SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Artemis Wealth Advisors, LLC

CIK 0001767435 · 570 LEXINGTON AVENUE, 39TH FLOOR, NEW YORK, NY, 10022 · 2128389000

Reported Value
$919M
Q3 2025
Positions
38
Filings on Record
66
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Artemis Wealth Advisors, Llc reported $919M in U.S.-listed holdings across 38 positions for Q3 2025.

The portfolio is heavily concentrated: NDQ alone accounts for 46.8% of reported value.

Compared with Q2 2025, the fund opened 5 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q1 ’22: $604MQ1 ’22Q2 ’22: $366MQ3 ’22: $382MQ4 ’22: $807MQ4 ’22Q1 ’23: $389MQ2 ’23: $4.3BQ3 ’23: $535MQ3 ’23Q4 ’23: $522MQ1 ’24: $990MQ2 ’24: $1.1BQ2 ’24Q3 ’24: $1.0BQ4 ’24: $561MQ1 ’25: $477MQ1 ’25Q2 ’25: $883MQ3 ’25: $919MQ4 ’25: $695MQ4 ’25Q1 ’26: $662Mfilingsflow.com

Portfolio Composition

By security type
ETP: 87.2%Common Stock: 11.8%ADR: 1.0%
  • ETP · 87.2% · $801M
  • Common Stock · 11.8% · $109M
  • ADR · 1.0% · $9M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$662M45May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$695M40Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$919M38Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$883M34Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$477M22Apr 30, 202513F-HRchanges · EDGAR ↗
Q4 2024$561M36Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.0B33Oct 31, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B34Aug 5, 202413F-HRchanges · EDGAR ↗
Q1 2024$990M34Apr 26, 202413F-HRchanges · EDGAR ↗
Q4 2023$522M24Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$535M73Oct 18, 202313F-HRchanges · EDGAR ↗
Q2 2023REVEALED$4.3B857Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$389M67May 15, 2023RESTATEMENTchanges · EDGAR ↗
Q4 2022$807M75Feb 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$382M105Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$366M130Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$604M61Apr 22, 202213F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 2 additional managers.

  • Orion Capital Management II LLC
  • Artemis FP LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.