McGuire Capital Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), McGuire Capital Advisors Inc. reported 908 stock positions worth $183.3 million. Its top holding was Nvidia (NVDA) at 20.3% of the portfolio, followed by Apple (AAPL, 3.7%) and Vaneck Semiconductor ETF (SMH, 3.1%). Compared with Q1 2026, it opened 126 new positions, sold out of 85, added to 205 and reduced 169. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale Microsoft (MSFT, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- BETHANY, OK
- CIK
- 0002112006
- Portfolio Value
- $183.3M (Q2 2026)
- SEC Filing
- 0002112006-26-000004 ↗ filed Aug 14, 2026
Holdings Value
Holdings 908 stocks · $183.3M
| NVDA Nvidia Corp. | 20.31% | 186,077 | $37.2M | Add +8.4% |
| AAPL Apple Inc. | 3.70% | 23,446 | $6.8M | Reduce -21.1% |
| SMH Vaneck Semiconductor ETF | 3.13% | 8,750 | $5.7M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.89% | 7,090 | $5.3M | Add +47.3% |
| MU Micron Technology Inc. | 2.88% | 4,571 | $5.3M | Reduce -25.7% |
| AMD Advanced Micro Devices | 2.69% | 8,493 | $4.9M | Add +401.6% |
| TSLA Tesla Inc. | 2.69% | 11,718 | $4.9M | Reduce -31.0% |
| XOM Exxon Mobil Corp. | 2.62% | 35,130 | $4.8M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.39% | 5,950 | $4.4M | Add +81.1% |
| CAT Caterpillar Inc. | 2.21% | 3,808 | $4.1M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 2.06% | 10,705 | $3.8M | Add +0.8% |
| RMIX Suncrete Inc. Class A | 2.06% | 167,361 | $3.8M | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 2.03% | 7,128 | $3.7M | Add +42.2% |
| VOO Vanguard S&P 500 ETF | 1.92% | 5,130 | $3.5M | Add +1.6% |
| AMZN Amazon.com Inc. | 1.87% | 14,398 | $3.4M | Reduce -31.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.82% | 63,612 | $3.3M | Add +121.6% |
| MSFT Microsoft Corp. | 1.59% | 7,793 | $2.9M | Reduce -52.7% |
| PLTR Palantir Technologies Inc. Class A | 1.53% | 24,099 | $2.8M | Add +4.4% |
| META Meta Platforms Inc. Class A | 1.36% | 4,437 | $2.5M | Reduce -35.1% |
| WMT Walmart Inc. | 1.36% | 22,050 | $2.5M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 1.35% | 2,454 | $2.5M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 7,198 | $2.4M | Add +8.7% |
| ET Energy Transfer LP | 1.06% | 101,963 | $1.9M | Reduce -3.3% |
| TSLY Yieldmax Tsla Option Inc. ETF | 1.01% | 65,012 | $1.9M | Reduce -1.7% |
| OKLO Oklo Inc. | 0.89% | 31,219 | $1.6M | Add +11.9% |
| AMDY Yieldmax AMD Option Is ETF | 0.87% | 27,290 | $1.6M | Reduce -54.5% |
| V Visa Inc. Class A | 0.77% | 4,108 | $1.4M | Add +3.5% |
| MRVL Marvell Technology Inc. | 0.69% | 4,275 | $1.3M | Add +312.6% |
| AVAV Aerovironment Inc. | 0.69% | 7,646 | $1.3M | Add +7.2% |
| DELL Dell Technologies -C | 0.68% | 2,903 | $1.3M | Add +67.6% |
| EPD Enterprise Products Partners | 0.66% | 33,092 | $1.2M | Reduce -20.2% |
