We are live on ! Find out more
MCA

McGuire Capital Advisors Portfolio holdings

AUM $183M
This Fund
S&P 500
This Quarter Est. Return
-2.3%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$156M
AUM Growth
-$1.01M
Cap. Flow
+$6.37M
Cap. Flow %
4.07%
Top 10 Hldgs %
47.21%
Holding
1,023
New
81
Increased
169
Reduced
227
Closed
154

Top Buys

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$3.61M
2
MSFT icon
Microsoft
MSFT
+$3.32M
3
NVDA icon
NVIDIA
NVDA
+$3.31M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.34M
5
TSLY icon
YieldMax TSLA Option Income Strategy ETF
TSLY
+$2.2M

Top Sells

Rank Stock Value
1
NVDY icon
YieldMax NVDA Option Income Strategy ETF
NVDY
+$13.4M
2
SLV icon
iShares Silver Trust
SLV
+$1.1M
3
AMZY icon
YieldMax AMZN Option Income Strategy ETF
AMZY
+$898K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$685K
5
PLTY
YieldMax PLTR Option Income Strategy ETF
PLTY
+$531K

Sector Composition

Rank Sector Weight
1 Technology 34.81%
2 Energy 9.7%
3 Financials 7.72%
4 Consumer Discretionary 7.61%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DJTWW
376
Trump Media & Technology Group Warrants
DJTWW
$928M
$11.5K 0.01%
2,326
-500
-18% -$3.03K
AFRM icon
377
Affirm
AFRM
$25.7B
$11.5K 0.01%
250
-19
-7% -$1.1K
IHF icon
378
iShares US Healthcare Providers ETF
IHF
$1.24B
$11.4K 0.01%
+272
New +$12.5K
SPMB icon
379
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.13B
$11.4K 0.01%
+508
New +$11.4K
CL icon
380
Colgate-Palmolive
CL
$73.8B
$11.3K 0.01%
132
-14
-10% -$1.25K
NOBL icon
381
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$11.1K 0.01%
210
– –
KR icon
382
Kroger
KR
$36.2B
$11.1K 0.01%
154
-13
-8% -$879
IGIB icon
383
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.7B
$11.1K 0.01%
208
+187
+890% +$10.1K
IEI icon
384
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$11K 0.01%
93
+85
+1,063% +$10.1K
NFRA icon
385
Northern Trust STOXX Global Broad Infrastructure ETF
NFRA
$3.04B
$10.9K 0.01%
+171
New +$10.9K
VEU icon
386
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$10.9K 0.01%
145
-110
-43% -$8.52K
XRPT
387
Volatility Shares Trust XRP 2X ETF
XRPT
$92.5M
$10.8K 0.01%
269
-74
-22% -$5.18K
CHD icon
388
Church & Dwight Co
CHD
$24.3B
$10.8K 0.01%
116
-377
-76% -$36.2K
DFAC icon
389
Dimensional US Core Equity 2 ETF
DFAC
$49.2B
$10.6K 0.01%
274
– –
ARKK icon
390
ARK Innovation ETF
ARKK
$6.41B
$10.6K 0.01%
157
– –
ANET icon
391
Arista Networks
ANET
$237B
$10.6K 0.01%
86
– –
CEG icon
392
Constellation Energy
CEG
$96.9B
$10.3K 0.01%
37
+3
+9% +$912
SPMO icon
393
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
$10.3K 0.01%
92
– –
GDLC
394
Grayscale CoinDesk Crypto 5 ETF
GDLC
$442M
$10.3K 0.01%
330
– –
VRTX icon
395
Vertex Pharmaceuticals
VRTX
$139B
$10.3K 0.01%
23
+11
+92% +$5.13K
TRV icon
396
Travelers Companies
TRV
$77.3B
$10.2K 0.01%
35
-6
-15% -$1.76K
EMLC icon
397
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.83B
$10.1K 0.01%
401
-285
-42% -$7.39K
MRSH
398
Marsh
MRSH
$92.9B
$10.1K 0.01%
58
-31
-35% -$5.57K
VDE icon
399
Vanguard Energy ETF
VDE
$10.8B
$10K 0.01%
58
– –
TWLO icon
400
Twilio
TWLO
$34.2B
$9.94K 0.01%
79
-4
-5% -$492
14 15
16
17 18

Similar funds

CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
AWF
Alpha Wealth Funds Park City, Utah $183M AUM 8.96% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
CJ
Caitlin John Brighton, Michigan $183M AUM 30.77% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
RPGNY
Retirement Planning Group (New York) Malta, New York $184M AUM 27.05% 1-Year Est. Return

McGuire Capital Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, McGuire Capital Advisors held 1,023 positions worth $156M, down 0.64% from $157M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

McGuire Capital Advisors deployed $6.37M of net new capital in Q1 2026, opening 81 new positions and adding to 169 existing holdings. Its largest new stake was Haymaker Acquisition Corp 4: 135,000 shares worth $1.56M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 33% a quarter earlier, followed by Energy and Financials.

On the sell side, the largest reduction was YieldMax NVDA Option Income Strategy ETF, an estimated $13.4M trimmed.

  • McGuire Capital Advisors's largest Q1 2026 buy was Haymaker Acquisition Corp 4: 135,000 shares worth $1.56M.
  • McGuire Capital Advisors added most to Tesla in Q1 2026, an estimated $3.61M increase.
  • McGuire Capital Advisors's biggest Q1 2026 reduction was YieldMax NVDA Option Income Strategy ETF, cutting an estimated $13.4M.
  • McGuire Capital Advisors fully exited YieldMax PLTR Option Income Strategy ETF in Q1 2026, selling an estimated $531K.
  • McGuire Capital Advisors's ten largest holdings make up 47% of its $156M portfolio in Q1 2026.
  • McGuire Capital Advisors opened 81 new positions and closed 154 in Q1 2026.
  • McGuire Capital Advisors's portfolio value fell 0.64% quarter-over-quarter to $156M.

Based on McGuire Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.