Artemis Wealth Advisors
Port Washington, NYfiles as Artemis Wealth Advisors, LLC
$835m in 55 US stocks at the end of 30 June 2026. The top 10 are 86.5% of the money. It changed about 10.9% of the portfolio this quarter.
Value
$835m
Stocks
55
Top 10 share
86.5%
Turnover
10.9%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.9% of the fund
- Micron TechnologyMU0.8% of the fund
- TeslaTSLA0.3% of the fund
- Bloom EnergyBE0.3% of the fund
- Lattice SemiconductorLSCC0.3% of the fund
- ARM HoldingsARM0.3% of the fund
- ON SemiconductorON0.2% of the fund
- SemtechSMTC0.2% of the fund
- Solaris Energy InfrastructureSEI0.2% of the fund
- Vishay IntertechnologyVSH0.2% of the fund
- QorvoQRVO0.2% of the fund
- Churchill Capital Corp XICCXI0.2% of the fund
- AmbarellaAMBA0.1% of the fund
- WolfspeedWOLF0.1% of the fund
- Enphase EnergyENPH0.1% of the fund
Added
Bought more of a stock they already held.
- IntelINTC2.4% of the fund+10%
- Applied MaterialsAMAT1.2% of the fund+8%
- AlphabetGOOGL1.1% of the fund+18%
- Advanced Micro DevicesAMD0.9% of the fund+213%
- Ishares TRIJH0.8% of the fund+4%
- CorningGLW0.8% of the fund+18%
- Keysight TechnologiesKEYS0.7% of the fund+33%
- Microchip TechnologyMCHP0.2% of the fund+17%
Cut
Sold some of their stake.
- IsharesEMXC7.0% of the fund-27%
- SandiskSNDK2.9% of the fund-25%
- AppleAAPL1.4% of the fund-21%
- NvidiaNVDA0.8% of the fund-28%
- Berkshire HathawayBRK-B0.6% of the fund-10%
- Lumentum HoldingsLITE0.4% of the fund-42%
- TeradyneTER0.3% of the fund-56%
- CoherentCOHR0.3% of the fund-42%
- MicrosoftMSFT0.3% of the fund-9%
- SitimeSITM0.1% of the fund-63%
- Eli LillyLLY<0.1% of the fund-5%
- Johnson & JohnsonJNJ<0.1% of the fund-30%
Sold out
Sold their entire stake.
- BroadcomAVGO-100%
- Meta PlatformsMETA-100%
- Amkor TechnologyAMKR-100%
- Alibaba Group HldgBABA-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 64.9%
- Value
- $541m
- Shares
- 735,215
Held
- IsharesEMXC
- Share
- 7.0%
- Value
- $58m
- Shares
- 571,595
-27%
- Ishares TRIJH
- Share
- 0.8%
- Value
- $7m
- Shares
- 91,825
+4%
- ARM HoldingsARM
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,000
New
- Ishares TRITA
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,426
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $628,456
- Shares
- 1,706
Held
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $494,277
- Shares
- 9,244
Held
- Spdr Series TrustPSK
- Share
- <0.1%
- Value
- $337,095
- Shares
- 11,041
Held
- Fidelity Covington TrustFHLC
- Share
- <0.1%
- Value
- $305,877
- Shares
- 3,960
Held
- First TR Exchange-Traded FDEMLP
- Share
- <0.1%
- Value
- $300,243
- Shares
- 6,902
Held
- Pimco ETF TRBOND
- Share
- <0.1%
- Value
- $286,289
- Shares
- 3,105
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 64.9% | $541m | 735,215 | Held |
| IsharesEMXC | 7.0% | $58m | 571,595 | -27% |
| SandiskSNDK | 2.9% | $24m | 10,500 | -25% |
| IntelINTC | 2.4% | $20m | 143,099 | +10% |
