account_balance

Investment manager · 13F filer · SEC CIK 2056306

MSH Capital Advisors LLC

Reported value$645Mas of Sep 30, 2026
Positions328 33 new, 25 sold out
Top 10 weight30.2%AAPL alone is 10%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AAPL Apple Inc. 10.0% Added +6%NVDA NVIDIA Corp 4.7% Added +322%
VEA Vanguard Tax-Managed FDS 2.9% Held
SDY SPDR Series Trust 2.2% Added +2%
SCHG Schwab Strategic Tr 2.0% Added +6%
MSFT Microsoft Corp 1.8% Held
SCHD Schwab Strategic Tr 1.8% Added +3%
JPM JPMorgan Chase & Co 1.7% Added +2%
IEFA iShares Tr 1.5% Added +3%
IVV iShares Tr 1.5% Held
VYM Vanguard Whitehall FDS 1.4% Added +5%
VUG Vanguard Index FDS 1.4% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • XLV −17%
  • COST −12%
  • QQQ −11%
  • LLY −8%
remove_circleSold out
  • FTLS $3.42M
  • CGCB $828K
  • IBB $777K
  • IHI $629K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist