MUIRFIELD WEALTH ADVISORS LLC

Q2 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$153,220
Net value change ($000)
+17,315 (12.7%)
New positions
11
Sold out positions
4
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSP 1,585 10.9%
VUG 1,425 21.6%
IJR 1,337 20.0%
IDGT 1,023 NEW
IYZ 927 NEW
IJH 867 15.7%
SOXX 862 102.1%
FV 830 26.9%
RY 798 28.6%
NVDA 716 15.0%
Top Reduces (Value $000, Stocks/ETFs)
IAU -1,107 -100.0%
IEZ -912 -100.0%
CRM -230 -100.0%
SLV -217 -21.5%
GLD -203 -100.0%
T -101 -28.5%
XOM -73 -19.0%
VCSH -56 -9.5%
VZ -44 -14.6%
DUK -42 -11.3%
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