Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Muirfield Wealth Advisors LLC

Investment Activity

Muirfield Wealth Advisors LLC has $153.22 million in total holdings as of June 30, 2026.
Muirfield Wealth Advisors LLC owns shares of 87 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 9.80% of the portfolio was purchased this quarter.
About 2.15% of the portfolio was sold this quarter.
This quarter, Muirfield Wealth Advisors LLC has purchased 80 new stocks and bought additional shares in 49 stocks.
Muirfield Wealth Advisors LLC sold shares of 22 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $16,149,783
Berkshire Hathaway: $10,419,621
iShares Core S&P Small-Cap ETF: $8,021,689
Vanguard Growth ETF: $8,013,313
Vanguard Dividend Appreciation ETF: $7,123,223

Largest New Holdings this Quarter

464287531 - iShares U.S. Digital Infrastructure and Real Estate ETF: $1,022,570 Holding
464287713 - iShares U.S. Telecommunications ETF: $927,351 Holding
007903107 - Advanced Micro Devices: $329,376 Holding
464287515 - iShares Expanded Tech-Software Sector ETF: $267,369 Holding
064058100 - BANK OF NY MELLON CORP: $239,947 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 77,945 shares (about $6.71M)
iShares U.S. Digital Infrastructure and Real Estate ETF: 8,540 shares (about $1.02M)
iShares U.S. Telecommunications ETF: 21,918 shares (about $927.35K)
Vanguard Mid-Cap ETF: 11,467 shares (about $923.89K)
iShares Russell 1000 Growth ETF: 5,759 shares (about $715.07K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 537 shares (about $198.71K)
Schwab US Large-Cap ETF: 2,944 shares (about $86.64K)
Applied Materials: 118 shares (about $85.30K)
Schwab US Broad Market ETF: 2,355 shares (about $68.20K)
Apple: 203 shares (about $58.74K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RSP Invesco S&P 500 Equal Weight ETF	$16,149,783	$1,915 â–²	0.0%	75,902	10.5%	ETF
BRK.B Berkshire Hathaway	$10,419,621	$9,507 â–¼	-0.1%	20,823	6.8%	Finance
IJR iShares Core S&P Small-Cap ETF	$8,021,689	$45,828 â–²	0.6%	54,087	5.2%	ETF
VUG Vanguard Growth ETF	$8,013,313	$6,714,155 â–²	516.8%	93,027	5.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,123,223	$50,400 â–²	0.7%	30,104	4.6%	ETF
VGSH Vanguard Short-Term Treasury ETF	$7,048,773	$233,149 â–²	3.4%	121,113	4.6%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$6,505,766	$308,110 â–²	5.0%	68,793	4.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$6,373,671	$85,052 â–²	1.4%	82,657	4.2%	ETF
NVDA NVIDIA	$5,475,559	$15,006 â–²	0.3%	27,366	3.6%	Technology
SCHX Schwab US Large-Cap ETF	$5,191,202	$86,642 â–¼	-1.6%	176,392	3.4%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$4,473,356	$159,063 â–²	3.7%	46,375	2.9%	ETF
FV First Trust Dorsey Wright Focus 5 ETF	$3,916,715	$40,444 â–²	1.0%	51,617	2.6%	ETF
RY Royal Bank Of Canada	$3,587,990	$18,834 â–²	0.5%	17,336	2.3%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,536,870	$162,201 â–²	4.8%	35,085	2.3%	ETF
