MSH Capital Advisors LLC: 13F holdings
CIK 20563062026Q2
| Positions | 320 |
|---|---|
| Reported value | $575.0m |
| Filed | 2026-08-11 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 182,676 | $52.9m | 9.2% |
| VEA VANGUARD TAX-MANAGED FDS | 262,705 | $18.7m | 3.3% |
| SDY SPDR SERIES TRUST | 92,839 | $14.1m | 2.5% |
| SCHG SCHWAB STRATEGIC TR | 341,337 | $11.6m | 2.0% |
| JPM JPMORGAN CHASE & CO | 33,369 | $10.9m | 1.9% |
| SCHD SCHWAB STRATEGIC TR | 343,606 | $10.9m | 1.9% |
| IEFA ISHARES TR | 100,579 | $9.7m | 1.7% |
| IVV ISHARES TR | 12,902 | $9.7m | 1.7% |
| VYM VANGUARD WHITEHALL FDS | 56,357 | $8.9m | 1.5% |
| MSFT MICROSOFT CORP | 23,508 | $8.8m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056306")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.