Muirfield Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Muirfield Wealth Advisors LLC reported 68 stock positions worth $117.7 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 11.4% of the portfolio, followed by Vanguard Short-Term Treasury (VGSH, 8.2%) and Berkshire Hathaway Class B (BRK.B, 6.6%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 33 and reduced 29. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale an exit from iShares U.S. Home Constructi (ITB).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $117.7M (Q1 2025)
- SEC Filing
- 0001951757-25-000356 ↗ filed Apr 14, 2025
Holdings Value
Holdings 68 stocks · $117.7M
| RSP Invesco S&P 500 Equal Weight | 11.38% | 77,376 | $13.4M | Reduce -0.8% |
| VGSH Vanguard Short-Term Treasury | 8.15% | 163,604 | $9.6M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.64% | 14,679 | $7.8M | Add +8.5% |
| SCHX Schwab US Large-Cap ETF | 6.38% | 340,257 | $7.5M | Reduce -2.3% |
| VIG Vanguard Dividend Apprec ETF | 5.14% | 31,169 | $6.0M | Reduce -0.8% |
| IJR iShares Core S&P Small-Cap E | 4.48% | 50,406 | $5.3M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 4.14% | 83,641 | $4.9M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.97% | 12,619 | $4.7M | Reduce -3.2% |
| USMV iShares MSCI USA Min Vol Fac | 3.17% | 39,821 | $3.7M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.71% | 4 | $3.2M | No change |
| MINT PIMCO Enhanced Short Maturit | 2.67% | 31,248 | $3.1M | Add +1.8% |
| NVDA Nvidia Corp. | 2.67% | 28,977 | $3.1M | Reduce -0.5% |
| AAPL Apple Inc. | 2.65% | 14,057 | $3.1M | Add +0.4% |
| FV First Trust DW Focus 5 Fund | 2.30% | 49,344 | $2.7M | Reduce -3.3% |
| SCHD Schwab US DVD Equity ETF | 1.96% | 82,585 | $2.3M | Add +0.1% |
| RY Royal Bank of Canada | 1.61% | 16,802 | $1.9M | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 1.61% | 19,122 | $1.9M | New |
| MSFT Microsoft Corp. | 1.42% | 4,445 | $1.7M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.33% | 5,690 | $1.6M | Reduce -9.2% |
| META Meta Platforms Inc. Class A | 1.23% | 2,508 | $1.4M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 6,296 | $1.4M | Add +8.1% |
| DGRW Wisdomtree U.S. Quality Divi | 1.12% | 16,530 | $1.3M | Reduce -11.0% |
| FCNCA First Citizens Bcshs Class A | 1.12% | 708 | $1.3M | No change |
| AXP American Express Co. | 1.09% | 4,752 | $1.3M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 1.06% | 8,057 | $1.2M | Add +1.8% |
| OMFL Invesco Russell 1000 DYN M/F | 0.97% | 21,442 | $1.1M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.88% | 5,445 | $1.0M | Reduce -0.7% |
| RJF Raymond James Financial Inc. | 0.79% | 6,721 | $934K | Add +0.3% |
| SCHB Schwab US Broad Market ETF | 0.75% | 40,835 | $879K | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.75% | 1,562 | $878K | Reduce -23.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.70% | 3,199 | $827K | Add +0.4% |
| AUSF Global X Adaptive US Factor | 0.67% | 18,107 | $790K | Add +1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.64% | 17,967 | $750K | Add +0.7% |
| BIDD iShares International Divide | 0.61% | 27,895 | $722K | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.61% | 1,979 | $715K | Add +0.1% |
| IAK iShares U.S. Insurance ETF | 0.56% | 4,771 | $658K | Reduce -33.1% |
| IYC iShares US Consumer Discreti | 0.54% | 7,179 | $634K | New |
| IAI iShares U.S. Broker-Dealers | 0.54% | 4,524 | $634K | Reduce -35.7% |
| ITA iShares U.S. Aerospace & Def | 0.54% | 4,138 | $633K | Reduce -32.4% |
| IYJ iShares U.S. Industrials ETF | 0.54% | 4,851 | $632K | Reduce -26.7% |
| IGV iShares Expanded Tech-Softwa | 0.52% | 6,943 | $618K | Reduce -28.6% |
| VHT Vanguard Health Care ETF | 0.51% | 2,247 | $595K | Reduce -26.9% |
| TSLA Tesla Inc. | 0.47% | 2,117 | $549K | Add +2.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.44% | 10,302 | $522K | Reduce -1.5% |
| DIVO Amplify CWP Enhan Divid ETF | 0.43% | 12,401 | $506K | Reduce -1.8% |
| V Visa Inc. Class A | 0.41% | 1,383 | $485K | Reduce -4.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 5,392 | $426K | Add +29.7% |
| VIGI Vanguard Int Div App Indx FD | 0.36% | 5,109 | $424K | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 743 | $416K | Add +0.3% |
| DUK Duke Energy Corp. | 0.34% | 3,323 | $405K | Add +0.8% |
| CRM Salesforce Inc. | 0.34% | 1,477 | $396K | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,507 | $370K | Add +0.9% |
| TT Trane Technologies PLC | 0.31% | 1,082 | $364K | Add +0.3% |
| T AT&T Inc. | 0.30% | 12,494 | $353K | Add +1.2% |
| ADBE Adobe Inc. | 0.29% | 881 | $338K | Reduce -3.0% |
| IAT iShares US Regional Banks Et | 0.29% | 7,240 | $338K | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.28% | 3,710 | $333K | Add +0.8% |
| QCOM Qualcomm Inc. | 0.28% | 2,122 | $326K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.27% | 597 | $313K | Reduce -19.0% |
