Muirfield Wealth Advisors
Latest statistics and disclosures from Muirfield Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, BRK.B, VGSH, IJR, VUG, and represent 32.88% of Muirfield Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IEZ, SOXX, SPY, IEF, USMV, VNLA, COP, CMCSA, JAAA, ADI.
- Started 9 new stock positions in COP, CI, IEZ, CMCSA, GLD, BDX, NVS, SOXX, ADI.
- Reduced shares in these 10 stocks: IYC, IGV, , RSP, , SLV, BAC, VTI, VUG, IWF.
- Sold out of its positions in ADBE, IGV, IYC, MMM.
- Muirfield Wealth Advisors was a net buyer of stock by $3.6M.
- Muirfield Wealth Advisors has $136M in assets under management (AUM), dropping by -0.28%.
- Central Index Key (CIK): 0002014898
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Portfolio Holdings for Muirfield Wealth Advisors
Muirfield Wealth Advisors holds 80 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 10.7 | $15M | 76k | 191.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.3 | $10M | 21k | 479.20 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.0 | $6.9M | 117k | 58.54 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.9 | $6.7M | 54k | 124.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.8 | $6.6M | 15k | 436.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.7 | $6.4M | 30k | 215.06 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.6 | $6.3M | +7% | 66k | 95.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.1 | $5.5M | 82k | 67.53 |
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| NVIDIA Corporation (NVDA) | 3.5 | $4.8M | 27k | 174.40 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $4.6M | 179k | 25.64 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 3.1 | $4.1M | +11% | 45k | 92.74 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.5 | $3.4M | 34k | 100.57 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 2.3 | $3.1M | 51k | 60.44 |
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| Apple (AAPL) | 2.2 | $3.0M | 12k | 253.79 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $3.0M | 97k | 30.68 |
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| Rbc Cad (RY) | 2.1 | $2.8M | 17k | 161.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.5 | $2.0M | -6% | 6.3k | 320.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $1.9M | 6.6k | 287.55 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $1.6M | +6% | 6.2k | 261.94 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.2 | $1.6M | 26k | 60.12 |
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| Microsoft Corporation (MSFT) | 1.1 | $1.4M | 3.9k | 370.17 |
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| Meta Platforms Cl A (META) | 1.0 | $1.4M | +3% | 2.5k | 572.05 |
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| American Express Company (AXP) | 1.0 | $1.4M | 4.7k | 302.51 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.0 | $1.3M | 711.00 | 1885.92 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $1.1M | 13k | 87.84 |
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| Ishares Gold Tr Ishares New (IAU) | 0.8 | $1.1M | +4% | 13k | 88.16 |
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| Raymond James Financial (RJF) | 0.8 | $1.1M | +4% | 7.4k | 144.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $1.0M | +10% | 3.6k | 287.20 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.0M | +3% | 4.7k | 218.74 |
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| Ishares Silver Tr Ishares (SLV) | 0.7 | $1.0M | -16% | 15k | 68.14 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $963k | +9% | 1.5k | 653.20 |
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| Ishares Tr Us Industrials (IYJ) | 0.7 | $938k | +9% | 6.4k | 147.54 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $937k | +143% | 1.4k | 650.51 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.7 | $931k | +9% | 5.7k | 164.18 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.7 | $920k | 32k | 28.43 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.7 | $912k | NEW | 32k | 28.95 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $892k | +64% | 18k | 48.86 |
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| Amazon (AMZN) | 0.6 | $875k | +9% | 4.2k | 208.27 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $851k | 9.6k | 88.46 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.6 | $844k | NEW | 2.6k | 328.68 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $834k | +47% | 17k | 50.37 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $818k | -7% | 1.9k | 426.38 |
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| Global X Fds Adaptive Us (AUSF) | 0.6 | $785k | 16k | 48.35 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.6 | $760k | +2% | 23k | 33.74 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $726k | -2% | 29k | 25.10 |
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| Tesla Motors (TSLA) | 0.5 | $697k | 1.9k | 371.75 |
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| Bank of America Corporation (BAC) | 0.5 | $696k | -18% | 14k | 48.75 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $590k | +40% | 7.4k | 79.27 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $573k | +3% | 13k | 44.85 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $528k | +2% | 1.8k | 294.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $444k | +4% | 1.5k | 286.92 |
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| Philip Morris International (PM) | 0.3 | $435k | +20% | 2.6k | 165.35 |
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| Trane Technologies SHS (TT) | 0.3 | $414k | -9% | 992.00 | 416.85 |
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| Visa Com Cl A (V) | 0.3 | $405k | +11% | 1.3k | 302.31 |
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| Booking Holdings (BKNG) | 0.3 | $395k | +42% | 94.00 | 4200.45 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $388k | 1.4k | 272.35 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $385k | +20% | 2.3k | 169.65 |
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| Applied Materials (AMAT) | 0.3 | $376k | +3% | 1.1k | 341.74 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $373k | -8% | 2.8k | 130.93 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $360k | +11% | 3.8k | 93.97 |
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| At&t (T) | 0.3 | $355k | 12k | 28.99 |
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| Curtiss-Wright (CW) | 0.2 | $316k | 464.00 | 681.16 |
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| ConocoPhillips (COP) | 0.2 | $312k | NEW | 2.4k | 132.01 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $302k | NEW | 11k | 28.71 |
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| Verizon Communications (VZ) | 0.2 | $301k | 6.0k | 50.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $282k | 4.4k | 64.08 |
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| Qualcomm (QCOM) | 0.2 | $278k | 2.2k | 128.78 |
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| General Dynamics Corporation (GD) | 0.2 | $270k | +10% | 786.00 | 343.03 |
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| Merck & Co (MRK) | 0.2 | $257k | 2.1k | 120.27 |
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| Procter & Gamble Company (PG) | 0.2 | $246k | 1.7k | 144.44 |
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| Analog Devices (ADI) | 0.2 | $231k | NEW | 727.00 | 318.29 |
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| salesforce (CRM) | 0.2 | $230k | +6% | 1.2k | 186.65 |
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| Union Pacific Corporation (UNP) | 0.2 | $229k | 943.00 | 242.66 |
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| TJX Companies (TJX) | 0.2 | $229k | 1.4k | 159.75 |
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| Wells Fargo & Company (WFC) | 0.2 | $227k | -3% | 2.8k | 79.60 |
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| Becton, Dickinson and (BDX) | 0.2 | $213k | NEW | 1.4k | 157.24 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $210k | NEW | 1.4k | 152.79 |
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| Cigna Corp (CI) | 0.2 | $209k | NEW | 784.00 | 266.75 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $206k | -3% | 4.1k | 50.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $203k | NEW | 472.00 | 430.29 |
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Past Filings by Muirfield Wealth Advisors
SEC 13F filings are viewable for Muirfield Wealth Advisors going back to 2023
- Muirfield Wealth Advisors 2026 Q1 filed April 22, 2026
- Muirfield Wealth Advisors 2025 Q4 filed Feb. 6, 2026
- Muirfield Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- Muirfield Wealth Advisors 2025 Q2 filed July 25, 2025
- Muirfield Wealth Advisors 2025 Q1 filed April 14, 2025
- Muirfield Wealth Advisors 2024 Q4 filed Jan. 24, 2025
- Muirfield Wealth Advisors 2024 Q3 filed Oct. 11, 2024
- Muirfield Wealth Advisors 2024 Q2 filed July 12, 2024
- Muirfield Wealth Advisors 2024 Q1 filed April 22, 2024
- Muirfield Wealth Advisors 2023 Q4 filed March 14, 2024