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MUIRFIELD WEALTH ADVISORS LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $153,049,151
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $15,802,110
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $10,355,866
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $8,453,208
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $7,343,449
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $6,985,303
- VANGUARD SCOTTSDALE FDS · SHORT TERM TREAS · 92206C102 · shares: $6,962,599
- NVIDIA CORPORATION · COM · 67066G104 · shares: $6,204,053
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $5,924,191
- ISHARES TR · 7-10 YR TRSY BD · 464287440 · shares: $5,773,479
- SCHWAB STRATEGIC TR · US LRG CAP ETF · 808524201 · shares: $5,311,212
Reported holdings
86 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 75,964 shares | $15,802,110 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 20,797 shares | $10,355,866 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 93,810 shares | $8,453,208 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 53,980 shares | $7,343,449 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 29,940 shares | $6,985,303 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 120,963 shares | $6,962,599 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 27,166 shares | $6,204,053 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 82,338 shares | $5,924,191 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 64,645 shares | $5,773,479 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 177,040 shares | $5,311,212 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 46,046 shares | $4,486,723 |
| APPLE INC | COM | 037833100 | — | 11,593 shares | $3,860,840 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | — | 51,594 shares | $3,786,758 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 36,979 shares | $3,718,213 |
| ROYAL BK CDA | COM | 780087102 | — | 17,336 shares | $3,408,044 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 98,595 shares | $3,207,298 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,469 shares | $2,225,769 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 5,662 shares | $2,118,982 |
| MICROSOFT CORP | COM | 594918104 | — | 3,940 shares | $2,020,773 |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 46138J619 | — | 27,025 shares | $1,883,891 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 6,503 shares | $1,850,034 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,463 shares | $1,785,789 |
| FIRST CTZNS BANCSHARES INC D | CL A | 31946M103 | — | 709 shares | $1,461,661 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,582 shares | $1,393,296 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 25,814 shares | $1,302,815 |
| WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | — | 13,085 shares | $1,272,363 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,574 shares | $1,205,675 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 2,088 shares | $1,187,446 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 7,488 shares | $1,183,186 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 15,080 shares | $1,182,612 |
| ISHARES TR | ISHARES BIOTECH | 464287556 | — | 5,205 shares | $1,095,866 |
| AMAZON COM INC | COM | 023135106 | — | 4,319 shares | $1,076,079 |
| BLACKROCK ETF TRUST | ISHARES INTL DIV | 09290C848 | — | 35,295 shares | $1,066,602 |
| ISHARES TR | US BR DEL SE ETF | 464288794 | — | 6,055 shares | $1,066,589 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,387 shares | $1,057,536 |
| ISHARES TR | US OIL GS EX ETF | 464288851 | — | 7,605 shares | $1,003,859 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | — | 20,423 shares | $991,741 |
| ISHARES TR | US DIGI REAL ETF | 464287531 | — | 8,623 shares | $969,437 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 7,625 shares | $955,155 |
| PACER FDS TR | US LRG CP CASH | 69374H360 | — | 23,764 shares | $947,719 |
| ISHARES TR | US TELECOM ETF | 464287713 | — | 22,793 shares | $938,622 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 9,744 shares | $920,035 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 3,793 shares | $878,666 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 14,793 shares | $806,366 |
| GLOBAL X FDS | ADAPTIVE US | 37954Y574 | — | 16,303 shares | $794,119 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 26,107 shares | $765,188 |
| BANK OF AMER CORP | COM | 060505104 | — | 13,147 shares | $715,591 |
| TESLA INC | COM | 88160R101 | — | 1,875 shares | $665,269 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 | — | 13,276 shares | $617,204 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,802 shares | $596,170 |
| VISA INC | COM CL A | 92826C839 | — | 1,506 shares | $541,123 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 6,710 shares | $518,339 |
| APPLIED MATLS INC | COM | 038222105 | — | 989 shares | $505,652 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,445 shares | $492,332 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,058 shares | $478,423 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 1,435 shares | $453,647 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,353 shares | $449,071 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,453 shares | $399,685 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 3,966 shares | $387,674 |
| QUALCOMM INC | COM | 747525103 | — | 2,034 shares | $374,371 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 567 shares | $346,868 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 2,232 shares | $339,267 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,853 shares | $325,238 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 2,591 shares | $324,242 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 2,950 shares | $314,125 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 4,429 shares | $312,766 |
| MERCK & CO INC | COM | 58933Y105 | — | 2,127 shares | $309,113 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 1,718 shares | $307,561 |
| AT&T INC | COM | 00206R102 | — | 12,428 shares | $303,245 |
| ANALOG DEVICES INC | COM | 032654105 | — | 738 shares | $292,678 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,169 shares | $282,969 |
| UNION PAC CORP | COM | 907818108 | — | 945 shares | $257,057 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 472 shares | $256,864 |
| SALESFORCE INC | COM | 79466L302 | — | 1,094 shares | $251,051 |
| ISHARES TR | U.S. PHARMA ETF | 464288836 | — | 2,464 shares | $247,681 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,700 shares | $246,976 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 594 shares | $230,923 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 10,504 shares | $228,561 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,809 shares | $224,834 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 4,276 shares | $215,386 |
| THE CIGNA GROUP | COM | 125523100 | — | 784 shares | $213,115 |
| 3M CO | COM | 88579Y101 | — | 1,288 shares | $211,430 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 2,419 shares | $208,703 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 838 shares | $207,688 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 3,768 shares | $203,866 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 572 shares | $201,176 |