Artemis Wealth Advisors, LLC

All 13F Filings

Location
Port Washington, NY
Most recent 13F
Q2 2026
Holdings value ($000)
834,514
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 55 834,514 13F-HR/A - RESTATEMENT Artemis Wealth Advisors, LLC
Q2 2026 8/7/2026 55 834,514 13F-HR Artemis Wealth Advisors, LLC
Q1 2026 5/14/2026 45 662,270 13F-HR Artemis Wealth Advisors, LLC
Q4 2025 2/13/2026 40 694,878 13F-HR Artemis Wealth Advisors, LLC
Q3 2025 11/12/2025 38 918,794 13F-HR Artemis Wealth Advisors, LLC
Q2 2025 8/5/2025 34 882,827 13F-HR Artemis Wealth Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 223.8 K 26.8% 94.2 K 0 94.2 K
ETFs 610.8 K 73.2% 79.32 K 0 79.32 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
834,514
Holdings
55
QoQ value change ($000)
172,244 (26.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.