Muirfield Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Muirfield Wealth Advisors LLC reported 87 stock positions worth $153.2 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.8%) and iShares Core S&P Small-Cap E (IJR, 5.2%). Compared with Q1 2026, it opened 10 new positions, sold out of 3, added to 48 and reduced 22. The biggest buy was a new position in iShares US Telecommunication (IYZ) and the biggest sale an exit from iShares Gold Trust (IAU).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $153.2M (Q2 2026)
- SEC Filing
- 0001951757-26-001173 ↗ filed Aug 7, 2026
Holdings Value
Holdings 87 stocks · $153.2M
| RSP Invesco S&P 500 Equal Weight | 10.54% | 75,902 | $16.1M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.80% | 20,823 | $10.4M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 5.24% | 54,087 | $8.0M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.23% | 93,027 | $8.0M | Add +2.8% |
| VIG Vanguard Dividend Apprec ETF | 4.65% | 30,104 | $7.1M | Add +0.7% |
| VGSH Vanguard Short-Term Treasury | 4.60% | 121,113 | $7.0M | Add +3.4% |
| IEF iShares 7-10 Year Treasury B | 4.25% | 68,793 | $6.5M | Add +5.0% |
| IJH iShares Core S&P Midcap ETF | 4.16% | 82,657 | $6.4M | Add +1.4% |
| NVDA Nvidia Corp. | 3.57% | 27,366 | $5.5M | Add +0.3% |
| SCHX Schwab US Large-Cap ETF | 3.39% | 176,392 | $5.2M | Reduce -1.6% |
| USMV iShares MSCI USA Min Vol Fac | 2.92% | 46,375 | $4.5M | Add +3.7% |
| FV First Trust DW Focus 5 Fund | 2.56% | 51,617 | $3.9M | Add +1.0% |
| RY Royal Bank of Canada | 2.34% | 17,336 | $3.6M | Add +0.5% |
| MINT PIMCO Enhanced Short Maturit | 2.31% | 35,085 | $3.5M | Add +4.8% |
| AAPL Apple Inc. | 2.19% | 11,598 | $3.4M | Reduce -1.7% |
| SCHD Schwab US DVD Equity ETF | 2.01% | 96,959 | $3.1M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 1.51% | 6,480 | $2.3M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.40% | 5,787 | $2.1M | Reduce -8.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.28% | 6,483 | $2.0M | Add +3.8% |
| OMFL Invesco Russell 1000 DYN M/F | 1.17% | 26,168 | $1.8M | Reduce -0.8% |
| SOXX iShares Semiconductor ETF | 1.11% | 2,662 | $1.7M | Add +3.6% |
| AXP American Express Co. | 1.01% | 4,581 | $1.5M | Reduce -2.2% |
| FCNCA First Citizens Bcshs Class A | 0.96% | 709 | $1.5M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.93% | 3,823 | $1.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.92% | 2,498 | $1.4M | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.81% | 13,046 | $1.2M | Add +0.3% |
| ITA iShares U.S. Aerospace & Def | 0.80% | 5,064 | $1.2M | Add +6.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 15,098 | $1.2M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 0.77% | 1,571 | $1.2M | Add +6.6% |
| IYJ iShares U.S. Industrials ETF | 0.74% | 6,813 | $1.1M | Add +7.2% |
| RJF Raymond James Financial Inc. | 0.74% | 7,464 | $1.1M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 1,439 | $1.1M | Reduce -0.1% |
| IAI iShares U.S. Broker-Dealers | 0.69% | 6,053 | $1.1M | Add +6.8% |
| VNLA Janus Henderson Short Durati | 0.69% | 21,664 | $1.1M | Add +18.6% |
| AMZN Amazon.com Inc. | 0.67% | 4,308 | $1.0M | Add +2.5% |
| IDGT iShares US DGTL Infra & R/E | 0.67% | 8,540 | $1.0M | No change |
| BIDD iShares International Divide | 0.66% | 33,753 | $1.0M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.62% | 7,677 | $953K | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.62% | 18,748 | $947K | Add +13.3% |
| IYZ iShares US Telecommunication | 0.61% | 21,918 | $927K | New |
| COWG Pacer US LRG Cap Cows GR LD | 0.61% | 23,092 | $927K | Add +2.5% |
| VIGI Vanguard Int Div App Indx FD | 0.59% | 9,666 | $903K | Add +0.5% |
| AUSF Global X Adaptive US Factor | 0.52% | 16,265 | $795K | Add +0.2% |
| SLV iShares Silver Trust | 0.52% | 14,793 | $791K | No change |
| TSLA Tesla Inc. | 0.51% | 1,875 | $789K | No change |
| BAC Bank of America Corp. | 0.51% | 13,701 | $781K | Reduce -4.0% |
