Muirfield Wealth Advisors

Muirfield Wealth Advisors as of March 31, 2026

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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.3 $10M 21k 479.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.0 $6.9M 117k 58.54
Ishares Tr Core S&p Scp Etf (IJR) 4.9 $6.7M 54k 124.31
Vanguard Index Fds Growth Etf (VUG) 4.8 $6.6M 15k 436.79
Vanguard Specialized Funds Div App Etf (VIG) 4.7 $6.4M 30k 215.06
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.6 $6.3M 66k 95.44
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $5.5M 82k 67.53
NVIDIA Corporation (NVDA) 3.5 $4.8M 27k 174.40
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $4.6M 179k 25.64
Ishares Tr Msci Usa Min Vol (USMV) 3.1 $4.1M 45k 92.74
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.5 $3.4M 34k 100.57
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.3 $3.1M 51k 60.44
Apple (AAPL) 2.2 $3.0M 12k 253.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $3.0M 97k 30.68
Rbc Cad (RY) 2.1 $2.8M 17k 161.78
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $2.0M 6.3k 320.82
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.9M 6.6k 287.55
Vanguard Index Fds Small Cp Etf (VB) 1.2 $1.6M 6.2k 261.94
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.2 $1.6M 26k 60.12
Microsoft Corporation (MSFT) 1.1 $1.4M 3.9k 370.17
Meta Platforms Cl A (META) 1.0 $1.4M 2.5k 572.05
American Express Company (AXP) 1.0 $1.4M 4.7k 302.51
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.0 $1.3M 711.00 1885.92
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $1.1M 13k 87.84
Ishares Gold Tr Ishares New (IAU) 0.8 $1.1M 13k 88.16
Raymond James Financial (RJF) 0.8 $1.1M 7.4k 144.80
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.0M 3.6k 287.20
Ishares Tr Us Aer Def Etf (ITA) 0.8 $1.0M 4.7k 218.74
Ishares Silver Tr Ishares (SLV) 0.7 $1.0M 15k 68.14
Ishares Tr Core S&p500 Etf (IVV) 0.7 $963k 1.5k 653.20
Ishares Tr Us Industrials (IYJ) 0.7 $938k 6.4k 147.54
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $937k 1.4k 650.51
Ishares Tr Us Br Del Se Etf (IAI) 0.7 $931k 5.7k 164.18
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.7 $920k 32k 28.43
Ishares Tr Us Oil Eq&sv Etf (IEZ) 0.7 $912k 32k 28.95
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $892k 18k 48.86
Amazon (AMZN) 0.6 $875k 4.2k 208.27
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $851k 9.6k 88.46
Ishares Tr Ishares Semicdtr (SOXX) 0.6 $844k 2.6k 328.68
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $834k 17k 50.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $818k 1.9k 426.38
Global X Fds Adaptive Us (AUSF) 0.6 $785k 16k 48.35
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.6 $760k 23k 33.74
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $726k 29k 25.10
Tesla Motors (TSLA) 0.5 $697k 1.9k 371.75
Bank of America Corporation (BAC) 0.5 $696k 14k 48.75
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $590k 7.4k 79.27
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $573k 13k 44.85
JPMorgan Chase & Co. (JPM) 0.4 $528k 1.8k 294.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $444k 1.5k 286.92
Philip Morris International (PM) 0.3 $435k 2.6k 165.35
Trane Technologies SHS (TT) 0.3 $414k 992.00 416.85
Visa Com Cl A (V) 0.3 $405k 1.3k 302.31
Booking Holdings (BKNG) 0.3 $395k 94.00 4200.45
Vanguard World Health Car Etf (VHT) 0.3 $388k 1.4k 272.35
Exxon Mobil Corporation (XOM) 0.3 $385k 2.3k 169.65
Applied Materials (AMAT) 0.3 $376k 1.1k 341.74
Duke Energy Corp Com New (DUK) 0.3 $373k 2.8k 130.93
Charles Schwab Corporation (SCHW) 0.3 $360k 3.8k 93.97
At&t (T) 0.3 $355k 12k 28.99
Curtiss-Wright (CW) 0.2 $316k 464.00 681.16
ConocoPhillips (COP) 0.2 $312k 2.4k 132.01
Comcast Corp Cl A (CMCSA) 0.2 $302k 11k 28.71
Verizon Communications (VZ) 0.2 $301k 6.0k 50.20
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $282k 4.4k 64.08
Qualcomm (QCOM) 0.2 $278k 2.2k 128.78
General Dynamics Corporation (GD) 0.2 $270k 786.00 343.03
Merck & Co (MRK) 0.2 $257k 2.1k 120.27
Procter & Gamble Company (PG) 0.2 $246k 1.7k 144.44
Analog Devices (ADI) 0.2 $231k 727.00 318.29
salesforce (CRM) 0.2 $230k 1.2k 186.65
Union Pacific Corporation (UNP) 0.2 $229k 943.00 242.66
TJX Companies (TJX) 0.2 $229k 1.4k 159.75
Wells Fargo & Company (WFC) 0.2 $227k 2.8k 79.60
Becton, Dickinson and (BDX) 0.2 $213k 1.4k 157.24
Novartis Sponsored Adr (NVS) 0.2 $210k 1.4k 152.79
Cigna Corp (CI) 0.2 $209k 784.00 266.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $206k 4.1k 50.61
Spdr Gold Tr Gold Shs (GLD) 0.1 $203k 472.00 430.29