AAPL Apple	$3,356,118	$58,742 â–¼	-1.7%	11,598	2.2%	Technology
SCHD Schwab US Dividend Equity ETF	$3,074,558	$9,767 â–¼	-0.3%	96,959	2.0%	ETF
GOOGL Alphabet	$2,315,624	$34,663 â–¼	-1.5%	6,480	1.5%	Communication Services
VTI Vanguard Total Stock Market ETF	$2,141,446	$198,714 â–¼	-8.5%	5,787	1.4%	ETF
VB Vanguard Small-Cap ETF	$1,965,168	$72,144 â–²	3.8%	6,483	1.3%	ETF
OMFL Invesco Russell 1000 Dynamic Multifactor ETF	$1,793,524	$15,079 â–¼	-0.8%	26,168	1.2%	ETF
SOXX iShares Semiconductor ETF	$1,705,943	$59,599 â–²	3.6%	2,662	1.1%	ETF
AXP American Express	$1,549,559	$34,502 â–¼	-2.2%	4,581	1.0%	Finance
FCNCA First Citizens BancShares	$1,476,269	$4,164 â–¼	-0.3%	709	1.0%	Finance
MSFT Microsoft	$1,426,193	$12,684 â–¼	-0.9%	3,823	0.9%	Technology
META Meta Platforms	$1,407,032	$10,702 â–²	0.8%	2,498	0.9%	Communication Services
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,247,469	$3,825 â–²	0.3%	13,046	0.8%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$1,227,690	$78,549 â–²	6.8%	5,064	0.8%	ETF
VO Vanguard Mid-Cap ETF	$1,216,441	$923,892 â–²	315.8%	15,098	0.8%	ETF
IVV iShares Core S&P 500 ETF	$1,176,503	$72,642 â–²	6.6%	1,571	0.8%	ETF
IYJ iShares U.S. Industrials ETF	$1,135,465	$76,164 â–²	7.2%	6,813	0.7%	ETF
RJF Raymond James Financial	$1,134,680	$4,105 â–²	0.4%	7,464	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$1,074,621	$1,494 â–¼	-0.1%	1,439	0.7%	ETF
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF	$1,061,265	$67,502 â–²	6.8%	6,053	0.7%	ETF
VNLA Janus Henderson Short Duration Income ETF	$1,058,635	$166,389 â–²	18.6%	21,664	0.7%	ETF
AMZN Amazon.com	$1,026,769	$25,502 â–²	2.5%	4,308	0.7%	Consumer Discretionary
IGN iShares U.S. Digital Infrastructure and Real Estate ETF	$1,022,570	$1,022,570 â–²	New Holding	8,540	0.7%	ETF
BLACKROCK ETF TRUST	$1,013,277	$42,389 â–²	4.4%	33,753	0.7%	ISHARES INTL DIV
IWF iShares Russell 1000 Growth ETF	$953,221	$715,071 â–²	300.3%	7,677	0.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$946,598	$111,130 â–²	13.3%	18,748	0.6%	ETF
IYZ iShares U.S. Telecommunications ETF	$927,351	$927,351 â–²	New Holding	21,918	0.6%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$927,074	$22,884 â–²	2.5%	23,092	0.6%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$902,583	$4,669 â–²	0.5%	9,666	0.6%	ETF
AUSF Global X Adaptive U.S. Factor ETF	$794,708	$1,857 â–²	0.2%	16,265	0.5%	ETF
SLV iShares Silver Trust	$790,982		0.0%	14,793	0.5%	ETF
TSLA Tesla	$788,625		0.0%	1,875	0.5%	Consumer Discretionary
BAC Bank of America	$780,700	$32,764 â–¼	-4.0%	13,701	0.5%	Finance
SCHB Schwab US Broad Market ETF	$769,892	$68,200 â–¼	-8.1%	26,585	0.5%	ETF
AMAT Applied Materials	$709,131	$85,298 â–¼	-10.7%	981	0.5%	Technology
JPM JPMorgan Chase & Co.	$595,377	$8,510 â–²	1.5%	1,819	0.4%	Finance
DIVO Amplify CWP Enhanced Dividend Income ETF	$590,292	$6,855 â–²	1.2%	12,917	0.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$533,590	$54,529 â–¼	-9.3%	6,752	0.3%	ETF
TT Trane Technologies	$518,819	$31,444 â–²	6.5%	1,056	0.3%	Industrials
