MW

Muirfield Wealth Advisors LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$135.9M

Reporting period: 2026-03-31 · Number of holdings: 80

MUIRFIELD WEALTH ADVISORS LLC disclosed 80 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $135.9M and a quarterly turnover rate of 11.2%.

Personality snowflake

Concentration
15.36
Portfolio Stability
11.17
Momentum/Contrarian
100
Sector conviction
89.62
Diversification
100
Sizing Uniformity
85.52

Recent moves

  • Trim VUG

    -1.3%　-$869.1K

  • Add SPY

    +143.8%　$534.6K

  • Trim MSFT

    -1.7%　-$469.5K

  • Trim BRK-B

    +0.3%　-$459.1K

  • Add IEF

    +7.4%　$385.5K

  • Add USMV

    +11.2%　$359.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth10.72%-0.10%-1.44%
2BRK-BBerkshire Hathaway Inc-cl BStock-Other7.35%-0.32%+0.28%
3VGSHVanguard Short-term TreasuryETF-Gov Bonds5.04%—-0.22%
4IJRIshares Core S&p Small-cap EETF-Small Cap4.92%+0.15%-0.59%
5VUGVanguard Growth ETFETF-Other4.85%-0.62%-1.33%
6VIGVanguard Dividend Apprec ETFETF-Other4.73%-0.10%-0.17%
7IEFIshares 7-10 Year Treasury BETF-Gov Bonds4.60%+0.29%+7.37%
8IJHIshares Core S&p Midcap ETFETF-Other4.05%+0.07%-0.66%
9NVDANvidia CORPStock-Tech3.50%-0.22%+0.43%
10SCHXSchwab US Large-cap ETFETF-Other3.38%-0.18%-0.64%
11USMVIshares Msci USA Min Vol FacETF-Other3.05%+0.27%+11.15%
12MINTPimco Enhanced Short MaturitETF-Other2.48%—+1.33%
13FVFirst Trust Dw Focus 5 FundETF-Other2.27%-0.11%-1.02%
14AAPLApple INCStock-Tech2.20%-0.16%-0.15%
15SCHDSchwab US Dvd Equity ETFETF-Other2.20%+0.26%+0.66%
16RYRoyal Bank Of CanadaStock-Financials2.05%-0.09%+0.59%
17VTIVanguard Total Stock Mkt ETFETF-Other1.49%-0.18%-6.60%
18GOOGLAlphabet Inc-cl AStock-Comm Services1.39%-0.15%-1.98%
19VBVanguard Small-cap ETFETF-Other1.20%+0.09%+6.10%
20OMFLInvesco Russell 1000 Dyn M/fETF-Other1.17%—+0.99%
21MSFTMicrosoft CORPStock-Tech1.05%-0.34%-1.68%
22METAMeta Platforms Inc-class AStock-Comm Services1.04%-0.12%+3.33%
23AXPAmerican Express CoStock-Financials1.04%-0.23%+0.21%
24FCNCAFirst Citizens Bcshs -cl AStock-Financials0.99%-0.13%—
25DGRWWisdomtree U.s. Quality DiviETF-Other0.84%—-0.02%
26IAUIshares Gold TrustETF-Commodities0.81%+0.09%+4.23%
27RJFRaymond James Financial INCStock-Financials0.79%—+4.89%
28VOVanguard Mid-cap ETFETF-Other0.77%+0.07%+10.94%
29ITAIshares U.s. Aerospace & DefETF-Other0.76%—+3.31%
30SLVIshares Silver TrustETF-Commodities0.74%-0.10%-16.45%
31IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.71%—+9.67%
32IYJIshares U.s. Industrials ETFETF-Other0.69%+0.06%+9.89%
33SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.69%+0.39%+143.82%
34IAIIshares U.s. Broker-dealersETF-Other0.68%—+9.40%
35BIDDIshares International DivideETF-Other0.68%—+0.16%
36IEZIshares U.s. Oil Equipment &ETF-Other0.67%+0.67%NEW
37VNLAJanus Henderson Short DuratiETF-Other0.66%+0.26%+64.10%
38AMZNAmazon.com INCStock-Consumer Disc0.64%—+9.46%
39VIGIVanguard Int Div App Indx FdETF-Other0.63%—+1.62%
40SOXXIshares Semiconductor ETFETF-Other0.62%+0.62%NEW
41JAAAJanus Henderson Aaa Clo ETFETF-Other0.61%+0.19%+47.37%
42IWFIshares Russell 1000 GrowthETF-Other0.60%-0.12%-7.70%
43AUSFGlobal X Adaptive US FactorETF-Other0.58%—+0.15%
44COWGPacer US Lrg Cap Cows Gr LdETF-Other0.56%—+2.12%
45SCHBSchwab US Broad Market ETFETF-Other0.53%—-2.45%
46TSLATesla INCStock-Consumer Disc0.51%-0.11%—
47BACBank Of America CORPStock-Financials0.51%-0.20%-18.78%
48VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.43%+0.12%+40.81%
49DIVOAmplify Cwp Enhan Divid ETFETF-Other0.42%—+3.18%
50JPMJpmorgan Chase & CoStock-Financials0.39%—+2.28%
1–50 of 80

Holding changes this quarter

Muirfield Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Ishares U.s. Oil Equipment & (IEZ); Sold out: Ishares US Consumer Discreti (IYC); New buy: Ishares Semiconductor ETF (SOXX); Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Conocophillips (COP).

