Muirfield Wealth Advisors LLC holds a focused book of 87 reported positions worth $153.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares US DGTL Infra & R/e and trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Invesco S&P 500 Equal Weight at 11% of the reported non-option book. Cloning the disclosed picks since 2025 would be +8% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Muirfield Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +10.8%, a 2.5-point gap that is the cost of the ~38-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Muirfield Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Muirfield Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.4B |
| Swiss Re Ltd | 35 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $241.4M |
| Avalon Advisory Group | 8 / 80 | $236.8M |
| Daniel Investment Group, Inc. | 14 / 80 | $134.3M |
| Summa Corp. | 28 / 80 | $245.6M |
| Marest Capital, LLC | 11 / 80 | $153.1M |
| Financial Avengers, Inc. | 25 / 80 | $183.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Muirfield Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 EQL WGT | $16.1M | 75.9K | 10.5% | ▲~0% Added · +9 sh | |
| 2 | Berkshire Hathaway Inc Del CL B NEW | $10.4M | 20.8K | 6.8% | ▼−0.1% Reduced · −19 sh | |
| 3 | Ishares TR CORE S&P SCP ETF | $8.0M | 54.1K | 5.2% | ▲+0.6% Added · +309 sh | |
| 4 | Vanguard Index FDS GROWTH ETF | $8.0M | 93.0K | 5.2% | ▲+517% Added · +78K sh | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $7.1M | 30.1K | 4.6% | ▲+0.7% Added · +213 sh | |
| 6 | Vanguard Scottsdale FDS SHORT TERM TREAS | $7.0M | 121.1K | 4.6% | ▲+3.4% Added · +4K sh | |
| 7 | Ishares TR 7-10 YR TRSY BD | $6.5M | 68.8K | 4.2% | ▲+5.0% Added · +3K sh | |
| 8 | Ishares TR CORE S&P MCP ETF | $6.4M | 82.7K | 4.2% | ▲+1.4% Added · +1K sh | |
| 9 | Nvidia Corporation COM | $5.5M | 27.4K | 3.6% | ▲+0.3% Added · +75 sh | |
| 10 | Schwab Strategic TR US LRG CAP ETF | $5.2M | 176.4K | 3.4% | ▼−1.6% Reduced · −3K sh | |
| 11 | Ishares TR MSCI USA MIN ETF | $4.5M | 46.4K | 2.9% | ▲+3.7% Added · +2K sh | |
| 12 | First TR Exchange Traded FD DORSEY WRT 5 ETF | $3.9M | 51.6K | 2.6% | ▲+1.0% Added · +533 sh | |
| 13 | Royal BK Cda COM | $3.6M | 17.3K | 2.3% | ▲+0.5% Added · +91 sh | |
| 14 | Pimco ETF TR ENHAN SHRT MA AC | $3.5M | 35.1K | 2.3% | ▲+4.8% Added · +2K sh | |
| 15 | Apple Inc COM | $3.4M | 11.6K | 2.2% | ▼−1.7% Reduced · −203 sh | |
| 16 | Schwab Strategic TR US DIVIDEND EQ | $3.1M | 97.0K | 2.0% | ▼−0.3% Reduced · −308 sh | |
| 17 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 1.5% | ▼−1.5% Reduced · −97 sh | |
| 18 | Vanguard Index FDS TOTAL STK MKT | $2.1M | 5.8K | 1.4% | ▼−8.5% Reduced · −537 sh | |
| 19 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.5K | 1.3% | ▲+3.8% Added · +238 sh | |
