MSH Capital Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056306
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13F Reported Value
ⓘ$575.0M
Holdings
320
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MSH Capital Advisors LLC disclosed 320 positions worth $575.0M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.2% of the equity portfolio. During the quarter the fund opened 58 new positions and exited 13 and a full exit from $SPG. The portfolio is most concentrated in Other (51.9% of disclosed assets). All figures are sourced directly from MSH Capital Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2056306.
AI Fund Analysis
Stable
$AAPL9.2% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
3.3% weight
Held 7 quarters
SPDR SERIES TRUST - ST STR
2.5% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US L
2.0% weight
Held 7 quarters
$JPM1.9% weight
Held 7 quarters
VANGUARD TAX-MANAGED FDS -
6 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
SCHWAB STRATEGIC TR - US L
6 quarters accumulating
SCHWAB STRATEGIC TR - US D
6 quarters accumulating
ISHARES TR - CORE MSCI EAF
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$52.9M182,676 sh VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$18.7M262,705 shSPDR SERIES TRUST - ST STR SP DIV
—Quality
$14.1M92,839 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$11.6M341,337 sh- 70.7
Quality
$10.9M33,369 sh SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$10.9M343,606 shISHARES TR - CORE MSCI EAFE
—Quality
$9.7M100,579 shISHARES TR - CORE S&P500 ETF
—Quality
$9.7M12,902 shVANGUARD WHITEHALL FDS - HIGH DIV YLD
—Quality
$8.9M56,357 sh- 79.8
Quality
$8.8M23,508 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $52.9M | 182,676 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $18.7M | 262,705 |
| SPDR SERIES TRUST - ST STR SP DIV | — | $14.1M | 92,839 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $11.6M | 341,337 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $10.9M | 33,369 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $10.9M | 343,606 |
| ISHARES TR - CORE MSCI EAFE | — | $9.7M | 100,579 |
| ISHARES TR - CORE S&P500 ETF | — | $9.7M | 12,902 |
| VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $8.9M | 56,357 |
 MICROSOFT CORP$MSFT | 79.8 | $8.8M | 23,508 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MSH Capital Advisors LLC's 320 positions.
Showing top 10 of 320 holdings.
Sector Allocation
Other
$298.4M
Technology
$107.9M
Financials
$47.4M
Consumer Discretionary
$24.3M
Healthcare
$23.8M
Industrials
$18.2M
Energy
$16.4M
Utilities
$12.3M
Top Holdings — MSH Capital Advisors LLC (Q2 2026)
Top 150 of 320 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $52.9M | 9.2% | +7% | 76.4 |
| 2 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $18.7M | 3.3% | +9% | — |
| 3 | — | SPDR SERIES TRUST - ST STR SP DIV | $14.1M | 2.5% | +1% | — |
| 4 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $11.6M | 2.0% | +7% | — |
| 5 | $JPM | JPMORGAN CHASE & CO | $10.9M | 1.9% | +17% | 70.7 |
| 6 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.9M | 1.9% | +6% | — |
| 7 | — | ISHARES TR - CORE MSCI EAFE | $9.7M | 1.7% | +3% | — |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $9.7M | 1.7% | -1% | — |
| 9 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $8.9M | 1.6% | +12% | — |
| 10 | $MSFT | MICROSOFT CORP | $8.8M | 1.5% | +14% | 79.8 |
| 11 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.6M | 1.5% | +589% | — |
| 12 | — | ISHARES TR - S&P 500 GRWT ETF | $7.8M | 1.4% | +9% | — |
