Muirfield Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Muirfield Wealth Advisors LLC reported 75 stock positions worth $136.3 million. Its top holding was Invesco S&P 500 Equal Weight (RSP) at 10.8% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 5.5%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 28 and reduced 38. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +40%) and the biggest sale an exit from Berkshire Hathaway Class A (BRK.A).
- Most Recent 13F
- Q2 2026
- Location
- CHARLOTTE, NC
- CIK
- 0002014898
- Portfolio Value
- $136.3M (Q4 2025)
- SEC Filing
- 0001951757-26-000377 ↗ filed Feb 6, 2026
Holdings Value
Holdings 75 stocks · $136.3M
| RSP Invesco S&P 500 Equal Weight | 10.82% | 76,998 | $14.7M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 7.67% | 20,783 | $10.4M | Add +39.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.47% | 15,285 | $7.5M | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 5.06% | 117,368 | $6.9M | Reduce -1.9% |
| VIG Vanguard Dividend Apprec ETF | 4.83% | 29,942 | $6.6M | Reduce -3.5% |
| IJR iShares Core S&P Small-Cap E | 4.77% | 54,095 | $6.5M | Reduce -2.2% |
| IEF iShares 7-10 Year Treasury B | 4.31% | 61,035 | $5.9M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 3.98% | 82,099 | $5.4M | Reduce -4.4% |
| NVDA Nvidia Corp. | 3.72% | 27,174 | $5.1M | Reduce -6.7% |
| SCHX Schwab US Large-Cap ETF | 3.56% | 180,497 | $4.9M | Reduce -3.0% |
| USMV iShares MSCI USA Min Vol Fac | 2.78% | 40,238 | $3.8M | Add +0.1% |
| MINT PIMCO Enhanced Short Maturit | 2.43% | 33,035 | $3.3M | Reduce -0.5% |
| FV First Trust DW Focus 5 Fund | 2.38% | 51,612 | $3.2M | Add +0.1% |
| AAPL Apple Inc. | 2.36% | 11,819 | $3.2M | Reduce -7.2% |
| RY Royal Bank of Canada | 2.14% | 17,144 | $2.9M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 1.94% | 96,630 | $2.7M | Reduce -3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 6,771 | $2.3M | Reduce -4.6% |
| GOOGL Alphabet Inc. Class A | 1.54% | 6,710 | $2.1M | Reduce -16.7% |
| MSFT Microsoft Corp. | 1.39% | 3,923 | $1.9M | Reduce -14.1% |
| AXP American Express Co. | 1.27% | 4,673 | $1.7M | Reduce -2.2% |
| OMFL Invesco Russell 1000 DYN M/F | 1.17% | 26,129 | $1.6M | Add +1.6% |
| META Meta Platforms Inc. Class A | 1.16% | 2,399 | $1.6M | Reduce -5.2% |
| FCNCA First Citizens Bcshs Class A | 1.12% | 711 | $1.5M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.11% | 5,886 | $1.5M | Reduce -3.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.85% | 13,008 | $1.2M | Add +1.6% |
| SLV iShares Silver Trust | 0.84% | 17,706 | $1.1M | New |
| RJF Raymond James Financial Inc. | 0.84% | 7,090 | $1.1M | Add +4.8% |
| ITA iShares U.S. Aerospace & Def | 0.72% | 4,588 | $985K | Add +26.6% |
| IWF iShares Russell 1000 Growth | 0.72% | 2,078 | $984K | Reduce -10.0% |
| IAU iShares Gold Trust | 0.72% | 12,045 | $978K | Add +26.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 17,576 | $967K | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.70% | 3,273 | $950K | Add +1.9% |
| BIDD iShares International Divide | 0.68% | 32,290 | $931K | Add +3.5% |
| IAI iShares U.S. Broker-Dealers | 0.68% | 5,181 | $929K | Add +28.6% |
| IVV iShares Core S&P 500 ETF | 0.68% | 1,344 | $921K | Reduce -8.3% |
| AMZN Amazon.com Inc. | 0.65% | 3,838 | $886K | Reduce -31.5% |
| VIGI Vanguard Int Div App Indx FD | 0.64% | 9,463 | $865K | Add +2.5% |
| IYJ iShares U.S. Industrials ETF | 0.63% | 5,784 | $857K | Add +31.9% |
| IYC iShares US Consumer Discreti | 0.63% | 8,305 | $857K | Add +31.5% |
| TSLA Tesla Inc. | 0.62% | 1,875 | $843K | Reduce -8.3% |
