Filed: 7/25/2025ACC: 0001951757-25-000955
📋 What this filing means
MUIRFIELD WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $125.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$125.63M
Total AUM (reported)
1.27M
Total Shares
Allocation by class
COM$21.47M17.1%
S&P500 EQL WGT$14.07M11.2%
CL B NEW$7.16M5.7%
SHORT TERM TREAS$7.03M5.6%
GROWTH ETF$6.79M5.4%
DIV APP ETF$6.30M5.0%
CL A$6.16M4.9%
Portfolio Concentration
Top 3$28.26M22.5%
4–10$38.87M30.9%
11–25$34.13M27.2%
Rest$24.38M19.4%
Top 3 weight
22.5%
Top 10 weight
53.4%
Voting Authority Distribution
Total shares with voting rights: 1.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole57
Shared0
Other13
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings70
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares77.41K
TypeSH
Market value$14.07M
11.20%
Sole
0.00
Shared
0.00
None
77.41K
BERKSHIRE HATHAWAY INC DEL
DFNDShares14.74K
TypeSH
Market value$7.16M
5.70%
Sole
0.00
Shared
0.00
None
14.74K
VANGUARD SCOTTSDALE FDS
SOLEShares119.63K
TypeSH
Market value$7.03M
5.60%
Sole
0.00
Shared
0.00
None
119.63K
VANGUARD INDEX FDS
SOLEShares15.48K
TypeSH
Market value$6.79M
5.40%
Sole
0.00
Shared
0.00
None
15.48K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.78K
TypeSH
Market value$6.30M
5.01%
Sole
0.00
Shared
0.00
None
30.78K
ISHARES TR
SOLEShares54.59K
TypeSH
Market value$5.97M
4.75%
Sole
0.00
Shared
0.00
None
54.59K
ISHARES TR
SOLEShares56.24K
TypeSH
Market value$5.39M
4.29%
Sole
0.00
Shared
0.00
None
56.24K
ISHARES TR
SOLEShares84.85K
TypeSH
Market value$5.26M
4.19%
Sole
0.00
Shared
0.00
None
84.85K
SCHWAB STRATEGIC TR
SOLEShares187.75K
TypeSH
Market value$4.59M
3.65%
Sole
0.00
Shared
0.00
None
187.75K
NVIDIA CORPORATION
DFNDShares28.98K
TypeSH
Market value$4.58M
3.64%
Sole
0.00
Shared
0.00
None
28.98K
ISHARES TR
SOLEShares39.41K
TypeSH
Market value$3.70M
2.94%
Sole
0.00
Shared
0.00
None
39.41K
PIMCO ETF TR
SOLEShares31.99K
TypeSH
Market value$3.22M
2.56%
Sole
0.00
Shared
0.00
None
31.99K
FIRST TR EXCHANGE TRADED FD
SOLEShares51.60K
TypeSH
Market value$3.06M
2.43%
Sole
0.00
Shared
0.00
None
51.60K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$2.92M
2.32%
Sole
0.00
Shared
0.00
None
4.00
APPLE INC
DFNDShares14.14K
TypeSH
Market value$2.90M
2.31%
Sole
0.00
Shared
0.00
None
14.14K
SCHWAB STRATEGIC TR
SOLEShares98.57K
TypeSH
Market value$2.61M
2.08%
Sole
0.00
Shared
0.00
None
98.57K
MICROSOFT CORP
DFNDShares4.48K
TypeSH
Market value$2.23M
1.77%
Sole
0.00
Shared
0.00
None
4.48K
ROYAL BK CDA
SOLEShares16.92K
TypeSH
Market value$2.23M
1.77%
Sole
0.00
Shared
0.00
None
16.92K
VANGUARD INDEX FDS
SOLEShares7.04K
TypeSH
Market value$2.14M
1.70%
Sole
0.00
Shared
0.00
None
7.04K
META PLATFORMS INC
DFNDShares2.52K
TypeSH
Market value$1.86M
1.48%
Sole
0.00
Shared
0.00
None
2.52K
AMERICAN EXPRESS CO
SOLEShares4.77K
