MUIRFIELD WEALTH ADVISORS LLC: 13F holdings
CIK 20148982026Q2
| Positions | 87 |
|---|
| Reported value | $153.2m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 87 (+7 vs prior quarter) |
|---|
| Reported value | $153.2m (+12.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RSP INVESCO EXCHANGE TRADED FD T | 75,902 | $16.1m | 10.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 20,823 | $10.4m | 6.8% |
| IJR ISHARES TR | 54,087 | $8.0m | 5.2% |
| VUG VANGUARD INDEX FDS | 93,027 | $8.0m | 5.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 30,104 | $7.1m | 4.6% |
| VGSH VANGUARD SCOTTSDALE FDS | 121,113 | $7.0m | 4.6% |
| IEF ISHARES TR | 68,793 | $6.5m | 4.2% |
| IJH ISHARES TR | 82,657 | $6.4m | 4.2% |
| NVDA NVIDIA CORPORATION | 27,366 | $5.5m | 3.6% |
| SCHX SCHWAB STRATEGIC TR | 176,392 | $5.2m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2014898")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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