MUIRFIELD WEALTH ADVISORS LLC

Q3 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$153,049
Net value change ($000)
-171 (-0.1%)
New positions
7
Sold out positions
8
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IBB 1,096 NEW
IEO 1,004 NEW
VXF 879 NEW
NVDA 728 13.3%
MSFT 595 41.7%
AAPL 505 15.0%
VUG 440 5.5%
META 379 26.9%
JAAA 356 37.6%
CRM 251 NEW
Top Reduces (Value $000, Stocks/ETFs)
ITA -1,228 -100.0%
IYJ -1,135 -100.0%
IEF -733 -11.3%
IJR -679 -8.5%
SOXX -519 -30.4%
IJH -450 -7.1%
RSP -348 -2.2%
XOM -312 -100.0%
GD -280 -100.0%
BK -240 -100.0%
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