§ 13F · FUND PROFILE
MUIRFIELD WEALTH ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $135M (13F)Positions · 73Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 76K | $15M | 10.7% | −1% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 21K | $10M | 7.3% | ±0% |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 117K | $7M | 5.0% | ±0% |
| 4 | IJR | ISHARES TR | 54K | $7M | 4.9% | −1% |
| 5 | VUG | VANGUARD INDEX FDS | 15K | $7M | 4.8% | −1% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 30K | $6M | 4.7% | ±0% |
| 7 | IEF | ISHARES TR | 66K | $6M | 4.6% | +7% |
| 8 | IJH | ISHARES TR | 82K | $6M | 4.1% | −1% |
| 9 | NVDA | NVIDIA CORPORATION | 27K | $5M | 3.5% | ±0% |
| 10 | SCHX | SCHWAB STRATEGIC TR | 179K | $5M | 3.4% | −1% |
§ 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 $135 million in assets. The fund runs a portfolio of 73 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed