Q2 2026 13F · SEC CIK 2014898

Muirfield Wealth Advisors LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $153.2M
Reported positions: 87
Top holdings a year, 3 yrs: +13.3%
Assets under management: $255.8M

Muirfield Wealth Advisors LLC is a wealth manager that reported 87 positions worth $153.2M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Invesco Exchange Traded Fd T (RSP, 10.5%), Berkshire Hathaway Inc Del (BRK-B, 6.8%), Ishares Tr (IJR, 5.2%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 18.4% for the S&P 500.

Muirfield Wealth Advisors LLC holdings largest 50 of 87 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Muirfield Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RSPInvesco Exchange Traded Fd T	10.5%	10.7%	75,902	+0.0%	$16.1M
BRK-BBerkshire Hathaway Inc Del	6.8%	7.3%	20,823	-0.1%	$10.4M
IJRIshares Tr	5.2%	4.9%	54,087	+0.6%	$8.0M
VUGVanguard Index Fds	5.2%	4.8%	93,027	+516.8%	$8.0M
VIGVanguard Specialized Funds	4.6%	4.7%	30,104	+0.7%	$7.1M
VGSHVanguard Scottsdale Fds	4.6%	5.0%	121,113	+3.4%	$7.0M
IEFIshares Tr	4.2%	4.6%	68,793	+5.0%	$6.5M
IJHIshares Tr	4.2%	4.1%	82,657	+1.4%	$6.4M
NVDANvidia Corporation	3.6%	3.5%	27,366	+0.3%	$5.5M
SCHXSchwab Strategic Tr	3.4%	3.4%	176,392	-1.6%	$5.2M
USMVIshares Tr	2.9%	3.1%	46,375	+3.7%	$4.5M
FVFirst Tr Exchange Traded Fd	2.6%	2.3%	51,617	+1.0%	$3.9M
RYRoyal Bk Cda	2.3%	2.1%	17,336	+0.5%	$3.6M
MINTPimco Enhanced Short Maturity Active Exc	2.3%	2.5%	35,085	+4.8%	$3.5M
AAPLApple Inc	2.2%	2.2%	11,598	-1.7%	$3.4M
SCHDSchwab Strategic Tr	2.0%	2.2%	96,959	-0.3%	$3.1M
GOOGLAlphabet Inc	1.5%	1.4%	6,480	-1.5%	$2.3M
VTIVanguard Index Fds	1.4%	1.5%	5,787	-8.5%	$2.1M
VBVanguard Index Fds	1.3%	1.2%	6,483	+3.8%	$2.0M
OMFLInvesco Exch Trd Slf Idx Fd	1.2%	1.2%	26,168	-0.8%	$1.8M
SOXXIshares Tr	1.1%	0.6%	2,662	+3.6%	$1.7M
AXPAmerican Express Co	1.0%	1.0%	4,581	-2.2%	$1.5M
FCNCAFirst Ctzns Bancshares Cl A	1.0%	1.0%	709	-0.3%	$1.5M
MSFTMicrosoft Corp	0.9%	1.1%	3,823	-0.9%	$1.4M
METAMeta Platforms Inc	0.9%	1.0%	2,498	+0.8%	$1.4M
DGRWWisdomtree Tr	0.8%	0.8%	13,046	+0.3%	$1.2M
ITAIshares Tr	0.8%	0.8%	5,064	+6.8%	$1.2M
VOVanguard Index Fds	0.8%	0.8%	15,098	+315.8%	$1.2M
IVVIshares Tr	0.8%	0.7%	1,571	+6.6%	$1.2M
IYJIshares U.s. Industrials ETF	0.7%	0.7%	6,813	+7.2%	$1.1M
RJFRaymond James Finl Inc	0.7%	0.8%	7,464	+0.4%	$1.1M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	1,439	-0.1%	$1.1M
IAIIshares Tr	0.7%	0.7%	6,053	+6.8%	$1.1M
VNLAJanus Detroit Str Tr	0.7%	0.7%	21,664	+18.6%	$1.1M
AMZNAmazon Com Inc	0.7%	0.6%	4,308	+2.5%	$1.0M
IGNIshares Tr	0.7%	—	8,540	—	$1.0M
BIDDBlackrock ETF Trust	0.7%	0.7%	33,753	+4.4%	$1.0M
IWFIshares Tr	0.6%	0.6%	7,677	+300.3%	$953K
JAAAJanus Detroit Str Tr	0.6%	0.6%	18,748	+13.3%	$947K
IYZIshares Tr	0.6%	—	21,918	—	$927K
COWGPacer Fds Tr	0.6%	0.6%	23,092	+2.5%	$927K
VIGIVanguard Whitehall Fds	0.6%	0.6%	9,666	+0.5%	$903K
AUSFGlobal X Fds	0.5%	0.6%	16,265	+0.2%	$795K
SLVIshares Silver Tr	0.5%	0.7%	14,793	+0.0%	$791K
TSLATesla Inc	0.5%	0.5%	1,875	+0.0%	$789K
BACBank of Amer Corp	0.5%	0.5%	13,701	-4.0%	$781K
SCHBSchwab Strategic Tr	0.5%	0.5%	26,585	-8.1%	$770K
AMATApplied Matls Inc	0.5%	—	981	—	$709K
JPMJpmorgan Chase & Co	0.4%	0.4%	1,819	+1.5%	$595K
DIVOAmplify ETF Tr	0.4%	0.4%	12,917	+1.2%	$590K

What Muirfield Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+516.8% shares
VO Vanguard Index Fds+315.8% shares
IWF Ishares Tr+300.3% shares
VNLA Janus Detroit Str Tr+18.6% shares
JAAA Janus Detroit Str Tr+13.3% shares
IYJ Ishares U.s. Industrials ETF+7.2% shares
ITA Ishares Tr+6.8% shares
IAI Ishares Tr+6.8% shares

Reduced

VTI Vanguard Index Fds-8.5% shares
SCHB Schwab Strategic Tr-8.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$153.2M	87
Q1 2026	$135.9M	80
Q4 2025	$136.3M	75
Q3 2025	$134.9M	73
Q2 2025	$125.6M	70
Q1 2025	$117.7M	68
Q4 2024	$121.3M	66
Q3 2024	$117.7M	61
Q2 2024	$106.5M	59
Q1 2024	$103.8M	60
Q4 2023	$94.4M	58

Questions about Muirfield Wealth Advisors LLC's portfolio

What stocks does Muirfield Wealth Advisors LLC own?

Muirfield Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 87 positions worth $153.2M. The largest are Invesco Exchange Traded Fd T (RSP) at 10.5%, Berkshire Hathaway Inc Del (BRK-B) at 6.8%, Ishares Tr (IJR) at 5.2%, Vanguard Index Fds (VUG) at 5.2% and Vanguard Specialized Funds (VIG) at 4.6%.

What did Muirfield Wealth Advisors LLC buy last quarter?

In Q2 2026, Muirfield Wealth Advisors LLC added Vanguard Index Fds (VUG) (+516.8% shares), Vanguard Index Fds (VO) (+315.8% shares) and Ishares Tr (IWF) (+300.3% shares), compared with its Q1 2026 filing.

What did Muirfield Wealth Advisors LLC sell last quarter?

In Q2 2026, Muirfield Wealth Advisors LLC cut from its top 50 Ishares Gold Tr (IAU), cut from its top 50 Ishares Tr (IEZ), cut from its top 50 Vanguard Scottsdale Fds (VCSH), Vanguard Index Fds (VTI) (-8.5% shares) and Schwab Strategic Tr (SCHB) (-8.1% shares), compared with its Q1 2026 filing.

How has Muirfield Wealth Advisors LLC's portfolio performed?

A portfolio copying Muirfield Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +15.0% against +20.1%.

When is Muirfield Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Muirfield Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Muirfield Wealth Advisors LLC manage?

Muirfield Wealth Advisors LLC reported $255.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $153.2M.