| IGV iShares Expanded Tech-Softwa | 0.61% | 7,845 | $829K | Add +32.6% |
| SCHB Schwab US Broad Market ETF | 0.57% | 29,668 | $778K | Reduce -5.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.57% | 22,055 | $777K | Add +1.6% |
| AUSF Global X Adaptive US Factor | 0.55% | 16,203 | $751K | Reduce -6.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.42% | 11,228 | $568K | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 0.41% | 1,753 | $565K | Add +6.7% |
| DIVO Amplify CWP Enhan Divid ETF | 0.40% | 12,373 | $551K | Add +0.9% |
| VNLA Janus Henderson Short Durati | 0.40% | 11,127 | $547K | Add +37.0% |
| GOOG Alphabet Inc. Class C | 0.34% | 1,484 | $466K | Add +42.3% |
| TT Trane Technologies PLC | 0.31% | 1,100 | $428K | Reduce -4.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 5,285 | $421K | Reduce -9.5% |
| V Visa Inc. Class A | 0.31% | 1,200 | $421K | Reduce -18.2% |
| VHT Vanguard Health Care ETF | 0.30% | 1,421 | $409K | Reduce -14.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 591 | $403K | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.27% | 2,140 | $366K | Reduce -2.3% |
| DUK Duke Energy Corp. | 0.27% | 3,094 | $363K | Reduce -5.4% |
| BKNG Booking Holdings Inc. | 0.26% | 66 | $351K | Add +50.0% |
| PM Philip Morris International | 0.26% | 2,179 | $350K | New |
| SCHW Schwab (charles) Corp. | 0.25% | 3,440 | $344K | Add +46.5% |
| CRM Salesforce Inc. | 0.23% | 1,164 | $308K | Reduce -10.7% |
| T AT&T Inc. | 0.22% | 12,103 | $301K | Reduce -5.0% |
| ADBE Adobe Inc. | 0.21% | 806 | $282K | No change |
| WFC Wells Fargo & Co. | 0.20% | 2,966 | $276K | New |
| VEA Vanguard Ftse Developed ETF | 0.20% | 4,397 | $275K | Add +1.7% |
| AMAT Applied Materials Inc. | 0.20% | 1,065 | $274K | New |
| CW Curtiss-Wright Corp. | 0.19% | 464 | $256K | No change |
| PG The Procter & Gamble Co. | 0.18% | 1,700 | $244K | Reduce -3.5% |
| VZ Verizon Communications Inc. | 0.18% | 5,955 | $243K | Reduce -0.0% |
| GD General Dynamics Corp. | 0.18% | 712 | $240K | New |
| XOM Exxon Mobil Corp. | 0.17% | 1,889 | $227K | New |
| MRK Merck & Co. Inc. | 0.16% | 2,118 | $223K | New |
| UNP Union Pacific Corp. | 0.16% | 942 | $218K | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 1,411 | $217K | Reduce -11.9% |
| JPST JPMorgan Ultra-Short Income | 0.16% | 4,208 | $213K | Reduce -1.5% |
| MMM 3M Co. | 0.15% | 1,305 | $209K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −2.24 |
| IAK iShares U.S. Insurance ETF | Sold out | 0.00% | −0.44 |
| MSFT Microsoft Corp. | Reduce -14.1% | 1.39% | −0.36 |
| NVDA Nvidia Corp. | Reduce -6.7% | 3.72% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -31.5% | 0.65% | −0.26 |
| CI The Cigna Group | Sold out | 0.00% | −0.22 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.9% | 10.82% | −0.22 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 1.16% | −0.22 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.19 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.19 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.4% | 3.98% | −0.18 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.9% | 5.06% | −0.16 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.5% | 4.83% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.2% | 4.77% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.5% | 1.94% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -10.0% | 0.72% | −0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.0% | 5.47% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.0% | 3.56% | −0.07 |
| V Visa Inc. Class A | Reduce -18.2% | 0.31% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.6% | 1.67% | −0.06 |
