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Muirfield Wealth Advisors

Latest statistics and disclosures from Muirfield Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RSP, VUG, BRK.B, VGSH, VIG, and represent 32.32% of Muirfield Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CI, IEF, VEA, GOOG, IWD, TJX, RSP, MMM, IWF, MINT.
Started 6 new stock positions in GOOG, TJX, CI, MMM, VEA, IWD.
Reduced shares in these 10 stocks: AAPL, , SO, PM, VHT, SCHX, UNP, CRM, TSLA, DUK.
Sold out of its positions in MRK, PM, SO.
Muirfield Wealth Advisors was a net buyer of stock by $1.9M.
Muirfield Wealth Advisors has $135M in assets under management (AUM), dropping by 7.35%.
Central Index Key (CIK): 0002014898

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Portfolio Holdings for Muirfield Wealth Advisors

Muirfield Wealth Advisors holds 73 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	11.0	$15M		79k	189.70	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$7.5M		16k	479.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.5	$7.5M		15k	502.74	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	5.2	$7.0M		120k	58.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.0	$6.7M		31k	215.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.9	$6.6M		55k	118.83	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.2	$5.7M	+5%	59k	96.46	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.2	$5.6M		86k	65.26	View chart
NVIDIA Corporation (NVDA)	4.0	$5.4M		29k	186.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.6	$4.9M		186k	26.34	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.8	$3.8M	+2%	40k	95.14	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.5	$3.3M	+3%	33k	100.69	View chart
Apple (AAPL)	2.4	$3.2M	-9%	13k	254.63	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	2.4	$3.2M		52k	61.92	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.2	$3.0M		4.00	754200.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$2.7M		100k	27.30	View chart
Rbc Cad (RY)	1.9	$2.5M		17k	147.32	View chart
Microsoft Corporation (MSFT)	1.8	$2.4M	+2%	4.6k	517.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.3M		7.1k	328.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$2.0M		8.1k	243.09	View chart
Meta Platforms Cl A (META)	1.4	$1.9M		2.5k	734.33	View chart
American Express Company (AXP)	1.2	$1.6M		4.8k	332.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$1.6M		6.1k	254.27	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.1	$1.5M		26k	60.26	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.9	$1.3M		710.00	1788.99	View chart
Amazon (AMZN)	0.9	$1.2M	+3%	5.6k	219.57	View chart
Raymond James Financial (RJF)	0.9	$1.2M		6.8k	172.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.8	$1.1M		13k	88.96	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$1.1M	+16%	2.3k	468.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$981k		1.5k	669.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$944k		3.2k	293.70	View chart
Bank of America Corporation (BAC)	0.7	$940k		18k	51.59	View chart
Tesla Motors (TSLA)	0.7	$910k	-3%	2.0k	444.72	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	0.6	$873k		31k	27.99	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$827k		9.2k	89.57	View chart
Global X Fds Adaptive Us (AUSF)	0.6	$809k		17k	46.51	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$803k		31k	25.71	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.6	$788k		22k	36.30	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.6	$758k		3.6k	209.28	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.5	$712k		4.0k	176.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$693k	+7%	9.5k	72.77	View chart
Ishares Tr Expanded Tech (IGV)	0.5	$681k		5.9k	115.01	View chart
Ishares Tr Us Consum Discre (IYC)	0.5	$662k		6.3k	104.79	View chart
Ishares Tr Us Industrials (IYJ)	0.5	$640k		4.4k	145.88	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.4	$589k		4.4k	134.04	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$575k	+2%	11k	50.78	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$547k		12k	44.57	View chart
JPMorgan Chase & Co. (JPM)	0.4	$518k	+3%	1.6k	315.52	View chart
Visa Com Cl A (V)	0.4	$501k		1.5k	341.43	View chart
Trane Technologies SHS (TT)	0.4	$487k	+6%	1.2k	422.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$467k	+10%	5.8k	79.93	View chart
Vanguard World Health Car Etf (VHT)	0.3	$433k	-20%	1.7k	259.52	View chart
Duke Energy Corp Com New (DUK)	0.3	$405k	-2%	3.3k	123.76	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.3	$400k	+34%	8.1k	49.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$398k		597.00	666.26	View chart
Qualcomm (QCOM)	0.3	$364k	+3%	2.2k	166.32	View chart
At&t (T)	0.3	$360k		13k	28.24	View chart
salesforce (CRM)	0.2	$309k	-10%	1.3k	237.07	View chart
Cigna Corp (CI)	0.2	$302k	NEW	1.0k	288.25	View chart
Adobe Systems Incorporated (ADBE)	0.2	$284k		806.00	352.75	View chart
Procter & Gamble Company (PG)	0.2	$271k	+3%	1.8k	153.65	View chart
Verizon Communications (VZ)	0.2	$262k		6.0k	43.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$259k	NEW	4.3k	59.92	View chart
Truist Financial Corp equities (TFC)	0.2	$259k		5.7k	45.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$254k	NEW	1.0k	243.45	View chart
Curtiss-Wright (CW)	0.2	$252k		464.00	542.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$251k	NEW	1.2k	203.66	View chart
Booking Holdings (BKNG)	0.2	$235k	+10%	44.00	5339.59	View chart
TJX Companies (TJX)	0.2	$232k	NEW	1.6k	144.54	View chart
Charles Schwab Corporation (SCHW)	0.2	$224k	+3%	2.3k	95.48	View chart
Union Pacific Corporation (UNP)	0.2	$223k	-15%	941.00	236.49	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$217k		4.3k	50.73	View chart
3M Company (MMM)	0.1	$202k	NEW	1.3k	155.16	View chart

Past Filings by Muirfield Wealth Advisors

SEC 13F filings are viewable for Muirfield Wealth Advisors going back to 2023

Muirfield Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Muirfield Wealth Advisors 2025 Q2 filed July 25, 2025
Muirfield Wealth Advisors 2025 Q1 filed April 14, 2025
Muirfield Wealth Advisors 2024 Q4 filed Jan. 24, 2025
Muirfield Wealth Advisors 2024 Q3 filed Oct. 11, 2024
Muirfield Wealth Advisors 2024 Q2 filed July 12, 2024
Muirfield Wealth Advisors 2024 Q1 filed April 22, 2024
Muirfield Wealth Advisors 2023 Q4 filed March 14, 2024

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