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Latest MUIRFIELD WEALTH ADVISORS LLC Stock Portfolio

$135Million | No. of Holdings #80

MUIRFIELD WEALTH ADVISORS LLC Performance

2026 Q1-2.81%
YTD-2.81%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 22 Apr, 2026
$135Million
  as of Apr 22, 2026

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 tr911,666
ishares tr844,387
conocophillips312,060
comcast corp new302,311
analog devices inc231,399
becton dickinson & co213,374
novartis ag209,482
the cigna group209,132
New stocks bought by MUIRFIELD WEALTH ADVISORS LLC

Additions

Ticker% Inc.
state str spdr s&p 500 etf t143
janus detroit str tr64.1
janus detroit str tr47.37
booking holdings inc42.42
vanguard scottsdale fds40.81
philip morris intl inc20.79
exxon mobil corp20.01
visa inc11.58
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.

  • Others
  • Technology
  • Financial Services
  • Utilities
  • Communication Services
  • Consumer Cyclical
Sector%
Others77.1
Technology8.4
Financial Services3.5
Utilities3.3
Communication Services3.2
Consumer Cyclical1.6

Market Cap. Distribution

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

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED77.1
MEGA-CAP14.8
LARGE-CAP3.8
MID-CAP3.1
SMALL-CAP1.3

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.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others77.1
S&P 50018.6
RUSSELL 20004.3
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.

$135.90MTotal Value
84.00Positions
22 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of MUIRFIELD WEALTH ADVISORS LLC, last reported on 22 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0.76%4,740
$1.04M
0.76%
increased 3.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0.69%5,668
$930.6K
0.69%
increased 9.4 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0.67%31,491
$911.7K
0.67%
new position
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
MUIRFIELD WEALTH ADVISORS LLC's holding in Pacer Fds Tr over time
0.56%22,522
$759.9K
0.56%
increased 2.12 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
MUIRFIELD WEALTH ADVISORS LLC's holding in Global X Fds over time
0.58%16,227
$784.6K
0.58%
increased 0.15 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
MUIRFIELD WEALTH ADVISORS LLC's holding in First Tr Exchange Traded Fd over time
2.27%51,084
$3.09M
2.27%
decreased 1.02 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
MUIRFIELD WEALTH ADVISORS LLC's holding in J P Morgan Exchange Traded F over time
0.15%4,071
$206.0K
0.15%
decreased 3.26 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
MUIRFIELD WEALTH ADVISORS LLC's holding in Blackrock Etf Trust over time
0.68%32,341
$919.5K
0.68%
increased 0.16 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
MUIRFIELD WEALTH ADVISORS LLC's holding in Vanguard Scottsdale Fds over time
5.04%117,107
$6.86M
5.04%
decreased 0.22 percentreduced