§ 13F · FUND PROFILE
MSH Capital Advisors LLC.
AUM · $575M (13F)Positions · 359Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 172K | $50M | 8.7% | +7% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 244K | $17M | 3.0% | +9% |
| 3 | SDY | SPDR SERIES TRUST | 93K | $14M | 2.5% | +1% |
| 4 | SCHG | SCHWAB STRATEGIC TR | 341K | $12M | 2.0% | +7% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 344K | $11M | 1.9% | +6% |
| 6 | JPM | JPMORGAN CHASE & CO | 32K | $11M | 1.8% | +17% |
| 7 | IEFA | ISHARES TR | 101K | $10M | 1.7% | +3% |
| 8 | IVV | ISHARES TR | 13K | $10M | 1.7% | −1% |
| 9 | VUG | VANGUARD INDEX FDS | 100K | $9M | 1.5% | +589% |
| 10 | VYM | VANGUARD WHITEHALL FDS | 54K | $9M | 1.5% | +12% |
§ 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 $575 million in assets. The fund runs a broad portfolio of 359 positions.
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