Muirfield Wealth Advisors Llc Portfolio Stock Holdings
Muirfield Wealth Advisors Llc disclosed 80 stock positions valued at approximately $135.9 million in its latest SEC 13F filing. The largest holdings include INVESCO EXCHANGE TRADED FD T, BERKSHIRE HATHAWAY INC DEL, and VANGUARD SCOTTSDALE FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 80
- Portfolio Value
- $135.9M
Holdings by Sector
Muirfield Wealth Advisors Llc Portfolio Holdings in Q1 2026
80 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 10.72% | 75,893 | -1,105 | -1.44% | $14,565,380 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.35% | 20,842 | +59 | +0.28% | $9,987,486 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 5.04% | 117,107 | -261 | -0.22% | $6,855,422 |
| ISHARES TR | IJR | Other | 4.92% | 53,778 | -317 | -0.59% | $6,685,172 |
| VANGUARD INDEX FDS | VUG | Other | 4.85% | 15,082 | -203 | -1.33% | $6,587,732 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.73% | 29,891 | -51 | -0.17% | $6,428,397 |
| ISHARES TR | IEF | Other | 4.60% | 65,535 | +4,500 | +7.37% | $6,254,628 |
| ISHARES TR | IJH | Other | 4.05% | 81,554 | -545 | -0.66% | $5,507,340 |
| NVIDIA CORPORATION | NVDA | Technology | 3.50% | 27,291 | +117 | +0.43% | $4,759,591 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.38% | 179,336 | -1,161 | -0.64% | $4,598,173 |
| ISHARES TR | USMV | Other | 3.05% | 44,726 | +4,488 | +11.15% | $4,147,867 |
| PIMCO ETF TR | MINT | Other | 2.48% | 33,476 | +441 | +1.33% | $3,366,707 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 2.27% | 51,084 | -528 | -1.02% | $3,087,417 |
| APPLE INC | AAPL | Technology | 2.20% | 11,801 | -18 | -0.15% | $2,995,007 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.20% | 97,267 | +637 | +0.66% | $2,984,150 |
| ROYAL BK CDA | RY | Financial Services | 2.05% | 17,245 | +101 | +0.59% | $2,789,875 |
| VANGUARD INDEX FDS | VTI | Other | 1.49% | 6,324 | -447 | -6.60% | $2,028,857 |
| ALPHABET INC | GOOGL | Communication Services | 1.39% | 6,577 | -133 | -1.98% | $1,891,204 |
| VANGUARD INDEX FDS | VB | Other | 1.20% | 6,245 | +359 | +6.10% | $1,635,786 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 1.17% | 26,388 | +259 | +0.99% | $1,586,418 |
| MICROSOFT CORP | MSFT | Technology | 1.05% | 3,857 | -66 | -1.68% | $1,427,761 |
| META PLATFORMS INC | META | Communication Services | 1.04% | 2,479 | +80 | +3.33% | $1,418,115 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.04% | 4,683 | +10 | +0.21% | $1,416,657 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.99% | 711 | - | - | $1,340,889 |
| WISDOMTREE TR | DGRW | Other | 0.84% | 13,006 | -2 | -0.02% | $1,142,480 |
| ISHARES GOLD TR | IAU | Other | 0.81% | 12,555 | +510 | +4.23% | $1,106,849 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.79% | 7,437 | +347 | +4.89% | $1,076,858 |
| VANGUARD INDEX FDS | VO | Other | 0.77% | 3,631 | +358 | +10.94% | $1,042,811 |
| ISHARES TR | ITA | Other | 0.76% | 4,740 | +152 | +3.31% | $1,036,815 |
| ISHARES SILVER TR | SLV | Other | 0.74% | 14,793 | -2,913 | -16.45% | $1,007,995 |
| ISHARES TR | IVV | Other | 0.71% | 1,474 | +130 | +9.67% | $962,810 |
| ISHARES TR | IYJ | Other | 0.69% | 6,356 | +572 | +9.89% | $937,750 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.69% | 1,441 | +850 | +143.82% | $937,389 |
| ISHARES TR | IAI | Other | 0.68% | 5,668 | +487 | +9.40% | $930,566 |
| BLACKROCK ETF TRUST | 09290C848 | Other | 0.68% | 32,341 | +51 | +0.16% | $919,457 |
| ISHARES TR | IEZ | Other | 0.67% | 31,491 | +31,491 | +100.00% | $911,666 |