| SCHB Schwab US Broad Market ETF | 0.50% | 26,585 | $770K | Reduce -8.1% |
| AMAT Applied Materials Inc. | 0.46% | 981 | $709K | Reduce -10.7% |
| JPM JPMorgan Chase & Co. | 0.39% | 1,819 | $595K | Add +1.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.39% | 12,917 | $590K | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 6,752 | $534K | Reduce -9.3% |
| TT Trane Technologies PLC | 0.34% | 1,056 | $519K | Add +6.5% |
| V Visa Inc. Class A | 0.34% | 1,504 | $516K | Add +12.3% |
| GOOG Alphabet Inc. Class C | 0.33% | 1,432 | $506K | Reduce -7.4% |
| BKNG Booking Holdings Inc. | 0.28% | 2,419 | $431K | Add +2.9% |
| VHT Vanguard Health Care ETF | 0.28% | 1,431 | $428K | Add +0.3% |
| PM Philip Morris International | 0.28% | 2,360 | $427K | Reduce -10.3% |
| QCOM Qualcomm Inc. | 0.25% | 2,097 | $387K | Reduce -2.7% |
| SCHW Schwab (charles) Corp. | 0.24% | 4,024 | $371K | Add +5.1% |
| CW Curtiss-Wright Corp. | 0.23% | 464 | $352K | No change |
| DUK Duke Energy Corp. | 0.22% | 2,608 | $330K | Reduce -8.3% |
| AMD Advanced Micro Devices | 0.21% | 567 | $329K | New |
| VEA Vanguard Ftse Developed ETF | 0.21% | 4,422 | $315K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.20% | 2,280 | $312K | Add +0.6% |
| ADI Analog Devices Inc. | 0.19% | 730 | $290K | Add +0.4% |
| GD General Dynamics Corp. | 0.18% | 792 | $280K | Add +0.8% |
| COP Conocophillips | 0.18% | 2,631 | $274K | Add +11.3% |
| MRK Merck & Co. Inc. | 0.18% | 2,120 | $272K | Reduce -0.7% |
| IGV iShares Expanded Tech-Softwa | 0.17% | 2,951 | $267K | New |
| CMCSA Comcast Corp. Class A | 0.17% | 10,640 | $261K | Add +1.0% |
| BDX Becton Dickinson and Co. | 0.17% | 1,711 | $259K | Add +26.1% |
| VZ Verizon Communications Inc. | 0.17% | 6,081 | $257K | Add +1.4% |
| UNP Union Pacific Corp. | 0.17% | 944 | $257K | Add +0.1% |
| T AT&T Inc. | 0.17% | 12,294 | $254K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.16% | 1,700 | $249K | No change |
| BNY Bank of New York Mellon Corp. | 0.16% | 1,659 | $240K | New |
| WFC Wells Fargo & Co. | 0.16% | 2,876 | $238K | Add +1.0% |
| ICE Intercontinental Exchange Inc. | 0.15% | 1,929 | $237K | New |
| ELV Elevance Health Inc. | 0.15% | 586 | $227K | New |
| CI The Cigna Group | 0.14% | 784 | $216K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 1,407 | $213K | Reduce -1.8% |
| MMM 3M Co. | 0.14% | 1,312 | $212K | New |
| NVS Novartis AG-Sponsored ADR | 0.14% | 1,353 | $212K | Reduce -1.3% |
| NOBL Proshares S&P 500 Dividend A | 0.14% | 3,768 | $212K | New |
| JPST JPMorgan Ultra-Short Income | 0.14% | 4,164 | $211K | Add +2.3% |
| IWD iShares Russell 1000 Value E | 0.13% | 836 | $203K | New |
| GEV GE Vernova Inc. | 0.13% | 170 | $200K | New |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Sold out | 0.00% | −0.81 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 6.80% | −0.55 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 2.01% | −0.19 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.17 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.93% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.5% | 1.40% | −0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.3% | 0.35% | −0.09 |
| DUK Duke Energy Corp. | Reduce -8.3% | 0.22% | −0.06 |
| PM Philip Morris International | Reduce -10.3% | 0.28% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -8.1% | 0.50% | −0.03 |
| AXP American Express Co. | Reduce -2.2% | 1.01% | −0.03 |
| TJX TJX Companies Inc. | Reduce -1.8% | 0.14% | −0.03 |
| FCNCA First Citizens Bcshs Class A | Reduce -0.3% | 0.96% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Reduce -1.3% | 0.14% | −0.02 |
| AAPL Apple Inc. | Reduce -1.7% | 2.19% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.18% | −0.01 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.51% | −0.00 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -0.8% | 1.17% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -7.4% | 0.33% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.6% | 3.39% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 0.70% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -2.7% | 0.25% | +0.05 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 1.51% | +0.12 |
