Artemis Wealth Advisors, LLC has disclosed its latest investment holdings through a 13F-HR filing, revealing a total value of $815,086,864 in assets under management as of September 30, 2026. This substantial figure underscores the firm's growing influence in the wealth management sector.
The filing, dated November 5, 2026, is significant as it provides insights into the investment strategies employed by Artemis Wealth Advisors. The report includes details about the firm's holdings in various companies, showcasing its diverse portfolio.
Background
Artemis Wealth Advisors, LLC is a financial advisory firm based in Port Washington, New York. The company was incorporated in Delaware and operates under the Central Index Key (CIK) number 0001767435. Its recent filings include multiple 13F-HR reports, indicating a consistent approach to reporting its investment activities.
What the Filing Says
The 13F-HR filing highlights that Artemis Wealth Advisors has a total of 49 individual holdings. The firm has reported a significant investment in companies such as Amazon, Apple, and NVIDIA, among others. The filing states, "The total value of the holdings as of September 30, 2026, is $815,086,864," reflecting the firm's strategic investment decisions.
Impact
This filing may influence various stakeholders, including investors, analysts, and competitors in the financial services industry. The substantial asset management capabilities of Artemis Wealth Advisors could prompt rival firms to reevaluate their own strategies and investment approaches.
What's Next
The filing does not say what happens next.
Read Next
Magnolia Group reports $305.5 million in latest 13F-HR filing
Lazard Active ETF Trust files SEC certification
Acorn Creek Capital reports $301.6M portfolio in latest filing
Tidal Trust V expands ETF offerings with new series
BNY Mellon Funds Trust to Hold Special Shareholder Meeting
Bourne Lent Asset Management reveals Q3 2026 holdings




