Filed: 11/12/2025ACC: 0001951757-25-001390
📋 What this filing means
MUIRFIELD WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $134.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$134.86M
Total AUM (reported)
1.29M
Total Shares
Allocation by class
COM$23.68M17.6%
S&P500 EQL WGT$14.89M11.0%
GROWTH ETF$7.48M5.5%
CL B NEW$7.48M5.5%
SHORT TERM TREAS$7.04M5.2%
DIV APP ETF$6.70M5.0%
CORE S&P SCP ETF$6.57M4.9%
Portfolio Concentration
Top 3$29.85M22.1%
4–10$41.97M31.1%
11–25$36.33M26.9%
Rest$26.71M19.8%
Top 3 weight
22.1%
Top 10 weight
53.3%
Voting Authority Distribution
Total shares with voting rights: 1.29M
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
1.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other15
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares78.48K
TypeSH
Market value$14.89M
11.04%
Sole
0.00
Shared
0.00
None
78.48K
VANGUARD INDEX FDS
SOLEShares15.60K
TypeSH
Market value$7.48M
5.55%
Sole
0.00
Shared
0.00
None
15.60K
BERKSHIRE HATHAWAY INC DEL
DFNDShares14.87K
TypeSH
Market value$7.48M
5.54%
Sole
0.00
Shared
0.00
None
14.87K
VANGUARD SCOTTSDALE FDS
SOLEShares119.65K
TypeSH
Market value$7.04M
5.22%
Sole
0.00
Shared
0.00
None
119.65K
VANGUARD SPECIALIZED FUNDS
SOLEShares31.04K
TypeSH
Market value$6.70M
4.97%
Sole
0.00
Shared
0.00
None
31.04K
ISHARES TR
SOLEShares55.30K
TypeSH
Market value$6.57M
4.87%
Sole
0.00
Shared
0.00
None
55.30K
ISHARES TR
SOLEShares59.28K
TypeSH
Market value$5.72M
4.24%
Sole
0.00
Shared
0.00
None
59.28K
ISHARES TR
SOLEShares85.87K
TypeSH
Market value$5.60M
4.16%
Sole
0.00
Shared
0.00
None
85.87K
NVIDIA CORPORATION
DFNDShares29.14K
TypeSH
Market value$5.44M
4.03%
Sole
0.00
Shared
0.00
None
29.14K
SCHWAB STRATEGIC TR
SOLEShares186.08K
TypeSH
Market value$4.90M
3.63%
Sole
0.00
Shared
0.00
None
186.08K
ISHARES TR
SOLEShares40.21K
TypeSH
Market value$3.83M
2.84%
Sole
0.00
Shared
0.00
None
40.21K
PIMCO ETF TR
SOLEShares33.19K
TypeSH
Market value$3.34M
2.48%
Sole
0.00
Shared
0.00
None
33.19K
APPLE INC
DFNDShares12.74K
TypeSH
Market value$3.24M
2.41%
Sole
0.00
Shared
0.00
None
12.74K
FIRST TR EXCHANGE TRADED FD
SOLEShares51.55K
TypeSH
Market value$3.19M
2.37%
Sole
0.00
Shared
0.00
None
51.55K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.00
TypeSH
Market value$3.02M
2.24%
Sole
0.00
Shared
0.00
None
4.00
SCHWAB STRATEGIC TR
SOLEShares100.08K
TypeSH
Market value$2.73M
2.03%
Sole
0.00
Shared
0.00
None
100.08K
ROYAL BK CDA
SOLEShares17.04K
TypeSH
Market value$2.51M
1.86%
Sole
0.00
Shared
0.00
None
17.04K
MICROSOFT CORP
DFNDShares4.57K
TypeSH
Market value$2.36M
1.75%
Sole
0.00
Shared
0.00
None
4.57K
VANGUARD INDEX FDS
SOLEShares7.10K
TypeSH
Market value$2.33M
1.73%
Sole
0.00
Shared
0.00
None
7.10K
ALPHABET INC
DFNDShares8.05K
TypeSH
Market value$1.96M
1.45%
Sole
0.00
Shared
0.00
None
8.05K
META PLATFORMS INC
DFNDShares2.53K
TypeSH
Market value$1.86M
1.38%
Sole
