Muirfield Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$135.9M
Q ending 2026-03-31
Prior quarter
$136.3M
Q ending 2025-12-31
Change
-0.3% QoQ · +15.4% YoY
Positions
80
reported holdings
Largest positions
All 80 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Invesco Exchange Traded Fd T | RSP | Shares | $14.6M | 76K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $10.0M | 21K |
| Vanguard Scottsdale Fds | VGSH | Shares | $6.9M | 117K |
| Ishares Tr | IJR | Shares | $6.7M | 54K |
| Vanguard Index Fds | VUG | Shares | $6.6M | 15K |
| Vanguard Specialized Funds | VIG | Shares | $6.4M | 30K |
| Ishares Tr | IEF | Shares | $6.3M | 66K |
| Ishares Tr | IJH | Shares | $5.5M | 82K |
| Nvidia Corporation | NVDA | Shares | $4.8M | 27K |
| Schwab Strategic Tr | SCHX | Shares | $4.6M | 179K |
| Ishares Tr | USMV | Shares | $4.1M | 45K |
| Pimco Etf Tr | MINT | Shares | $3.4M | 33K |
| First Tr Exchange Traded Fd | FV | Shares | $3.1M | 51K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Schwab Strategic Tr | SCHD | Shares | $3.0M | 97K |
| Royal Bk Cda | RY | Shares | $2.8M | 17K |
| Vanguard Index Fds | VTI | Shares | $2.0M | 6K |
| Alphabet Inc | GOOGL | Shares | $1.9M | 7K |
| Vanguard Index Fds | VB | Shares | $1.6M | 6K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $1.6M | 26K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Meta Platforms Inc | META | Shares | $1.4M | 2K |
| American Express Co | AXP | Shares | $1.4M | 5K |
| First Ctzns Bancshares Inc D | FCNCA | Shares | $1.3M | 711 |
| Wisdomtree Tr | DGRW | Shares | $1.1M | 13K |
| Ishares Gold Tr | IAU | Shares | $1.1M | 13K |
| Raymond James Finl Inc | RJF | Shares | $1.1M | 7K |
| Vanguard Index Fds | VO | Shares | $1.0M | 4K |
| Ishares Tr | ITA | Shares | $1.0M | 5K |
| Ishares Silver Tr | SLV | Shares | $1.0M | 15K |
| Ishares Tr | IVV | Shares | $963K | 1K |
| Ishares Tr | IYJ | Shares | $938K | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $937K | 1K |
| Ishares Tr | IAI | Shares | $931K | 6K |
| Blackrock Etf Trust | BIDD | Shares | $919K | 32K |
| Ishares Tr | IEZ | Shares | $912K | 31K |
| Janus Detroit Str Tr | VNLA | Shares | $892K | 18K |
| Amazon Com Inc | AMZN | Shares | $875K | 4K |
| Vanguard Whitehall Fds | VIGI | Shares | $851K | 10K |
| Ishares Tr | SOXX | Shares | $844K | 3K |
| Janus Detroit Str Tr | JAAA | Shares | $833K | 17K |
| Ishares Tr | IWF | Shares | $818K | 2K |
| Global X Fds | AUSF | Shares | $785K | 16K |
| Pacer Fds Tr | COWG | Shares | $760K | 23K |
| Schwab Strategic Tr | SCHB | Shares | $726K | 29K |
| Tesla Inc | TSLA | Shares | $697K | 2K |
| Bank America Corp | BAC | Shares | $696K | 14K |
| Vanguard Scottsdale Fds | VCSH | Shares | $590K | 7K |
| Amplify Etf Tr | DIVO | Shares | $573K | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $527K | 2K |
| Alphabet Inc | GOOG | Shares | $444K | 2K |
| Philip Morris Intl Inc | PM | Shares | $435K | 3K |
| Trane Technologies Plc | Shares | $414K | 992 | |
| Visa Inc | V | Shares | $405K | 1K |
| Booking Holdings Inc | BKNG | Shares | $395K | 94 |
| Vanguard World Fd | VHT | Shares | $388K | 1K |
| Exxon Mobil Corp | XOM | Shares | $385K | 2K |
| Applied Matls Inc | AMAT | Shares | $376K | 1K |
| Duke Energy Corp New | DUK | Shares | $372K | 3K |
| Schwab Charles Corp | SCHW | Shares | $360K | 4K |
| At&T Inc | T | Shares | $355K | 12K |
| Curtiss Wright Corp | CW | Shares | $316K | 464 |
| Conocophillips | COP | Shares | $312K | 2K |
| Comcast Corp New | CMCSA | Shares | $302K | 11K |
| Verizon Communications Inc | VZ | Shares | $301K | 6K |
| Vanguard Tax-Managed Fds | VEA | Shares | $282K | 4K |
| Qualcomm Inc | QCOM | Shares | $278K | 2K |
| General Dynamics Corp | GD | Shares | $270K | 786 |
| Merck & Co Inc | MRK | Shares | $257K | 2K |
| Procter & Gamble Co | PG | Shares | $246K | 2K |
| Analog Devices Inc | ADI | Shares | $231K | 727 |
| Salesforce Inc | CRM | Shares | $230K | 1K |
| Union Pac Corp | UNP | Shares | $229K | 943 |
| Tjx Cos Inc New | TJX | Shares | $229K | 1K |
| Wells Fargo & Co | WFC | Shares | $227K | 3K |
| Becton Dickinson & Co | BDX | Shares | $213K | 1K |
| Novartis Ag | NVS | Shares | $209K | 1K |
| The Cigna Group | CI | Shares | $209K | 784 |
| J P Morgan Exchange Traded F | JPST | Shares | $206K | 4K |
| Spdr Gold Tr | GLD | Shares | $203K | 472 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.