Filed: 2/6/2026ACC: 0001951757-26-000377
📋 What this filing means
MUIRFIELD WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $136.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$136.28M
Total AUM (reported)
1.30M
Total Shares
Allocation by class
COM$24.16M17.7%
S&P500 EQL WGT$14.75M10.8%
CL B NEW$10.45M7.7%
GROWTH ETF$7.46M5.5%
SHORT TERM TREAS$6.89M5.1%
DIV APP ETF$6.58M4.8%
CORE S&P SCP ETF$6.50M4.8%
Portfolio Concentration
Top 3$32.65M24.0%
4–10$41.19M30.2%
11–25$34.52M25.3%
Rest$27.92M20.5%
Top 3 weight
24.0%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 1.30M
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
1.30M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings75
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares77K
TypeSH
Market value$14.75M
10.82%
Sole
0.00
Shared
0.00
None
77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.78K
TypeSH
Market value$10.45M
7.67%
Sole
0.00
Shared
0.00
None
20.78K
VANGUARD INDEX FDS
SOLEShares15.29K
TypeSH
Market value$7.46M
5.47%
Sole
0.00
Shared
0.00
None
15.29K
VANGUARD SCOTTSDALE FDS
SOLEShares117.37K
TypeSH
Market value$6.89M
5.06%
Sole
0.00
Shared
0.00
None
117.37K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.94K
TypeSH
Market value$6.58M
4.83%
Sole
0.00
Shared
0.00
None
29.94K
ISHARES TR
SOLEShares54.09K
TypeSH
Market value$6.50M
4.77%
Sole
0.00
Shared
0.00
None
54.09K
ISHARES TR
SOLEShares61.03K
TypeSH
Market value$5.87M
4.31%
Sole
0.00
Shared
0.00
None
61.03K
ISHARES TR
SOLEShares82.10K
TypeSH
Market value$5.42M
3.98%
Sole
0.00
Shared
0.00
None
82.10K
NVIDIA CORPORATION
SOLEShares27.17K
TypeSH
Market value$5.07M
3.72%
Sole
0.00
Shared
0.00
None
27.17K
SCHWAB STRATEGIC TR
SOLEShares180.50K
TypeSH
Market value$4.86M
3.56%
Sole
0.00
Shared
0.00
None
180.50K
ISHARES TR
SOLEShares40.24K
TypeSH
Market value$3.79M
2.78%
Sole
0.00
Shared
0.00
None
40.24K
PIMCO ETF TR
SOLEShares33.03K
TypeSH
Market value$3.31M
2.43%
Sole
0.00
Shared
0.00
None
33.03K
FIRST TR EXCHANGE TRADED FD
SOLEShares51.61K
TypeSH
Market value$3.25M
2.38%
Sole
0.00
Shared
0.00
None
51.61K
APPLE INC
SOLEShares11.82K
TypeSH
Market value$3.21M
2.36%
Sole
0.00
Shared
0.00
None
11.82K
ROYAL BK CDA
SOLEShares17.14K
TypeSH
Market value$2.92M
2.14%
Sole
0.00
Shared
0.00
None
17.14K
SCHWAB STRATEGIC TR
SOLEShares96.63K
TypeSH
Market value$2.65M
1.94%
Sole
0.00
Shared
0.00
None
96.63K
VANGUARD INDEX FDS
SOLEShares6.77K
TypeSH
Market value$2.27M
1.67%
Sole
0.00
Shared
0.00
None
6.77K
ALPHABET INC
SOLEShares6.71K
TypeSH
Market value$2.10M
1.54%
Sole
0.00
Shared
0.00
None
6.71K
MICROSOFT CORP
SOLEShares3.92K
TypeSH
Market value$1.90M
1.39%
Sole
0.00
Shared
0.00
None
3.92K
AMERICAN EXPRESS CO
SOLEShares4.67K
TypeSH
Market value$1.73M
1.27%
Sole
0.00
Shared
0.00
None
4.67K
INVESCO EXCH TRD SLF IDX FD
SOLEShares26.13K
TypeSH
Market value$1.60M
1.17%
