EdgeMarket › What Artemis Wealth Advisors, Llc reported owning
What Artemis Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
662.3MPositions
45Quarter
2026-03-31Shown below
44largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| QQQ INVESCO QQQ TRUST, SERIES 1 | 460.0M | 69.5% | 727.9K | 713.44 | +26.1% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 61.6M | 9.3% | 783.3K | 97.80 | +53.2% |
| AMZN AMAZON COM INC | 15.5M | 2.3% | 74.3K | 258.63 | +15.6% |
| AAPL Apple Inc. | 12.7M | 1.9% | 50.1K | 309.35 | +36.9% |
| SNDK Sandisk Corp | 8.9M | 1.3% | 14.0K | 1,596.08 | +3494.8% |
| LRCX LAM RESEARCH CORP | 8.5M | 1.3% | 40.0K | 314.00 | +216.7% |
| NVDA NVIDIA CORP | 8.0M | 1.2% | 45.6K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 7.8M | 1.2% | 23.0K | 418.95 | +83.3% |
| GOOGL Alphabet Inc. | 6.0M | 0.9% | 20.9K | 344.82 | +73.0% |
| IJH iShares Core S&P Mid-Cap ETF | 6.0M | 0.9% | 88.3K | 76.77 | +20.8% |
| INTC INTEL CORP | 5.7M | 0.9% | 130.1K | 90.07 | +282.6% |
| KLAC KLA CORP | 5.3M | 0.8% | 3.6K | 183.99 | +109.5% |
| unmapped CUSIP 084670702 | 5.3M | 0.8% | 11.0K | — | — |
| AMAT APPLIED MATERIALS INC /DE | 4.4M | 0.7% | 13.0K | 492.32 | +205.9% |
| LITE Lumentum Holdings Inc. | 4.2M | 0.6% | 6.0K | 866.71 | +647.9% |
| TER TERADYNE, INC | 4.0M | 0.6% | 13.5K | 375.74 | +243.1% |
| GOOG Alphabet Inc. | 3.8M | 0.6% | 13.4K | 341.75 | +70.7% |
| KEYS Keysight Technologies, Inc. | 3.4M | 0.5% | 12.0K | 316.13 | +99.4% |
| AVGO Broadcom Inc. | 3.3M | 0.5% | 10.6K | 368.45 | +26.5% |
| META Meta Platforms, Inc. | 3.1M | 0.5% | 5.5K | 549.90 | -26.5% |
| GLW CORNING INC /NY | 3.1M | 0.5% | 22.5K | 149.84 | +132.0% |
| COHR COHERENT CORP. | 2.9M | 0.4% | 12.0K | 289.52 | +234.5% |
| MSFT MICROSOFT CORP | 2.4M | 0.4% | 6.5K | 483.24 | -4.4% |
| AMKR AMKOR TECHNOLOGY, INC. | 1.8M | 0.3% | 41.0K | 50.26 | +118.5% |
| ITA iShares U.S. Aerospace & Defense ETF | 1.8M | 0.3% | 8.4K | 237.34 | +22.1% |
| SITM SITIME Corp | 1.4M | 0.2% | 4.0K | 614.83 | +177.5% |
| MCHP MICROCHIP TECHNOLOGY INC | 1.2M | 0.2% | 18.0K | 76.08 | +14.0% |
| AAOI APPLIED OPTOELECTRONICS, INC. | 1.1M | 0.2% | 13.0K | 124.82 | +469.2% |
| AMD ADVANCED MICRO DEVICES INC | 813.7K | 0.1% | 4.0K | 473.25 | +186.5% |
| RTX RTX Corp | 800.5K | 0.1% | 4.2K | 209.91 | +34.1% |
| CGNX COGNEX CORP | 734.9K | 0.1% | 15.0K | 60.54 | +41.7% |
| GLD SPDR GOLD TRUST | 734.1K | 0.1% | 1.7K | 423.36 | +37.3% |
| SLV iShares Silver Trust | 629.9K | 0.1% | 9.2K | 62.72 | +82.2% |
| UBER Uber Technologies, Inc | 575.4K | 0.1% | 8.0K | 78.80 | -15.9% |
| JNJ JOHNSON & JOHNSON | 560.8K | 0.1% | 2.3K | 270.24 | +51.1% |
| LLY ELI LILLY & Co | 429.5K | 0.1% | 467 | 1,255.40 | +78.0% |
| V VISA INC. | 395.6K | 0.1% | 1.3K | 371.04 | +7.9% |
| MA Mastercard Inc | 373.7K | 0.1% | 748 | 580.63 | -2.0% |
| PSK State Street SPDR ICE Preferred Securities ETF | 335.1K | 0.1% | 10.9K | 29.59 | -9.7% |
| EMLP First Trust North American Energy Infrastructu | 299.2K | 0.0% | 6.9K | 43.72 | +15.2% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 282.9K | 0.0% | 3.1K | 90.50 | -1.7% |
| FHLC Fidelity MSCI Health Care Index ETF | 277.7K | 0.0% | 3.9K | 84.66 | +29.1% |
| BABA Alibaba Group Holding Ltd | 251.0K | 0.0% | 2.0K | 119.34 | -0.1% |
| ABT ABBOTT LABORATORIES | 230.3K | 0.0% | 2.2K | 116.64 | -11.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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