MSH Capital Advisors LLC

Q3 2026 13F-HR Holdings

Location
Scottsdale, AZ
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
328
Total value ($000)
$645,382
Net value change ($000)
+70,395 (12.2%)
New positions
33
Sold out positions
25
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 24,184 386.3%
AAPL 11,802 22.3%
EXXONMOBIL HOLDINGS CORP 6,567 NEW
CRWD 3,510 1038.5%
MSFT 3,157 36.0%
MU 2,923 77.5%
AMD 2,873 229.5%
VXUS 2,423 45.2%
AVGO 2,122 75.0%
TSM 1,886 701.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -5,460 -100.0%
FTLS -3,423 -100.0%
CAT -859 -25.1%
IBB -777 -100.0%
UNH -756 -45.5%
IHI -629 -100.0%
SPYI -580 -44.5%
ARKG -572 -100.0%
ICSH -546 -33.5%
IJR -538 -8.4%
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