What is MSH Capital Advisors LLC's portfolio value?

As of Q4 2025, MSH Capital Advisors LLC manages $468.0M across 274 reported positions in their SEC 13F filing.

What are MSH Capital Advisors LLC's top holdings?

MSH Capital Advisors LLC's largest 13F positions include AAPL, VEA, SDY, representing approximately 14.7% of the reported portfolio.

How many stocks does MSH Capital Advisors LLC hold?

MSH Capital Advisors LLC holds 274 reported positions as of their Q4 2025 13F filing.

When did MSH Capital Advisors LLC last file a 13F?

The most recent 13F filing from MSH Capital Advisors LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

MSH Capital Advisors LLC

CIK: 0002056306SEC EDGAR →

Portfolio Value

$468.0M

Holdings

274

As of

Q4 2025

New Positions

274

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPL APPLE INC	170,265	$45.0M	9.62%
2	VEA VANGUARD TAX-MANAGED FDS	231,513	$13.0M	2.78%
3	SDY SPDR SERIES TRUST	83,962	$11.0M	2.35%
4	SCHG SCHWAB STRATEGIC TR	315,675	$10.0M	2.14%
5	MSFT MICROSOFT CORP	19,246	$8.0M	1.71%
6	IVV ISHARES TR	13,059	$8.0M	1.71%
7	JPM JPMORGAN CHASE & CO.	29,000	$8.0M	1.71%
8	SCHD SCHWAB STRATEGIC TR	312,579	$8.0M	1.71%
9	AQLT ISHARES TR	83,177	$7.0M	1.50%
10	BRK/B BERKSHIRE HATHAWAY INC DEL	14,612	$7.0M	1.50%

Quarterly Changes

Top Buys

AAPLNEW

$45.0M

VEANEW

$13.0M

SDYNEW

$11.0M

SCHGNEW

$10.0M

IVVNEW

$8.0M

Top Sells

No sells this quarter

New Positions (274)

$45.0M · 170K shares

$13.0M · 232K shares

$11.0M · 84K shares

$10.0M · 316K shares

$8.0M · 13K shares

$8.0M · 29K shares

$8.0M · 19K shares

$8.0M · 313K shares

$7.0M · 15K shares

$7.0M · 83K shares

$6.0M · 53K shares

$6.0M · 48K shares

$5.0M · 80K shares

$5.0M · 52K shares

$5.0M · 73K shares

$5.0M · 12K shares

$5.0M · 43K shares

$4.0M · 64K shares

$4.0M · 4K shares

$4.0M · 20K shares

$4.0M · 39K shares

$4.0M · 10K shares

$4.0M · 22K shares

$4.0M · 21K shares

$4.0M · 14K shares

$3.0M · 24K shares

$3.0M · 20K shares

$3.0M · 58K shares

$3.0M · 23K shares

$3.0M · 10K shares

$3.0M · 14K shares

$3.0M · 18K shares

$3.0M · 14K shares

$3.0M · 16K shares

$3.0M · 18K shares

$3.0M · 47K shares

$3.0M · 40K shares

$3.0M · 13K shares

$2.0M · 18K shares

$2.0M · 99K shares

$2.0M · 56K shares

$2.0M · 36K shares

$2.0M · 22K shares

$2.0M · 57K shares

$2.0M · 40K shares

$2.0M · 24K shares

$2.0M · 14K shares

$2.0M · 3K shares

$2.0M · 48K shares

$2.0M · 26K shares

$2.0M · 18K shares

$2.0M · 5K shares

$2.0M · 259K shares

$2.0M · 17K shares

$2.0M · 59K shares

$2.0M · 13K shares

$2.0M · 11K shares

$2.0M · 31K shares

$2.0M · 12K shares

$2.0M · 4K shares

$2.0M · 20K shares

$2.0M · 8K shares

$1.0M · 14K shares

$1.0M · 7K shares

$1.0M · 3K shares

$1.0M · 29K shares

$1.0M · 59K shares

$1.0M · 27K shares

$1.0M · 36K shares

$1.0M · 9K shares

$1.0M · 39K shares

$1.0M · 2K shares

$1.0M · 92K shares

$1.0M · 14K shares

$1.0M · 38K shares

$1.0M · 11K shares

$1.0M · 2 shares

$1.0M · 17K shares

$1.0M · 7K shares

$1.0M · 8K shares

$1.0M · 15K shares

$1.0M · 19K shares

$1.0M · 13K shares

$1.0M · 85K shares

$1.0M · 34K shares

$1.0M · 12K shares

$1.0M · 1K shares

$1.0M · 9K shares

$1.0M · 11K shares

$1.0M · 13K shares

$1.0M · 4K shares

GQ9

$1.0M · 3K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	141	$178.0M	54.3%
Technology	21	$64.0M	19.5%
Unknown	16	$23.0M	7.0%
Healthcare	14	$11.0M	3.4%
Consumer Defensive	9	$10.0M	3.0%
Consumer Cyclical	11	$10.0M	3.0%
Industrials	23	$8.0M	2.4%
Energy	13	$6.0M	1.8%
Real Estate	9	$5.0M	1.5%
Utilities	9	$5.0M	1.5%
Basic Materials	2	$4.0M	1.2%
Communication Services	6	$4.0M	1.2%