Skip to content
Disclosery

13F-HR filed by MUIRFIELD WEALTH ADVISORS LLC

MUIRFIELD WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-06, with 75 holding rows worth $136,283,410.

Accession
0001951757-26-000377
Filer
CIK 2014898
Filed
2026-02-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 75 entries on the cover page, a total value of $136,283,410 stated on the cover page (in dollars after the unit check, H1), rows summing to $136,283,410 with VALUE read as dollars as filed, 13F file number 028-24017. The quarter's positions are built on this report. The resolved quarter.

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 ETF46137V357COM76,998$14,749,838dollars as filed
Berkshire Hathaway Inc084670702COM20,783$10,446,575dollars as filed
Vanguard Growth922908736COM15,285$7,456,785dollars as filed
Vanguard Short-Term Treasury ETF92206C102SHS117,368$6,893,043dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS29,942$6,580,651dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS54,095$6,501,101dollars as filed
ISHARES TR4642874407-10 YR TRSY BD61,035$5,869,161dollars as filed
IJH464287507COM82,099$5,418,544dollars as filed
NVIDIA Corp67066G104COM27,174$5,067,994dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS180,497$4,857,174dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS40,238$3,788,764dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC33,035$3,314,691dollars as filed
FIRST TR EXCHANGE TRADED FD33738R605DORSEY WRT 5 ETF51,612$3,247,431dollars as filed
Apple Inc037833100COM11,819$3,213,005dollars as filed
ROYAL BK CDA COM780087102Stock17,144$2,922,813dollars as filed
SCHD808524797COM96,630$2,650,570dollars as filed
VTI922908769COM6,771$2,270,128dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,710$2,100,314dollars as filed
Microsoft Corp594918104COM3,923$1,897,227dollars as filed
American Express Company025816109COM4,673$1,728,682dollars as filed
INVESCO EXCH TRD SLF IDX FD46138J619RUSL 1000 DYNM26,129$1,597,256dollars as filed
META PLATFORMS INC CL A30303M102COM2,399$1,583,277dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock711$1,525,197dollars as filed
Vanguard Small-Cap ETF922908751SHS5,886$1,518,283dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT13,008$1,163,284dollars as filed
iShares Silver Trust46428Q109COM17,706$1,140,621dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock7,090$1,138,646dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS4,588$985,067dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK2,078$983,757dollars as filed
iShares Gold Trust464285204COM12,045$977,693dollars as filed
Bank of America Corp060505104COM17,576$966,666dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,273$949,841dollars as filed
BLACKROCK ETF TRUST09290C848ISHARES INTL DIV32,290$930,592dollars as filed
ISHARES TR464288794US BR DEL SE ETF5,181$929,240dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,344$920,664dollars as filed
Amazon.com, Inc023135106COM3,838$885,887dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS9,463$865,433dollars as filed
ISHARES TR464287754US INDUSTRIALS5,784$857,010dollars as filed
ISHARES TR464287580US CONSUM DISCRE8,305$856,535dollars as filed
Tesla Motors, Inc88160R101COM1,875$843,225dollars as filed
iShares Expanded Tech-Software Sector ETF464287515SHS7,845$829,138dollars as filed
Schwab U.S. Broad Market ETF808524102SHS29,668$778,184dollars as filed
PACER FDS TR69374H360US LRG CP CASH22,055$776,553dollars as filed
GLOBAL X FDS37954Y574ADAPTIVE US16,203$751,333dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL11,228$567,890dollars as filed
JPMorgan Chase & Co46625H100COM1,753$564,846dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV12,373$550,600dollars as filed
JANUS DETROIT STR TR47103U886HENDRSN SHRT ETF11,127$546,769dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,484$465,818dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,100$428,025dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM5,285$421,403dollars as filed
Visa Inc92826C839COM1,200$420,898dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,421$409,007dollars as filed
SPY78462F103SHS591$402,792dollars as filed
Qualcomm Incorporated747525103COM2,140$366,113dollars as filed
Duke Energy Corporation26441C204COM3,094$362,599dollars as filed
Booking Holdings Inc.09857L108COM66$351,239dollars as filed
Philip Morris International Inc.718172109COM2,179$349,525dollars as filed
Charles Schwab Corp808513105COM3,440$343,662dollars as filed
Salesforce.com, Inc79466L302COM1,164$308,371dollars as filed
AT&T Inc00206R102COM12,103$300,636dollars as filed
Adobe Inc00724F101COM806$282,092dollars as filed
Wells Fargo & Company949746101COM2,966$276,448dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS4,397$274,703dollars as filed
Applied Materials,Inc.038222105COM1,065$273,602dollars as filed
CURTISS WRIGHT CORP COM231561101Stock464$255,803dollars as filed
Procter & Gamble Co742718109COM1,700$243,627dollars as filed
Verizon Communications Inc92343V104COM5,955$242,547dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock712$239,637dollars as filed
EXXON MOBIL CORP30231G102COM1,889$227,325dollars as filed
Merck & Co.,Inc.58933Y105COM2,118$222,981dollars as filed
Union Pacific Corporation907818108COM942$217,978dollars as filed
TJX Companies Inc872540109COM1,411$216,721dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF4,208$212,885dollars as filed
3M CO COM88579Y101Stock1,305$208,995dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000377this filing2026-02-06acceptance time not in the bulk data set