MUIRFIELD WEALTH ADVISORS LLC

Est. AUM

$135.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.6M	75893	10.72%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.0M	20842	7.35%	SOLE
3	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$6.9M	117107	5.04%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$6.7M	53778	4.92%	SOLE
5	VANGUARD INDEX FDS	GROWTH ETF	$6.6M	15082	4.85%	SOLE
6	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.4M	29891	4.73%	SOLE
7	ISHARES TR	7-10 YR TRSY BD	$6.3M	65535	4.60%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$5.5M	81554	4.05%	SOLE
9	NVIDIA CORPORATION	COM	$4.8M	27291	3.50%	SOLE
10	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.6M	179336	3.38%	SOLE
11	ISHARES TR	MSCI USA MIN VOL	$4.1M	44726	3.05%	SOLE
12	PIMCO ETF TR	ENHAN SHRT MA AC	$3.4M	33476	2.48%	SOLE
13	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.1M	51084	2.27%	SOLE
14	APPLE INC	COM	$3.0M	11801	2.20%	SOLE
15	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.0M	97267	2.20%	SOLE
16	ROYAL BK CDA	COM	$2.8M	17245	2.05%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6324	1.49%	SOLE
18	ALPHABET INC	CAP STK CL A	$1.9M	6577	1.39%	SOLE
19	VANGUARD INDEX FDS	SMALL CP ETF	$1.6M	6245	1.20%	SOLE
20	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$1.6M	26388	1.17%	SOLE
21	MICROSOFT CORP	COM	$1.4M	3857	1.05%	SOLE
22	META PLATFORMS INC	CL A	$1.4M	2479	1.04%	SOLE
23	AMERICAN EXPRESS CO	COM	$1.4M	4683	1.04%	SOLE
24	FIRST CTZNS BANCSHARES INC D	CL A	$1.3M	711	0.99%	SOLE
25	WISDOMTREE TR	US QTLY DIV GRT	$1.1M	13006	0.84%	SOLE
26	ISHARES GOLD TR	ISHARES NEW	$1.1M	12555	0.81%	SOLE
27	RAYMOND JAMES FINL INC	COM	$1.1M	7437	0.79%	SOLE
28	VANGUARD INDEX FDS	MID CAP ETF	$1.0M	3631	0.77%	SOLE
29	ISHARES TR	US AER DEF ETF	$1.0M	4740	0.76%	SOLE
30	ISHARES SILVER TR	ISHARES	$1.0M	14793	0.74%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$963K	1474	0.71%	SOLE
32	ISHARES TR	US INDUSTRIALS	$938K	6356	0.69%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$937K	1441	0.69%	SOLE
34	ISHARES TR	US BR DEL SE ETF	$931K	5668	0.69%	SOLE
35	BLACKROCK ETF TRUST	ISHARES INTL DIV	$919K	32341	0.68%	SOLE
36	ISHARES TR	US OIL EQ&SV ETF	$912K	31491	0.67%	SOLE
37	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$892K	18259	0.66%	SOLE
38	AMAZON COM INC	COM	$875K	4201	0.64%	SOLE
39	VANGUARD WHITEHALL FDS	INTL DVD ETF	$851K	9616	0.63%	SOLE
40	ISHARES TR	ISHARES SEMICDTR	$844K	2569	0.62%	SOLE
41	JANUS DETROIT STR TR	HENDRSON AAA CL	$833K	16547	0.61%	SOLE
42	ISHARES TR	RUS 1000 GRW ETF	$818K	1918	0.60%	SOLE
43	GLOBAL X FDS	ADAPTIVE US	$785K	16227	0.58%	SOLE
44	PACER FDS TR	US LRG CP CASH	$760K	22522	0.56%	SOLE
45	SCHWAB STRATEGIC TR	US BRD MKT ETF	$726K	28940	0.53%	SOLE
46	TESLA INC	COM	$697K	1875	0.51%	SOLE
47	BANK AMERICA CORP	COM	$696K	14276	0.51%	SOLE
48	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$590K	7442	0.43%	SOLE
49	AMPLIFY ETF TR	CWP ENHANCED DIV	$573K	12767	0.42%	SOLE
50	JPMORGAN CHASE & CO	COM	$527K	1793	0.39%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.