Muirfield Wealth Advisors LLC ETF holdings
Charlotte, NC
Reported $108.0M in 42 ETFs in its Form 13F for June 30, 2026.
ETF value
$108.0M
ETFs held
42
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
70.5%
of $153.2M
Top 10 of 42 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RSP | Invesco S&P 500 Equal Weight ETF | $16.1M | 75,902 | +9 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.0M | 54,087 | +309 shares |
| VUG | Vanguard Morningstar Growth ETF | $8.0M | 93,027 | +77,945 shares |
| VIG | Vanguard Dividend Appreciation ETF | $7.1M | 30,104 | +213 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $7.0M | 121,113 | +4,006 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $6.5M | 68,793 | +3,258 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $6.4M | 82,657 | +1,103 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $5.2M | 176,392 | −2,944 shares |
| USMV | iShares MSCI USA Min Vol Factor ETF | $4.5M | 46,375 | +1,649 shares |
| FV | First Trust Dorsey Wright Focus 5 ETF | $3.9M | 51,617 | +533 shares |
32 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002014898. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Muirfield Wealth Advisors LLC own?
Muirfield Wealth Advisors LLC reported 42 ETF positions worth $108.0M in its Form 13F for June 30, 2026. The largest was RSP, at $16.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.