Muirfield Wealth Advisors
Latest statistics and disclosures from Muirfield Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RSP, BRK.B, VUG, VGSH, VIG, and represent 33.85% of Muirfield Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, SLV, PM, WFC, AMAT, GD, XOM, MRK, IYJ, ITA.
- Started 7 new stock positions in GD, MRK, XOM, WFC, PM, AMAT, SLV.
- Reduced shares in these 10 stocks: BRK.A, IAK, GOOGL, AMZN, NVDA, MSFT, CI, RSP, TFC, IWD.
- Sold out of its positions in BRK.A, CI, IWD, IAK, TFC.
- Muirfield Wealth Advisors was a net seller of stock by $-825k.
- Muirfield Wealth Advisors has $136M in assets under management (AUM), dropping by 1.05%.
- Central Index Key (CIK): 0002014898
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Portfolio Holdings for Muirfield Wealth Advisors
Muirfield Wealth Advisors holds 75 positions in its portfolio as reported in the December 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) | 10.8 | $15M | 77k | 191.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.7 | $10M | +39% | 21k | 502.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 5.5 | $7.5M | -2% | 15k | 487.85 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $6.9M | 117k | 58.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 4.8 | $6.6M | -3% | 30k | 219.78 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.8 | $6.5M | -2% | 54k | 120.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 4.3 | $5.9M | +2% | 61k | 96.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.0 | $5.4M | -4% | 82k | 66.00 |
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| NVIDIA Corporation (NVDA) | 3.7 | $5.1M | -6% | 27k | 186.50 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.6 | $4.9M | -3% | 181k | 26.91 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 2.8 | $3.8M | 40k | 94.16 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.4 | $3.3M | 33k | 100.34 |
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| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 2.4 | $3.2M | 52k | 62.92 |
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| Apple (AAPL) | 2.4 | $3.2M | -7% | 12k | 271.85 |
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| Rbc Cad (RY) | 2.1 | $2.9M | 17k | 170.49 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $2.7M | -3% | 97k | 27.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $2.3M | -4% | 6.8k | 335.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $2.1M | -16% | 6.7k | 313.01 |
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| Microsoft Corporation (MSFT) | 1.4 | $1.9M | -14% | 3.9k | 483.62 |
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| American Express Company (AXP) | 1.3 | $1.7M | -2% | 4.7k | 369.93 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.2 | $1.6M | 26k | 61.13 |
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| Meta Platforms Cl A (META) | 1.2 | $1.6M | -5% | 2.4k | 659.97 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 1.1 | $1.5M | 711.00 | 2145.14 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.1 | $1.5M | -3% | 5.9k | 257.95 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $1.2M | 13k | 89.43 |
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| Ishares Silver Tr Ishares (SLV) | 0.8 | $1.1M | NEW | 18k | 64.42 |
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| Raymond James Financial (RJF) | 0.8 | $1.1M | +4% | 7.1k | 160.60 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.7 | $985k | +26% | 4.6k | 214.71 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $984k | -9% | 2.1k | 473.42 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $978k | +26% | 12k | 81.17 |
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| Bank of America Corporation (BAC) | 0.7 | $967k | -3% | 18k | 55.00 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $950k | 3.3k | 290.20 |
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| Blackrock Etf Trust Ishares Intl Div (BIDD) | 0.7 | $931k | +3% | 32k | 28.82 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.7 | $929k | +28% | 5.2k | 179.36 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $921k | -8% | 1.3k | 685.02 |
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| Amazon (AMZN) | 0.7 | $886k | -31% | 3.8k | 230.82 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $865k | +2% | 9.5k | 91.45 |
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| Ishares Tr Us Industrials (IYJ) | 0.6 | $857k | +31% | 5.8k | 148.17 |
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| Ishares Tr Us Consum Discre (IYC) | 0.6 | $857k | +31% | 8.3k | 103.13 |
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| Tesla Motors (TSLA) | 0.6 | $843k | -8% | 1.9k | 449.72 |
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| Ishares Tr Expanded Tech (IGV) | 0.6 | $829k | +32% | 7.8k | 105.69 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $778k | -5% | 30k | 26.23 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.6 | $777k | 22k | 35.21 |
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| Global X Fds Adaptive Us (AUSF) | 0.6 | $751k | -6% | 16k | 46.37 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $568k | 11k | 50.58 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $565k | +6% | 1.8k | 322.22 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $551k | 12k | 44.50 |
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| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.4 | $547k | +36% | 11k | 49.14 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $466k | +42% | 1.5k | 313.89 |
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| Trane Technologies SHS (TT) | 0.3 | $428k | -4% | 1.1k | 389.11 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $421k | -9% | 5.3k | 79.74 |
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| Visa Com Cl A (V) | 0.3 | $421k | -18% | 1.2k | 350.75 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $409k | -14% | 1.4k | 287.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $403k | 591.00 | 681.54 |
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| Qualcomm (QCOM) | 0.3 | $366k | -2% | 2.1k | 171.08 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $363k | -5% | 3.1k | 117.19 |
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| Booking Holdings (BKNG) | 0.3 | $351k | +50% | 66.00 | 5321.80 |
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| Philip Morris International (PM) | 0.3 | $350k | NEW | 2.2k | 160.41 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $344k | +46% | 3.4k | 99.90 |
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| salesforce (CRM) | 0.2 | $308k | -10% | 1.2k | 264.92 |
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| At&t (T) | 0.2 | $301k | -5% | 12k | 24.84 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $282k | 806.00 | 349.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $276k | NEW | 3.0k | 93.21 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $275k | 4.4k | 62.48 |
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| Applied Materials (AMAT) | 0.2 | $274k | NEW | 1.1k | 256.90 |
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| Curtiss-Wright (CW) | 0.2 | $256k | 464.00 | 551.30 |
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| Procter & Gamble Company (PG) | 0.2 | $244k | -3% | 1.7k | 143.31 |
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| Verizon Communications (VZ) | 0.2 | $243k | 6.0k | 40.73 |
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| General Dynamics Corporation (GD) | 0.2 | $240k | NEW | 712.00 | 336.57 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $227k | NEW | 1.9k | 120.34 |
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| Merck & Co (MRK) | 0.2 | $223k | NEW | 2.1k | 105.28 |
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| Union Pacific Corporation (UNP) | 0.2 | $218k | 942.00 | 231.40 |
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| TJX Companies (TJX) | 0.2 | $217k | -11% | 1.4k | 153.59 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $213k | 4.2k | 50.59 |
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| 3M Company (MMM) | 0.2 | $209k | 1.3k | 160.15 |
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Past Filings by Muirfield Wealth Advisors
SEC 13F filings are viewable for Muirfield Wealth Advisors going back to 2023
- Muirfield Wealth Advisors 2025 Q4 filed Feb. 6, 2026
- 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