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Portfolio (Quarterly) Guide ↗

MUIRFIELD WEALTH ADVISORS LLC

· CIK 0002014898
13F Portfolio $136M AUM 75 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 23 Added 36 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BERKSHIRE HATHAWAY INC DEL 4 $3.0M 2.24% SOLD
2 IAK ISHARES TR 4,393 $589K 0.44% SOLD
3 CI THE CIGNA GROUP Healthcare 1,047 $302K 0.22% SOLD
4 TFC TRUIST FINL CORP Financial Services 5,665 $259K 0.19% SOLD
5 IWD ISHARES TR 1,232 $251K 0.19% SOLD
Sector Allocation
Financial Services 37.0%
Technology 34.0%
Communication Services 14.0%
Consumer Cyclical 6.8%
Industrials 4.0%
Consumer Defensive 1.8%
Utilities 1.1%
Energy 0.7%
Healthcare 0.7%