MSH Capital Advisors LLC

CIK

2056306

Location

SCOTTSDALE, AZ

Portfolio Value

Small $574,987,351

Diversification

Diversified

Filing Date

Global Rank

#3,523 / 8,794 ▲ 323 · as of Jun 2026

Top Industry

Consumer Electronics 19.2%

Period ended 3 months ago

Filed Aug 11, 2026 · 55d

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

228 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.9%

+3.7 pts

Top 5

38.3%

+6.6 pts

Top 10

48.1%

+6.8 pts

HHI

428

Diversified+138

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	52.1%	$299,657,703	67
Technology	16.1%	$92,772,871	27
Financial Services	8.5%	$48,827,847	31
Healthcare	3.7%	$21,138,574	15
Consumer Cyclical	3.2%	$18,190,787	13
Industrials	3.1%	$18,042,079	23
Consumer Defensive	2.9%	$16,766,973	10
Energy	2.9%	$16,423,310	13
Communication Services	2.6%	$14,904,492	6
Utilities	2.2%	$12,461,637	11
Real Estate	1.9%	$10,648,981	10
Basic Materials	0.9%	$5,152,097	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+88,148	199,633	$37,713,372
—		+61,664	115,425	$6,482,268
FNDA	Schwab Fundamental U.S. Small Company ETF	+50,791	773,142	$24,550,885
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+41,250	754,602	$85,469,524
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+36,061	40,771	$1,501,146
EPD	Enterprise Products Partners L.P.	+24,594	54,057	$1,987,134
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+24,419	26,629	$2,746,309
VEA	Vanguard FTSE Developed Markets ETF	+21,093	262,705	$18,717,731
ET	Energy Transfer LP	+16,974	92,016	$1,759,345
CVY	Invesco Zacks Multi-Asset Income ETF	+15,156	25,543	$2,152,577
ACSG	American Century Small Cap Growth Insights ETF	+13,925	24,439	$2,807,709
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+12,371	83,182	$4,357,354
BAI	iShares A.I. Innovation and Tech Active ETF	+11,999	139,258	$5,636,066
AAPL	Apple Inc.	+11,887	182,676	$52,859,127
BNDW	Vanguard Total World Bond ETF	+11,379	14,004	$1,748,118
NVDA	Nvidia Corp	+11,177	31,284	$6,259,615
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+10,990	81,788	$9,499,725
CGCB	Capital Group Core Bond ETF	+10,612	77,061	$2,022,684
FCAL	First Trust California Municipal High income ETF	+6,840	46,376	$3,422,548
VIGI	Vanguard International Dividend Appreciation ETF	+6,192	56,357	$8,906,096
BCLO	iShares BBB-B CLO Active ETF	+5,879	23,839	$1,229,031
VXUS	Vanguard Total International Stock ETF	+5,561	62,649	$5,355,863
ABBV	AbbVie Inc.	+5,144	17,814	$4,482,714
JPM	Jpmorgan Chase & Co	+4,893	33,369	$10,922,674
NEA	Nuveen AMT-Free Quality Municipal Income Fund	+4,300	28,070	$329,541
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−16,191	32,217	$1,629,535
ACGO	Hartford Alpha Capture Growth ETF	−15,189	16,547	$558,213
CSCO	Cisco Systems, Inc.	−11,847	28,489	$3,346,317
JPC	Nuveen Preferred & Income Opportunities Fund	−11,276	240,963	$1,898,788
