Institutional Fund
Artemis Wealth Advisors, LLC
New York, NYCIK 17674355 filings on record
Portfolio Value
$660.99M
Q1 2026
Holdings
44
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+10.0%
from $600.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr69.6%
- Ishares Inc9.3%
- Amazon Com Inc2.3%
- Apple Inc1.9%
- Sandisk Corp1.3%
- Lam Research Corp1.3%
- Other14.2%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 727.9K | $460.04M | 69.6% | +7.5K | Added |
| 2 | Ishares Inc | 783.3K | $61.61M | 9.3% | +369.7K | Added |
| 3 | Amazon Com Inc | 74.3K | $15.47M | 2.3% | +460 | Added |
| 4 | Apple Inc | 50.1K | $12.72M | 1.9% | +10.5K | Added |
| 5 | Sandisk Corp | 14.0K | $8.89M | 1.3% | −5.0K | Reduced |
| 6 | Lam Research Corp | 40.0K | $8.54M | 1.3% | 0 | Held |
| 7 | Nvidia Corporation | 45.6K | $7.96M | 1.2% | +10.6K | Added |
| 8 | Taiwan Semiconductor Mfg Ltd | 23.0K | $7.77M | 1.2% | 0 | Held |
| 9 | Alphabet Inc | 20.9K | $6.00M | 0.9% | −7.7K | Reduced |
| 10 | Ishares Tr | 88.3K | $5.97M | 0.9% | +41.6K | Added |
34 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio