Artemis Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$662,270
Net value change ($000)
-32,608 (-4.7%)
New positions
7
Sold out positions
2
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EMXC 31,552 105.0%
QQQ 18,758 4.3%
SNDK 4,385 97.2%
META 3,147 NEW
GLW 3,059 NEW
IJH 2,881 93.4%
KLAC 2,871 118.1%
TER 2,550 175.6%
AMAT 2,516 130.6%
KEYS 2,373 233.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -13,979 -85.4%
BITB -7,134 -100.0%
GOOGL -2,941 -32.9%
AVGO -2,443 -42.8%
AMZN -1,565 -9.2%
PLTR -711 -100.0%
GOOGL -328 -7.9%
UBER -79 -12.1%
V -63 -13.7%
MA -53 -12.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,280 (0.2% 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