Filed: 4/22/2026ACC: 0001951757-26-000702
📋 What this filing means
MUIRFIELD WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $135.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$135.90M
Total AUM (reported)
1.35M
Total Shares
Allocation by class
COM$23.11M17.0%
S&P500 EQL WGT$14.57M10.7%
CL B NEW$9.99M7.3%
SHORT TERM TREAS$6.86M5.0%
CORE S&P SCP ETF$6.69M4.9%
GROWTH ETF$6.59M4.8%
DIV APP ETF$6.43M4.7%
Portfolio Concentration
Top 3$31.41M23.1%
4–10$40.82M30.0%
11–25$33.26M24.5%
Rest$30.42M22.4%
Top 3 weight
23.1%
Top 10 weight
53.1%
Voting Authority Distribution
Total shares with voting rights: 1.35M
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
1.35M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares75.89K
TypeSH
Market value$14.57M
10.72%
Sole
0.00
Shared
0.00
None
75.89K
BERKSHIRE HATHAWAY INC DEL
SOLEShares20.84K
TypeSH
Market value$9.99M
7.35%
Sole
0.00
Shared
0.00
None
20.84K
VANGUARD SCOTTSDALE FDS
SOLEShares117.11K
TypeSH
Market value$6.86M
5.04%
Sole
0.00
Shared
0.00
None
117.11K
ISHARES TR
SOLEShares53.78K
TypeSH
Market value$6.69M
4.92%
Sole
0.00
Shared
0.00
None
53.78K
VANGUARD INDEX FDS
SOLEShares15.08K
TypeSH
Market value$6.59M
4.85%
Sole
0.00
Shared
0.00
None
15.08K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.89K
TypeSH
Market value$6.43M
4.73%
Sole
0.00
Shared
0.00
None
29.89K
ISHARES TR
SOLEShares65.53K
TypeSH
Market value$6.25M
4.60%
Sole
0.00
Shared
0.00
None
65.53K
ISHARES TR
SOLEShares81.55K
TypeSH
Market value$5.51M
4.05%
Sole
0.00
Shared
0.00
None
81.55K
NVIDIA CORPORATION
SOLEShares27.29K
TypeSH
Market value$4.76M
3.50%
Sole
0.00
Shared
0.00
None
27.29K
SCHWAB STRATEGIC TR
SOLEShares179.34K
TypeSH
Market value$4.60M
3.38%
Sole
0.00
Shared
0.00
None
179.34K
ISHARES TR
SOLEShares44.73K
TypeSH
Market value$4.15M
3.05%
Sole
0.00
Shared
0.00
None
44.73K
PIMCO ETF TR
SOLEShares33.48K
TypeSH
Market value$3.37M
2.48%
Sole
0.00
Shared
0.00
None
33.48K
FIRST TR EXCHANGE TRADED FD
SOLEShares51.08K
TypeSH
Market value$3.09M
2.27%
Sole
0.00
Shared
0.00
None
51.08K
APPLE INC
SOLEShares11.80K
TypeSH
Market value$3.00M
2.20%
Sole
0.00
Shared
0.00
None
11.80K
SCHWAB STRATEGIC TR
SOLEShares97.27K
TypeSH
Market value$2.98M
2.20%
Sole
0.00
Shared
0.00
None
97.27K
ROYAL BK CDA
SOLEShares17.25K
TypeSH
Market value$2.79M
2.05%
Sole
0.00
Shared
0.00
None
17.25K
VANGUARD INDEX FDS
SOLEShares6.32K
TypeSH
Market value$2.03M
1.49%
Sole
0.00
Shared
0.00
None
6.32K
ALPHABET INC
SOLEShares6.58K
TypeSH
Market value$1.89M
1.39%
Sole
0.00
Shared
0.00
None
6.58K
VANGUARD INDEX FDS
SOLEShares6.25K
TypeSH
Market value$1.64M
1.20%
Sole
0.00
Shared
0.00
None
6.25K
INVESCO EXCH TRD SLF IDX FD
SOLEShares26.39K
TypeSH
Market value$1.59M
1.17%
Sole
0.00
Shared
0.00
None
26.39K
MICROSOFT CORP
SOLEShares3.86K
TypeSH
Market value$1.43M
1.05%
Sole
