Muirfield Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), Muirfield Wealth Advisors LLC reported 70 stock positions worth $125.6 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 11.2% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.7%) and Vanguard Short-Term Treasury (VGSH, 5.6%). Compared with Q1 2025, it opened 8 new positions, sold out of 6, added to 35 and reduced 24. The biggest buy was a new position in iShares 7-10 Year Treasury B (IEF) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $125.6M (Q2 2025)
- SEC Filing
- 0001951757-25-000955 ↗ filed Jul 25, 2025
Holdings Value
Holdings 70 stocks · $125.6M
| RSP Invesco S&P 500 Equal Weight | 11.20% | 77,412 | $14.1M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.70% | 14,740 | $7.2M | Add +0.4% |
| VGSH Vanguard Short-Term Treasury | 5.60% | 119,632 | $7.0M | Reduce -26.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.40% | 15,479 | $6.8M | Add +22.7% |
| VIG Vanguard Dividend Apprec ETF | 5.01% | 30,777 | $6.3M | Reduce -1.3% |
| IJR iShares Core S&P Small-Cap E | 4.75% | 54,589 | $6.0M | Add +8.3% |
| IEF iShares 7-10 Year Treasury B | 4.29% | 56,243 | $5.4M | New |
| IJH iShares Core S&P Midcap ETF | 4.19% | 84,852 | $5.3M | Add +1.4% |
| SCHX Schwab US Large-Cap ETF | 3.65% | 187,747 | $4.6M | Reduce -44.8% |
| NVDA Nvidia Corp. | 3.64% | 28,979 | $4.6M | Add +0.0% |
| USMV iShares MSCI USA Min Vol Fac | 2.94% | 39,413 | $3.7M | Reduce -1.0% |
| MINT PIMCO Enhanced Short Maturit | 2.56% | 31,992 | $3.2M | Add +2.4% |
| FV First Trust DW Focus 5 Fund | 2.43% | 51,598 | $3.1M | Add +4.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.32% | 4 | $2.9M | No change |
| AAPL Apple Inc. | 2.31% | 14,143 | $2.9M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 2.08% | 98,573 | $2.6M | Add +19.4% |
| MSFT Microsoft Corp. | 1.77% | 4,476 | $2.2M | Add +0.7% |
| RY Royal Bank of Canada | 1.77% | 16,922 | $2.2M | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.70% | 7,040 | $2.1M | Add +23.7% |
| META Meta Platforms Inc. Class A | 1.48% | 2,518 | $1.9M | Add +0.4% |
| AXP American Express Co. | 1.21% | 4,766 | $1.5M | Add +0.3% |
| OMFL Invesco Russell 1000 DYN M/F | 1.18% | 25,756 | $1.5M | Add +20.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 6,119 | $1.5M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 1.14% | 8,092 | $1.4M | Add +0.4% |
| FCNCA First Citizens Bcshs Class A | 1.10% | 709 | $1.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.95% | 5,418 | $1.2M | Reduce -0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.85% | 12,802 | $1.1M | Reduce -22.6% |
| RJF Raymond James Financial Inc. | 0.82% | 6,745 | $1.0M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.72% | 1,466 | $910K | Reduce -6.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.71% | 3,201 | $896K | Add +0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.69% | 18,243 | $863K | Add +1.5% |
| BIDD iShares International Divide | 0.67% | 31,032 | $847K | Add +11.3% |
| IWF iShares Russell 1000 Growth | 0.67% | 1,981 | $841K | Add +0.1% |
| VIGI Vanguard Int Div App Indx FD | 0.66% | 9,170 | $826K | Add +79.5% |
| AUSF Global X Adaptive US Factor | 0.61% | 17,152 | $767K | Reduce -5.3% |
| COWG Pacer US LRG Cap Cows GR LD | 0.61% | 21,659 | $760K | New |
| SCHB Schwab US Broad Market ETF | 0.59% | 31,158 | $742K | Reduce -23.7% |
