Institutions / Muirfield Wealth Advisors LLC
Muirfield Wealth Advisors LLC
CIK 2014898 · Institution · as of Jun 30, 2026
Portfolio value
$153.22M
Positions
87
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$153.22M+12.4%Positions
87+16.0%Top holdings
Jun 30, 2026View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $16.15M | 10.5% |
| Warren E. Buffett | $10.42M | 6.8% |
| iShares Tr | $8.02M | 5.2% |
| Vanguard Index Fds | $8.01M | 5.2% |
| Vanguard Specialized Funds | $7.12M | 4.6% |
| Vanguard Scottsdale Fds | $7.05M | 4.6% |
| iShares Tr | $6.51M | 4.2% |
| iShares Tr | $6.37M | 4.2% |
| NVIDIA Corp | $5.48M | 3.6% |
| Schwab Strategic Tr | $5.19M | 3.4% |
| iShares MSCI UAE ETF | $4.47M | 2.9% |
| First Tr Exchange Traded Fd | $3.92M | 2.6% |
| Royal Bk Cda | $3.59M | 2.3% |
| PIMCO ETF Tr | $3.54M | 2.3% |
| Apple Inc. | $3.36M | 2.2% |
| Schwab Strategic Tr | $3.07M | 2.0% |
| Alphabet Inc. | $2.32M | 1.5% |
| Vanguard Index Fds | $2.14M | 1.4% |
| Vanguard Index Fds | $1.97M | 1.3% |
| Invesco Exch Trd Slf Idx Fd | $1.79M | 1.2% |
| iShares Tr | $1.71M | 1.1% |
| American Express Co | $1.55M | 1.0% |
| First Citizens Bancshares Inc /De | $1.48M | 1.0% |
| Microsoft Corp | $1.43M | 0.9% |
| Meta Platforms Inc | $1.41M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 922908736 | $6.70M | +78K +508.62% | 93,027 5.23% of portfolio | medium |
| Q2 2026 as of | New | 464287523 | $1.71M | +3K | 2,662 1.11% of portfolio | low |
| Q2 2026 as of | New | 464287531 | $1.02M | +9K | 8,540 0.67% of portfolio | low |
| Q2 2026 as of | Exit | 464285204 | $-977.7K | -12K -100.00% | — | low |
| Q2 2026 as of | Add | 922908629 | $952.7K | +12K +361.29% | 15,098 0.79% of portfolio | low |
| Q2 2026 as of | New | 464287713 | $927.4K | +22K | 21,918 0.61% of portfolio | low |
| Q2 2026 as of | Exit | 464287580 | $-856.5K | -8K -100.00% | — | low |
| Q2 2026 as of | Add | 464287440 | $733.7K | +8K +12.71% | 68,793 4.25% of portfolio | low |
| Q2 2026 as of | Add | 464287614 | $695.2K | +6K +269.44% | 7,677 0.62% of portfolio | low |
| Q2 2026 as of | Add | 78462F103 | $633.3K | +848 +143.49% | 1,439 0.70% of portfolio | low |