Muirfield-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "RJF",
  null,
  null,
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  null,
  "DBEF",
  "DUK",
  null,
  "UNP",
  "QCOM",
  "META",
  "IJH",
  null,
  null,
  null,
  null,
  "MSFT",
  "FCNCA",
  "IJR",
  "VHT",
  "IWF",
  "VGSH",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  "VZ",
  "RY",
  null,
  "SCHX",
  "TFC",
  "VO",
  "VIG",
  "TT",
  "FI",
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  "VUG",
  null,
  "VB",
  "V",
  null,
  null,
  "SCHD",
  "SO",
  "CRM",
  null,
  "BAC",
  "BRK-A",
  "BRK-B",
  "RSP",
  "USMV",
  "TSLA",
  null,
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 68
Total Value: 117748896
Accession Number: 0001951757-25-000356
Form Type: 13F-HR
CIK: muirfield-wealth-advisors
Manager Name: Muirfield-Wealth-Advisors

Data Enrichment

72% identified

49 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

68 positions • $117.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

46137V357

RSP|46137V357

Shares:77.4K

Value:$13.4M

% of Portfolio:11.4% ($13.4M/$117.7M)

92206C102

VGSH|92206C102

Shares:163.6K

Value:$9.6M

% of Portfolio:8.2% ($9.6M/$117.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.7K

Value:$7.8M

% of Portfolio:6.6% ($7.8M/$117.7M)

808524201

SCHX|808524201

Shares:340.3K

Value:$7.5M

% of Portfolio:6.4% ($7.5M/$117.7M)

921908844

VIG|921908844

Shares:31.2K

Value:$6.0M

% of Portfolio:5.1% ($6.0M/$117.7M)

464287804

IJR|464287804

Shares:50.4K

Value:$5.3M

% of Portfolio:4.5% ($5.3M/$117.7M)

464287507

IJH|464287507

Shares:83.6K

Value:$4.9M

% of Portfolio:4.1% ($4.9M/$117.7M)

922908736

VUG|922908736

Shares:12.6K

Value:$4.7M

% of Portfolio:4.0% ($4.7M/$117.7M)

46429B697

USMV|46429B697

Shares:39.8K

Value:$3.7M

% of Portfolio:3.2% ($3.7M/$117.7M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:4

Value:$3.2M

% of Portfolio:2.7% ($3.2M/$117.7M)

72201R833

Shares:31.2K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$117.7M)

NVIDIA CORP

NVDA|67066G104

Shares:29.0K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$117.7M)

Apple Inc.

AAPL|037833100

Shares:14.1K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$117.7M)

33738R605

Shares:49.3K

Value:$2.7M

% of Portfolio:2.3% ($2.7M/$117.7M)

808524797

SCHD|808524797

Shares:82.6K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$117.7M)

ROYAL BANK OF CANADA

RY|780087102

Shares:16.8K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$117.7M)

464287226

Shares:19.1K

Value:$1.9M

% of Portfolio:1.6% ($1.9M/$117.7M)

MICROSOFT CORP

MSFT|594918104

Shares:4.4K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$117.7M)

922908769

VTI|922908769

Shares:5.7K

Value:$1.6M

% of Portfolio:1.3% ($1.6M/$117.7M)

Meta Platforms, Inc.

