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.
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.
Top-heavy: concentrated book
Excluding Invesco QQQ Trust Series 1 (65% of the book), the rest is a focused book:
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
+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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Artemis Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Oriental Harbor Investment Master Fund | 11 / 55 | $1.6B |
| Fund Resources Investment Holding Group Co Ltd | 5 / 55 | $774.9M |
| Prospect Hill Management, LLC | 7 / 55 | $237.3M |
| Uhlmann Price Securities, LLC | 27 / 55 | $2.4B |
| Hoffman, Alan N Investment Management | 7 / 55 | $153.6M |
| Stenham Asset Management Ltd | 6 / 55 | $125.7M |
| Sassicaia Capital Advisers LLC | 13 / 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.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $541.4M | 735.2K | 64.9% | ▲+1.0% Added · +7K sh | |
| 2 | Ishares Inc MSCI EMRG CHN | $58.5M | 571.6K | 7.0% | ▼−27% Reduced · −212K sh | |
| 3 | Sandisk Corp COM | $23.9M | 10.5K | 2.9% | ▼−25% Reduced · −4K sh | |
| 4 | Intel Corp COM | $20.0M | 143.1K | 2.4% | ▲+10.0% Added · +13K sh | |
| 5 | Amazon Com Inc COM | $17.6M | 73.8K | 2.1% | ▼−0.6% Reduced · −460 sh | |
| 6 | Lam Research Corp COM NEW | $17.3M | 40.0K | 2.1% | —Held | |
| 7 | Apple Inc COM | $11.5M | 39.7K | 1.4% | ▼−21% Reduced · −10K sh | |
| 8 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.0M | 23.0K | 1.3% | —Held | |
| 9 | Kla Corp COM NEW | $10.9M | 36.0K | 1.3% | ▲10× Added · +32K sh | |
| 10 | Applied Matls Inc COM | $10.1M | 14.0K | 1.2% | ▲+7.7% Added · +1K sh | |
| 11 | Alphabet Inc CAP STK CL A | $8.8M | 24.6K | 1.1% | ▲+18% Added · +4K sh | |
| 12 | Marvell Technology Inc COM | $7.4M | 25.0K | 0.9% | ▲New New position | |
| 13 | Advanced Micro Devices Inc COM | $7.3M | 12.5K | 0.9% | ▲+213% Added · +9K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $7.1M | 91.8K | 0.8% | ▲+3.9% Added · +3K sh | |
| 15 | Corning Inc COM | $6.8M | 26.5K | 0.8% | ▲+18% Added · +4K sh | |
| 16 | Nvidia Corporation COM | $6.6M | 33.0K | 0.8% | ▼−28% Reduced · −13K sh | |
| 17 | Micron Technology Inc COM | $6.3M | 5.5K | 0.8% | ▲New New position | |
| 18 | Keysight Technologies Inc COM | $5.6M | 16.0K | 0.7% | ▲+33% Added · +4K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $5.0M | 10.0K | 0.6% | ▼−9.5% Reduced · −1K sh | |
| 20 | Alphabet Inc CAP STK CL C | $4.7M | 13.3K | 0.6% | ▼−0.7% Reduced · −93 sh | |
| 21 | Lumentum Hldgs Inc COM | $3.0M | 3.5K | 0.4% | ▼−42% Reduced · −3K sh | |
| 22 | Teradyne Inc COM | $2.9M | 6.0K | 0.3% | ▼−56% Reduced · −8K sh | |
| 23 | Coherent Corp COM | $2.8M | 7.0K | 0.3% | ▼−42% Reduced · −5K sh | |
| 24 | Tesla Inc COM | $2.7M | 6.5K | 0.3% | ▲New New position | |
| 25 | Bloom Energy Corp COM CL A | $2.4M | 8.0K | 0.3% | ▲New New position | |
| 26 | Microsoft Corp COM | $2.2M | 5.9K | 0.3% | ▼−9.2% Reduced · −594 sh | |
| 27 | Lattice Semiconductor Corp COM | $2.1M | 14.0K | 0.3% | ▲New New position | |
| 28 | Arm Holdings PLC SPONSORED ADS | $2.1M | 6.0K | 0.3% | ▲New New position | |
| 29 | On Semiconductor Corp COM | $2.1M | 22.0K | 0.2% | ▲New New position | |
| 30 | Ishares TR US AER DEF ETF | $2.0M | 8.4K | 0.2% | ▲+0.1% Added · +6 sh | |
| 31 | Applied Optoelectronics Inc COM | $1.9M | 13.0K | 0.2% | —Held | |
| 32 | Microchip Technology Inc. COM | $1.9M | 21.0K | 0.2% | ▲+17% Added · +3K sh | |
| 33 | Semtech Corp COM | $1.8M | 11.0K | 0.2% | ▲New New position | |
| 34 | Solaris Energy Infras Inc COM CL A | $1.6M | 20.0K | 0.2% | ▲New New position | |
| 35 | Vishay Intertechnology Inc COM | $1.6M | 29.0K | 0.2% | ▲New New position | |
| 36 | Qorvo Inc COM | $1.4M | 15.0K | 0.2% | ▲New New position | |
| 37 | Churchill Cap Corp XI CL A ORD SHS | $1.4M | 80.0K | 0.2% | ▲New New position | |
| 38 | Sitime Corp COM | $1.1M | 1.5K | 0.1% | ▼−63% Reduced · −3K sh | |
| 39 | Cognex Corp COM | $1.1M | 15.0K | 0.1% | —Held | |
| 40 | Ambarella Inc SHS | $1.0M | 12.0K | 0.1% | ▲New New position | |
| 41 | Wolfspeed Inc COMMON STOCK | $1.0M | 21.0K | 0.1% | ▲New New position | |
| 42 | Enphase Energy Inc COM | $886K | 18.0K | 0.1% | ▲New New position | |
| 43 | RTX Corporation COM | $790K | 4.2K | 0.1% | ▲+0.4% Added · +15 sh | |
| 44 | SPDR Gold TR GOLD SHS | $628K | 1.7K | 0.1% | —Held | |
| 45 | Uber Technologies Inc COM | $577K | 8.0K | 0.1% | —Held | |
| 46 | Eli Lilly & Co COM | $534K | 445 | 0.1% | ▼−4.7% Reduced · −22 sh | |
| 47 | Ishares Silver TR ISHARES | $494K | 9.2K | 0.1% | —Held | |
| 48 | Visa Inc COM CL A | $449K | 1.3K | 0.1% | —Held | |
| 49 | Johnson & Johnson COM | $406K | 1.6K | <0.1% | ▼−30% Reduced · −694 sh | |
| 50 | Mastercard Incorporated CL A | $384K | 748 | <0.1% | —Held |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Artemis Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 55 | $834.5M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 45 | $662.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 40 | $694.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 38 | $918.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 34 | $882.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 30d | 22 | $476.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 36 | $560.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 33 | $1.0B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 36d | 34 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 26d | 34 | $990.0M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 40d | 24 | $521.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 18, 2023 | 18d | 73 | $534.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Sep 11, 2023 | 619d | 75 | $807.0M | 13F-HR/A |
| Q3 2021 | Sep 30, 2021 | Sep 11, 2023 | 711d | 82 | $718.3M | 13F-HR/A |
| Q2 2021 | Jun 30, 2021 | Sep 11, 2023 | 803d | 78 | $701.6M | 13F-HR/A |
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.