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Artemis Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767435
Institutional-grade research for retail investors

Sector Allocation

  • Technology86.1%$718.6M
  • Other7.7%$64.3M
  • Financials2.0%$16.8M
  • Energy1.3%$11.0M
  • Industrials1.3%$10.9M
  • Consumer Discretionary0.9%$7.6M
  • Healthcare0.4%$3.3M
  • Materials0.3%$2.1M

AUM History

13fpro.ai/research/fund/artemis-wealth-advisors-llc-1767435

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/artemis-wealth-advisors-llc-1767435

Artemis Wealth Advisors, LLC 13F holdings — Q2 2026

$834.5M portfolio (+26.0% QoQ) · 55 holdings · Q2 2026 13F · top 10 are 87% of the stock portfolio

All holdings — Artemis Wealth Advisors, LLC (Q2 2026)

55 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
AAPL$AAPLApple Inc.$8.8M-51%
AAOI$AAOIAPPLIED OPTOELECTRONICS, INC.$7.4M+92%
AMD$AMDADVANCED MICRO DEVICES INC$7.3M+213%
SMTC$SMTCSEMTECH CORP$7.1MNew
KLAC$KLACKLA CORP$6.8M+636%
— ISHARES INC - MSCI EMRG CHNetf/fund$6.6M-96%
— FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY$6.3M-20%
VSH$VSHVISHAY INTERTECHNOLOGY INC$5.6MNew
— FIDELITY COVINGTON TRUST - MSCI HLTH CARE I$5.0M+153%
AMZN$AMZNAMAZON COM INC$4.7M-82%
GOOGL$GOOGLAlphabet Inc.$3.0M-83%
TSLA$TSLATesla, Inc.$2.9MNew
JNJ$JNJJOHNSON & JOHNSON$2.8M+205%
UBER$UBERUber Technologies, Inc$2.7M-19%
INTC$INTCINTEL CORP$2.4M-94%

What changed in Q2 2026

Against the previous quarter's 13F: 15 new, 19 added to, 20 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

  • MU$MUMICRON TECHNOLOGY INC$58.5M

    first bought this quarter

  • SEI$SEISolaris Energy Infrastructure, Inc.$11.0M

    first bought this quarter

  • BE$BEBloom Energy Corp$10.1M

    first bought this quarter

  • SMTC$SMTCSEMTECH CORP$7.1M

    first bought this quarter

  • VSH$VSHVISHAY INTERTECHNOLOGY INC$5.6M

    first bought this quarter

  • TSLA$TSLATesla, Inc.$2.9M

    first bought this quarter

+9 more in the Excel export

Added to (19)

  • MCHP$MCHPMICROCHIP TECHNOLOGY INC+3985%

    now $541.4M · held 3 qtrs

  • MSFT$MSFTMICROSOFT CORP+2111%

    now $20.0M · held 10+ qtrs

  • PIMCO ETF TR - ACTIVE BD ETF+242%

    now $23.9M

  • AMAT$AMATAPPLIED MATERIALS INC /DE+468%

    now $17.6M · held 3 qtrs, 3 adds in a row

  • RTX$RTXRTX Corp+767%

    now $10.9M · held 10+ qtrs

  • BRK.B$BRK.BBERKSHIRE HATHAWAY INC+259%

    now $11.5M · held 10+ qtrs, 2 adds in a row

+13 more in the Excel export

Trimmed (20)

  • QQQ$QQQINVESCO QQQ TRUST, SERIES 1-95%

    now $17.3M · held 10+ qtrs

  • ISHARES INC - MSCI EMRG CHN-96%

    now $6.6M

  • LRCX$LRCXLAM RESEARCH CORP-99%

    now $534K · held 5 qtrs

  • INTC$INTCINTEL CORP-94%

    now $2.4M · held 4 qtrs

  • AMZN$AMZNAMAZON COM INC-82%

    now $4.7M · held 10+ qtrs

  • GOOGL$GOOGLAlphabet Inc.-83%

    now $3.0M · held 4 qtrs, 2 trims in a row

+14 more in the Excel export

Sold out (5)

  • AVGO$AVGOBroadcom Inc.was $3.3M

    held 4 qtrs

  • META$METAMeta Platforms, Inc.was $3.1M

    held 1 qtr

  • AMKR$AMKRAMKOR TECHNOLOGY, INC.was $1.8M

    held 2 qtrs

  • QQQ$QQQPUTINVESCO QQQ TRUST, SERIES 1was $1.3M
  • BABA$BABAAlibaba Group Holding Ltdwas $251K

    held 1 qtr

Firm AUM (Form ADV): $1.9B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Artemis Wealth Advisors, LLC has filed, 37 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Artemis Wealth Advisors's top 20 holdings: 59/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-5.4%

Value-weighted move of the 10 largest stock positions

Turnover

83%

Last quarter; 94% over the last 4

Top 10 weight

87%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

12%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Artemis Wealth Advisors, LLC disclosed 55 positions worth $834.5M in its Form 13F-HR for Q2 2026, led by $MCHP (MICROCHIP TECHNOLOGY INC) at 64.9% of the equity portfolio, followed by $MU. During the quarter the fund opened 15 new positions and exited 5 — including a new stake in $MU and a full exit from $AVGO. The portfolio is most concentrated in Technology (86.1% of disclosed assets). All figures are sourced directly from Artemis Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1767435.

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AI-Powered Hedge Fund Analysis: Artemis Wealth Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Artemis Wealth Advisors, LLC (SEC CIK: 1767435), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Artemis Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.