13F Filings History of Mayfair Advisory Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$257,474,955
Signature - Title
Sam Kirkpatrick - Chief Compliance Officer
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Mayfair Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mayfair Advisory Group, LLC reported 177 stock holdings with total value $257,474,955 as of Q4 2025. Top holdings included VTV, VUG, JEPI, SCHD, and FBND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 177 $257,474,955 +$28,690,336 -$9,988,578 +$18,701,758 VTV, VUG, JEPI, SCHD, FBND 13F-HR 21 Jan 2026, 14:01
Q3 2025 190 $233,130,412 +$17,686,351 -$5,376,600 +$12,309,751 VUG, VTV, JEPI, SCHD, SCHG 13F-HR 21 Oct 2025, 11:38
Q2 2025 174 $212,149,351 +$30,080,458 -$6,848,305 +$23,232,153 VUG, VTV, SCHD, JEPI, FBND 13F-HR 12 Aug 2025, 21:50
Q1 2025 158 $173,383,113 +$13,695,319 -$6,225,576 +$7,469,743 SCHD, VTV, JEPI, VUG, AAPL 13F-HR 18 Apr 2025, 17:27
Q4 2024 158 $169,805,914 +$30,646,186 -$5,038,262 +$25,607,924 SCHD, VUG, VTV, JEPI, AAPL 13F-HR 13 Jan 2025, 19:31
Q3 2024 154 $158,557,350 +$12,152,591 -$5,387,099 +$6,765,492 SCHD, VUG, VTV, JEPI, FBND 13F-HR 23 Oct 2024, 16:46
Q2 2024 142 $146,881,248 +$13,153,829 -$6,810,270 +$6,343,559 SCHD, VUG, JEPI, VTV, FBND 13F-HR 19 Jul 2024, 17:52
Q1 2024 136 $137,781,141 +$19,286,965 -$6,165,054 +$13,121,911 SCHD, JEPI, VUG, VTV, FBND 13F-HR 17 Apr 2024, 18:50
Q4 2023 131 $117,435,296 +$13,746,047 -$6,667,788 +$7,078,259 SCHD, JEPI, VUG, JPST, VTV 13F-HR 19 Jan 2024, 16:58
Q3 2023 124 $103,661,104 +$10,783,609 -$5,393,568 +$5,390,041 SCHD, JEPI, AAPL, VUG, VTV 13F-HR 23 Oct 2023, 21:03
Q2 2023 125 $100,146,494 +$9,790,811 -$3,538,460 +$6,252,351 SCHD, AAPL, JEPI, VUG, VTV 13F-HR 24 Jul 2023, 15:32
Q1 2023 118 $92,192,124 +$16,267,142 -$4,817,075 +$11,450,067 SCHD, AAPL, JEPI, VTV, VUG 13F-HR 20 Apr 2023, 11:50
Q4 2022 113 $78,535,660 +$10,845,064 -$6,626,145 +$4,218,919 SCHD, AAPL, VTV, VUG, JPST 13F-HR 27 Jan 2023, 17:22
Q3 2022 112 $70,773,000 +$5,848,348 -$3,996,420 +$1,851,928 SCHD, AAPL, SCHG, QUAL, VTV 13F-HR 08 Nov 2022, 15:47
Q2 2022 117 $73,180,000 +$14,563,267 -$11,353,561 +$3,209,706 SCHD, AAPL, QUAL, SCHG, SFBS 13F-HR 08 Aug 2022, 20:24
Q1 2022 103 $78,012,000 +$9,868,087 -$2,277,857 +$7,590,230 SCHD, SCHG, AAPL, QUAL, SFBS 13F-HR 14 Apr 2022, 17:01
Q4 2021 98 $75,454,000 +$6,934,079 -$2,745,936 +$4,188,143 SCHD, SCHG, AAPL, QUAL, SFBS 13F-HR 18 Jan 2022, 18:53
Q3 2021 92 $65,228,000 +$4,006,685 -$1,769,561 +$2,237,124 SCHD, SCHG, AAPL, QUAL, SFBS 13F-HR 07 Oct 2021, 18:48
Q2 2021 93 $63,111,000 +$5,530,633 -$1,052,702 +$4,477,931 SCHD, SCHG, AAPL, QUAL, SFBS 13F-HR 29 Jul 2021, 16:13
Q1 2021 87 $55,942,000 +$4,796,545 -$3,291,757 +$1,504,788 SCHD, SCHG, AAPL, QUAL, MINT 13F-HR 19 Apr 2021, 10:08
Q4 2020 84 $51,102,000 +$10,885,997 -$2,843,784 +$8,042,213 SCHD, AAPL, SCHG, MINT, QUAL 13F-HR 27 Jan 2021, 17:53
Q3 2020 67 $38,779,000 +$9,507,650 -$1,337,180 +$8,170,470 SCHD, AAPL, SCHG, MINT, QUAL 13F-HR 26 Oct 2020, 10:19
Q2 2020 50 $30,982,000 +$7,180,492 -$2,327,144 +$4,853,348 SCHD, MINT, SCHG, AAPL, SFBS 13F-HR 13 Jul 2020, 17:03
Q1 2020 33 $22,045,000 +$3,447,029 -$9,337,679 -$5,890,650 SCHD, MINT, SCHG, SFBS, AAPL 13F-HR 16 Apr 2020, 17:01
Q4 2019 40 $32,541,000 $0 $0 $0 MINT, SFBS, SCHD, SCHB, SCHG 13F-HR 11 Feb 2020, 19:23