Muirfield Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), Muirfield Wealth Advisors LLC reported 80 stock positions worth $135.9 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.7% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.3%) and Vanguard Short-Term Treasury (VGSH, 5.0%). Compared with Q4 2025, it opened 9 new positions, sold out of 4, added to 46 and reduced 21. The biggest buy was a new position in iShares U.S. Oil Equipment & (IEZ) and the biggest sale an exit from iShares US Consumer Discreti (IYC).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $135.9M (Q1 2026)
- SEC Filing
- 0001951757-26-000702 ↗ filed Apr 22, 2026
Holdings Value
Holdings 80 stocks · $135.9M
| RSP Invesco S&P 500 Equal Weight | 10.72% | 75,893 | $14.6M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.35% | 20,842 | $10.0M | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 5.04% | 117,107 | $6.9M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 4.92% | 53,778 | $6.7M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.85% | 15,082 | $6.6M | Reduce -1.3% |
| VIG Vanguard Dividend Apprec ETF | 4.73% | 29,891 | $6.4M | Reduce -0.2% |
| IEF iShares 7-10 Year Treasury B | 4.60% | 65,535 | $6.3M | Add +7.4% |
| IJH iShares Core S&P Midcap ETF | 4.05% | 81,554 | $5.5M | Reduce -0.7% |
| NVDA Nvidia Corp. | 3.50% | 27,291 | $4.8M | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 3.38% | 179,336 | $4.6M | Reduce -0.6% |
| USMV iShares MSCI USA Min Vol Fac | 3.05% | 44,726 | $4.1M | Add +11.2% |
| MINT PIMCO Enhanced Short Maturit | 2.48% | 33,476 | $3.4M | Add +1.3% |
| FV First Trust DW Focus 5 Fund | 2.27% | 51,084 | $3.1M | Reduce -1.0% |
| AAPL Apple Inc. | 2.20% | 11,801 | $3.0M | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 2.20% | 97,267 | $3.0M | Add +0.7% |
| RY Royal Bank of Canada | 2.05% | 17,245 | $2.8M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.49% | 6,324 | $2.0M | Reduce -6.6% |
| GOOGL Alphabet Inc. Class A | 1.39% | 6,577 | $1.9M | Reduce -2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.20% | 6,245 | $1.6M | Add +6.1% |
| OMFL Invesco Russell 1000 DYN M/F | 1.17% | 26,388 | $1.6M | Add +1.0% |
| MSFT Microsoft Corp. | 1.05% | 3,857 | $1.4M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 1.04% | 2,479 | $1.4M | Add +3.3% |
| AXP American Express Co. | 1.04% | 4,683 | $1.4M | Add +0.2% |
| FCNCA First Citizens Bcshs Class A | 0.99% | 711 | $1.3M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.84% | 13,006 | $1.1M | Reduce -0.0% |
| IAU iShares Gold Trust | 0.81% | 12,555 | $1.1M | Add +4.2% |
| RJF Raymond James Financial Inc. | 0.79% | 7,437 | $1.1M | Add +4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.77% | 3,631 | $1.0M | Add +10.9% |
| ITA iShares U.S. Aerospace & Def | 0.76% | 4,740 | $1.0M | Add +3.3% |
| SLV iShares Silver Trust | 0.74% | 14,793 | $1.0M | Reduce -16.4% |
| IVV iShares Core S&P 500 ETF | 0.71% | 1,474 | $963K | Add +9.7% |
| IYJ iShares U.S. Industrials ETF | 0.69% | 6,356 | $938K | Add +9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.69% | 1,441 | $937K | Add +143.8% |
| IAI iShares U.S. Broker-Dealers | 0.68% | 5,668 | $931K | Add +9.4% |
| BIDD iShares International Divide | 0.68% | 32,341 | $919K | Add +0.2% |
| IEZ iShares U.S. Oil Equipment & | 0.67% | 31,491 | $912K | New |
| VNLA Janus Henderson Short Durati | 0.66% | 18,259 | $892K | Add +64.1% |
| AMZN Amazon.com Inc. | 0.64% | 4,201 | $875K | Add +9.5% |
| VIGI Vanguard Int Div App Indx FD | 0.63% | 9,616 | $851K | Add +1.6% |
| SOXX iShares Semiconductor ETF | 0.62% | 2,569 | $844K | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.61% | 16,547 | $833K | Add +47.4% |
| IWF iShares Russell 1000 Growth | 0.60% | 1,918 | $818K | Reduce -7.7% |
| AUSF Global X Adaptive US Factor | 0.58% | 16,227 | $785K | Add +0.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.56% | 22,522 | $760K | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.53% | 28,940 | $726K | Reduce -2.5% |
| TSLA Tesla Inc. | 0.51% | 1,875 | $697K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 14,276 | $696K | Reduce -18.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.43% | 7,442 | $590K | Add +40.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.42% | 12,767 | $573K | Add +3.2% |
| JPM JPMorgan Chase & Co. | 0.39% | 1,793 | $527K | Add +2.3% |
| GOOG Alphabet Inc. Class C | 0.33% | 1,547 | $444K | Add +4.3% |
| PM Philip Morris International | 0.32% | 2,632 | $435K | Add +20.8% |
| TT Trane Technologies PLC | 0.30% | 992 | $414K | Reduce -9.8% |
| V Visa Inc. Class A | 0.30% | 1,339 | $405K | Add +11.6% |
| BKNG Booking Holdings Inc. | 0.29% | 94 | $395K | Add +42.4% |
| VHT Vanguard Health Care ETF | 0.29% | 1,426 | $388K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.28% | 2,267 | $385K | Add +20.0% |
| AMAT Applied Materials Inc. | 0.28% | 1,099 | $376K | Add +3.2% |
| DUK Duke Energy Corp. | 0.27% | 2,845 | $372K | Reduce -8.1% |
| SCHW Schwab (charles) Corp. | 0.26% | 3,828 | $360K | Add +11.3% |
| T AT&T Inc. | 0.26% | 12,230 | $355K | Add +1.1% |
| CW Curtiss-Wright Corp. | 0.23% | 464 | $316K | No change |
| COP Conocophillips | 0.23% | 2,364 | $312K | New |
| CMCSA Comcast Corp. Class A | 0.22% | 10,530 | $302K | New |
| VZ Verizon Communications Inc. | 0.22% | 5,998 | $301K | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 4,405 | $282K | Add +0.2% |
| QCOM Qualcomm Inc. | 0.20% | 2,155 | $278K | Add +0.7% |
| GD General Dynamics Corp. | 0.20% | 786 | $270K | Add +10.4% |
| MRK Merck & Co. Inc. | 0.19% | 2,135 | $257K | Add +0.8% |
| PG The Procter & Gamble Co. | 0.18% | 1,700 | $246K | No change |
| ADI Analog Devices Inc. | 0.17% | 727 | $231K | New |
| CRM Salesforce Inc. | 0.17% | 1,234 | $230K | Add +6.0% |
| UNP Union Pacific Corp. | 0.17% | 943 | $229K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 1,432 | $229K | Add +1.5% |
| WFC Wells Fargo & Co. | 0.17% | 2,848 | $227K | Reduce -4.0% |
| BDX Becton Dickinson and Co. | 0.16% | 1,357 | $213K | New |
| NVS Novartis AG-Sponsored ADR | 0.15% | 1,371 | $209K | New |
| CI The Cigna Group | 0.15% | 784 | $209K | New |
| JPST JPMorgan Ultra-Short Income | 0.15% | 4,071 | $206K | Reduce -3.3% |
| GLD SPDR Gold Shares | 0.15% | 472 | $203K | New |
Portfolio Sells Q4 2025 → Q1 2026
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.63 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.3% | 4.85% | −0.62 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.61 |
| MSFT Microsoft Corp. | Reduce -1.7% | 1.05% | −0.34 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.21 |
| BAC Bank of America Corp. | Reduce -18.8% | 0.51% | −0.20 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.6% | 3.38% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.6% | 1.49% | −0.17 |
| AAPL Apple Inc. | Reduce -0.1% | 2.20% | −0.15 |
| MMM 3M Co. | Sold out | 0.00% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -2.0% | 1.39% | −0.15 |
| IWF iShares Russell 1000 Growth | Reduce -7.7% | 0.60% | −0.12 |
| FV First Trust DW Focus 5 Fund | Reduce -1.0% | 2.27% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.4% | 10.72% | −0.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 4.73% | −0.10 |
| SLV iShares Silver Trust | Reduce -16.4% | 0.74% | −0.10 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 0.53% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -4.0% | 0.17% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.2% | 5.04% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.0% | 0.84% | −0.01 |
| TT Trane Technologies PLC | Reduce -9.8% | 0.30% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.3% | 0.15% | −0.00 |
| DUK Duke Energy Corp. | Reduce -8.1% | 0.27% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 4.05% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.6% | 4.92% | +0.15 |
Portfolio Buys Q4 2025 → Q1 2026
| IEZ iShares U.S. Oil Equipment & | New | 0.67% | +0.67 |
| SOXX iShares Semiconductor ETF | New | 0.62% | +0.62 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +143.8% | 0.69% | +0.39 |
| IEF iShares 7-10 Year Treasury B | Add +7.4% | 4.60% | +0.30 |
| USMV iShares MSCI USA Min Vol Fac | Add +11.2% | 3.05% | +0.27 |
| VNLA Janus Henderson Short Durati | Add +64.1% | 0.66% | +0.26 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 2.20% | +0.25 |
| COP Conocophillips | New | 0.23% | +0.23 |
| CMCSA Comcast Corp. Class A | New | 0.22% | +0.22 |
| JAAA Janus Henderson Aaa Clo ETF | Add +47.4% | 0.61% | +0.20 |
| ADI Analog Devices Inc. | New | 0.17% | +0.17 |
| BDX Becton Dickinson and Co. | New | 0.16% | +0.16 |
| NVS Novartis AG-Sponsored ADR | New | 0.15% | +0.15 |
| CI The Cigna Group | New | 0.15% | +0.15 |
| GLD SPDR Gold Shares | New | 0.15% | +0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +40.8% | 0.43% | +0.12 |
| XOM Exxon Mobil Corp. | Add +20.0% | 0.28% | +0.12 |
| IAU iShares Gold Trust | Add +4.2% | 0.81% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.1% | 1.20% | +0.09 |
| AMAT Applied Materials Inc. | Add +3.2% | 0.28% | +0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.9% | 0.77% | +0.07 |
| PM Philip Morris International | Add +20.8% | 0.32% | +0.06 |
| IYJ iShares U.S. Industrials ETF | Add +9.9% | 0.69% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +1.3% | 2.48% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.7% | 0.22% | +0.04 |
| T AT&T Inc. | Add +1.1% | 0.26% | +0.04 |
| ITA iShares U.S. Aerospace & Def | Add +3.3% | 0.76% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +9.7% | 0.71% | +0.03 |
| BKNG Booking Holdings Inc. | Add +42.4% | 0.29% | +0.03 |
| AUSF Global X Adaptive US Factor | Add +0.1% | 0.58% | +0.03 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.19% | +0.03 |
| GD General Dynamics Corp. | Add +10.4% | 0.20% | +0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Add +3.2% | 0.42% | +0.02 |
| SCHW Schwab (charles) Corp. | Add +11.3% | 0.26% | +0.01 |
| TJX TJX Companies Inc. | Add +1.5% | 0.17% | +0.01 |
| UNP Union Pacific Corp. | Add +0.1% | 0.17% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 0.21% | +0.01 |
| IAI iShares U.S. Broker-Dealers | Add +9.4% | 0.68% | +0.00 |
| OMFL Invesco Russell 1000 DYN M/F | Add +1.0% | 1.17% | −0.00 |
| AMZN Amazon.com Inc. | Add +9.5% | 0.64% | −0.01 |
| BIDD iShares International Divide | Add +0.2% | 0.68% | −0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +1.6% | 0.63% | −0.01 |
| COWG Pacer US LRG Cap Cows GR LD | Add +2.1% | 0.56% | −0.01 |
| V Visa Inc. Class A | Add +11.6% | 0.30% | −0.01 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.29% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 0.33% | −0.02 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 0.39% | −0.03 |
| RJF Raymond James Financial Inc. | Add +4.9% | 0.79% | −0.04 |
| CRM Salesforce Inc. | Add +6.0% | 0.17% | −0.06 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.20% | −0.06 |
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 |