Top 50 Muirfield Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | 10.72% | 75.9K | $14.6M | -1.44%(-1.10K) | $151.74(+33.73%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.35% | 20.8K | $10.0M | +0.28%(+59) | $409.41(+18.59%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 5.04% | 117.1K | $6.9M | -0.22%(-261) | $57.99(+0.48%) | 2026-03-31 | |
| IJR | ISHARES TR | 4.92% | 53.8K | $6.7M | -0.59%(-317) | $102.35(+32.17%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 4.85% | 15.1K | $6.6M | -1.33%(-203) | $52.37(+67.10%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 4.73% | 29.9K | $6.4M | -0.17%(-51) | $163.42(+39.94%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.6% | 65.5K | $6.3M | +7.37%(+4.50K) | $95.51(-1.25%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.05% | 81.6K | $5.5M | -0.66%(-545) | $52.96(+38.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.5% | 27.3K | $4.8M | +0.43%(+117) | $53.28(+323.84%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 3.38% | 179.3K | $4.6M | -0.64%(-1.16K) | $17.93(+62.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.90% |
| Top 20 Holdings Unweighted | +13.91% | +47.81% |
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