| Amazon.comAMZN | 2.1% | $18m | 73,803 | Held |
| Lam ResearchLRCX | 2.1% | $17m | 40,000 | Held |
| AppleAAPL | 1.4% | $11m | 39,684 | -21% |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $11m | 23,000 | Held |
| KLAKLAC | 1.3% | $11m | 36,000 | Held |
| Applied MaterialsAMAT | 1.2% | $10m | 14,000 | +8% |
| AlphabetGOOGL | 1.1% | $9m | 24,550 | +18% |
| Marvell TechnologyMRVL | 0.9% | $7m | 25,000 | New |
| Advanced Micro DevicesAMD | 0.9% | $7m | 12,500 | +213% |
| Ishares TRIJH | 0.8% | $7m | 91,825 | +4% |
| CorningGLW | 0.8% | $7m | 26,500 | +18% |
| NvidiaNVDA | 0.8% | $7m | 33,000 | -28% |
| Micron TechnologyMU | 0.8% | $6m | 5,500 | New |
| Keysight TechnologiesKEYS | 0.7% | $6m | 16,000 | +33% |
| Berkshire HathawayBRK-B | 0.6% | $5m | 9,992 | -10% |
| AlphabetGOOG | 0.6% | $5m | 13,316 | Held |
| Lumentum HoldingsLITE | 0.4% | $3m | 3,500 | -42% |
| TeradyneTER | 0.3% | $3m | 6,000 | -56% |
| CoherentCOHR | 0.3% | $3m | 7,000 | -42% |
| TeslaTSLA | 0.3% | $3m | 6,500 | New |
| Bloom EnergyBE | 0.3% | $2m | 8,000 | New |
| MicrosoftMSFT | 0.3% | $2m | 5,878 | -9% |
| Lattice SemiconductorLSCC | 0.3% | $2m | 14,000 | New |
| ARM HoldingsARM | 0.3% | $2m | 6,000 | New |
| ON SemiconductorON | 0.2% | $2m | 22,000 | New |
| Ishares TRITA | 0.2% | $2m | 8,426 | Held |
| Applied OptoelectronicsAAOI | 0.2% | $2m | 13,000 | Held |
| Microchip TechnologyMCHP | 0.2% | $2m | 21,000 | +17% |
| SemtechSMTC | 0.2% | $2m | 11,000 | New |
| Solaris Energy InfrastructureSEI | 0.2% | $2m | 20,000 | New |
| Vishay IntertechnologyVSH | 0.2% | $2m | 29,000 | New |
| QorvoQRVO | 0.2% | $1m | 15,000 | New |
| Churchill Capital Corp XICCXI | 0.2% | $1m | 80,000 | New |
| SitimeSITM | 0.1% | $1m | 1,500 | -63% |
| CognexCGNX | 0.1% | $1m | 15,000 | Held |
| AmbarellaAMBA | 0.1% | $1m | 12,000 | New |
| WolfspeedWOLF | 0.1% | $1m | 21,000 | New |
| Enphase EnergyENPH | 0.1% | $886,320 | 18,000 | New |
| RTXRTX | <0.1% | $790,290 | 4,165 | Held |
| Spdr Gold TRGLD | <0.1% | $628,456 | 1,706 | Held |
| Uber TechnologiesUBER | <0.1% | $576,720 | 8,000 | Held |
| Eli LillyLLY | <0.1% | $533,746 | 445 | -5% |
| Ishares Silver TRSLV | <0.1% | $494,277 | 9,244 | Held |
| VisaV | <0.1% | $449,105 | 1,309 | Held |
| Johnson & JohnsonJNJ | <0.1% | $406,433 | 1,600 | -30% |
| MastercardMA | <0.1% | $384,173 | 748 | Held |
| Spdr Series TrustPSK | <0.1% | $337,095 | 11,041 | Held |
| Fidelity Covington TrustFHLC | <0.1% | $305,877 | 3,960 | Held |
| First TR Exchange-Traded FDEMLP | <0.1% | $300,243 | 6,902 | Held |
| Pimco ETF TRBOND | <0.1% | $286,289 | 3,105 | Held |
| Abbott LaboratoriesABT | <0.1% | $203,582 | 2,244 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 43.3% since 30 June 2025.
Where the money is
Technology21.0%
Retail & consumer2.4%
Media & telecom1.6%
Industrials0.8%
Financial services0.7%
Health care0.1%
Other73.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.