MDT	Medtronic plc	−10,535	4,735	$370,419
TACN	T. Rowe Price Active Core International Equity ETF	−7,137	30,243	$1,242,987
DCOR	Dimensional US Core Equity 1 ETF	−5,104	11,424	$482,207
AAAD	PGIM AAA CLO Aggregate Duration ETF	−4,937	46,816	$1,940,991
PFE	Pfizer Inc	−4,242	53,407	$1,286,040
IVZ	Invesco Ltd.	−3,669	3,884	$627,421
DVVY	Invesco Diversified Dividend Opportunities ETF	−3,473	8,116	$380,396
F	Ford Motor Co	−3,309	13,375	$185,912
BMY	Bristol Myers Squibb Co	−2,938	6,236	$359,318
T	At&T Inc.	−2,758	22,776	$471,463
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,562	176,630	$19,366,687
STX	Seagate Technology Holdings plc	−2,209	4,499	$4,341,535
BLDG	Cambria Global Real Estate ETF	−2,139	21,580	$686,690
EMR	Emerson Electric Co	−1,377	8,338	$1,193,584
MU	Micron Technology Inc	−1,291	3,266	$3,769,910
WFC	Wells Fargo & Company/Mn	−1,290	6,904	$570,546
SKT	Tanger Inc.	−1,248	14,300	$564,421
ISD	PGIM High Yield Bond Fund, Inc.	−1,000	17,105	$223,391
NKE	NIKE, Inc.	−774	12,393	$508,732
USA	Liberty All Star Equity Fund	−770	50,190	$291,603
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−661	19,641	$895,236
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	54,193	$2,958,475
AIRR	First Trust RBA American Industrial Renaissance ETF	47,206	$1,667,145
AFGR	First Trust Active Factor Large Cap Growth ETF	35,285	$1,406,324
CAAA	First Trust AAA CMBS ETF	39,643	$979,926
—		4,088	$777,496
ACES	ALPS Clean Energy ETF	10,117	$664,691
SPCX	Space Exploration Technologies Corp	3,890	$664,645
—		13,604	$572,184
SOFI	SoFi Technologies, Inc.	31,794	$570,066
INTC	Intel Corp	4,057	$566,478
OTIS	Otis Worldwide Corp	7,755	$555,258
CPAI	Counterpoint Quantitative Equity ETF	10,252	$532,693
MPLX	Mplx LP	8,392	$472,721
MPC	Marathon Petroleum Corp	1,833	$468,643
SNDK	Sandisk Corp	176	$400,176
BIV	Vanguard Intermediate-Term Bond ETF	4,797	$352,147
MRVL	Marvell Technology, Inc.	1,175	$350,020
CRWD	CrowdStrike Holdings, Inc.	443	$338,071
VRT	Vertiv Holdings Co	1,002	$335,489
ADX	Adams Diversified Equity Fund, Inc.	12,942	$330,668
VST	Vistra Corp.	2,059	$326,619
AMAT	Applied Materials Inc /De	411	$297,153
BHYP	Bitwise Hyperliquid ETF	7,983	$293,614
TSM	Taiwan Semiconductor Manufacturing Co Ltd	563	$268,871
FITB	Fifth Third Bancorp	4,541	$255,976
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
SPG	Simon Property Group Inc.	4,789	$893,292
HON	Honeywell International Inc	1,614	$364,812
NOC	Northrop Grumman Corp /De/	457	$311,783
TECK	Teck Resources Ltd	5,270	$272,722
CRM	Salesforce, Inc.	1,263	$235,764
BP	Bp PLC	4,623	$217,281
PALL	abrdn Palladium ETF Trust	1,565	$210,821
GFL	GFL Environmental Inc.	5,021	$209,476
NEM	NEWMONT Corp /DE/	1,893	$204,917
CHD	Church & Dwight Co Inc /De/	2,182	$203,624
EQS	Equus Total Return, Inc.	21,666	$39,865
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

