Arkolith/Funds/Artemis Wealth Advisors, LLC

Artemis Wealth Advisors, LLC

CIK 1767435Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR/AAmended
Active Filer

Artemis Wealth Advisors, LLC holds a concentrated book of 55 reported positions worth $834.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares Msci Emr MRK Ex Chna. Their largest long position is Invesco QQQ Trust Series 1 at 65% of the reported non-option book. Cloning the disclosed picks since 2023 would be +98% (+25.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Artemis Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Sold out
4
exited the position entirely
+1 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+97.7%
+25.5%/yr · since Sep '23
Their reported book
+74.7%
held from quarter-end
S&P 500
+76.8%
same window
$9K$12K$15K$17K$20KSep '23Apr '24Nov '24Jun '25Feb '26Sep '26
Artemis Wealth Advisors, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 23.0 points over this window.

Growth of $10,000 cloning Artemis Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
87%
Top 20 holdings
94%

Excluding Invesco QQQ Trust Series 1 (65% of the book), the rest is a focused book:

Top 5 of the rest
47%
Top 10 of the rest
65%
Top 20 of the rest
85%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

27% mapped to company sectors

ETFs / funds
73%
Information Technology
19%
Industrials
3%
Consumer Discretionary
2%
Financials
1%
Materials
1%

+2 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Artemis Wealth Advisors, LLC

Manager / fundShared namesTheir $ in those
Oriental Harbor Investment Master Fund11 / 55$1.6B
Fund Resources Investment Holding Group Co Ltd5 / 55$774.9M
Prospect Hill Management, LLC7 / 55$237.3M
Uhlmann Price Securities, LLC27 / 55$2.4B
Hoffman, Alan N Investment Management7 / 55$153.6M
Stenham Asset Management Ltd6 / 55$125.7M
Sassicaia Capital Advisers LLC13 / 55$200.6M
United American Securities Inc. (d/b/a UAS Asset Management)8 / 55$408.1M

Ranked by the share of each fund's own book sitting in the names it shares with Artemis Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

