Muirfield Wealth Advisors LLC Portfolio Holdings

Muirfield Wealth Advisors LLC

  • $135 Billion
  • Q3 2025

Muirfield Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $135 Billion distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $14.9B, Vanguard Growth ETF with a value of $7.48B, Berkshire Hathaway Inc Class B with a value of $7.48B, Vanguard with a value of $7.04B, and Vanguard Dividend Appreciation with a value of $6.7B.

Examining the 13F form we can see an increase of $9.23B in the current position value, from $126B to 135B.

Muirfield Wealth Advisors LLC is based out at Charlotte, NC

Below you can find more details about Muirfield Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $92.3 Billion
Financial Services: $19.5 Billion
Technology: $12 Billion
Communication Services: $4.69 Billion
Consumer Cyclical: $2.61 Billion
Industrials: $1.16 Billion
Utilities: $405 Million
Healthcare: $302 Million
Other: $271 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 11.04% of portfolio
78,485
Q3 2025 Added 1.39%
$0
$7.48 Billion 5.55% of portfolio
15,599
Q3 2025 Added 0.78%
$662B
$7.48 Billion 5.54% of portfolio
14,869
Q3 2025 Added 0.88%
$0
$7.04 Billion 5.22% of portfolio
119,646
Q3 2025 Added 0.01%
$0
$6.7 Billion 4.97% of portfolio
31,037
Q3 2025 Added 0.84%
$0
$6.57 Billion 4.87% of portfolio
55,296
Q3 2025 Added 1.3%
$0
$5.72 Billion 4.24% of portfolio
59,285
Q3 2025 Added 5.41%
$0
$5.6 Billion 4.16% of portfolio
85,868
Q3 2025 Added 1.2%
$465B
$5.44 Billion 4.03% of portfolio
29,136
Q3 2025 Added 0.54%
$0
$4.9 Billion 3.63% of portfolio
186,081
Q3 2025 Reduced 0.89%
$0
$3.83 Billion 2.84% of portfolio
40,213
Q3 2025 Added 2.03%
$0
$3.34 Billion 2.48% of portfolio
33,194
Q3 2025 Added 3.76%
$4.3T
$3.24 Billion 2.41% of portfolio
12,738
Q3 2025 Reduced 9.93%
$0
$3.19 Billion 2.37% of portfolio
51,550
Q3 2025 Reduced 0.09%
$453B
$3.02 Billion 2.24% of portfolio
4
Q4 2023 New
$0
$2.73 Billion 2.03% of portfolio
100,079
Q3 2025 Added 1.53%
$3.78T
$2.36 Billion 1.75% of portfolio
4,566
Q3 2025 Added 2.01%
$0
$2.33 Billion 1.73% of portfolio
7,097
Q3 2025 Added 0.81%
$1.65T
$1.96 Billion 1.45% of portfolio
8,055
Q3 2025 Reduced 0.46%
$1.37T
$1.86 Billion 1.38% of portfolio
2,530
Q3 2025 Added 0.48%
$255B
$1.59 Billion 1.18% of portfolio
4,779
Q3 2025 Added 0.27%
$0
$1.55 Billion 1.15% of portfolio
25,713
Q3 2025 Reduced 0.17%
$0
$1.55 Billion 1.15% of portfolio
6,112
Q3 2025 Reduced 0.11%
$26.8B
$1.27 Billion 0.94% of portfolio
710
Q3 2025 Added 0.14%
$2.39T
$1.23 Billion 0.91% of portfolio
5,601
Q3 2025 Added 3.38%
$34.1B
$1.17 Billion 0.87% of portfolio
6,767
Q3 2025 Added 0.33%
$0
$1.14 Billion 0.84% of portfolio
12,805
Q3 2025 Added 0.02%
$0
$1.08 Billion 0.8% of portfolio
2,308
Q3 2025 Added 16.51%
$0
$981 Million 0.73% of portfolio
1,466
Q2 2025 Reduced 6.15%
$0
$944 Million 0.7% of portfolio
3,213
Q3 2025 Added 0.37%
$413B
$939 Million 0.7% of portfolio
18,210
Q3 2025 Reduced 0.18%
$1.29T
$909 Million 0.67% of portfolio
2,045
Q3 2025 Reduced 3.4%
Blackrock ETF Trust
-
$873 Million 0.65% of portfolio
-
Q3 2025 Added 0.51%
$0
$827 Million 0.61% of portfolio
9,231
Q3 2025 Added 0.67%
$0
$809 Million 0.6% of portfolio
17,389
Q3 2025 Added 1.38%
$0
$803 Million 0.6% of portfolio
31,248
Q3 2025 Added 0.29%
Pacer Fds Tr
-
$788 Million 0.58% of portfolio
-
Q3 2025 Added 0.22%
$0
$758 Million 0.56% of portfolio
3,623
Q3 2025 Added 0.36%
$0
$712 Million 0.53% of portfolio
4,028
Q3 2025 Added 0.05%
$65.3B
$693 Million 0.51% of portfolio
9,517
Q3 2025 Added 7.23%
$0
$681 Million 0.5% of portfolio
5,918
Q2 2025 Reduced 14.76%
$0
$662 Million 0.49% of portfolio
6,314
Q3 2025 Added 0.11%
$0
$640 Million 0.47% of portfolio
4,384
Q3 2025 Added 0.23%
$0
$589 Million 0.44% of portfolio
4,393
Q3 2025 Added 0.39%
$0
$575 Million 0.43% of portfolio
11,330
Q3 2025 Added 2.65%
$0
$547 Million 0.41% of portfolio
12,266
Q3 2025 Added 1.0%
$881B
$518 Million 0.38% of portfolio
1,643
Q3 2025 Added 3.59%
$533B
$501 Million 0.37% of portfolio
1,467
Q3 2025 Added 0.2%
$96.9B
$487 Million 0.36% of portfolio
1,153
Q3 2025 Added 6.27%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $135 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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