MUIRFIELD WEALTH ADVISORS LLC
81 holdingsFiling period: 2026-03-31Current AUM: $149.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 75.9K | $14.6M | $16.3M | 10.89% | -1,105 | 2026-03-31 |
| 2 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 20.8K | $10.0M | $10.0M | 6.67% | +59 | 2026-03-31 |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | 117.1K | $6.9M | $6.8M | 4.54% | -261 | 2026-03-31 |
| 4 | IJR | ISHARES TR | 53.8K | $6.7M | $7.8M | 5.22% | -317 | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 15.1K | $6.6M | $7.7M | 5.15% | -203 | 2026-03-31 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 29.9K | $6.4M | $7.1M | 4.77% | -51 | 2026-03-31 |
| 7 | IEF | ISHARES TR | 65.5K | $6.3M | $6.1M | 4.07% | +4.5K | 2026-03-31 |
| 8 | IJH | ISHARES TR | 81.6K | $5.5M | $6.1M | 4.10% | -545 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 27.3K | $4.8M | $5.5M | 3.66% | +117 | 2026-03-31 |
| 10 | SCHX | SCHWAB STRATEGIC TR | 179.3K | $4.6M | $5.3M | 3.52% | -1,161 | 2026-03-31 |
| 11 | USMV | ISHARES TR | 44.7K | $4.1M | $4.4M | 2.92% | +4.5K | 2026-03-31 |
| 12 | MINT | PIMCO ETF TR | 33.5K | $3.4M | $3.4M | 2.25% | +441 | 2026-03-31 |
| 13 | FV | FIRST TR EXCHANGE TRADED FD | 51.1K | $3.1M | $3.6M | 2.37% | -528 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 11.8K | $3.0M | $3.6M | 2.43% | -18 | 2026-03-31 |
| 15 | SCHD | SCHWAB STRATEGIC TR | 97.3K | $3.0M | $3.3M | 2.17% | +637 | 2026-03-31 |
| 16 | RY | ROYAL BK CDA | 17.2K | $2.8M | $3.6M | 2.41% | +101 | 2026-03-31 |
| 17 | VTI | VANGUARD INDEX FDS | 6.3K | $2.0M | $2.3M | 1.55% | -447 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 6.6K | $1.9M | $2.3M | 1.56% | -133 | 2026-03-31 |
| 19 | VB | VANGUARD INDEX FDS | 6.2K | $1.6M | $1.8M | 1.23% | +359 | 2026-03-31 |
| 20 | OMFL | INVESCO EXCH TRD SLF IDX FD | 26.4K | $1.6M | $1.8M | 1.22% | +259 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 3.9K | $1.4M | $1.8M | 1.20% | -66 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 2.5K | $1.4M | $1.4M | 0.92% | +80 | 2026-03-31 |
| 23 | AXP | AMERICAN EXPRESS CO | 4.7K | $1.4M | $1.6M | 1.05% | +10 | 2026-03-31 |
| 24 | FCNCA | FIRST CTZNS BANCSHARES INC D | 711 | $1.3M | $1.6M | 1.04% | -- | 2026-03-31 |
| 25 | DGRW | WISDOMTREE TR | 13.0K | $1.1M | $1.3M | 0.84% | -2 | 2026-03-31 |
← Scroll →
Page 1 of 4