MUIRFIELD WEALTH ADVISORS LLC

CIK

2014898

Location

CHARLOTTE, NC

Portfolio Value

Micro $42,708,026

Diversification

Diversified

Filing Date

Global Rank

#6,678 / 8,232 ▲ 207

Top Industry

Insurance - Diversified 25.3%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 22, 2026 · 53d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.6%

SPY

+52.9%

Annualised alpha

-2.1%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.4%

−0.6 pts

Top 5

52.5%

−2.0 pts

Top 10

68.2%

−4.4 pts

HHI

874

Diversified−64

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	44.1%	$18,825,257	10
Technology	24.1%	$10,297,054	7
Communication Services	10.0%	$4,267,554	5
Unclassified	7.6%	$3,255,078	4
Consumer Cyclical	5.1%	$2,196,433	4
Industrials	2.9%	$1,228,005	4
Healthcare	2.1%	$888,732	4
Energy	1.6%	$696,667	2
Consumer Defensive	1.6%	$680,722	2
Utilities	0.9%	$372,524	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	+850	1,441	$937,139
IAU	Ishares Gold Trust	+510	12,555	$1,106,848
PM	Philip Morris International Inc.	+453	2,632	$435,174
SCHW	Schwab Charles Corp	+388	3,828	$359,755
XOM	Exxon Mobil Corp	+378	2,267	$384,619
AMZN	Amazon Com Inc	+363	4,201	$874,942
RJF	Raymond James Financial Inc	+347	7,437	$1,076,803
V	Visa Inc.	+139	1,339	$404,699
T	At&T Inc.	+127	12,230	$354,547
NVDA	Nvidia Corp	+117	27,291	$4,759,550
RY	Royal Bank Of Canada	+101	17,245	$2,789,896
META	Meta Platforms, Inc.	+80	2,479	$1,418,310
GD	General Dynamics Corp	+74	786	$269,770
CRM	Salesforce, Inc.	+70	1,234	$230,350
BRK-B	Berkshire Hathaway Inc	+59	20,842	$9,987,486
VZ	Verizon Communications Inc	+43	5,998	$301,099
JPM	Jpmorgan Chase & Co	+40	1,793	$527,428
AMAT	Applied Materials Inc /De	+34	1,099	$375,627
BKNG	Booking Holdings Inc.	+28	94	$395,770
TJX	Tjx Companies Inc /De/	+21	1,432	$228,690
MRK	Merck & Co., Inc.	+17	2,135	$256,819
QCOM	Qualcomm Inc/De	+15	2,155	$277,520
AXP	American Express Co	+10	4,683	$1,416,513
UNP	Union Pacific Corp	+1	943	$228,790
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−3,300	14,276	$695,955
SLV	iShares Silver Trust	−2,913	14,793	$1,007,995
DUK	Duke Energy CORP	−249	2,845	$372,524
GOOGL	Alphabet Inc.	−133	6,577	$1,891,282
WFC	Wells Fargo & Company/Mn	−118	2,848	$226,729
TT	Trane Technologies plc	−108	992	$413,406
MSFT	Microsoft Corp	−66	3,857	$1,427,745
AAPL	Apple Inc.	−18	11,801	$2,994,975
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
COP	Conocophillips	2,364	$312,048
CMCSA	Comcast Corp	10,530	$302,316
ADI	Analog Devices Inc	727	$231,287
BDX	Becton Dickinson & Co	1,357	$213,361
NVS	Novartis AG	1,371	$209,420
CI	Cigna Group	784	$209,132
GLD	Spdr Gold Trust	472	$203,096
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ADBE	Adobe Inc.	806	$282,091
MMM	3M Co	1,305	$208,930
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $42,708,026 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Added	20,842	+59	$9,987,486	−4.4%	23.39%
NVDA	Nvidia Corp Technology	Added	27,291	+117	$4,759,550	−6.1%	11.14%
AAPL	Apple Inc. Technology	Reduced	11,801	-18	$2,994,975	−6.8%	7.01%
