Institutions / MSH Capital Advisors LLC
MSH Capital Advisors LLC
CIK 2056306 · Institution · as of Dec 31, 2025
Portfolio value
$468.04M
Positions
274
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 274 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $46.29M | 9.9% |
| Vanguard Tax-Managed Fds | $14.46M | 3.1% |
| SPDR Series Trust | $11.68M | 2.5% |
| Schwab Strategic Tr | $10.30M | 2.2% |
| JPMorgan Chase & Co | $9.34M | 2.0% |
| Microsoft Corp | $9.31M | 2.0% |
| iShares Tr | $8.94M | 1.9% |
| Schwab Strategic Tr | $8.57M | 1.8% |
| iShares Tr | $7.44M | 1.6% |
| Warren E. Buffett | $7.34M | 1.6% |
| Vanguard Whitehall Fds | $6.91M | 1.5% |
| iShares Tr | $6.57M | 1.4% |
| Vanguard Index Fds | $5.81M | 1.2% |
| ProShares Tr | $5.38M | 1.1% |
| iShares Tr | $5.27M | 1.1% |
| iShares Tr | $5.13M | 1.1% |
| Coca Cola Co | $5.08M | 1.1% |
| iShares Tr | $4.94M | 1.1% |
| Exxon Mobil Corp | $4.75M | 1.0% |
| Tesla Inc | $4.68M | 1.0% |
| Sherwin Williams Co | $4.58M | 1.0% |
| Alphabet Inc. | $4.43M | 0.9% |
| BlackRock, Inc. | $4.38M | 0.9% |
| Johnson & Johnson | $4.30M | 0.9% |
| iShares Tr | $4.22M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.