MUIRFIELD WEALTH ADVISORS LLC

CHARLOTTE, NC · CIK 2014898 · 13F filing filed 2025-07-25

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$125.6m reported value +6.7% vs Q1 2025

70positions

53.4%in top 10

8 new 35 added 24 reduced 6 sold out vs Q1 2025

This report includes the holdings of 1 other manager that shares the investment decisions:

Raymond James & Associates, Inc. – no 13F of its own this quarter

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	77,412	$14.1m11.20%	11.20%	Added +36	+36 0.1%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	14,740	$7.2m5.70%	5.70%	Added +61	+61 0.4%
3	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	119,632	$7.0m5.60%	5.60%	Reduced -44.0k	-43,972 -26.9%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,479	$6.8m5.40%	5.40%	Added +2.9k	+2,860 22.7%
5	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	30,777	$6.3m5.01%	5.01%	Reduced -392	-392 -1.3%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	54,589	$6.0m4.75%	4.75%	Added +4.2k	+4,183 8.3%
7	ISHARES TR 7-10 YR TRSY BD IEF	IEF	56,243	$5.4m4.29%	4.29%	New
8	ISHARES TR CORE S&P MCP ETF IJH	IJH	84,852	$5.3m4.19%	4.19%	Added +1.2k	+1,211 1.4%
9	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	187,747	$4.6m3.65%	3.65%	Reduced -152.5k	-152,510 -44.8%
10	NVIDIA CORPORATION COM NVDA	NVDA	28,979	$4.6m3.64%	3.64%	Added +2	+2 0.0%
11	ISHARES TR MSCI USA MIN VOL USMV	USMV	39,413	$3.7m2.94%	2.94%	Reduced -408	-408 -1.0%
12	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	31,992	$3.2m2.56%	2.56%	Added +744	+744 2.4%
13	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	51,598	$3.1m2.43%	2.43%	Added +2.3k	+2,254 4.6%
14	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$2.9m2.32%	2.32%	Unchanged
15	APPLE INC COM AAPL	AAPL	14,143	$2.9m2.31%	2.31%	Added +86	+86 0.6%
16	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	98,573	$2.6m2.08%	2.08%	Added +16.0k	+15,988 19.4%
17	MICROSOFT CORP COM MSFT	MSFT	4,476	$2.2m1.77%	1.77%	Added +31	+31 0.7%
18	ROYAL BK CDA COM RY	RY	16,922	$2.2m1.77%	1.77%	Added +120	+120 0.7%
19	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,040	$2.1m1.70%	1.70%	Added +1.4k	+1,350 23.7%
20	META PLATFORMS INC CL A META	META	2,518	$1.9m1.48%	1.48%	Added +10	+10 0.4%
21	AMERICAN EXPRESS CO COM AXP	AXP	4,766	$1.5m1.21%	1.21%	Added +14	+14 0.3%
22	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	25,756	$1.5m1.18%	1.18%	Added +4.3k	+4,314 20.1%
23	VANGUARD INDEX FDS SMALL CP ETF VB	VB	6,119	$1.5m1.15%	1.15%	Reduced -177	-177 -2.8%
24	ALPHABET INC CAP STK CL A GOOGL	GOOGL	8,092	$1.4m1.14%	1.14%	Added +35	+35 0.4%
25	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	709	$1.4m1.10%	1.10%	Added +1	+1 0.1%
26	AMAZON COM INC COM AMZN	AMZN	5,418	$1.2m0.95%	0.95%	Reduced -27	-27 -0.5%
27	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	12,802	$1.1m0.85%	0.85%	Reduced -3.7k	-3,728 -22.6%
28	RAYMOND JAMES FINL INC COM RJF	RJF	6,745	$1.0m0.82%	0.82%	Added +24	+24 0.4%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	1,466	$909.9k0.72%	0.72%	Reduced -96	-96 -6.2%
30	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,201	$895.7k0.71%	0.71%	Added +2	+2 0.1%
31	BANK AMERICA CORP COM BAC	BAC	18,243	$863.3k0.69%	0.69%	Added +276	+276 1.5%
32	BLACKROCK ETF TRUST ISHARES INTL DIV BIDD	BIDD	31,032	$846.5k0.67%	0.67%	Added +3.1k	+3,137 11.2%
33	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,981	$841.2k0.67%	0.67%	Added +2	+2 0.1%
