MUIRFIELD WEALTH ADVISORS LLC
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Financial Services | 44.1% | $18,825,257 |
| Technology | 24.1% | $10,297,054 |
| Communication Services | 10.0% | $4,267,554 |
| Unclassified | 7.6% | $3,255,078 |
| Consumer Cyclical | 5.1% | $2,196,433 |
| Industrials | 2.9% | $1,228,005 |
| Healthcare | 2.1% | $888,732 |
| Energy | 1.6% | $696,667 |
| Consumer Defensive | 1.6% | $680,722 |
| Utilities | 0.9% | $372,524 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
24 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
2 positions ·
$696,667 total
· Energy only
· as of Mar 31, 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 |
|---|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,267 | $384,619 | 55.21% | |
| COP |
Conocophillips
Energy
|
NEW | 2,364 | $312,048 | 44.79% |