| ITA iShares U.S. Aerospace & Def | 0.54% | 3,610 | $681K | Reduce -12.8% |
| IAI iShares U.S. Broker-Dealers | 0.54% | 4,026 | $681K | Reduce -11.0% |
| TSLA Tesla Inc. | 0.54% | 2,117 | $672K | No change |
| IGV iShares Expanded Tech-Softwa | 0.52% | 5,918 | $648K | Reduce -14.8% |
| IYC iShares US Consumer Discreti | 0.50% | 6,307 | $628K | Reduce -12.2% |
| IYJ iShares U.S. Industrials ETF | 0.50% | 4,374 | $622K | Reduce -9.8% |
| IAK iShares U.S. Insurance ETF | 0.47% | 4,376 | $588K | Reduce -8.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.45% | 11,038 | $560K | Add +7.1% |
| IAU iShares Gold Trust | 0.44% | 8,875 | $553K | New |
| VHT Vanguard Health Care ETF | 0.42% | 2,105 | $523K | Reduce -6.3% |
| V Visa Inc. Class A | 0.41% | 1,464 | $520K | Add +5.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.41% | 12,144 | $517K | Reduce -2.1% |
| TT Trane Technologies PLC | 0.38% | 1,085 | $474K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.37% | 1,586 | $460K | Add +5.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 5,292 | $421K | Reduce -1.9% |
| DUK Duke Energy Corp. | 0.32% | 3,364 | $397K | Add +1.2% |
| CRM Salesforce Inc. | 0.32% | 1,453 | $396K | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 595 | $368K | Reduce -19.9% |
| T AT&T Inc. | 0.29% | 12,620 | $365K | Add +1.0% |
| QCOM Qualcomm Inc. | 0.27% | 2,121 | $338K | Reduce -0.1% |
| ADBE Adobe Inc. | 0.25% | 810 | $313K | Reduce -8.1% |
| MRK Merck & Co. Inc. | 0.24% | 3,746 | $297K | Add +1.0% |
| VNLA Janus Henderson Short Durati | 0.24% | 6,023 | $296K | New |
| PG The Procter & Gamble Co. | 0.22% | 1,700 | $271K | No change |
| UNP Union Pacific Corp. | 0.20% | 1,114 | $256K | Add +0.1% |
| VZ Verizon Communications Inc. | 0.20% | 5,864 | $254K | Add +1.5% |
| TFC Truist Financial Corp. | 0.19% | 5,603 | $241K | Add +1.3% |
| BKNG Booking Holdings Inc. | 0.19% | 40 | $234K | New |
| CW Curtiss-Wright Corp. | 0.18% | 463 | $226K | New |
| JPST JPMorgan Ultra-Short Income | 0.17% | 4,326 | $219K | Add +7.1% |
| SCHW Schwab (charles) Corp. | 0.16% | 2,266 | $207K | New |
| SO The Southern Co. | 0.16% | 2,204 | $202K | Reduce -5.0% |
| PM Philip Morris International | 0.16% | 1,104 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SCHX Schwab US Large-Cap ETF | Reduce -44.8% | 3.65% | −2.73 |
| VGSH Vanguard Short-Term Treasury | Reduce -26.9% | 5.60% | −2.56 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −1.61 |
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −0.29 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -22.6% | 0.85% | −0.27 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.27 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.25 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.0% | 2.94% | −0.22 |
| DBEF Xtrackers MSCI Eafe Hedged E | Sold out | 0.00% | −0.20 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.20 |
| SCHB Schwab US Broad Market ETF | Reduce -23.7% | 0.59% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 5.01% | −0.12 |
| IAK iShares U.S. Insurance ETF | Reduce -8.3% | 0.47% | −0.09 |
| VHT Vanguard Health Care ETF | Reduce -6.3% | 0.42% | −0.09 |
| AUSF Global X Adaptive US Factor | Reduce -5.3% | 0.61% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.9% | 0.29% | −0.06 |
| IYJ iShares U.S. Industrials ETF | Reduce -9.8% | 0.50% | −0.04 |
| IYC iShares US Consumer Discreti | Reduce -12.2% | 0.50% | −0.04 |
