StockDriftsStockDriftsTop 50 Muirfield Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 10.54% | 75.9K | $16.1M | +0.01%(+9) | $151.75(+45.51%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.8% | 20.8K | $10.4M | -0.09%(-19) | $409.41(+27.83%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.24% | 54.1K | $8.0M | +0.57%(+309) | $102.54(+45.07%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 5.23% | 93.0K | $8.0M | +2.80%(+2.54K) | $53.07(+67.82%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.65% | 30.1K | $7.1M | +0.71%(+213) | $163.84(+50.52%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.6% | 121.1K | $7.0M | +3.42%(+4.01K) | $58.03(+0.03%) | 2026-06-30 | |
| IEF | ISHARES TR | 4.25% | 68.8K | $6.5M | +4.97%(+3.26K) | $95.48(-2.57%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.16% | 82.7K | $6.4M | +1.35%(+1.10K) | $53.21(+46.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.57% | 27.4K | $5.5M | +0.27%(+75) | $53.64(+311.03%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.39% | 176.4K | $5.2M | -1.64%(-2.94K) | $17.93(+70.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.14% |
Muirfield Wealth Advisors LLC reports $153.22M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are RSP (10.5%), BRK.B (6.8%) and IJR (5.2%). The top 20 holdings account for 72.12% of reported assets. Its disclosed equity book has returned +39.60% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Muirfield Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014898). View Muirfield Wealth Advisors LLC’s 13F filings on SEC