Artemis Wealth Advisors, LLC
CIK:0001767435
Investment Adviser
$2B AUM
34 holdings
New York, NY, USA
Artemis Wealth Advisors, LLC offers sophisticated investment strategies, financial planning, and a dynamic portfolio approach to accredited investors with $1 million or more in assets.
Investment Strategy
Macroeconomic insight and disciplined investing
Latest 13F Filing Activity
Artemis Wealth Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 33 equity positions and 1 options positions with a total 13F market value of $883M. The fund increased holdings in Invesco QQQ TR, Amazon Com Inc., Microsoft Corp. among other positions. Artemis Wealth Advisors, LLC reduced exposure to Ishares TR, Qualcomm Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 49.67% | $438.5M | 794,865 | $213.28 | $551.64 | +$54.3M |
E EMXC | ISHARES INC | 2.79% | $24.6M | 390,345 | $51.76 | $63.14 | +$3.2M |
A AMZN | AMAZON COM INC | 2.57% | $22.7M | 103,588 | $159.23 | $219.39 | +$9.4M |
M MSFT | MICROSOFT CORP | 2.44% | $21.6M | 43,337 | $383.83 | $497.41 | +$9.3M |
B BITB | BITWISE BITCOIN ETF TR | 1.00% | $8.8M | 150,000 | $38.07 | $58.59 | +$2.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | New | Put | $300.6M | 5,450 | $551.64 | $551.64 | +5,450 | +$300.6M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+3.2%
SERVICES-PREPACKAGED SOFTWARE
+2.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+2.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+1.7%
COMMODITY CONTRACTS BROKERS & DEALERS
+1.1%
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | New York, NY , United States | |
 | Founder and Chief Investment Officer | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States |
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