| ADBE Adobe Inc. | Reduce -8.1% | 0.25% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.8% | 1.15% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.9% | 0.33% | −0.03 |
| CRM Salesforce Inc. | Reduce -1.6% | 0.32% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.2% | 0.72% | −0.02 |
| SO The Southern Co. | Reduce -5.0% | 0.16% | −0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -2.1% | 0.41% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Reduce -14.8% | 0.52% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -0.1% | 0.27% | −0.01 |
| IAI iShares U.S. Broker-Dealers | Reduce -11.0% | 0.54% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Reduce -12.8% | 0.54% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 0.95% | +0.07 |
Portfolio Buys Q1 2025 → Q2 2025
| IEF iShares 7-10 Year Treasury B | New | 4.29% | +4.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +22.7% | 5.40% | +1.43 |
| NVDA Nvidia Corp. | Add +0.0% | 3.64% | +0.98 |
| COWG Pacer US LRG Cap Cows GR LD | New | 0.61% | +0.61 |
| IAU iShares Gold Trust | New | 0.44% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +23.7% | 1.70% | +0.38 |
| MSFT Microsoft Corp. | Add +0.7% | 1.77% | +0.35 |
| VIGI Vanguard Int Div App Indx FD | Add +79.5% | 0.66% | +0.30 |
| IJR iShares Core S&P Small-Cap E | Add +8.3% | 4.75% | +0.27 |
| META Meta Platforms Inc. Class A | Add +0.4% | 1.48% | +0.25 |
| VNLA Janus Henderson Short Durati | New | 0.24% | +0.24 |
| OMFL Invesco Russell 1000 DYN M/F | Add +20.1% | 1.18% | +0.21 |
| BKNG Booking Holdings Inc. | New | 0.19% | +0.19 |
| CW Curtiss-Wright Corp. | New | 0.18% | +0.18 |
| SCHW Schwab (charles) Corp. | New | 0.16% | +0.16 |
| RY Royal Bank of Canada | Add +0.7% | 1.77% | +0.16 |
| PM Philip Morris International | New | 0.16% | +0.16 |
| FV First Trust DW Focus 5 Fund | Add +4.6% | 2.43% | +0.13 |
| AXP American Express Co. | Add +0.3% | 1.21% | +0.12 |
| SCHD Schwab US DVD Equity ETF | Add +19.4% | 2.08% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 1.14% | +0.08 |
| TT Trane Technologies PLC | Add +0.3% | 0.38% | +0.07 |
| IWF iShares Russell 1000 Growth | Add +0.1% | 0.67% | +0.06 |
| BIDD iShares International Divide | Add +11.3% | 0.67% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +5.2% | 0.37% | +0.05 |
| BAC Bank of America Corp. | Add +1.5% | 0.69% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 4.19% | +0.04 |
| RJF Raymond James Financial Inc. | Add +0.4% | 0.82% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 0.71% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Add +7.1% | 0.45% | +0.00 |
| V Visa Inc. Class A | Add +5.9% | 0.41% | +0.00 |
| JPST JPMorgan Ultra-Short Income | Add +7.1% | 0.17% | +0.00 |
| TFC Truist Financial Corp. | Add +1.3% | 0.19% | −0.00 |
| T AT&T Inc. | Add +1.0% | 0.29% | −0.01 |
| FCNCA First Citizens Bcshs Class A | Add +0.1% | 1.10% | −0.01 |
| UNP Union Pacific Corp. | Add +0.1% | 0.20% | −0.02 |
| VZ Verizon Communications Inc. | Add +1.5% | 0.20% | −0.02 |
| DUK Duke Energy Corp. | Add +1.2% | 0.32% | −0.03 |
| MRK Merck & Co. Inc. | Add +1.0% | 0.24% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Add +2.4% | 2.56% | −0.11 |
| RSP Invesco S&P 500 Equal Weight | Add +0.1% | 11.20% | −0.19 |
| AAPL Apple Inc. | Add +0.6% | 2.31% | −0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 5.70% | −0.94 |
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 |