Artemis Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Port Washington, NY
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
49
Total value ($000)
$815,087
Net value change ($000)
-19,427 (-2.3%)
New positions
9
Sold out positions
15
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPACE EXPLORATION TECHN CORP 48,957 NEW
META 5,094 NEW
MSFT 4,983 227.2%
QQQ 3,300 0.6%
STX 2,767 NEW
AMD 2,527 34.8%
AAPL 1,870 16.3%
PLTR 1,683 NEW
LITE 1,368 45.6%
NVDA 1,080 16.4%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -30,991 -53.0%
SNDK -15,175 -63.6%
GOOGL -8,771 -100.0%
GLW -6,768 -100.0%
KLAC -3,845 -35.4%
LRCX -3,371 -19.4%
INTC -2,776 -13.9%
TSLA -2,734 -100.0%
LSCC -2,141 -100.0%
ON -2,080 -100.0%
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