§ 13F · FUND PROFILE
MSH Capital Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $373M (13F)Positions · 243Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 171K | $43M | 9.2% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 242K | $15M | 3.3% | +4% |
| 3 | SDY | SPDR SERIES TRUST | 92K | $13M | 2.8% | +9% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 325K | $10M | 2.1% | +4% |
| 5 | SCHG | SCHWAB STRATEGIC TR | 318K | $9M | 2.0% | +1% |
| 6 | IEFA | ISHARES TR | 98K | $9M | 1.9% | +18% |
| 7 | IVV | ISHARES TR | 13K | $9M | 1.8% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 28K | $8M | 1.8% | −2% |
| 9 | MSFT | MICROSOFT CORP | 21K | $8M | 1.6% | +8% |
| 10 | VYM | VANGUARD WHITEHALL FDS | 50K | $7M | 1.6% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MSH SIGNAL
AC read
MSH Capital Advisors LLC is a Other fund managing $373 million in assets. The fund runs a broad portfolio of 243 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed