Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest Artemis Wealth Advisors, LLC Stock Portfolio

Artemis Wealth Advisors, LLC Performance:
2025 Q3: 8.07%YTD: 13.99%2024: 23.31%
Performance for 2025 Q3 is 8.07%, and YTD is 13.99%, and 2024 is 23.31%.

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

In it's latest 13F Holdings report, Artemis Wealth Advisors, LLC reported an equity portfolio of $918.8 Millions as of 30 Sep, 2025.

The top stock holdings of Artemis Wealth Advisors, LLC are QQQ, EMGF, MSFT. The fund has invested 46.8% of it's portfolio in INVESCO QQQ TR and 2.9% of portfolio in ISHARES INC.

The fund managers got completely rid off GE VERNOVA INC stocks. They significantly reduced their stock positions in TALEN ENERGY CORP, AMAZON COM INC (AMZN) and META PLATFORMS INC (META). Artemis Wealth Advisors, LLC opened new stock positions in ALPHABET INC (GOOG), INTEL CORP (INTC) and CLOUDFLARE INC (NET). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ISHARES INC (EMGF) and PIMCO ETF TR (BOND).

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

Our best estimate is that Artemis Wealth Advisors, LLC made a return of 8.07% in the last quarter. In trailing 12 months, it's portfolio return was 19.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
alphabet inc6,806,800
intel corp1,513,080
cloudflare inc1,502,130
arista networks inc1,457,100
bloom energy corp676,560
New stocks bought by Artemis Wealth Advisors, LLC

Additions

Ticker% Inc.
ishares tr50.34
ishares inc3.99
spdr series trust1.55
pimco etf tr1.29
first tr exchange-traded fd0.82
johnson & johnson0.7
ishares tr0.37
fidelity covington trust0.33
Additions to existing portfolio by Artemis Wealth Advisors, LLC

Reductions

Ticker% Reduced
talen energy corp-90.00
amazon com inc-29.93
meta platforms inc-21.05
invesco qqq tr-9.81
microsoft corp-6.91
rtx corporation-0.46
apple inc-0.27
Artemis Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ge vernova inc-1,322,880
Artemis Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Artemis Wealth Advisors, LLC has about 83.2% of it's holdings in Others sector.

Sector%
Others83.2
Technology10.6
Communication Services2.8
Consumer Cyclical2.7

Market Cap. Distribution

Artemis Wealth Advisors, LLC has about 16.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED83.2
MEGA-CAP14.1
LARGE-CAP2.6

Stocks belong to which Index?

About 15.7% of the stocks held by Artemis Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others84.2
S&P 50015.7
Top 5 Winners (%)%
LRCX
lam research corp
37.6 %
GOOG
alphabet inc
37.3 %
PLTR
palantir technologies inc
33.8 %
SLV
ishares silver tr
29.1 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
38.7 M
AAPL
apple inc
2.0 M
NVDA
nvidia corporation
1.6 M
AVGO
broadcom inc
1.4 M
LRCX
lam research corp
1.1 M
Top 5 Losers (%)%
V
visa inc
-3.9 %
LLY
eli lilly & co
-2.1 %
ABT
abbott labs
-1.5 %
META
meta platforms inc
-0.5 %
Top 5 Losers ($)$
META
meta platforms inc
0.0 M
V
visa inc
0.0 M
LLY
eli lilly & co
0.0 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 36 stocks in it's portfolio. About 59.7% of the portfolio is in top 10 stocks. META 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: 12 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions