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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
+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
SO icon
76
Southern Company
SO
$107B
– –
-2,204
Closed -$202K
1 2 3
4

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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.