MUIRFIELD WEALTH ADVISORS LLC - Portfolio overview
MUIRFIELD WEALTH ADVISORS LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-04-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Financial Services and Technology.
Largest reported holdings by portfolio allocation
- RSP - INVESCO EXCHANGE TRADED FD T, 10.27%
- BRKB - BERKSHIRE HATHAWAY INC DEL, 7.04%
- VGSH - VANGUARD SCOTTSDALE FDS, 4.83%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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