0.00
Shared
0.00
None
3.86K
META PLATFORMS INC
SOLEShares2.48K
TypeSH
Market value$1.42M
1.04%
Sole
0.00
Shared
0.00
None
2.48K
AMERICAN EXPRESS CO
SOLEShares4.68K
TypeSH
Market value$1.42M
1.04%
Sole
0.00
Shared
0.00
None
4.68K
FIRST CTZNS BANCSHARES INC D
SOLEShares711.00
TypeSH
Market value$1.34M
0.99%
Sole
0.00
Shared
0.00
None
711.00
WISDOMTREE TR
SOLEShares13.01K
TypeSH
Market value$1.14M
0.84%
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 | 75.89K | SH | $14.57M 10.72% | 0.00 | 0.00 | 75.89K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 20.84K | SH | $9.99M 7.35% | 0.00 | 0.00 | 20.84K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 117.11K | SH | $6.86M 5.04% | 0.00 | 0.00 | 117.11K |
ISHARES TRSOLE | CORE S&P SCP ETF | 53.78K | SH | $6.69M 4.92% | 0.00 | 0.00 | 53.78K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.08K | SH | $6.59M 4.85% | 0.00 | 0.00 | 15.08K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.89K | SH | $6.43M 4.73% | 0.00 | 0.00 | 29.89K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 65.53K | SH | $6.25M 4.60% | 0.00 | 0.00 | 65.53K |
ISHARES TRSOLE | CORE S&P MCP ETF | 81.55K | SH | $5.51M 4.05% | 0.00 | 0.00 | 81.55K |
NVIDIA CORPORATIONSOLE | COM | 27.29K | SH | $4.76M 3.50% | 0.00 | 0.00 | 27.29K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 179.34K | SH | $4.60M 3.38% | 0.00 | 0.00 | 179.34K |
ISHARES TRSOLE | MSCI USA MIN VOL | 44.73K | SH | $4.15M 3.05% | 0.00 | 0.00 | 44.73K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 33.48K | SH | $3.37M 2.48% | 0.00 | 0.00 | 33.48K |
FIRST TR EXCHANGE TRADED FDSOLE | DORSEY WRT 5 ETF | 51.08K | SH | $3.09M 2.27% | 0.00 | 0.00 | 51.08K |
APPLE INCSOLE | COM | 11.80K | SH | $3.00M 2.20% | 0.00 | 0.00 | 11.80K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 97.27K | SH | $2.98M 2.20% | 0.00 | 0.00 | 97.27K |
ROYAL BK CDASOLE | COM | 17.25K | SH | $2.79M 2.05% | 0.00 | 0.00 | 17.25K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 6.32K | SH | $2.03M 1.49% | 0.00 | 0.00 | 6.32K |
ALPHABET INCSOLE | CAP STK CL A | 6.58K | SH | $1.89M 1.39% | 0.00 | 0.00 | 6.58K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 6.25K | SH | $1.64M 1.20% | 0.00 | 0.00 | 6.25K |
INVESCO EXCH TRD SLF IDX FDSOLE | RUSL 1000 DYNM | 26.39K | SH | $1.59M 1.17% | 0.00 | 0.00 | 26.39K |
MICROSOFT CORPSOLE | COM | 3.86K | SH | $1.43M 1.05% | 0.00 | 0.00 | 3.86K |
META PLATFORMS INCSOLE | CL A | 2.48K | SH | $1.42M 1.04% | 0.00 | 0.00 | 2.48K |
AMERICAN EXPRESS COSOLE | COM | 4.68K | SH | $1.42M 1.04% | 0.00 | 0.00 | 4.68K |
FIRST CTZNS BANCSHARES INC DSOLE | CL A | 711.00 | SH | $1.34M 0.99% | 0.00 | 0.00 | 711.00 |
WISDOMTREE TRSOLE | US QTLY DIV GRT | 13.01K | SH | $1.14M 0.84% | 0.00 | 0.00 | 13.01K |
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