META|30303M102

Shares:2.5K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$117.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(RSPcusip46137V357)	77.4K	QoQ -0.79% (-617) YoY +3.45% (+2.6K)	All Managers (Combined)	$13.4M	11.4% ($13.4M/$117.7M)	QoQ -1.92% (-$262.9K) YoY +5.81% (+$736.1K)
(VGSHcusip92206C102)	163.6K	QoQ +0.53% (+868) YoY +6.18% (+9.5K)	All Managers (Combined)	$9.6M	8.2% ($9.6M/$117.7M)	QoQ +1.41% (+$134.0K) YoY +7.31% (+$654.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.7K	QoQ +8.46% (+1.1K) YoY +22.36% (+2.7K)	All Managers (Combined)	$7.8M	6.6% ($7.8M/$117.7M)	QoQ +27.44% (+$1.7M) YoY +54.97% (+$2.8M)
(SCHXcusip808524201)	340.3K	QoQ -2.30% (-8.0K) YoY +192.15% (+223.8K)	All Managers (Combined)	$7.5M	6.4% ($7.5M/$117.7M)	QoQ -6.94% (-$560.7K) YoY +3.94% (+$285.1K)
(VIGcusip921908844)	31.2K	QoQ -0.83% (-263) YoY -1.45% (-460)	All Managers (Combined)	$6.0M	5.1% ($6.0M/$117.7M)	QoQ -1.76% (-$108.8K) YoY +4.68% (-$270.8K)
(IJRcusip464287804)	50.4K	QoQ -0.77% (-394) YoY +4.17% (-2.0K)	All Managers (Combined)	$5.3M	4.5% ($5.3M/$117.7M)	QoQ -9.94% (-$582.3K) YoY -1.42% (-$76.4K)
(IJHcusip464287507)	83.6K	QoQ -0.37% (-312) YoY -2.25% (-1.9K)	All Managers (Combined)	$4.9M	4.1% ($4.9M/$117.7M)	QoQ -6.70% (-$350.6K) YoY -6.10% (-$317.2K)
(VUGcusip922908736)	12.6K	QoQ -3.23% (-422) YoY -7.26% (-988)	All Managers (Combined)	$4.7M	4.0% ($4.7M/$117.7M)	QoQ -12.57% (-$673.0K) YoY -0.08% (-$4.0K)
(USMVcusip46429B697)	39.8K	QoQ -1.65% (-669) YoY -0.59% (-240)	All Managers (Combined)	$3.7M	3.2% ($3.7M/$117.7M)	QoQ +3.74% (-$134.5K) YoY +11.38% (-$381.3K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	4	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.2M	2.7% ($3.2M/$117.7M)	QoQ +17.25% (+$470.1K) YoY +25.84% (+$656.0K)
(cusip72201R833)✕	31.2K	QoQ +1.77% (+546) YoY +14.62% (+4.0K)	All Managers (Combined)	$3.1M	2.7% ($3.1M/$117.7M)	QoQ +2.06% (+$63.6K) YoY +14.72% (+$403.5K)
NVIDIA CORP(NVDAcusip67066G104)	29.0K	QoQ -0.50% (-147) YoY +836.85% (+25.9K)	All Managers (Combined)	$3.1M	2.7% ($3.1M/$117.7M)	QoQ -19.70% (-$770.5K) YoY +12.37% (+$345.9K)
Apple Inc.(AAPLcusip037833100)	14.1K	QoQ +0.39% (-55) YoY +37.94% (+3.9K)	All Managers (Combined)	$3.1M	2.7% ($3.1M/$117.7M)	QoQ -10.95% (-$384.0K) YoY +78.70% (+$1.4M)
(cusip33738R605)✕	49.3K	QoQ -3.31% (-1.7K) YoY -0.46% (-233)	All Managers (Combined)	$2.7M	2.3% ($2.7M/$117.7M)	QoQ -10.18% (-$307.1K) YoY -4.59% (-$130.3K)
(SCHDcusip808524797)	82.6K	QoQ +0.13% (+110) YoY +209.75% (+55.9K)	All Managers (Combined)	$2.3M	2.0% ($2.3M/$117.7M)	QoQ +2.47% (+$55.9K) YoY +7.41% (+$159.4K)
ROYAL BANK OF CANADA(RYcusip780087102)	16.8K	QoQ +0.73% (-122) YoY +2.85% (+466)	All Managers (Combined)	$1.9M	1.6% ($1.9M/$117.7M)	QoQ -5.77% (-$116.1K) YoY +14.92% (+$246.0K)
(cusip464287226)✕	19.1K	QoQ NEW(+19.1K) YoY NEW(+19.1K)	All Managers (Combined)	$1.9M	1.6% ($1.9M/$117.7M)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
MICROSOFT CORP(MSFTcusip594918104)	4.4K	QoQ +0.40% (-18) YoY +29.89% (+1.0K)	All Managers (Combined)	$1.7M	1.4% ($1.7M/$117.7M)	QoQ -10.56% (-$197.2K) YoY +15.89% (+$228.9K)
(VTIcusip922908769)	5.7K	QoQ -9.17% (-575) YoY -2.16% (-126)	All Managers (Combined)	$1.6M	1.3% ($1.6M/$117.7M)	QoQ -13.86% (-$251.8K) YoY +3.45% (-$52.2K)
Meta Platforms, Inc.(METAcusip30303M102)	2.5K	QoQ -1.49% (-38) YoY +14.31% (+314)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$117.7M)	QoQ -3.03% (-$45.3K) YoY +35.65% (+$379.9K)