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J. David Duebendorfer

Artemis Wealth Advisors, Llc

Assets Managed
$662.27M
Holdings
44
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-4.69%(2Q avg: -14.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Artemis Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 44 positions.

Assets under management

The assets under management (AUM) of Artemis Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 662.27M in assets, with a quarterly growth rate of -4.69% and a 2-quarter average growth rate of -14.53%. The portfolio is managed by J. David Duebendorfer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.87%
69.66%
$461.316M↓ Put
880,969 shares@ $523.65 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Increased 89.39%
9.31%
$61.611M
783,254 shares@ $78.66 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.63%
2.34%
$15.47M
74,263 shares@ $208.31 avg price
AAPL
Apple Inc
Recent Activity
Increased 26.57%
1.93%
$12.724M
50,137 shares@ $253.8 avg price
SNDK
Sandisk Corp
Recent Activity
Decreased -26.31%
1.35%
$8.895M
14,000 shares@ $635.34 avg price
LRCX
Lam Research Corp
Recent Activity
1.29%
$8.543M
40,000 shares@ $213.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 30.4%
1.21%
$7.961M
45,639 shares@ $174.45 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
1.18%
$7.773M
23,000 shares@ $337.96 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -26.95%
0.91%
$5.996M
20,854 shares@ $287.55 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 89.03%
0.91%
$5.966M
88,349 shares@ $67.53 avg price

1-10 of 44