Latest MUIRFIELD WEALTH ADVISORS LLC Stock Portfolio

MUIRFIELD WEALTH ADVISORS LLC Performance:

2026 Q1: -2.81%YTD: -2.81%2025: 10.58%

Performance for 2026 Q1 is -2.81%, and YTD is -2.81%, and 2025 is 10.58%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, MUIRFIELD WEALTH ADVISORS LLC reported an equity portfolio of $135.9 Millions as of 31 Mar, 2026.

The top stock holdings of MUIRFIELD WEALTH ADVISORS LLC are CSD, , BNDW. The fund has invested 10.7% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 7.3% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off ISHARES TR (IJR), ADOBE INC (ADBE) and 3M CO (MMM) stocks. They significantly reduced their stock positions in BANK AMERICA CORP (BAC), ISHARES SILVER TR (SLV) and TRANE TECHNOLOGIES PLC (TT). MUIRFIELD WEALTH ADVISORS LLC opened new stock positions in ISHARES TR (AAXJ), ISHARES TR (IJR) and CONOCOPHILLIPS (COP). The fund showed a lot of confidence in some stocks as they added substantially to STATE STR SPDR S&P 500 ETF T (SPY), JANUS DETROIT STR TR (JAAA) and BOOKING HOLDINGS INC (BKNG).

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

Our best estimate is that MUIRFIELD WEALTH ADVISORS LLC made a return of -2.81% in the last quarter. In trailing 12 months, it's portfolio return was 10.42%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	911,666
ishares tr	844,387
conocophillips	312,060
comcast corp new	302,311
analog devices inc	231,399
becton dickinson & co	213,374
novartis ag	209,482
the cigna group	209,132

New stocks bought by MUIRFIELD WEALTH ADVISORS LLC

Additions

Ticker	% Inc.
state str spdr s&p 500 etf t	143
janus detroit str tr	64.1
janus detroit str tr	47.37
booking holdings inc	42.42
vanguard scottsdale fds	40.81
philip morris intl inc	20.79
exxon mobil corp	20.01
visa inc	11.58

Additions to existing portfolio by MUIRFIELD WEALTH ADVISORS LLC

Reductions

Ticker	% Reduced
bank america corp	-18.78
ishares silver tr	-16.45
trane technologies plc	-9.82
duke energy corp new	-8.05
ishares tr	-7.7
vanguard index fds	-6.6
wells fargo & co	-3.98
j p morgan exchange traded f	-3.26

MUIRFIELD WEALTH ADVISORS LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-856,535
ishares tr	-829,138
3m co	-208,995
adobe inc	-282,092

MUIRFIELD WEALTH ADVISORS LLC got rid off the above stocks

Sector Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 77.1% of it's holdings in Others sector.

Sector	%
Others	77.1
Technology	8.4
Financial Services	3.5
Utilities	3.3
Communication Services	3.2
Consumer Cyclical	1.6

Market Cap. Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 18.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	77.1
MEGA-CAP	14.8
LARGE-CAP	3.8
MID-CAP	3.1
SMALL-CAP	1.3

Stocks belong to which Index?

About 22.9% of the stocks held by MUIRFIELD WEALTH ADVISORS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	77.1
S&P 500	18.6
RUSSELL 2000	4.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	36.3 %
AMAT	applied matls inc	32.4 %
CW	curtiss wright corp	23.6 %
VZ	verizon communications inc	23.1 %
T	at&t inc	16.6 %

Top 5 Winners ($)		$
FNDA	schwab strategic tr	0.3 M
IJR	ishares tr	0.2 M
IJR	ishares tr	0.1 M
XOM	exxon mobil corp	0.1 M
AMAT	applied matls inc	0.1 M

Top 5 Losers (%)		%
CRM	salesforce inc	-28.9 %
QCOM	qualcomm inc	-24.7 %
MSFT	microsoft corp	-23.3 %
BKNG	booking holdings inc	-18.5 %
AXP	american express co	-18.2 %

Top 5 Losers ($)		$
VB	vanguard index fds	-0.8 M
	berkshire hathaway inc del	-0.5 M
MSFT	microsoft corp	-0.4 M
NVDA	nvidia corporation	-0.3 M
AXP	american express co	-0.3 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 80 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FNDA was the most profitable stock for MUIRFIELD WEALTH ADVISORS LLC last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.20	11,801	2,995,010	reduced	-0.15

AAXJ	ishares tr	0.76	4,740	1,036,820	added	3.31

AAXJ	ishares tr	0.69	5,668	930,566	added	9.4

AAXJ	ishares tr	0.67	31,491	911,666	new

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

ADI	analog devices inc	0.17	727	231,399	new

AFTY	pacer fds tr	0.56	22,522	759,883	added	2.12

AGNG	global x fds	0.58	16,227	784,575	added	0.15

AIRR	first tr exchange traded fd	2.27	51,084	3,087,420	reduced	-1.02

AMAT	applied matls inc	0.28	1,099	375,570	added	3.19

AMLX	amplify etf tr	0.42	12,767	572,591	added	3.18

AMPS	ishares tr	3.05	44,726	4,147,870	added	11.15

AMZN	amazon com inc	0.64	4,201	874,942	added	9.46

AXP	american express co	1.04	4,683	1,416,660	added	0.21

BAC	bank america corp	0.51	14,276	695,948	reduced	-18.78

BBAX	j p morgan exchange traded f	0.15	4,071	206,032	reduced	-3.26

BDX	becton dickinson & co	0.16	1,357	213,374	new

BECO	blackrock etf trust	0.68	32,341	919,457	added	0.16

BKNG	booking holdings inc	0.29	2,350	394,842	added	42.42

BNDW	vanguard scottsdale fds	5.04	117,107	6,855,420	reduced	-0.22