| ENVA Enova International Inc. | 0.65% | 4,950 | $1.2M | Add +27.3% |
| MA Mastercard Inc. Class A | 0.62% | 2,226 | $1.1M | Add +5.5% |
| TSMY Yieldmax TSM Opt Inc. Strat | 0.59% | 60,004 | $1.1M | No change |
| LDOS Leidos Holdings Inc. | 0.57% | 10,095 | $1.0M | Add +7.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.53% | 11,869 | $981K | Reduce -2.3% |
| FBY Yieldmax Meta Option Yield | 0.49% | 100,000 | $897K | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.47% | 3,431 | $863K | Reduce -0.4% |
| BTSG Brightspring Health Services | 0.46% | 12,183 | $850K | Add +6.9% |
| OKE Oneok Inc. | 0.44% | 9,256 | $805K | Reduce -70.8% |
| AVGO Broadcom Inc. | 0.42% | 2,046 | $773K | Add +34.3% |
| PSLV Sprott Physical Silver Trust | 0.40% | 38,987 | $736K | Reduce -21.2% |
| HST Host Hotels & Resorts Inc. | 0.40% | 30,829 | $731K | Add +5.2% |
| QQQY Defiance Nasdaq 100 Weekly D | 0.39% | 30,000 | $722K | No change |
| OGE Oge Energy Corp. | 0.39% | 14,582 | $710K | Add +0.2% |
| DVN Devon Energy Corp. | 0.39% | 17,164 | $709K | Reduce -12.8% |
| GOOGL Alphabet Inc. Class A | 0.36% | 1,865 | $666K | Reduce -80.3% |
| XLP SS Consumer Staples Sel Sect | 0.36% | 7,981 | $663K | Add +7.4% |
| NEM Newmont Corp. | 0.36% | 7,041 | $658K | Reduce -0.5% |
| NVDY Yieldmax Nvda Option Inc. ETF | 0.35% | 51,915 | $646K | Add +6.9% |
| INDV Indivior Pharmaceuticals Inc. | 0.33% | 14,872 | $610K | Add +15391.7% |
| SPCX Space Exploration Techn Class A | 0.33% | 3,536 | $604K | New |
| DRH Diamondrock Hospitality Co. | 0.33% | 49,162 | $599K | Add +34.8% |
| IWMY Defiance R2000 Weekly Distri | 0.32% | 30,000 | $596K | No change |
| SNEX Stonex Group Inc. | 0.32% | 4,894 | $580K | New |
| SSRM SSR Mining Inc. | 0.31% | 20,047 | $567K | Add +34.8% |
| STT State Street Corp. | 0.28% | 3,059 | $519K | New |
| VLY Valley National Bancorp | 0.28% | 34,775 | $509K | Add +46.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,698 | $477K | Add +14.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 943 | $472K | Reduce -6.8% |
| SLV iShares Silver Trust | 0.25% | 8,579 | $459K | Reduce -6.7% |
| PARR Par Pacific Holdings Inc. | 0.24% | 7,925 | $444K | Add +424.8% |
| GTY Getty Realty Corp. | 0.24% | 13,190 | $440K | Add +392.9% |
| ITA iShares U.S. Aerospace & Def | 0.24% | 1,804 | $437K | No change |
| EXEL Exelixis Inc. | 0.24% | 8,018 | $436K | Add +300.7% |
| XLY SS Consumer Disc Select Sect | 0.23% | 3,575 | $419K | Reduce -7.9% |
| SNDK Sandisk Corp. | 0.23% | 184 | $418K | Add +247.2% |
| GLD SPDR Gold Shares | 0.23% | 1,130 | $416K | Add +0.3% |
| SM SM Energy Co. | 0.21% | 14,453 | $377K | New |
| VYM Vanguard High DVD Yield ETF | 0.19% | 2,151 | $340K | No change |
| BMY Bristol-Myers Squibb Co. | 0.19% | 5,889 | $339K | Add +392.8% |