| 20 | Invesco Exch TRD SLF Idx FD RUSL 1000 DYNM | $1.8M | 26.2K | 1.2% | ▼−0.8% Reduced · −220 sh | |
| 21 | Ishares TR ISHARES SEMICDTR | $1.7M | 2.7K | 1.1% | ▲+3.6% Added · +93 sh | |
| 22 | American Express Co COM | $1.5M | 4.6K | 1.0% | ▼−2.2% Reduced · −102 sh | |
| 23 | First CTZNS Bancshares Inc D CL A | $1.5M | 709 | 1.0% | ▼−0.3% Reduced · −2 sh | |
| 24 | Microsoft Corp COM | $1.4M | 3.8K | 0.9% | ▼−0.9% Reduced · −34 sh | |
| 25 | Meta Platforms Inc CL A | $1.4M | 2.5K | 0.9% | ▲+0.8% Added · +19 sh | |
| 26 | Wisdomtree TR US QTLY DIV GRT | $1.2M | 13.0K | 0.8% | ▲+0.3% Added · +40 sh | |
| 27 | Ishares TR US AER DEF ETF | $1.2M | 5.1K | 0.8% | ▲+6.8% Added · +324 sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $1.2M | 15.1K | 0.8% | ▲+316% Added · +11K sh | |
| 29 | Ishares TR CORE S&P500 ETF | $1.2M | 1.6K | 0.8% | ▲+6.6% Added · +97 sh | |
| 30 | Ishares TR US INDUSTRIALS | $1.1M | 6.8K | 0.7% | ▲+7.2% Added · +457 sh | |
| 31 | Raymond James Finl Inc COM | $1.1M | 7.5K | 0.7% | ▲+0.4% Added · +27 sh | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $1.1M | 1.4K | 0.7% | ▼−0.1% Reduced · −2 sh | |
| 33 | Ishares TR US BR DEL SE ETF | $1.1M | 6.1K | 0.7% | ▲+6.8% Added · +385 sh | |
| 34 | Janus Detroit STR TR HENDRSN SHRT ETF | $1.1M | 21.7K | 0.7% | ▲+19% Added · +3K sh | |
| 35 | Amazon Com Inc COM | $1.0M | 4.3K | 0.7% | ▲+2.5% Added · +107 sh | |
| 36 | Ishares TR US DIGI REAL ETF | $1.0M | 8.5K | 0.7% | ▲New New position | |
| 37 | BlackRock ETF Trust ISHARES INTL DIV | $1.0M | 33.8K | 0.7% | ▲+4.4% Added · +1K sh | |
| 38 | Ishares TR RUS 1000 GRW ETF | $953K | 7.7K | 0.6% | ▲+300% Added · +6K sh | |
| 39 | Janus Detroit STR TR HENDRSON AAA CL | $947K | 18.7K | 0.6% | ▲+13% Added · +2K sh | |
| 40 | Ishares TR US TELECOM ETF | $927K | 21.9K | 0.6% | ▲New New position | |
| 41 | Pacer FDS TR US LRG CP CASH | $927K | 23.1K | 0.6% | ▲+2.5% Added · +570 sh | |
| 42 | Vanguard Whitehall FDS INTL DVD ETF | $903K | 9.7K | 0.6% | ▲+0.5% Added · +50 sh | |
| 43 | Global X FDS ADAPTIVE US | $795K | 16.3K | 0.5% | ▲+0.2% Added · +38 sh | |
| 44 | Ishares Silver TR ISHARES | $791K | 14.8K | 0.5% | —Held | |
| 45 | Tesla Inc COM | $789K | 1.9K | 0.5% | —Held | |
| 46 | Bank Of Amer Corp COM | $781K | 13.7K | 0.5% | ▼−4.0% Reduced · −575 sh | |
| 47 | Schwab Strategic TR US BRD MKT ETF | $770K | 26.6K | 0.5% | ▼−8.1% Reduced · −2K sh | |
| 48 | Applied Matls Inc COM | $709K | 981 | 0.5% | ▼−11% Reduced · −118 sh | |
| 49 | JPMorgan Chase & Co COM | $595K | 1.8K | 0.4% | ▲+1.4% Added · +26 sh | |
| 50 | Amplify ETF TR CWP ENHANCED DIV | $590K | 12.9K | 0.4% | ▲+1.2% Added · +150 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2014898/holdings"
Use Arkolith to show MUIRFIELD WEALTH ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.