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Artemis Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Artemis Wealth Advisors, LLC

Investment Activity

  • Artemis Wealth Advisors, LLC has $834.51 million in total holdings as of June 30, 2026.
  • Artemis Wealth Advisors, LLC owns shares of 55 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 86.86% of the portfolio was purchased this quarter.
  • About 82.43% of the portfolio was sold this quarter.
  • This quarter, Artemis Wealth Advisors, LLC has purchased 44 new stocks and bought additional shares in 19 stocks.
  • Artemis Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Micron Technology
$58,474,159
PIMCO ETF TR
$23,874,165
Microsoft
$19,980,951
Applied Materials
$17,590,207

Largest New Holdings this Quarter

595112103 - Micron Technology
$58,474,159 Holding
83418M103 - SOLARIS ENERGY INFRAS INC
$10,976,520 Holding
093712107 - Bloom Energy
$10,122,000 Holding
816850101 - Semtech
$7,080,627 Holding
928298108 - Vishay Intertechnology
$5,601,600 Holding

Largest Purchases this Quarter

Microchip Technology
717,215 shares (about $528.16M)
Micron Technology
571,595 shares (about $58.47M)
Microsoft
136,627 shares (about $19.08M)
PIMCO ETF TR
7,434 shares (about $16.90M)
Applied Materials
60,803 shares (about $14.49M)

Largest Sales this Quarter

Invesco QQQ
840,969 shares (about $364.42M)
iShares MSCI Emerging Markets ex China ETF
750,254 shares (about $150.12M)
LAM RESEARCH CORP
39,555 shares (about $47.44M)
Intel
122,099 shares (about $36.93M)
Amazon.com
60,947 shares (about $21.53M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofArtemis Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$541,412,586$528,157,380 â–²3,984.5%735,21564.9%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$58,474,159$58,474,159 â–²New Holding571,5957.0%Technology
PIMCO ETF TR
$23,874,165$16,902,909 â–²242.5%10,5002.9%ACTIVE BD ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$19,980,951$19,077,264 â–²2,111.0%143,0992.4%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$17,590,207$14,491,787 â–²467.7%73,8032.1%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,333,200$364,417,097 â–¼-95.5%40,0002.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$11,482,873$8,287,785 â–²259.4%39,6841.4%Finance
SOLARIS ENERGY INFRAS INC
$10,976,520$10,976,520 â–²New Holding23,0001.3%COM CL A
RTX Corporation stock logo
RTX
RTX
$10,861,560$9,609,464 â–²767.5%36,0001.3%Industrials
Bloom Energy Corporation stock logo
BE
Bloom Energy
$10,122,000$10,122,000 â–²New Holding14,0001.2%Industrials
Apple Inc. stock logo
AAPL
Apple
$8,771,212$9,141,711 â–¼-51.0%24,5501.1%Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$7,447,250$3,574,680 â–²92.3%25,0000.9%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$7,261,375$4,937,735 â–²212.5%12,5000.9%Technology
Semtech Corporation stock logo
SMTC
Semtech
$7,080,627$7,080,627 â–²New Holding91,8250.8%Technology
KLA Corporation stock logo
KLAC
KLA
$6,768,498$5,849,004 â–²636.1%26,5000.8%Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$6,602,970$150,118,323 â–¼-95.8%33,0000.8%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$6,348,595$1,561,754 â–¼-19.7%5,5000.8%ETF
Vishay Intertechnology, Inc. stock logo
VSH
Vishay Intertechnology
$5,601,600$5,601,600 â–²New Holding16,0000.7%Technology
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$4,999,897$3,024,858 â–²153.2%9,9920.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,704,867$21,534,059 â–¼-82.1%13,3160.6%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,003,210$14,890,773 â–¼-83.2%3,5000.4%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$2,903,040$2,903,040 â–²New Holding6,0000.3%Consumer Discretionary
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,760,170$1,855,623 â–²205.1%7,0000.3%Healthcare
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,733,900$630,900 â–¼-18.8%6,5000.3%Industrials
Intel Corporation stock logo
INTC
Intel
$2,419,840$36,932,506 â–¼-93.9%8,0000.3%Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$2,192,783$1,255,683 â–¼-36.4%5,8780.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,141,440$90,399 â–²4.4%14,0000.3%Communication Services
Corning Incorporated stock logo
GLW
Corning
$2,127,420$5,850,405 â–¼-73.3%6,0000.3%Technology
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$2,079,880$945,400 â–²83.3%22,0000.2%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,042,598$3,532,972 â–¼-63.4%8,4260.2%Technology
Cognex Corporation stock logo
CGNX
Cognex
$1,926,080$296,320 â–¼-13.3%13,0000.2%Technology
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$1,915,200$1,915,200 â–²New Holding21,0000.2%Technology
Qorvo, Inc. stock logo
QRVO
Qorvo
$1,780,350$1,780,350 â–²New Holding11,0000.2%Technology
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$1,608,600$734,728 â–²84.1%20,0000.2%ETF
Ambarella, Inc. stock logo
AMBA
Ambarella
$1,559,040$1,559,040 â–²New Holding29,0000.2%Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,399,050$1,329,284 â–²1,905.3%15,0000.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,396,000$145,690 â–¼-9.5%80,0000.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,118,340$153,585 â–¼-12.1%1,5000.1%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,086,300$476,524 â–²78.1%15,0000.1%ETF
ARM HOLDINGS PLC
$1,029,600$1,029,600 â–²New Holding12,0000.1%SPONSORED ADS
CHURCHILL CAP CORP XI
$1,013,250$1,013,250 â–²New Holding21,0000.1%CL A ORD SHS
Lattice Semiconductor Corporation stock logo
LSCC
Lattice Semiconductor
$886,320$886,320 â–²New Holding18,0000.1%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$790,290$7,869,505 â–¼-90.9%4,1650.1%Technology
SANDISK CORP
$628,456$4,528,862 â–¼-87.8%1,7060.1%COM
Visa Inc. stock logo
V
Visa
$576,720$482,354 â–²511.2%8,0000.1%Finance
LAM RESEARCH CORP
$533,746$47,443,423 â–¼-98.9%4450.1%COM
onsemi stock logo
ON
onsemi
$494,277$494,277 â–²New Holding9,2440.1%Technology
WOLFSPEED INC
$449,105$449,105 â–²New Holding1,3090.1%COMMON STOCK
Teradyne, Inc. stock logo
TER
Teradyne
$406,433$3,022,845 â–¼-88.1%1,6000.0%Technology
Coherent Corp. stock logo
COHR
Coherent
$384,173$5,779,030 â–¼-93.8%7480.0%Technology
SiTime Corporation stock logo
SITM
SiTime
$337,095$214,970 â–²176.0%11,0410.0%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$305,877$269,805 â–²748.0%3,9600.0%Healthcare
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$300,243$300,243 â–²New Holding6,9020.0%Technology
Lumentum Holdings Inc. stock logo
LITE
Lumentum
$286,289$266,926 â–¼-48.3%3,1050.0%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$203,5820.0%2,2440.0%Healthcare
Broadcom Inc. stock logo
AVGO
Broadcom
$0$3,267,807 â–¼-100.0%00.0%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$3,146,715 â–¼-100.0%00.0%Communication Services
Amkor Technology, Inc. stock logo
AMKR
Amkor Technology
$0$1,846,230 â–¼-100.0%00.0%Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$250,980 â–¼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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