| MTDR Matador Resources Co. | 0.18% | 6,733 | $335K | Add +56008.3% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 892 | $333K | No change |
| CVX Chevron Corp. | 0.18% | 1,955 | $324K | Add +2.3% |
| JNJ Johnson & Johnson | 0.17% | 1,230 | $312K | Add +3.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 614 | $293K | Reduce -14.6% |
| SYM Symbotic Inc. | 0.15% | 6,177 | $278K | Add +307.7% |
| SEZL Sezzle Inc. | 0.15% | 1,566 | $269K | New |
| HD Home Depot Inc. | 0.15% | 761 | $268K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.15% | 2,266 | $266K | Add +45.4% |
| FLEX Flex Ltd. | 0.14% | 1,554 | $252K | Add +9612.5% |
| GLXY Galaxy Digital Inc. Class A | 0.13% | 8,985 | $246K | Add +29.3% |
| THG Hanover Insurance Group Inc./ | 0.13% | 1,127 | $241K | Add +63.8% |
| XLF SS Financial Select Sector | 0.13% | 4,343 | $233K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.12% | 4,940 | $225K | Reduce -19.5% |
| XLE SS Energy Select Sector | 0.12% | 4,194 | $223K | Reduce -35.0% |
| NBIX Neurocrine Biosciences Inc. | 0.12% | 1,318 | $222K | New |
| GEV GE Vernova Inc. | 0.12% | 188 | $221K | Add +3.3% |
| XLI SS Industrial Select Sector | 0.12% | 1,192 | $221K | No change |
| ABT Abbott Laboratories | 0.12% | 2,365 | $215K | Reduce -3.0% |
| GLW Corning Inc. | 0.12% | 835 | $213K | Add +2.3% |
| STRL Sterling Infrastructure Inc. | 0.11% | 243 | $204K | Reduce -59.6% |
| CFG Citizens Financial Group | 0.11% | 2,846 | $199K | Add +58.9% |
| IWF iShares Russell 1000 Growth | 0.10% | 1,454 | $180K | Reduce -9.1% |
| NXT Nextpower Inc. | 0.10% | 1,498 | $178K | Reduce -43.4% |
| MTZ Mastec Inc. | 0.10% | 427 | $178K | Reduce -46.8% |
| SHOP Shopify Inc. Class A | 0.09% | 1,510 | $172K | No change |
| VISN Vistance Networks Inc. | 0.09% | 13,363 | $171K | Reduce -31.0% |
| T AT&T Inc. | 0.09% | 8,225 | $170K | Add +6.9% |
| VRT Vertiv Holdings Co. Class A | 0.09% | 504 | $169K | Add +928.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $7K (not counted above)
Total filed on the 13F, all lines: $183.3M.
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -52.7% | 1.59% | −2.32 |
| OKE Oneok Inc. | Reduce -70.8% | 0.44% | −1.39 |
| GOOGL Alphabet Inc. Class A | Reduce -80.3% | 0.36% | −1.38 |
| TSLA Tesla Inc. | Reduce -31.0% | 2.69% | −1.35 |
| XOM Exxon Mobil Corp. | Reduce -1.5% | 2.62% | −1.25 |
| META Meta Platforms Inc. Class A | Reduce -35.1% | 1.36% | −1.14 |
| AAPL Apple Inc. | Reduce -21.1% | 3.70% | −1.12 |
| HAYMAKER ACQUISITION CORP 4 | Sold out | 0.00% | −1.00 |
| AMZN Amazon.com Inc. | Reduce -31.2% | 1.87% | −0.92 |
| GDXY Yldmax Gold Min Op in St ETF | Reduce -98.6% | 0.01% | −0.63 |
| PSLV Sprott Physical Silver Trust | Reduce -21.2% | 0.40% | −0.37 |
| EPD Enterprise Products Partners | Reduce -20.2% | 0.66% | −0.34 |
| AMDY Yieldmax AMD Option Is ETF | Reduce -54.5% | 0.87% | −0.33 |
