MSH Capital Advisors LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 472,489
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/8/2026 | 273 | 472,489 | 13F-HR | MSH Capital Advisors LLC |
| Q4 2025 | 2/9/2026 | 274 | 468,039 | 13F-HR | MSH Capital Advisors LLC |
| Q3 2025 | 11/6/2025 | 243 | 373,115 | 13F-HR | MSH Capital Advisors LLC |
| Q2 2025 | 7/24/2025 | 242 | 347,086 | 13F-HR | MSH Capital Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 237.5 K | 50.3% | 0 | 127.4 K | -127.4 K |
| ETFs | 234.2 K | 49.6% | 133.4 K | 0 | 133.4 K |
| Debt | 787 | 0.2% | 0 | 7 | -7 |
| Other | 0 | 0.0% | 0 | 1.519 K | -1.519 K |
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Fund Snapshot
Q1 2026
Latest filed
5/8/2026
Total value ($000)
472,489
Holdings
273
QoQ value change ($000)
4,450
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.