MSH Capital Advisors LLC

All 13F Filings

Location
Scottsdale, AZ
Most recent 13F
Q2 2026
Holdings value ($000)
574,987
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
Q2 2026 8/10/2026 320 574,987 13F-HR MSH Capital Advisors LLC
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 287.9 K 50.1% 50.4 K 0 50.4 K
ETFs 286.2 K 49.8% 52.06 K 0 52.06 K
Debt 828 0.1% 41 0 41
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Fund Snapshot

Q2 2026
Latest filed
8/10/2026
Total value ($000)
574,987
Holdings
320
QoQ value change ($000)
102,498 (21.7%)
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.