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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
BRK.A icon
76
Berkshire Hathaway Class A
BRK.A
$1.1T
– –
-4
Closed -$3.02M
CI icon
77
Cigna
CI
$74.5B
– –
-1,047
Closed -$302K
IAK icon
78
iShares US Insurance ETF
IAK
$537M
– –
-4,393
Closed -$589K
IWD icon
79
iShares Russell 1000 Value ETF
IWD
$82.6B
– –
-1,232
Closed -$251K
TFC icon
80
Truist Financial
TFC
$63.4B
– –
-5,665
Closed -$259K
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.