MUIRFIELD WEALTH ADVISORS LLC

Q3 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
73
Total value ($000)
$134,862
Net value change ($000)
+9,229 (7.3%)
New positions
6
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/25/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 858 18.7%
RSP 820 5.8%
VUG 695 10.2%
IJR 605 10.1%
GOOGL 532 37.3%
VIG 399 6.3%
AAPL 341 11.8%
IJH 341 6.5%
IEF 333 6.2%
BRK-B 315 4.4%
Top Reduces (Value $000, Stocks/ETFs)
MRK -297 -100.0%
SO -202 -100.0%
PM -201 -100.0%
FCNCA -118 -8.5%
VHT -90 -17.2%
CRM -87 -22.0%
UNP -33 -12.9%
ADBE -29 -9.3%
V -19 -3.7%
T -5 -1.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type