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Latest Artemis Wealth Advisors, LLC Stock Portfolio

$662Million | No. of Holdings #44

Artemis Wealth Advisors, LLC Performance

2026 Q1+4.11%
YTD+4.11%
2025+21.16%

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Artemis Wealth Advisors, LLC reported an equity portfolio of $662.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Artemis Wealth Advisors, LLC are QQQ, EMGF, AMZN. The fund has invested 69.5% of it's portfolio in INVESCO QQQ TR and 9.3% of portfolio in ISHARES INC. <br><br> The fund managers got completely rid off BITWISE BITCOIN ETF TR and PALANTIR TECHNOLOGIES INC (PLTR) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), BROADCOM INC (AVGO) and ALPHABET INC (GOOG). Artemis Wealth Advisors, LLC opened new stock positions in META PLATFORMS INC (META), CORNING INC (GLW) and SITIME CORP (SITM). The fund showed a lot of confidence in some stocks as they added substantially to KEYSIGHT TECHNOLOGIES INC (KEYS), ISHARES INC (EMGF) and ISHARES TR (IJR).
Artemis Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$662Million
  as of May 14, 2026

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

Our best estimate is that Artemis Wealth Advisors, LLC made a return of 4.11% in the last quarter. In trailing 12 months, it's portfolio return was 36.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
meta platforms inc3,146,720
corning inc3,059,100
sitime corp1,381,400
applied optoelectronics inc1,099,670
advanced micro devices inc813,720
cognex corp734,850
alibaba group hldg ltd250,980
New stocks bought by Artemis Wealth Advisors, LLC

Additions

Ticker% Inc.
keysight technologies inc140
ishares inc89.38
ishares tr89.02
kla corp80.00
teradyne inc80.00
applied matls inc73.33
johnson & johnson44.82
nvidia corporation30.4
Additions to existing portfolio by Artemis Wealth Advisors, LLC

Reductions

Ticker% Reduced
microsoft corp-80.88
broadcom inc-36.01
alphabet inc-26.96
sandisk corp-26.32
Artemis Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
bitwise bitcoin etf tr-7,134,000
palantir technologies inc-711,000
Artemis Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Artemis Wealth Advisors, LLC has about 83.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
Sector%
Others83.8
Technology11.4
Consumer Cyclical2.3
Communication Services2

Market Cap. Distribution

Artemis Wealth Advisors, LLC has about 15.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.8
MEGA-CAP11.6
LARGE-CAP4.2

Stocks belong to which Index?

About 14.2% of the stocks held by Artemis Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others85.3
S&P 50014.2
Top 5 Winners (%)%
sandisk corp
145.6 %
LITE
lumentum hldgs inc
90.7 %
TER
teradyne inc
37.0 %
COHR
coherent corp
26.0 %
KEYS
keysight technologies inc
24.8 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
14.1 M
sandisk corp
6.6 M
EMGF
ishares inc
3.6 M
LITE
lumentum hldgs inc
2.0 M
LRCX
lam research corp
1.7 M
Top 5 Losers (%)%
ABT
abbott laboratories
-18.1 %
LLY
eli lilly & co
-14.1 %
MSFT
microsoft corp
-14.0 %
V
visa inc
-13.8 %
MA
mastercard incorporated
-12.5 %
Top 5 Losers ($)$
MSFT
microsoft corp
-2.3 M
AMZN
amazon com inc
-1.7 M
AAPL
apple inc
-0.8 M
GOOG
alphabet inc
-0.6 M
AVGO
broadcom inc
-0.5 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 44 stocks in it's portfolio. About 89.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for Artemis Wealth Advisors, LLC last quarter.

$660.99MTotal Value
46.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Artemis Wealth Advisors, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Artemis Wealth Advisors, LLC's holding in Ishares Tr over time
0.28%8,420
$1.84M
0.28%
increased 0.07 percentadded
BABA
Alibaba Group Hldg Ltd

Alibaba Group Hldg Ltd

BABA
Artemis Wealth Advisors, LLC's holding in Alibaba Group Hldg Ltd over time
0.04%2,000
$251.0K
0.04%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Artemis Wealth Advisors, LLC's holding in Spdr Series Trust over time
0.05%10,865
$335.1K
0.05%
increased 1.05 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
Artemis Wealth Advisors, LLC's holding in Pimco Etf Tr over time
0.04%3,066
$282.9K
0.04%
increased 1.29 percentadded
ECLN
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

ECLN
Artemis Wealth Advisors, LLC's holding in First Tr Exchange-Traded Fd over time
0.04%6,853
$299.2K
0.04%
increased 0.68 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
Artemis Wealth Advisors, LLC's holding in Ishares Inc over time
9.3%783,254
$61.61M
9.3%
increased 89.38 percentadded
FBCG
Fidelity Covington Trust

Fidelity Covington Trust

FBCG
Artemis Wealth Advisors, LLC's holding in Fidelity Covington Trust over time
0.04%3,947
$277.7K
0.04%
increased 0.28 percentadded
GLD
Spdr Gold Tr

Spdr Gold Tr

GLD
Artemis Wealth Advisors, LLC's holding in Spdr Gold Tr over time
0.11%1,706
$734.1K
0.11%
unchanged 0 percentunchanged