Muirfield Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Muirfield Wealth Advisors LLC reported 73 stock positions worth $134.9 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 11.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 5.5%) and Berkshire Hathaway Class B (BRK.B, 5.5%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 50 and reduced 14. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from Merck (MRK).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $134.9M (Q3 2025)
- SEC Filing
- 0001951757-25-001390 ↗ filed Nov 12, 2025
Holdings Value
Holdings 73 stocks · $134.9M
| RSP Invesco S&P 500 Equal Weight | 11.04% | 78,485 | $14.9M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.55% | 15,599 | $7.5M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.54% | 14,869 | $7.5M | Add +0.9% |
| VGSH Vanguard Short-Term Treasury | 5.22% | 119,646 | $7.0M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 4.97% | 31,037 | $6.7M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 4.87% | 55,296 | $6.6M | Add +1.3% |
| IEF iShares 7-10 Year Treasury B | 4.24% | 59,285 | $5.7M | Add +5.4% |
| IJH iShares Core S&P Midcap ETF | 4.16% | 85,868 | $5.6M | Add +1.2% |
| NVDA Nvidia Corp. | 4.03% | 29,136 | $5.4M | Add +0.5% |
| SCHX Schwab US Large-Cap ETF | 3.63% | 186,081 | $4.9M | Reduce -0.9% |
| USMV iShares MSCI USA Min Vol Fac | 2.84% | 40,213 | $3.8M | Add +2.0% |
| MINT PIMCO Enhanced Short Maturit | 2.48% | 33,194 | $3.3M | Add +3.8% |
| AAPL Apple Inc. | 2.40% | 12,738 | $3.2M | Reduce -9.9% |
| FV First Trust DW Focus 5 Fund | 2.37% | 51,550 | $3.2M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.24% | 4 | $3.0M | No change |
| SCHD Schwab US DVD Equity ETF | 2.03% | 100,079 | $2.7M | Add +1.5% |
| RY Royal Bank of Canada | 1.86% | 17,038 | $2.5M | Add +0.7% |
| MSFT Microsoft Corp. | 1.75% | 4,566 | $2.4M | Add +2.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.73% | 7,097 | $2.3M | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 1.45% | 8,055 | $2.0M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 1.38% | 2,530 | $1.9M | Add +0.5% |
| AXP American Express Co. | 1.18% | 4,779 | $1.6M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 6,112 | $1.6M | Reduce -0.1% |
| OMFL Invesco Russell 1000 DYN M/F | 1.15% | 25,713 | $1.5M | Reduce -0.2% |
| FCNCA First Citizens Bcshs Class A | 0.94% | 710 | $1.3M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.91% | 5,601 | $1.2M | Add +3.4% |
| RJF Raymond James Financial Inc. | 0.87% | 6,767 | $1.2M | Add +0.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.84% | 12,805 | $1.1M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.80% | 2,308 | $1.1M | Add +16.5% |
| IVV iShares Core S&P 500 ETF | 0.73% | 1,466 | $981K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.70% | 3,213 | $944K | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.70% | 18,210 | $939K | Reduce -0.2% |
| TSLA Tesla Inc. | 0.67% | 2,045 | $909K | Reduce -3.4% |
| BIDD iShares International Divide | 0.65% | 31,190 | $873K | Add +0.5% |
| VIGI Vanguard Int Div App Indx FD | 0.61% | 9,231 | $827K | Add +0.7% |
| AUSF Global X Adaptive US Factor | 0.60% | 17,389 | $809K | Add +1.4% |
| SCHB Schwab US Broad Market ETF | 0.60% | 31,248 | $803K | Add +0.3% |
| COWG Pacer US LRG Cap Cows GR LD | 0.58% | 21,706 | $788K | Add +0.2% |
| ITA iShares U.S. Aerospace & Def | 0.56% | 3,623 | $758K | Add +0.4% |
| IAI iShares U.S. Broker-Dealers | 0.53% | 4,028 | $712K | Add +0.1% |
| IAU iShares Gold Trust | 0.51% | 9,517 | $693K | Add +7.2% |
| IGV iShares Expanded Tech-Softwa | 0.50% | 5,918 | $681K | No change |
| IYC iShares US Consumer Discreti | 0.49% | 6,314 | $662K | Add +0.1% |
| IYJ iShares U.S. Industrials ETF | 0.47% | 4,384 | $640K | Add +0.2% |
| IAK iShares U.S. Insurance ETF | 0.44% | 4,393 | $589K | Add +0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.43% | 11,330 | $575K | Add +2.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.41% | 12,266 | $547K | Add +1.0% |
| JPM JPMorgan Chase & Co. | 0.38% | 1,643 | $518K | Add +3.6% |
| V Visa Inc. Class A | 0.37% | 1,467 | $501K | Add +0.2% |
| TT Trane Technologies PLC | 0.36% | 1,153 | $487K | Add +6.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 5,837 | $467K | Add +10.3% |
| VHT Vanguard Health Care ETF | 0.32% | 1,667 | $433K | Reduce -20.8% |
| DUK Duke Energy Corp. | 0.30% | 3,272 | $405K | Reduce -2.7% |
| VNLA Janus Henderson Short Durati | 0.30% | 8,124 | $400K | Add +34.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 597 | $398K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.27% | 2,190 | $364K | Add +3.3% |
| T AT&T Inc. | 0.27% | 12,746 | $360K | Add +1.0% |
| CRM Salesforce Inc. | 0.23% | 1,303 | $309K | Reduce -10.3% |
| CI The Cigna Group | 0.22% | 1,047 | $302K | New |
| ADBE Adobe Inc. | 0.21% | 806 | $284K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.20% | 1,762 | $271K | Add +3.6% |
