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Muirfield Wealth Advisors Llc

Portfolio Manager
Muirfield Wealth Advisors Llc
Performance
-2.83% (2026 Q1)
AUM (13F)
$135.90M
# of Holdings
80
Performance Rank
Allocation (Top 20)
72.64%

Muirfield Wealth Advisors Llc Holdings Map

Top 50 Muirfield Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO EXCHANGE TRADED FD T
10.72%75.9K$14.6M
-1.44%(-1.10K)
2025-Q1: 77.4K shares2025-Q2: 77.4K shares2025-Q3: 78.5K shares2025-Q4: 77.0K shares2026-Q1: 75.9K shares
$151.74(+33.73%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
7.35%20.8K$10.0M
+0.28%(+59)
2025-Q1: 14.7K shares2025-Q2: 14.7K shares2025-Q3: 14.9K shares2025-Q4: 20.8K shares2026-Q1: 20.8K shares
$409.41(+18.59%)
2026-03-31
VGSH
VANGUARD SCOTTSDALE FDS
5.04%117.1K$6.9M
-0.22%(-261)
2025-Q1: 163.6K shares2025-Q2: 119.6K shares2025-Q3: 119.6K shares2025-Q4: 117.4K shares2026-Q1: 117.1K shares
$57.99(+0.48%)
2026-03-31
IJR
ISHARES TR
4.92%53.8K$6.7M
-0.59%(-317)
2025-Q1: 50.4K shares2025-Q2: 54.6K shares2025-Q3: 55.3K shares2025-Q4: 54.1K shares2026-Q1: 53.8K shares
$102.35(+32.17%)
2026-03-31
VUG
VANGUARD INDEX FDS
4.85%15.1K$6.6M
-1.33%(-203)
2025-Q1: 12.6K shares2025-Q2: 15.5K shares2025-Q3: 15.6K shares2025-Q4: 15.3K shares2026-Q1: 15.1K shares
$52.37(+67.10%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
4.73%29.9K$6.4M
-0.17%(-51)
2025-Q1: 31.2K shares2025-Q2: 30.8K shares2025-Q3: 31.0K shares2025-Q4: 29.9K shares2026-Q1: 29.9K shares
$163.42(+39.94%)
2026-03-31
IEF
ISHARES TR
4.6%65.5K$6.3M
+7.37%(+4.50K)
2025-Q1: 0 shares2025-Q2: 56.2K shares2025-Q3: 59.3K shares2025-Q4: 61.0K shares2026-Q1: 65.5K shares
$95.51(-1.25%)
2026-03-31
IJH
ISHARES TR
4.05%81.6K$5.5M
-0.66%(-545)
2025-Q1: 83.6K shares2025-Q2: 84.9K shares2025-Q3: 85.9K shares2025-Q4: 82.1K shares2026-Q1: 81.6K shares
$52.96(+38.08%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.5%27.3K$4.8M
+0.43%(+117)
2025-Q1: 29.0K shares2025-Q2: 29.0K shares2025-Q3: 29.1K shares2025-Q4: 27.2K shares2026-Q1: 27.3K shares
$53.28(+323.84%)
2026-03-31
SCHX
SCHWAB STRATEGIC TR
3.38%179.3K$4.6M
-0.64%(-1.16K)
2025-Q1: 340.3K shares2025-Q2: 187.7K shares2025-Q3: 186.1K shares2025-Q4: 180.5K shares2026-Q1: 179.3K shares
$17.93(+62.69%)
2026-03-31

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