Muirfield Wealth Advisors

Muirfield Wealth Advisors as of Sept. 30, 2025

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