| 13 |  $GOOG | Alphabet Inc. | $7.2M | 1.3% | +15% | 78.2 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.1M | 1.2% | +5% | 73.8 |
| 15 | — | ISHARES TR - CORE S&P MCP ETF | $6.8M | 1.2% | +6% | — |
| 16 | — | PROSHARES TR - S&P 500 DV ARIST | $6.5M | 1.1% | +115% | — |
| 17 | — | ISHARES TR - CORE S&P SCP ETF | $6.4M | 1.1% | -1% | — |
| 18 |  $NVDA | NVIDIA CORP | $6.3M | 1.1% | +56% | 85.9 |
| 19 |  $KO | COCA COLA CO | $6.0M | 1.0% | +0% | 69.5 |
| 20 |  $AMZN | AMAZON COM INC | $5.8M | 1.0% | +18% | 68.7 |
| 21 |  $JNJ | JOHNSON & JOHNSON | $5.7M | 1.0% | +7% | 69 |
| 22 |  $XOM.R34088 | EXXON MOBIL CORP | $5.5M | 0.9% | +0% | 57.9 |
| 23 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.4M | 0.9% | +10% | — |
| 24 | — | ISHARES TR - EAFE SML CP ETF | $5.3M | 0.9% | -0% | — |
| 25 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.2M | 0.9% | +56% | — |
| 26 | — | ISHARES TR - S&P 500 VAL ETF | $5.2M | 0.9% | +10% | — |
| 27 | — | VANGUARD INDEX FDS - VALUE ETF | $4.9M | 0.8% | +0% | — |
| 28 |  $TSLA | Tesla, Inc. | $4.9M | 0.8% | +3% | 53.9 |
| 29 |  $SHW | SHERWIN WILLIAMS CO | $4.8M | 0.8% | -1% | 61.3 |
| 30 |  $ABBV | AbbVie Inc. | $4.5M | 0.8% | +41% | 72.6 |
| 31 | — | SPDR SERIES TRUST - ST STR P500ETF | $4.4M | 0.8% | +1% | — |
| 32 |  $STX | Seagate Technology Holdings plc | $4.3M | 0.8% | -33% | — |
| 33 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $4.3M | 0.7% | -2% | — |
| 34 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $4.1M | 0.7% | +41% | — |
| 35 | — | ISHARES TR - RUS MDCP VAL ETF | $4.1M | 0.7% | +2% | — |
| 36 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.1M | 0.7% | +25% | — |
| 37 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $4.1M | 0.7% | -1% | — |
| 38 |  $BLK | BlackRock, Inc. | $4.0M | 0.7% | -0% | 70 |
| 39 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 0.7% | +24% | — |
| 40 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.9M | 0.7% | -2% | — |
| 41 |  $MU | MICRON TECHNOLOGY INC | $3.8M | 0.7% | -28% | 86.2 |
| 42 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $3.7M | 0.7% | -3% | — |
| 43 |  $O | REALTY INCOME CORP | $3.7M | 0.7% | +1% | 73.7 |
| 44 | — | ISHARES TR - RUS MD CP GR ETF | $3.6M | 0.6% | +3% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.6% | +54% | — |
| 46 |  $CAT | CATERPILLAR INC | $3.4M | 0.6% | -5% | 66.5 |
| 47 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $3.4M | 0.6% | +17% | — |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $3.3M | 0.6% | -29% | 70.3 |
| 49 | — | ISHARES TR - S&P SML 600 GWT | $3.3M | 0.6% | +2% | — |
| 50 |  $V | VISA INC. | $3.3M | 0.6% | +12% | 82.9 |
| 51 | — | ISHARES TR - SP SMCP600VL ETF | $3.3M | 0.6% | +2% | — |
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.1M | 0.5% | +9% | — |
| 53 |  $PAYX | PAYCHEX INC | $3.1M | 0.5% | +10% | 74.6 |
| 54 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $3.0M | 0.5% | +0% | — |
| 55 |  $AVGO | Broadcom Inc. | $2.8M | 0.5% | +41% | 84.5 |
| 56 |  $VZ | VERIZON COMMUNICATIONS INC | $2.8M | 0.5% | -0% | 65.8 |
| 57 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.8M | 0.5% | +19% | — |
| 58 |  $WMT | Walmart Inc. | $2.8M | 0.5% | +10% | 60.2 |
| 59 |  $RTX | RTX Corp | $2.7M | 0.5% | +17% | 73.2 |
| 60 |  $AWK | American Water Works Company, Inc. | $2.7M | 0.5% | +0% | 58.1 |
| 61 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $2.6M | 0.5% | +7% | — |
| 62 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $2.5M | 0.4% | +246% | — |
| 63 |  $CME | CME GROUP INC. | $2.4M | 0.4% | +1% | 69.5 |
| 64 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.4M | 0.4% | +24% | 66.2 |
