13F Filings History of MUIRFIELD WEALTH ADVISORS LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$136,283,410
Signature - Title
Joshua Bailey - Chief Compliance Officer
Location
Charlotte, NC
Summary
This page shows a list of all the recent 13F filings made by MUIRFIELD WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MUIRFIELD WEALTH ADVISORS LLC reported 75 stock holdings with total value $136,283,410 as of Q4 2025. Top holdings included RSP, BRKB, VUG, VGSH, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 75 $136,283,410 +$7,869,169 -$8,694,026 -$824,857 RSP, BRKB, VUG, VGSH, VIG 13F-HR 06 Feb 2026, 09:36
Q3 2025 73 $134,861,774 +$3,248,271 -$1,357,206 +$1,891,065 RSP, VUG, BRKB, VGSH, VIG 13F-HR 12 Nov 2025, 09:36
Q2 2025 70 $125,632,905 +$11,641,014 -$11,130,241 +$510,773 RSP, BRKB, VGSH, VUG, VIG 13F-HR 25 Jul 2025, 09:25
Q1 2025 68 $117,748,896 +$3,838,090 -$4,008,115 -$170,025 RSP, VGSH, BRKB, SCHX, VIG 13F-HR 14 Apr 2025, 17:19
Q4 2024 66 $121,308,271 +$13,048,679 -$3,114,480 +$9,934,199 RSP, VGSH, SCHX, VIG, BRKB 13F-HR 24 Jan 2025, 16:02
Q3 2024 61 $117,702,775 +$6,432,571 -$2,166,597 +$4,265,974 RSP, VGSH, SCHX, BRKB, VIG 13F-HR 11 Oct 2024, 16:24
Q2 2024 59 $106,540,182 +$6,530,205 -$1,907,607 +$4,622,598 RSP, VGSH, SCHX, VIG, IJR 13F-HR 12 Jul 2024, 14:57
Q1 2024 60 $103,790,569 +$8,973,232 -$2,094,881 +$6,878,351 RSP, VGSH, SCHX, VIG, IJR 13F-HR 22 Apr 2024, 10:25
Q4 2023 58 $94,371,582 $0 $0 $0 RSP, VGSH, SCHX, VIG, IJR 13F-HR 14 Mar 2024, 07:45