Institutional Fund
Muirfield Wealth Advisors LLC
Charlotte, NCCIK 20148985 filings on record
Portfolio Value
$135.90M
Q1 2026
Holdings
80
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-0.3%
from $136.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T10.7%
- Berkshire Hathaway Inc Del7.3%
- Vanguard Scottsdale Fds5.0%
- Ishares Tr4.9%
- Vanguard Index Fds4.8%
- Vanguard Specialized Funds4.7%
- Other62.4%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 75.9K | $14.57M | 10.7% | −1.1K | Reduced |
| 2 | Berkshire Hathaway Inc Del | 20.8K | $9.99M | 7.3% | +59 | Added |
| 3 | Vanguard Scottsdale Fds | 117.1K | $6.86M | 5.0% | −261 | Reduced |
| 4 | Ishares Tr | 53.8K | $6.69M | 4.9% | −317 | Reduced |
| 5 | Vanguard Index Fds | 15.1K | $6.59M | 4.8% | −203 | Reduced |
| 6 | Vanguard Specialized Funds | 29.9K | $6.43M | 4.7% | −51 | Reduced |
| 7 | Ishares Tr | 65.5K | $6.25M | 4.6% | +4.5K | Added |
| 8 | Ishares Tr | 81.6K | $5.51M | 4.1% | −545 | Reduced |
| 9 | Nvidia Corporation | 27.3K | $4.76M | 3.5% | +117 | Added |
| 10 | Schwab Strategic Tr | 179.3K | $4.60M | 3.4% | −1.2K | Reduced |
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