MW
Muirfield Wealth Advisors LLC — 13F Filing & Top Stock Positions (Q2 2026)
Muirfield Wealth Advisors LLCCIK: 0002014898
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$153.2M
Reporting period: 2026-06-30 · Number of holdings: 87
MUIRFIELD WEALTH ADVISORS LLC disclosed 87 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $153.2M and a quarterly turnover rate of 16.3%.
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Personality snowflake
- Concentration
- 14.92
- Portfolio Stability
- 16.27
- Momentum
- 100
- Sector conviction
- 73.28
- Diversification
- 100
- Sizing Uniformity
- 84.93
Muirfield Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.037 — mathematically equivalent to about 27 equally-sized positions, well below its 87 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.51), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out IAU
New buy IDGT
Sold out IEZ
New buy IYZ
Trim BRK-B
-0.1% $432.1K
Add SOXX
+3.6% $861.6K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 10.54% | -0.18% | +0.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.80% | -0.55% | -0.09% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.24% | +0.32% | +0.57% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.23% | +0.38% | +516.81% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.65% | -0.08% | +0.71% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 4.60% | -0.44% | +3.42% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.25% | -0.35% | +4.97% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.16% | +0.11% | +1.35% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.57% | +0.07% | +0.27% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.39% | +0.01% | -1.64% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.92% | -0.13% | +3.69% | |
| 12 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 2.56% | +0.29% | +1.04% | |
| 13 | RY | Royal Bank Of Canada | Stock-Financials | 2.34% | +0.29% | +0.53% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.31% | -0.17% | +4.81% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 2.19% | -0.01% | -1.72% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.01% | -0.19% | -0.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.12% | -1.47% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.40% | -0.09% | -8.49% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.28% | +0.08% | +3.81% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.17% | — | -0.83% | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.11% | +0.49% | +3.62% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.01% | -0.03% | -2.18% | |
| 23 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.96% | -0.03% | -0.28% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.12% | -0.88% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.12% | +0.77% | |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.81% | -0.03% | +0.31% | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.80% | +0.04% | +6.84% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | +0.02% | +315.81% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.06% | +6.58% | |
| 30 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.74% | +0.05% | +7.19% | |
| 31 | RJF | Raymond James Financial Inc | Stock-Financials | 0.74% | -0.05% | +0.36% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.01% | -0.14% | |
| 33 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 0.69% | +0.01% | +6.79% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.69% | +0.03% | +18.65% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | +0.03% | +2.55% | |
| 36 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.67% | +0.67% | NEW | |
| 37 | BIDD | Ishares International Divide | ETF-Other | 0.66% | -0.02% | +4.37% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | +0.02% | +300.26% | |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.62% | +0.01% | +13.30% | |
| 40 | IYZ | Ishares US Telecommunication | ETF-Other | 0.61% | +0.61% | NEW | |
| 41 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.61% | +0.05% | +2.53% | |
| 42 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.59% | -0.04% | +0.52% | |
| 43 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.52% | -0.06% | +0.23% | |
| 44 | SLV | Ishares Silver Trust | ETF-Commodities | 0.52% | -0.22% | — | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | — | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | — | -4.03% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.50% | -0.03% | -8.14% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | +0.18% | -10.74% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +1.45% | |
| 50 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.39% | -0.03% | +1.17% |
1–50 of 87
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Portfolio Performance
Performance for Q3 2026
+3.1%
Performance Last 4 Quarters
+15.5%
- Stdev
- +10.1%
- Beta
- +0.78
- Alpha
- -0.3%
- Max Drawdown
- -8.8%
- Annualized Perf
- +14.6%
- Batting Avg vs S&P
- +46.7%
- Sortino
- +2.56
- Stutzer
- +0.41
- Treynor
- +0.18
- Sterling
- +0.87
- Calmar
- +1.66
- Information Ratio
- -1
- Tracking Error
- +4.3%
- Stdev Down
- +5.6%
- Winning Months %
- +76.7%
- Losing Months %
- +23.3%
- Best 12 Months
- +23.7%
- Worst 12 Months
- +5.2%
- Efficiency Ratio
- +0.53
- Sharpe
- +1.41
- Stdev Sectors
- +12.2%
- Skewness
- -0.37
- Kurtosis
- -0.13
- Upside Potential
- +4.04
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Muirfield Wealth Advisors LLC's most significant position changes for 2026-06-30: Sold out: Ishares Gold Trust (IAU); New buy: Ishares US Dgtl Infra & R/e (IDGT); New buy: Ishares US Telecommunication (IYZ); Sold out: Ishares U.s. Oil Equipment & (IEZ); New buy: Advanced Micro Devices (AMD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IDGT | Ishares US Dgtl Infra & R/e | +0.7% | NEW | New buy |
| 2 | IYZ | Ishares US Telecommunication | +0.6% | NEW | New buy |
| 3 | SOXX | Ishares Semiconductor ETF | +0.5% | +3.62% | Add |
| 4 | VUG | Vanguard Growth ETF | +0.4% | +516.81% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +0.57% | Add |
| 6 | FV | First Trust Dw Focus 5 Fund | +0.3% | +1.04% | Add |
| 7 | RY | Royal Bank Of Canada | +0.3% | +0.53% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 9 | AMAT | Applied Materials Inc | +0.2% | -10.74% | Trim |
| 10 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | New buy |
| 11 | BNY | Bank Of New York Mellon CORP | +0.2% | NEW | New buy |
| 12 | ICE | Intercontinental Exchange In | +0.2% | NEW | New buy |
| 13 | ELV | Elevance Health Inc | +0.2% | NEW | New buy |
| 14 | MMM | 3m Co | +0.1% | NEW | New buy |
| 15 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | New buy |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.47% | Trim |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.35% | Add |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +3.81% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +0.27% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.58% | Add |
| 23 | IYJ | Ishares U.s. Industrials ETF | +0.1% | +7.19% | Add |
| 24 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.1% | +2.53% | Add |
| 25 | QCOM | Qualcomm Inc | +0.1% | -2.69% | Trim |
| 26 | ITA | Ishares U.s. Aerospace & Def | 0% | +6.84% | Add |
| 27 | V | Visa Inc-class A Shares | 0% | +12.32% | Add |
| 28 | TT | Trane Technologies plc | 0% | +6.45% | Add |
| 29 | VNLA | Janus Henderson Short Durati | 0% | +18.65% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +2.55% | Add |
| 31 | VO | Vanguard Mid-cap ETF | 0% | +315.81% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +300.26% | Add |
| 33 | ADI | Analog Devices Inc | 0% | +0.41% | Add |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | -1.64% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.14% | Trim |
| 36 | IAI | Ishares U.s. Broker-dealers | 0% | +6.79% | Add |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +13.30% | Add |
| 38 | BDX | Becton Dickinson And Co | 0% | +26.09% | Add |
| 39 | OMFL | Invesco Russell 1000 Dyn M/f | — | -0.83% | Trim |
| 40 | TSLA | Tesla Inc | — | — | Unchanged |
| 41 | BAC | Bank Of America CORP | — | -4.03% | Trim |
| 42 | JPM | Jpmorgan Chase & Co | — | +1.45% | Add |
| 43 | GOOG | Alphabet Inc-cl C | — | -7.43% | Trim |
| 44 | CW | Curtiss-wright CORP | — | — | Unchanged |
| 45 | VEA | Vanguard Ftse Developed ETF | — | +0.39% | Add |
| 46 | UNP | Union Pacific CORP | — | +0.11% | Add |
| 47 | AAPL | Apple Inc | 0% | -1.72% | Trim |
| 48 | VHT | Vanguard Health Care ETF | 0% | +0.35% | Add |
| 49 | BKNG | Booking Holdings Inc | 0% | +2473.40% | Add |
| 50 | MRK | Merck & Co. Inc. | 0% | -0.70% | Trim |
1–50 of 91
Filing History
FAQ
What is Muirfield Wealth Advisors LLC and what type of investor is it?
Muirfield Wealth Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $153.2M, spread across 87 disclosed positions.
What are Muirfield Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Muirfield Wealth Advisors LLC's top holdings by market value are:
1. Invesco S&p 500 Equal Weight (RSP) — $16.1M (10.5%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — $10.4M (6.8%)
3. Ishares Core S&p Small-cap E (IJR) — $8.0M (5.2%)
4. Vanguard Growth ETF (VUG) — $8.0M (5.2%)
5. Vanguard Dividend Apprec ETF (VIG) — $7.1M (4.7%)
What changes did Muirfield Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Muirfield Wealth Advisors LLC made 86 notable position adjustments: 11 new positions were initiated, 49 existing holdings were added to, 22 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Ishares Gold Trust (IAU); New buy: Ishares US Dgtl Infra & R/e (IDGT); New buy: Ishares US Telecommunication (IYZ); Sold out: Ishares U.s. Oil Equipment & (IEZ); New buy: Advanced Micro Devices (AMD)
What sectors does Muirfield Wealth Advisors LLC focus on?
Muirfield Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 34.5%
• Financials: 30.9%
• Communication Services: 14.4%
• Consumer Discretionary: 7.1%
• Industrials: 5.2%
• Health Care: 3.4%
Investment Profile
Muirfield Wealth Advisors LLC returned an annualized 14.6% over the trailing 30 months — underperforming the S&P 500 by 0.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.78 (less volatile than the market) and a 47% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 34.5% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its IJR position over the past two quarters (+$1.5M, now $8.0M), while trimming MSFT over the same stretch (-$471.0K, still holding $1.4M).
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Developer Access
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