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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
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.6B
$421K 0.31%
5,285
-552
-9% -$44K
V icon
52
Visa
V
$683B
$421K 0.31%
1,200
-267
-18% -$91K
VHT icon
53
Vanguard Health Care ETF
VHT
$18.1B
$409K 0.3%
1,421
-246
-15% -$68.7K
SPY icon
54
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$403K 0.3%
591
-6
-1% -$4.05K
QCOM icon
55
Qualcomm
QCOM
$159B
$366K 0.27%
2,140
-50
-2% -$8.57K
DUK icon
56
Duke Energy
DUK
$96.9B
$363K 0.27%
3,094
-178
-5% -$21.7K
BKNG icon
57
Booking.com
BKNG
$149B
$351K 0.26%
1,650
+550
+50% +$113K
PM icon
58
Philip Morris
PM
$292B
$350K 0.26%
+2,179
New +$338K
SCHW
59
Charles Schwab
SCHW
$184B
$344K 0.25%
3,440
+1,092
+47% +$104K
CRM icon
60
Salesforce
CRM
$152B
$308K 0.23%
1,164
-139
-11% -$34.5K
T icon
61
AT&T
T
$162B
$301K 0.22%
12,103
-643
-5% -$16.3K
ADBE icon
62
Adobe
ADBE
$99.9B
$282K 0.21%
806
– –
WFC icon
63
Wells Fargo
WFC
$266B
$276K 0.2%
+2,966
New +$257K
VEA icon
64
Vanguard FTSE Developed Markets ETF
VEA
$230B
$275K 0.2%
4,397
+72
+2% +$4.41K
AMAT icon
65
Applied Materials
AMAT
$411B
$274K 0.2%
+1,065
New +$255K
CW icon
66
Curtiss-Wright
CW
$27.6B
$256K 0.19%
464
– –
PG icon
67
Procter & Gamble
PG
$338B
$244K 0.18%
1,700
-62
-4% -$9.14K
VZ icon
68
Verizon
VZ
$198B
$243K 0.18%
5,955
-1
-0% -$41
GD icon
69
General Dynamics
GD
$103B
$240K 0.18%
+712
New +$243K
XOM icon
70
ExxonMobil
XOM
$643B
$227K 0.17%
+1,889
New +$219K
MRK icon
71
Merck
MRK
$316B
$223K 0.16%
+2,118
New +$199K
UNP icon
72
Union Pacific
UNP
$173B
$218K 0.16%
942
+1
+0.1% +$228
TJX icon
73
TJX Companies
TJX
$174B
$217K 0.16%
1,411
-191
-12% -$28.2K
JPST icon
74
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$213K 0.16%
4,208
-66
-2% -$3.34K
MMM icon
75
3M
MMM
$91.4B
$209K 0.15%
1,305
+5
+0.4% +$818
1 2
3
4

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SSCM
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BDCMI
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WA
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NVCHI
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LCM
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GPWA
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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.