MUIRFIELD WEALTH ADVISORS LLC 13F Holdings
CIK 0002014898 · CHARLOTTE, NC
As of Sep 30, 2025, MUIRFIELD WEALTH ADVISORS LLC reported 73 positions worth
CIK 0002014898 · CHARLOTTE, NC
As of Sep 30, 2025, MUIRFIELD WEALTH ADVISORS LLC reported 73 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 78,485 | 4.9M | 11.04% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 15,599 | $7.5M | 5.55% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 14,869 | $7.5M | 5.54% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 119,646 | $7.0M | 5.22% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 31,037 | $6.7M | 4.97% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 55,296 | $6.6M | 4.87% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 59,285 | $5.7M | 4.24% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 85,868 | $5.6M | 4.16% |
| NVIDIA CORP | NVDA | Technology | 29,136 | $5.4M | 4.03% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 186,081 | $4.9M | 3.63% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 40,213 | $3.8M | 2.84% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 33,194 | $3.3M | 2.48% |
| APPLE INC | AAPL | Technology | 12,738 | $3.2M | 2.41% |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | FV | — | 51,550 | $3.2M | 2.37% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 4 | $3.0M | 2.24% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 100,079 | $2.7M | 2.03% |
| ROYAL BANK OF CANADA | RY | Financial Services | 17,038 | $2.5M | 1.86% |
| MICROSOFT CORP | MSFT | Technology | 4,566 | $2.4M | 1.75% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 7,097 | $2.3M | 1.73% |
| ALPHABET INC | GOOGL | Equity | 8,055 | $2.0M | 1.45% |
| META PLATFORMS INC | META | Communication Services | 2,530 | .9M | 1.38% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 4,779 | .6M | 1.18% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 6,112 | .6M | 1.15% |
| OPPENHEIMER RUSSELL 1000 DYNAMIC MULTIFAC | OMFL | — | 25,713 | .5M | 1.15% |
| FIRST CITIZENS BANCSHARES INC | FCNCA | Financial Services | 710 | .3M | 0.94% |