Artemis Wealth Advisors, LLC

Q2 2026 13F-HR Detailed Holdings

Location
Port Washington, NY
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
55
Total value ($000)
$834,514
Net value change ($000)
+172,244 (26.0%)
New positions
15
Sold out positions
4
Turnover %
13.6%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 5/14/2026 Next filing: — SEC filing
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Snapshot: Change Analysis

Compared to Q1 2026
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)
MCHP 540,250 46453.1%
MU 58,474 NEW
BOND 23,591 8336.0%
MSFT 17,585 733.9%
AMAT 13,147 295.9%
SEI 10,977 NEW
BE 10,122 NEW
RTX 10,061 1256.1%
SMTC 7,081 NEW
AMD 6,447 792.0%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -442,703 -96.2%
EMXC -55,008 -89.3%
AMZN -10,765 -69.6%
SNDK -8,267 -92.9%
LRCX -8,009 -93.7%
NVDA -7,171 -90.1%
TSM -5,730 -73.7%
IJH -4,570 -76.6%
AAPL -3,953 -31.1%
LITE -3,931 -93.2%
Instrument mix + QoQ Δ (ex-options)
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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Orion Capital Management II LLC
2 Artemis FP LLC