Artemis Wealth Advisors, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 694,878
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
94.05 K
(13.5% of total reported value)
· QoQ Δ:
-233.2 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 595.1 K | 99.0% | 9.3 K | 0 | 9.3 K |
| ETFs | 5.768 K | 1.0% | 0 | 62 | -62 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
694,878
Holdings
40
QoQ value change ($000)
-223,916
(-24.4%)
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.