Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $126 Billion
  • Q2 2025

Muirfield Wealth Advisors LLC has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $14.1B, Berkshire Hathaway Inc Class B with a value of $7.16B, Vanguard with a value of $7.03B, Vanguard Growth ETF with a value of $6.79B, and Vanguard Dividend Appreciation with a value of $6.3B.

Examining the 13F form we can see an increase of $7.88B in the current position value, from $118B to 126B.

Muirfield Wealth Advisors LLC is based out at Charlotte, NC

Below you can find more details about Muirfield Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $86.4 Billion
Financial Services: $18.5 Billion
Technology: $10.8 Billion
Communication Services: $3.9 Billion
Consumer Cyclical: $2.1 Billion
Industrials: $957 Million
Utilities: $599 Million
Consumer Defensive: $472 Million
Other: $297 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$606B
$7.16 Billion 5.7% of portfolio
14,740
Q2 2025 Added 0.42%
$455B
$4.58 Billion 3.64% of portfolio
28,979
Q2 2025 Added 0.01%
$419B
$2.92 Billion 2.32% of portfolio
4
Q4 2023 New
$3.69T
$2.9 Billion 2.31% of portfolio
14,143
Q2 2025 Added 0.61%
$3.89T
$2.23 Billion 1.77% of portfolio
4,476
Q2 2025 Added 0.7%
$1.71T
$1.86 Billion 1.48% of portfolio
2,518
Q2 2025 Added 0.4%
$222B
$1.52 Billion 1.21% of portfolio
4,766
Q2 2025 Added 0.29%
$1.17T
$1.43 Billion 1.14% of portfolio
8,092
Q2 2025 Added 0.43%
$2.27T
$1.19 Billion 0.95% of portfolio
5,418
Q2 2025 Reduced 0.5%
$369B
$863 Million 0.69% of portfolio
18,243
Q2 2025 Added 1.54%
$1.04T
$672 Million 0.54% of portfolio
2,117
Q1 2025 Added 2.07%
$551B
$520 Million 0.41% of portfolio
1,464
Q2 2025 Added 5.86%
$847B
$460 Million 0.37% of portfolio
1,586
Q2 2025 Added 5.24%
$241B
$396 Million 0.32% of portfolio
1,453
Q2 2025 Reduced 1.62%
$200B
$365 Million 0.29% of portfolio
12,620
Q2 2025 Added 1.01%
$204B
$297 Million 0.24% of portfolio
3,746
Q2 2025 Added 0.97%
$215B
$234 Million 0.19% of portfolio
40
Q2 2025 New
$264B
$201 Million 0.16% of portfolio
1,104
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $126 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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