Latest Artemis Wealth Advisors, LLC Stock Portfolio

Artemis Wealth Advisors, LLC Performance:

2025 Q4: 2.54%YTD: 21.16%2024: 22.69%

Performance for 2025 Q4 is 2.54%, and YTD is 21.16%, and 2024 is 22.69%.

About Artemis Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Artemis Wealth Advisors, LLC reported an equity portfolio of $694.9 Millions as of 31 Dec, 2025.

The top stock holdings of Artemis Wealth Advisors, LLC are QQQ, EMGF, AMZN. The fund has invested 63.5% of it's portfolio in INVESCO QQQ TR and 4.3% of portfolio in ISHARES INC.

The fund managers got completely rid off META PLATFORMS INC (META), TALEN ENERGY CORP and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in PALANTIR TECHNOLOGIES INC (PLTR), NVIDIA CORPORATION (NVDA) and BROADCOM INC (AVGO). Artemis Wealth Advisors, LLC opened new stock positions in SANDISK CORP, KLA CORP (KLAC) and LUMENTUM HLDGS INC (LITE). The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), ELI LILLY & CO (LLY) and MASTERCARD INCORPORATED (MA).

Artemis Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Artemis Wealth Advisors, LLC made a return of 2.54% in the last quarter. In trailing 12 months, it's portfolio return was 21.16%.

Performance
S&P 500

New Buys

Ticker	$ Bought
sandisk corp	4,510,220
kla corp	2,430,160
lumentum hldgs inc	2,211,540
applied matls inc	1,927,420
coherent corp	1,845,700
teradyne inc	1,451,700
amkor technology inc	1,381,800
microchip technology inc.	1,146,960

New stocks bought by Artemis Wealth Advisors, LLC

Additions

Ticker	% Inc.
intel corp	177
eli lilly & co	68.56
mastercard incorporated	68.47
visa inc	56.58
lam research corp	33.33
abbott labs	29.79
alphabet inc	1.96
ishares inc	1.89

Additions to existing portfolio by Artemis Wealth Advisors, LLC

Reductions

Ticker	% Reduced
palantir technologies inc	-80.00
nvidia corporation	-36.36
broadcom inc	-35.29
taiwan semiconductor mfg ltd	-30.3
microsoft corp	-16.08
berkshire hathaway inc del	-4.77
rtx corporation	-0.41
johnson & johnson	-0.13

Artemis Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
arista networks inc	-1,457,100
meta platforms inc	-6,609,420
bloom energy corp	-676,560
cloudflare inc	-1,502,130
constellation energy corp	-1,645,350
talen energy corp	-3,190,350
berkshire hathaway inc del	-754,200

Artemis Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Artemis Wealth Advisors, LLC has about 83.6% of it's holdings in Others sector.

Sector	%
Others	83.6
Technology	10.9
Consumer Cyclical	2.8
Communication Services	2.2

Market Cap. Distribution

Artemis Wealth Advisors, LLC has about 16.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83.6
MEGA-CAP	14.3
LARGE-CAP	2.1

Stocks belong to which Index?

About 15.3% of the stocks held by Artemis Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	84.5
S&P 500	15.3

Top 5 Winners (%)		%
SLV	ishares silver tr	52.0 %
LLY	eli lilly & co	30.1 %
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.4 %
LRCX	lam research corp	23.5 %

Top 5 Winners ($)		$
QQQ	invesco qqq tr	8.8 M
EMGF	ishares inc	2.5 M
GOOG	alphabet inc	2.0 M
LRCX	lam research corp	1.3 M
GOOG	alphabet inc	0.9 M

Top 5 Losers (%)		%
	bitwise bitcoin etf tr	-23.6 %
UBER	uber technologies inc	-16.6 %
MSFT	microsoft corp	-6.1 %
ABT	abbott labs	-5.8 %
PLTR	palantir technologies inc	-1.5 %

Top 5 Losers ($)		$
	bitwise bitcoin etf tr	-2.2 M
MSFT	microsoft corp	-1.3 M
UBER	uber technologies inc	-0.1 M
PLTR	palantir technologies inc	-0.1 M
ABT	abbott labs	0.0 M

Artemis Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Artemis Wealth Advisors, LLC

Artemis Wealth Advisors, LLC has 39 stocks in it's portfolio. About 79.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Artemis Wealth Advisors, LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.55	39,613	10,769,100	added	0.09

AAXJ	ishares tr	0.26	8,414	1,806,500	unchanged	0.00

ABT	abbott labs	0.04	2,244	281,097	added	29.79

AMAT	applied matls inc	0.28	7,500	1,927,420	new

AMKR	amkor technology inc	0.20	35,000	1,381,800	new

AMZN	amazon com inc	2.45	73,803	17,035,200	added	1.67

ANET	arista networks inc	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.82	16,500	5,710,650	reduced	-35.29

BE	bloom energy corp	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.05	10,752	340,722	new

BOND	pimco etf tr	0.04	3,027	281,792	added	1.31

CEG	constellation energy corp	0.00	0.00	0.00	sold off	-100

COHR	coherent corp	0.27	10,000	1,845,700	new

ECLN	first tr exchange-traded fd	0.04	6,807	257,775	added	0.77

EMGF	ishares inc	4.33	413,579	30,058,900	added	1.89

FBCG	fidelity covington trust	0.04	3,936	292,341	added	0.33

GLD	spdr gold tr	0.10	1,706	676,105	unchanged	0.00

GOOG	alphabet inc	1.29	28,550	8,936,590	added	1.96

GOOG	alphabet inc	0.60	13,301	4,173,740	added	0.06

IJR	ishares tr	0.44	46,740	3,084,840	unchanged	0.00