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, IJR, VUG, VIG, and represent 32.45% of Muirfield Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$6.7M), IDGT, IYZ, VO, IWF, BKNG, AMD, IEF, IGV, BNY.
- Started 11 new stock positions in IWD, NOBL, ICE, MMM, IDGT, ELV, AMD, IYZ, IGV, GEV. BNY.
- Reduced shares in these 10 stocks: IAU, IEZ, , , VTI, SCHX, AMAT, SCHB, AAPL, VCSH.
- Sold out of its positions in IAU, IEZ, GLD, CRM.
- Muirfield Wealth Advisors was a net buyer of stock by $12M.
- Muirfield Wealth Advisors has $153M in assets under management (AUM), dropping by 12.74%.
- Central Index Key (CIK): 0002014898
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Portfolio Holdings for Muirfield Wealth Advisors
Muirfield Wealth Advisors holds 87 positions in its portfolio as reported in the June 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) | 10.5 | $16M | 76k | 212.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.8 | $10M | 21k | 500.39 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $8.0M | 54k | 148.31 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.2 | $8.0M | +516% | 93k | 86.14 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.6 | $7.1M | 30k | 236.62 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.6 | $7.0M | +3% | 121k | 58.20 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.2 | $6.5M | +4% | 69k | 94.57 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.2 | $6.4M | 83k | 77.11 |
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| NVIDIA Corporation (NVDA) | 3.6 | $5.5M | 27k | 200.09 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.4 | $5.2M | 176k | 29.43 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 2.9 | $4.5M | +3% | 46k | 96.46 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 2.6 | $3.9M | 52k | 75.88 |
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| Rbc Cad (RY) | 2.3 | $3.6M | 17k | 206.97 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.3 | $3.5M | +4% | 35k | 100.81 |
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| Apple (AAPL) | 2.2 | $3.4M | 12k | 289.37 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $3.1M | 97k | 31.71 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.3M | 6.5k | 357.35 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $2.1M | -8% | 5.8k | 370.04 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $2.0M | +3% | 6.5k | 303.13 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.2 | $1.8M | 26k | 68.54 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 1.1 | $1.7M | +3% | 2.7k | 640.85 |
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| American Express Company (AXP) | 1.0 | $1.5M | -2% | 4.6k | 338.26 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.0 | $1.5M | 709.00 | 2082.18 |
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| Microsoft Corporation (MSFT) | 0.9 | $1.4M | 3.8k | 373.06 |
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| Meta Platforms Cl A (META) | 0.9 | $1.4M | 2.5k | 563.26 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $1.2M | 13k | 95.62 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.2M | +6% | 5.1k | 242.43 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $1.2M | +315% | 15k | 80.57 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $1.2M | +6% | 1.6k | 748.89 |
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| Ishares Tr Us Industrials (IYJ) | 0.7 | $1.1M | +7% | 6.8k | 166.66 |
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| Raymond James Financial (RJF) | 0.7 | $1.1M | 7.5k | 152.02 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $1.1M | 1.4k | 746.78 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.7 | $1.1M | +6% | 6.1k | 175.33 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.7 | $1.1M | +18% | 22k | 48.87 |
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| Amazon (AMZN) | 0.7 | $1.0M | +2% | 4.3k | 238.34 |
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| Ishares Tr Us Digi Real Etf (IDGT) | 0.7 | $1.0M | NEW | 8.5k | 119.74 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.7 | $1.0M | +4% | 34k | 30.02 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $953k | +300% | 7.7k | 124.17 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.6 | $947k | +13% | 19k | 50.49 |
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| Ishares Tr Us Telecom Etf (IYZ) | 0.6 | $927k | NEW | 22k | 42.31 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.6 | $927k | +2% | 23k | 40.15 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $903k | 9.7k | 93.38 |
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| Global X Fds Adaptive Us (AUSF) | 0.5 | $795k | 16k | 48.86 |
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| Ishares Silver Tr Ishares (SLV) | 0.5 | $791k | 15k | 53.47 |
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| Tesla Motors (TSLA) | 0.5 | $789k | 1.9k | 420.60 |
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| Bank of America Corporation (BAC) | 0.5 | $781k | -4% | 14k | 56.98 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $770k | -8% | 27k | 28.96 |
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| Applied Materials (AMAT) | 0.5 | $709k | -10% | 981.00 | 722.87 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $595k | 1.8k | 327.31 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $590k | 13k | 45.70 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $534k | -9% | 6.8k | 79.03 |
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| Trane Technologies SHS (TT) | 0.3 | $519k | +6% | 1.1k | 491.31 |
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| Visa Com Cl A (V) | 0.3 | $516k | +12% | 1.5k | 343.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $506k | -7% | 1.4k | 353.35 |
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| Booking Holdings (BKNG) | 0.3 | $431k | +2473% | 2.4k | 178.25 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $428k | 1.4k | 298.98 |
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| Philip Morris International (PM) | 0.3 | $427k | -10% | 2.4k | 180.94 |
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| Qualcomm (QCOM) | 0.3 | $387k | -2% | 2.1k | 184.76 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $371k | +5% | 4.0k | 92.28 |
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| Curtiss-Wright (CW) | 0.2 | $352k | 464.00 | 758.05 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $330k | -8% | 2.6k | 126.57 |
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| Advanced Micro Devices (AMD) | 0.2 | $329k | NEW | 567.00 | 580.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $315k | 4.4k | 71.24 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $312k | 2.3k | 136.72 |
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| Analog Devices (ADI) | 0.2 | $290k | 730.00 | 397.12 |
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| General Dynamics Corporation (GD) | 0.2 | $280k | 792.00 | 354.06 |
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| ConocoPhillips (COP) | 0.2 | $274k | +11% | 2.6k | 103.95 |
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| Merck & Co (MRK) | 0.2 | $272k | 2.1k | 128.49 |
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| Ishares Tr Expanded Tech (IGV) | 0.2 | $267k | NEW | 3.0k | 90.60 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $261k | 11k | 24.55 |
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| Becton, Dickinson and (BDX) | 0.2 | $259k | +26% | 1.7k | 151.32 |
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| Verizon Communications (VZ) | 0.2 | $258k | 6.1k | 42.34 |
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| Union Pacific Corporation (UNP) | 0.2 | $257k | 944.00 | 271.96 |
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| At&t (T) | 0.2 | $255k | 12k | 20.70 |
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| Procter & Gamble Company (PG) | 0.2 | $249k | 1.7k | 146.64 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $240k | NEW | 1.7k | 144.63 |
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| Wells Fargo & Company (WFC) | 0.2 | $238k | 2.9k | 82.65 |
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| Intercontinental Exchange (ICE) | 0.2 | $238k | NEW | 1.9k | 123.12 |
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| Anthem (ELV) | 0.1 | $227k | NEW | 586.00 | 387.03 |
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| Cigna Corp (CI) | 0.1 | $216k | 784.00 | 275.68 |
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| TJX Companies (TJX) | 0.1 | $213k | 1.4k | 151.46 |
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| 3M Company (MMM) | 0.1 | $212k | NEW | 1.3k | 161.91 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $212k | 1.4k | 156.77 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $212k | NEW | 3.8k | 56.16 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $211k | +2% | 4.2k | 50.57 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $203k | NEW | 836.00 | 242.57 |
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| Ge Vernova (GEV) | 0.1 | $200k | NEW | 170.00 | 1176.91 |
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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 Q2 filed Aug. 7, 2026
- 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