MSH Capital Advisors LLC
CIK 0002056306 · SCOTTSDALE, AZ · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$575.0M
2026 Q2
Positions
320
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
27.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
9.2%
VEA
VANGUARD TAX-MANAGED FDS
3.3%
SDY
SPDR SERIES TRUST
2.5%
SCHG
SCHWAB STRATEGIC TR
2.0%
JPM
JPMORGAN CHASE & CO
1.9%
SCHD
SCHWAB STRATEGIC TR
1.9%
IEFA
ISHARES TR
1.7%
IVV
ISHARES TR
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.