| TSLY Yieldmax Tsla Option Inc. ETF | Reduce -1.7% | 1.01% | −0.26 |
| DVN Devon Energy Corp. | Reduce -12.8% | 0.39% | −0.25 |
| ET Energy Transfer LP | Reduce -3.3% | 1.06% | −0.24 |
| PTCT PTC Therapeutics Inc. | Reduce -76.8% | 0.07% | −0.23 |
| INCY Incyte Corp. | Reduce -76.6% | 0.07% | −0.23 |
| GH Guardant Health Inc. | Sold out | 0.00% | −0.18 |
| PSX Phillips 66 | Reduce -92.6% | 0.01% | −0.18 |
| FBY Yieldmax Meta Option Yield | Reduce -2.4% | 0.49% | −0.17 |
| OMF Onemain Holdings Inc. | Reduce -88.2% | 0.02% | −0.16 |
| MRK Merck & Co. Inc. | Reduce -65.7% | 0.07% | −0.16 |
| SLV iShares Silver Trust | Reduce -6.7% | 0.25% | −0.15 |
| IVZ Invesco Ltd. | Reduce -97.6% | 0.00% | −0.14 |
| VISN Vistance Networks Inc. | Reduce -31.0% | 0.09% | −0.13 |
| XLE SS Energy Select Sector | Reduce -35.0% | 0.12% | −0.13 |
| NEM Newmont Corp. | Reduce -0.5% | 0.36% | −0.13 |
| COP Conocophillips | Reduce -77.4% | 0.02% | −0.13 |
| BITX 2X Bitcoin ETF | Reduce -86.5% | 0.01% | −0.12 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.12 |
| NUTX Nutex Health Inc. | Reduce -96.0% | 0.01% | −0.12 |
| NXT Nextpower Inc. | Reduce -43.4% | 0.10% | −0.11 |
| AA Alcoa Corp. | Reduce -99.8% | 0.00% | −0.11 |
| ALLY Ally Financial Inc. | Reduce -59.6% | 0.07% | −0.10 |
| HUT Hut 8 Corp. | Reduce -82.5% | 0.06% | −0.10 |
| CCL Carnival Corp. Ltd. | Reduce -58.2% | 0.06% | −0.09 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -19.5% | 0.12% | −0.08 |
| TPC Tutor Perini Corp. | Reduce -77.1% | 0.02% | −0.08 |
| MTZ Mastec Inc. | Reduce -46.8% | 0.10% | −0.07 |
| SKYW Skywest Inc. | Reduce -56.8% | 0.04% | −0.06 |
| MSTR Strategy Inc. | Reduce -9.4% | 0.07% | −0.06 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.06 |
| GNW Genworth Financial Inc. | Reduce -52.5% | 0.05% | −0.06 |
| WPM Wheaton Precious Metals Corp. | Reduce -54.3% | 0.03% | −0.06 |
| NKE Nike Inc. Class B | Reduce -86.1% | 0.01% | −0.06 |
| HHH Howard Hughes Holdings Inc. | Reduce -66.2% | 0.03% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.8% | 0.26% | −0.05 |
| RGLD Royal Gold Inc. | Reduce -24.8% | 0.05% | −0.05 |
| NFLX Netflix Inc. | Reduce -1.6% | 0.08% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| SMH Vaneck Semiconductor ETF | New | 3.13% | +3.13 |
| AMD Advanced Micro Devices | Add +401.6% | 2.69% | +2.47 |
| RMIX Suncrete Inc. Class A | New | 2.06% | +2.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +81.1% | 2.39% | +1.18 |
| NVDA Nvidia Corp. | Add +8.4% | 20.31% | +1.14 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +47.3% | 2.89% | +0.88 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +121.6% | 1.82% | +0.86 |
| MRVL Marvell Technology Inc. | Add +312.6% | 0.69% | +0.63 |
| DIA SS SPDR Dow Jones Indus Avg | Add +42.2% | 2.03% | +0.54 |
| CAT Caterpillar Inc. | Add +1.1% | 2.21% | +0.50 |
