MUIRFIELD WEALTH ADVISORS LLC

CHARLOTTE, NC · CIK 2014898 · 13F filing filed 2026-08-07

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.

$153.2m reported value +12.7% vs Q1 2026

87positions

52.4%in top 10

11 new 49 added 22 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

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	75,902	$16.1m10.54%	10.54%	Added +9	+9 0.0%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	20,823	$10.4m6.80%	6.80%	Reduced -19	-19 -0.1%
3	ISHARES TR CORE S&P SCP ETF IJR	IJR	54,087	$8.0m5.24%	5.24%	Added +309	+309 0.6%
4	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	93,027	$8.0m5.23%	5.23%	Added +2.5k	+2,535 2.8%
5	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	30,104	$7.1m4.65%	4.65%	Added +213	+213 0.7%
6	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	121,113	$7.0m4.60%	4.60%	Added +4.0k	+4,006 3.4%
7	ISHARES TR 7-10 YR TRSY BD IEF	IEF	68,793	$6.5m4.25%	4.25%	Added +3.3k	+3,258 5.0%
8	ISHARES TR CORE S&P MCP ETF IJH	IJH	82,657	$6.4m4.16%	4.16%	Added +1.1k	+1,103 1.4%
9	NVIDIA CORPORATION COM NVDA	NVDA	27,366	$5.5m3.57%	3.57%	Added +75	+75 0.3%
10	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	176,392	$5.2m3.39%	3.39%	Reduced -2.9k	-2,944 -1.6%
11	ISHARES TR MSCI USA MIN VOL USMV	USMV	46,375	$4.5m2.92%	2.92%	Added +1.6k	+1,649 3.7%
12	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	51,617	$3.9m2.56%	2.56%	Added +533	+533 1.0%
13	ROYAL BK CDA COM RY	RY	17,336	$3.6m2.34%	2.34%	Added +91	+91 0.5%
14	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	35,085	$3.5m2.31%	2.31%	Added +1.6k	+1,609 4.8%
15	APPLE INC COM AAPL	AAPL	11,598	$3.4m2.19%	2.19%	Reduced -203	-203 -1.7%
16	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	96,959	$3.1m2.01%	2.01%	Reduced -308	-308 -0.3%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,480	$2.3m1.51%	1.51%	Reduced -97	-97 -1.5%
18	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	5,787	$2.1m1.40%	1.40%	Reduced -537	-537 -8.5%
19	VANGUARD INDEX FDS SMALL CP ETF VB	VB	6,483	$2.0m1.28%	1.28%	Added +238	+238 3.8%
20	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	26,168	$1.8m1.17%	1.17%	Reduced -220	-220 -0.8%
21	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	2,662	$1.7m1.11%	1.11%	Added +93	+93 3.6%
22	AMERICAN EXPRESS CO COM AXP	AXP	4,581	$1.5m1.01%	1.01%	Reduced -102	-102 -2.2%
23	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	709	$1.5m0.96%	0.96%	Reduced -2	-2 -0.3%
24	MICROSOFT CORP COM MSFT	MSFT	3,823	$1.4m0.93%	0.93%	Reduced -34	-34 -0.9%
25	META PLATFORMS INC CL A META	META	2,498	$1.4m0.92%	0.92%	Added +19	+19 0.8%
26	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	13,046	$1.2m0.81%	0.81%	Added +40	+40 0.3%
27	ISHARES TR US AER DEF ETF ITA	ITA	5,064	$1.2m0.80%	0.80%	Added +324	+324 6.8%
28	VANGUARD INDEX FDS MID CAP ETF VO	VO	15,098	$1.2m0.79%	0.79%	Added +574	+574 4.0%
29	ISHARES TR CORE S&P500 ETF IVV	IVV	1,571	$1.2m0.77%	0.77%	Added +97	+97 6.6%
30	ISHARES TR US INDUSTRIALS IYJ	IYJ	6,813	$1.1m0.74%	0.74%	Added +457	+457 7.2%
31	RAYMOND JAMES FINL INC COM RJF	RJF	7,464	$1.1m0.74%	0.74%	Added +27	+27 0.4%
32	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,439	$1.1m0.70%	0.70%	Reduced -2	-2 -0.1%
33	ISHARES TR US BR DEL SE ETF IAI	IAI	6,053	$1.1m0.69%	0.69%	Added +385	+385 6.8%
34	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	21,664	$1.1m0.69%	0.69%	Added +3.4k	+3,405 18.6%
35	AMAZON COM INC COM AMZN	AMZN	4,308	$1.0m0.67%	0.67%	Added +107	+107 2.5%
36	ISHARES TR US DIGI REAL ETF IDGT	IDGT	8,540	$1.0m0.67%	0.67%	New
37	BLACKROCK ETF TRUST ISHARES INTL DIV BIDD	BIDD	33,753	$1.0m0.66%	0.66%	Added +1.4k	+1,412 4.4%
38	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,677	$953.2k0.62%	0.62%	Added +5	+5 0.1%
39	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	18,748	$946.6k0.62%	0.62%	Added +2.2k	+2,201 13.3%
40	ISHARES TR US TELECOM ETF IYZ	IYZ	21,918	$927.4k0.61%	0.61%	New
