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Disclosery

13F-HR filed by MUIRFIELD WEALTH ADVISORS LLC

MUIRFIELD WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-12, with 73 holding rows worth $134,861,774.

Accession
0001951757-25-001390
Filer
CIK 2014898
Filed
2025-11-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 73 entries on the cover page, a total value of $134,861,774 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,861,774 with VALUE read as dollars as filed, 13F file number 028-24017. The quarter's positions are built on this report. The resolved quarter.

Other managers

  • included managerRaymond James & Associates, Inc.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM78,485$14,888,519dollars as filed
Vanguard Growth922908736COM15,599$7,481,473dollars as filed
Berkshire Hathaway Inc084670702COM14,869$7,475,241dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS119,646$7,041,153dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS31,037$6,697,503dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS55,296$6,570,798dollars as filed
ISHARES TR4642874407-10 YR TRSY BD59,285$5,718,592dollars as filed
IJH464287507COM85,868$5,603,733dollars as filed
NVIDIA Corp67066G104COM29,136$5,436,103dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS186,081$4,901,368dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS40,213$3,825,874dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC33,194$3,342,298dollars as filed
Apple Inc037833100COM12,738$3,243,476dollars as filed
FIRST TR EXCHANGE TRADED FD33738R605DORSEY WRT 5 ETF51,550$3,191,961dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A4$3,016,800dollars as filed
SCHD808524797COM100,079$2,732,156dollars as filed
ROYAL BK CDA COM780087102Stock17,038$2,510,096dollars as filed
Microsoft Corp594918104COM4,566$2,364,855dollars as filed
VTI922908769COM7,097$2,328,876dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,055$1,958,109dollars as filed
META PLATFORMS INC CL A30303M102COM2,530$1,857,867dollars as filed
American Express Company025816109COM4,779$1,587,404dollars as filed
Vanguard Small-Cap ETF922908751SHS6,112$1,554,074dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J619RUSL 1000 DYNM25,713$1,549,458dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock710$1,270,186dollars as filed
Amazon.com, Inc023135106COM5,601$1,229,812dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock6,767$1,167,911dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT12,805$1,139,164dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,308$1,081,181dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,466$981,132dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,213$943,663dollars as filed
Bank of America Corp060505104COM18,210$939,472dollars as filed
Tesla Motors, Inc88160R101COM2,045$909,452dollars as filed
BLACKROCK ETF TRUST09290C848ISHARES INTL DIV31,190$872,874dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS9,231$826,781dollars as filed
GLOBAL X FDS37954Y574ADAPTIVE US17,389$808,762dollars as filed
Schwab U.S. Broad Market ETF808524102SHS31,248$803,394dollars as filed
PACER FDS TR69374H360US LRG CP CASH21,706$787,911dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS3,623$758,216dollars as filed
ISHARES TR464288794US BR DEL SE ETF4,028$712,420dollars as filed
iShares Gold Trust464285204COM9,517$692,552dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS5,918$680,629dollars as filed
ISHARES TR464287580US CONSUM DISCRE6,314$661,656dollars as filed
ISHARES TR464287754US INDUSTRIALS4,384$639,543dollars as filed
ISHARES TR464288786U.S. INSRNCE ETF4,393$588,852dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL11,330$575,347dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV12,266$546,691dollars as filed
JPMorgan Chase & Co46625H100COM1,643$518,403dollars as filed
Visa Inc92826C839COM1,467$500,879dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,153$486,611dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM5,837$466,563dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,667$432,628dollars as filed
Duke Energy Corporation26441C204COM3,272$404,936dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF8,124$400,443dollars as filed
SPY78462F103SHS597$397,760dollars as filed
Qualcomm Incorporated747525103COM2,190$364,247dollars as filed
AT&T Inc00206R102COM12,746$359,957dollars as filed
Salesforce.com, Inc79466L302COM1,303$308,908dollars as filed
Cigna Corporation125523100COM1,047$301,798dollars as filed
Adobe Inc00724F101COM806$284,317dollars as filed
Procter & Gamble Co742718109COM1,762$270,731dollars as filed
Verizon Communications Inc92343V104COM5,956$261,768dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,325$259,143dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,665$258,990dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,043$253,916dollars as filed
CURTISS WRIGHT CORP COM231561101Stock464$251,723dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF1,232$250,904dollars as filed
Booking Holdings Inc.09857L108COM44$234,942dollars as filed
TJX Companies Inc872540109COM1,602$231,559dollars as filed
Charles Schwab Corp808513105COM2,348$224,184dollars as filed
Union Pacific Corporation907818108COM941$222,538dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,274$216,833dollars as filed
3M CO COM88579Y101Stock1,300$201,705dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-001390this filing2025-11-12acceptance time not in the bulk data set