TypeSH
Market value$1.52M
1.21%
Sole
0.00
Shared
0.00
None
4.77K
INVESCO EXCH TRD SLF IDX FD
SOLEShares25.76K
TypeSH
Market value$1.49M
1.18%
Sole
0.00
Shared
0.00
None
25.76K
VANGUARD INDEX FDS
SOLEShares6.12K
TypeSH
Market value$1.45M
1.15%
Sole
0.00
Shared
0.00
None
6.12K
ALPHABET INC
DFNDShares8.09K
TypeSH
Market value$1.43M
1.14%
Sole
0.00
Shared
0.00
None
8.09K
FIRST CTZNS BANCSHARES INC N
SOLEShares709.00
TypeSH
Market value$1.39M
1.10%
Sole
0.00
Shared
0.00
None
709.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 77.41K | SH | $14.07M 11.20% | 0.00 | 0.00 | 77.41K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 14.74K | SH | $7.16M 5.70% | 0.00 | 0.00 | 14.74K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 119.63K | SH | $7.03M 5.60% | 0.00 | 0.00 | 119.63K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.48K | SH | $6.79M 5.40% | 0.00 | 0.00 | 15.48K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.78K | SH | $6.30M 5.01% | 0.00 | 0.00 | 30.78K |
ISHARES TRSOLE | CORE S&P SCP ETF | 54.59K | SH | $5.97M 4.75% | 0.00 | 0.00 | 54.59K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 56.24K | SH | $5.39M 4.29% | 0.00 | 0.00 | 56.24K |
ISHARES TRSOLE | CORE S&P MCP ETF | 84.85K | SH | $5.26M 4.19% | 0.00 | 0.00 | 84.85K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 187.75K | SH | $4.59M 3.65% | 0.00 | 0.00 | 187.75K |
NVIDIA CORPORATIONDFND | COM | 28.98K | SH | $4.58M 3.64% | 0.00 | 0.00 | 28.98K |
ISHARES TRSOLE | MSCI USA MIN VOL | 39.41K | SH | $3.70M 2.94% | 0.00 | 0.00 | 39.41K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 31.99K | SH | $3.22M 2.56% | 0.00 | 0.00 | 31.99K |
FIRST TR EXCHANGE TRADED FDSOLE | DORSEY WRT 5 ETF | 51.60K | SH | $3.06M 2.43% | 0.00 | 0.00 | 51.60K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $2.92M 2.32% | 0.00 | 0.00 | 4.00 |
APPLE INCDFND | COM | 14.14K | SH | $2.90M 2.31% | 0.00 | 0.00 | 14.14K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 98.57K | SH | $2.61M 2.08% | 0.00 | 0.00 | 98.57K |
MICROSOFT CORPDFND | COM | 4.48K | SH | $2.23M 1.77% | 0.00 | 0.00 | 4.48K |
ROYAL BK CDASOLE | COM | 16.92K | SH | $2.23M 1.77% | 0.00 | 0.00 | 16.92K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.04K | SH | $2.14M 1.70% | 0.00 | 0.00 | 7.04K |
META PLATFORMS INCDFND | CL A | 2.52K | SH | $1.86M 1.48% | 0.00 | 0.00 | 2.52K |
AMERICAN EXPRESS COSOLE | COM | 4.77K | SH | $1.52M 1.21% | 0.00 | 0.00 | 4.77K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 25.76K | SH | $1.49M 1.18% | 0.00 | 0.00 | 25.76K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.12K | SH | $1.45M 1.15% | 0.00 | 0.00 | 6.12K |
ALPHABET INCDFND | CAP STK CL A | 8.09K | SH | $1.43M 1.14% | 0.00 | 0.00 | 8.09K |
FIRST CTZNS BANCSHARES INC NSOLE | CL A | 709.00 | SH | $1.39M 1.10% | 0.00 | 0.00 | 709.00 |
Page 1 of 3