Artemis Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Artemis Wealth Advisors, LLC reported 22 stock positions worth $556.0 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 69.1% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 14.4%) and iShares MSCI Emr MRK Ex Chna (EMXC, 3.9%). Compared with Q4 2024, it opened 1 new position, sold out of 15, added to 10 and reduced 4. The biggest buy was a new position in iShares Core S&P Midcap ETF (IJH) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- Port Washington, NY
- CIK
- 0001767435
- Portfolio Value
- $556.0M (Q1 2025)
- SEC Filing
- 0001941040-25-000244 ↗ filed Apr 30, 2025
Holdings Value
Holdings 22 stocks · $556.0M
| QQQ Invesco QQQ Trust Series 1 | 69.10% | 819,291 | $384.2M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 14.36% | 100 | $79.8M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.86% | 389,775 | $21.5M | Add +8.8% |
| IJH iShares Core S&P Midcap ETF | 2.97% | 282,963 | $16.5M | New |
| AMZN Amazon.com Inc. | 2.40% | 70,000 | $13.3M | No change |
| MSFT Microsoft Corp. | 2.20% | 32,605 | $12.2M | Reduce -21.6% |
| AAPL Apple Inc. | 1.55% | 38,772 | $8.6M | Reduce -2.7% |
| BITB Bitwise Bitcoin ETF | 1.21% | 150,000 | $6.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 10,492 | $5.6M | No change |
| GOOG Alphabet Inc. Class C | 0.33% | 11,731 | $1.8M | Reduce -2.4% |
| ITA iShares U.S. Aerospace & Def | 0.23% | 8,375 | $1.3M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.14% | 4,972 | $764K | Add +0.6% |
| UBER Uber Technologies Inc. | 0.10% | 8,000 | $583K | No change |
| RTX RTX Corp. | 0.10% | 4,155 | $550K | Add +0.3% |
| GLD SPDR Gold Shares | 0.09% | 1,706 | $492K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.06% | 10,200 | $330K | Add +1.1% |
| SLV iShares Silver Trust | 0.05% | 9,244 | $286K | No change |
| SASR Sandy Spring Bancorp Inc. | 0.05% | 10,104 | $282K | Add +1.0% |
| BOND PIMCO Active Bond Exchange-T | 0.05% | 2,912 | $269K | Add +1.3% |
| FHLC Fidelity MSCI Health Care | 0.05% | 3,896 | $266K | Add +0.4% |
| JNJ Johnson & Johnson | 0.05% | 1,597 | $265K | Add +0.5% |
| EMLP First Trust North American E | 0.04% | 6,647 | $249K | Add +0.8% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Sold out | 0.00% | −2.03 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −1.38 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.88 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.83 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.78 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.64 |
| MSFT Microsoft Corp. | Reduce -21.6% | 2.20% | −0.59 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.34 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.33 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.32 |
| AMBA Ambarella Inc. | Sold out | 0.00% | −0.23 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.20 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.20 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.16 |
| CEG Constellation Energy | Sold out | 0.00% | −0.14 |
| TLN Talen Energy Corp. | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -2.7% | 1.55% | −0.04 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 0.33% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 69.10% | +1.70 |
Portfolio Buys Q4 2024 → Q1 2025
| IJH iShares Core S&P Midcap ETF | New | 2.97% | +2.97 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.8% | 3.86% | +0.70 |
| ITA iShares U.S. Aerospace & Def | Add +0.2% | 0.23% | +0.04 |
| RTX RTX Corp. | Add +0.3% | 0.10% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.6% | 0.14% | +0.02 |
| JNJ Johnson & Johnson | Add +0.5% | 0.05% | +0.01 |
| FHLC Fidelity MSCI Health Care | Add +0.4% | 0.05% | +0.01 |
| EMLP First Trust North American E | Add +0.8% | 0.04% | +0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +1.3% | 0.05% | +0.01 |
| PSK SS SPDR Ice Pref Sec ETF | Add +1.1% | 0.06% | +0.01 |
| SASR Sandy Spring Bancorp Inc. | Add +1.0% | 0.05% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 55 | $834.5M | QQQ, EMXC, SNDK, INTC, AMZN |
| Q1 2026 | 44 | $661.0M | QQQ, EMXC, AMZN, AAPL, SNDK |
| Q4 2025 | 39 | $600.8M | QQQ, EMXC, AMZN, MSFT, AAPL |
| Q3 2025 | 37 | $666.3M | QQQ, BRK.A, EMXC, MSFT, AMZN |
| Q2 2025 | 33 | $654.3M | QQQ, BRK.A, EMXC, AMZN, MSFT |
| Q1 2025 | 22 | $556.0M | QQQ, BRK.A, EMXC, IJH, AMZN |
| Q4 2024 | 36 | $628.3M | QQQ, BRK.A, EMXC, MSFT, AMZN |
| Q3 2024 | 32 | $635.7M | QQQ, BRK.A, CALF, EMXC, NVDA |
| Q2 2024 | 33 | $626.9M | QQQ, BRK.A, CALF, EMXC, NVDA |
| Q1 2024 | 33 | $592.3M | QQQ, BRK.A, CALF, EMXC, MSFT |