| 65 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.3M | 0.4% | +1% | 66.3 |
| 66 |  $TROW | PRICE T ROWE GROUP INC | $2.2M | 0.4% | +0% | 69 |
| 67 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $2.2M | 0.4% | +7% | — |
| 68 | — | ISHARES TR - SELECT DIVID ETF | $2.1M | 0.4% | +0% | — |
| 69 |  $SO | SOUTHERN CO | $2.1M | 0.4% | +1% | 62 |
| 70 |  $LLY | ELI LILLY & Co | $2.0M | 0.3% | +26% | 87.5 |
| 71 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.0M | 0.3% | +0% | — |
| 72 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.0M | 0.3% | +83% | 61.4 |
| 73 |  $OSBC | OLD SECOND BANCORP INC | $2.0M | 0.3% | +0% | 58.7 |
| 74 |  $UGI | UGI CORP /PA/ | $2.0M | 0.3% | +0% | 48.3 |
| 75 | — | ISHARES INC - CORE MSCI EMKT | $2.0M | 0.3% | -6% | — |
| 76 | — | PGIM ETF TR - TOTA RETU BD ETF | $1.9M | 0.3% | -10% | — |
| 77 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $1.9M | 0.3% | +9% | — |
| 78 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $1.9M | 0.3% | -4% | — |
| 79 |  $CVX | CHEVRON CORP | $1.9M | 0.3% | +19% | 62.8 |
| 80 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $1.9M | 0.3% | +2132% | — |
| 81 |  $DUK | Duke Energy CORP | $1.8M | 0.3% | +0% | 56.4 |
| 82 | — | VANECK ETF TRUST - PREFERRED SECURT | $1.8M | 0.3% | -0% | — |
| 83 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.3% | +3% | 64.6 |
| 84 |  $ET | Energy Transfer LP | $1.8M | 0.3% | +23% | 64.4 |
| 85 |  $LOW | LOWES COMPANIES INC | $1.7M | 0.3% | -2% | 60.8 |
| 86 | — | ISHARES TR - CORE UNIVRSL USD | $1.7M | 0.3% | +32% | — |
| 87 |  $META | Meta Platforms, Inc. | $1.7M | 0.3% | +33% | 79.6 |
| 88 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $1.7M | 0.3% | +1% | — |
| 89 |  $UNH | UNITEDHEALTH GROUP INC | $1.7M | 0.3% | +7% | 62.7 |
| 90 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.7M | 0.3% | +15% | — |
| 91 | — | ISHARES TR - ULTRA SHORT DUR | $1.6M | 0.3% | -33% | — |
| 92 | — | ISHARES TR - 0-3 MTH TREASURY | $1.6M | 0.3% | +15% | — |
| 93 |  $GOOGL | Alphabet Inc. | $1.6M | 0.3% | -1% | 78.2 |
| 94 |  $WEC | WEC ENERGY GROUP, INC. | $1.6M | 0.3% | +24% | 60.1 |
| 95 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.5M | 0.3% | +360% | — |
| 96 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | NEW | 73.8 |
| 97 |  $MMM | 3M CO | $1.5M | 0.3% | -0% | 64.9 |
| 98 |  $PEP | PEPSICO INC | $1.4M | 0.2% | -4% | 63.4 |
| 99 |  $IVZ | Invesco Ltd. | $1.4M | 0.2% | NEW | — |
| 100 |  $MCD | MCDONALDS CORP | $1.3M | 0.2% | +20% | 69 |
| 101 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $1.3M | 0.2% | NEW | — |
| 102 |  $PFE | PFIZER INC | $1.3M | 0.2% | -7% | 62 |
| 103 |  $MRK | Merck & Co., Inc. | $1.3M | 0.2% | -0% | 59.9 |
| 104 | — | ISHARES TR - MBS ETF | $1.3M | 0.2% | +1% | — |
| 105 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.3M | 0.2% | -1% | — |
| 106 |  $HD | HOME DEPOT, INC. | $1.3M | 0.2% | -13% | 60.3 |
| 107 | — | PROSHARES TR - S&P MDCP 400 DIV | $1.3M | 0.2% | +20% | — |
| 108 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.2% | +14% | 79.8 |
| 109 |  $BAH | Booz Allen Hamilton Holding Corp | $1.2M | 0.2% | +13% | 58 |
| 110 |  $NVO | NOVO NORDISK A S | $1.2M | 0.2% | +8% | — |
| 111 |  $EMR | EMERSON ELECTRIC CO | $1.2M | 0.2% | -14% | 65.3 |
| 112 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $1.2M | 0.2% | +16% | — |
| 113 | — | ISHARES TR - MSCI EAFE ETF | $1.2M | 0.2% | +0% | — |
| 114 |  $NEE | NEXTERA ENERGY INC | $1.2M | 0.2% | +6% | 64.6 |
| 115 |  $SHEL | Shell plc | $1.1M | 0.2% | +31% | — |
| 116 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.2% | -2% | — |
| 117 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | +6% | 67.6 |