228 tracked positions · $574,987,351 total · filing declares 359 positions · $574,987,000 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 228 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	754,602	+41,250	$85,469,524	—	14.86%
AAPL	Apple Inc. Technology	Added	182,676	+11,887	$52,859,127	+22.0%	9.19%
VB	Vanguard Morningstar Small-Cap ETF	Added	199,633	+88,148	$37,713,372	+51.0%	6.56%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	773,142	+50,791	$24,550,885	+16.3%	4.27%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	176,630	-2,562	$19,366,687	+6.0%	3.37%
VEA	Vanguard FTSE Developed Markets ETF	Added	262,705	+21,093	$18,717,731	+20.9%	3.26%
JPM	Jpmorgan Chase & Co Financial Services	Added	33,369	+4,893	$10,922,674	+30.4%	1.90%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	81,788	+10,990	$9,499,725	+29.5%	1.65%
VIGI	Vanguard International Dividend Appreciation ETF	Added	56,357	+6,192	$8,906,096	+19.9%	1.55%
GOOGL	Alphabet Inc. Communication Services	Added	24,667	+2,616	$8,796,935	+38.8%	1.53%
MSFT	Microsoft Corp Technology	Added	23,508	+2,802	$8,768,953	+14.4%	1.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,178	+687	$8,591,227	+32.9%	1.49%
		Added	115,425	+61,664	$6,482,268	+127.5%	1.13%
NVDA	Nvidia Corp Technology	Added	31,284	+11,177	$6,259,615	+78.5%	1.09%
KO	Coca Cola Co Consumer Defensive	Added	73,805	+296	$5,998,132	+7.3%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,322	+3,646	$5,796,905	+34.6%	1.01%
JNJ	Johnson & Johnson Healthcare	Added	22,564	+1,489	$5,730,578	+11.2%	1.00%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	139,258	+11,999	$5,636,066	+27.3%	0.98%
XOM	ExxonMobil Holdings Corp Energy	Added	39,937	+95	$5,460,186	−19.2%	0.95%
VXUS	Vanguard Total International Stock ETF	Added	62,649	+5,561	$5,355,863	+21.7%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,570	+288	$4,866,342	+16.0%	0.85%
SHW	Sherwin Williams Co Basic Materials	Reduced	13,991	-207	$4,817,381	+5.8%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	17,814	+5,144	$4,482,714	+62.7%	0.78%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	83,182	+12,371	$4,357,354	+17.5%	0.76%
STX	Seagate Technology Holdings plc Technology	Reduced	4,499	-2,209	$4,341,535	+65.2%	0.76%
VIG	Vanguard Dividend Appreciation ETF	Added	17,147	+3,440	$4,057,323	+37.6%	0.71%
BLK	BlackRock, Inc. Financial Services	Reduced	4,131	-17	$3,972,204	−0.4%	0.69%
QQQ	Invesco Qqq Trust, Series 1	Added	5,343	+1,019	$3,934,585	+57.7%	0.68%
MU	Micron Technology Inc Technology	Reduced	3,266	-1,291	$3,769,910	+144.9%	0.66%
O	Realty Income Corp Real Estate	Added	59,864	+681	$3,709,173	+2.4%	0.65%
		Added	24,737	+785	$3,621,744	+18.0%	0.63%
SPY	Spdr S&P 500 ETF Trust	Added	4,667	+1,630	$3,485,175	+76.5%	0.61%
CAT	Caterpillar Inc Industrials	Reduced	3,219	-155	$3,427,913	+43.4%	0.60%
FCAL	First Trust California Municipal High income ETF	Added	46,376	+6,840	$3,422,548	+23.0%	0.60%
CSCO	Cisco Systems, Inc. Technology	Reduced	28,489	-11,847	$3,346,317	+6.9%	0.58%
V	Visa Inc. Financial Services	Added	9,625	+1,006	$3,302,240	+26.8%	0.57%
AFK	VanEck Africa Index ETF	Reduced	119,520	-271	$3,293,696	−6.9%	0.57%
PAYX	Paychex Inc Technology	Added	31,104	+2,717	$3,058,456	+17.0%	0.53%
GDV	Gabelli Dividend & Income Trust Financial Services	Added	100,946	+375	$2,967,812	+9.6%	0.52%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	NEW	54,193	NEW	$2,958,475	NEW	0.51%
AVGO	Broadcom Inc. Technology	Added	7,486	+2,176	$2,827,836	+72.1%	0.49%
VZ	Verizon Communications Inc Communication Services	Reduced	66,578	-315	$2,818,912	−16.1%	0.49%
ACSG	American Century Small Cap Growth Insights ETF	Added	24,439	+13,925	$2,807,709	+182.3%	0.49%
WMT	Walmart Inc. Consumer Defensive	Added	24,343	+2,159	$2,757,087	+0.0%	0.48%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	26,629	+24,419	$2,746,309	+778.5%	0.48%
RTX	RTX Corp Industrials	Added	14,383	+2,083	$2,728,886	+15.0%	0.47%
AWK	American Water Works Company, Inc. Utilities	Added	20,238	+59	$2,662,916	−3.0%	0.46%
CME	Cme Group Inc. Financial Services	Added	10,887	+104	$2,404,176	−24.5%	0.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,552	+502	$2,387,319	+16.9%	0.42%
AMT	American Tower Corp /Ma/ Real Estate	Added	14,297	+169	$2,338,560	−4.1%	0.41%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.