55 positions
Invesco QQQ TR is 64.9% of the book
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$541.4M735.2K
64.9%
+1.0%
Added · +7K sh
2Ishares Inc
MSCI EMRG CHN
$58.5M571.6K
7.0%
−27%
Reduced · −212K sh
3Sandisk Corp
COM
$23.9M10.5K
2.9%
−25%
Reduced · −4K sh
4Intel Corp
COM
$20.0M143.1K
2.4%
+10.0%
Added · +13K sh
5Amazon Com Inc
COM
$17.6M73.8K
2.1%
−0.6%
Reduced · −460 sh
6Lam Research Corp
COM NEW
$17.3M40.0K
2.1%
Held
7Apple Inc
COM
$11.5M39.7K
1.4%
−21%
Reduced · −10K sh
8Taiwan Semiconductor Manufac
SPONSORED ADS
$11.0M23.0K
1.3%
Held
9Kla Corp
COM NEW
$10.9M36.0K
1.3%
10×
Added · +32K sh
10Applied Matls Inc
COM
$10.1M14.0K
1.2%
+7.7%
Added · +1K sh
11Alphabet Inc
CAP STK CL A
$8.8M24.6K
1.1%
+18%
Added · +4K sh
12Marvell Technology Inc
COM
$7.4M25.0K
0.9%
New
New position
13Advanced Micro Devices Inc
COM
$7.3M12.5K
0.9%
+213%
Added · +9K sh
14Ishares TR
CORE S&P MCP ETF
$7.1M91.8K
0.8%
+3.9%
Added · +3K sh
15Corning Inc
COM
$6.8M26.5K
0.8%
+18%
Added · +4K sh
16Nvidia Corporation
COM
$6.6M33.0K
0.8%
−28%
Reduced · −13K sh
17Micron Technology Inc
COM
$6.3M5.5K
0.8%
New
New position
18Keysight Technologies Inc
COM
$5.6M16.0K
0.7%
+33%
Added · +4K sh
19Berkshire Hathaway Inc Del
CL B NEW
$5.0M10.0K
0.6%
−9.5%
Reduced · −1K sh
20Alphabet Inc
CAP STK CL C
$4.7M13.3K
0.6%
−0.7%
Reduced · −93 sh
21Lumentum Hldgs Inc
COM
$3.0M3.5K
0.4%
−42%
Reduced · −3K sh
22Teradyne Inc
COM
$2.9M6.0K
0.3%
−56%
Reduced · −8K sh
23Coherent Corp
COM
$2.8M7.0K
0.3%
−42%
Reduced · −5K sh
24Tesla Inc
COM
$2.7M6.5K
0.3%
New
New position
25Bloom Energy Corp
COM CL A
$2.4M8.0K
0.3%
New
New position
26Microsoft Corp
COM
$2.2M5.9K
0.3%
−9.2%
Reduced · −594 sh
27Lattice Semiconductor Corp
COM
$2.1M14.0K
0.3%
New
New position
28Arm Holdings PLC
SPONSORED ADS
$2.1M6.0K
0.3%
New
New position
29On Semiconductor Corp
COM
$2.1M22.0K
0.2%
New
New position
30Ishares TR
US AER DEF ETF
$2.0M8.4K
0.2%
+0.1%
Added · +6 sh
31Applied Optoelectronics Inc
COM
$1.9M13.0K
0.2%
Held
32Microchip Technology Inc.
COM
$1.9M21.0K
0.2%
+17%
Added · +3K sh
33Semtech Corp
COM
$1.8M11.0K
0.2%
New
New position
34Solaris Energy Infras Inc
COM CL A
$1.6M20.0K
0.2%
New
New position
35Vishay Intertechnology Inc
COM
$1.6M29.0K
0.2%
New
New position
36Qorvo Inc
COM
$1.4M15.0K
0.2%
New
New position
37Churchill Cap Corp XI
CL A ORD SHS
$1.4M80.0K
0.2%
New
New position
38Sitime Corp
COM
$1.1M1.5K
0.1%
−63%
Reduced · −3K sh
39Cognex Corp
COM
$1.1M15.0K
0.1%
Held
40Ambarella Inc
SHS
$1.0M12.0K
0.1%
New
New position
41Wolfspeed Inc
COMMON STOCK
$1.0M21.0K
0.1%
New
New position
42Enphase Energy Inc
COM
$886K18.0K
0.1%
New
New position
43RTX Corporation
COM
$790K4.2K
0.1%
+0.4%
Added · +15 sh
44SPDR Gold TR
GOLD SHS
$628K1.7K
0.1%
Held
45Uber Technologies Inc
COM
$577K8.0K
0.1%
Held
46Eli Lilly & Co
COM
$534K445
0.1%
−4.7%
Reduced · −22 sh
47Ishares Silver TR
ISHARES
$494K9.2K
0.1%
Held
48Visa Inc
COM CL A
$449K1.3K
0.1%
Held
49Johnson & Johnson
COM
$406K1.6K
<0.1%
−30%
Reduced · −694 sh
50Mastercard Incorporated
CL A
$384K748
<0.1%
Held
Showing 50 of 55 positions
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Filing history

As-of date vs the date the SEC received each filing

$1.1B · Q2 2024Q2 2021 · $701.6MQ2 2026 · $834.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d55$834.5M13F-HR/A
Q1 2026Mar 31, 2026May 14, 202644d45$662.3M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d40$694.9M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d38$918.8M13F-HR
Q2 2025Jun 30, 2025Aug 5, 202536d34$882.8M13F-HR
Q1 2025Mar 31, 2025Apr 30, 202530d22$476.9M13F-HR
Q4 2024Dec 31, 2024Feb 4, 202535d36$560.8M13F-HR
Q3 2024Sep 30, 2024Oct 31, 202431d33$1.0B13F-HR
Q2 2024Jun 30, 2024Aug 5, 202436d34$1.1B13F-HR
Q1 2024Mar 31, 2024Apr 26, 202426d34$990.0M13F-HR
Q4 2023Dec 31, 2023Feb 9, 202440d24$521.6M13F-HR
Q3 2023Sep 30, 2023Oct 18, 202318d73$534.5M13F-HR
Q4 2021Dec 31, 2021Sep 11, 2023619d75$807.0M13F-HR/A
Q3 2021Sep 30, 2021Sep 11, 2023711d82$718.3M13F-HR/A
Q2 2021Jun 30, 2021Sep 11, 2023803d78$701.6M13F-HR/A
Amended / restated
  • Q2 2026 · filed Aug 10, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.