§ 13F · FUND PROFILE
MUIRFIELD WEALTH ADVISORS LLC.
AUM · $153M (13F)Positions · 87Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 76K | $16M | 10.5% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $10M | 6.8% | ±0% |
| 3 | IJR | ISHARES TR | 54K | $8M | 5.2% | +1% |
| 4 | VUG | VANGUARD INDEX FDS | 93K | $8M | 5.2% | +517% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 30K | $7M | 4.6% | +1% |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 121K | $7M | 4.6% | +3% |
| 7 | IEF | ISHARES TR | 69K | $7M | 4.2% | +5% |
| 8 | IJH | ISHARES TR | 83K | $6M | 4.2% | +1% |
| 9 | NVDA | NVIDIA CORPORATION | 27K | $5M | 3.6% | ±0% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 176K | $5M | 3.4% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUIRFIELD SIGNAL
AC read
MUIRFIELD WEALTH ADVISORS LLC is a Other fund managing $153 million in assets. The fund runs a portfolio of 87 positions.
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