Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MUIRFIELD WEALTH ADVISORS LLC (CIK 2014898) reported $135.9M across 80 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RSP ($14.6M, 10.72%), BRK/B ($10.0M, 7.35%), VGSH ($6.9M, 5.04%), IJR ($6.7M, 4.92%), VUG ($6.6M, 4.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $14.6M | 10.72% | 75,893 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.0M | 7.35% | 20,842 | Added |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $6.9M | 5.04% | 117,107 | Trimmed |
| 4 | IJR | ISHARES TR | $6.7M | 4.92% | 53,778 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $6.6M | 4.85% | 15,082 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 4.73% | 29,891 | Trimmed |
| 7 | IEF | ISHARES TR | $6.3M | 4.60% | 65,535 | Added |
| 8 | IJH | ISHARES TR | $5.5M | 4.05% | 81,554 | Trimmed |
| 9 | NVDA | NVIDIA CORPORATION | $4.8M | 3.50% | 27,291 | Added |
| 10 | SCHX | SCHWAB STRATEGIC TR | $4.6M | 3.38% | 179,336 | Trimmed |
| 11 | USMV | ISHARES TR | $4.1M | 3.05% | 44,726 | Added |
| 12 | MINT | PIMCO ETF TR | $3.4M | 2.48% | 33,476 | Added |
| 13 | FV | FIRST TR EXCHANGE TRADED FD | $3.1M | 2.27% | 51,084 | Trimmed |
| 14 | AAPL | APPLE INC | $3.0M | 2.20% | 11,801 | Trimmed |
| 15 | SCHD | SCHWAB STRATEGIC TR | $3.0M | 2.20% | 97,267 | Added |
| 16 | RY | ROYAL BK CDA | $2.8M | 2.05% | 17,245 | Added |
| 17 | VTI | VANGUARD INDEX FDS | $2.0M | 1.49% | 6,324 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $1.9M | 1.39% | 6,577 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $1.6M | 1.20% | 6,245 | Added |
| 20 | OMFL | INVESCO EXCH TRD SLF IDX FD | $1.6M | 1.17% | 26,388 | Added |
| 21 | MSFT | MICROSOFT CORP | $1.4M | 1.05% | 3,857 | Trimmed |
| 22 | AXP | AMERICAN EXPRESS CO | $1.4M | 1.04% | 4,683 | Added |
| 23 | META | META PLATFORMS INC | $1.4M | 1.04% | 2,479 | Added |
| 24 | FCNCA | FIRST CTZNS BANCSHARES INC D | $1.3M | 0.99% | 711 | Hold |
| 25 | DGRW | WISDOMTREE TR | $1.1M | 0.84% | 13,006 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31