MSH Capital Advisors
MSH Capital Advisors reported 320 stocks worth $575M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (9.2%), VEA (3.3%) and SDY (2.5%). Compared with Q1 2026, the fund opened new positions in BRK.A and SPHQ, added to AAPL, VEA and SDY, trimmed IVV, IJR and SCZ and sold out of SPG, QQQM and TMSL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $52.9M | 9.2% | 183K | +12K (+7%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $18.7M | 3.3% | 263K | +21K (+9%) | 8 of 8 | |
| 3 |  SDY State Street Spdr S&P Div ETF | $14.1M | 2.5% | 93K | +1,147 (+1%) | 8 of 8 | |
| 4 |  SCHG Schwab Strategic TR | $11.6M | 2.0% | 341K | +24K (+7%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $10.9M | 1.9% | 33K | +4,893 (+17%) | 8 of 8 | |
| 6 |  SCHD Schwab US Dividend Equity ETF | $10.9M | 1.9% | 344K | +19K (+6%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $9.7M | 1.7% | 101K | +2,751 (+3%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $9.7M | 1.7% | 13K | −133 (−1%) | 8 of 8 | |
| 9 |  VYM Vanguard Whitehall Fds | $8.9M | 1.6% | 56K | +6,192 (+12%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $8.8M | 1.5% | 24K | +2,802 (+14%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SPG Simon Ppty Group Inc New | $893K | 4,789 |
 QQQM Invesco Nasdaq | $768K | 3,231 |
 TMSL T Rowe Price ETF Inc | $392K | 11K |
HONEYWELL INTL INC | $365K | 1,614 |
 NOC Northrop Grumman Corp | $312K | 457 |
🔒 Free account: see all 14.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MSH Capital Advisors 13F FAQ
What does MSH Capital Advisors own?
MSH Capital Advisors reported 320 stocks worth $575M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are AAPL (9.2%), VEA (3.3%) and SDY (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did MSH Capital Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 61 new positions, 150 added to, 89 trimmed and 14 sold out. New positions include BRK.A and SPHQ. It sold all of SPG, QQQM and TMSL.
When will MSH Capital Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is MSH Capital Advisors's portfolio worth?
The Q2 2026 filing reports $575M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.