MUIRFIELD WEALTH ADVISORS LLC
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 135,905
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 42.63 K | 31.4% | 0 | 47.44 K | -47.44 K |
| ETFs | 93.27 K | 68.6% | 47.06 K | 0 | 47.06 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
135,905
Holdings
80
QoQ value change ($000)
-378
(-0.3%)
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.