Artemis Wealth Advisors, LLC Portfolio Holdings

Artemis Wealth Advisors, LLC

  • $940 Million
  • Q2 2025

Artemis Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $940 Million distributed in 34 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 $438M, Berkshire Hathaway Inc with a value of $72.9M, Ishares Inc Msci Emerging Mkts with a value of $24.6M, Amazon Com Inc with a value of $22.7M, and Microsoft Corp with a value of $21.6M.

Examining the 13F form we can see an increase of $391M in the current position value, from $549M to 940M.

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

Portfolio value $940 Million
ETFs: $769 Million
Financial Services: $78.5 Million
Technology: $56.4 Million
Consumer Cyclical: $22.7 Million
Communication Services: $10.8 Million
Utilities: $1.61 Million
Healthcare: $680,000
Industrials: $609,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$438 Million 46.62% of portfolio
794,865
Q2 2025 Reduced 2.98%
$423B
$72.9 Million 7.75% of portfolio
100
Q1 2023 New
$0
$24.6 Million 2.62% of portfolio
390,345
Q2 2025 Added 0.15%
$2.26T
$22.7 Million 2.42% of portfolio
103,588
Q2 2025 Added 47.98%
$3.95T
$21.6 Million 2.29% of portfolio
43,337
Q2 2025 Added 32.92%
$456B
$8.69 Million 0.92% of portfolio
55,000
Q2 2025 New
$1.78T
$8.41 Million 0.89% of portfolio
11,400
Q2 2025 New
$3.69T
$8.14 Million 0.87% of portfolio
39,684
Q2 2025 Added 2.35%
$1.27T
$7.47 Million 0.79% of portfolio
33,000
Q2 2025 New
$127B
$7.03 Million 0.75% of portfolio
25,500
Q2 2025 New
$621B
$5.1 Million 0.54% of portfolio
10,492
Q4 2024 Added 64.14%
$367B
$2.73 Million 0.29% of portfolio
20,000
Q2 2025 New
$1.24T
$2.36 Million 0.25% of portfolio
13,283
Q2 2025 Added 13.23%
$0
$1.93 Million 0.21% of portfolio
31,090
Q2 2025 Reduced 89.01%
$0
$1.58 Million 0.17% of portfolio
8,383
Q2 2025 Added 0.1%
$111B
$1.61 Million 0.17% of portfolio
5,000
Q2 2025 New
$229B
$609,000 0.06% of portfolio
4,173
Q2 2025 Added 0.43%
$106B
$520,000 0.06% of portfolio
1,706
Q4 2022 Reduced 23.64%
$0
$271,000 0.03% of portfolio
2,950
Q2 2025 Added 1.3%
$0
$329,000 0.03% of portfolio
10,371
Q2 2025 Added 1.68%
$548B
$249,000 0.03% of portfolio
444
Q2 2025 New
$0
$250,000 0.03% of portfolio
3,910
Q2 2025 Added 0.36%
$0
$251,000 0.03% of portfolio
6,700
Q2 2025 Added 0.8%
$18B
$303,000 0.03% of portfolio
9,244
Q4 2022 Reduced 23.71%
$551B
$296,000 0.03% of portfolio
836
Q2 2025 New
$452B
$240,000 0.03% of portfolio
1,575
Q2 2025 Reduced 1.38%
$608B
$205,000 0.02% of portfolio
264
Q2 2025 New
$229B
$235,000 0.02% of portfolio
1,729
Q2 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Talen Energy Corp
-
$0 0.0% of portfolio
-
Q2 2025 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $940 Million
  • Prior Value $549 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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