account_balance

Investment manager · 13F filer · SEC CIK 2014898

Muirfield Wealth Advisors LLC

Reported value$153Mas of Sep 30, 2026
Positions86 7 new, 8 sold out
Top 10 weight51.7%RSP alone is 10%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RSP Invesco Exchange Traded Fd T 10.3% Held
BRK-B Berkshire Hathaway Inc 6.8% Held
VUG Vanguard Index FDS 5.5% Held
IJR iShares Tr 4.8% Held
VIG Vanguard Specialized Funds 4.6% Held
VGSH Vanguard Scottsdale FDS 4.5% Held
NVDA NVIDIA Corp 4.1% Held
IJH iShares Tr 3.9% Held
IEF iShares Tr 3.8% Trimmed −6%
SCHX Schwab Strategic Tr 3.5% Held
USMV iShares Tr 2.9% Held
AAPL Apple Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • IBB $1.1M
  • IEO $1M
  • VXF $879K
  • CRM $251K
arrow_upwardAdded
  • JAAA +38%
  • ICE +16%
  • DUK +9%
  • MINT +5%
arrow_downwardTrimmed
  • SOXX −22%
  • IEF −6%
  • VNLA −6%
  • BAC −4%
remove_circleSold out
  • ITA $1.23M
  • IYJ $1.14M
  • XOM $312K
  • GD $280K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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