MUIRFIELD WEALTH ADVISORS LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 153,220
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 87 | 153,220 | 13F-HR | MUIRFIELD WEALTH ADVISORS LLC |
| Q1 2026 | 4/22/2026 | 80 | 135,905 | 13F-HR | MUIRFIELD WEALTH ADVISORS LLC |
| Q4 2025 | 2/6/2026 | 75 | 136,283 | 13F-HR | MUIRFIELD WEALTH ADVISORS LLC |
| Q3 2025 | 11/12/2025 | 73 | 134,862 | 13F-HR | MUIRFIELD WEALTH ADVISORS LLC |
| Q2 2025 | 7/25/2025 | 70 | 125,633 | 13F-HR | MUIRFIELD WEALTH ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.3 K | 31.5% | 5.666 K | 0 | 5.666 K |
| ETFs | 104.9 K | 68.5% | 11.65 K | 0 | 11.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
153,220
Holdings
87
QoQ value change ($000)
17,315
(12.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.