| JANUS DETROIT STR TR | VNLA | Other | 0.66% | 18,259 | +7,132 | +64.10% | $892,121 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.64% | 4,201 | +363 | +9.46% | $874,942 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.63% | 9,616 | +153 | +1.62% | $850,591 |
| ISHARES TR | SOXX | Other | 0.62% | 2,569 | +2,569 | +100.00% | $844,387 |
| JANUS DETROIT STR TR | JAAA | Other | 0.61% | 16,547 | +5,319 | +47.37% | $833,459 |
| ISHARES TR | IWF | Other | 0.60% | 1,918 | -160 | -7.70% | $817,793 |
| GLOBAL X FDS | AUSF | Other | 0.58% | 16,227 | +24 | +0.15% | $784,575 |
| PACER FDS TR | COWG | Other | 0.56% | 22,522 | +467 | +2.12% | $759,883 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.53% | 28,940 | -728 | -2.45% | $726,406 |
| TESLA INC | TSLA | Consumer Cyclical | 0.51% | 1,875 | - | - | $697,031 |
| BANK AMERICA CORP | BAC | Financial Services | 0.51% | 14,276 | -3,300 | -18.78% | $695,948 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.43% | 7,442 | +2,157 | +40.81% | $589,949 |
| AMPLIFY ETF TR | DIVO | Other | 0.42% | 12,767 | +394 | +3.18% | $572,591 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 1,793 | +40 | +2.28% | $527,453 |
| ALPHABET INC | GOOG | Communication Services | 0.33% | 1,547 | +63 | +4.25% | $443,869 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.32% | 2,632 | +453 | +20.79% | $435,205 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.30% | 992 | -108 | -9.82% | $413,511 |
| VISA INC | V | Financial Services | 0.30% | 1,339 | +139 | +11.58% | $404,796 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.29% | 94 | +28 | +42.42% | $394,842 |
| VANGUARD WORLD FD | VHT | Other | 0.29% | 1,426 | +5 | +0.35% | $388,369 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 2,267 | +378 | +20.01% | $384,602 |
| APPLIED MATLS INC | AMAT | Technology | 0.28% | 1,099 | +34 | +3.19% | $375,570 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.27% | 2,845 | -249 | -8.05% | $372,489 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.26% | 3,828 | +388 | +11.28% | $359,726 |
| AT&T INC | T | Communication Services | 0.26% | 12,230 | +127 | +1.05% | $354,562 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.23% | 464 | - | - | $316,056 |
| CONOCOPHILLIPS | COP | Energy | 0.23% | 2,364 | +2,364 | +100.00% | $312,060 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.22% | 10,530 | +10,530 | +100.00% | $302,311 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.22% | 5,998 | +43 | +0.72% | $301,082 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.21% | 4,405 | +8 | +0.18% | $282,263 |
| QUALCOMM INC | QCOM | Technology | 0.20% | 2,155 | +15 | +0.70% | $277,511 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.20% | 786 | +74 | +10.39% | $269,622 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 2,135 | +17 | +0.80% | $256,784 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 1,700 | - | - | $245,548 |
| ANALOG DEVICES INC | ADI | Technology | 0.17% | 727 | +727 | +100.00% | $231,399 |
| SALESFORCE INC | CRM | Technology | 0.17% | 1,234 | +70 | +6.01% | $230,321 |
| UNION PAC CORP | UNP | Industrials | 0.17% | 943 | +1 | +0.11% | $228,824 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.17% | 1,432 | +21 | +1.49% | $228,757 |
| WELLS FARGO & CO | WFC | Financial Services | 0.17% | 2,848 | -118 | -3.98% | $226,705 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.16% | 1,357 | +1,357 | +100.00% | $213,374 |
| NOVARTIS AG | NVS | Healthcare | 0.15% | 1,371 | +1,371 | +100.00% | $209,482 |
| THE CIGNA GROUP | CI | Healthcare | 0.15% | 784 | +784 | +100.00% | $209,132 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.15% | 4,071 | -137 | -3.26% | $206,032 |
| SPDR GOLD TR | GLD | Other | 0.15% | 472 | +472 | +100.00% | $203,097 |