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
SPSM icon
451
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.1B
$7.44K ﹤0.01%
+154
New +$7.62K
IIM icon
452
Invesco Value Municipal Income Trust
IIM
$586M
$7.44K ﹤0.01%
612
+6
+1% +$76
GSY icon
453
Invesco Ultra Short Duration ETF
GSY
$3.89B
$7.42K ﹤0.01%
148
-162
-52% -$8.14K
VRSK icon
454
Verisk Analytics
VRSK
$24.7B
$7.4K ﹤0.01%
39
-81
-68% -$16.4K
ULST icon
455
State Street Ultra Short Term Bond ETF
ULST
$522M
$7.37K ﹤0.01%
182
-167
-48% -$6.77K
MAIN icon
456
Main Street Capital
MAIN
$5.51B
$7.36K ﹤0.01%
139
– –
XLRE icon
457
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.54B
$7.31K ﹤0.01%
179
– –
NU icon
458
Nu Holdings
NU
$71.3B
$7.18K ﹤0.01%
500
– –
CTVA icon
459
Corteva
CTVA
$55.3B
$7.12K ﹤0.01%
85
– –
IMAR icon
460
Innovator International Developed Power Buffer ETF March
IMAR
$111M
$7.11K ﹤0.01%
245
– –
NJAN icon
461
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
$7.1K ﹤0.01%
133
-79
-37% -$4.32K
DJT icon
462
Trump Media & Technology Group
DJT
$2.58B
$7.05K ﹤0.01%
760
– –
HRMY icon
463
Harmony Biosciences
HRMY
$2.24B
$7K ﹤0.01%
250
– –
MCK icon
464
McKesson
MCK
$102B
$6.92K ﹤0.01%
8
– –
IBRX icon
465
ImmunityBio
IBRX
$8.03B
$6.9K ﹤0.01%
+900
New +$6.16K
EQT icon
466
EQT Corp
EQT
$33.6B
$6.86K ﹤0.01%
108
-50
-32% -$2.93K
CRPT icon
467
First Trust SkyBridge Crypto Industry and Digital Economy ETF
CRPT
$106M
$6.86K ﹤0.01%
589
– –
NOC icon
468
Northrop Grumman
NOC
$78B
$6.82K ﹤0.01%
10
– –
MCHP icon
469
Microchip Technology
MCHP
$40.3B
$6.72K ﹤0.01%
104
– –
APH icon
470
Amphenol
APH
$192B
$6.7K ﹤0.01%
53
+34
+179% +$4.79K
WCN
471
Waste Connections
WCN
$42.5B
$6.66K ﹤0.01%
41
+38
+1,267% +$6.33K
DAAQ
472
Digital Asset Acquisition Corp
DAAQ
$240M
$6.5K ﹤0.01%
+635
New +$6.49K
AG icon
473
First Majestic Silver
AG
$10.3B
$6.44K ﹤0.01%
300
– –
IGBH icon
474
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$238M
$6.43K ﹤0.01%
266
– –
SEMR
475
DELISTED
Semrush
SEMR
$6.34K ﹤0.01%
531
– –
17 18
19
20 21

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.