Muirfield Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Muirfield Wealth Advisors LLC reported 66 stock positions worth $121.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 11.3% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 7.8%) and Schwab US Large-Cap ETF (SCHX, 6.7%). Compared with Q3 2024, it opened 8 new positions, sold out of 3, added to 32 and reduced 25. The biggest buy was Apple (AAPL, shares +54%) and the biggest sale an exit from iShares Silver Trust (SLV).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $121.3M (Q4 2024)
- SEC Filing
- 0001951757-25-000128 ↗ filed Jan 24, 2025
Holdings Value
Holdings 66 stocks · $121.3M
| RSP Invesco S&P 500 Equal Weight | 11.27% | 77,993 | $13.7M | Reduce -1.3% |
| VGSH Vanguard Short-Term Treasury | 7.80% | 162,736 | $9.5M | Add +0.6% |
| SCHX Schwab US Large-Cap ETF | 6.66% | 348,297 | $8.1M | Reduce -3.0% |
| VIG Vanguard Dividend Apprec ETF | 5.07% | 31,432 | $6.2M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.06% | 13,533 | $6.1M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 4.83% | 50,800 | $5.9M | Add +1.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.41% | 13,041 | $5.4M | Reduce -5.3% |
| IJH iShares Core S&P Midcap ETF | 4.31% | 83,953 | $5.2M | Reduce -1.3% |
| NVDA Nvidia Corp. | 3.22% | 29,124 | $3.9M | Add +5.8% |
| USMV iShares MSCI USA Min Vol Fac | 2.96% | 40,490 | $3.6M | Reduce -2.3% |
| AAPL Apple Inc. | 2.89% | 14,002 | $3.5M | Add +54.2% |
| MINT PIMCO Enhanced Short Maturit | 2.54% | 30,702 | $3.1M | Add +4.0% |
| FV First Trust DW Focus 5 Fund | 2.48% | 51,035 | $3.0M | Reduce -3.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.25% | 4 | $2.7M | No change |
| SCHD Schwab US DVD Equity ETF | 1.86% | 82,475 | $2.3M | Add +2.0% |
| RY Royal Bank of Canada | 1.66% | 16,680 | $2.0M | Add +0.7% |
| MSFT Microsoft Corp. | 1.54% | 4,427 | $1.9M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.50% | 6,265 | $1.8M | Reduce -7.4% |
| DGRW Wisdomtree U.S. Quality Divi | 1.24% | 18,574 | $1.5M | Add +51.0% |
| GOOGL Alphabet Inc. Class A | 1.24% | 7,918 | $1.5M | Add +0.1% |
| FCNCA First Citizens Bcshs Class A | 1.23% | 708 | $1.5M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.23% | 2,546 | $1.5M | Reduce -0.6% |
| AXP American Express Co. | 1.16% | 4,742 | $1.4M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 5,827 | $1.4M | Add +5.3% |
| AMZN Amazon.com Inc. | 0.99% | 5,481 | $1.2M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 0.99% | 2,035 | $1.2M | Add +21.4% |
| OMFL Invesco Russell 1000 DYN M/F | 0.95% | 21,289 | $1.2M | Add +3.9% |
| RJF Raymond James Financial Inc. | 0.86% | 6,700 | $1.0M | Add +0.3% |
| IAI iShares U.S. Broker-Dealers | 0.84% | 7,038 | $1.0M | Reduce -7.0% |
| IGV iShares Expanded Tech-Softwa | 0.80% | 9,730 | $974K | Reduce -6.9% |
| SCHB Schwab US Broad Market ETF | 0.78% | 41,450 | $941K | Add +0.4% |
| IAK iShares U.S. Insurance ETF | 0.74% | 7,136 | $902K | Reduce -6.6% |
| ITA iShares U.S. Aerospace & Def | 0.73% | 6,123 | $890K | Reduce -7.0% |
| IYJ iShares U.S. Industrials ETF | 0.73% | 6,622 | $884K | Reduce -6.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.69% | 3,185 | $841K | Add +8.4% |
| TSLA Tesla Inc. | 0.69% | 2,074 | $838K | Add +1.4% |
| IWF iShares Russell 1000 Growth | 0.65% | 1,977 | $794K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.65% | 17,851 | $785K | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.64% | 3,073 | $780K | Add +3.0% |
