MUIRFIELD WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, MUIRFIELD WEALTH ADVISORS LLC held in its portfolio 75 assets valued at $136,283,410 (i.e. $136.28M).
The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($14.75M), BERKSHIRE HATHAWAY INC DEL ($10.45M), and VANGUARD INDEX FDS ($7.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 75 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
MUIRFIELD WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 76998 | 14749838 | S&P500 EQL WGT |
| BERKSHIRE HATHAWAY INC DEL | 20783 | 10446575 | CL B NEW |
| VANGUARD INDEX FDS | 15285 | 7456785 | GROWTH ETF |
| VANGUARD SCOTTSDALE FDS | 117368 | 6893043 | SHORT TERM TREAS |
| VANGUARD SPECIALIZED FUNDS | 29942 | 6580651 | DIV APP ETF |
| ISHARES TR | 54095 | 6501101 | CORE S&P SCP ETF |
| ISHARES TR | 61035 | 5869161 | 7-10 YR TRSY BD |
| ISHARES TR | 82099 | 5418544 | CORE S&P MCP ETF |
| NVIDIA CORPORATION | 27174 | 5067994 | COM |
| SCHWAB STRATEGIC TR | 180497 | 4857174 | US LRG CAP ETF |
| ISHARES TR | 40238 | 3788764 | MSCI USA MIN VOL |
| PIMCO ETF TR | 33035 | 3314691 | ENHAN SHRT MA AC |
| FIRST TR EXCHANGE TRADED FD | 51612 | 3247431 | DORSEY WRT 5 ETF |
| APPLE INC | 11819 | 3213005 | COM |
| ROYAL BK CDA | 17144 | 2922813 | COM |
| SCHWAB STRATEGIC TR | 96630 | 2650570 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 6771 | 2270128 | TOTAL STK MKT |
| ALPHABET INC | 6710 | 2100314 | CAP STK CL A |
| MICROSOFT CORP | 3923 | 1897227 | COM |
| AMERICAN EXPRESS CO | 4673 | 1728682 | COM |
| INVESCO EXCH TRD SLF IDX FD | 26129 | 1597256 | RUSL 1000 DYNM |
| META PLATFORMS INC | 2399 | 1583277 | CL A |
| FIRST CTZNS BANCSHARES INC D | 711 | 1525197 | CL A |
| VANGUARD INDEX FDS | 5886 | 1518283 | SMALL CP ETF |
| WISDOMTREE TR | 13008 | 1163284 | US QTLY DIV GRT |
| ISHARES SILVER TR | 17706 | 1140621 | ISHARES |
| RAYMOND JAMES FINL INC | 7090 | 1138646 | COM |
| ISHARES TR | 4588 | 985067 | US AER DEF ETF |
| ISHARES TR | 2078 | 983757 | RUS 1000 GRW ETF |
| ISHARES GOLD TR | 12045 | 977693 | ISHARES NEW |
| BANK AMERICA CORP | 17576 | 966666 | COM |
| VANGUARD INDEX FDS | 3273 | 949841 | MID CAP ETF |
| BLACKROCK ETF TRUST | 32290 | 930592 | ISHARES INTL DIV |
| ISHARES TR | 5181 | 929240 | US BR DEL SE ETF |
| ISHARES TR | 1344 | 920664 | CORE S&P500 ETF |
| AMAZON COM INC | 3838 | 885887 | COM |
| VANGUARD WHITEHALL FDS | 9463 | 865433 | INTL DVD ETF |
| ISHARES TR | 5784 | 857010 | US INDUSTRIALS |
| ISHARES TR | 8305 | 856535 | US CONSUM DISCRE |
| TESLA INC | 1875 | 843225 | COM |
| ISHARES TR | 7845 | 829138 | EXPANDED TECH |
| SCHWAB STRATEGIC TR | 29668 | 778184 | US BRD MKT ETF |
| PACER FDS TR | 22055 | 776553 | US LRG CP CASH |
| GLOBAL X FDS | 16203 | 751333 | ADAPTIVE US |
| JANUS DETROIT STR TR | 11228 | 567890 | HENDRSON AAA CL |
| JPMORGAN CHASE & CO. | 1753 | 564846 | COM |
| AMPLIFY ETF TR | 12373 | 550600 | CWP ENHANCED DIV |
| JANUS DETROIT STR TR | 11127 | 546769 | HENDRSN SHRT ETF |
| ALPHABET INC | 1484 | 465818 | CAP STK CL C |
| TRANE TECHNOLOGIES PLC | 1100 | 428025 | SHS |
| VANGUARD SCOTTSDALE FDS | 5285 | 421403 | SHRT TRM CORP BD |
| VISA INC | 1200 | 420898 | COM CL A |
| VANGUARD WORLD FD | 1421 | 409007 | HEALTH CAR ETF |
| SPDR S&P 500 ETF TR | 591 | 402792 | TR UNIT |
| QUALCOMM INC | 2140 | 366113 | COM |
| DUKE ENERGY CORP NEW | 3094 | 362599 | COM NEW |
| BOOKING HOLDINGS INC | 66 | 351239 | COM |
| PHILIP MORRIS INTL INC | 2179 | 349525 | COM |
| SCHWAB CHARLES CORP | 3440 | 343662 | COM |
| SALESFORCE INC | 1164 | 308371 | COM |
| AT&T INC | 12103 | 300636 | COM |
| ADOBE INC | 806 | 282092 | COM |
| WELLS FARGO CO NEW | 2966 | 276448 | COM |
| VANGUARD TAX-MANAGED FDS | 4397 | 274703 | VAN FTSE DEV MKT |
| APPLIED MATLS INC | 1065 | 273602 | COM |
| CURTISS WRIGHT CORP | 464 | 255803 | COM |
| PROCTER AND GAMBLE CO | 1700 | 243627 | COM |
| VERIZON COMMUNICATIONS INC | 5955 | 242547 | COM |
| GENERAL DYNAMICS CORP | 712 | 239637 | COM |
| EXXON MOBIL CORP | 1889 | 227325 | COM |
| MERCK & CO INC | 2118 | 222981 | COM |
| UNION PAC CORP | 942 | 217978 | COM |
| TJX COS INC NEW | 1411 | 216721 | COM |
| J P MORGAN EXCHANGE TRADED F | 4208 | 212885 | ULTRA SHRT ETF |
| 3M CO | 1305 | 208995 | COM |
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