MUIRFIELD WEALTH ADVISORS LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 74.4%; sector active share 60.2% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 70.5% | $108,039,868 |
| Financial Services | 13.8% | $21,145,659 |
| Technology | 7.8% | $11,973,790 |
| Communication Services | 3.3% | $5,001,989 |
| Consumer Cyclical | 1.6% | $2,459,715 |
| Industrials | 1.2% | $1,819,741 |
| Healthcare | 0.8% | $1,186,143 |
| Consumer Defensive | 0.4% | $676,235 |
| Energy | 0.4% | $585,239 |
| Utilities | 0.2% | $330,120 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +77,945 | 93,027 | $8,013,345 | |
| VO | VANGUARD MID-CAP INDEX FUND | +11,467 | 15,098 | $1,216,445 | |
| IWF | iShares Russell 1000 Growth ETF | +5,759 | 7,677 | $953,253 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +4,006 | 121,113 | $7,048,776 | |
| VNLA | Janus Henderson Short Duration Income ETF | +3,405 | 21,664 | $1,058,611 | |
| IEF | iShares 7-10 Year Treasury Bond ETF | +3,258 | 68,793 | $6,505,754 | |
| BKNG | Booking Holdings Inc. | +2,325 | 2,419 | $431,162 | |
| JAAA | Janus Henderson AAA CLO ETF | +2,201 | 18,748 | $946,586 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +1,649 | 46,375 | $4,473,332 | |
| MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | +1,609 | 35,085 | $3,536,918 | |
| BIDD | +1,412 | 33,753 | $1,013,265 | ||
| IJH | iShares Core S&P Mid-Cap ETF | +1,103 | 82,657 | $6,373,681 | |
| COWG | Pacer US Large Cap Cash Cows Growth Leaders ETF | +570 | 23,092 | $927,051 | |
| FV | First Trust Dorsey Wright Focus 5 ETF | +533 | 51,617 | $3,916,697 | |
| IYJ | iShares U.S. Industrials ETF | +457 | 6,813 | $1,135,386 | |
| IAI | iShares U.S. Broker-Dealers & Securities Exchanges ETF | +385 | 6,053 | $1,061,272 | |
| BDX | Becton Dickinson & Co | +354 | 1,711 | $258,925 | |
| ITA | iShares U.S. Aerospace & Defense ETF | +324 | 5,064 | $1,227,614 | |
| IJR | iShares Core S&P Small-Cap ETF | +309 | 54,087 | $8,021,642 | |
| COP | Conocophillips | +267 | 2,631 | $273,518 | |
| VB | Vanguard Index Funds | +238 | 6,483 | $1,965,126 | |
| VIG | Vanguard Specialized Funds | +213 | 30,104 | $7,123,208 | |
| SCHW | Schwab Charles Corp | +196 | 4,024 | $371,294 | |
| V | Visa Inc. | +165 | 1,504 | $516,007 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | +150 | 12,917 | $590,306 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | −2,944 | 176,392 | $5,191,216 | |
| SCHB | Schwab U.S. Broad Market ETF | −2,355 | 26,585 | $769,901 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | −690 | 6,752 | $533,610 | |
| BAC | Bank Of America Corp | −575 | 13,701 | $780,682 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −537 | 5,787 | $2,141,421 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −308 | 96,959 | $3,074,569 | |
| PM | Philip Morris International Inc. | −272 | 2,360 | $426,947 | |
| DUK | Duke Energy CORP | −237 | 2,608 | $330,120 | |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | −220 | 26,168 | $1,793,554 | |
| AAPL | Apple Inc. | −203 | 11,598 | $3,355,997 | |
| AMAT | Applied Materials Inc | −118 | 981 | $709,263 | |
| GOOG | Alphabet Inc. | −115 | 1,432 | $505,968 | |
| AXP | American Express Co | −102 | 4,581 | $1,549,523 | |
| GOOGL | Alphabet Inc. | −97 | 6,480 | $2,315,757 | |
| QCOM | Qualcomm Inc | −58 | 2,097 | $387,504 | |
| MSFT | Microsoft Corp | −34 | 3,823 | $1,426,055 | |
| TJX | Tjx Companies Inc | −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 | |
| SPY | Spdr S&P 500 ETF Trust | −2 | 1,439 | $1,074,602 | |
| FCNCA | First Citizens Bancshares Inc | −2 | 709 | $1,475,280 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IDGT | iShares U.S. Digital Infrastructure and Real Estate ETF | 8,540 | $1,022,579 | |
| IYZ | iShares U.S. Telecommunications ETF | 21,918 | $927,350 | |
| AMD | Advanced Micro Devices Inc | 567 | $329,375 | |
| IGV | iShares Expanded Tech-Software Sector ETF | 2,951 | $267,360 | |
| 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 | |
| — | 3,768 | $211,610 | ||
| IWD | iShares Russell 1000 Value ETF | 836 | $202,671 | |
| GEV | GE Vernova Inc. | 170 | $199,726 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RSP |
