MUIRFIELD WEALTH ADVISORS LLC

Q4 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
12/31/2025
Date filed
2/6/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$136,283
Net value change ($000)
+1,421 (1.1%)
New positions
7
Sold out positions
5
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BRK-B 2,972 39.8%
SLV 1,141 NEW
RY 413 16.5%
PM 350 NEW
IAU 285 41.1%
WFC 276 NEW
AMAT 274 NEW
FCNCA 255 20.1%
GD 240 NEW
ITA 227 29.9%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -3,017 -100.0%
IAK -589 -100.0%
MSFT -468 -19.8%
NVDA -368 -6.8%
AMZN -344 -28.0%
CI -302 -100.0%
META -275 -14.8%
TFC -259 -100.0%
IWD -251 -100.0%
IJH -185 -3.3%
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