Artemis Wealth Advisors, LLC Portfolio Holdings

Artemis Wealth Advisors, LLC

  • $976 Million
  • Q3 2025

Artemis Wealth Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $976 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $430M, Berkshire Hathaway Inc with a value of $75.4M, Ishares Inc Msci Emerging Mkts with a value of $27.4M, Microsoft Corp with a value of $20.9M, and Amazon Com Inc with a value of $15.9M.

Examining the 13F form we can see an increase of $35.4M in the current position value, from $940M to 976M.

Below you can find more details about Artemis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $976 Million
ETFs: $792 Million
Financial Services: $81.2 Million
Technology: $66.3 Million
Communication Services: $16.7 Million
Consumer Cyclical: $15.9 Million
Utilities: $1.65 Million
Industrials: $1.37 Million
Healthcare: $726,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$430 Million 44.11% of portfolio
716,902
Q3 2025 Reduced 9.81%
$453B
$75.4 Million 7.73% of portfolio
100
Q1 2023 New
$0
$27.4 Million 2.81% of portfolio
405,902
Q3 2025 Added 3.99%
$3.78T
$20.9 Million 2.14% of portfolio
40,344
Q3 2025 Reduced 6.91%
$2.39T
$15.9 Million 1.63% of portfolio
72,588
Q3 2025 Reduced 29.93%
$465B
$10.3 Million 1.05% of portfolio
55,000
Q2 2025 New
$4.3T
$10.1 Million 1.03% of portfolio
39,577
Q3 2025 Reduced 0.27%
$1.46T
$9.22 Million 0.94% of portfolio
33,000
Q2 2025 New
$139B
$8.41 Million 0.86% of portfolio
25,500
Q2 2025 New
$1.65T
$6.81 Million 0.7% of portfolio
28,000
Q3 2025 New
$1.37T
$6.61 Million 0.68% of portfolio
9,000
Q3 2025 Reduced 21.05%
$662B
$5.27 Million 0.54% of portfolio
10,492
Q4 2024 Added 64.14%
$342B
$3.65 Million 0.37% of portfolio
20,000
Q2 2025 New
$1.74T
$3.24 Million 0.33% of portfolio
13,293
Q3 2025 Added 0.08%
$0
$3.05 Million 0.31% of portfolio
46,740
Q3 2025 Added 50.34%
$0
$1.76 Million 0.18% of portfolio
8,414
Q3 2025 Added 0.37%
$143B
$1.51 Million 0.16% of portfolio
45,099
Q3 2025 New
$59.6B
$1.5 Million 0.15% of portfolio
7,000
Q3 2025 New
$181B
$783,000 0.08% of portfolio
8,000
Q1 2021 Added 25.0%
$258B
$695,000 0.07% of portfolio
4,154
Q3 2025 Reduced 0.46%
$20B
$676,000 0.07% of portfolio
8,000
Q3 2025 New
$130B
$606,000 0.06% of portfolio
1,706
Q4 2022 Reduced 23.64%
$24.1B
$391,000 0.04% of portfolio
9,244
Q4 2022 Reduced 23.71%
$0
$348,000 0.04% of portfolio
10,532
Q3 2025 Added 1.55%
$0
$278,000 0.03% of portfolio
2,988
Q3 2025 Added 1.29%
$512B
$252,000 0.03% of portfolio
444
Q2 2025 New
$0
$262,000 0.03% of portfolio
3,923
Q3 2025 Added 0.33%
$0
$258,000 0.03% of portfolio
6,755
Q3 2025 Added 0.82%
$533B
$285,000 0.03% of portfolio
836
Q2 2025 New
$522B
$294,000 0.03% of portfolio
1,586
Q3 2025 Added 0.7%
$971B
$201,000 0.02% of portfolio
264
Q2 2025 New
$228B
$231,000 0.02% of portfolio
1,729
Q2 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q1 2024 New
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 90.0%
Arista Networks Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $976 Million
  • Prior Value $940 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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