Institutional Fund
Msh Capital Advisors LLC
Scottsdale, AZCIK 20563065 filings on record
Portfolio Value
$472.49M
Q1 2026
Holdings
273
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+1.0%
from $468.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc9.2%
- Vanguard Tax-Managed Fds3.3%
- Spdr Series Trust2.8%
- Schwab Strategic Tr2.1%
- Schwab Strategic Tr2.0%
- Ishares Tr1.9%
- Other78.8%
Portfolio Holdings
273 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 170.8K | $43.34M | 9.2% | +524 | Added |
| 2 | Vanguard Tax-Managed Fds | 241.6K | $15.48M | 3.3% | +10.1K | Added |
| 3 | Spdr Series Trust | 91.7K | $13.38M | 2.8% | +7.7K | Added |
| 4 | Schwab Strategic Tr | 325.1K | $9.97M | 2.1% | +12.5K | Added |
| 5 | Schwab Strategic Tr | 317.7K | $9.26M | 2.0% | +2.0K | Added |
| 6 | Ishares Tr | 97.8K | $8.86M | 1.9% | +14.7K | Added |
| 7 | Ishares Tr | 13.0K | $8.51M | 1.8% | −24 | Reduced |
| 8 | Jpmorgan Chase & Co. | 28.5K | $8.38M | 1.8% | −524 | Reduced |
| 9 | Microsoft Corp | 20.7K | $7.66M | 1.6% | +1.5K | Added |
| 10 | Vanguard Whitehall Fds | 50.2K | $7.43M | 1.6% | +2.0K | Added |
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