Funds › MSH Capital Advisors LLC
MSH Capital Advisors LLC
13F for Q3 2026, filed Nov 3, 2026. 328 positions worth $645.4M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 3, 2026
Reported value
$645.4M
+$70.4M (12.2%) vs Q2 2026
Positions
328
320 in Q2 2026
Top 10 share
30.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 194,258 | $64.7M | 10.0% | +6.3% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 132,163 | $30.4M | 4.7% | +322% | 13F ↗ |
| 3 | Vanguard Tax-Managed Fds | 264,125 | $18.6M | 2.9% | +0.5% | 13F ↗ |
| 4 | Spdr Series Trust St Str Sp Div | 94,923 | $13.9M | 2.2% | +2.2% | 13F ↗ |
| 5 | Schwab Strategic Tr Us Lcap Gr Etf | 361,449 | $13.0M | 2.0% | +5.9% | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 23,252 | $11.9M | 1.8% | -1.1% | 13F ↗ |
| 7 | Schwab Strategic Tr Us Dividend Eq | 352,796 | $11.5M | 1.8% | +2.7% | 13F ↗ |
| 8 | JPM JPMorgan Chase & Co. | 34,041 | $11.3M | 1.7% | +2.0% | 13F ↗ |
| 9 | iShares Tr Core Msci Eafe | 103,188 | $10.0M | 1.5% | +2.6% | 13F ↗ |
| 10 | iShares Tr Core S&P500 Etf | 12,918 | $9.9M | 1.5% | +0.1% | 13F ↗ |
| 11 | Vanguard Whitehall Fds High Div Yld | 58,952 | $9.1M | 1.4% | +4.6% | 13F ↗ |
| 12 | Vanguard Index Fds Mrngstr Grwt Etf | 100,262 | $9.0M | 1.4% | -0.1% | 13F ↗ |
| 13 | iShares Tr S&P 500 Grwt Etf | 56,006 | $8.0M | 1.2% | -1.1% | 13F ↗ |
| 14 | Vanguard Star Fds | 91,557 | $7.8M | 1.2% | +46.1% | 13F ↗ |
| 15 | GOOGL Alphabet Inc. Class A | 21,536 | $7.4M | 1.1% | +7.0% | 13F ↗ |
| 16 | AMZN Amazon.com, Inc. | 29,227 | $7.3M | 1.1% | +20.2% | 13F ↗ |
| 17 | BRK-B Berkshire Hathaway Inc. Class B | 14,447 | $7.2M | 1.1% | +1.9% | 13F ↗ |
| 18 | MU Micron Technology, Inc. | 6,194 | $6.7M | 1.0% | +89.7% | 13F ↗ |
| 19 | XOM ExxonMobil Holdings Corporation | 40,350 | $6.6M | 1.0% | New | 13F ↗ |
| 20 | iShares Tr Core S&P Mcp Etf | 91,155 | $6.6M | 1.0% | +3.4% | 13F ↗ |
| 21 | Vanguard Index Fds S&P 500 Etf Shs | 9,192 | $6.4M | 1.0% | +22.3% | 13F ↗ |
| 22 | KO Coca-Cola Company | 74,074 | $6.4M | 1.0% | +0.4% | 13F ↗ |
| 23 | JNJ Johnson & Johnson | 22,979 | $6.1M | 0.9% | +1.8% | 13F ↗ |
| 24 | Proshares Tr S&P 500 Dv Arist | 111,584 | $6.0M | 0.9% | -3.3% | 13F ↗ |
| 25 | iShares Tr Core S&P Scp Etf | 43,322 | $5.9M | 0.9% | -0.1% | 13F ↗ |
| 26 | iShares Tr Equities | 64,152 | $5.4M | 0.8% | +0.4% | 13F ↗ |
| 27 | TSLA Tesla, Inc. | 14,906 | $5.3M | 0.8% | +28.8% | 13F ↗ |
| 28 | iShares Tr S&P 500 Val Etf | 22,459 | $5.1M | 0.8% | -1.1% | 13F ↗ |
| 29 | AVGO Broadcom Inc. | 14,224 | $4.9M | 0.8% | +90.0% | 13F ↗ |
| 30 | Vanguard Index Fds Mrngstr Val Etf | 22,093 | $4.8M | 0.7% | -1.6% | 13F ↗ |
| 31 | ABBV AbbVie Inc. | 17,914 | $4.7M | 0.7% | +0.6% | 13F ↗ |
| 32 | Spdr Series Trust St Str P500ETF | 51,486 | $4.6M | 0.7% | +3.6% | 13F ↗ |
| 33 | Vanguard Specialized Funds Div App Etf | 19,755 | $4.6M | 0.7% | +15.2% | 13F ↗ |
| 34 | SHW Sherwin-Williams Company | 13,991 | $4.5M | 0.7% | Unchanged | 13F ↗ |
| 35 | BLK BlackRock, Inc. | 4,192 | $4.4M | 0.7% | +1.5% | 13F ↗ |
| 36 | Vanguard Index Fds Mrngstr Md Cp Va | 21,212 | $4.1M | 0.6% | -1.9% | 13F ↗ |
| 37 | AMD Advanced Micro Devices, Inc. | 6,715 | $4.1M | 0.6% | +211% | 13F ↗ |
| 38 | STX Seagate Technology Holdings PLC | 4,310 | $4.0M | 0.6% | -4.2% | 13F ↗ |
| 39 | Vanguard Index Fds Mrngstr Md Cp Gr | 13,201 | $3.9M | 0.6% | -0.2% | 13F ↗ |
| 40 | CRWD CrowdStrike Holdings, Inc. | 14,478 | $3.8M | 0.6% | +717% | 13F ↗ |
| 41 | iShares Tr Rus Mdcp Val Etf | 23,131 | $3.7M | 0.6% | -6.8% | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Sml Cp V | 16,029 | $3.7M | 0.6% | +0.7% | 13F ↗ |
| 43 | V Visa Inc. | 10,153 | $3.6M | 0.6% | +5.5% | 13F ↗ |
| 44 | Select Sector Spdr Tr St Str Care Etf | 21,303 | $3.6M | 0.6% | -17.4% | 13F ↗ |
| 45 | Invesco Qqq Tr | 4,763 | $3.5M | 0.5% | -10.9% | 13F ↗ |
| 46 | iShares Tr Rus Md Cp Gr Etf | 25,232 | $3.5M | 0.5% | +2.0% | 13F ↗ |
| 47 | Vanguard Index Fds Sml Cp Grw Etf | 10,267 | $3.5M | 0.5% | +0.2% | 13F ↗ |
| 48 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 4,469 | $3.4M | 0.5% | -4.2% | 13F ↗ |
| 49 | Vanguard Index Fds Mrngstr Ttl Stk | 8,990 | $3.4M | 0.5% | +8.1% | 13F ↗ |
| 50 | CSCO Cisco Systems, Inc. | 30,025 | $3.2M | 0.5% | +5.4% | 13F ↗ |
Showing the top 50 of 328 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
34 new, 166 added to, 101 trimmed, 26 exited, 27 unchanged. By estimated dollars.
