MSH Capital Advisors LLC - Portfolio overview

MSH Capital Advisors LLC has 290 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 9.00%
2. VEA - VANGUARD TAX-MANAGED FDS, 3.21%
3. SDY - SPDR SERIES TRUST, 2.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.