MSH Capital Advisors LLC
CIK: 0002056306Latest portfolio: $468.0M · Q4 2025
Holdings
274
Total Value
$468.0M
New Positions
270
Closed Positions
0
Top Holdings
View All 274 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 170,265 | $45.0M | 9.62% | NEW | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 231,513 | $13.0M | 2.78% | NEW | |
| 3 | SDYSPDR SERIES TRUST | 83,962 | $11.0M | 2.35% | NEW | |
| 4 | SCHGSCHWAB STRATEGIC TR | 315,675 | $10.0M | 2.14% | NEW | |
| 5 | IVVISHARES TR | 13,059 | $8.0M | 1.71% | NEW | |
| 6 | MSFTMICROSOFT CORP | 19,246 | $8.0M | 1.71% | NEW | |
| 7 | JPMJPMORGAN CHASE & CO. | 29,000 | $8.0M | 1.71% | NEW | |
| 8 | SCHDSCHWAB STRATEGIC TR | 312,579 | $8.0M | 1.71% | NEW | |
| 9 | AQLTISHARES TR | 83,177 | $7.0M | 1.50% | NEW | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 14,612 | $7.0M | 1.50% | NEW | |
| 11 | VYMVANGUARD WHITEHALL FDS | 48,133 | $6.0M | 1.28% | NEW | |
| 12 | IVWISHARES TR | 53,263 | $6.0M | 1.28% | NEW | |
| 13 | KOCOCA COLA CO | 72,629 | $5.0M | 1.07% | NEW | |
| 14 | NOBLPROSHARES TR | 51,710 | $5.0M | 1.07% | NEW | |
| 15 | IJRISHARES TR | 42,723 | $5.0M | 1.07% | NEW | |
| 16 | IJHISHARES TR | 79,882 | $5.0M | 1.07% | NEW | |
| 17 | VUGVANGUARD INDEX FDS | 11,912 | $5.0M | 1.07% | NEW | |
| 18 | SCZISHARES TR | 63,735 | $4.0M | 0.85% | NEW | |
| 19 | JNJJOHNSON & JOHNSON | 20,757 | $4.0M | 0.85% | NEW | |
| 20 | BLKBLACKROCK INC | 4,097 | $4.0M | 0.85% | NEW | |
| 21 | IVEISHARES TR | 19,899 | $4.0M | 0.85% | NEW | |
| 22 | SHWSHERWIN WILLIAMS CO | 14,126 | $4.0M | 0.85% | NEW | |
| 23 | TSLATESLA INC | 10,413 | $4.0M | 0.85% | NEW | |
| 24 | NVDANVIDIA CORPORATION | 22,224 | $4.0M | 0.85% | NEW | |
| 25 | XOMEXXON MOBIL CORP | 39,455 | $4.0M | 0.85% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.5000800040003e+36T)
Unknown0.0% ($7.000700020002e+30T)
Industrials0.0% ($2.0002000200010002e+28T)
Healthcare0.0% ($4.0003000100010005e+22T)
Consumer Cyclical0.0% ($40003000100010000.0T)
Consumer Defensive0.0% ($500020001000100.0T)
Energy0.0% ($4000100010000.0T)
Utilities0.0% ($200010001000.1T)
Real Estate0.0% ($300020.0T)
Communication Services0.0% ($300.0T)
Basic Materials0.0% ($40.0M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 9, 2026 | $468.0M | 297 |
| Q3 2025 | Nov 6, 2025 | $373.1B | 0 |
| Q2 2025 | Jul 24, 2025 | $347.1B | 242 |
| Q1 2025 | May 13, 2025 | $323.4B | 231 |
| Q4 2024 | Feb 14, 2025 | $234.1B | 199 |
| Q4 2024 | Feb 14, 2025 | $272.9B | 213 |
| Q4 2024 | Feb 14, 2025 | $254.9B | 215 |
| Q4 2024 | Feb 14, 2025 | $267.7B | 213 |
| Q4 2024 | Feb 14, 2025 | $284.6B | 214 |
| Q4 2024 | Feb 14, 2025 | $299.3B | 222 |
| Q4 2024 | Feb 14, 2025 | $327.0B | 227 |
| Q4 2024 | Feb 14, 2025 | $203.0B | 189 |
| Q4 2024 | Feb 14, 2025 | $221.3B | 194 |
| Q4 2024 | Feb 13, 2025 | $215.2B | 191 |
| Q4 2024 | Feb 13, 2025 | $317.6B | 226 |
| Q4 2024 | Feb 13, 2025 | $242.3B | 198 |
| Q4 2024 | Feb 13, 2025 | $223.3B | 179 |
Fund Information
MSH Capital Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $468.0M across 274 holdings. The largest position is APPLE INC (AAPL), representing 9.6% of the portfolio. Compared to the previous quarter, the fund opened 274 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.