34	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	9,170	$826.4k0.66%	0.66%	Added +4.1k	+4,061 79.5%
35	GLOBAL X FDS ADAPTIVE US AUSF	AUSF	17,152	$766.7k0.61%	0.61%	Reduced -955	-955 -5.3%
36	PACER FDS TR US LRG CP CASH COWG	COWG	21,659	$760.5k0.61%	0.61%	New
37	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	31,158	$742.5k0.59%	0.59%	Reduced -9.7k	-9,677 -23.7%
38	ISHARES TR US AER DEF ETF ITA	ITA	3,610	$681.0k0.54%	0.54%	Reduced -528	-528 -12.8%
39	ISHARES TR US BR DEL SE ETF IAI	IAI	4,026	$680.9k0.54%	0.54%	Reduced -498	-498 -11.0%
40	TESLA INC COM TSLA	TSLA	2,117	$672.5k0.54%	0.54%	Unchanged
41	ISHARES TR EXPANDED TECH IGV	IGV	5,918	$648.0k0.52%	0.52%	Reduced -1.0k	-1,025 -14.8%
42	ISHARES TR US CONSUM DISCRE IYC	IYC	6,307	$628.4k0.50%	0.50%	Reduced -872	-872 -12.2%
43	ISHARES TR US INDUSTRIALS IYJ	IYJ	4,374	$622.4k0.50%	0.50%	Reduced -477	-477 -9.8%
44	ISHARES TR U.S. INSRNCE ETF IAK	IAK	4,376	$588.4k0.47%	0.47%	Reduced -395	-395 -8.3%
45	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	11,038	$560.2k0.45%	0.45%	Added +736	+736 7.1%
46	ISHARES GOLD TR ISHARES NEW IAU	IAU	8,875	$553.4k0.44%	0.44%	New
47	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,105	$522.8k0.42%	0.42%	Reduced -142	-142 -6.3%
48	VISA INC COM CL A V	V	1,464	$519.7k0.41%	0.41%	Added +81	+81 5.9%
49	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	12,144	$516.7k0.41%	0.41%	Reduced -257	-257 -2.1%
50	TRANE TECHNOLOGIES PLC SHS TT	TT	1,085	$474.4k0.38%	0.38%	Added +3	+3 0.3%
51	JPMORGAN CHASE & CO COM JPM	JPM	1,586	$459.7k0.37%	0.37%	Added +79	+79 5.2%
52	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	5,292	$420.7k0.33%	0.33%	Reduced -100	-100 -1.9%
53	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,364	$397.0k0.32%	0.32%	Added +41	+41 1.2%
54	SALESFORCE INC COM CRM	CRM	1,453	$396.2k0.32%	0.32%	Reduced -24	-24 -1.6%
55	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	595	$367.9k0.29%	0.29%	Reduced -148	-148 -19.9%
56	AT&T INC COM T	T	12,620	$365.2k0.29%	0.29%	Added +126	+126 1.0%
57	QUALCOMM INC COM QCOM	QCOM	2,121	$337.7k0.27%	0.27%	Reduced -1	-1 -0.1%
58	ADOBE INC COM ADBE	ADBE	810	$313.4k0.25%	0.25%	Reduced -71	-71 -8.1%
59	MERCK & CO INC COM MRK	MRK	3,746	$296.5k0.24%	0.24%	Added +36	+36 1.0%
60	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	6,023	$296.3k0.24%	0.24%	New
61	PROCTER AND GAMBLE CO COM PG	PG	1,700	$270.8k0.22%	0.22%	Unchanged
62	UNION PAC CORP COM UNP	UNP	1,114	$256.2k0.20%	0.20%	Added +1	+1 0.1%
63	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,864	$253.7k0.20%	0.20%	Added +89	+89 1.5%
64	TRUIST FINL CORP COM TFC	TFC	5,603	$240.9k0.19%	0.19%	Added +73	+73 1.3%
65	BOOKING HOLDINGS INC COM BKNG	BKNG	40	$234.2k0.19%	0.19%	New
66	CURTISS WRIGHT CORP COM CW	CW	463	$226.4k0.18%	0.18%	New
67	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,326	$219.3k0.17%	0.17%	Added +286	+286 7.1%
68	SCHWAB CHARLES CORP COM SCHW	SCHW	2,266	$206.8k0.16%	0.16%	New
69	SOUTHERN CO COM SO	SO	2,204	$202.4k0.16%	0.16%	Reduced -116	-116 -5.0%
70	PHILIP MORRIS INTL INC COM PM	PM	1,104	$201.0k0.16%	0.16%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
ISHARES TR AGG	AGG	19,122	$1.9m19.1k shares
ISHARES TR IAT	IAT	7,240	$337.6k7.2k shares
UNITEDHEALTH GROUP INC UNH	UNH	597	$312.9k597 shares
ISHARES TR IYF	IYF	2,615	$295.1k2.6k shares
DBX ETF TR DBEF	DBEF	5,514	$238.7k5.5k shares
FISERV INC FISV	FISV	1,071	$236.5k1.1k shares