Victory Portfolios II
|
Added | 75,902 | $16,149,668 | 10.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 20,823 | $10,419,620 | 6.80% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 54,087 | $8,021,642 | 5.24% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 93,027 | $8,013,345 | 5.23% | |
| VIG |
Vanguard Specialized Funds
|
Added | 30,104 | $7,123,208 | 4.65% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 121,113 | $7,048,776 | 4.60% | |
| IEF |
iShares 7-10 Year Treasury Bond ETF
|
Added | 68,793 | $6,505,754 | 4.25% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 82,657 | $6,373,681 | 4.16% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 27,366 | $5,475,662 | 3.57% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 176,392 | $5,191,216 | 3.39% | |
| USMV |
iShares MSCI USA Min Vol Factor ETF
|
Added | 46,375 | $4,473,332 | 2.92% | |
| FV |
First Trust Dorsey Wright Focus 5 ETF
|
Added | 51,617 | $3,916,697 | 2.56% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Added | 17,336 | $3,588,031 | 2.34% | |
| MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
Added | 35,085 | $3,536,918 | 2.31% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 11,598 | $3,355,997 | 2.19% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 96,959 | $3,074,569 | 2.01% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,480 | $2,315,757 | 1.51% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 5,787 | $2,141,421 | 1.40% | |
| VB |
Vanguard Index Funds
|
Added | 6,483 | $1,965,126 | 1.28% | |
| OMFL |
Invesco Russell 1000 Dynamic Multifactor ETF
|
Reduced | 26,168 | $1,793,554 | 1.17% | |
| SOXX |
iShares Semiconductor ETF
|
Added | 2,662 | $1,705,703 | 1.11% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 4,581 | $1,549,523 | 1.01% | |
| FCNCA |
First Citizens Bancshares Inc
Financial Services
|
Reduced | 709 | $1,475,280 | 0.96% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,823 | $1,426,055 | 0.93% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,498 | $1,407,098 | 0.92% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Added | 13,046 | $1,247,458 | 0.81% | |
| ITA |
iShares U.S. Aerospace & Defense ETF
|
Added | 5,064 | $1,227,614 | 0.80% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 15,098 | $1,216,445 | 0.79% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,571 | $1,176,506 | 0.77% | |
| IYJ |
iShares U.S. Industrials ETF
|
Added | 6,813 | $1,135,386 | 0.74% | |
| RJF |
Raymond James Financial Inc
Financial Services
|
Added | 7,464 | $1,134,751 | 0.74% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,439 | $1,074,602 | 0.70% | |
| IAI |
iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
Added | 6,053 | $1,061,272 | 0.69% | |
| VNLA |
Janus Henderson Short Duration Income ETF
|
Added | 21,664 | $1,058,611 | 0.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,308 | $1,026,768 | 0.67% | |
| IDGT |
iShares U.S. Digital Infrastructure and Real Estate ETF
|
NEW | 8,540 | $1,022,579 | 0.67% | |
| BIDD |
|
Added | 33,753 | $1,013,265 | 0.66% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 7,677 | $953,253 | 0.62% | |
| JAAA |
Janus Henderson AAA CLO ETF
|
Added | 18,748 | $946,586 | 0.62% | |
| IYZ |
iShares U.S. Telecommunications ETF
|
NEW | 21,918 | $927,350 | 0.61% | |
| COWG |
Pacer US Large Cap Cash Cows Growth Leaders ETF
|
Added | 23,092 | $927,051 | 0.61% | |
| VIGI |
Vanguard Whitehall Funds
|
Added | 9,666 | $902,611 | 0.59% | |
| AUSF |
Global X Adaptive U.S. Factor ETF
|
Added | 16,265 | $794,707 | 0.52% | |
| SLV |
iShares Silver Trust
|
Held | 14,793 | $790,981 | 0.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 1,875 | $788,625 | 0.51% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 13,701 | $780,682 | 0.51% | |
| SCHB |
Schwab U.S. Broad Market ETF
|
Reduced | 26,585 | $769,901 | 0.50% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 981 | $709,263 | 0.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,819 | $595,413 | 0.39% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Added | 12,917 | $590,306 | 0.39% |
Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.