We are live on ! Find out more
AWA

Artemis Wealth Advisors Portfolio holdings

AUM $835M
1-Year Est. Return 73.7%
This Fund
S&P 500
This Quarter Est. Return
+48.5%
1 Year Est. Return
+73.7%
3 Year Est. Return
+173.79%
5 Year Est. Return
+256.72%
10 Year Est. Return
–
AUM
$835M
AUM Growth
+$172M
Cap. Flow
-$6M
Cap. Flow %
-0.72%
Top 10 Hldgs %
86.53%
Holding
60
New
15
Increased
15
Reduced
14
Closed
5

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$5.05M
2
MRVL icon
Marvell Technology
MRVL
+$5.01M
3
MU icon
Micron Technology
MU
+$4.12M
4
AMD icon
Advanced Micro Devices
AMD
+$3.48M
5
TSLA icon
Tesla
TSLA
+$2.59M

Top Sells

Rank Stock Value
1
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$20M
2
SNDK
Sandisk
SNDK
+$5M
3
AVGO icon
Broadcom
AVGO
+$3.27M
4
META icon
Meta Platforms (Facebook)
META
+$3.15M
5
AAPL icon
Apple
AAPL
+$2.99M

Sector Composition

Rank Sector Weight
1 Miscellaneous 73.26%
2 Technology 21.11%
3 Consumer Discretionary 2.44%
4 Communication Services 1.61%
5 Financials 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
1
Invesco QQQ Trust
QQQ
$488B
$541M 64.88%
735,215
+7,346
+1% +$5.05M
EMXC icon
2
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.6B
$58.5M 7.01%
571,595
-211,659
-27% -$20M
SNDK
3
Sandisk
SNDK
$247B
$23.9M 2.86%
10,500
-3,500
-25% -$5M
INTC icon
4
Intel
INTC
$505B
$20M 2.39%
143,099
+13,000
+10% +$1.31M
AMZN icon
5
Amazon
AMZN
$2.76T
$17.6M 2.11%
73,803
-460
-0.6% -$115K
LRCX icon
6
Lam Research
LRCX
$380B
$17.3M 2.08%
40,000
– –
AAPL icon
7
Apple
AAPL
$4.66T
$11.5M 1.38%
39,684
-10,453
-21% -$2.99M
TSM icon
8
TSMC
TSM
$2.22T
$11M 1.32%
23,000
– –
KLAC icon
9
KLA
KLAC
$244B
$10.9M 1.3%
36,000
– –
AMAT icon
10
Applied Materials
AMAT
$362B
$10.1M 1.21%
14,000
+1,000
+8% +$461K
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.13T
$8.77M 1.05%
24,550
+3,696
+18% +$1.33M
MRVL icon
12
Marvell Technology
MRVL
$199B
$7.45M 0.89%
+25,000
New +$5.01M
AMD icon
13
Advanced Micro Devices
AMD
$770B
$7.26M 0.87%
12,500
+8,500
+213% +$3.48M
IJH icon
14
iShares Core S&P Mid-Cap ETF
IJH
$126B
$7.08M 0.85%
91,825
+3,476
+4% +$255K
GLW icon
15
Corning
GLW
$131B
$6.77M 0.81%
26,500
+4,000
+18% +$728K
NVDA icon
16
NVIDIA
NVDA
$5.61T
$6.6M 0.79%
33,000
-12,639
-28% -$2.6M
MU icon
17
Micron Technology
MU
$1.13T
$6.35M 0.76%
+5,500
New +$4.12M
KEYS icon
18
Keysight
KEYS
$55.7B
$5.6M 0.67%
16,000
+4,000
+33% +$1.36M
BRK.B icon
19
Berkshire Hathaway Class B
BRK.B
$1.08T
$5M 0.6%
9,992
-1,050
-10% -$505K
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.09T
$4.7M 0.56%
13,316
-93
-0.7% -$33.2K
LITE icon
21
Lumentum
LITE
$78.4B
$3M 0.36%
3,500
-2,500
-42% -$2.23M
TER icon
22
Teradyne
TER
$55.8B
$2.9M 0.35%
6,000
-7,500
-56% -$2.83M
COHR icon
23
Coherent
COHR
$55.4B
$2.76M 0.33%
7,000
-5,000
-42% -$1.77M
TSLA icon
24
Tesla
TSLA
$1.4T
$2.73M 0.33%
+6,500
New +$2.59M
BE icon
25
Bloom Energy
BE
$72.1B
$2.42M 0.29%
+8,000
New +$2.05M
1
2 3

Similar funds

GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return

Artemis Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Artemis Wealth Advisors held 60 positions worth $835M, up 26% from $662M the previous quarter. Its ten largest holdings account for 87% of the portfolio.

Artemis Wealth Advisors's Q2 2026 filing shows 15 new, 15 increased, 14 reduced and 5 closed positions. Its largest new stake was Marvell Technology: 25,000 shares worth $7.45M. The largest sale was iShares MSCI Emerging Markets ex China ETF, an estimated $20M.

By sector, the portfolio is most concentrated in Miscellaneous at 73% of assets, down from 81% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Artemis Wealth Advisors's largest Q2 2026 buy was Marvell Technology: 25,000 shares worth $7.45M.
  • Artemis Wealth Advisors added most to Invesco QQQ Trust in Q2 2026, an estimated $5.05M increase.
  • Artemis Wealth Advisors's biggest Q2 2026 reduction was iShares MSCI Emerging Markets ex China ETF, cutting an estimated $20M.
  • Artemis Wealth Advisors fully exited Broadcom in Q2 2026, selling an estimated $3.27M.
  • Artemis Wealth Advisors's ten largest holdings make up 87% of its $835M portfolio in Q2 2026.
  • Artemis Wealth Advisors opened 15 new positions and closed 5 in Q2 2026.
  • Artemis Wealth Advisors's portfolio value rose 26% quarter-over-quarter to $835M.

Based on Artemis Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.