StockDriftsStockDriftsTop 50 MSH Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.19% | 182.7K | $52.9M | +6.96%(+11.89K) | $243.26(+25.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.26% | 262.7K | $18.7M | +8.73%(+21.09K) | $54.10(+36.81%) | 2026-06-30 | |
| SDY | SPDR SERIES TRUST | 2.46% | 92.8K | $14.1M | +1.25%(+1.15K) | $129.02(+21.93%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.01% | 341.3K | $11.6M | +7.44%(+23.62K) | $23.09(+54.26%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.9% | 33.4K | $10.9M | +17.18%(+4.89K) | $187.31(+94.72%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.89% | 343.6K | $10.9M | +5.70%(+18.52K) | $26.40(+30.17%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.69% | 100.6K | $9.7M | +2.81%(+2.75K) | $77.91(+30.04%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.68% | 12.9K | $9.7M | -1.02%(-133) | $441.71(+76.34%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 1.55% | 56.4K | $8.9M | +12.34%(+6.19K) | $121.60(+36.74%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.53% | 23.5K | $8.8M | +13.53%(+2.80K) | $351.22(+38.39%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.07% | +52.36% | — | — | +36.44% |
| Top 20 Holdings Unweighted | +15.36% | +53.53% | — | — | +37.36% |
MSH Capital Advisors LLC reports $574.99M in US-listed equity holdings across 320 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.2%), VEA (3.3%) and SDY (2.5%). The top 20 holdings account for 39.06% of reported assets. Its disclosed equity book has returned +52.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MSH Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056306). View MSH Capital Advisors LLC’s 13F filings on SEC