Muirfield Wealth Advisors LLC reported 46 positions worth $45.97M for the quarter ended Jun 30, 2026, up 8.9% on the prior quarter. It opened 6 new positions, added to 20, trimmed 15 and exited 3. Its largest holding is Berkshire Hathaway Inc at 22.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +567 | – | $329.38K | 0.716% |
| BNY Bank of New York Mellon Corp | +1,659 | – | $239.95K | 0.522% |
| ICE Intercontinental Exchange, Inc. | +1,929 | – | $237.50K | 0.517% |
| ELV Elevance Health, Inc. | +586 | – | $226.80K | 0.493% |
| MMM 3M Co | +1,312 | – | $212.43K | 0.462% |
| GEV GE Vernova Inc. | +170 | – | $200.08K | 0.435% |
| V Visa Inc. | +165 | +12.3% | $56.60K | 1.12% |
| BDX Becton Dickinson & Co | +354 | +26.1% | $53.57K | 0.563% |
| TT Trane Technologies plc | +64 | +6.5% | $31.44K | 1.13% |
| COP Conocophillips | +267 | +11.3% | $27.76K | 0.595% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IAU Ishares Gold Trust | -12.6K | -100.0% | $1.11M | Exited |
| CRM Salesforce, Inc. | -1,234 | -100.0% | $230.32K | Exited |
| GLD Spdr Gold Trust | -472 | -100.0% | $203.10K | Exited |
| AMAT Applied Materials Inc | -118 | -10.7% | $85.30K | 1.54% |
| AAPL Apple Inc. | -203 | -1.7% | $58.74K | 7.3% |
| PM Philip Morris International Inc. | -272 | -10.3% | $49.21K | 0.929% |
| GOOG Alphabet Inc. | -115 | -7.4% | $40.64K | 1.1% |
| GOOGL Alphabet Inc. | -97 | -1.5% | $34.66K | 5.04% |
| AXP American Express Co | -102 | -2.2% | $34.50K | 3.37% |
| BAC Bank Of America Corp | -575 | -4.0% | $32.76K | 1.7% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +567 | $329.38K | 0.716% |
| BNY Bank of New York Mellon Corp | +1,659 | $239.95K | 0.522% |
| ICE Intercontinental Exchange, Inc. | +1,929 | $237.50K | 0.517% |
| ELV Elevance Health, Inc. | +586 | $226.80K | 0.493% |
| MMM 3M Co | +1,312 | $212.43K | 0.462% |
| GEV GE Vernova Inc. | +170 | $200.08K | 0.435% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 20.8K | $10.42M | 22.67% | -19 | -0.1% | Reduced | 0% |
| 2 | NVDA Nvidia Corp | Technology | 27.4K | $5.48M | 11.91% | +75 | +0.3% | Added | 0% |
| 3 | RY Royal Bank Of Canada | Financial Services | 17.3K | $3.59M | 7.8% | +91 | +0.5% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 11.6K | $3.36M | 7.3% | -203 | -1.7% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 6,480 | $2.32M | 5.04% | -97 | -1.5% | Reduced | 0% |
| 6 | AXP American Express Co | Financial Services | 4,581 | $1.55M | 3.37% | -102 | -2.2% | Reduced | 0% |
| 7 | FCNCA First Citizens Bancshares Inc | Financial Services | 709 | $1.48M | 3.21% | -2 | -0.3% | Reduced | 0.01% |
| 8 | MSFT Microsoft Corp | Technology | 3,823 | $1.43M | 3.1% | -34 | -0.9% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 2,498 | $1.41M | 3.06% | +19 | +0.8% | Added | 0% |
| 10 | RJF Raymond James Financial Inc | Financial Services | 7,464 | $1.13M | 2.47% | +27 | +0.4% | Added | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 4,308 | $1.03M | 2.23% | +107 | +2.5% | Added | 0% |
| 12 | SLV iShares Silver Trust | Others | 14.8K | $790.98K | 1.72% | 0 | 0.0% | Unchanged | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 1,875 | $788.63K | 1.72% | 0 | 0.0% | Unchanged | 0% |
| 14 | BAC Bank Of America Corp | Financial Services | 13.7K | $780.70K | 1.7% | -575 | -4.0% | Reduced | 0% |
| 15 | AMAT Applied Materials Inc | Technology | 981 | $709.13K | 1.54% | -118 | -10.7% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Muirfield Wealth Advisors.
As of its Q2 2026 13F filing, Muirfield Wealth Advisors LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 22.7%, Nvidia Corp (NVDA) at 11.9%, Royal Bank Of Canada (RY) at 7.8%, Apple Inc. (AAPL) at 7.3%, Alphabet Inc. (GOOGL) at 5.0% of the reported portfolio.
Muirfield Wealth Advisors LLC reported a 13F portfolio worth $45.97M across 46 positions for Q2 2026. That is up 8.9% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($329.38K), Bank of New York Mellon Corp ($239.95K), Intercontinental Exchange, Inc. ($237.50K). It opened 6 new positions.
Its largest sales by value were Ishares Gold Trust ($1.11M), Salesforce, Inc. ($230.32K), Spdr Gold Trust ($203.10K). It exited 3 positions entirely.
From the Form 13F-HR reports Muirfield Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.