Latest MUIRFIELD WEALTH ADVISORS LLC Stock Portfolio

MUIRFIELD WEALTH ADVISORS LLC Performance:

2025 Q4: 1.59%YTD: 10.58%2024: -8.81%

Performance for 2025 Q4 is 1.59%, and YTD is 10.58%, and 2024 is -8.81%.

About MUIRFIELD WEALTH ADVISORS LLC and 13F Hedge Fund Stock Holdings

On 2026-02-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, MUIRFIELD WEALTH ADVISORS LLC reported an equity portfolio of $136.3 Millions as of 31 Dec, 2025.

The top stock holdings of MUIRFIELD WEALTH ADVISORS LLC are CSD, , VB. The fund has invested 10.8% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 7.7% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off BERKSHIRE HATHAWAY INC DEL, ISHARES TR (AAXJ) and THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), VISA INC (V) and ALPHABET INC (GOOG). MUIRFIELD WEALTH ADVISORS LLC opened new stock positions in ISHARES SILVER TR (SLV), PHILIP MORRIS INTL INC (PM) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), SCHWAB CHARLES CORP (SCHW) and ALPHABET INC (GOOG).

MUIRFIELD WEALTH ADVISORS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MUIRFIELD WEALTH ADVISORS LLC made a return of 1.59% in the last quarter. In trailing 12 months, it's portfolio return was 10.58%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares silver tr	1,140,620
philip morris intl inc	349,525
wells fargo co new	276,448
applied matls inc	273,602
general dynamics corp	239,637
exxon mobil corp	227,325
merck & co inc	222,981

New stocks bought by MUIRFIELD WEALTH ADVISORS LLC

Additions

Ticker	% Inc.
booking holdings inc	50.00
schwab charles corp	46.51
alphabet inc	42.28
berkshire hathaway inc del	39.77
janus detroit str tr	36.96
ishares tr	32.56
ishares tr	31.93
ishares tr	31.53

Additions to existing portfolio by MUIRFIELD WEALTH ADVISORS LLC

Reductions

Ticker	% Reduced
amazon com inc	-31.48
visa inc	-18.2
alphabet inc	-16.7
vanguard world fd	-14.76
microsoft corp	-14.08
tjx cos inc new	-11.92
salesforce inc	-10.67
ishares tr	-9.97

MUIRFIELD WEALTH ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
truist finl corp	-258,990
ishares tr	-588,852
ishares tr	-250,904
the cigna group	-301,798
berkshire hathaway inc del	-3,016,800

MUIRFIELD WEALTH ADVISORS LLC got rid off the above stocks

Sector Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 76.4% of it's holdings in Others sector.

Sector	%
Others	76.4
Technology	9.2
Financial Services	4
Communication Services	3.4
Utilities	3
Consumer Cyclical	1.7

Market Cap. Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 19.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	76.4
MEGA-CAP	14.2
LARGE-CAP	5.4
SMALL-CAP	2.8

Stocks belong to which Index?

About 23.3% of the stocks held by MUIRFIELD WEALTH ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	76.6
S&P 500	19.3
RUSSELL 2000	4

Top 5 Winners (%)		%
GOOG	alphabet inc	26.4 %
GOOG	alphabet inc	23.6 %
FCNCA	first ctzns bancshares inc d	19.9 %
	royal bk cda	15.7 %
AXP	american express co	11.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.5 M
	royal bk cda	0.4 M
FCNCA	first ctzns bancshares inc d	0.3 M
AAPL	apple inc	0.2 M
AXP	american express co	0.2 M

Top 5 Losers (%)		%
T	at&t inc	-11.7 %
META	meta platforms inc	-9.9 %
TT	trane technologies plc	-7.6 %
VZ	verizon communications inc	-7.3 %
IJR	ishares tr	-7.2 %

Top 5 Losers ($)		$
META	meta platforms inc	-0.2 M
MSFT	microsoft corp	-0.1 M
RJF	raymond james finl inc	-0.1 M
IJR	ishares tr	-0.1 M
T	at&t inc	0.0 M

MUIRFIELD WEALTH ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MUIRFIELD WEALTH ADVISORS LLC

MUIRFIELD WEALTH ADVISORS LLC has 75 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. META proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for MUIRFIELD WEALTH ADVISORS LLC last quarter.

Last Reported on: 06 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.36	11,819	3,213,000	reduced	-7.21

AAXJ	ishares tr	0.72	4,588	985,067	added	26.64

AAXJ	ishares tr	0.68	5,181	929,240	added	28.62

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ADBE	adobe inc	0.21	806	282,092	unchanged	0.00

AFTY	pacer fds tr	0.57	22,055	776,553	added	1.61

AGNG	global x fds	0.55	16,203	751,333	reduced	-6.82

AIRR	first tr exchange traded fd	2.38	51,612	3,247,430	added	0.12

AMAT	applied matls inc	0.20	1,065	273,602	new

AMLX	amplify etf tr	0.40	12,373	550,600	added	0.87

AMPS	ishares tr	2.78	40,238	3,788,760	added	0.06

AMZN	amazon com inc	0.65	3,838	885,887	reduced	-31.48

AXP	american express co	1.27	4,673	1,728,680	reduced	-2.22

BAC	bank america corp	0.71	17,576	966,666	reduced	-3.48

BBAX	j p morgan exchange traded f	0.16	4,208	212,885	reduced	-1.54

BECO	blackrock etf trust	0.68	32,290	930,592	added	3.53

BKNG	booking holdings inc	0.26	66.00	351,239	added	50.00

BNDW	vanguard scottsdale fds	5.06	117,368	6,893,040	reduced	-1.9

BNDW	vanguard scottsdale fds	0.31	5,285	421,403	reduced	-9.46

BOND	pimco etf tr	2.43	33,035	3,314,690	reduced	-0.48