MSH Capital Advisors LLC
CIK 2056306 · Holdings on Sep 30, 2026 · First reported Nov 3, 2026
Top ten holdings
Q3 2026- AAPL10.02%
- NVDA4.72%
- VEA2.89%
- SDY2.15%
- SCHG2.01%
- MSFT1.85%
- SCHD1.78%
- JPM1.75%
- IEFA1.55%
- IVV1.53%
Share classes counted separately30.25%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +3.63 pp1.09% → 4.72%Shares +100.88K (+322.46%)
- AAPLWeight increased · +0.83 pp9.19% → 10.02%Shares +11.58K (+6.34%)
- MUWeight increased · +0.38 pp0.66% → 1.04%Shares +2.93K (+89.65%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $64.66M | 10.02% | 194.26K shares | 9.19% → 10.02%+0.83 pp +11.58K (+6.34%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $30.44M | 4.72% | 132.16K shares | 1.09% → 4.72%+3.63 pp +100.88K (+322.46%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $18.65M | 2.89% | 264.13K shares | 3.26% → 2.89%-0.37 pp +1.42K (+0.54%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFST STR SP DIV View history and evidence | $13.90M | 2.15% | 94.92K shares | 2.46% → 2.15%-0.31 pp +2.08K (+2.24%) | Added | ↗▾ |
| 05 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $12.99M | 2.01% | 361.45K shares | 2.01% → 2.01%+0.00 pp +20.11K (+5.89%) | Added | ↗▾ |
| 06 | MSFTMICROSOFT CORP View history and evidence | $11.93M | 1.85% | 23.25K shares | 1.53% → 1.85%+0.32 pp -256 (-1.09%) | Reduced | ↗▾ |
| 07 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $11.48M | 1.78% | 352.80K shares | 1.89% → 1.78%-0.11 pp +9.19K (+2.67%) | Added | ↗▾ |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $11.26M | 1.75% | 34.04K shares | 1.90% → 1.75%-0.15 pp +672 (+2.01%) | Added | ↗▾ |
| 09 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $10.00M | 1.55% | 103.19K shares | 1.69% → 1.55%-0.14 pp +2.61K (+2.59%) | Added | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.89M | 1.53% | 12.92K shares | 1.68% → 1.53%-0.15 pp +16 (+0.12%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 26
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -39,937 | -$5.46M | SEC filing ↗ | SEC filing ↗ |
| FTLS FIRST TRUST LONG/SHORT EQTY | Non-derivative | -46,376 | -$3.42M | SEC filing ↗ | SEC filing ↗ |
| CGCB CAP GROUP CORE BOND | Non-derivative | -31,611 | -$827.58K | SEC filing ↗ | SEC filing ↗ |
3 / 26 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2056306 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Nov 3, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 645382020
}Research all 328 reported holdings.
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