MSH Capital Advisors LLC holds a diversified book of 320 stocks worth $575.0M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Berkshire Hathaway Inc-CL A and trimmed Ishares Core S&P 500 ETF. Their largest long position is Apple Inc at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
47% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as MSH Capital Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $599.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $504.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $183.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $166.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $121.2B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $117.1B |
| Mariner, LLC | 80 / 80 | $38.5B |
| HighTower Advisors, LLC | 80 / 80 | $34.7B |
Ranked by how many of MSH Capital Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $52.9M | 182.7K | 9.2% | ▲+7.0% Added · +12K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $18.7M | 262.7K | 3.3% | ▲+8.7% Added · +21K sh | |
| 3 | SPDR Series Trust ST STR SP DIV | $14.1M | 92.8K | 2.5% | ▲+1.3% Added · +1K sh | |
| 4 | Schwab Strategic TR US LCAP GR ETF | $11.6M | 341.3K | 2.0% | ▲+7.4% Added · +24K sh | |
| 5 | JPMorgan Chase & Co COM | $10.9M | 33.4K | 1.9% | ▲+17% Added · +5K sh | |
| 6 | Schwab Strategic TR US DIVIDEND EQ | $10.9M | 343.6K | 1.9% | ▲+5.7% Added · +19K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $9.7M | 100.6K | 1.7% | ▲+2.8% Added · +3K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $9.7M | 12.9K | 1.7% | ▼−1.0% Reduced · −133 sh | |
| 9 | Vanguard Whitehall FDS HIGH DIV YLD | $8.9M | 56.4K | 1.5% | ▲+12% Added · +6K sh | |
| 10 | Microsoft Corp COM | $8.8M | 23.5K | 1.5% | ▲+14% Added · +3K sh | |
| 11 | Vanguard Index FDS GROWTH ETF | $8.6M | 100.3K | 1.5% | ▲+589% Added · +86K sh | |
| 12 | Ishares TR S&P 500 GRWT ETF | $7.8M | 56.6K | 1.4% | ▲+8.7% Added · +5K sh | |
| 13 | Alphabet Inc CAP STK CL A | $7.2M | 20.1K | 1.3% | ▲+15% Added · +3K sh | |
| 14 | Berkshire Hathaway Inc Del CL B NEW | $7.1M | 14.2K | 1.2% | ▲+5.1% Added · +685 sh | |
| 15 | Ishares TR CORE S&P MCP ETF | $6.8M | 88.2K | 1.2% | ▲+6.1% Added · +5K sh | |
| 16 | Proshares TR S&P 500 DV ARIST | $6.5M | 115.4K | 1.1% | ▲+115% Added · +62K sh | |
| 17 | Ishares TR CORE S&P SCP ETF | $6.4M | 43.4K | 1.1% | ▼−1.0% Reduced · −439 sh | |
| 18 | Nvidia Corporation COM | $6.3M | 31.3K | 1.1% | ▲+56% Added · +11K sh | |
| 19 | Coca Cola Co COM | $6.0M | 73.8K | 1.0% | ▲+0.4% Added · +296 sh | |
| 20 | Amazon Com Inc COM | $5.8M | 24.3K | 1.0% | ▲+18% Added · +4K sh | |
| 21 | Johnson & Johnson COM | $5.7M | 22.6K | 1.0% | ▲+7.1% Added · +1K sh | |
| 22 | Exxon Mobil Corp COM | $5.5M | 39.9K | 0.9% | ▲+0.2% Added · +95 sh | |
| 23 | Vanguard Star FDS VG TL INTL STK F | $5.4M | 62.6K | 0.9% | ▲+9.7% Added · +6K sh | |
| 24 | Ishares TR EAFE SML CP ETF | $5.3M | 63.9K | 0.9% | ▼−0.4% Reduced · −284 sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $5.2M | 7.5K | 0.9% | ▲+56% Added · +3K sh | |
| 26 | Ishares TR S&P 500 VAL ETF | $5.2M | 22.7K | 0.9% | ▲+10% Added · +2K sh | |
| 27 | Vanguard Index FDS VALUE ETF | $4.9M | 22.5K | 0.9% | ▲+0.4% Added · +84 sh | |
| 28 | Tesla Inc COM | $4.9M | 11.6K | 0.8% | ▲+2.5% Added · +288 sh | |
| 29 | Sherwin Williams Co COM | $4.8M | 14.0K | 0.8% | ▼−1.4% Reduced · −207 sh | |
| 30 | Abbvie Inc COM | $4.5M | 17.8K | 0.8% | ▲+41% Added · +5K sh | |
| 31 | SPDR Series Trust ST STR P500ETF | $4.4M | 49.7K | 0.8% | ▲+0.6% Added · +308 sh | |
| 32 | Seagate Technology HLDNGS PL ORD SHS | $4.3M | 4.5K | 0.8% | ▼−33% Reduced · −2K sh | |
| 33 | Vanguard Index FDS MCAP VL IDXVIP | $4.3M | 21.6K | 0.7% | ▼−1.6% Reduced · −365 sh | |
| 34 | Select Sector SPDR TR ST STR CARE ETF | $4.1M | 25.8K | 0.7% | ▲+41% Added · +7K sh | |
| 35 | Ishares TR RUS MDCP VAL ETF | $4.1M | 24.8K | 0.7% | ▲+2.3% Added · +565 sh | |
| 36 | Vanguard Specialized Funds DIV APP ETF | $4.1M | 17.1K | 0.7% | ▲+25% Added · +3K sh | |
| 37 | Vanguard Index FDS MCAP GR IDXVIP | $4.1M | 13.2K | 0.7% | ▼−1.1% Reduced · −151 sh | |
| 38 | BlackRock Inc COM | $4.0M | 4.1K | 0.7% | ▼−0.4% Reduced · −17 sh | |
| 39 | Invesco QQQ TR UNIT SER 1 | $3.9M | 5.3K | 0.7% | ▲+24% Added · +1K sh | |
| 40 | Vanguard Index FDS SM CP VAL ETF | $3.9M | 15.9K | 0.7% | ▼−1.8% Reduced · −298 sh | |
| 41 | Micron Technology Inc COM | $3.8M | 3.3K | 0.7% | ▼−28% Reduced · −1K sh | |
| 42 | Vanguard Index FDS SML CP GRW ETF | $3.7M | 10.2K | 0.7% | ▼−2.6% Reduced · −277 sh | |
| 43 | Realty Income Corp COM | $3.7M | 59.9K | 0.6% | ▲+1.1% Added · +681 sh | |
| 44 | Ishares TR RUS MD CP GR ETF | $3.6M | 24.7K | 0.6% | ▲+3.3% Added · +785 sh | |
| 45 | State STR SPDR S&P 500 ETF T TR UNIT | $3.5M | 4.7K | 0.6% | ▲+54% Added · +2K sh | |
| 46 | Caterpillar Inc COM | $3.4M | 3.2K | 0.6% | ▼−4.6% Reduced · −155 sh | |
| 47 | First TR Exch Traded FD III LNG/SHT EQUITY | $3.4M | 46.4K | 0.6% | ▲+17% Added · +7K sh | |
| 48 | Cisco Sys Inc COM | $3.3M | 28.5K | 0.6% | ▼−29% Reduced · −12K sh | |
| 49 | Ishares TR S&P SML 600 GWT | $3.3M | 18.7K | 0.6% | ▲+1.8% Added · +340 sh | |
| 50 | Visa Inc COM CL A | $3.3M | 9.6K | 0.6% | ▲+12% Added · +1K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056306/holdings"
Use Arkolith to show MSH Capital Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.