Artemis Wealth Advisors, LLC

Q2 2026 13F-HR/A Detailed Holdings

Location
Port Washington, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
55
Total value ($000)
$834,514
Net value change ($000)
+172,244 (26.0%)
New positions
15
Sold out positions
4
Turnover %
5.3%
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)
QQQ 81,377 17.7%
SNDK 14,979 168.4%
INTC 14,240 248.0%
LRCX 8,790 102.9%
MRVL 7,447 NEW
AMD 6,447 792.0%
MU 6,349 NEW
AMAT 5,679 127.8%
KLAC 5,561 104.9%
GLW 3,709 121.2%
Top Reduces (Value $000, Stocks/ETFs)
AVGO -3,268 -100.0%
META -3,147 -100.0%
EMXC -3,137 -5.1%
AMKR -1,846 -100.0%
NVDA -1,358 -17.1%
AAPL -1,241 -9.8%
LITE -1,214 -28.8%
TER -1,099 -27.5%
BRK-B -291 -5.5%
SITM -263 -19.0%
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