| TSLA Tesla Inc. | Reduce -8.3% | 0.62% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -8.3% | 0.68% | −0.05 |
| AUSF Global X Adaptive US Factor | Reduce -6.8% | 0.55% | −0.05 |
| AAPL Apple Inc. | Reduce -7.2% | 2.36% | −0.05 |
| TT Trane Technologies PLC | Reduce -4.6% | 0.31% | −0.05 |
| T AT&T Inc. | Reduce -5.0% | 0.22% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.5% | 2.43% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.7% | 1.11% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -9.5% | 0.31% | −0.04 |
| DUK Duke Energy Corp. | Reduce -5.4% | 0.27% | −0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -5.1% | 0.57% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 0.18% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -14.8% | 0.30% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.18% | −0.02 |
| TJX TJX Companies Inc. | Reduce -11.9% | 0.16% | −0.01 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.9% | 0.42% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.5% | 0.16% | −0.00 |
| CRM Salesforce Inc. | Reduce -10.7% | 0.23% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -2.3% | 0.27% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.30% | +0.00 |
| BAC Bank of America Corp. | Reduce -3.5% | 0.71% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -16.7% | 1.54% | +0.09 |
| AXP American Express Co. | Reduce -2.2% | 1.27% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +39.8% | 7.67% | +2.12 |
| SLV iShares Silver Trust | New | 0.84% | +0.84 |
| RY Royal Bank of Canada | Add +0.6% | 2.14% | +0.28 |
| PM Philip Morris International | New | 0.26% | +0.26 |
| IAU iShares Gold Trust | Add +26.6% | 0.72% | +0.20 |
| WFC Wells Fargo & Co. | New | 0.20% | +0.20 |
| AMAT Applied Materials Inc. | New | 0.20% | +0.20 |
| FCNCA First Citizens Bcshs Class A | Add +0.1% | 1.12% | +0.18 |
| GD General Dynamics Corp. | New | 0.18% | +0.18 |
| XOM Exxon Mobil Corp. | New | 0.17% | +0.17 |
| MRK Merck & Co. Inc. | New | 0.16% | +0.16 |
| ITA iShares U.S. Aerospace & Def | Add +26.6% | 0.72% | +0.16 |
| IYJ iShares U.S. Industrials ETF | Add +31.9% | 0.63% | +0.15 |
| IAI iShares U.S. Broker-Dealers | Add +28.6% | 0.68% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +42.3% | 0.34% | +0.15 |
| IYC iShares US Consumer Discreti | Add +31.5% | 0.63% | +0.14 |
| VNLA Janus Henderson Short Durati | Add +37.0% | 0.40% | +0.10 |
| IGV iShares Expanded Tech-Softwa | Add +32.6% | 0.61% | +0.10 |
| SCHW Schwab (charles) Corp. | Add +46.5% | 0.25% | +0.09 |
| BKNG Booking Holdings Inc. | Add +50.0% | 0.26% | +0.08 |
| IEF iShares 7-10 Year Treasury B | Add +3.0% | 4.31% | +0.07 |
| BIDD iShares International Divide | Add +3.5% | 0.68% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +6.7% | 0.41% | +0.03 |
| OMFL Invesco Russell 1000 DYN M/F | Add +1.6% | 1.17% | +0.02 |
| VIGI Vanguard Int Div App Indx FD | Add +2.5% | 0.64% | +0.02 |
| FV First Trust DW Focus 5 Fund | Add +0.1% | 2.38% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 0.20% | +0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Add +1.6% | 0.85% | +0.01 |
| MMM 3M Co. | Add +0.4% | 0.15% | +0.00 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.9% | 0.40% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.9% | 0.70% | −0.00 |
| UNP Union Pacific Corp. | Add +0.1% | 0.16% | −0.01 |
| COWG Pacer US LRG Cap Cows GR LD | Add +1.6% | 0.57% | −0.01 |
| RJF Raymond James Financial Inc. | Add +4.8% | 0.84% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.1% | 2.78% | −0.06 |
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 |