| ITB iShares U.S. Home Constructi | 0.64% | 7,473 | $773K | Reduce -7.1% |
| AUSF Global X Adaptive US Factor | 0.62% | 17,877 | $751K | Add +1.1% |
| BIDD iShares International Divide | 0.57% | 28,258 | $697K | New |
| JAAA Janus Henderson Aaa Clo ETF | 0.44% | 10,459 | $530K | Reduce -2.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.42% | 12,630 | $511K | Add +8.2% |
| CRM Salesforce Inc. | 0.40% | 1,457 | $487K | Add +2.3% |
| V Visa Inc. Class A | 0.38% | 1,446 | $457K | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 741 | $434K | Reduce -0.5% |
| ADBE Adobe Inc. | 0.33% | 908 | $404K | Reduce -22.1% |
| TT Trane Technologies PLC | 0.33% | 1,079 | $399K | Add +1.7% |
| VIGI Vanguard Int Div App Indx FD | 0.32% | 4,849 | $388K | Reduce -2.6% |
| UNH Unitedhealth Group Inc. | 0.31% | 737 | $373K | Add +68.7% |
| MRK Merck & Co. Inc. | 0.30% | 3,681 | $366K | Add +0.7% |
| IAT iShares US Regional Banks Et | 0.30% | 7,262 | $366K | New |
| IYF iShares US Financials ETF | 0.30% | 3,244 | $359K | New |
| JPM JPMorgan Chase & Co. | 0.30% | 1,493 | $358K | Reduce -7.0% |
| DUK Duke Energy Corp. | 0.29% | 3,295 | $355K | Reduce -0.4% |
| QCOM Qualcomm Inc. | 0.27% | 2,112 | $324K | Reduce -2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 4,157 | $324K | New |
| PG The Procter & Gamble Co. | 0.23% | 1,700 | $285K | New |
| T AT&T Inc. | 0.23% | 12,350 | $281K | Add +1.2% |
| UNP Union Pacific Corp. | 0.21% | 1,096 | $250K | New |
| TFC Truist Financial Corp. | 0.20% | 5,468 | $237K | Add +1.1% |
| VZ Verizon Communications Inc. | 0.19% | 5,729 | $229K | Add +0.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.18% | 5,196 | $215K | New |
| FISV Fiserv Inc. | 0.17% | 1,025 | $211K | New |
| JPST JPMorgan Ultra-Short Income | 0.17% | 3,975 | $200K | Reduce -10.3% |
Portfolio Sells Q3 2024 → Q4 2024
| SLV iShares Silver Trust | Sold out | 0.00% | −0.81 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.3% | 11.27% | −0.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 5.06% | −0.35 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.9% | 5.07% | −0.26 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.3% | 2.96% | −0.25 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.0% | 6.66% | −0.24 |
| ITB iShares U.S. Home Constructi | Reduce -7.1% | 0.64% | −0.23 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.21 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 4.31% | −0.19 |
| ADBE Adobe Inc. | Reduce -22.1% | 0.33% | −0.18 |
| SO The Southern Co. | Sold out | 0.00% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.4% | 1.50% | −0.13 |
| FV First Trust DW Focus 5 Fund | Reduce -3.2% | 2.48% | −0.13 |
| ITA iShares U.S. Aerospace & Def | Reduce -7.0% | 0.73% | −0.10 |
| IAK iShares U.S. Insurance ETF | Reduce -6.6% | 0.74% | −0.09 |
| IYJ iShares U.S. Industrials ETF | Reduce -6.9% | 0.73% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.3% | 4.41% | −0.08 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.6% | 0.32% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -2.9% | 0.27% | −0.05 |
