MSH Capital Advisors LLC
CIK 2056306
13F filing for Q2 2026・No. 3,596
- Holdings
- US$574.99M
- Quarter change
- +US$102.5M
- Entries
- 359
- Net bought (estimate)
- +US$54.18M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 61
- Sold out 14
- Cut 92
- Added 149
- Corporate actions 0
- Unchanged 18
Largest holdings
320 stocks worth US$574.99M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 182,676 | US$52.86M | 9.19% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 262,705 | US$18.72M | 3.26% |
| SPDR SERIES TRUSTST STR SP DIV | Added | 92,839 | US$14.13M | 2.46% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 341,337 | US$11.55M | 2.01% |
| JPMJPMORGAN CHASE & COCOM | Added | 33,369 | US$10.92M | 1.90% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 343,606 | US$10.9M | 1.89% |
| ISHARES TRCORE MSCI EAFE | Added | 100,579 | US$9.71M | 1.69% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 12,902 | US$9.66M | 1.68% |
| VANGUARD WHITEHALL FDSHIGH DIV YLD | Added | 56,357 | US$8.91M | 1.55% |
| MSFTMicrosoftCOM | Added | 23,508 | US$8.77M | 1.53% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.