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ARTEMIS WEALTH ADVISORS, LLC 13F portfolio summary

ARTEMIS WEALTH ADVISORS, LLC of ARTEMIS WEALTH ADVISORS, LLC has 55 current stock holdings with a reported portfolio value of $834.5M. The portfolio 1 year return is +44.83%. Top holdings include MCHP (64.88%), MU (7.01%), BOND (2.86%), MSFT (2.39%), AMAT (2.11%).

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ARTEMIS WEALTH ADVISORS, LLC

ARTEMIS WEALTH ADVISORS, LLC
Latest filing: 2026-06-30

ARTEMIS WEALTH ADVISORS, LLC runs ARTEMIS WEALTH ADVISORS, LLC and currently holds 55 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $834.51M. Their top holdings are MCHP, MU, BOND, MSFT, AMAT. The top five represent 79.2% of reported portfolio weight. ARTEMIS WEALTH ADVISORS, LLC ranks #201 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ARTEMIS WEALTH ADVISORS, LLC initiated 14 new positions. They added to 19 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
MCHP64.9%
MU7.0%
BOND2.9%
MSFT2.4%
AMAT2.1%
Top 5: 79.2%
Portfolio Returns
1 Year
+44.83%
#196/1000
3 Year
+113.78%
#197/1000
5 Year
+113.04%
#212/1000

Portfolio Value

$834.51M

Alpha Score

91.7

#201 of 1000

Holdings

55

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55 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MCHP
MICROCHIP TECHNOLOGY INC.
64.88%$90.53$76.08-15.96%
Added
+3984.53%
MU
MICRON TECHNOLOGY INC
7.01%$1,154.29$966.78-16.24%
New Buy
BOND
PIMCO ETF TR
2.86%$93.00$90.51-2.68%
Added
+242.47%
MSFT
MICROSOFT CORP
2.39%$373.51$483.24+29.38%
Added
+2111.05%
AMAT
APPLIED MATLS INC
2.11%$647.23$492.32-23.93%
Added
+467.72%
QQQ
INVESCO QQQ TR
2.08%$218.94$713.44+225.86%
Trimmed
-94.50%
BRK-B
BERKSHIRE HATHAWAY INC DEL
1.38%$473.50$495.77+4.70%
Added
+259.39%
SEI
SOLARIS ENERGY INFRAS INC
1.32%$80.46$53.32-33.73%
New Buy
RTX
RTX CORPORATION
1.30%$179.01$209.91+17.26%
Added
+767.47%
BE
BLOOM ENERGY CORP
1.21%$302.70$201.42-33.46%
New Buy

Showing 1-10 of 55