MUIRFIELD WEALTH ADVISORS LLC

Q1 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$135,905
Net value change ($000)
-378 (-0.3%)
New positions
9
Sold out positions
4
Turnover %
4.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEZ 912 NEW
SOXX 844 NEW
SPY 534 132.5%
IEF 386 6.6%
USMV 359 9.5%
VNLA 345 63.1%
SCHD 333 12.6%
COP 312 NEW
CMCSA 302 NEW
JAAA 265 46.7%
Top Reduces (Value $000, Stocks/ETFs)
VUG -869 -11.7%
IYC -857 -100.0%
IGV -829 -100.0%
MSFT -469 -24.7%
BRK-B -460 -4.4%
AXP -312 -18.0%
NVDA -308 -6.1%
ADBE -282 -100.0%
BAC -271 -28.0%
SCHX -259 -5.3%
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