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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
MSFT icon
26
Microsoft
MSFT
$3.72T
$2.19M 0.26%
5,878
-594
-9% -$240K
LSCC icon
27
Lattice Semiconductor
LSCC
$16.5B
$2.14M 0.26%
+14,000
New +$1.81M
ARM icon
28
Arm
ARM
$269B
$2.13M 0.25%
+6,000
New +$1.6M
ON icon
29
ON Semiconductor
ON
$29B
$2.08M 0.25%
+22,000
New +$2.26M
ITA icon
30
iShares US Aerospace & Defense ETF
ITA
$13.5B
$2.04M 0.24%
8,426
+6
+0.1% +$1.37K
AAOI icon
31
Applied Optoelectronics
AAOI
$8.94B
$1.93M 0.23%
13,000
– –
MCHP icon
32
Microchip Technology
MCHP
$40.2B
$1.92M 0.23%
21,000
+3,000
+17% +$268K
SMTC icon
33
Semtech
SMTC
$13.8B
$1.78M 0.21%
+11,000
New +$1.44M
SEI
34
Solaris Energy Infrastructure
SEI
$3.6B
$1.61M 0.19%
+20,000
New +$1.43M
VSH icon
35
Vishay Intertechnology
VSH
$4.81B
$1.56M 0.19%
+29,000
New +$1.19M
QRVO icon
36
Qorvo
QRVO
$9.11B
$1.4M 0.17%
+15,000
New +$1.38M
CCXI
37
Churchill Capital Corp XI
CCXI
$747M
$1.4M 0.17%
+80,000
New +$852K
SITM icon
38
SiTime
SITM
$18.3B
$1.12M 0.13%
1,500
-2,500
-63% -$1.58M
CGNX icon
39
Cognex
CGNX
$10.5B
$1.09M 0.13%
15,000
– –
AMBA icon
40
Ambarella
AMBA
$2.77B
$1.03M 0.12%
+12,000
New +$826K
WOLF icon
41
Wolfspeed
WOLF
$1.45B
$1.01M 0.12%
+21,000
New +$914K
ENPH icon
42
Enphase Energy
ENPH
$4.78B
$886K 0.11%
+18,000
New +$820K
RTX icon
43
RTX Corp
RTX
$270B
$790K 0.09%
4,165
+15
+0.4% +$2.75K
GLD icon
44
SPDR Gold Trust
GLD
$149B
$628K 0.08%
1,706
– –
UBER icon
45
Uber
UBER
$154B
$577K 0.07%
8,000
– –
LLY icon
46
Eli Lilly
LLY
$1.02T
$534K 0.06%
445
-22
-5% -$22.5K
SLV icon
47
iShares Silver Trust
SLV
$32.2B
$494K 0.06%
9,244
– –
V icon
48
Visa
V
$703B
$449K 0.05%
1,309
– –
JNJ icon
49
Johnson & Johnson
JNJ
$666B
$406K 0.05%
1,600
-694
-30% -$162K
MA icon
50
Mastercard
MA
$510B
$384K 0.05%
748
– –
1
2
3

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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.