Muirfield Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Muirfield Wealth Advisors Llc disclosed 87 stock positions valued at approximately $153.22M as of quarter-end June 30, 2026. The largest holdings include INVESCO EXCHANGE TRADED FD T, BERKSHIRE HATHAWAY INC DEL, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $153.22M
Holdings by Sector
Muirfield Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 10.54% | 75,902 | +9 | +0.01% | $16,149,783 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.80% | 20,823 | -19 | -0.09% | $10,419,621 |
| ISHARES TR | IJR | Other | 5.24% | 54,087 | +309 | +0.57% | $8,021,689 |
| VANGUARD INDEX FDS | VUG | Other | 5.23% | 93,027 | +77,945 | +516.81% | $8,013,313 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 4.65% | 30,104 | +213 | +0.71% | $7,123,223 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 4.60% | 121,113 | +4,006 | +3.42% | $7,048,773 |
| ISHARES TR | IEF | Other | 4.25% | 68,793 | +3,258 | +4.97% | $6,505,766 |
| ISHARES TR | IJH | Other | 4.16% | 82,657 | +1,103 | +1.35% | $6,373,671 |
| NVIDIA CORPORATION | NVDA | Technology | 3.57% | 27,366 | +75 | +0.27% | $5,475,559 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.39% | 176,392 | -2,944 | -1.64% | $5,191,202 |
| ISHARES TR | USMV | Other | 2.92% | 46,375 | +1,649 | +3.69% | $4,473,356 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 2.56% | 51,617 | +533 | +1.04% | $3,916,715 |
| ROYAL BK CDA | RY | Financial Services | 2.34% | 17,336 | +91 | +0.53% | $3,587,990 |
| PIMCO ETF TR | MINT | Other | 2.31% | 35,085 | +1,609 | +4.81% | $3,536,870 |
| APPLE INC | AAPL | Technology | 2.19% | 11,598 | -203 | -1.72% | $3,356,118 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.01% | 96,959 | -308 | -0.32% | $3,074,558 |
| ALPHABET INC | GOOGL | Communication Services | 1.51% | 6,480 | -97 | -1.47% | $2,315,624 |
| VANGUARD INDEX FDS | VTI | Other | 1.40% | 5,787 | -537 | -8.49% | $2,141,446 |
| VANGUARD INDEX FDS | VB | Other | 1.28% | 6,483 | +238 | +3.81% | $1,965,168 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 1.17% | 26,168 | -220 | -0.83% | $1,793,524 |
| ISHARES TR | SOXX | Other | 1.11% | 2,662 | +93 | +3.62% | $1,705,943 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 1.01% | 4,581 | -102 | -2.18% | $1,549,559 |
| FIRST CTZNS BANCSHARES INC D | FCNCA | Financial Services | 0.96% | 709 | -2 | -0.28% | $1,476,269 |
| MICROSOFT CORP | MSFT | Technology | 0.93% | 3,823 | -34 | -0.88% | $1,426,193 |
| META PLATFORMS INC | META | Communication Services | 0.92% | 2,498 | +19 | +0.77% | $1,407,032 |
| WISDOMTREE TR | DGRW | Other | 0.81% | 13,046 | +40 | +0.31% | $1,247,469 |
| ISHARES TR | ITA | Other | 0.80% | 5,064 | +324 | +6.84% | $1,227,690 |
| VANGUARD INDEX FDS | VO | Other | 0.79% | 15,098 | +11,467 | +315.81% | $1,216,441 |
| ISHARES TR | IVV | Other | 0.77% | 1,571 | +97 | +6.58% | $1,176,503 |
| ISHARES TR | IYJ | Other | 0.74% | 6,813 | +457 | +7.19% | $1,135,465 |
Showing 30 of 87 holdings in the latest reporting period.