MUIRFIELD WEALTH ADVISORS LLC
Filing Date
Global Rank
#7,023
/ 8,517
▲ 202
Top Industry
Insurance - Diversified
23.1%
3Y Alpha vs SPY
+43.1%
Period ended 46 days ago
Filed Aug 7, 2026 · 8d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+230.7%
SPY
+55.7%
Annualised alpha
+42.0%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
46 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
22.1%
+3.1 pts
Top 5
54.5%
+3.0 pts
Top 10
69.4%
+2.2 pts
HHI
851
Diversified+99
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 44.9% | $21,145,659 |
| Technology | 25.5% | $11,973,790 |
| Communication Services | 10.6% | $5,001,989 |
| Consumer Cyclical | 5.2% | $2,459,715 |
| Unclassified | 4.0% | $1,865,583 |
| Industrials | 3.9% | $1,819,741 |
| Healthcare | 2.5% | $1,186,143 |
| Consumer Defensive | 1.4% | $676,235 |
| Energy | 1.2% | $585,239 |
| Utilities | 0.7% | $330,120 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
20 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BKNG | Booking Holdings Inc. | +2,325 | 2,419 | $431,162 | |
| BDX | Becton Dickinson & Co | +354 | 1,711 | $258,925 | |
| COP | Conocophillips | +267 | 2,631 | $273,518 | |
| SCHW | Schwab Charles Corp | +196 | 4,024 | $371,294 | |
| V | Visa Inc. | +165 | 1,504 | $516,007 | |
| CMCSA | Comcast Corp | +110 | 10,640 | $261,212 | |
| AMZN | Amazon Com Inc | +107 | 4,308 | $1,026,768 | |
| RY | Royal Bank Of Canada | +91 | 17,336 | $3,588,031 | |
| VZ | Verizon Communications Inc | +83 | 6,081 | $257,469 | |
| NVDA | Nvidia Corp | +75 | 27,366 | $5,475,662 | |
| TT | Trane Technologies plc | +64 | 1,056 | $518,664 | |
| T | At&T Inc. | +64 | 12,294 | $254,485 | |
| WFC | Wells Fargo & Company/Mn | +28 | 2,876 | $237,672 | |
| RJF | Raymond James Financial Inc | +27 | 7,464 | $1,134,751 | |
| JPM | Jpmorgan Chase & Co | +26 | 1,819 | $595,413 | |
| META | Meta Platforms, Inc. | +19 | 2,498 | $1,407,098 | |
| XOM | ExxonMobil Holdings Corp | +13 | 2,280 | $311,721 | |
| GD | General Dynamics Corp | +6 | 792 | $280,558 | |
| ADI | Analog Devices Inc | +3 | 730 | $289,934 | |
| UNP | Union Pacific Corp | +1 | 944 | $256,768 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BAC | Bank Of America Corp /De/ | −575 | 13,701 | $780,682 | |
| PM | Philip Morris International Inc. | −272 | 2,360 | $426,947 | |
| DUK | Duke Energy CORP | −237 | 2,608 | $330,120 | |
| GOOGL | Alphabet Inc. | −212 | 7,912 | $2,821,725 | |
| AAPL | Apple Inc. | −203 | 11,598 | $3,355,997 | |
| AMAT | Applied Materials Inc /De | −118 | 981 | $709,263 | |
| AXP | American Express Co | −102 | 4,581 | $1,549,523 | |
| QCOM | Qualcomm Inc/De | −58 | 2,097 | $387,504 | |
| MSFT | Microsoft Corp | −34 | 3,823 | $1,426,055 | |
| TJX | Tjx Companies Inc /De/ | −25 | 1,407 | $213,160 | |
| BRK-B | Berkshire Hathaway Inc | −19 | 20,823 | $10,419,620 | |
| NVS | Novartis AG | −18 | 1,353 | $212,042 | |
| MRK | Merck & Co., Inc. | −15 | 2,120 | $272,420 | |
| FCNCA | First Citizens Bancshares Inc /De/ | −2 | 709 | $1,475,280 | |
| SPY | Spdr S&P 500 ETF Trust | −2 | 1,439 | $1,074,602 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 567 | $329,375 | |
| BNY | Bank of New York Mellon Corp | 1,659 | $239,907 | |
| ICE | Intercontinental Exchange, Inc. | 1,929 | $237,479 | |
| ELV | Elevance Health, Inc. | 586 | $226,623 | |
| MMM | 3M Co | 1,312 | $212,425 | |
| GEV | GE Vernova Inc. | 170 | $199,726 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 29,891 | $6,428,358 | |
| VB | Vanguard Morningstar Small-Cap ETF | 6,245 | $1,635,690 | |
| IAU | Ishares Gold Trust | 12,555 | $1,106,848 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 9,616 | $850,631 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4,405 | $282,272 | |
| CRM | Salesforce, Inc. | 1,234 | $230,350 | |
| GLD | Spdr Gold Trust | 472 | $203,096 | |
| No positions match the current search. | ||||
46 tracked positions ·
$47,044,214 total
· filing declares
87 positions · $153,220,461
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 20,823 | $10,419,620 | 22.15% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 27,366 | $5,475,662 | 11.64% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 17,336 | $3,588,031 | 7.63% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,598 | $3,355,997 | 7.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,912 | $2,821,725 | 6.00% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 4,581 | $1,549,523 | 3.29% | |
| FCNCA |
First Citizens Bancshares Inc /De/
Financial Services
|
Reduced | 709 | $1,475,280 | 3.14% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,823 | $1,426,055 | 3.03% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,498 | $1,407,098 | 2.99% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 7,464 | $1,134,751 | 2.41% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,439 | $1,074,602 | 2.28% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,308 | $1,026,768 | 2.18% | |
| SLV |
iShares Silver Trust
|
Held | 14,793 | $790,981 | 1.68% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,875 | $788,625 | 1.68% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 13,701 | $780,682 | 1.66% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 981 | $709,263 | 1.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,819 | $595,413 | 1.27% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 1,056 | $518,664 | 1.10% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,504 | $516,007 | 1.10% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 2,419 | $431,162 | 0.92% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 2,360 | $426,947 | 0.91% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 2,097 | $387,504 | 0.82% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 4,024 | $371,294 | 0.79% | |
| CW |
Curtiss Wright Corp
Industrials
|
Held | 464 | $351,600 | 0.75% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 2,608 | $330,120 | 0.70% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 567 | $329,375 | 0.70% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,280 | $311,721 | 0.66% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 730 | $289,934 | 0.62% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 792 | $280,558 | 0.60% | |
| COP |
Conocophillips
Energy
|
Added | 2,631 | $273,518 | 0.58% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,120 | $272,420 | 0.58% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 10,640 | $261,212 | 0.56% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 1,711 | $258,925 | 0.55% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 6,081 | $257,469 | 0.55% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 944 | $256,768 | 0.55% | |
| T |
At&T Inc.
Communication Services
|
Added | 12,294 | $254,485 | 0.54% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,700 | $249,288 | 0.53% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
NEW | 1,659 | $239,907 | 0.51% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 2,876 | $237,672 | 0.51% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
NEW | 1,929 | $237,479 | 0.50% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
NEW | 586 | $226,623 | 0.48% | |
| CI |
Cigna Group
Healthcare
|
Held | 784 | $216,133 | 0.46% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 1,407 | $213,160 | 0.45% | |
| MMM |
3M Co
Industrials
|
NEW | 1,312 | $212,425 | 0.45% | |
| NVS |
Novartis AG
Healthcare
|
Reduced | 1,353 | $212,042 | 0.45% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 170 | $199,726 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.