Q2 2026 13F · SEC CIK 2056306

MSH Capital Advisors LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $575.0M
Reported positions: 320
Holdings vs S&P 500, 3 yrs: —
Assets under management: $1.3B

MSH Capital Advisors LLC is a wealth manager that reported 320 positions worth $575.0M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Apple Inc (AAPL, 9.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 3.3%), Spdr Ser Tr (SDY, 2.5%).

MSH Capital Advisors LLC holdings largest 50 of 320 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

MSH Capital Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	9.2%	9.2%	182,676	+7.0%	$52.9M
VEAVanguard Ftse Developed Markets Index Fu	3.3%	3.3%	262,705	+8.7%	$18.7M
SDYSpdr Ser Tr	2.5%	2.8%	92,839	+1.3%	$14.1M
SCHGSchwab Strategic Tr	2.0%	2.0%	341,337	+7.4%	$11.6M
JPMJpmorgan Chase & Co	1.9%	1.8%	33,369	+17.2%	$10.9M
SCHDSchwab Strategic Tr	1.9%	2.1%	343,606	+5.7%	$10.9M
IEFAIshares Tr	1.7%	1.9%	100,579	+2.8%	$9.7M
IVVIshares Tr	1.7%	1.8%	12,902	-1.0%	$9.7M
VYMVanguard Whitehall Fds	1.5%	1.6%	56,357	+12.3%	$8.9M
MSFTMicrosoft Corp	1.5%	1.6%	23,508	+13.5%	$8.8M
VUGVanguard Index Fds	1.5%	1.3%	100,333	+588.9%	$8.6M
IVWIshares Tr	1.4%	1.2%	56,635	+8.7%	$7.8M
GOOGLAlphabet Inc	1.3%	1.1%	20,135	+15.2%	$7.2M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.4%	14,176	+5.1%	$7.1M
IJHIshares Tr	1.2%	1.2%	88,186	+6.1%	$6.8M
NOBLProshares Tr	1.1%	1.2%	115,425	+114.7%	$6.5M
IJRIshares Tr	1.1%	1.2%	43,366	-1.0%	$6.4M
NVDANvidia Corporation	1.1%	0.7%	31,284	+55.6%	$6.3M
KOCoca Cola Co	1.0%	1.2%	73,805	+0.4%	$6.0M
AMZNAmazon Com Inc	1.0%	0.9%	24,322	+17.6%	$5.8M
JNJJohnson & Johnson	1.0%	1.1%	22,564	+7.1%	$5.7M
XOMExxon Mobil Corp	0.9%	1.4%	39,937	+0.2%	$5.5M
VXUSVanguard Star Fds	0.9%	0.9%	62,649	+9.7%	$5.4M
SCZIshares Tr	0.9%	1.1%	63,895	-0.4%	$5.3M
VOOVanguard Index Fds	0.9%	0.6%	7,514	+55.5%	$5.2M
IVEIshares Tr	0.9%	0.9%	22,720	+10.5%	$5.2M
VTVVanguard Index Fds	0.9%	0.9%	22,456	+0.4%	$4.9M
TSLATesla Inc	0.8%	0.9%	11,570	+2.6%	$4.9M
SHWSherwin Williams Co	0.8%	1.0%	13,991	-1.5%	$4.8M
ABBVAbbvie Inc	0.8%	0.6%	17,814	+40.6%	$4.5M
SPLGSpdr Series Trust	0.8%	0.8%	49,713	+0.6%	$4.4M
STXSeagate Technology Hldngs Pl	0.8%	—	4,499	—	$4.3M
VOEVanguard Index Fds	0.7%	0.9%	21,628	-1.7%	$4.3M
XLVSelect Sector Spdr Tr	0.7%	0.6%	25,780	+40.5%	$4.1M
IWSIshares Tr	0.7%	0.7%	24,826	+2.3%	$4.1M
VIGVanguard Specialized Funds	0.7%	0.6%	17,147	+25.1%	$4.1M
VOTVanguard Index Fds	0.7%	0.7%	13,225	-1.1%	$4.1M
BLKBlackrock Inc	0.7%	0.8%	4,131	-0.4%	$4.0M
QQQInvesco Qqq Tr	0.7%	—	5,343	—	$3.9M
VBRVanguard Index Fds	0.7%	0.7%	15,913	-1.8%	$3.9M
MUMicron Technology Inc	0.7%	—	3,266	—	$3.8M
VBKVanguard Index Fds	0.7%	0.7%	10,246	-2.6%	$3.7M
ORealty Income Corp.	0.6%	0.8%	59,864	+1.2%	$3.7M
IWPIshares Tr	0.6%	0.6%	24,737	+3.3%	$3.6M
SPYState Str Spdr S&p 500 ETF T	0.6%	—	4,667	—	$3.5M
CATCaterpillar Inc	0.6%	—	3,219	—	$3.4M
FTLSFirst Tr Exch Traded Fd III	0.6%	0.6%	46,376	+17.3%	$3.4M
CSCOCisco Sys Inc	0.6%	0.7%	28,489	-29.4%	$3.3M
IJTIshares Tr	0.6%	0.6%	18,728	+1.8%	$3.3M
VVisa Inc	0.6%	—	9,625	—	$3.3M

What MSH Capital Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$575.0M	320
Q1 2026	$472.5M	273
Q4 2025	$468.0M	274
Q3 2025	$373.1M	243
Q2 2025	$347.1M	242
Q1 2025	$323.4M	231
Q4 2024	$317.6M	226
Q3 2024	$327.0M	227

Questions about MSH Capital Advisors LLC's portfolio

What stocks does MSH Capital Advisors LLC own?

MSH Capital Advisors LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 320 positions worth $575.0M. The largest are Apple Inc (AAPL) at 9.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 3.3%, Spdr Ser Tr (SDY) at 2.5%, Schwab Strategic Tr (SCHG) at 2.0% and Jpmorgan Chase & Co (JPM) at 1.9%.

What did MSH Capital Advisors LLC buy last quarter?

In Q2 2026, MSH Capital Advisors LLC added Vanguard Index Fds (VUG) (+588.9% shares), Proshares Tr (NOBL) (+114.7% shares) and Nvidia Corporation (NVDA) (+55.6% shares), compared with its Q1 2026 filing.

What did MSH Capital Advisors LLC sell last quarter?

In Q2 2026, MSH Capital Advisors LLC cut from its top 50 Verizon Communications Inc (VZ), cut from its top 50 Cme Group Inc (CME), cut from its top 50 Ishares Tr (IJS), cut from its top 50 Walmart Inc (WMT), cut from its top 50 American Wtr Wks Co Inc New Com (AWK) and Cisco Sys Inc (CSCO) (-29.4% shares), compared with its Q1 2026 filing.

When is MSH Capital Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. MSH Capital Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does MSH Capital Advisors LLC manage?

MSH Capital Advisors LLC reported $1.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $575.0M.