Muirfield Wealth Advisors LLC Top Holdings and 13F Report (2026) About Muirfield Wealth Advisors LLCInvestment ActivityMuirfield Wealth Advisors LLC has $135.90 million in total holdings as of March 31, 2026.Muirfield Wealth Advisors LLC owns shares of 80 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.11% of the portfolio was purchased this quarter.About 2.50% of the portfolio was sold this quarter.This quarter, Muirfield Wealth Advisors LLC has purchased 75 new stocks and bought additional shares in 46 stocks.Muirfield Wealth Advisors LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $14,565,380Berkshire Hathaway $9,987,486Vanguard Short-Term Treasury ETF $6,855,422iShares Core S&P Small-Cap ETF $6,685,172Vanguard Growth ETF $6,587,732 Largest New Holdings this Quarter 464288844 - iShares U.S. Oil Equipment & Services ETF $911,666 Holding464287523 - iShares Semiconductor ETF $844,387 Holding20825C104 - ConocoPhillips $312,060 Holding20030N101 - Comcast $302,311 Holding032654105 - Analog Devices $231,399 Holding Largest Purchases this Quarter iShares U.S. Oil Equipment & Services ETF 31,491 shares (about $911.67K)iShares Semiconductor ETF 2,569 shares (about $844.39K)SPDR S&P 500 ETF Trust 850 shares (about $552.94K)iShares 7-10 Year Treasury Bond ETF 4,500 shares (about $429.48K)iShares MSCI USA Min Vol Factor ETF 4,488 shares (about $416.21K) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 1,105 shares (about $212.07K)iShares Silver Trust 2,913 shares (about $198.49K)Bank of America 3,300 shares (about $160.87K)Vanguard Total Stock Market ETF 447 shares (about $143.41K)Vanguard Growth ETF 203 shares (about $88.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMuirfield Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$14,565,380$212,072 ▼-1.4%75,89310.7%ETFBRK.BBerkshire Hathaway$9,987,486$28,273 ▲0.3%20,8427.3%FinanceVGSHVanguard Short-Term Treasury ETF$6,855,422$15,279 ▼-0.2%117,1075.0%ETFIJRiShares Core S&P Small-Cap ETF$6,685,172$39,406 ▼-0.6%53,7784.9%ETFVUGVanguard Growth ETF$6,587,732$88,669 ▼-1.3%15,0824.8%ETFVIGVanguard Dividend Appreciation ETF$6,428,397$10,968 ▼-0.2%29,8914.7%ETFIEFiShares 7-10 Year Treasury Bond ETF$6,254,628$429,478 ▲7.4%65,5354.6%ETFIJHiShares Core S&P Mid-Cap ETF$5,507,340$36,804 ▼-0.7%81,5544.1%ETFNVDANVIDIA$4,759,591$20,405 ▲0.4%27,2913.5%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,598,173$29,768 ▼-0.6%179,3363.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,147,867$416,215 ▲11.2%44,7263.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,366,707$44,352 ▲1.3%33,4762.5%ETFFVFirst Trust Dorsey Wright Focus 5 ETF$3,087,417$31,911 ▼-1.0%51,0842.3%ManufacturingAAPLApple$2,995,007$4,568 ▼-0.2%11,8012.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,984,150$19,543 ▲0.7%97,2672.2%ETFRYRoyal Bank Of Canada$2,789,875$16,340 ▲0.6%17,2452.1%FinanceVTIVanguard Total Stock Market ETF$2,028,857$143,406 ▼-6.6%6,3241.5%ETFGOOGLAlphabet$1,891,204$38,244 ▼-2.0%6,5771.4%Computer and TechnologyVBVanguard Small-Cap ETF$1,635,786$94,035 ▲6.1%6,2451.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$1,586,418$15,571 ▲1.0%26,3881.2%ETFMSFTMicrosoft$1,427,761$24,431 ▼-1.7%3,8571.1%Computer and TechnologyMETAMeta Platforms$1,418,115$45,764 ▲3.3%2,4791.0%Computer and TechnologyAXPAmerican Express$1,416,657$3,025 ▲0.2%4,6831.0%FinanceFCNCAFirst Citizens BancShares$1,340,8890.0%7111.