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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
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 T AT&T INC Communication Services 12,103.0 $301K 0.22% -643.0 -5.0% $24.84 +0.4%
62 ADBE ADOBE INC Technology 806.0 $282K 0.21% $349.99 -30.3%
63 WFC WELLS FARGO CO NEW Financial Services 2,966.0 $276K 0.20% NEW $93.21 -18.7%
64 VEA VANGUARD TAX-MANAGED FDS 4,397.0 $275K 0.20% +72.0 +1.7% $62.48 +13.1%
65 AMAT APPLIED MATLS INC Technology 1,065.0 $274K 0.20% NEW $256.90 +66.4%
66 CW CURTISS WRIGHT CORP Industrials 464.0 $256K 0.19% $551.30 +31.8%
67 PG PROCTER AND GAMBLE CO Consumer Defensive 1,700.0 $244K 0.18% -62.0 -3.5% $143.31 -0.6%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 5,955.0 $243K 0.18% $40.73 +17.4%
69 GD GENERAL DYNAMICS CORP Industrials 712.0 $240K 0.18% NEW $336.57 +0.6%
70 XOM EXXON MOBIL CORP Energy 1,889.0 $227K 0.17% NEW $120.34 +29.9%
71 MRK MERCK & CO INC Healthcare 2,118.0 $223K 0.16% NEW $105.28 +10.1%
72 UNP UNION PAC CORP Industrials 942.0 $218K 0.16% $231.40 +14.9%
73 TJX TJX COS INC NEW Consumer Cyclical 1,411.0 $217K 0.16% -191.0 -11.9% $153.59 +3.7%
74 J P MORGAN EXCHANGE TRADED F 4,208.0 $213K 0.16% -66.0 -1.5% $50.59
75 MMM 3M CO Industrials 1,305.0 $209K 0.15% $160.15 -5.3%
Page 4 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%