Filed: 7/24/2025ACC: 0001420506-25-001568
📋 What this filing means
MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 242 equity positions with a total reported market value of $347.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
242
Positions
$347.09M
Total AUM (reported)
4.75M
Total Shares
Allocation by class
COM$128.62M37.1%
S&P DIVID ETF$10.75M3.1%
VAN FTSE DEV MKT$9.73M2.8%
US LCAP GR ETF$8.52M2.5%
CORE S&P500 ETF$8.15M2.3%
US DIVIDEND EQ$7.47M2.2%
CL B NEW$6.39M1.8%
Portfolio Concentration
Top 3$29.00M8.4%
4–10$51.20M14.8%
11–25$66.99M19.3%
Rest$199.89M57.6%
Top 3 weight
8.4%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 4.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole242
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings242
Rows:
SPDR SERIES TRUST
SOLEShares79.20K
TypeSH
Market value$10.75M
3.10%
Sole
0.00
Shared
0.00
None
79.20K
VANGUARD TAX-MANAGED FDS
SOLEShares170.61K
TypeSH
Market value$9.73M
2.80%
Sole
0.00
Shared
0.00
None
170.61K
SCHWAB STRATEGIC TR
SOLEShares291.72K
TypeSH
Market value$8.52M
2.46%
Sole
0.00
Shared
0.00
None
291.72K
ISHARES TR
SOLEShares13.13K
TypeSH
Market value$8.15M
2.35%
Sole
0.00
Shared
0.00
None
13.13K
MICROSOFT CORP
SOLEShares15.73K
TypeSH
Market value$7.83M
2.25%
Sole
0.00
Shared
0.00
None
15.73K
JPMORGAN CHASE & CO.
SOLEShares26.73K
TypeSH
Market value$7.75M
2.23%
Sole
0.00
Shared
0.00
None
26.73K
APPLE INC
SOLEShares37.11K
TypeSH
Market value$7.61M
2.19%
Sole
0.00
Shared
0.00
None
37.11K
SCHWAB STRATEGIC TR
SOLEShares281.79K
TypeSH
Market value$7.47M
2.15%
Sole
0.00
Shared
0.00
None
281.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.16K
TypeSH
Market value$6.39M
1.84%
Sole
0.00
Shared
0.00
None
13.16K
ISHARES TR
SOLEShares54.55K
TypeSH
Market value$6.01M
1.73%
Sole
0.00
Shared
0.00
None
54.55K
VANGUARD WHITEHALL FDS
SOLEShares42.80K
TypeSH
Market value$5.71M
1.64%
Sole
0.00
Shared
0.00
None
42.80K
ISHARES TR
SOLEShares66.55K
TypeSH
Market value$5.56M
1.60%
Sole
0.00
Shared
0.00
None
66.55K
VANGUARD INDEX FDS
SOLEShares12.05K
TypeSH
Market value$5.28M
1.52%
Sole
0.00
Shared
0.00
None
12.05K
SHERWIN WILLIAMS CO
SOLEShares14.13K
TypeSH
Market value$4.85M
1.40%
Sole
0.00
Shared
0.00
None
14.13K
PROSHARES TR
SOLEShares48.03K
TypeSH
Market value$4.84M
1.39%
Sole
0.00
Shared
0.00
None
48.03K
ISHARES TR
SOLEShares77.40K
TypeSH
Market value$4.80M
1.38%
Sole
0.00
Shared
0.00
None
77.40K
ISHARES TR
SOLEShares64.39K
TypeSH
Market value$4.68M
1.35%
Sole
0.00
Shared
0.00
None
64.39K
ISHARES TR
SOLEShares42.03K
TypeSH
Market value$4.59M
1.32%
Sole
0.00
Shared
0.00
None
42.03K
BLACKROCK INC
SOLEShares4.09K
TypeSH
Market value$4.29M
1.24%
Sole
0.00
Shared
0.00
None
4.09K
COCA COLA CO
SOLEShares59.72K
TypeSH
Market value$4.23M
1.22%
Sole
0.00
Shared
0.00
None
59.72K
EXXON MOBIL CORP
SOLEShares34.98K
TypeSH
