MSH Capital Advisors LLC
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 468,039
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 274 | 468,039 | 13F-HR | MSH Capital Advisors LLC |
| Q3 2025 | 11/6/2025 | 243 | 373,115 | 13F-HR | MSH Capital Advisors LLC |
| Q2 2025 | 7/24/2025 | 242 | 347,086 | 13F-HR | MSH Capital Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 364.9 K | 78.0% | 100.6 K | 0 | 100.6 K |
| ETFs | 100.8 K | 21.5% | 0 | 6.062 K | -6.062 K |
| Debt | 794 | 0.2% | 94 | 0 | 94 |
| Other | 1.519 K | 0.3% | 310 | 0 | 310 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
468,039
Holdings
274
QoQ value change ($000)
94,924
(25.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.