McGuire Capital Advisors Inc holds a focused book of 910 stocks worth $183.3M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Apple Inc. Their largest long position is Nvidia Corp at 20% of the equity book. Cloning the disclosed picks since 2026 would be +11% (+21.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning McGuire Capital Advisors Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as McGuire Capital Advisors Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 77 / 80 | $138.0B |
| FMR LLC | 76 / 80 | $799.8B |
| MORGAN STANLEY | 76 / 80 | $558.2B |
| OSAIC HOLDINGS, INC. | 76 / 80 | $15.6B |
| UBS Group AG | 75 / 80 | $145.4B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 75 / 80 | $31.4B |
| JPMORGAN CHASE & CO | 74 / 80 | $532.8B |
| Rockefeller Capital Management L.P. | 74 / 80 | $19.0B |
Ranked by how many of McGuire Capital Advisors Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $37.2M | 186.1K | 20.3% | ▲+21% Added · +32K sh | |
| 2 | Apple Inc COM | $6.8M | 23.4K | 3.7% | ▼−8.1% Reduced · −2K sh | |
| 3 | Vaneck ETF Trust SEMICONDUCTR ETF | $5.7M | 8.8K | 3.1% | ▲New New position | |
| 4 | State STR SPDR S&P 500 ETF T TR UNIT | $5.3M | 7.1K | 2.9% | ▲+330% Added · +5K sh | |
| 5 | Micron Technology Inc COM | $5.3M | 4.6K | 2.9% | ▼−23% Reduced · −1K sh | |
| 6 | Advanced Micro Devices Inc COM | $4.9M | 8.5K | 2.7% | ▲11× Added · +8K sh | |
| 7 | Tesla Inc COM | $4.9M | 11.7K | 2.7% | ▲+43% Added · +4K sh | |
| 8 | Exxon Mobil Corp COM | $4.8M | 35.1K | 2.6% | ▼−1.2% Reduced · −427 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $4.4M | 6.0K | 2.4% | ▲+88% Added · +3K sh | |
| 10 | Caterpillar Inc COM | $4.1M | 3.8K | 2.2% | ▼−12% Reduced · −504 sh | |
| 11 | Alphabet Inc CAP STK CL C | $3.8M | 10.7K | 2.1% | ▼−16% Reduced · −2K sh | |
| 12 | Suncrete Inc COM SHS CL A | $3.8M | 167.4K | 2.1% | ▲New New position | |
| 13 | State STR SPDR Dow Jones Ind UT SER 1 | $3.7M | 7.1K | 2.0% | ▲+134% Added · +4K sh | |
| 14 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.1K | 1.9% | ▲+0.9% Added · +48 sh | |
| 15 | Amazon Com Inc COM | $3.4M | 14.4K | 1.9% | ▼−13% Reduced · −2K sh | |
| 16 | BlackRock ETF Trust II ISHA FLEX IN ETF | $3.3M | 63.6K | 1.8% | ▲+100% Added · +32K sh | |
| 17 | Microsoft Corp COM | $2.9M | 7.8K | 1.6% | ▼−8.7% Reduced · −747 sh | |
| 18 | Palantir Technologies Inc CL A | $2.8M | 24.1K | 1.5% | ▼−1.1% Reduced · −279 sh | |
| 19 | Meta Platforms Inc CL A | $2.5M | 4.4K | 1.4% | ▼−3.8% Reduced · −176 sh | |
| 20 | Walmart Inc COM | $2.5M | 22.1K | 1.4% | ▼−1.8% Reduced · −406 sh | |
| 21 | Goldman Sachs Group Inc COM | $2.5M | 2.5K | 1.4% | ▼−3.3% Reduced · −83 sh | |
| 22 | JPMorgan Chase & Co COM | $2.4M | 7.2K | 1.3% | ▼−13% Reduced · −1K sh | |
