Muirfield Wealth Advisors

Muirfield Wealth Advisors as of Dec. 31, 2025

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
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.7 $10M 21k 502.65
Vanguard Index Fds Growth Etf (VUG) 5.5 $7.5M 15k 487.85
Vanguard Scottsdale Fds Short Term Treas (VGSH) 5.1 $6.9M 117k 58.73
Vanguard Specialized Funds Div App Etf (VIG) 4.8 $6.6M 30k 219.78
Ishares Tr Core S&p Scp Etf (IJR) 4.8 $6.5M 54k 120.18
Ishares Tr 7-10 Yr Trsy Bd (IEF) 4.3 $5.9M 61k 96.16
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $5.4M 82k 66.00
NVIDIA Corporation (NVDA) 3.7 $5.1M 27k 186.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.6 $4.9M 181k 26.91
Ishares Tr Msci Usa Min Vol (USMV) 2.8 $3.8M 40k 94.16
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $3.3M 33k 100.34
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 2.4 $3.2M 52k 62.92
Apple (AAPL) 2.4 $3.2M 12k 271.85
Rbc Cad (RY) 2.1 $2.9M 17k 170.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $2.7M 97k 27.43
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.3M 6.8k 335.27
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.1M 6.7k 313.01
Microsoft Corporation (MSFT) 1.4 $1.9M 3.9k 483.62
American Express Company (AXP) 1.3 $1.7M 4.7k 369.93
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.2 $1.6M 26k 61.13
Meta Platforms Cl A (META) 1.2 $1.6M 2.4k 659.97
First Ctzns Bancshares Inc D Cl A (FCNCA) 1.1 $1.5M 711.00 2145.14
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.5M 5.9k 257.95
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.9 $1.2M 13k 89.43
Ishares Silver Tr Ishares (SLV) 0.8 $1.1M 18k 64.42
Raymond James Financial (RJF) 0.8 $1.1M 7.1k 160.60
Ishares Tr Us Aer Def Etf (ITA) 0.7 $985k 4.6k 214.71
Ishares Tr Rus 1000 Grw Etf (IWF) 0.7 $984k 2.1k 473.42
Ishares Gold Tr Ishares New (IAU) 0.7 $978k 12k 81.17
Bank of America Corporation (BAC) 0.7 $967k 18k 55.00
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $950k 3.3k 290.20
Blackrock Etf Trust Ishares Intl Div (BIDD) 0.7 $931k 32k 28.82
Ishares Tr Us Br Del Se Etf (IAI) 0.7 $929k 5.2k 179.36
Ishares Tr Core S&p500 Etf (IVV) 0.7 $921k 1.3k 685.02
Amazon (AMZN) 0.7 $886k 3.8k 230.82
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.6 $865k 9.5k 91.45
Ishares Tr Us Industrials (IYJ) 0.6 $857k 5.8k 148.17
Ishares Tr Us Consum Discre (IYC) 0.6 $857k 8.3k 103.13
Tesla Motors (TSLA) 0.6 $843k 1.9k 449.72
Ishares Tr Expanded Tech (IGV) 0.6 $829k 7.8k 105.69
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $778k 30k 26.23
Pacer Fds Tr Us Lrg Cp Cash (COWG) 0.6 $777k 22k 35.21
Global X Fds Adaptive Us (AUSF) 0.6 $751k 16k 46.37
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $568k 11k 50.58
JPMorgan Chase & Co. (JPM) 0.4 $565k 1.8k 322.22
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.4 $551k 12k 44.50
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.4 $547k 11k 49.14
Alphabet Cap Stk Cl C (GOOG) 0.3 $466k 1.5k 313.89
Trane Technologies SHS (TT) 0.3 $428k 1.1k 389.11
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $421k 5.3k 79.74
Visa Com Cl A (V) 0.3 $421k 1.2k 350.75
Vanguard World Health Car Etf (VHT) 0.3 $409k 1.4k 287.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $403k 591.00 681.54
Qualcomm (QCOM) 0.3 $366k 2.1k 171.08
Duke Energy Corp Com New (DUK) 0.3 $363k 3.1k 117.19
Booking Holdings (BKNG) 0.3 $351k 66.00 5321.80
Philip Morris International (PM) 0.3 $350k 2.2k 160.41
Charles Schwab Corporation (SCHW) 0.3 $344k 3.4k 99.90
salesforce (CRM) 0.2 $308k 1.2k 264.92
At&t (T) 0.2 $301k 12k 24.84
Adobe Systems Incorporated (ADBE) 0.2 $282k 806.00 349.99
Wells Fargo & Company (WFC) 0.2 $276k 3.0k 93.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $275k 4.4k 62.48
Applied Materials (AMAT) 0.2 $274k 1.1k 256.90
Curtiss-Wright (CW) 0.2 $256k 464.00 551.30
Procter & Gamble Company (PG) 0.2 $244k 1.7k 143.31
Verizon Communications (VZ) 0.2 $243k 6.0k 40.73
General Dynamics Corporation (GD) 0.2 $240k 712.00 336.57
Exxon Mobil Corporation (XOM) 0.2 $227k 1.9k 120.34
Merck & Co (MRK) 0.2 $223k 2.1k 105.28
Union Pacific Corporation (UNP) 0.2 $218k 942.00 231.40
TJX Companies (TJX) 0.2 $217k 1.4k 153.59
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $213k 4.2k 50.59
3M Company (MMM) 0.2 $209k 1.3k 160.15