41	PACER FDS TR US LRG CP CASH COWG	COWG	23,092	$927.1k0.61%	0.61%	Added +570	+570 2.5%
42	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	9,666	$902.6k0.59%	0.59%	Added +50	+50 0.5%
43	GLOBAL X FDS ADAPTIVE US AUSF	AUSF	16,265	$794.7k0.52%	0.52%	Added +38	+38 0.2%
44	ISHARES SILVER TR ISHARES SLV	SLV	14,793	$791.0k0.52%	0.52%	Unchanged
45	TESLA INC COM TSLA	TSLA	1,875	$788.6k0.51%	0.51%	Unchanged
46	BANK AMERICA CORP COM BAC	BAC	13,701	$780.7k0.51%	0.51%	Reduced -575	-575 -4.0%
47	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	26,585	$769.9k0.50%	0.50%	Reduced -2.4k	-2,355 -8.1%
48	APPLIED MATLS INC COM AMAT	AMAT	981	$709.1k0.46%	0.46%	Reduced -118	-118 -10.7%
49	JPMORGAN CHASE & CO COM JPM	JPM	1,819	$595.4k0.39%	0.39%	Added +26	+26 1.4%
50	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	12,917	$590.3k0.39%	0.39%	Added +150	+150 1.2%
51	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	6,752	$533.6k0.35%	0.35%	Reduced -690	-690 -9.3%
52	TRANE TECHNOLOGIES PLC SHS TT	TT	1,056	$518.8k0.34%	0.34%	Added +64	+64 6.5%
53	VISA INC COM CL A V	V	1,504	$515.9k0.34%	0.34%	Added +165	+165 12.3%
54	ALPHABET INC CAP STK CL C GOOG	GOOG	1,432	$506.0k0.33%	0.33%	Reduced -115	-115 -7.4%
55	BOOKING HOLDINGS INC COM BKNG	BKNG	2,419	$431.2k0.28%	0.28%	Added +69	+69 2.9%
56	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	1,431	$427.8k0.28%	0.28%	Added +5	+5 0.3%
57	PHILIP MORRIS INTL INC COM PM	PM	2,360	$427.0k0.28%	0.28%	Reduced -272	-272 -10.3%
58	QUALCOMM INC COM QCOM	QCOM	2,097	$387.4k0.25%	0.25%	Reduced -58	-58 -2.7%
59	SCHWAB CHARLES CORP COM SCHW	SCHW	4,024	$371.3k0.24%	0.24%	Added +196	+196 5.1%
60	CURTISS WRIGHT CORP COM CW	CW	464	$351.7k0.23%	0.23%	Unchanged
61	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,608	$330.1k0.22%	0.22%	Reduced -237	-237 -8.3%
62	ADVANCED MICRO DEVICES INC COM AMD	AMD	567	$329.4k0.21%	0.21%	New
63	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	4,422	$315.0k0.21%	0.21%	Added +17	+17 0.4%
64	EXXON MOBIL CORP COM XOM	XOM	2,280	$311.7k0.20%	0.20%	Added +13	+13 0.6%
65	ANALOG DEVICES INC COM ADI	ADI	730	$289.9k0.19%	0.19%	Added +3	+3 0.4%
66	GENERAL DYNAMICS CORP COM GD	GD	792	$280.4k0.18%	0.18%	Added +6	+6 0.8%
67	CONOCOPHILLIPS COM COP	COP	2,631	$273.5k0.18%	0.18%	Added +267	+267 11.3%
68	MERCK & CO INC COM MRK	MRK	2,120	$272.4k0.18%	0.18%	Reduced -15	-15 -0.7%
69	ISHARES TR EXPANDED TECH IGV	IGV	2,951	$267.4k0.17%	0.17%	New
70	COMCAST CORP NEW CL A CMCSA	CMCSA	10,640	$261.2k0.17%	0.17%	Added +110	+110 1.0%
71	BECTON DICKINSON & CO COM BDX	BDX	1,711	$258.9k0.17%	0.17%	Added +354	+354 26.1%
72	VERIZON COMMUNICATIONS INC COM VZ	VZ	6,081	$257.5k0.17%	0.17%	Added +83	+83 1.4%
73	UNION PAC CORP COM UNP	UNP	944	$256.7k0.17%	0.17%	Added +1	+1 0.1%
74	AT&T INC COM T	T	12,294	$254.5k0.17%	0.17%	Added +64	+64 0.5%
75	PROCTER AND GAMBLE CO COM PG	PG	1,700	$249.3k0.16%	0.16%	Unchanged
76	BANK NEW YORK MELLON CORP COM BNY	BNY	1,659	$239.9k0.16%	0.16%	New
77	WELLS FARGO CO NEW COM WFC	WFC	2,876	$237.7k0.16%	0.16%	Added +28	+28 1.0%
78	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,929	$237.5k0.16%	0.16%	New
79	ELEVANCE HEALTH INC COM ELV	ELV	586	$226.8k0.15%	0.15%	New
80	THE CIGNA GROUP COM CI	CI	784	$216.1k0.14%	0.14%	Unchanged
81	TJX COS INC NEW COM TJX	TJX	1,407	$213.1k0.14%	0.14%	Reduced -25	-25 -1.8%
82	3M CO COM MMM	MMM	1,312	$212.4k0.14%	0.14%	New
83	NOVARTIS AG SPONSORED ADR NVS	NVS	1,353	$212.1k0.14%	0.14%	Reduced -18	-18 -1.3%
84	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	3,768	$211.6k0.14%	0.14%	New
85	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,164	$210.6k0.14%	0.14%	Added +93	+93 2.3%
86	ISHARES TR RUS 1000 VAL ETF IWD	IWD	836	$202.8k0.13%	0.13%	New
87	GE VERNOVA INC COM GEV	GEV	170	$200.1k0.13%	0.13%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES GOLD TR IAU	IAU	12,555	$1.1m12.6k shares
ISHARES TR IEZ	IEZ	31,491	$911.7k31.5k shares
SALESFORCE INC CRM	CRM	1,234	$230.3k1.2k shares
SPDR GOLD TR GLD	GLD	472	$203.1k472 shares