Artemis Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
38
Total value ($000)
$918,794
Net value change ($000)
+35,967 (4.1%)
New positions
5
Sold out positions
1
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/5/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 6,807 NEW
EMXC 2,370 9.6%
AAPL 1,935 23.8%
TSM 1,743 23.3%
TLN 1,736 119.4%
NVDA 1,573 18.1%
INTC 1,513 NEW
NET 1,502 NEW
ANET 1,457 NEW
AVGO 1,384 19.7%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -8,073 -1.8%
AMZN -6,788 -29.9%
META -1,805 -21.5%
GEV -1,323 -100.0%
MSFT -660 -3.1%
V -12 -4.0%
LLY -5 -2.4%
ABT -3 -1.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 327,202 (35.6% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type