| VZ Verizon Communications Inc. | 0.19% | 5,956 | $262K | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 4,325 | $259K | New |
| TFC Truist Financial Corp. | 0.19% | 5,665 | $259K | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,043 | $254K | New |
| CW Curtiss-Wright Corp. | 0.19% | 464 | $252K | Add +0.2% |
| IWD iShares Russell 1000 Value E | 0.19% | 1,232 | $251K | New |
| BKNG Booking Holdings Inc. | 0.17% | 44 | $235K | Add +10.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 1,602 | $232K | New |
| SCHW Schwab (charles) Corp. | 0.17% | 2,348 | $224K | Add +3.6% |
| UNP Union Pacific Corp. | 0.17% | 941 | $223K | Reduce -15.5% |
| JPST JPMorgan Ultra-Short Income | 0.16% | 4,274 | $217K | Reduce -1.2% |
| MMM 3M Co. | 0.15% | 1,300 | $202K | New |
Portfolio Sells Q2 2025 → Q3 2025
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.24 |
| SO The Southern Co. | Sold out | 0.00% | −0.16 |
| PM Philip Morris International | Sold out | 0.00% | −0.16 |
| VHT Vanguard Health Care ETF | Reduce -20.8% | 0.32% | −0.10 |
| CRM Salesforce Inc. | Reduce -10.3% | 0.23% | −0.09 |
| FV First Trust DW Focus 5 Fund | Reduce -0.1% | 2.37% | −0.07 |
| UNP Union Pacific Corp. | Reduce -15.5% | 0.17% | −0.04 |
| ADBE Adobe Inc. | Reduce -0.5% | 0.21% | −0.04 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -0.2% | 1.15% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 3.63% | −0.02 |
| DUK Duke Energy Corp. | Reduce -2.7% | 0.30% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.2% | 0.16% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 1.15% | −0.00 |
| BAC Bank of America Corp. | Reduce -0.2% | 0.70% | +0.01 |
| AAPL Apple Inc. | Reduce -9.9% | 2.40% | +0.10 |
| TSLA Tesla Inc. | Reduce -3.4% | 0.67% | +0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 1.45% | +0.32 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +0.5% | 4.03% | +0.39 |
| CI The Cigna Group | New | 0.22% | +0.22 |
| VEA Vanguard Ftse Developed ETF | New | 0.19% | +0.19 |
| GOOG Alphabet Inc. Class C | New | 0.19% | +0.19 |
| IWD iShares Russell 1000 Value E | New | 0.19% | +0.19 |
| TJX TJX Companies Inc. | New | 0.17% | +0.17 |
| MMM 3M Co. | New | 0.15% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 5.55% | +0.15 |
| IWF iShares Russell 1000 Growth | Add +16.5% | 0.80% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +1.3% | 4.87% | +0.12 |
| RY Royal Bank of Canada | Add +0.7% | 1.86% | +0.09 |
| IAU iShares Gold Trust | Add +7.2% | 0.51% | +0.07 |
| VNLA Janus Henderson Short Durati | Add +34.9% | 0.30% | +0.06 |
| RJF Raymond James Financial Inc. | Add +0.3% | 0.87% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 1.73% | +0.02 |
| ITA iShares U.S. Aerospace & Def | Add +0.4% | 0.56% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.6% | 0.38% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.3% | 0.35% | +0.01 |
| CW Curtiss-Wright Corp. | Add +0.2% | 0.19% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.60% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.29% | +0.00 |
| SCHW Schwab (charles) Corp. | Add +3.6% | 0.17% | +0.00 |
| QCOM Qualcomm Inc. | Add +3.3% | 0.27% | +0.00 |
| TFC Truist Financial Corp. | Add +1.1% | 0.19% | +0.00 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.0% | 0.41% | −0.01 |
| VZ Verizon Communications Inc. | Add +1.6% | 0.19% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.0% | 0.84% | −0.01 |
| IYC iShares US Consumer Discreti | Add +0.1% | 0.49% | −0.01 |
| AUSF Global X Adaptive US Factor | Add +1.4% | 0.60% | −0.01 |
| BKNG Booking Holdings Inc. | Add +10.0% | 0.17% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.4% | 0.70% | −0.01 |
| IAI iShares U.S. Broker-Dealers | Add +0.1% | 0.53% | −0.01 |
| PG The Procter & Gamble Co. | Add +3.6% | 0.20% | −0.01 |
| TT Trane Technologies PLC | Add +6.3% | 0.36% | −0.02 |
| MSFT Microsoft Corp. | Add +2.0% | 1.75% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.6% | 0.43% | −0.02 |
| COWG Pacer US LRG Cap Cows GR LD | Add +0.2% | 0.58% | −0.02 |
| IYJ iShares U.S. Industrials ETF | Add +0.2% | 0.47% | −0.02 |
| T AT&T Inc. | Add +1.0% | 0.27% | −0.02 |
| BIDD iShares International Divide | Add +0.5% | 0.65% | −0.03 |
| IAK iShares U.S. Insurance ETF | Add +0.4% | 0.44% | −0.03 |
| AXP American Express Co. | Add +0.3% | 1.18% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 4.16% | −0.03 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.91% | −0.03 |
| V Visa Inc. Class A | Add +0.2% | 0.37% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +0.7% | 0.61% | −0.04 |
| IEF iShares 7-10 Year Treasury B | Add +5.4% | 4.24% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +0.8% | 4.97% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Add +1.5% | 2.03% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Add +3.8% | 2.48% | −0.08 |
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 |