DOSSIER · 13F-HR · Q2 2026

MUIRFIELD WEALTH ADVISORS LLC

$153M in tracked AUM across 87 positions as of Q2 2026.

MW
CIK 0002014898 · last filed Jun 30, 2026
Total AUM
$153M
as of Q2 2026
Holdings
87
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

MUIRFIELD WEALTH ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSP
INVESCO EXCHANGE TRADED FD T
$16M76K10.5%
02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$10M21K6.8%
03
IJR
ISHARES TR
$8M54K5.2%
04
VUG
VANGUARD INDEX FDS
$8M93K5.2%
05
VIG
VANGUARD SPECIALIZED FUNDS
$7M30K4.6%
06
VGSH
VANGUARD SCOTTSDALE FDS
$7M121K4.6%
07
IEF
ISHARES TR
$7M69K4.2%
08
IJH
ISHARES TR
$6M83K4.2%
09
NVDA
NVIDIA CORPORATION
$5M27K3.6%
10
SCHX
SCHWAB STRATEGIC TR
$5M176K3.4%

Filing history

2026Q2Jun 30
$153M 12.7%
87 positionsView →
2026Q1Mar 31
$136M 0.3%
80 positionsView →
2025Q4Dec 31
$136M 1.1%
75 positionsView →
2025Q3Sep 30
$135M 7.3%
73 positionsView →
2025Q2Jun 30
$126M 6.7%
70 positionsLocked
2025Q1Mar 31
$118M 2.9%
68 positionsLocked
2024Q4Dec 31
$121M 3.1%
66 positionsLocked
2024Q3Sep 30
$118M 10.5%
61 positionsLocked
2024Q2Jun 30
$107M 2.6%
59 positionsLocked
2024Q1Mar 31
$104M 10.0%
60 positionsLocked
2023Q4Dec 31
$94M
58 positionsLocked