V Visa	$515,949	$56,603 â–²	12.3%	1,504	0.3%	Finance
GOOG Alphabet	$506,000	$40,635 â–¼	-7.4%	1,432	0.3%	Communication Services
BKNG Booking	$431,185	$414,430 â–²	2,473.4%	2,419	0.3%	Consumer Discretionary
VHT Vanguard Health Care ETF	$427,842	$1,495 â–²	0.4%	1,431	0.3%	ETF
PM Philip Morris International	$427,008	$49,214 â–¼	-10.3%	2,360	0.3%	Consumer Staples
QCOM Qualcomm	$387,434	$10,716 â–¼	-2.7%	2,097	0.3%	Technology
SCHW Charles Schwab	$371,336	$18,087 â–²	5.1%	4,024	0.2%	Finance
CW Curtiss-Wright	$351,735		0.0%	464	0.2%	Industrials
DUK Duke Energy	$330,083	$29,996 â–¼	-8.3%	2,608	0.2%	Utilities
AMD Advanced Micro Devices	$329,376	$329,376 â–²	New Holding	567	0.2%	Technology
VEA Vanguard FTSE Developed Markets ETF	$315,036	$1,211 â–²	0.4%	4,422	0.2%	ETF
XOM ExxonMobil	$311,712	$1,777 â–²	0.6%	2,280	0.2%	Energy
ADI Analog Devices	$289,901	$1,191 â–²	0.4%	730	0.2%	Technology
GD General Dynamics	$280,417	$2,124 â–²	0.8%	792	0.2%	Industrials
COP ConocoPhillips	$273,501	$27,756 â–²	11.3%	2,631	0.2%	Energy
MRK Merck & Co., Inc.	$272,401	$1,927 â–¼	-0.7%	2,120	0.2%	Healthcare
IGV iShares Expanded Tech-Software Sector ETF	$267,369	$267,369 â–²	New Holding	2,951	0.2%	ETF
CMCSA Comcast	$261,205	$2,700 â–²	1.0%	10,640	0.2%	Communication Services
BDX Becton, Dickinson and Company	$258,912	$53,568 â–²	26.1%	1,711	0.2%	Healthcare
VZ Verizon Communications	$257,488	$3,514 â–²	1.4%	6,081	0.2%	Communication Services
UNP Union Pacific	$256,731	$272 â–²	0.1%	944	0.2%	Industrials
T AT&T	$254,478	$1,325 â–²	0.5%	12,294	0.2%	Communication Services
PG Procter & Gamble	$249,288		0.0%	1,700	0.2%	Consumer Staples
BANK OF NY MELLON CORP	$239,947	$239,947 â–²	New Holding	1,659	0.2%	COM
WFC Wells Fargo & Company	$237,698	$2,314 â–²	1.0%	2,876	0.2%	Finance
ICE Intercontinental Exchange	$237,497	$237,497 â–²	New Holding	1,929	0.2%	Finance
ELV Elevance Health	$226,801	$226,801 â–²	New Holding	586	0.1%	Healthcare
CI Cigna Group	$216,133		0.0%	784	0.1%	Healthcare
TJX TJX Companies	$213,108	$3,787 â–¼	-1.7%	1,407	0.1%	Consumer Discretionary
MMM 3M	$212,431	$212,431 â–²	New Holding	1,312	0.1%	Industrials
NVS Novartis	$212,106	$2,822 â–¼	-1.3%	1,353	0.1%	Healthcare
NOBL ProShares S&P 500 Aristocrats ETF	$211,628	$211,628 â–²	New Holding	3,768	0.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$210,567	$4,703 â–²	2.3%	4,164	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$202,790	$202,790 â–²	New Holding	836	0.1%	ETF
GE VERNOVA INC	$200,075	$200,075 â–²	New Holding	170	0.1%	COM
IAU iShares Gold Trust	$0	$1,106,849 â–¼	-100.0%	0	0.0%	ETF
IEZ iShares U.S. Oil Equipment & Services ETF	$0	$911,666 â–¼	-100.0%	0	0.0%	ETF
CRM Salesforce	$0	$230,321 â–¼	-100.0%	0	0.0%	Technology
GLD SPDR Gold Shares	$0	$203,097 â–¼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Muirfield Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Muirfield Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMuirfield Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools