Artemis Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Artemis Wealth Advisors, LLC reported 33 stock positions worth $654.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 67.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 11.1%) and iShares MSCI Emr MRK Ex Chna (EMXC, 3.8%). Compared with Q1 2025, it opened 13 new positions, sold out of 2, added to 11 and reduced 3. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- Port Washington, NY
- CIK
- 0001767435
- Portfolio Value
- $654.3M (Q2 2025)
- SEC Filing
- 0001941040-25-000418 ↗ filed Aug 5, 2025
Holdings Value
Holdings 33 stocks · $654.3M
| QQQ Invesco QQQ Trust Series 1 | 67.01% | 794,865 | $438.5M | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 11.14% | 100 | $72.9M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 3.77% | 390,345 | $24.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.47% | 103,588 | $22.7M | Add +48.0% |
| MSFT Microsoft Corp. | 3.29% | 43,337 | $21.6M | Add +32.9% |
| BITB Bitwise Bitcoin ETF | 1.34% | 150,000 | $8.8M | No change |
| NVDA Nvidia Corp. | 1.33% | 55,000 | $8.7M | New |
| META Meta Platforms Inc. Class A | 1.29% | 11,400 | $8.4M | New |
| AAPL Apple Inc. | 1.24% | 39,684 | $8.1M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.14% | 33,000 | $7.5M | New |
| AVGO Broadcom Inc. | 1.07% | 25,500 | $7.0M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 10,492 | $5.1M | No change |
| LRCX Lam Research Corp. | 0.45% | 30,000 | $2.9M | New |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 20,000 | $2.7M | New |
| GOOG Alphabet Inc. Class C | 0.36% | 13,283 | $2.4M | Add +13.2% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 31,090 | $1.9M | Reduce -89.0% |
| CEG Constellation Energy | 0.25% | 5,000 | $1.6M | New |
| ITA iShares U.S. Aerospace & Def | 0.24% | 8,383 | $1.6M | Add +0.1% |
| TLN Talen Energy Corp. | 0.22% | 5,000 | $1.5M | New |
| GEV GE Vernova Inc. | 0.20% | 2,500 | $1.3M | New |
| UBER Uber Technologies Inc. | 0.11% | 8,000 | $746K | No change |
| RTX RTX Corp. | 0.09% | 4,173 | $609K | Add +0.4% |
| GLD SPDR Gold Shares | 0.08% | 1,706 | $520K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.05% | 10,371 | $329K | Add +1.7% |
| SLV iShares Silver Trust | 0.05% | 9,244 | $303K | No change |
| V Visa Inc. Class A | 0.05% | 836 | $297K | New |
| BOND PIMCO Active Bond Exchange-T | 0.04% | 2,950 | $272K | Add +1.3% |
| EMLP First Trust North American E | 0.04% | 6,700 | $251K | Add +0.8% |
| FHLC Fidelity MSCI Health Care | 0.04% | 3,910 | $250K | Add +0.4% |
| MA Mastercard Inc. Class A | 0.04% | 444 | $250K | New |
| JNJ Johnson & Johnson | 0.04% | 1,575 | $241K | Reduce -1.4% |
| ABT Abbott Laboratories | 0.04% | 1,729 | $235K | New |
| LLY Eli Lilly & Co. | 0.03% | 264 | $206K | New |
Options reported separately and not counted above: QQQ puts ($300.6M).
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | New | 1.33% | +1.33 |
| META Meta Platforms Inc. Class A | New | 1.29% | +1.29 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.14% | +1.14 |
| MSFT Microsoft Corp. | Add +32.9% | 3.29% | +1.09 |
| AMZN Amazon.com Inc. | Add +48.0% | 3.47% | +1.08 |
| AVGO Broadcom Inc. | New | 1.07% | +1.07 |
| LRCX Lam Research Corp. | New | 0.45% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | New | 0.42% | +0.42 |
| CEG Constellation Energy | New | 0.25% | +0.25 |
| TLN Talen Energy Corp. | New | 0.22% | +0.22 |
| GEV GE Vernova Inc. | New | 0.20% | +0.20 |
| V Visa Inc. Class A | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | New | 0.04% | +0.04 |
| LLY Eli Lilly & Co. | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +13.2% | 0.36% | +0.03 |
| ITA iShares U.S. Aerospace & Def | Add +0.1% | 0.24% | +0.01 |
| RTX RTX Corp. | Add +0.4% | 0.09% | −0.01 |
| EMLP First Trust North American E | Add +0.8% | 0.04% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +1.3% | 0.04% | −0.01 |
| PSK SS SPDR Ice Pref Sec ETF | Add +1.7% | 0.05% | −0.01 |
| FHLC Fidelity MSCI Health Care | Add +0.4% | 0.04% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.1% | 3.77% | −0.10 |
| AAPL Apple Inc. | Add +2.4% | 1.24% | −0.30 |
Options Activity Q1 2025 → Q2 2025
| QQQ Invesco QQQ Trust Series 1 | put | New | 545,000 | $300.6M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |