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13F holdings · Q2 2026

Muirfield Wealth Advisors

Charlotte, NC · files as Muirfield Wealth Advisors LLC
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 2014898

Muirfield Wealth Advisors reported 87 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are RSP (10.5%), BRK.B (6.8%) and IJR (5.2%). Compared with Q1 2026, the fund opened new positions in IDGT, IYZ and AMD, added to IJR, VUG and VIG, trimmed SCHX, AAPL and SCHD and sold out of IAU, IEZ and CRM.

Reported value$153M+12.7% vs last quarter
Stocks held8711 new · 4 sold out
Top 5 weight32.5%spread out
Turnover12%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
RSP
Invesco Exchange Traded FD T
$16.1M10.5%76KNo change8 of 8
2
BRK.B
Berkshire Hathaway Inc Del
$10.4M6.8%21KNo change8 of 8
3
IJR
Ishares TR
$8M5.2%54K+309 (+1%)8 of 8
4
VUG
Vanguard Index Fds
$8M5.2%93K+78K (+517%)8 of 8
5
VIG
Vanguard Dividend Appreciation ETF
$7.1M4.7%30K+213 (+1%)8 of 8
6
VGSH
Vanguard Scottsdale Fds
$7M4.6%121K+4,006 (+3%)8 of 8
7
IEF
Ishares TR
$6.5M4.3%69K+3,258 (+5%)5 of 8
8
IJH
Ishares TR
$6.4M4.2%83K+1,103 (+1%)8 of 8
9
NVDA
Nvidia Corporation
$5.5M3.6%27K+75 (+0%)8 of 8
10
SCHX
Schwab US Large Cap ETF
$5.2M3.4%176K−2,944 (−2%)8 of 8
🔒 77 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IAU
Ishares Gold TR
$1.1M13K
IEZ
Ishares US Oil Equip Ser
$912K31K
CRM
Salesforce Inc
$230K1,234
GLD
Spdr Gold TR
$203K472

Reported value

last 8 quarters
$118MQ3 '24
$121MQ4 '24
$118MQ1 '25
$126MQ2 '25
$135MQ3 '25
$136MQ4 '25
$136MQ1 '26
$153MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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Muirfield Wealth Advisors 13F FAQ

What does Muirfield Wealth Advisors own?

Muirfield Wealth Advisors reported 87 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are RSP (10.5%), BRK.B (6.8%) and IJR (5.2%). The table above lists every position in the filing (the top 10 without an account).

What did Muirfield Wealth Advisors buy and sell in Q2 2026?

Compared with Q1 2026: 11 new positions, 48 added to, 21 trimmed and 4 sold out. New positions include IDGT, IYZ and AMD. It sold all of IAU, IEZ and CRM.

When will Muirfield Wealth Advisors file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Muirfield Wealth Advisors's portfolio worth?

The Q2 2026 filing reports $153M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.