Msh Capital Advisors LLC Portfolio Holdings

Msh Capital Advisors LLC

  • $373 Billion
  • Q3 2025

Msh Capital Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $373 Billion distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $12.9B, Spdr Series Tr Spdr S&P Divide with a value of $11.4B, Schwab Strategic Tr Us Large C with a value of $9.8B, Apple Inc. with a value of $9.67B, and Ishares Core S&P 500 ETF with a value of $8.68B.

Examining the 13F form we can see an increase of $26B in the current position value, from $347B to 373B.

Msh Capital Advisors LLC is based out at Scottsdale, AZ

Below you can find more details about Msh Capital Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $373 Billion
ETFs: $200 Billion
Financial Services: $35.2 Billion
Technology: $28 Billion
Industrials: $13.2 Billion
Healthcare: $13.1 Billion
Consumer Defensive: $12.2 Billion
Consumer Cyclical: $11.2 Billion
Energy: $10.7 Billion
Other: $33.1 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.9 Billion 3.46% of portfolio
215,562
Q3 2025 Added 26.35%
$0
$11.4 Billion 3.04% of portfolio
81,104
Q3 2025 Added 2.4%
$0
$9.8 Billion 2.63% of portfolio
307,080
Q3 2025 Added 5.26%
$0
$8.68 Billion 2.33% of portfolio
12,966
Q3 2025 Reduced 1.23%
$0
$8.17 Billion 2.19% of portfolio
299,105
Q3 2025 Added 6.14%
$0
$7.2 Billion 1.93% of portfolio
82,466
Q3 2025 Added 23.92%
$0
$6.35 Billion 1.7% of portfolio
52,572
Q3 2025 Reduced 3.63%
$0
$6.34 Billion 1.7% of portfolio
45,002
Q3 2025 Added 5.13%
$0
$5.76 Billion 1.54% of portfolio
12,018
Q3 2025 Reduced 0.29%
$0
$5.12 Billion 1.37% of portfolio
49,697
Q3 2025 Added 3.48%
$0
$5.03 Billion 1.35% of portfolio
77,102
Q3 2025 Reduced 0.38%
$0
$4.98 Billion 1.34% of portfolio
41,940
Q3 2025 Reduced 0.22%
$0
$4.87 Billion 1.31% of portfolio
63,483
Q3 2025 Reduced 1.41%
$0
$3.79 Billion 1.02% of portfolio
12,902
Q2 2025 Reduced 2.28%
$0
$3.78 Billion 1.01% of portfolio
18,281
Q3 2025 Reduced 1.0%
$0
$3.56 Billion 0.95% of portfolio
20,381
Q2 2025 Added 1.6%
$0
$3.32 Billion 0.89% of portfolio
23,314
Q2 2025 Reduced 6.86%
$0
$3.32 Billion 0.89% of portfolio
23,777
Q2 2025 Added 2.13%
$0
$3.09 Billion 0.83% of portfolio
10,379
Q2 2025 Reduced 1.84%
$0
$3.08 Billion 0.83% of portfolio
16,509
Q3 2025 Reduced 0.3%
$0
$2.98 Billion 0.8% of portfolio
14,287
Q2 2025 Reduced 0.65%
$0
$2.72 Billion 0.73% of portfolio
12,600
Q3 2025 Added 5.75%
$0
$2.61 Billion 0.7% of portfolio
23,569
Q3 2025 Reduced 5.86%
$0
$2.59 Billion 0.69% of portfolio
18,283
Q3 2025 Reduced 6.13%
$0
$2.59 Billion 0.69% of portfolio
36,971
Q3 2025 Added 66.84%
$0
$2.59 Billion 0.69% of portfolio
4,310
Q3 2025 Reduced 2.38%
$0
$2.56 Billion 0.68% of portfolio
18,361
Q3 2025 Added 43.01%
$0
$2.49 Billion 0.67% of portfolio
49,080
Q3 2025 Reduced 15.61%
$0
$2.23 Billion 0.6% of portfolio
3,636
Q3 2025 Added 6.78%
$0
$2.15 Billion 0.58% of portfolio
3,225
Q3 2025 Added 16.97%
$0
$1.93 Billion 0.52% of portfolio
38,108
Q3 2025 Added 0.34%
$0
$1.94 Billion 0.52% of portfolio
29,415
Q3 2025 Added 4.62%
$0
$1.88 Billion 0.5% of portfolio
13,250
Q3 2025 Added 3.78%
$0
$1.72 Billion 0.46% of portfolio
19,223
Q3 2025 Added 2.09%
$0
$1.63 Billion 0.44% of portfolio
38,556
Q3 2025 Added 2.68%
$0
$1.57 Billion 0.42% of portfolio
88,453
Q3 2025 Added 4.65%
$0
$1.5 Billion 0.4% of portfolio
7,734
Q3 2025 Reduced 16.49%
$0
$1.41 Billion 0.38% of portfolio
32,023
Q3 2025 Added 16.08%
$0
$1.43 Billion 0.38% of portfolio
60,718
Q3 2025 Added 11.79%
$0
$1.33 Billion 0.36% of portfolio
17,433
Q3 2025 Reduced 74.58%
$0
$1.36 Billion 0.36% of portfolio
22,959
Q3 2025 Reduced 2.91%
$0
$1.21 Billion 0.32% of portfolio
25,875
Q3 2025 Reduced 6.28%
$0
$1.14 Billion 0.31% of portfolio
11,964
Q3 2025 Added 22.28%
$0
$1.15 Billion 0.31% of portfolio
17,021
Q3 2025 Reduced 2.88%
$0
$1.13 Billion 0.3% of portfolio
32,814
Q3 2025 Added 2.27%
$0
$1.08 Billion 0.29% of portfolio
22,849
Q3 2025 Added 1.12%
$130B
$1.09 Billion 0.29% of portfolio
3,056
Q3 2025 Added 3.1%
$0
$1.06 Billion 0.28% of portfolio
11,315
Q3 2025 Added 34.78%
$0
$1.05 Billion 0.28% of portfolio
12,609
Q3 2025 Reduced 3.98%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $373 Billion
  • Prior Value $347 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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