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 $153.2M across 87 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RSP ($16.1M, 10.54%), BRKB ($10.4M, 6.80%), IJR ($8.0M, 5.24%), VUG ($8.0M, 5.23%), VIG ($7.1M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | $16.1M | 10.54% | 75,902 | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.4M | 6.80% | 20,823 | Trimmed |
| 3 | IJR | ISHARES TR | $8.0M | 5.24% | 54,087 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $8.0M | 5.23% | 93,027 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $7.1M | 4.65% | 30,104 | Added |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | $7.0M | 4.60% | 121,113 | Added |
| 7 | IEF | ISHARES TR | $6.5M | 4.25% | 68,793 | Added |
| 8 | IJH | ISHARES TR | $6.4M | 4.16% | 82,657 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $5.5M | 3.57% | 27,366 | Added |
| 10 | SCHX | SCHWAB STRATEGIC TR | $5.2M | 3.39% | 176,392 | Trimmed |
| 11 | USMV | ISHARES TR | $4.5M | 2.92% | 46,375 | Added |
| 12 | FV | FIRST TR EXCHANGE TRADED FD | $3.9M | 2.56% | 51,617 | Added |
| 13 | RY | ROYAL BK CDA | $3.6M | 2.34% | 17,336 | Added |
| 14 | MINT | PIMCO ETF TR | $3.5M | 2.31% | 35,085 | Added |
| 15 | AAPL | APPLE INC | $3.4M | 2.19% | 11,598 | Trimmed |
| 16 | SCHD | SCHWAB STRATEGIC TR | $3.1M | 2.01% | 96,959 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $2.3M | 1.51% | 6,480 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $2.1M | 1.40% | 5,787 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $2.0M | 1.28% | 6,483 | Added |
| 20 | OMFL | INVESCO EXCH TRD SLF IDX FD | $1.8M | 1.17% | 26,168 | Trimmed |
| 21 | SOXX | ISHARES TR | $1.7M | 1.11% | 2,662 | Added |
| 22 | AXP | AMERICAN EXPRESS CO | $1.5M | 1.01% | 4,581 | Trimmed |
| 23 | FCNCA | FIRST CTZNS BANCSHARES INC D | $1.5M | 0.96% | 709 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.4M | 0.93% | 3,823 | Trimmed |
| 25 | META | META PLATFORMS INC | $1.4M | 0.92% | 2,498 | Added |
Source: SEC Form 13F filings · as of 2026-06-30