Muirfield Wealth Advisors LLC
88 holdingsFiling period: 2026-06-30Current AUM: $154.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco Exchange Traded FD T | 75.9K | $16.1M | $16.4M | 10.59% | +9 | 2026-06-30 |
| 2 | BRK-B | Berkshire Hathaway Inc Del | 20.8K | $10.4M | $10.4M | 6.73% | -19 | 2026-06-30 |
| 3 | IJR | iShares TR | 54.1K | $8.0M | $7.4M | 4.81% | +309 | 2026-06-30 |
| 4 | VUG | Vanguard Index Fds | 93.0K | $8.0M | $8.2M | 5.33% | +77.9K | 2026-06-30 |
| 5 | VIG | Vanguard Specialized Funds | 30.1K | $7.1M | $7.3M | 4.73% | +213 | 2026-06-30 |
| 6 | VGSH | Vanguard Scottsdale Fds | 121.1K | $7.0M | $7.0M | 4.51% | +4.0K | 2026-06-30 |
| 7 | IEF | iShares TR | 68.8K | $6.5M | $6.2M | 4.01% | +3.3K | 2026-06-30 |
| 8 | IJH | iShares TR | 82.7K | $6.4M | $6.0M | 3.90% | +1.1K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 27.4K | $5.5M | $5.9M | 3.83% | +75 | 2026-06-30 |
| 10 | SCHX | Schwab Strategic TR | 176.4K | $5.2M | $5.3M | 3.45% | -2,944 | 2026-06-30 |
| 11 | USMV | iShares TR | 46.4K | $4.5M | $4.7M | 3.07% | +1.6K | 2026-06-30 |
| 12 | FV | First TR Exchange Traded FD | 51.6K | $3.9M | $3.8M | 2.49% | +533 | 2026-06-30 |
| 13 | RY | Royal BK Cda | 17.3K | $3.6M | $3.4M | 2.23% | +91 | 2026-06-30 |
| 14 | MINT | PIMCO ETF TR | 35.1K | $3.5M | $3.5M | 2.28% | +1.6K | 2026-06-30 |
| 15 | AAPL | Apple Inc | 11.6K | $3.4M | $3.9M | 2.54% | -203 | 2026-06-30 |
| 16 | SCHD | Schwab Strategic TR | 97.0K | $3.1M | $3.4M | 2.17% | -308 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 6.5K | $2.3M | $2.2M | 1.42% | -97 | 2026-06-30 |
| 18 | VTI | Vanguard Index Fds | 5.8K | $2.1M | $2.2M | 1.41% | -537 | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 6.5K | $2.0M | $1.9M | 1.21% | +238 | 2026-06-30 |
| 20 | OMFL | Invesco Exch Trd Slf Idx FD | 26.2K | $1.8M | $1.9M | 1.21% | -220 | 2026-06-30 |
| 21 | SOXX | iShares TR | 2.7K | $1.7M | $1.3M | 0.86% | +93 | 2026-06-30 |
| 22 | AXP | American Express Co | 4.6K | $1.5M | $1.5M | 0.94% | -102 | 2026-06-30 |
| 23 | FCNCA | First Ctzns Bancshares Inc D | 709 | $1.5M | $1.5M | 0.97% | -2 | 2026-06-30 |
| 24 | MSFT | Microsoft Corp | 3.8K | $1.4M | $2.0M | 1.31% | -34 | 2026-06-30 |
| 25 | META | Meta Platforms Inc | 2.5K | $1.4M | $1.7M | 1.12% | +19 | 2026-06-30 |
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