Position changes disclosed by Muirfield Wealth Advisors LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SPYSs Spdr S&p 500 ETF Trust-us+0.4%+143.82%Add
2IEFIshares 7-10 Year Treasury B+0.3%+7.37%Add
3USMVIshares Msci USA Min Vol Fac+0.3%+11.15%Add
4VNLAJanus Henderson Short Durati+0.3%+64.10%Add
5SCHDSchwab US Dvd Equity ETF+0.3%+0.66%Add
6JAAAJanus Henderson Aaa Clo ETF+0.2%+47.37%Add
7IJRIshares Core S&p Small-cap E+0.2%-0.59%Trim
8VCSHVanguard S/t CORP Bond ETF+0.1%+40.81%Add
9XOMExxon Mobil CORP+0.1%+20.01%Add
10IAUIshares Gold Trust+0.1%+4.23%Add
11VBVanguard Small-cap ETF+0.1%+6.10%Add
12AMATApplied Materials INC+0.1%+3.19%Add
13VOVanguard Mid-cap ETF+0.1%+10.94%Add
14IJHIshares Core S&p Midcap ETF+0.1%-0.66%Trim
15PMPhilip Morris International+0.1%+20.79%Add
16IYJIshares U.s. Industrials ETF+0.1%+9.89%Add
17CRMSalesforce INC-0.1%+6.01%Add
18QCOMQualcomm INC-0.1%+0.70%Add
19RYRoyal Bank Of Canada-0.1%+0.59%Add
20RSPInvesco S&p 500 Equal Weight-0.1%-1.44%Trim
21VIGVanguard Dividend Apprec ETF-0.1%-0.17%Trim
22SLVIshares Silver Trust-0.1%-16.45%Trim
23FVFirst Trust Dw Focus 5 Fund-0.1%-1.02%Trim
24TSLATesla INC-0.1%—Unchanged
25IWFIshares Russell 1000 Growth-0.1%-7.70%Trim
26METAMeta Platforms Inc-class A-0.1%+3.33%Add
27FCNCAFirst Citizens Bcshs -cl A-0.1%—Unchanged
28GOOGLAlphabet Inc-cl A-0.2%-1.98%Trim
29AAPLApple INC-0.2%-0.15%Trim
30SCHXSchwab US Large-cap ETF-0.2%-0.64%Trim
31VTIVanguard Total Stock Mkt ETF-0.2%-6.60%Trim
32BACBank Of America CORP-0.2%-18.78%Trim
33NVDANvidia CORP-0.2%+0.43%Add
34AXPAmerican Express Co-0.2%+0.21%Add
35BRK-BBerkshire Hathaway Inc-cl B-0.3%+0.28%Add
36MSFTMicrosoft CORP-0.3%-1.68%Trim
37VUGVanguard Growth ETF-0.6%-1.33%Trim
38IEZIshares U.s. Oil Equipment &—NEWNew buy
39IYCIshares US Consumer Discreti—EXITSold out
40SOXXIshares Semiconductor ETF—NEWNew buy
41IGVIshares Expanded Tech-softwa—EXITSold out
42COPConocophillips—NEWNew buy
43CMCSAComcast Corp-class A—NEWNew buy
44ADBEAdobe INC—EXITSold out
45ADIAnalog Devices INC—NEWNew buy
46BDXBecton Dickinson And Co—NEWNew buy
47NVSNovartis Ag-sponsored Adr—NEWNew buy
48CITHE Cigna Group—NEWNew buy
49MMM3m Co—EXITSold out
50GLDSpdr Gold Shares—NEWNew buy

FAQ

What is Muirfield Wealth Advisors LLC and what type of investor is it?
Muirfield Wealth Advisors LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $135.9M, spread across 80 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) — $14.6M (10.7%) 2. Berkshire Hathaway Inc-cl B (BRK-B) — $10.0M (7.3%) 3. Vanguard Short-term Treasury (VGSH) — $6.9M (5.0%) 4. Ishares Core S&p Small-cap E (IJR) — $6.7M (4.9%) 5. Vanguard Growth ETF (VUG) — $6.6M (4.8%)
What changes did Muirfield Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Muirfield Wealth Advisors LLC made 48 notable position adjustments: 9 new positions were initiated, 21 existing holdings were added to, 14 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Ishares U.s. Oil Equipment & (IEZ); Sold out: Ishares US Consumer Discreti (IYC); New buy: Ishares Semiconductor ETF (SOXX); Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Conocophillips (COP)
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: • Financials: 41.7% • Information Technology: 31.5% • Communication Services: 14.4% • Consumer Discretionary: 6.0% • Energy: 2.1% • Consumer Staples: 2.1%