| 118 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.1M | 0.2% | -0% | — |
| 119 | — | ISHARES TR - 10-20 YR TRS ETF | $1.1M | 0.2% | +85% | — |
| 120 | — | ISHARES TR - 1 3 YR TREAS BD | $1.1M | 0.2% | -3% | — |
| 121 |  $ETN | Eaton Corp plc | $1.0M | 0.2% | -1% | — |
| 122 | — | ISHARES TR - CORE S&P TTL STK | $1.0M | 0.2% | +10% | — |
| 123 |  $MA | Mastercard Inc | $1.0M | 0.2% | +168% | 85.1 |
| 124 |  $ENB | ENBRIDGE INC | $1.0M | 0.2% | -3% | 66.7 |
| 125 | — | FIRST TR EXCHANGE TRADED FD - NEW CO CO EA ETF | $982,977 | 0.2% | NEW | — |
| 126 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $981,890 | 0.2% | NEW | — |
| 127 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $980,133 | 0.2% | +0% | 59.1 |
| 128 |  $PLD | Prologis, Inc. | $947,071 | 0.2% | +1% | 68.3 |
| 129 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $938,522 | 0.2% | +309% | — |
| 130 |  $GH | Guardant Health, Inc. | $936,487 | 0.2% | -1% | 39 |
| 131 | — | ISHARES TR - RUSSELL 3000 ETF | $912,500 | 0.2% | -1% | — |
| 132 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $895,222 | 0.2% | -3% | — |
| 133 | — | NEOS ETF TRUST - MLP EN IN HI ETF | $883,786 | 0.1% | NEW | — |
| 134 | — | VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD | $876,713 | 0.1% | +234% | — |
| 135 |  $BX | Blackstone Inc. | $872,126 | 0.1% | +59% | 74.4 |
| 136 | — | ISHARES TR - US TREAS BD ETF | $870,425 | 0.1% | +19% | — |
| 137 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $869,676 | 0.1% | -0% | — |
| 138 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $851,859 | 0.1% | +4% | 69.9 |
| 139 |  $STRA | Strategic Education, Inc. | $850,788 | 0.1% | +0% | 56.9 |
| 140 |  $NAD | Nuveen Quality Municipal Income Fund | $847,758 | 0.1% | +4% | — |
| 141 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $827,576 | 0.1% | +5% | — |
| 142 |  $DE | DEERE & CO | $818,286 | 0.1% | -6% | 55.4 |
| 143 |  $GLDM | World Gold Trust | $809,131 | 0.1% | -2% | — |
| 144 |  $LMT | LOCKHEED MARTIN CORP | $796,314 | 0.1% | +133% | 65.6 |
| 145 | — | BLACKROCK ETF TRUST - DYNAMIC EQTY ACT | $790,078 | 0.1% | +1% | — |
| 146 | $IVZ | Invesco Ltd. | $787,023 | 0.1% | +0% | — |
| 147 | — | ISHARES TR - ISHARES BIOTECH | $777,476 | 0.1% | NEW | — |
| 148 | — | ISHARES TR - CORE DIV GRWTH | $776,916 | 0.1% | +9% | — |
| 149 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $773,057 | 0.1% | NEW | — |
| 150 |  $GEV | GE Vernova Inc. | $771,683 | 0.1% | +3% | 81.1 |
New Positions (58)
NEOS ETF TRUST - NEOS S&P 500 HI$1.3M
FIRST TR EXCHANGE TRADED FD - NEW CO CO EA ETF$982,977
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF$981,890
NEOS ETF TRUST - MLP EN IN HI ETF$883,786
ISHARES TR - ISHARES BIOTECH$777,476
NEOS ETF TRUST - NASDAQ 100 HIGH$773,057
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$664,720 ISHARES TR - U.S. MED DVC ETF$628,904
ARK ETF TR - GENOMIC REV ETF$572,184
$SOFI SoFi Technologies, Inc.$570,066
$INTC INTEL CORP$566,479
$OTIS Otis Worldwide Corp$555,258 NORTHERN LTS FD TR III - COUN QUA EQU ETF$532,694
ISHARES TR - ISHARES SEMICDTR$507,060
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$480,222
Exited Positions (13)
$SPG SIMON PROPERTY GROUP INC. T ROWE PRICE ETF INC
$HON HONEYWELL INTERNATIONAL INC
$NOC NORTHROP GRUMMAN CORP /DE/
$TECK TECK RESOURCES LTD
$CRM Salesforce, Inc. SPDR SERIES TRUST
$BP BP PLC
$PALL abrdn Palladium ETF Trust
$GFL GFL Environmental Inc.
$NEM NEWMONT Corp /DE/
$CHD CHURCH & DWIGHT CO INC /DE/
$EQS EQUUS TOTAL RETURN, INC.Browse Top Institutional Investors
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