MUIRFIELD WEALTH ADVISORS LLC
CIK 0002014898 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.2M
2026 Q2
Positions
87
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RSP
INVESCO EXCHANGE TRADED FD T
10.5%
BRK-B
BERKSHIRE HATHAWAY INC DEL
6.8%
IJR
ISHARES TR
5.2%
VUG
VANGUARD INDEX FDS
5.2%
VIG
VANGUARD SPECIALIZED FUNDS
4.6%
VGSH
VANGUARD SCOTTSDALE FDS
4.6%
IEF
ISHARES TR
4.2%
IJH
ISHARES TR
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.