| AMAT Applied Materials Inc. | Reduce -10.7% | 0.46% | +0.19 |
Portfolio Buys Q1 2026 → Q2 2026
| IYZ iShares US Telecommunication | New | 0.61% | +0.61 |
| SOXX iShares Semiconductor ETF | Add +3.6% | 1.11% | +0.49 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.8% | 5.23% | +0.38 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 5.24% | +0.32 |
| RY Royal Bank of Canada | Add +0.5% | 2.34% | +0.29 |
| FV First Trust DW Focus 5 Fund | Add +1.0% | 2.56% | +0.28 |
| AMD Advanced Micro Devices | New | 0.21% | +0.21 |
| IGV iShares Expanded Tech-Softwa | New | 0.17% | +0.17 |
| BNY Bank of New York Mellon Corp. | New | 0.16% | +0.16 |
| ICE Intercontinental Exchange Inc. | New | 0.15% | +0.15 |
| ELV Elevance Health Inc. | New | 0.15% | +0.15 |
| MMM 3M Co. | New | 0.14% | +0.14 |
| NOBL Proshares S&P 500 Dividend A | New | 0.14% | +0.14 |
| IWD iShares Russell 1000 Value E | New | 0.13% | +0.13 |
| GEV GE Vernova Inc. | New | 0.13% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 4.16% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.8% | 1.28% | +0.08 |
| NVDA Nvidia Corp. | Add +0.3% | 3.57% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +6.6% | 0.77% | +0.06 |
| IYJ iShares U.S. Industrials ETF | Add +7.2% | 0.74% | +0.05 |
| COWG Pacer US LRG Cap Cows GR LD | Add +2.5% | 0.61% | +0.05 |
| V Visa Inc. Class A | Add +12.3% | 0.34% | +0.04 |
| ITA iShares U.S. Aerospace & Def | Add +6.8% | 0.80% | +0.04 |
| VNLA Janus Henderson Short Durati | Add +18.6% | 0.69% | +0.03 |
| TT Trane Technologies PLC | Add +6.5% | 0.34% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.0% | 0.79% | +0.03 |
| AMZN Amazon.com Inc. | Add +2.5% | 0.67% | +0.03 |
| ADI Analog Devices Inc. | Add +0.4% | 0.19% | +0.02 |
| BDX Becton Dickinson and Co. | Add +26.1% | 0.17% | +0.01 |
| IAI iShares U.S. Broker-Dealers | Add +6.8% | 0.69% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +13.3% | 0.62% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +1.4% | 0.39% | +0.00 |
| UNP Union Pacific Corp. | Add +0.1% | 0.17% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 0.21% | −0.00 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.28% | −0.01 |
| BKNG Booking Holdings Inc. | Add +2.9% | 0.28% | −0.01 |
| WFC Wells Fargo & Co. | Add +1.0% | 0.16% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +2.3% | 0.14% | −0.01 |
| BIDD iShares International Divide | Add +4.4% | 0.66% | −0.02 |
| GD General Dynamics Corp. | Add +0.8% | 0.18% | −0.02 |
| SCHW Schwab (charles) Corp. | Add +5.1% | 0.24% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.3% | 0.81% | −0.03 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.2% | 0.39% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +0.5% | 0.59% | −0.04 |
| COP Conocophillips | Add +11.3% | 0.18% | −0.05 |
| RJF Raymond James Financial Inc. | Add +0.4% | 0.74% | −0.05 |
| CMCSA Comcast Corp. Class A | Add +1.0% | 0.17% | −0.05 |
| VZ Verizon Communications Inc. | Add +1.4% | 0.17% | −0.05 |
| AUSF Global X Adaptive US Factor | Add +0.2% | 0.52% | −0.06 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.20% | −0.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $153.2M | RSP, BRK.B, IJR, VUG, VIG |
| Q1 2026 | 80 | $135.9M | RSP, BRK.B, VGSH, IJR, VUG |
| Q4 2025 | 75 | $136.3M | RSP, BRK.B, VUG, VGSH, VIG |
| Q3 2025 | 73 | $134.9M | RSP, VUG, BRK.B, VGSH, VIG |
| Q2 2025 | 70 | $125.6M | RSP, BRK.B, VGSH, VUG, VIG |
| Q1 2025 | 68 | $117.7M | RSP, VGSH, BRK.B, SCHX, VIG |
| Q4 2024 | 66 | $121.3M | RSP, VGSH, SCHX, VIG, BRK.B |
| Q3 2024 | 61 | $117.7M | RSP, VGSH, SCHX, BRK.B, VIG |
| Q2 2024 | 59 | $106.5M | RSP, VGSH, SCHX, VIG, IJR |
| Q1 2024 | 60 | $103.8M | RSP, VGSH, SCHX, VIG, IJR |