§ 13F · FUND PROFILE
MSH Capital Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $347.1T (13F)Positions · 242Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$17.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 163K | $44.4T | 9.5% | +330% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 221K | $13.8T | 3.0% | +3% |
| 3 | SDY | SPDR SERIES TRUST | 84K | $11.7T | 2.5% | +4% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 316K | $10.3T | 2.2% | +3% |
| 5 | JPM | JPMORGAN CHASE & CO. | 28K | $9.0T | 1.9% | +7% |
| 6 | IVV | ISHARES TR | 13K | $8.9T | 1.9% | +1% |
| 7 | MSFT | MICROSOFT CORP | 18K | $8.6T | 1.8% | +13% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 313K | $8.6T | 1.8% | +5% |
| 9 | IEFA | ISHARES TR | 83K | $7.4T | 1.6% | +1% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 14K | $7.1T | 1.5% | +7% |
§ 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 $347086.1 trillion in assets. The fund runs a broad portfolio of 242 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed