronics INC (AAOI)
What sectors does Artemis Wealth Advisors, LLC focus on?
Artemis Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 71.0% • Consumer Discretionary: 12.2% • Communication Services: 10.1% • Financials: 4.7% • Industrials: 1.1% • Health Care: 0.9%