MSH Capital Advisors LLC

Q4 2025 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
274
Total value ($000)
$468,039
Net value change ($000)
+94,924 (25.4%)
New positions
36
Sold out positions
5
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 36,617 378.6%
TSLA 3,526 304.8%
QGRO 2,521 NEW
ABBV 2,015 101.6%
GOOGL 1,891 74.4%
NVDA 1,870 82.2%
AVGO 1,751 252.7%
VEA 1,547 12.0%
BRK-B 1,510 NEW
AMZN 1,506 56.5%
Top Reduces (Value $000, Stocks/ETFs)
RTO -553 -100.0%
C -477 -100.0%
QUAL -412 -27.4%
BLK -384 -8.1%
SHW -316 -6.5%
PYPL -306 -100.0%
IYW -207 -100.0%
IBIT -198 -40.8%
VOT -192 -5.1%
COIN -170 -30.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type