Artemis Wealth Advisors, LLC
Long book
$661.0M
Q1 2026
Positions
44
Top-10 weight
90%
concentration
Last quarter
+27.6%
SPY +14.8%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsArtemis Wealth Advisors, LLC is a wealth-management firm allocating client money, specialised in technology (65% of the long book), running a $661.0M US long book across 44 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: INVESCO QQQ TRUST SERIES 1, ISHARES MSCI EMR MRK EX CHNA, AMAZON.COM INC, APPLE INC, SANDISK CORP.
Over the last 9 quarters its long book ran on average 1.8pp per quarter ahead of the S&P 500, beating the index in 7 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+6.4%
Q2 2024
+1.5%
Q3 2024
+4.0%
Q4 2024
-9.0%
Q1 2025
+16.9%
Q2 2025
+9.3%
Q3 2025
+2.7%
Q4 2025
-3.0%
Q1 2026
+27.6%
Sector allocation
Technology 64%
Consumer discretionary 13%
Industrials 10%
Other 7%
Financials 4%
Services media 1%
Healthcare 1%
Long book by quarter
What does Artemis Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 74.3K | $15.5M | 2.3% | +0.6% |
| AAPL APPLE INC | Technology | 50.1K | $12.7M | 1.9% | +26.6% |
| SNDK SANDISK CORP | Technology | 14.0K | $8.9M | 1.3% | -26.3% |
| LRCX LAM RESEARCH CORP | Industrials | 40.0K | $8.5M | 1.3% | Held |
| NVDA NVIDIA CORP | Technology | 45.6K | $8.0M | 1.2% | +30.4% |
| GOOGL ALPHABET INC-CL A | Technology | 20.9K | $6.0M | 0.9% | -27.0% |
| INTC INTEL CORP | Technology | 130.1K | $5.7M | 0.9% | +4.0% |
| KLAC KLA CORP | Other | 3.6K | $5.3M | 0.8% | +80.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 11.0K | $5.3M | 0.8% | +10.5% |
| AMAT APPLIED MATERIALS INC | Technology | 13.0K | $4.4M | 0.7% | +73.3% |
| LITE LUMENTUM HOLDINGS INC | Technology | 6.0K | $4.2M | 0.6% | Held |
| TER TERADYNE INC | Technology | 13.5K | $4.0M | 0.6% | +80.0% |
| GOOG ALPHABET INC-CL C | Technology | 13.4K | $3.8M | 0.6% | +0.8% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 12.0K | $3.4M | 0.5% | +140.0% |
| AVGO BROADCOM INC | Technology | 10.6K | $3.3M | 0.5% | -36.0% |
| META META PLATFORMS INC-CLASS A | Technology | 5.5K | $3.1M | 0.5% | New |
| GLW CORNING INC | Industrials | 22.5K | $3.1M | 0.5% | New |
| COHR COHERENT CORP | Other | 12.0K | $2.9M | 0.4% | +20.0% |
| MSFT MICROSOFT CORP | Technology | 6.5K | $2.4M | 0.4% | -80.9% |
| AMKR AMKOR TECHNOLOGY INC | Technology | 41.0K | $1.8M | 0.3% | +17.1% |
| SITM SITIME CORP | Technology | 4.0K | $1.4M | 0.2% | New |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 18.0K | $1.2M | 0.2% | Held |
| AAOI APPLIED OPTOELECTRONICS INC | Technology | 13.0K | $1.1M | 0.2% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 4.0K | $814K | 0.1% | New |
| RTX RTX CORP | Industrials | 4.2K | $801K | 0.1% | +0.3% |
| CGNX COGNEX CORP | Technology | 15.0K | $735K | 0.1% | New |
| UBER UBER TECHNOLOGIES INC | Services media | 8.0K | $575K | 0.1% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.3K | $561K | 0.1% | +44.8% |
| LLY ELI LILLY & CO | Healthcare | 467 | $430K | 0.1% | +4.9% |
| V VISA INC-CLASS A SHARES | Services media | 1.3K | $396K | 0.1% | Held |
| MA MASTERCARD INC - A | Services media | 748 | $374K | 0.1% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 2.2K | $230K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 45 | $662.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 40 | $694.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 38 | $918.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 34 | $882.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 30, 2025 | 22 | $476.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 36 | $560.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 31, 2024 | 33 | $1.00B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 34 | $1.06B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 34 | $990.0M | canonical | SEC ↗ |