Skip to main content
Livermore
Livermore
ZHEN

Muirfield Wealth Advisors LLC

SEC CIK
0002014898
Latest filing
Aug 7, 2026

The latest 13F from Muirfield Wealth Advisors LLC covers Q2 2026 (filed Aug 7, 2026): 87 long positions worth $153.2M. The top 10 holdings make up 52.4% of the portfolio, and the largest is Invesco Exchange Traded FD T at 10.5%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
11
Est. +$4.08M
Added
48
Est. +$2.44M
Reduced
22
Est. −$845.8K
Sold out
4
Est. −$2.45M

Top 5 holdings

Share of this quarter's portfolio value

  1. Invesco Exchange Traded FD T46137V357
    10.5%$16.1M
  2. BRK.BBerkshire Hathaway Inc
    6.8%$10.4MHistory
  3. iShares Core S&P Small Cap ETF464287804
    5.2%$8.02M
  4. Vanguard Morningstar Growth ETF922908736
    5.2%$8.01M
  5. Vanguard Dividend Appreciation ETF921908844
    4.6%$7.12M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr464287531
    +$1.02MNew
  2. iShares Tr464287713
    +$927.4KNew
  3. AMDAdvanced Micro Devices Inc
    +$329.4KNewHistory
  4. iShares Tr464287440
    +$308.1KAdded
  5. iShares Tr464287515
    +$267.4KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287531
    +0.67 pp0.0% → 0.7%
  2. iShares Tr464287713
    +0.61 pp0.0% → 0.6%
  3. iShares Semiconductor ETF464287523
    +0.49 pp0.6% → 1.1%
  4. Vanguard Morningstar Growth ETF922908736
    +0.38 pp4.8% → 5.2%
  5. iShares Core S&P Small Cap ETF464287804
    +0.32 pp4.9% → 5.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. IAUiShares Gold Trust
    −$1.11MSold outHistory
  2. iShares Tr464288844
    −$911.7KSold out
  3. CRMSalesforce, Inc.
    −$230.3KSold outHistory
  4. GLDSPDR Gold Trust
    −$203.1KSold outHistory
  5. Vanguard Morningstar Total Stock Market ETF922908769
    −$198.7KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IAUiShares Gold Trust
    −0.81 pp0.8% → 0.0%History
  2. iShares Tr464288844
    −0.67 pp0.7% → 0.0%
  3. BRK.BBerkshire Hathaway Inc
    −0.55 pp7.3% → 6.8%History
  4. Schwab US Dividend Equity ETF808524797
    −0.19 pp2.2% → 2.0%
  5. CRMSalesforce, Inc.
    −0.17 pp0.2% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$153.2M
+$17.3M (+12.7%) vs. prior quarter
Positions
87
+7 vs. prior quarter
Top 10 concentration
52.4%
Top 10 as share of value
Turnover
2.3%
Q2 2026, one quarter
Average holding period
9.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $153.2M (Q2 2026)

Q4 2023: $94.4MQ1 2024: $103.8MQ2 2024: $106.5MQ3 2024: $117.7MQ4 2024: $121.3MQ1 2025: $117.7MQ2 2025: $125.6MQ3 2025: $134.9MQ4 2025: $136.3MQ1 2026: $135.9MQ2 2026: $153.2M
Q4 2023Q2 2026
13F filings of Muirfield Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 202687$153.2MInvesco Exchange Traded FD TBRK.BiShares Core S&P Small Cap ETFvs. Q1 2026SEC
Q1 2026Apr 22, 202680$135.9MInvesco Exchange Traded FD TBRK.BVanguard Scottsdale FDSvs. Q4 2025SEC
Q4 2025Feb 6, 202675$136.3MInvesco Exchange Traded FD TBRK.BVanguard Morningstar Growth ETFvs. Q3 2025SEC
Q3 2025Nov 12, 202573$134.9MInvesco Exchange Traded FD TVanguard Morningstar Growth ETFBRK.Bvs. Q2 2025SEC
Q2 2025Jul 25, 202570$125.6MInvesco Exchange Traded FD TBRK.BVanguard Scottsdale FDSvs. Q1 2025SEC
Q1 2025Apr 14, 202568$117.7MInvesco Exchange Traded FD TVanguard Scottsdale FDSBRK.Bvs. Q4 2024SEC
Q4 2024Jan 24, 202566$121.3MInvesco Exchange Traded FD TVanguard Scottsdale FDSSchwab U.S. Large-Cap ETFvs. Q3 2024SEC
Q3 2024Oct 11, 202461$117.7MInvesco Exchange Traded FD TVanguard Scottsdale FDSSchwab U.S. Large-Cap ETFvs. Q2 2024SEC
Q2 2024Jul 12, 202459$106.5MInvesco Exchange Traded FD TVanguard Scottsdale FDSSchwab U.S. Large-Cap ETFvs. Q1 2024SEC
Q1 2024Apr 22, 202460$103.8MInvesco Exchange Traded FD TVanguard Scottsdale FDSSchwab U.S. Large-Cap ETFvs. Q4 2023SEC
Q4 2023Mar 14, 202458$94.4MInvesco Exchange Traded FD TVanguard Scottsdale FDSSchwab U.S. Large-Cap ETF–SEC