| DELL Dell Technologies -C | Add +67.6% | 0.68% | +0.50 |
| INDV Indivior Pharmaceuticals Inc. | Add +15391.7% | 0.33% | +0.33 |
| SPCX Space Exploration Techn Class A | New | 0.33% | +0.33 |
| SNEX Stonex Group Inc. | New | 0.32% | +0.32 |
| ENVA Enova International Inc. | Add +27.3% | 0.65% | +0.31 |
| STT State Street Corp. | New | 0.28% | +0.28 |
| SNDK Sandisk Corp. | Add +247.2% | 0.23% | +0.21 |
| SM SM Energy Co. | New | 0.21% | +0.21 |
| GTY Getty Realty Corp. | Add +392.9% | 0.24% | +0.19 |
| EXEL Exelixis Inc. | Add +300.7% | 0.24% | +0.18 |
| MTDR Matador Resources Co. | Add +56008.3% | 0.18% | +0.18 |
| PARR Par Pacific Holdings Inc. | Add +424.8% | 0.24% | +0.18 |
| BTSG Brightspring Health Services | Add +6.9% | 0.46% | +0.15 |
| SEZL Sezzle Inc. | New | 0.15% | +0.15 |
| BMY Bristol-Myers Squibb Co. | Add +392.8% | 0.19% | +0.14 |
| FLEX Flex Ltd. | Add +9612.5% | 0.14% | +0.14 |
| NBIX Neurocrine Biosciences Inc. | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +34.3% | 0.42% | +0.12 |
| GS Goldman Sachs Group Inc. | Add +7.5% | 1.35% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 2.06% | +0.11 |
| DRH Diamondrock Hospitality Co. | Add +34.8% | 0.33% | +0.11 |
| SYM Symbotic Inc. | Add +307.7% | 0.15% | +0.10 |
| DDFZ Invtr Eqt DD 15 BFR ETF June | New | 0.09% | +0.09 |
| VLY Valley National Bancorp | Add +46.4% | 0.28% | +0.09 |
| SMCI Super Micro Computer Inc. | Add +18736.7% | 0.09% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.09% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +928.6% | 0.09% | +0.08 |
| DNN Denison Mines Corp. | New | 0.08% | +0.08 |
| SOXX iShares Semiconductor ETF | New | 0.07% | +0.07 |
| CSCO Cisco Systems Inc. | Add +45.4% | 0.15% | +0.07 |
| TILE Interface Inc. | New | 0.06% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +2941.9% | 0.07% | +0.06 |
| ECO Okeanis Eco Tankers Corp. | New | 0.06% | +0.06 |
| HAPN Happen Inc. | Add +2546.4% | 0.06% | +0.06 |
| THG Hanover Insurance Group Inc./ | Add +63.8% | 0.13% | +0.06 |
| GLXY Galaxy Digital Inc. Class A | Add +29.3% | 0.13% | +0.05 |
| GLW Corning Inc. | Add +2.3% | 0.12% | +0.05 |
| INTC Intel Corp. | Add +24.1% | 0.06% | +0.04 |
| CFG Citizens Financial Group | Add +58.9% | 0.11% | +0.04 |
| HST Host Hotels & Resorts Inc. | Add +5.2% | 0.40% | +0.04 |
Notes & Other Activity Q1 2026 → Q2 2026
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | New | 3 | $25 |
| CURE Direx DLY Hea Bul 3X ETF-Usd | DAIL HEAL BU ETF | New | 0 | $0 |
| YANG Dir DLY FT Chi Be 3X ETF-Usd | DAI FTS BEA ETF | New | 0 | $0 |
| SBIT Proshares Ultrashort Bitcoin | ULTRA BITCO ETF | New | 0 | $0 |
| AALG Leverage Shares 2X Aal | LEVERAGE SHS 2X | New | 0 | $0 |
| THEMES ETF TR | LEVERAGE SHS 2X | New | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.