New positions (34)
| XOM ExxonMobil Holdings Corporation | 40,350 | New | $6.6M |
| DELL Dell Technologies Inc. | 2,282 | New | $1.2M |
| USO United States Oil Fund | 7,039 | New | $1.0M |
| BNO United States Brent Oil Fund, LP ETV | 16,271 | New | $977.7K |
| Neos ETF Trust Gold Hig Inc Etf | 15,290 | New | $738.8K |
| Capital Grp Fixed Incm ETF T Short Duration | 26,076 | New | $658.4K |
| ANET Arista Networks, Inc. | 3,198 | New | $651.9K |
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 1,671 | New | $509.0K |
| Capital Grp Fixed Incm ETF T High Yield Bond | 20,113 | New | $490.4K |
| PL Planet Labs PBC | 26,613 | New | $426.2K |
Added to (166)
| NVDA NVIDIA Corporation | 132,163 | +322% | $23.2M |
| AAPL Apple Inc. | 194,258 | +6.3% | $3.9M |
| CRWD CrowdStrike Holdings, Inc. | 14,478 | +717% | $3.4M |
| MU Micron Technology, Inc. | 6,194 | +89.7% | $3.2M |
| AMD Advanced Micro Devices, Inc. | 6,715 | +211% | $2.8M |
| Vanguard Star Fds | 91,557 | +46.1% | $2.5M |
| AVGO Broadcom Inc. | 14,224 | +90.0% | $2.3M |
| SPCX Space Exploration Technologies Corp. | 16,888 | +334% | $2.0M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,700 | +735% | $1.9M |
| MRVL Marvell Technology, Inc. | 7,083 | +503% | $1.6M |
Trimmed (101)
| Select Sector Spdr Tr St Str Care Etf | 21,303 | -17.4% | -$754.0K |
| Neos ETF Trust Neos S&P 500 Hi | 13,575 | -44.6% | -$581.8K |
| UNH UnitedHealth Group Incorporated | 2,467 | -38.3% | -$561.5K |
| iShares Tr Ultra Short Dur | 21,514 | -33.2% | -$539.4K |
| Invesco Qqq Tr | 4,763 | -10.9% | -$429.0K |
| iShares Tr Mbs Etf | 9,645 | -28.4% | -$343.1K |
| MCD McDonald's Corporation | 3,513 | -29.1% | -$333.0K |
| Invesco Exch Traded Fd Tr II S&P 500 Momntm | 1,785 | -54.0% | -$318.1K |
| Neos ETF Trust Nasdaq 100 High | 8,520 | -37.4% | -$282.9K |
| HRB H&R Block, Inc. | 10,700 | -39.1% | -$281.0K |
Exited (26)
| Exxon Mobil Corp | 39,937 | Exited | -$5.5M |
| First Tr Exch Traded Fd III LNG/SHT Equity | 46,376 | Exited | -$3.4M |
| Capital Grp Fixed Incm ETF T Core Bond Etf | 31,611 | Exited | -$827.6K |
| iShares Tr Ishares Biotech | 4,088 | Exited | -$777.5K |
| iShares Tr U.S. Med Dvc Etf | 12,728 | Exited | -$628.9K |
| Ark ETF Tr Genomic Rev Etf | 13,604 | Exited | -$572.2K |
| NKE Nike, Inc. | 12,393 | Exited | -$508.7K |
| Capital Group Core Balanced | 12,912 | Exited | -$490.1K |
| Alps ETF Tr Med Breakthgh | 7,140 | Exited | -$461.6K |
| American Centy ETF Tr Avantis Emgmkt | 3,586 | Exited | -$346.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 328 | $645.4M | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 320 | $575.0M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 273 | $472.5M | Current | SEC ↗ |
| Q4 2025 | Feb 9, 2026 | 13F-HR | 274 | $468.0M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 243 | $373.1M | Current | SEC ↗ |
| Q2 2025 | Jul 24, 2025 | 13F-HR | 242 | $347.1M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 231 | $323.4M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer