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Portfolio (Quarterly) Guide ↗

MUIRFIELD WEALTH ADVISORS LLC

· CIK 0002014898
13F Portfolio $153M AUM 87 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 16 New 39 Added 18 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IAU ISHARES GOLD TR Financial Services 12,045 $978K 0.72% SOLD
2 IYC ISHARES TR 8,305 $857K 0.63% SOLD
3 CRM SALESFORCE INC Technology 1,164 $308K 0.23% SOLD
4 ADBE ADOBE INC Technology 806 $282K 0.21% SOLD
Sector Allocation
Financial Services 34.9%
Technology 33.1%
Communication Services 12.4%
Consumer Cyclical 6.8%
Industrials 4.5%
Healthcare 3.3%
Consumer Defensive 1.9%
Energy 1.6%
Utilities 1.5%