RY	Royal Bank Of Canada Financial Services	Added	17,245	+101	$2,789,896	−4.5%	6.53%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,577	-133	$1,891,282	−9.9%	4.43%
MSFT	Microsoft Corp Technology	Reduced	3,857	-66	$1,427,745	−24.7%	3.34%
META	Meta Platforms, Inc. Communication Services	Added	2,479	+80	$1,418,310	−10.4%	3.32%
AXP	American Express Co Financial Services	Added	4,683	+10	$1,416,513	−18.1%	3.32%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	711	0	$1,339,993	−12.2%	3.14%
IAU	Ishares Gold Trust	Added	12,555	+510	$1,106,848	+13.2%	2.59%
RJF	Raymond James Financial Inc Financial Services	Added	7,437	+347	$1,076,803	−5.4%	2.52%
SLV	iShares Silver Trust	Reduced	14,793	-2,913	$1,007,995	−11.6%	2.36%
SPY	Spdr S&P 500 ETF Trust	Added	1,441	+850	$937,139	+132.5%	2.19%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,201	+363	$874,942	−1.2%	2.05%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,875	0	$697,031	−17.3%	1.63%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,276	-3,300	$695,955	−28.0%	1.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,793	+40	$527,428	−6.6%	1.23%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,632	+453	$435,174	+24.5%	1.02%
TT	Trane Technologies plc Industrials	Reduced	992	-108	$413,406	−3.4%	0.97%
V	Visa Inc. Financial Services	Added	1,339	+139	$404,699	−3.8%	0.95%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	94	+28	$395,770	+12.0%	0.93%
XOM	Exxon Mobil Corp Energy	Added	2,267	+378	$384,619	+69.2%	0.90%
AMAT	Applied Materials Inc /De Technology	Added	1,099	+34	$375,627	+37.2%	0.88%
DUK	Duke Energy CORP Utilities	Reduced	2,845	-249	$372,524	+2.7%	0.87%
SCHW	Schwab Charles Corp Financial Services	Added	3,828	+388	$359,755	+4.7%	0.84%
T	At&T Inc. Communication Services	Added	12,230	+127	$354,547	+17.9%	0.83%
CW	Curtiss Wright Corp Industrials	Held	464	0	$316,039	+23.6%	0.74%
COP	Conocophillips Energy	NEW	2,364	NEW	$312,048	NEW	0.73%
CMCSA	Comcast Corp Communication Services	NEW	10,530	NEW	$302,316	NEW	0.71%
VZ	Verizon Communications Inc Communication Services	Added	5,998	+43	$301,099	+24.1%	0.71%
QCOM	Qualcomm Inc/De Technology	Added	2,155	+15	$277,520	−24.2%	0.65%
GD	General Dynamics Corp Industrials	Added	786	+74	$269,770	+12.5%	0.63%
MRK	Merck & Co., Inc. Healthcare	Added	2,135	+17	$256,819	+15.2%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,700	0	$245,548	+0.8%	0.57%
ADI	Analog Devices Inc Technology	NEW	727	NEW	$231,287	NEW	0.54%
CRM	Salesforce, Inc. Technology	Added	1,234	+70	$230,350	−25.3%	0.54%
UNP	Union Pacific Corp Industrials	Added	943	+1	$228,790	+5.0%	0.54%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,432	+21	$228,690	+5.5%	0.54%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,848	-118	$226,729	−18.0%	0.53%
BDX	Becton Dickinson & Co Healthcare	NEW	1,357	NEW	$213,361	NEW	0.50%
NVS	Novartis AG Healthcare	NEW	1,371	NEW	$209,420	NEW	0.49%
CI	Cigna Group Healthcare	NEW	784	NEW	$209,132	NEW	0.49%
GLD	Spdr Gold Trust	NEW	472	NEW	$203,096	NEW	0.48%