0.00
Shared
0.00
None
2.53K
AMERICAN EXPRESS CO
SOLEShares4.78K
TypeSH
Market value$1.59M
1.18%
Sole
0.00
Shared
0.00
None
4.78K
VANGUARD INDEX FDS
SOLEShares6.11K
TypeSH
Market value$1.55M
1.15%
Sole
0.00
Shared
0.00
None
6.11K
INVESCO EXCH TRD SLF IDX FD
SOLEShares25.71K
TypeSH
Market value$1.55M
1.15%
Sole
0.00
Shared
0.00
None
25.71K
FIRST CTZNS BANCSHARES INC D
SOLEShares710.00
TypeSH
Market value$1.27M
0.94%
Sole
0.00
Shared
0.00
None
710.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 78.48K | SH | $14.89M 11.04% | 0.00 | 0.00 | 78.48K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.60K | SH | $7.48M 5.55% | 0.00 | 0.00 | 15.60K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 14.87K | SH | $7.48M 5.54% | 0.00 | 0.00 | 14.87K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 119.65K | SH | $7.04M 5.22% | 0.00 | 0.00 | 119.65K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.04K | SH | $6.70M 4.97% | 0.00 | 0.00 | 31.04K |
ISHARES TRSOLE | CORE S&P SCP ETF | 55.30K | SH | $6.57M 4.87% | 0.00 | 0.00 | 55.30K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 59.28K | SH | $5.72M 4.24% | 0.00 | 0.00 | 59.28K |
ISHARES TRSOLE | CORE S&P MCP ETF | 85.87K | SH | $5.60M 4.16% | 0.00 | 0.00 | 85.87K |
NVIDIA CORPORATIONDFND | COM | 29.14K | SH | $5.44M 4.03% | 0.00 | 0.00 | 29.14K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 186.08K | SH | $4.90M 3.63% | 0.00 | 0.00 | 186.08K |
ISHARES TRSOLE | MSCI USA MIN VOL | 40.21K | SH | $3.83M 2.84% | 0.00 | 0.00 | 40.21K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 33.19K | SH | $3.34M 2.48% | 0.00 | 0.00 | 33.19K |
APPLE INCDFND | COM | 12.74K | SH | $3.24M 2.41% | 0.00 | 0.00 | 12.74K |
FIRST TR EXCHANGE TRADED FDSOLE | DORSEY WRT 5 ETF | 51.55K | SH | $3.19M 2.37% | 0.00 | 0.00 | 51.55K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 4.00 | SH | $3.02M 2.24% | 0.00 | 0.00 | 4.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 100.08K | SH | $2.73M 2.03% | 0.00 | 0.00 | 100.08K |
ROYAL BK CDASOLE | COM | 17.04K | SH | $2.51M 1.86% | 0.00 | 0.00 | 17.04K |
MICROSOFT CORPDFND | COM | 4.57K | SH | $2.36M 1.75% | 0.00 | 0.00 | 4.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.10K | SH | $2.33M 1.73% | 0.00 | 0.00 | 7.10K |
ALPHABET INCDFND | CAP STK CL A | 8.05K | SH | $1.96M 1.45% | 0.00 | 0.00 | 8.05K |
META PLATFORMS INCDFND | CL A | 2.53K | SH | $1.86M 1.38% | 0.00 | 0.00 | 2.53K |
AMERICAN EXPRESS COSOLE | COM | 4.78K | SH | $1.59M 1.18% | 0.00 | 0.00 | 4.78K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.11K | SH | $1.55M 1.15% | 0.00 | 0.00 | 6.11K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 25.71K | SH | $1.55M 1.15% | 0.00 | 0.00 | 25.71K |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 710.00 | SH | $1.27M 0.94% | 0.00 | 0.00 | 710.00 |
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