MUIRFIELD WEALTH ADVISORS LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 136,283
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 90.08 K | 66.1% | 777 | 0 | 777 |
| ETFs | 46.21 K | 33.9% | 648 | 0 | 648 |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
136,283
Holdings
75
QoQ value change ($000)
1,421
(1.1%)
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.