| DUK Duke Energy Corp. | Reduce -0.4% | 0.29% | −0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -2.4% | 0.44% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -10.3% | 0.17% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 1.23% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.36% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.0% | 0.30% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Reduce -6.9% | 0.80% | +0.01 |
| IAI iShares U.S. Broker-Dealers | Reduce -7.0% | 0.84% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -3.7% | 0.99% | +0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| AAPL Apple Inc. | Add +54.2% | 2.89% | +1.09 |
| BIDD iShares International Divide | New | 0.57% | +0.57 |
| NVDA Nvidia Corp. | Add +5.8% | 3.22% | +0.38 |
| DGRW Wisdomtree U.S. Quality Divi | Add +51.0% | 1.24% | +0.37 |
| IAT iShares US Regional Banks Et | New | 0.30% | +0.30 |
| IYF iShares US Financials ETF | New | 0.30% | +0.30 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.27% | +0.27 |
| TSLA Tesla Inc. | Add +1.4% | 0.69% | +0.24 |
| PG The Procter & Gamble Co. | New | 0.23% | +0.23 |
| UNP Union Pacific Corp. | New | 0.21% | +0.21 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.18% | +0.18 |
| FISV Fiserv Inc. | New | 0.17% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +21.4% | 0.99% | +0.17 |
| RJF Raymond James Financial Inc. | Add +0.3% | 0.86% | +0.16 |
| FCNCA First Citizens Bcshs Class A | Add +0.1% | 1.23% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 1.24% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +68.7% | 0.31% | +0.09 |
| CRM Salesforce Inc. | Add +2.3% | 0.40% | +0.07 |
| AXP American Express Co. | Add +0.3% | 1.16% | +0.07 |
| BAC Bank of America Corp. | Add +0.4% | 0.65% | +0.05 |
| V Visa Inc. Class A | Add +1.6% | 0.38% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.3% | 1.15% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.4% | 0.69% | +0.04 |
| OMFL Invesco Russell 1000 DYN M/F | Add +3.9% | 0.95% | +0.03 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.65% | +0.02 |
| MINT PIMCO Enhanced Short Maturit | Add +4.0% | 2.54% | +0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Add +8.2% | 0.42% | +0.01 |
| T AT&T Inc. | Add +1.2% | 0.23% | +0.00 |
| TFC Truist Financial Corp. | Add +1.1% | 0.20% | −0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.4% | 0.78% | −0.00 |
| TT Trane Technologies PLC | Add +1.7% | 0.33% | −0.02 |
| AUSF Global X Adaptive US Factor | Add +1.1% | 0.62% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.3% | 0.19% | −0.03 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.30% | −0.05 |
| MSFT Microsoft Corp. | Add +0.6% | 1.54% | −0.07 |
| VHT Vanguard Health Care ETF | Add +3.0% | 0.64% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Add +2.0% | 1.86% | −0.08 |
| RY Royal Bank of Canada | Add +0.7% | 1.66% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 4.83% | −0.16 |
| VGSH Vanguard Short-Term Treasury | Add +0.6% | 7.80% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $153.2M | RSP, BRK.B, IJR, VUG, VIG |
| Q1 2026 | 80 | $135.9M | RSP, BRK.B, VGSH, IJR, VUG |
| Q4 2025 | 75 | $136.3M | RSP, BRK.B, VUG, VGSH, VIG |
| Q3 2025 | 73 | $134.9M | RSP, VUG, BRK.B, VGSH, VIG |
| Q2 2025 | 70 | $125.6M | RSP, BRK.B, VGSH, VUG, VIG |
| Q1 2025 | 68 | $117.7M | RSP, VGSH, BRK.B, SCHX, VIG |
| Q4 2024 | 66 | $121.3M | RSP, VGSH, SCHX, VIG, BRK.B |
| Q3 2024 | 61 | $117.7M | RSP, VGSH, SCHX, BRK.B, VIG |
| Q2 2024 | 59 | $106.5M | RSP, VGSH, SCHX, VIG, IJR |
| Q1 2024 | 60 | $103.8M | RSP, VGSH, SCHX, VIG, IJR |