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Latest MUIRFIELD WEALTH ADVISORS LLC Stock Portfolio

$153Million | No. of Holdings #87

MUIRFIELD WEALTH ADVISORS LLC Performance

2026 Q2-5.94%
YTD-8.58%
2025+10.58%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, MUIRFIELD WEALTH ADVISORS LLC reported an equity portfolio of $153.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MUIRFIELD WEALTH ADVISORS LLC are CSD, , IJR. The fund has invested 10.5% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 6.8% of portfolio in BERKSHIRE HATHAWAY INC DEL. <br><br> The fund managers got completely rid off ISHARES GOLD TR (IAU), ISHARES TR (AAXJ) and SALESFORCE INC (CRM) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), PHILIP MORRIS INTL INC (PM) and VANGUARD SCOTTSDALE FDS (BNDW). MUIRFIELD WEALTH ADVISORS LLC opened new stock positions in ISHARES TR (IJR), ADVANCED MICRO DEVICES INC (AMD) and BANK OF NY MELLON CORP (BK). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and BECTON DICKINSON & CO (BDX).
MUIRFIELD WEALTH ADVISORS LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$153Million
  as of Aug 07, 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 -5.94% in the last quarter. In trailing 12 months, it's portfolio return was -1.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr1,022,570
ishares tr927,351
advanced micro devices inc329,376
ishares tr267,369
bank of ny mellon corp239,947
intercontinental exchange in237,497
elevance health inc formerly226,801
3m co212,431
New stocks bought by MUIRFIELD WEALTH ADVISORS LLC

Additions

Ticker% Inc.
vanguard index fds516
vanguard index fds315
ishares tr300
becton dickinson & co26.09
janus detroit str tr18.65
janus detroit str tr13.3
visa inc12.32
conocophillips11.29
Additions to existing portfolio by MUIRFIELD WEALTH ADVISORS LLC

Reductions

Ticker% Reduced
applied matls inc-10.74
philip morris intl inc-10.33
vanguard scottsdale fds-9.27
vanguard index fds-8.49
duke energy corp new-8.33
schwab strategic tr-8.14
alphabet inc-7.43
bank of amer corp-4.03
MUIRFIELD WEALTH ADVISORS LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-911,666
ishares gold tr-1,106,850
salesforce inc-230,321
spdr gold tr-203,097
MUIRFIELD WEALTH ADVISORS LLC got rid off the above stocks

Sector Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 74.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Utilities
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others74.6
Technology8.6
Financial Services6
Utilities3.1
Communication Services3.1
Consumer Cyclical1.6
Industrials1.1

Market Cap. Distribution

MUIRFIELD WEALTH ADVISORS LLC has about 21.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED76.9
MEGA-CAP17.5
LARGE-CAP4.3

Stocks belong to which Index?

About 22.8% 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 50018.7
RUSSELL 20004.1
Top 5 Winners (%)%
AMAT
applied matls inc
105.5 %
IJR
ishares tr
91.8 %
QCOM
qualcomm inc
42.9 %
RY
royal bk cda
27.8 %
AIRR
first tr exchange traded fd
25.4 %
Top 5 Winners ($)$
CSD
invesco exchange traded fd t
1.6 M
IJR
ishares tr
1.3 M
IJR
ishares tr
0.8 M
AIRR
first tr exchange traded fd
0.8 M
IJR
ishares tr
0.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.3 %
VB
vanguard index fds
-61.4 %
IJR
ishares tr
-60.3 %
T
at&t inc
-28.6 %
SLV
ishares silver tr
-21.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-19.0 M
VB
vanguard index fds
-1.9 M
IJR
ishares tr
-1.4 M
SLV
ishares silver tr
-0.2 M
T
at&t inc
-0.1 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 87 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for MUIRFIELD WEALTH ADVISORS LLC last quarter.

$153.22MTotal Value
91.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MUIRFIELD WEALTH ADVISORS LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0.8%5,064
$1.23M
0.8%
increased 6.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0.69%6,053
$1.06M
0.69%
increased 6.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MUIRFIELD WEALTH ADVISORS LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
MUIRFIELD WEALTH ADVISORS LLC's holding in Pacer Fds Tr over time
0.6%23,092
$927.1K
0.6%
increased 2.53 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
MUIRFIELD WEALTH ADVISORS LLC's holding in Global X Fds over time
0.52%16,265
$794.7K
0.52%
increased 0.23 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
2.56%51,617
$3.92M
2.56%
increased 1.04 percentadded
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
0.14%4,164
$210.6K
0.14%
increased 2.28 percentadded
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
MUIRFIELD WEALTH ADVISORS LLC's holding in Blackrock Etf Trust over time
0.66%33,753
$1.01M
0.66%
increased 4.37 percentadded