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
CR icon
126
Crane Co
CR
$11.9B
$106K 0.07%
617
– –
LAUR icon
127
Laureate Education
LAUR
$5.14B
$103K 0.07%
2,969
– –
MRVL icon
128
Marvell Technology
MRVL
$206B
$103K 0.07%
1,036
-80
-7% -$6.72K
EPRT icon
129
Essential Properties Realty Trust
EPRT
$6.7B
$102K 0.07%
3,345
– –
KB icon
130
KB Financial Group
KB
$41.7B
$98.7K 0.06%
990
– –
RTX icon
131
RTX Corp
RTX
$282B
$98.6K 0.06%
511
+37
+8% +$7.36K
PFE icon
132
Pfizer
PFE
$159B
$98.5K 0.06%
3,508
+945
+37% +$25.2K
SCHX icon
133
Schwab US Large- Cap ETF
SCHX
$73.8B
$97K 0.06%
3,785
-457
-11% -$12.3K
FALN icon
134
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
$96.8K 0.06%
3,623
-101
-3% -$2.75K
HAL icon
135
Halliburton
HAL
$28.9B
$95.9K 0.06%
2,459
-46
-2% -$1.59K
PG icon
136
Procter & Gamble
PG
$341B
$95.8K 0.06%
663
-239
-26% -$36.2K
NKE icon
137
Nike
NKE
$60.5B
$95.1K 0.06%
1,800
-1,678
-48% -$102K
PARR icon
138
Par Pacific Holdings
PARR
$3.72B
$94.6K 0.06%
+1,510
New +$67.6K
TGT icon
139
Target
TGT
$77.2B
$91K 0.06%
751
+61
+9% +$6.88K
NRG icon
140
NRG Energy
NRG
$23.5B
$90.8K 0.06%
621
– –
PRDO icon
141
Perdoceo Education
PRDO
$2.07B
$87.9K 0.06%
2,362
– –
COF icon
142
Capital One
COF
$133B
$87.7K 0.06%
481
-52
-10% -$10.9K
EXEL icon
143
Exelixis
EXEL
$13.5B
$85.8K 0.05%
2,001
+1,479
+283% +$63.6K
GTY
144
Getty Realty Corp
GTY
$2.07B
$85.1K 0.05%
+2,676
New +$83.6K
VTI icon
145
Vanguard Morningstar Total Stock Market ETF
VTI
$683B
$84.1K 0.05%
262
– –
WRB icon
146
W.R. Berkley
WRB
$25.9B
$83.3K 0.05%
1,256
– –
AMRX icon
147
Amneal Pharmaceuticals
AMRX
$6.2B
$82.3K 0.05%
6,620
– –
BTC
148
Grayscale Bitcoin Mini Trust ETF
BTC
$4.17B
$81K 0.05%
2,700
-873
-24% -$29.5K
SYM icon
149
Symbotic
SYM
$5.2B
$80.6K 0.05%
1,515
+1,399
+1,206% +$80.1K
ED icon
150
Consolidated Edison
ED
$39.8B
$76.7K 0.05%
678
+4
+0.6% +$433
4 5
6
7 8

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.