MSH Capital Advisors LLC 13F Holdings · Q2 2026
MSH Capital Advisors LLC reported 320 securities worth $574.99M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (9.19%), VEA (3.26%), SDY (2.46%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $52.9M | 9.19% | 182,676 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $18.7M | 3.26% | 262,705 | Added |
| 3 | SDY | SPDR SERIES TRUST | $14.1M | 2.46% | 92,839 | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $11.6M | 2.01% | 341,337 | Added |
| 5 | JPM | JPMORGAN CHASE & CO | $10.9M | 1.90% | 33,369 | Added |
| 6 | SCHD | SCHWAB STRATEGIC TR | $10.9M | 1.89% | 343,606 | Added |
| 7 | IEFA | ISHARES TR | $9.7M | 1.69% | 100,579 | Added |
| 8 | IVV | ISHARES TR | $9.7M | 1.68% | 12,902 | Trimmed |
| 9 | VYM | VANGUARD WHITEHALL FDS | $8.9M | 1.55% | 56,357 | Added |
| 10 | MSFT | MICROSOFT CORP | $8.8M | 1.53% | 23,508 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $8.6M | 1.50% | 100,333 | Added |
| 12 | IVW | ISHARES TR | $7.8M | 1.35% | 56,635 | Added |
| 13 | GOOGL | ALPHABET INC | $7.2M | 1.25% | 20,135 | Added |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $7.1M | 1.23% | 14,176 | Added |
| 15 | IJH | ISHARES TR | $6.8M | 1.18% | 88,186 | Added |
| 16 | NOBL | PROSHARES TR | $6.5M | 1.13% | 115,425 | Added |
| 17 | IJR | ISHARES TR | $6.4M | 1.12% | 43,366 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $6.3M | 1.09% | 31,284 | Added |
| 19 | KO | COCA COLA CO | $6.0M | 1.04% | 73,805 | Added |
| 20 | AMZN | AMAZON COM INC | $5.8M | 1.01% | 24,322 | Added |
| 21 | JNJ | JOHNSON & JOHNSON | $5.7M | 1.00% | 22,564 | Added |
| 22 | XOM | EXXON MOBIL CORP | $5.5M | 0.95% | 39,937 | Added |
| 23 | VXUS | VANGUARD STAR FDS | $5.4M | 0.93% | 62,649 | Added |
| 24 | SCZ | ISHARES TR | $5.3M | 0.91% | 63,895 | Trimmed |
| 25 | IVE | ISHARES TR | $5.2M | 0.90% | 22,720 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR