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MSH Capital Advisors LLC

Updated 2 days ago

Managed by Msh Capital Advisors Llc • Latest filing Q3 2026

Portfolio value
$645.4M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$373.1M
Q4 2025$468M
Q1 2026$472.5M
Q2 2026$575M
Q3 2026$645.4M

Top holdings

369 positions as of Q3 2026

View filing
A

APPLE INC

Value
$61.1M
Shares
183.5K
% Port
9.46%
N

NVIDIA CORPORATION

Value
$28.7M
Shares
124.4K
% Port
4.44%
V

VANGUARD TAX-MANAGED FDS

Value
$17.3M
Shares
245.3K
% Port
2.68%
S

SPDR SERIES TRUST

Value
$13.9M
Shares
94.9K
% Port
2.15%
S

SCHWAB STRATEGIC TR

Value
$13M
Shares
361.4K
% Port
2.01%
S

SCHWAB STRATEGIC TR

Value
$11.5M
Shares
352.8K
% Port
1.78%
M

MICROSOFT CORP

Value
$11M
Shares
21.5K
% Port
1.71%
J

JPMORGAN CHASE & CO

Value
$10.9M
Shares
33.1K
% Port
1.70%
E

ISHARES TR

Value
$10M
Shares
103.2K
% Port
1.55%
E

ISHARES TR

Value
$9.9M
Shares
12.9K
% Port
1.53%
V

VANGUARD INDEX FDS

Value
$9M
Shares
100.3K
% Port
1.40%
V

VANGUARD WHITEHALL FDS

Value
$8.8M
Shares
56.8K
% Port
1.37%
E

ISHARES TR

Value
$8M
Shares
56.0K
% Port
1.23%
V

VANGUARD STAR FDS

Value
$7.8M
Shares
91.6K
% Port
1.21%
B

BERKSHIRE HATHAWAY INC DEL

Value
$7M
Shares
14.0K
% Port
1.08%
G

ALPHABET INC

Value
$6.7M
Shares
19.5K
% Port
1.04%
X

EXXONMOBIL HOLDINGS CORP

Value
$6.6M
Shares
40.4K
% Port
1.02%
A

AMAZON COM INC

Value
$6.5M
Shares
26.2K
% Port
1.01%
K

COCA COLA CO

Value
$6.4M
Shares
74.1K
% Port
0.99%
M

MICRON TECHNOLOGY INC

Value
$6.3M
Shares
5.9K
% Port
0.98%

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MSH Capital Advisors LLC (Msh Capital Advisors Llc) Portfolio & 13F Holdings | Track13F