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MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
+2.44%
1 Year Est. Return
+14.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$136M
AUM Growth
+$1.42M
Cap. Flow
-$1.17M
Cap. Flow %
-0.86%
Top 10 Hldgs %
54.18%
Holding
80
New
7
Increased
28
Reduced
38
Closed
5

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.94M
2
SLV icon
iShares Silver Trust
SLV
+$886K
3
PM icon
Philip Morris
PM
+$338K
4
WFC icon
Wells Fargo
WFC
+$257K
5
AMAT icon
Applied Materials
AMAT
+$255K

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.02M
2
IAK icon
iShares US Insurance ETF
IAK
+$589K
3
AMZN icon
Amazon
AMZN
+$403K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$384K
5
NVDA icon
NVIDIA
NVDA
+$365K

Sector Composition

Rank Sector Weight
1 Financials 14.92%
2 Technology 8.37%
3 Communication Services 3.44%
4 Consumer Discretionary 1.69%
5 Industrials 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLV icon
26
iShares Silver Trust
SLV
$28B
$1.14M 0.84%
+17,706
New +$886K
RJF icon
27
Raymond James Financial
RJF
$33.8B
$1.14M 0.84%
7,090
+323
+5% +$52.2K
ITA icon
28
iShares US Aerospace & Defense ETF
ITA
$14.2B
$985K 0.72%
4,588
+965
+27% +$202K
IWF icon
29
iShares Russell 1000 Growth ETF
IWF
$121B
$984K 0.72%
8,312
-920
-10% -$109K
IAU icon
30
iShares Gold Trust
IAU
$62.9B
$978K 0.72%
12,045
+2,528
+27% +$198K
BAC icon
31
Bank of America
BAC
$435B
$967K 0.71%
17,576
-634
-3% -$33.5K
VO icon
32
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$950K 0.7%
13,092
+240
+2% +$17.5K
BIDD
33
iShares International Dividend Active ETF
BIDD
$416M
$931K 0.68%
32,290
+1,100
+4% +$31.2K
IAI icon
34
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
$929K 0.68%
5,181
+1,153
+29% +$202K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$878B
$921K 0.68%
1,344
-122
-8% -$82.8K
AMZN icon
36
Amazon
AMZN
$2.92T
$886K 0.65%
3,838
-1,763
-31% -$403K
VIGI icon
37
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$865K 0.64%
9,463
+232
+3% +$21K
IYJ icon
38
iShares US Industrials ETF
IYJ
$1.98B
$857K 0.63%
5,784
+1,400
+32% +$205K
IYC icon
39
iShares US Consumer Discretionary ETF
IYC
$1.17B
$857K 0.63%
8,305
+1,991
+32% +$205K
TSLA icon
40
Tesla
TSLA
$1.23T
$843K 0.62%
1,875
-170
-8% -$75.4K
IGV icon
41
iShares Expanded Tech-Software Sector ETF
IGV
$12.7B
$829K 0.61%
7,845
+1,927
+33% +$212K
SCHB icon
42
Schwab US Broad Market ETF
SCHB
$43.2B
$778K 0.57%
29,668
-1,580
-5% -$41.1K
COWG icon
43
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.23B
$777K 0.57%
22,055
+349
+2% +$12.4K
AUSF icon
44
Global X Adaptive US Factor ETF
AUSF
$900M
$751K 0.55%
16,203
-1,186
-7% -$54.4K
JAAA icon
45
Janus Henderson AAA CLO ETF
JAAA
$29B
$568K 0.42%
11,228
-102
-0.9% -$5.16K
JPM icon
46
JPMorgan Chase
JPM
$935B
$565K 0.41%
1,753
+110
+7% +$34.1K
DIVO icon
47
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.5B
$551K 0.4%
12,373
+107
+0.9% +$4.82K
VNLA icon
48
Janus Henderson Short Duration Income ETF
VNLA
$3.32B
$547K 0.4%
11,127
+3,003
+37% +$148K
GOOG icon
49
Alphabet (Google) Class C
GOOG
$4.36T
$466K 0.34%
1,484
+441
+42% +$126K
TT icon
50
Trane Technologies
TT
$100B
$428K 0.31%
1,100
-53
-5% -$21.9K
1
2
3 4

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Muirfield Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Muirfield Wealth Advisors held 80 positions worth $136M, up 1.1% from $135M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Muirfield Wealth Advisors's Q4 2025 filing shows 7 new, 28 increased, 38 reduced and 5 closed positions. Its largest new stake was iShares Silver Trust: 17,706 shares worth $1.14M. The largest sale was Berkshire Hathaway Class A, an estimated $3.02M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Technology and Communication Services.

  • Muirfield Wealth Advisors's largest Q4 2025 buy was iShares Silver Trust: 17,706 shares worth $1.14M.
  • Muirfield Wealth Advisors added most to Berkshire Hathaway Class B in Q4 2025, an estimated $2.94M increase.
  • Muirfield Wealth Advisors's biggest Q4 2025 reduction was Amazon, cutting an estimated $403K.
  • Muirfield Wealth Advisors fully exited Berkshire Hathaway Class A in Q4 2025, selling an estimated $3.02M.
  • Muirfield Wealth Advisors's ten largest holdings make up 54% of its $136M portfolio in Q4 2025.
  • Muirfield Wealth Advisors opened 7 new positions and closed 5 in Q4 2025.
  • Muirfield Wealth Advisors's portfolio value rose 1.1% quarter-over-quarter to $136M.

Based on Muirfield Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.