Market value$3.77M
1.09%
Sole
0.00
Shared
0.00
None
34.98K
VANGUARD INDEX FDS
SOLEShares12.90K
TypeSH
Market value$3.67M
1.06%
Sole
0.00
Shared
0.00
None
12.90K
ISHARES TR
SOLEShares18.46K
TypeSH
Market value$3.61M
1.04%
Sole
0.00
Shared
0.00
None
18.46K
VANECK ETF TRUST
SOLEShares68.57K
TypeSH
Market value$3.57M
1.03%
Sole
0.00
Shared
0.00
None
68.57K
SPDR SERIES TRUST
SOLEShares48.86K
TypeSH
Market value$3.55M
1.02%
Sole
0.00
Shared
0.00
None
48.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 79.20K | SH | $10.75M 3.10% | 0.00 | 0.00 | 79.20K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 170.61K | SH | $9.73M 2.80% | 0.00 | 0.00 | 170.61K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 291.72K | SH | $8.52M 2.46% | 0.00 | 0.00 | 291.72K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.13K | SH | $8.15M 2.35% | 0.00 | 0.00 | 13.13K |
MICROSOFT CORPSOLE | COM | 15.73K | SH | $7.83M 2.25% | 0.00 | 0.00 | 15.73K |
JPMORGAN CHASE & CO.SOLE | COM | 26.73K | SH | $7.75M 2.23% | 0.00 | 0.00 | 26.73K |
APPLE INCSOLE | COM | 37.11K | SH | $7.61M 2.19% | 0.00 | 0.00 | 37.11K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 281.79K | SH | $7.47M 2.15% | 0.00 | 0.00 | 281.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.16K | SH | $6.39M 1.84% | 0.00 | 0.00 | 13.16K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 54.55K | SH | $6.01M 1.73% | 0.00 | 0.00 | 54.55K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 42.80K | SH | $5.71M 1.64% | 0.00 | 0.00 | 42.80K |
ISHARES TRSOLE | CORE MSCI EAFE | 66.55K | SH | $5.56M 1.60% | 0.00 | 0.00 | 66.55K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.05K | SH | $5.28M 1.52% | 0.00 | 0.00 | 12.05K |
SHERWIN WILLIAMS COSOLE | COM | 14.13K | SH | $4.85M 1.40% | 0.00 | 0.00 | 14.13K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 48.03K | SH | $4.84M 1.39% | 0.00 | 0.00 | 48.03K |
ISHARES TRSOLE | CORE S&P MCP ETF | 77.40K | SH | $4.80M 1.38% | 0.00 | 0.00 | 77.40K |
ISHARES TRSOLE | EAFE SML CP ETF | 64.39K | SH | $4.68M 1.35% | 0.00 | 0.00 | 64.39K |
ISHARES TRSOLE | CORE S&P SCP ETF | 42.03K | SH | $4.59M 1.32% | 0.00 | 0.00 | 42.03K |
BLACKROCK INCSOLE | COM | 4.09K | SH | $4.29M 1.24% | 0.00 | 0.00 | 4.09K |
COCA COLA COSOLE | COM | 59.72K | SH | $4.23M 1.22% | 0.00 | 0.00 | 59.72K |
EXXON MOBIL CORPSOLE | COM | 34.98K | SH | $3.77M 1.09% | 0.00 | 0.00 | 34.98K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 12.90K | SH | $3.67M 1.06% | 0.00 | 0.00 | 12.90K |
ISHARES TRSOLE | S&P 500 VAL ETF | 18.46K | SH | $3.61M 1.04% | 0.00 | 0.00 | 18.46K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 68.57K | SH | $3.57M 1.03% | 0.00 | 0.00 | 68.57K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 48.86K | SH | $3.55M 1.02% | 0.00 | 0.00 | 48.86K |
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