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,142,480$176 ▼0.0%13,0060.8%ManufacturingIAUiShares Gold Trust$1,106,849$44,962 ▲4.2%12,5550.8%FinanceRJFRaymond James Financial$1,076,858$50,245 ▲4.9%7,4370.8%FinanceVOVanguard Mid-Cap ETF$1,042,811$102,816 ▲10.9%3,6310.8%ETFITAiShares U.S. Aerospace & Defense ETF$1,036,815$33,248 ▲3.3%4,7400.8%ETFSLViShares Silver Trust$1,007,995$198,492 ▼-16.5%14,7930.7%ETFIVViShares Core S&P 500 ETF$962,810$84,915 ▲9.7%1,4740.7%ETFIYJiShares U.S. Industrials ETF$937,750$84,392 ▲9.9%6,3560.7%ETFSPYSPDR S&P 500 ETF Trust$937,389$552,936 ▲143.8%1,4410.7%FinanceIAIiShares U.S. Broker-Dealers & Securities Exchanges ETF$930,566$79,955 ▲9.4%5,6680.7%ETFBLACKROCK ETF TRUST$919,457$1,450 ▲0.2%32,3410.7%ISHARES INTL DIVIEZiShares U.S. Oil Equipment & Services ETF$911,666$911,666 ▲New Holding31,4910.7%ETFVNLAJanus Henderson Short Duration Income ETF$892,121$348,464 ▲64.1%18,2590.7%ETFAMZNAmazon.com$874,942$75,602 ▲9.5%4,2010.6%Retail/WholesaleVIGIVanguard International Dividend Appreciation ETF$850,591$13,534 ▲1.6%9,6160.6%ETFSOXXiShares Semiconductor ETF$844,387$844,387 ▲New Holding2,5690.6%ETFJAAAJanus Henderson AAA CLO ETF$833,459$267,914 ▲47.4%16,5470.6%ETFIWFiShares Russell 1000 Growth ETF$817,793$68,220 ▼-7.7%1,9180.6%ETFAUSFGlobal X Adaptive U.S. Factor ETF$784,575$1,160 ▲0.1%16,2270.6%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$759,883$15,756 ▲2.1%22,5220.6%ETFSCHBSchwab US Broad Market ETF$726,406$18,273 ▼-2.5%28,9400.5%ETFTSLATesla$697,0310.0%1,8750.5%Auto/Tires/TrucksBACBank of America$695,948$160,873 ▼-18.8%14,2760.5%FinanceVCSHVanguard Short-Term Corporate Bond ETF$589,949$170,992 ▲40.8%7,4420.4%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$572,591$17,671 ▲3.2%12,7670.4%ETFJPMJPMorgan Chase & Co.$527,453$11,767 ▲2.3%1,7930.4%FinanceGOOGAlphabet$443,869$18,076 ▲4.2%1,5470.3%Computer and TechnologyPMPhilip Morris International$435,205$74,904 ▲20.8%2,6320.3%Consumer StaplesTTTrane Technologies$413,511$45,019 ▼-9.8%9920.3%ConstructionVVisa$404,796$42,021 ▲11.6%1,3390.3%Business ServicesBKNGBooking$394,842$117,613 ▲42.4%940.3%Retail/WholesaleVHTVanguard Health Care ETF$388,369$1,362 ▲0.4%1,4260.3%ETFXOMExxonMobil$384,602$64,129 ▲20.0%2,2670.3%EnergyAMATApplied Materials$375,570$11,619 ▲3.2%1,0990.3%Computer and TechnologyDUKDuke Energy$372,489$32,601 ▼-8.0%2,8450.3%UtilitiesSCHWCharles Schwab$359,726$36,461 ▲11.3%3,8280.3%FinanceTAT&T$354,562$3,682 ▲1.0%12,2300.3%Computer and TechnologyCWCurtiss-Wright$316,0560.0%4640.2%AerospaceCOPConocoPhillips$312,060$312,060 ▲New Holding2,3640.2%EnergyCMCSAComcast$302,311$302,311 ▲New Holding10,5300.2%Consumer DiscretionaryVZVerizon Communications$301,082$2,158 ▲0.7%5,9980.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$282,263$513 ▲0.2%4,4050.2%ETFQCOMQualcomm$277,511$1,932 ▲0.7%2,1550.2%Computer and TechnologyGDGeneral Dynamics$269,622$25,384 ▲10.4%7860.2%AerospaceMRKMerck & Co., Inc.$256,784$2,045 ▲0.8%2,1350.2%MedicalPGProcter & Gamble$245,5480.0%1,7000.2%Consumer StaplesADIAnalog Devices$231,399$231,399 ▲New Holding7270.2%Computer and TechnologyCRMSalesforce$230,321$13,065 ▲6.0%1,2340.2%Computer and TechnologyUNPUnion Pacific$228,824$243 ▲0.1%9430.2%TransportationTJXTJX Companies$228,757$3,355 ▲1.5%1,4320.2%Retail/WholesaleWFCWells Fargo & Company$226,705$9,393 ▼-4.0%2,8480.2%FinanceBDXBecton, Dickinson and Company$213,374$213,374 ▲New Holding1,3570.2%MedicalNVSNovartis$209,482$209,482 ▲New Holding1,3710.2%MedicalCICigna Group$209,132$209,132 ▲New Holding7840.2%MedicalJPSTJPMorgan Ultra-Short Income ETF$206,032$6,934 ▼-3.3%4,0710.2%ETFGLDSPDR Gold Shares$203,097$203,097 ▲New Holding4720.1%FinanceIYCiShares U.S. Consumer Discretionary ETF$0$856,535 ▼-100.0%00.0%ETFIGViShares Expanded Tech-Software Sector ETF$0$829,138 ▼-100.0%00.0%ETFADBEAdobe$0$282,092 ▼-100.0%00.0%Computer and TechnologyMMM3M$0$208,995 ▼-100.0%00.0%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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