Fund HoldingsArtemis Wealth Advisors, LLC

Total Portfolio Value
$660.99M
Total Bought
$92.38M
Total Sold
$132.49M
Net Transaction
-$40.10M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INC
MSCI EMRG CHN
413,579783,254+369,67530,05961,6119.32%+31,552
INVESCO QQQ TR720,331727,869+7,538441,278460,03669.60%+18,759
LAM RESEARCH CORP(LRCX)040,000+40,00008,5431.29%+8,543
SANDISK CORP(SNDK)19,00014,000-5,0004,5108,8951.35%+4,385
META PLATFORMS INC(META)05,500+5,50003,1470.48%+3,147
CORNING INC(GLW)022,500+22,50003,0590.46%+3,059
ISHARES TR46,74088,349+41,6093,0855,9660.90%+2,881
KLA CORP(KLAC)2,0003,600+1,6002,4305,3010.80%+2,871
TERADYNE INC(TER)7,50013,500+6,0001,4524,0020.61%+2,551
APPLIED MATLS INC7,50013,000+5,5001,9274,4430.67%+2,516
KEYSIGHT TECHNOLOGIES INC(KEYS)5,00012,000+7,0001,0163,3890.51%+2,373
LUMENTUM HLDGS INC(LITE)6,0006,00002,2124,2170.64%+2,005
APPLE INC(AAPL)39,61350,137+10,52410,76912,7241.93%+1,955
NVIDIA CORPORATION(NVDA)35,00045,639+10,6396,5287,9611.20%+1,434
SITIME CORP(SITM)04,000+4,00001,3810.21%+1,381
INVESCO QQQ TR(Put)0153,100+153,10001,280+1,280
INTEL CORP(INTC)125,099130,099+5,0004,6165,7410.87%+1,125
APPLIED OPTOELECTRONICS INC(AAOI)013,000+13,00001,1000.17%+1,100
COHERENT CORP(COHR)10,00012,000+2,0001,8462,8570.43%+1,012
ADVANCED MICRO DEVICES INC(AMD)04,000+4,00008140.12%+814
TAIWAN SEMICONDUCTOR MANUFAC(TSM)23,00023,00006,9897,7731.18%+784
COGNEX CORP(CGNX)015,000+15,00007350.11%+735
AMKOR TECHNOLOGY INC35,00041,000+6,0001,3821,8460.28%+464
BERKSHIRE HATHAWAY INC DEL9,99211,042+1,0505,0225,2910.80%+269
ALIBABA GROUP HLDG LTD(BABA)02,000+2,00002510.04%+251
JOHNSON & JOHNSON(JNJ)1,5842,294+7103285610.08%+233
SPDR GOLD TR(GLD)1,7061,70606767340.11%+58
RTX CORPORATION(RTX)4,1374,150+137598010.12%+42
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
6,8076,853+462582990.05%+41
ISHARES TR8,4148,420+61,8061,8420.28%+35
ISHARES SILVER TR(SLV)9,2449,24405956300.10%+34
MICROCHIP TECHNOLOGY INC.(MCHP)18,00018,00001,1471,1630.18%+16
PIMCO ETF TR
ACTIVE BD ETF
3,0273,066+392822830.04%+1
SPDR SERIES TRUST
ST STR PFD ETF
10,75210,865+1133413350.05%-6
FIDELITY COVINGTON TRUST3,9363,947+112922780.04%-15
ELI LILLY & CO(LLY)445467+224784300.06%-49
ABBOTT LABORATORIES2,2442,24402812300.03%-51
MASTERCARD INCORPORATED(MA)74874804273740.06%-53
VISA INC(V)1,3091,30904593960.06%-63
UBER TECHNOLOGIES INC(UBER)8,0008,00006545750.09%-78
ALPHABET INC(GOOG)13,30113,409+1084,1743,8460.58%-327
PALANTIR TECHNOLOGIES INC(PLTR)4,0000-4,0007110-711
AMAZON COM INC(AMZN)73,80374,263+46017,03515,4702.34%-1,566
BROADCOM INC(AVGO)16,50010,558-5,9425,7113,2680.49%-2,443
ALPHABET INC(GOOG)28,55020,854-7,6968,9375,9960.91%-2,940
LAM RESEARCH CORP(LRCX)40,0000-40,0006,8470-6,847
BITWISE BITCOIN ETF TR(BITB)150,0000-150,0007,1340-7,134
MICROSOFT CORP(MSFT)33,8586,472-27,38616,3752,3960.36%-13,979
INVESCO QQQ TR(Put)153,1000-153,10094,0510-94,051
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