13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056306
Total reported value
$575.0M
$575.0M
274 檔
16.0%
According to the latest 13F quarterly dataset, MSH Capital Advisors LLC managed an equity portfolio of $575.0M at the end of Q4 2025, spanning 274 distinct U.S. exchange-listed positions.
In Q4 2025, MSH Capital Advisors LLC displayed an active expansion posture, initiating 12 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.89% | +0.02% | +348.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.09% | -0.02% | +7.40% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.50% | -0.37% | +3.52% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.20% | +0.05% | +2.80% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | +0.13% | +11.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.09% | +22.11% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | -0.12% | +0.72% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.83% | -0.21% | +4.50% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.18% | +0.86% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.14% | +10.29% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.48% | -0.02% | +6.96% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.40% | +0.10% | +1.31% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.24% | +0.15% | -0.88% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.15% | -0.08% | +4.05% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.13% | -0.01% | +3.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.10% | -0.03% | +1.87% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.08% | -0.14% | +20.18% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.06% | -0.16% | +0.40% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.48% | +11.43% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | -0.04% | +300.35% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | -0.12% | -0.04% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.19% | +35.49% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 0.94% | -0.15% | +0.17% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.09% | +32.56% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.02% | +8.85% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | +0.10% | +48.86% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.35% | +82.30% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.20% | +104.26% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.04% | +10.16% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | -0.12% | — | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.77% | -0.03% | -0.09% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.29% | +48.68% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.72% | -0.04% | — | |
| 34 | O | Realty Income CORP | Stock-Real Estate | 0.70% | -0.12% | +8.05% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.68% | -0.02% | -0.13% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | -0.02% | -0.06% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.67% | -0.08% | -0.84% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | -0.08% | +1.28% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.65% | -0.08% | -0.03% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.63% | +0.09% | +5.83% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.62% | -0.25% | +0.29% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.61% | -0.02% | +39.87% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.61% | +0.14% | -0.28% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.02% | +32.37% | |
| 45 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.59% | -0.05% | +0.27% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.57% | -0.02% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.15% | +0.95% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.56% | -0.12% | +9.00% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.55% | +0.02% | — | |
| 50 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.54% | +0.01% | -3.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +7.3% | +348.28% | Add |
| 2 | TSLA | Tesla Inc | +0.7% | +300.35% | Add |
| 3 | AVGO | Broadcom Inc | +0.3% | +236.24% | Add |
| 4 | ABBV | Abbvie Inc | +0.3% | +104.26% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | +82.30% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +35.49% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +48.86% | Add |
| 8 | RTX | Rtx CORP | +0.2% | +76.32% | Add |
| 9 | EPD | Enterprise Products Partners | +0.2% | +126.16% | Add |
| 10 | JNJ | Johnson & Johnson | +0.1% | +32.56% | Add |
| 11 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +189.65% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +48.68% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +88.86% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +35.14% | Add |
| 15 | CGDV | Cap Group Dividend Value | +0.1% | +66.15% | Add |
| 16 | WMT | Walmart Inc | +0.1% | +38.01% | Add |
| 17 | PTRB | Pgim Total Return Bond ETF | +0.1% | +48.65% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | -4.38% | Trim |
| 19 | BX | Blackstone Inc | +0.1% | +76.09% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +68.31% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +65.89% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | +32.37% | Add |
| 23 | ET | Energy Transfer LP | 0% | +50.69% | Add |
| 24 | KO | Coca-cola Co/the | 0% | +20.18% | Add |
| 25 | PAYX | Paychex Inc | 0% | +39.87% | Add |
| 26 | XOM | Exxon Mobil CORP | -0.1% | +11.43% | Add |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +10.16% | Add |
| 28 | IVE | Ishares S&p 500 Value ETF | -0.1% | +8.85% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | -0.2% | -28.94% | Trim |
| 30 | JPM | Jpmorgan Chase & Co | -0.2% | +11.87% | Add |
| 31 | MSFT | Microsoft CORP | -0.2% | +22.11% | Add |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +10.29% | Add |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.2% | +6.96% | Add |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.4% | +4.50% | Add |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.4% | +7.40% | Add |
| 36 | SCHG | Schwab US Large-cap Growth | -0.4% | +2.80% | Add |
| 37 | QGRO | American Century US Quality | — | NEW | New buy |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 40 | VONG | Vanguard Russell 1000 Growth | — | NEW | New buy |
| 41 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 42 | FLIN | Franklin Ftse India ETF | — | NEW | New buy |
| 43 | JEPQ | JPM Nasdaq Equity Premium | — | NEW | New buy |
| 44 | TLH | Ishares 10-20 Year Treasury | — | NEW | New buy |
| 45 | RTO | Rentokil Initial Plc-sp Adr | — | EXIT | Sold out |
| 46 | JEPI | Jpmorgan Equity Premium Inco | — | NEW | New buy |
| 47 | C | Citigroup Inc | — | EXIT | Sold out |
| 48 | UAL | United Airlines Holdings Inc | — | NEW | New buy |
| 49 | CRM | Salesforce Inc | — | NEW | New buy |
| 50 | MPLX | Mplx LP | — | NEW | New buy |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 274 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VEA, SDY) accounted for 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
QGRO
市值: $2.5M
Top Position Liquidated / Trimmed
RTO
前期市值: $553.3K
During Q4 2025, MSH Capital Advisors LLC's top holdings by market value included AAPL (9.9%)、VEA (3.1%)、SDY (2.5%). The largest single position, AAPL, represented 9.9% of total portfolio value.
In Q4 2025, MSH Capital Advisors LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 34 positions, trimming 2 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.