MUIRFIELD WEALTH ADVISORS LLC

CIK 0002014898 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

MUIRFIELD WEALTH ADVISORS LLC reported 87 positions worth $153.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: RSP (10.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.2M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.4%
Est. Net Flow (Q)
2026 Q2
10 / 87 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1RSPINVESCO EXCHANGE TRADED FD TSH$16.1M10.54%75,902
2BRK-BBERKSHIRE HATHAWAY INC DELSH$10.4M6.80%20,823
3IJRISHARES TRSH$8.0M5.24%54,087
4VUGVANGUARD INDEX FDSSH$8.0M5.23%93,027
5VIGVANGUARD SPECIALIZED FUNDSSH$7.1M4.65%30,104
6VGSHVANGUARD SCOTTSDALE FDSSH$7.0M4.60%121,113
7IEFISHARES TRSH$6.5M4.25%68,793
8IJHISHARES TRSH$6.4M4.16%82,657
9NVDANVIDIA CORPORATIONSH$5.5M3.57%27,366
10SCHXSCHWAB STRATEGIC TRSH$5.2M3.39%176,392

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MUIRFIELD WEALTH ADVISORS LLC hold as of Q2 2026?

MUIRFIELD WEALTH ADVISORS LLC reported 87 positions worth $153.2M in its Q2 2026 13F filing. Largest positions: RSP (10.5%), BRK-B (6.8%), IJR (5.2%), VUG (5.2%) and VIG (4.6%).

What did MUIRFIELD WEALTH ADVISORS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MUIRFIELD WEALTH ADVISORS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.