Sole
0.00
Shared
0.00
None
26.13K
META PLATFORMS INC
SOLEShares2.40K
TypeSH
Market value$1.58M
1.16%
Sole
0.00
Shared
0.00
None
2.40K
FIRST CTZNS BANCSHARES INC D
SOLEShares711.00
TypeSH
Market value$1.53M
1.12%
Sole
0.00
Shared
0.00
None
711.00
VANGUARD INDEX FDS
SOLEShares5.89K
TypeSH
Market value$1.52M
1.11%
Sole
0.00
Shared
0.00
None
5.89K
WISDOMTREE TR
SOLEShares13.01K
TypeSH
Market value$1.16M
0.85%
Sole
0.00
Shared
0.00
None
13.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 77K | SH | $14.75M 10.82% | 0.00 | 0.00 | 77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.78K | SH | $10.45M 7.67% | 0.00 | 0.00 | 20.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.29K | SH | $7.46M 5.47% | 0.00 | 0.00 | 15.29K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 117.37K | SH | $6.89M 5.06% | 0.00 | 0.00 | 117.37K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.94K | SH | $6.58M 4.83% | 0.00 | 0.00 | 29.94K |
ISHARES TRSOLE | CORE S&P SCP ETF | 54.09K | SH | $6.50M 4.77% | 0.00 | 0.00 | 54.09K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 61.03K | SH | $5.87M 4.31% | 0.00 | 0.00 | 61.03K |
ISHARES TRSOLE | CORE S&P MCP ETF | 82.10K | SH | $5.42M 3.98% | 0.00 | 0.00 | 82.10K |
NVIDIA CORPORATIONSOLE | COM | 27.17K | SH | $5.07M 3.72% | 0.00 | 0.00 | 27.17K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 180.50K | SH | $4.86M 3.56% | 0.00 | 0.00 | 180.50K |
ISHARES TRSOLE | MSCI USA MIN VOL | 40.24K | SH | $3.79M 2.78% | 0.00 | 0.00 | 40.24K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 33.03K | SH | $3.31M 2.43% | 0.00 | 0.00 | 33.03K |
FIRST TR EXCHANGE TRADED FDSOLE | DORSEY WRT 5 ETF | 51.61K | SH | $3.25M 2.38% | 0.00 | 0.00 | 51.61K |
APPLE INCSOLE | COM | 11.82K | SH | $3.21M 2.36% | 0.00 | 0.00 | 11.82K |
ROYAL BK CDASOLE | COM | 17.14K | SH | $2.92M 2.14% | 0.00 | 0.00 | 17.14K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 96.63K | SH | $2.65M 1.94% | 0.00 | 0.00 | 96.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.77K | SH | $2.27M 1.67% | 0.00 | 0.00 | 6.77K |
ALPHABET INCSOLE | CAP STK CL A | 6.71K | SH | $2.10M 1.54% | 0.00 | 0.00 | 6.71K |
MICROSOFT CORPSOLE | COM | 3.92K | SH | $1.90M 1.39% | 0.00 | 0.00 | 3.92K |
AMERICAN EXPRESS COSOLE | COM | 4.67K | SH | $1.73M 1.27% | 0.00 | 0.00 | 4.67K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 26.13K | SH | $1.60M 1.17% | 0.00 | 0.00 | 26.13K |
META PLATFORMS INCSOLE | CL A | 2.40K | SH | $1.58M 1.16% | 0.00 | 0.00 | 2.40K |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 711.00 | SH | $1.53M 1.12% | 0.00 | 0.00 | 711.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.89K | SH | $1.52M 1.11% | 0.00 | 0.00 | 5.89K |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 13.01K | SH | $1.16M 0.85% | 0.00 | 0.00 | 13.01K |
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