MUIRFIELD WEALTH ADVISORS LLC
•CIK: 2014898•Filing: Q4 2025
**MUIRFIELD WEALTH ADVISORS LLC** manages $136M across a diversified portfolio of 75 positions. The strategy shows significant allocation to broad market indices and established value names, notably holding $14.7M in RSP and $10.4M in BRK/B. Further concentration is evident in growth and sector-specific ETFs, including $7.5M in VUG and $6.9M in VGSH. This positioning suggests a balanced approach targeting core market exposure alongside targeted sector overweighting.
Total AUM
$136.3M
QoQ Performance
+1.1%
Positions
57
Top 10 Concentration
54.2%
Latest Filing
Q4 2025
Top Holdings Allocation
RSP
BRK/B
VUG
VGSH
RSP10.8%
BRK/B7.7%
VUG5.5%
VGSH5.1%
VIG4.8%
IJR4.8%
IEF4.3%
IJH4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.2%
Technology11.2%
Financial11.0%
Consumer1.5%
ETF1.0%
Industrial0.3%
Utilities0.3%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑28 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023