| IYF iShares US Financials ETF | 0.25% | 2,615 | $295K | Reduce -19.4% |
| PG The Procter & Gamble Co. | 0.25% | 1,700 | $290K | No change |
| UNP Union Pacific Corp. | 0.22% | 1,113 | $263K | Add +1.6% |
| VZ Verizon Communications Inc. | 0.22% | 5,775 | $262K | Add +0.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.20% | 5,514 | $239K | Add +6.1% |
| FISV Fiserv Inc. | 0.20% | 1,071 | $237K | Add +4.5% |
| TFC Truist Financial Corp. | 0.19% | 5,530 | $228K | Add +1.1% |
| SO The Southern Co. | 0.18% | 2,320 | $213K | New |
| JPST JPMorgan Ultra-Short Income | 0.17% | 4,040 | $205K | Add +1.6% |
Portfolio Sells Q4 2024 → Q1 2025
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.64 |
| NVDA Nvidia Corp. | Reduce -0.5% | 2.67% | −0.56 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.2% | 3.97% | −0.44 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.8% | 4.48% | −0.35 |
| IAI iShares U.S. Broker-Dealers | Reduce -35.7% | 0.54% | −0.30 |
| IGV iShares Expanded Tech-Softwa | Reduce -28.6% | 0.52% | −0.28 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.3% | 6.38% | −0.28 |
| IVV iShares Core S&P 500 ETF | Reduce -23.2% | 0.75% | −0.24 |
| ITA iShares U.S. Aerospace & Def | Reduce -32.4% | 0.54% | −0.20 |
| IYJ iShares U.S. Industrials ETF | Reduce -26.7% | 0.54% | −0.19 |
| FV First Trust DW Focus 5 Fund | Reduce -3.3% | 2.30% | −0.19 |
| IAK iShares U.S. Insurance ETF | Reduce -33.1% | 0.56% | −0.19 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.2% | 1.33% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 4.14% | −0.17 |
| VHT Vanguard Health Care ETF | Reduce -26.9% | 0.51% | −0.14 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -11.0% | 1.12% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.88% | −0.11 |
| ADBE Adobe Inc. | Reduce -3.0% | 0.29% | −0.05 |
| IYF iShares US Financials ETF | Reduce -19.4% | 0.25% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -19.0% | 0.27% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -1.5% | 0.75% | −0.03 |
| IAT iShares US Regional Banks Et | Reduce -0.3% | 0.29% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 1.23% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -1.5% | 0.44% | +0.01 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -1.8% | 0.43% | +0.01 |
| V Visa Inc. Class A | Reduce -4.4% | 0.41% | +0.04 |
| BIDD iShares International Divide | Reduce -1.3% | 0.61% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.8% | 5.14% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 11.38% | +0.12 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.6% | 3.17% | +0.20 |
Portfolio Buys Q4 2024 → Q1 2025
| AGG iShares Core U.S. Aggregate | New | 1.61% | +1.61 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.5% | 6.64% | +1.58 |
| IYC iShares US Consumer Discreti | New | 0.54% | +0.54 |
| VGSH Vanguard Short-Term Treasury | Add +0.5% | 8.15% | +0.35 |
| SO The Southern Co. | New | 0.18% | +0.18 |
| MINT PIMCO Enhanced Short Maturit | Add +1.8% | 2.67% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 1.96% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +29.7% | 0.36% | +0.09 |
| T AT&T Inc. | Add +1.2% | 0.30% | +0.07 |
| AUSF Global X Adaptive US Factor | Add +1.3% | 0.67% | +0.05 |
| DUK Duke Energy Corp. | Add +0.8% | 0.34% | +0.05 |
| VIGI Vanguard Int Div App Indx FD | Add +5.4% | 0.36% | +0.04 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.22% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.1% | 1.19% | +0.03 |
| FISV Fiserv Inc. | Add +4.5% | 0.20% | +0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +6.1% | 0.20% | +0.03 |
| OMFL Invesco Russell 1000 DYN M/F | Add +0.7% | 0.97% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.9% | 0.31% | +0.02 |
| UNP Union Pacific Corp. | Add +1.6% | 0.22% | +0.02 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.28% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.70% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +1.6% | 0.17% | +0.01 |
| TFC Truist Financial Corp. | Add +1.1% | 0.19% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.35% | −0.00 |
| BAC Bank of America Corp. | Add +0.7% | 0.64% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.8% | 0.28% | −0.02 |
| TT Trane Technologies PLC | Add +0.3% | 0.31% | −0.02 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.61% | −0.05 |
| RY Royal Bank of Canada | Add +0.7% | 1.61% | −0.05 |
| CRM Salesforce Inc. | Add +1.4% | 0.34% | −0.06 |
| RJF Raymond James Financial Inc. | Add +0.3% | 0.79% | −0.07 |
| AXP American Express Co. | Add +0.2% | 1.09% | −0.07 |
| MSFT Microsoft Corp. | Add +0.4% | 1.42% | −0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.8% | 1.06% | −0.18 |
| TSLA Tesla Inc. | Add +2.1% | 0.47% | −0.22 |
| AAPL Apple Inc. | Add +0.4% | 2.65% | −0.24 |
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 |