MSH Capital Advisors LLC

Q2 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
320
Total value ($000)
$574,987
Net value change ($000)
+102,498 (21.7%)
New positions
61
Sold out positions
14
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,515 22.0%
VEA 3,235 20.9%
NVDA 2,753 78.5%
JPM 2,546 30.4%
SCHG 2,296 24.8%
VUG 2,282 35.9%
VOO 2,274 78.8%
MU 2,231 145.0%
GOOGL 2,169 43.2%
IVW 1,896 32.2%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,300 -19.2%
MDT -953 -72.0%
SPG -893 -100.0%
ICSH -820 -33.5%
CME -781 -24.5%
QQQM -768 -100.0%
VZ -539 -16.1%
HTRB -513 -47.9%
EFV -469 -46.5%
QUAL -420 -48.2%
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