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CIK: 0002056306
Total reported value
$575.0M
$575.0M
273 檔
15.9%
As reported in its official Q1 2026 Form 13F filing, MSH Capital Advisors LLC's tracked investment portfolio stood at $575.0M with 273 total positions.
In Q1 2026, MSH Capital Advisors LLC displayed an active expansion posture, initiating 20 new positions and adding to 93 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.17% | +0.02% | +0.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.28% | -0.02% | +4.36% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 2.83% | -0.37% | +9.21% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.11% | -0.21% | +4.00% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.05% | +0.65% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.87% | -0.18% | +17.61% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.80% | -0.12% | -0.18% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.13% | -1.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | -0.09% | +7.59% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.57% | -0.02% | +4.22% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.43% | -0.48% | +0.98% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.14% | -7.67% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 1.35% | +0.15% | +22.26% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.25% | +0.10% | -2.19% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.21% | -0.08% | +3.97% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.19% | -0.01% | +4.01% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | -0.14% | +1.21% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.15% | -0.03% | +2.53% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.09% | +1.53% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.07% | -0.16% | +0.70% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.19% | +23.46% | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.96% | -0.12% | +0.51% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | — | — | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.93% | -0.08% | +36.66% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | -0.02% | +3.34% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.10% | +14.38% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.89% | -0.04% | +8.35% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.86% | -0.12% | +7.91% | |
| 29 | BLK | Blackrock Inc | Stock-Financials | 0.84% | -0.15% | +1.24% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | -0.04% | +4.05% | |
| 31 | O | Realty Income CORP | Stock-Real Estate | 0.77% | -0.12% | +1.92% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.75% | -0.04% | +2.04% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.75% | -0.08% | +13.50% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.35% | -9.53% | |
| 35 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.73% | -0.03% | +3.76% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.22% | +13.95% | |
| 37 | CME | Cme Group Inc | Stock-Financials | 0.67% | -0.25% | +1.00% | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.67% | -0.02% | +1.45% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | -0.08% | +1.26% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.65% | -0.02% | +2.87% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | +0.09% | +2.80% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.29% | -10.62% | |
| 43 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.59% | +0.01% | +11.12% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.59% | -0.02% | -0.72% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.10% | +1.85% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.20% | -27.61% | |
| 47 | AWK | American Water Works Co Inc | Stock-Utilities | 0.58% | -0.12% | +0.50% | |
| 48 | XGDVX | Gabelli Dividend & Income Tr | Stock-Other | 0.57% | -0.05% | +1.10% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.57% | +0.14% | +0.20% | |
| 50 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.56% | +0.02% | +0.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +0.98% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +243.13% | Add |
| 3 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +9.21% | Add |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +17.61% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +4.00% | Add |
| 6 | VTV | Vanguard Value ETF | +0.3% | +36.66% | Add |
| 7 | VZ | Verizon Communications Inc | +0.2% | +13.95% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.36% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +1.53% | Add |
| 10 | STX | Seagate Technology Holdings plc | +0.1% | -7.41% | Trim |
| 11 | XLE | Ss Energy Select Sector | +0.1% | +0.02% | Add |
| 12 | CVX | Chevron CORP | +0.1% | +3.18% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +23.46% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.1% | +22.26% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +84.32% | Add |
| 16 | KO | Coca-cola Co/the | +0.1% | +1.21% | Add |
| 17 | VBR | Vanguard Small-cap Value ETF | +0.1% | +13.50% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +0.51% | Add |
| 19 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +4.22% | Add |
| 20 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +7.91% | Add |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | +20.32% | Add |
| 22 | COST | Costco Wholesale CORP | +0.1% | +7.84% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +61.04% | Add |
| 24 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +87.18% | Add |
| 25 | O | Realty Income CORP | +0.1% | +1.92% | Add |
| 26 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +30.67% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +127.64% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.01% | Add |
| 29 | WMT | Walmart Inc | +0.1% | +1.85% | Add |
| 30 | NOBL | Proshares S&p 500 Dividend A | +0.1% | +3.97% | Add |
| 31 | PEP | Pepsico Inc | +0.1% | +12.90% | Add |
| 32 | SHEL | Shell Plc-adr | +0.1% | +9.34% | Add |
| 33 | MU | Micron Technology Inc | +0.1% | +3.92% | Add |
| 34 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.53% | Add |
| 35 | CME | Cme Group Inc | +0.1% | +1.00% | Add |
| 36 | FTLS | First Trust Long/short Eqty | +0.1% | +11.12% | Add |
| 37 | MRK | Merck & Co. Inc. | +0.1% | +7.82% | Add |
| 38 | COP | Conocophillips | +0.1% | +1.20% | Add |
| 39 | CGDV | Cap Group Dividend Value | +0.1% | +17.18% | Add |
| 40 | DUK | Duke Energy CORP | 0% | +0.85% | Add |
| 41 | SO | Southern Co/the | 0% | +0.33% | Add |
| 42 | NEE | Nextera Energy Inc | 0% | +3.90% | Add |
| 43 | PSX | Phillips 66 | 0% | -2.07% | Trim |
| 44 | IWS | Ishares Russell Mid-cap Valu | 0% | +2.04% | Add |
| 45 | RTX | Rtx CORP | 0% | +2.88% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | 0% | +31.86% | Add |
| 47 | LHX | L3harris Technologies Inc | 0% | +35.91% | Add |
| 48 | DVY | Ishares Select Dividend ETF | 0% | +0.99% | Add |
| 49 | GEV | GE Vernova Inc | 0% | +4.26% | Add |
| 50 | JEPI | Jpmorgan Equity Premium Inco | 0% | +32.65% | Add |
According to official SEC Form 13F filings, MSH Capital Advisors LLC reported a total U.S. public equity portfolio value of $575.0M across 273 disclosed positions in Q1 2026.
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 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
VXUS
市值: $4.4M
Top Position Liquidated / Trimmed
BRK-A
前期市值: $1.5M
During Q1 2026, MSH Capital Advisors LLC's top holdings by market value included AAPL (9.2%)、VEA (3.3%)、SDY (2.8%). The largest single position, AAPL, represented 9.2% of total portfolio value.
In Q1 2026, MSH Capital Advisors LLC made 197 total portfolio adjustments, initiating 20 new buys, adding to 93 positions, trimming 64 holdings, and fully liquidating 20 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.
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