13F HOLDINGS REPORT
MUIRFIELD WEALTH ADVISORS LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001951757-25-001390
Total Value
$134.9M
Positions
73
Other Managers
1
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | IVZ | 78,485 | $14.9M | 11.04% |
| 2 | VANGUARD INDEX FDS | 922908736 | 15,599 | $7.5M | 5.55% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,869 | $7.5M | 5.54% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C102 | 119,646 | $7.0M | 5.22% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 31,037 | $6.7M | 4.97% |
| 6 | ISHARES TR | 464287804 | 55,296 | $6.6M | 4.87% |
| 7 | ISHARES TR | 464287440 | 59,285 | $5.7M | 4.24% |
| 8 | ISHARES TR | 464287507 | 85,868 | $5.6M | 4.16% |
| 9 | NVIDIA CORPORATION | NVDA | 29,136 | $5.4M | 4.03% |
| 10 | SCHWAB STRATEGIC TR | 808524201 | 186,081 | $4.9M | 3.63% |
| 11 | ISHARES TR | 46429B697 | 40,213 | $3.8M | 2.84% |
| 12 | PIMCO ETF TR | 72201R833 | 33,194 | $3.3M | 2.48% |
| 13 | APPLE INC | AAPL | 12,738 | $3.2M | 2.41% |
| 14 | FIRST TR EXCHANGE TRADED FD | 33738R605 | 51,550 | $3.2M | 2.37% |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 4 | $3.0M | 2.24% |
| 16 | SCHWAB STRATEGIC TR | 808524797 | 100,079 | $2.7M | 2.03% |
| 17 | ROYAL BK CDA | 780087102 | 17,038 | $2.5M | 1.86% |
| 18 | MICROSOFT CORP | MSFT | 4,566 | $2.4M | 1.75% |
| 19 | VANGUARD INDEX FDS | 922908769 | 7,097 | $2.3M | 1.73% |
| 20 | ALPHABET INC | GOOG | 8,055 | $2.0M | 1.45% |
| 21 | META PLATFORMS INC | META | 2,530 | $1.9M | 1.38% |
| 22 | AMERICAN EXPRESS CO | AXP | 4,779 | $1.6M | 1.18% |
| 23 | VANGUARD INDEX FDS | 922908751 | 6,112 | $1.6M | 1.15% |
| 24 | INVESCO EXCH TRD SLF IDX FD | IVZ | 25,713 | $1.5M | 1.15% |
| 25 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 710 | $1.3M | 0.94% |
| 26 | AMAZON COM INC | AMZN | 5,601 | $1.2M | 0.91% |
| 27 | RAYMOND JAMES FINL INC | 754730109 | 6,767 | $1.2M | 0.87% |
| 28 | WISDOMTREE TR | WT | 12,805 | $1.1M | 0.84% |
| 29 | ISHARES TR | 464287614 | 2,308 | $1.1M | 0.80% |
| 30 | ISHARES TR | 464287200 | 1,466 | $981,132 | 0.73% |
| 31 | VANGUARD INDEX FDS | 922908629 | 3,213 | $943,663 | 0.70% |
| 32 | BANK AMERICA CORP | 060505104 | 18,210 | $939,472 | 0.70% |
| 33 | TESLA INC | TSLA | 2,045 | $909,452 | 0.67% |
| 34 | BLACKROCK ETF TRUST | BLK | 31,190 | $872,874 | 0.65% |
| 35 | VANGUARD WHITEHALL FDS | 921946810 | 9,231 | $826,781 | 0.61% |
| 36 | GLOBAL X FDS | 37954Y574 | 17,389 | $808,762 | 0.60% |
| 37 | SCHWAB STRATEGIC TR | 808524102 | 31,248 | $803,394 | 0.60% |
| 38 | PACER FDS TR | 69374H360 | 21,706 | $787,911 | 0.58% |
| 39 | ISHARES TR | 464288760 | 3,623 | $758,216 | 0.56% |
| 40 | ISHARES TR | 464288794 | 4,028 | $712,420 | 0.53% |
| 41 | ISHARES GOLD TR | IAU | 9,517 | $692,552 | 0.51% |
| 42 | ISHARES TR | 464287515 | 5,918 | $680,629 | 0.50% |
| 43 | ISHARES TR | 464287580 | 6,314 | $661,656 | 0.49% |
| 44 | ISHARES TR | 464287754 | 4,384 | $639,543 | 0.47% |
| 45 | ISHARES TR | 464288786 | 4,393 | $588,852 | 0.44% |
| 46 | JANUS DETROIT STR TR | 47103U845 | 11,330 | $575,347 | 0.43% |
| 47 | AMPLIFY ETF TR | 032108409 | 12,266 | $546,691 | 0.41% |
| 48 | JPMORGAN CHASE & CO. | VYLD | 1,643 | $518,403 | 0.38% |
| 49 | VISA INC | V | 1,467 | $500,879 | 0.37% |
| 50 | TRANE TECHNOLOGIES PLC | TT | 1,153 | $486,611 | 0.36% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C409 | 5,837 | $466,563 | 0.35% |
| 52 | VANGUARD WORLD FD | 92204A504 | 1,667 | $432,628 | 0.32% |
| 53 | DUKE ENERGY CORP NEW | DUKB | 3,272 | $404,936 | 0.30% |
| 54 | JANUS DETROIT STR TR | 47103U886 | 8,124 | $400,443 | 0.30% |
| 55 | SPDR S&P 500 ETF TR | SPY | 597 | $397,760 | 0.29% |
| 56 | QUALCOMM INC | QCOM | 2,190 | $364,247 | 0.27% |
| 57 | AT&T INC | T-PC | 12,746 | $359,957 | 0.27% |
| 58 | SALESFORCE INC | CRM | 1,303 | $308,908 | 0.23% |
| 59 | THE CIGNA GROUP | 125523100 | 1,047 | $301,798 | 0.22% |
| 60 | ADOBE INC | ADBE | 806 | $284,317 | 0.21% |
| 61 | PROCTER AND GAMBLE CO | 742718109 | 1,762 | $270,731 | 0.20% |
| 62 | VERIZON COMMUNICATIONS INC | VZ | 5,956 | $261,768 | 0.19% |
| 63 | VANGUARD TAX-MANAGED FDS | 921943858 | 4,325 | $259,143 | 0.19% |
| 64 | TRUIST FINL CORP | 89832Q109 | 5,665 | $258,990 | 0.19% |
| 65 | ALPHABET INC | GOOG | 1,043 | $253,916 | 0.19% |
| 66 | CURTISS WRIGHT CORP | CW | 464 | $251,723 | 0.19% |
| 67 | ISHARES TR | 464287598 | 1,232 | $250,904 | 0.19% |
| 68 | BOOKING HOLDINGS INC | BKNG | 44 | $234,942 | 0.17% |
| 69 | TJX COS INC NEW | 872540109 | 1,602 | $231,559 | 0.17% |
| 70 | SCHWAB CHARLES CORP | SCHW-PJ | 2,348 | $224,184 | 0.17% |
| 71 | UNION PAC CORP | UNP | 941 | $222,538 | 0.17% |
| 72 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 4,274 | $216,833 | 0.16% |
| 73 | 3M CO | MMM | 1,300 | $201,705 | 0.15% |