We are live on ! Find out more
MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
+6.27%
1 Year Est. Return
+14.77%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$135M
AUM Growth
+$9.23M
Cap. Flow
+$1.85M
Cap. Flow %
1.37%
Top 10 Hldgs %
53.25%
Holding
76
New
6
Increased
50
Reduced
14
Closed
3

Top Buys

Rank Stock Value
1
CI icon
Cigna
CI
+$310K
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$291K
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$252K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$245K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$317K
2
MRK icon
Merck
MRK
+$297K
3
SO icon
Southern Company
SO
+$202K
4
PM icon
Philip Morris
PM
+$201K
5
VHT icon
Vanguard Health Care ETF
VHT
+$110K

Sector Composition

Rank Sector Weight
1 Financials 14.44%
2 Technology 8.9%
3 Communication Services 3.48%
4 Consumer Discretionary 1.93%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$467K 0.35%
5,837
+545
+10% +$43.4K
VHT icon
52
Vanguard Health Care ETF
VHT
$18.1B
$433K 0.32%
1,667
-438
-21% -$110K
DUK icon
53
Duke Energy
DUK
$96.9B
$405K 0.3%
3,272
-92
-3% -$11.2K
VNLA icon
54
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$400K 0.3%
8,124
+2,101
+35% +$103K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$398K 0.29%
597
+2
+0.3% +$1.28K
QCOM icon
56
Qualcomm
QCOM
$159B
$364K 0.27%
2,190
+69
+3% +$10.9K
T icon
57
AT&T
T
$162B
$360K 0.27%
12,746
+126
+1% +$3.58K
CRM icon
58
Salesforce
CRM
$152B
$309K 0.23%
1,303
-150
-10% -$37.8K
CI icon
59
Cigna
CI
$74.5B
$302K 0.22%
+1,047
New +$310K
ADBE icon
60
Adobe
ADBE
$99.9B
$284K 0.21%
806
-4
-0.5% -$1.44K
PG icon
61
Procter & Gamble
PG
$338B
$271K 0.2%
1,762
+62
+4% +$9.68K
VZ icon
62
Verizon
VZ
$198B
$262K 0.19%
5,956
+92
+2% +$3.98K
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$230B
$259K 0.19%
+4,325
New +$252K
TFC icon
64
Truist Financial
TFC
$63.4B
$259K 0.19%
5,665
+62
+1% +$2.79K
GOOG icon
65
Alphabet (Google) Class C
GOOG
$4.56T
$254K 0.19%
+1,043
New +$219K
CW icon
66
Curtiss-Wright
CW
$27.6B
$252K 0.19%
464
+1
+0.2% +$493
IWD icon
67
iShares Russell 1000 Value ETF
IWD
$82.6B
$251K 0.19%
+1,232
New +$245K
BKNG icon
68
Booking.com
BKNG
$149B
$235K 0.17%
1,100
+100
+10% +$22.3K
TJX icon
69
TJX Companies
TJX
$174B
$232K 0.17%
+1,602
New +$213K
SCHW
70
Charles Schwab
SCHW
$184B
$224K 0.17%
2,348
+82
+4% +$7.78K
UNP icon
71
Union Pacific
UNP
$173B
$223K 0.17%
941
-173
-16% -$39K
JPST icon
72
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$217K 0.16%
4,274
-52
-1% -$2.63K
MMM icon
73
3M
MMM
$91.4B
$202K 0.15%
+1,300
New +$200K
MRK icon
74
Merck
MRK
$316B
– –
-3,746
Closed -$297K
PM icon
75
Philip Morris
PM
$292B
– –
-1,104
Closed -$201K
1 2
3
4

Similar funds

WF
Womack Financial Dallas, Texas $136M AUM 19.05% 1-Year Est. Return
GA
Gagnon Advisors New York $136M AUM 21.55% 1-Year Est. Return
SSCM
Sovereign's Capital Management Atlanta, Georgia $136M AUM 5.11% 1-Year Est. Return
BDCMI
Black Diamond Capital Management I St. Thomas $136M AUM
WA
WPG Advisers Baltimore, Maryland $136M AUM 24.41% 1-Year Est. Return
NVCHI
New Vernon Capital Holdings II Morristown, New Jersey $136M AUM 29.35% 1-Year Est. Return
LCM
LuminArx Capital Management New York $136M AUM
GPWA
Gaddis Premier Wealth Advisors Durant, Oklahoma $136M AUM

Muirfield Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Muirfield Wealth Advisors held 76 positions worth $135M, up 7.3% from $126M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Muirfield Wealth Advisors's Q3 2025 filing shows 6 new, 50 increased, 14 reduced and 3 closed positions. Its largest new stake was Cigna: 1,047 shares worth $302K. The largest sale was Apple, an estimated $317K.

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

  • Muirfield Wealth Advisors's largest Q3 2025 buy was Cigna: 1,047 shares worth $302K.
  • Muirfield Wealth Advisors added most to iShares 7-10 Year Treasury Bond ETF in Q3 2025, an estimated $291K increase.
  • Muirfield Wealth Advisors's biggest Q3 2025 reduction was Apple, cutting an estimated $317K.
  • Muirfield Wealth Advisors fully exited Merck in Q3 2025, selling an estimated $297K.
  • Muirfield Wealth Advisors's ten largest holdings make up 53% of its $135M portfolio in Q3 2025.
  • Muirfield Wealth Advisors opened 6 new positions and closed 3 in Q3 2025.
  • Muirfield Wealth Advisors's portfolio value rose 7.3% quarter-over-quarter to $135M.

Based on Muirfield Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.