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Portfolio (Quarterly) Guide ↗

Artemis Wealth Advisors, LLC

· CIK 0001767435
13F Portfolio $835M AUM 55 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 55 New
Page 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 735,215.0 $541.4M 64.88% NEW $736.40 -2.7%
2 EMXC ISHARES INC 571,595.0 $58.5M 7.01% NEW $102.30 -6.1%
3 SNDK SANDISK CORP Technology 10,500.0 $23.9M 2.86% NEW $2273.73 -31.1%
4 INTC INTEL CORP Technology 143,099.0 $20.0M 2.39% NEW $139.63 -33.2%
5 AMZN AMAZON COM INC Consumer Cyclical 73,803.0 $17.6M 2.11% NEW $238.34 +11.1%
6 LRCX LAM RESEARCH CORP Technology 40,000.0 $17.3M 2.08% NEW $433.33 -28.8%
7 AAPL APPLE INC Technology 39,684.0 $11.5M 1.38% NEW $289.36 +8.9%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 23,000.0 $11.0M 1.31% NEW $477.24 -13.5%
9 KLAC KLA CORP Technology 36,000.0 $10.9M 1.30% NEW $301.71 -37.9%
10 AMAT APPLIED MATLS INC Technology 14,000.0 $10.1M 1.21% NEW $723.00 -31.6%
11 GOOGL ALPHABET INC Communication Services 24,550.0 $8.8M 1.05% NEW $357.28 -3.7%
12 MRVL MARVELL TECHNOLOGY INC Technology 25,000.0 $7.4M 0.89% NEW $297.89 -21.7%
13 AMD ADVANCED MICRO DEVICES INC Technology 12,500.0 $7.3M 0.87% NEW $580.91 -19.7%
14 IJH ISHARES TR 91,825.0 $7.1M 0.85% NEW $77.11 +0.1%
15 GLW CORNING INC Technology 26,500.0 $6.8M 0.81% NEW $255.41 -40.5%
16 NVDA NVIDIA CORPORATION Technology 33,000.0 $6.6M 0.79% NEW $200.09 +9.5%
17 MU MICRON TECHNOLOGY INC Technology 5,500.0 $6.3M 0.76% NEW $1154.29 -19.5%
18 KEYS KEYSIGHT TECHNOLOGIES INC Technology 16,000.0 $5.6M 0.67% NEW $350.10 -9.0%
19 BERKSHIRE HATHAWAY INC DEL 9,992.0 $5.0M 0.60% NEW $500.39
20 GOOG ALPHABET INC Communication Services 13,316.0 $4.7M 0.56% NEW $353.32 -3.5%
Page 1 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.6%
Technology 23.1%
Consumer Cyclical 2.7%
Communication Services 1.8%
Industrials 0.4%
Energy 0.3%
Healthcare 0.2%