Titelia

Holdings of MUIRFIELD WEALTH ADVISORS LLC

74 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 56.7 % of the equity sleeve

Sector breakdown

  • Funds 15.8 %
  • Financials 11.5 %
  • Technology 8.1 %
  • Communication 3.7 %
  • Consumer discretionary 2.8 %
  • Health care 0.7 %
  • Industrials 0.6 %
  • Energy 0.5 %
  • Consumer staples 0.5 %
  • Utilities 0.3 %
  • Unattributed 55.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US74127.4M $100.00 %

Positions

RankCompanySharesValueWeight
1Invesco S&P 500 Equal Weight ETF 75,89314.6M $
2Berkshire Hathaway Inc 20,84210M $
3Vanguard Scottsdale Funds 117,1076.9M $
4iShares Core S&P Small-Cap ETF 53,7786.7M $
5Vanguard Growth ETF 15,0826.6M $
6VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 29,8916.4M $
7iShares Trust 65,5356.3M $
8iShares Core S&P Mid-Cap ETF 81,5545.5M $
9NVIDIA Corp 27,2914.8M $
10Schwab U.S. Large-Cap ETF 179,3364.6M $
11iShares MSCI USA Min Vol Factor ETF 44,7264.1M $
12PIMCO Enhanced Short Maturity 33,4763.4M $
13Apple Inc 11,8013M $
14Schwab US Dividend Equity ETF 97,2673M $
15Vanguard Total Stock Market ETF 6,3242M $
16Alphabet Inc 6,5771.9M $
17Vanguard Small-Cap ETF 6,2451.6M $
18Invesco Russell 1000 Dynamic Multifactor ETF 26,3881.6M $
19Microsoft Corp 3,8571.4M $
20Meta Platforms Inc 2,4791.4M $
21American Express Co 4,6831.4M $
22First Citizens BancShares Inc/NC 7111.3M $
23WisdomTree Trust 13,0061.1M $
24Ishares Gold Trust 12,5551.1M $
25Raymond James Financial Inc 7,4371.1M $
26Vanguard Mid-Cap ETF 3,6311M $
27iShares Trust 4,7401M $
28iShares Silver Trust 14,7931M $
29iShares Core S&P 500 ETF 1,474962.8K $
30iShares Trust 6,356937.8K $
31State Street SPDR S&P 500 ETF Trust 1,441937.4K $
32iShares U.S. Broker-Dealers & Securities Exchanges ETF 5,668930.6K $
33iShares Trust 31,491911.7K $
34Janus Henderson Short Duration 18,259892.1K $
35Amazon.com Inc 4,201874.9K $
36Vanguard International Dividend Appreciation ETF 9,616850.6K $
37iShares Trust 2,569844.4K $
38Janus Detroit Street Trust 16,547833.5K $
39iShares Russell 1000 Growth ETF 1,918817.8K $
40Global X Funds 16,227784.6K $
41Schwab US Broad Market ETF 28,940726.4K $
42Tesla Inc 1,875697K $
43Bank of America Corp 14,276695.9K $
44VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 7,442589.9K $
45JPMorgan Chase & Co 1,793527.5K $
46Alphabet Inc 1,547443.9K $
47Philip Morris International Inc. 2,632435.2K $
48Visa Inc 1,339404.8K $
49Booking Holdings Inc 94394.8K $
50Vanguard World Fund 1,426388.4K $
51Exxon Mobil Corp 2,267384.6K $
52Applied Materials Inc 1,099375.6K $
53Duke Energy Corp 2,845372.5K $
54Charles Schwab Corp/The 3,828359.7K $
55AT&T Inc 12,230354.6K $
56Curtiss-Wright Corp 464316.1K $
57ConocoPhillips 2,364312.1K $
58Comcast Corp 10,530302.3K $
59Verizon Communications Inc 5,998301.1K $
60Vanguard FTSE Developed Markets ETF 4,405282.3K $
61QUALCOMM Inc 2,155277.5K $
62General Dynamics Corp 786269.6K $
63Merck & Co Inc 2,135256.8K $
64Procter & Gamble Co/The 1,700245.5K $
65Analog Devices Inc 727231.4K $
66Salesforce Inc 1,234230.3K $
67Union Pacific Corp 943228.8K $
68TJX Cos Inc/The 1,432228.8K $
69Wells Fargo & Co 2,848226.7K $
70Becton Dickinson & Co 1,357213.4K $
71Novartis AG 1,371209.5K $
72Cigna Group/The 784209.1K $
73JPMorgan Ultra-Short Income ETF 4,071206K $
74SPDR Gold Shares 472203.1K $