MUIRFIELD WEALTH ADVISORS LLC
CIK: 0002014898SEC EDGAR →
Portfolio Value
$136.3M
Holdings
75
As of
Q4 2025
New Positions
6
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 76,998 | $14.7M | 10.82% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 20,783 | $10.4M | 7.66% |
| 3 | VANGUARD INDEX FDS | 15,285 | $7.5M | 5.47% |
| 4 | VANGUARD SCOTTSDALE FDS | 117,368 | $6.9M | 5.06% |
| 5 | VANGUARD SPECIALIZED FUNDS | 29,942 | $6.6M | 4.83% |
| 6 | ISHARES TR | 54,095 | $6.5M | 4.77% |
| 7 | ISHARES TR | 61,035 | $5.9M | 4.31% |
| 8 | ISHARES TR | 82,099 | $5.4M | 3.98% |
| 9 | NVIDIA CORPORATION | 27,174 | $5.1M | 3.72% |
| 10 | SCHWAB STRATEGIC TR | 180,497 | $4.9M | 3.56% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $98.6M | 72.3% |
| Unknown | 5 | $16.0M | 11.7% |
| Technology | 8 | $12.5M | 9.2% |
| Communication Services | 4 | $4.4M | 3.3% |
| Consumer Cyclical | 4 | $2.3M | 1.7% |
| Industrials | 5 | $1.3M | 1.0% |
| Utilities | 1 | $362K | 0.3% |
| Consumer Defensive | 1 | $243K | 0.2% |
| Energy | 1 | $227K | 0.2% |
| Healthcare | 1 | $222K | 0.2% |