13F Insight
DOSSIER · 13F-HR · Q1 2026

MSH Capital Advisors LLC

$472M in tracked AUM across 273 positions as of Q1 2026.

MC
CIK 0002056306 · last filed Mar 31, 2026
Total AUM
$472M
as of Q1 2026
Holdings
273
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MSH Capital Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$43M171K9.2%02
VEA
VANGUARD TAX-MANAGED FDS
$15M242K3.3%03
SDY
SPDR SERIES TRUST
$13M92K2.8%04
SCHD
SCHWAB STRATEGIC TR
$10M325K2.1%05
SCHG
SCHWAB STRATEGIC TR
$9M318K2.0%06
IEFA
ISHARES TR
$9M98K1.9%07
IVV
ISHARES TR
$9M13K1.8%08
JPM
JPMORGAN CHASE & CO
$8M28K1.8%09
MSFT
MICROSOFT CORP
$8M21K1.6%10
VYM
VANGUARD WHITEHALL FDS
$7M50K1.6%

Filing history

2026Q1Mar 31
$472M▲ 1.0%
273 positionsView →2025Q4Dec 31
$468M▲ 206.7%
297 positionsView →2025Q3Sep 30
$153M▲ 8.7%
124 positionsView →2025Q2Jun 30
$140M▲ 6.4%
122 positionsLocked2025Q1Mar 31
$132M▼ 58.5%
113 positionsLocked2024Q4Dec 31
$318M▼ 2.9%
226 positionsLocked2024Q3Sep 30
$327M▲ 9.3%
227 positionsLocked2024Q2Jun 30
$299M▲ 5.1%
222 positionsLocked2024Q1Mar 31
$285M▲ 6.3%
214 positionsLocked2023Q4Dec 31
$268M▲ 5.0%
213 positionsLocked2023Q3Sep 30
$255M▼ 6.6%
215 positionsLocked2023Q2Jun 30
$273M▲ 16.6%
213 positionsLocked
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