Muirfield Wealth Advisors

Muirfield Wealth Advisors as of June 30, 2026

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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 6.8 $10M 21k 500.39
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $8.0M 54k 148.31
Vanguard Index Fds Growth Etf (VUG) 5.2 $8.0M 93k 86.14
Vanguard Specialized Funds Div App Etf (VIG) 4.6 $7.1M 30k 236.62
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.6 $7.0M 121k 58.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.2 $6.5M 69k 94.57
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $6.4M 83k 77.11
NVIDIA Corporation (NVDA) 3.6 $5.5M 27k 200.09
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $5.2M 176k 29.43
Ishares Tr Msci Usa Min Etf (USMV) 2.9 $4.5M 46k 96.46
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.6 $3.9M 52k 75.88
Rbc Cad (RY) 2.3 $3.6M 17k 206.97
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.3 $3.5M 35k 100.81
Apple (AAPL) 2.2 $3.4M 12k 289.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $3.1M 97k 31.71
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.3M 6.5k 357.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $2.1M 5.8k 370.04
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.0M 6.5k 303.13
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.2 $1.8M 26k 68.54
Ishares Tr Ishares Semicdtr (SOXX) 1.1 $1.7M 2.7k 640.85
American Express Company (AXP) 1.0 $1.5M 4.6k 338.26
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.0 $1.5M 709.00 2082.18
Microsoft Corporation (MSFT) 0.9 $1.4M 3.8k 373.06
Meta Platforms Cl A (META) 0.9 $1.4M 2.5k 563.26
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.8 $1.2M 13k 95.62
Ishares Tr Us Aer Def Etf (ITA) 0.8 $1.2M 5.1k 242.43
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.2M 15k 80.57
Ishares Tr Core S&p500 Etf (IVV) 0.8 $1.2M 1.6k 748.89
Ishares Tr Us Industrials (IYJ) 0.7 $1.1M 6.8k 166.66
Raymond James Financial (RJF) 0.7 $1.1M 7.5k 152.02
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.7 $1.1M 1.4k 746.78
Ishares Tr Us Br Del Se Etf (IAI) 0.7 $1.1M 6.1k 175.33
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.7 $1.1M 22k 48.87
Amazon (AMZN) 0.7 $1.0M 4.3k 238.34
Ishares Tr Us Digi Real Etf (IDGT) 0.7 $1.0M 8.5k 119.74
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.7 $1.0M 34k 30.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $953k 7.7k 124.17
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.6 $947k 19k 50.49
Ishares Tr Us Telecom Etf (IYZ) 0.6 $927k 22k 42.31
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.6 $927k 23k 40.15
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $903k 9.7k 93.38
Global X Fds Adaptive Us (AUSF) 0.5 $795k 16k 48.86
Ishares Silver Tr Ishares (SLV) 0.5 $791k 15k 53.47
Tesla Motors (TSLA) 0.5 $789k 1.9k 420.60
Bank of America Corporation (BAC) 0.5 $781k 14k 56.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $770k 27k 28.96
Applied Materials (AMAT) 0.5 $709k 981.00 722.87
JPMorgan Chase & Co. (JPM) 0.4 $595k 1.8k 327.31
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $590k 13k 45.70
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $534k 6.8k 79.03
Trane Technologies SHS (TT) 0.3 $519k 1.1k 491.31
Visa Com Cl A (V) 0.3 $516k 1.5k 343.05
Alphabet Cap Stk Cl C (GOOG) 0.3 $506k 1.4k 353.35
Booking Holdings (BKNG) 0.3 $431k 2.4k 178.25
Vanguard World Health Car Etf (VHT) 0.3 $428k 1.4k 298.98
Philip Morris International (PM) 0.3 $427k 2.4k 180.94
Qualcomm (QCOM) 0.3 $387k 2.1k 184.76
Charles Schwab Corporation (SCHW) 0.2 $371k 4.0k 92.28
Curtiss-Wright (CW) 0.2 $352k 464.00 758.05
Duke Energy Corp Com New (DUK) 0.2 $330k 2.6k 126.57
Advanced Micro Devices (AMD) 0.2 $329k 567.00 580.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $315k 4.4k 71.24
Exxon Mobil Corporation (XOM) 0.2 $312k 2.3k 136.72
Analog Devices (ADI) 0.2 $290k 730.00 397.12
General Dynamics Corporation (GD) 0.2 $280k 792.00 354.06
ConocoPhillips (COP) 0.2 $274k 2.6k 103.95
Merck & Co (MRK) 0.2 $272k 2.1k 128.49
Ishares Tr Expanded Tech (IGV) 0.2 $267k 3.0k 90.60
Comcast Corp Cl A (CMCSA) 0.2 $261k 11k 24.55
Becton, Dickinson and (BDX) 0.2 $259k 1.7k 151.32
Verizon Communications (VZ) 0.2 $258k 6.1k 42.34
Union Pacific Corporation (UNP) 0.2 $257k 944.00 271.96
At&t (T) 0.2 $255k 12k 20.70
Procter & Gamble Company (PG) 0.2 $249k 1.7k 146.64
Bank of New York Mellon Corporation (BNY) 0.2 $240k 1.7k 144.63
Wells Fargo & Company (WFC) 0.2 $238k 2.9k 82.65
Intercontinental Exchange (ICE) 0.2 $238k 1.9k 123.12
Anthem (ELV) 0.1 $227k 586.00 387.03
Cigna Corp (CI) 0.1 $216k 784.00 275.68
TJX Companies (TJX) 0.1 $213k 1.4k 151.46
3M Company (MMM) 0.1 $212k 1.3k 161.91
Novartis Sponsored Adr (NVS) 0.1 $212k 1.4k 156.77
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $212k 3.8k 56.16
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $211k 4.2k 50.57
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $203k 836.00 242.57
Ge Vernova (GEV) 0.1 $200k 170.00 1176.91