| 23 | Energy Transfer L P COM UT LTD PTN | $1.9M | 102.0K | 1.1% | ▲+9.7% Added · +9K sh | |
| 24 | Tidal Trust II YIELD TSLA ETF | $1.9M | 65.0K | 1.0% | ▲132× Added · +65K sh | |
| 25 | Oklo Inc COM CL A | $1.6M | 31.2K | 0.9% | ▲+43% Added · +9K sh | |
| 26 | Tidal Trust II YIE AMD INC ETF | $1.6M | 27.3K | 0.9% | ▲+107% Added · +14K sh | |
| 27 | Visa Inc COM CL A | $1.4M | 4.1K | 0.8% | ▼−19% Reduced · −947 sh | |
| 28 | Marvell Technology Inc COM | $1.3M | 4.3K | 0.7% | ▲+283% Added · +3K sh | |
| 29 | Aerovironment Inc COM | $1.3M | 7.6K | 0.7% | ▲+10% Added · +721 sh | |
| 30 | Dell Technologies Inc CL C | $1.3M | 2.9K | 0.7% | ▲+62% Added · +1K sh | |
| 31 | Enterprise Prods Partners L COM | $1.2M | 33.1K | 0.7% | ▼−33% Reduced · −16K sh | |
| 32 | Enova Intl Inc COM | $1.2M | 5.0K | 0.6% | ▲+65% Added · +2K sh | |
| 33 | Mastercard Incorporated CL A | $1.1M | 2.2K | 0.6% | ▼−21% Reduced · −587 sh | |
| 34 | Tidal Trust II YIEL TSM OPT ETF | $1.1M | 60.0K | 0.6% | ▲+50% Added · +20K sh | |
| 35 | Leidos Holdings Inc COM | $1.0M | 10.1K | 0.6% | ▼−7.5% Reduced · −824 sh | |
| 36 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $981K | 11.9K | 0.5% | ▲+481% Added · +10K sh | |
| 37 | Tidal Trust II YIELDMAX META | $897K | 100.0K | 0.5% | ▲+91% Added · +48K sh | |
| 38 | Abbvie Inc COM | $863K | 3.4K | 0.5% | ▼−31% Reduced · −2K sh | |
| 39 | Brightspring Health Svcs Inc COM | $850K | 12.2K | 0.5% | ▲+58% Added · +4K sh | |
| 40 | Oneok Inc New COM | $805K | 9.3K | 0.4% | ▼−76% Reduced · −29K sh | |
| 41 | Broadcom Inc COM | $773K | 2.0K | 0.4% | ▲+29% Added · +462 sh | |
| 42 | Sprott Asset Management LP PHYSICAL SILVER | $736K | 39.0K | 0.4% | ▲34× Added · +38K sh | |
| 43 | Host Hotels & Resorts Inc COM | $731K | 30.8K | 0.4% | ▲+7.6% Added · +2K sh | |
| 44 | Tidal Trust II DEFIANCE NASDAQ | $722K | 30.0K | 0.4% | ▲+25% Added · +6K sh | |
| 45 | Oge Energy Corp COM | $710K | 14.6K | 0.4% | ▲+0.4% Added · +64 sh | |
| 46 | Devon Energy Corp New COM | $709K | 17.2K | 0.4% | ▼−16% Reduced · −3K sh | |
| 47 | Alphabet Inc CAP STK CL A | $666K | 1.9K | 0.4% | ▼−8.8% Reduced · −181 sh | |
| 48 | Select Sector SPDR TR ST STR STAPL ETF | $663K | 8.0K | 0.4% | ▲+18% Added · +1K sh | |
| 49 | Newmont Corp COM | $658K | 7.0K | 0.4% | ▲+30% Added · +2K sh | |
| 50 | Tidal Trust II YIELDMAX NVDA | $646K | 51.9K | 0.4% | ▼−95% Reduced · −960K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2112006/holdings"
Use Arkolith to show MCGUIRE CAPITAL ADVISORS INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 915 | $183.3M | 13F-HR |
| Q1 2026 | Feb 19, 2026 | Feb 19, 2026 | 944 | $157.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.