Filed: 11/6/2025ACC: 0001420506-25-003041
📋 What this filing means
MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $373.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$373.12M
Total AUM (reported)
4.98M
Total Shares
Allocation by class
COM$134.90M36.2%
VAN FTSE DEV MKT$12.92M3.5%
S&P DIVID ETF$11.36M3.0%
US LCAP GR ETF$9.80M2.6%
CORE S&P500 ETF$8.68M2.3%
US DIVIDEND EQ$8.17M2.2%
CORE MSCI EAFE$7.20M1.9%
Portfolio Concentration
Top 3$34.07M9.1%
4–10$56.72M15.2%
11–25$70.62M18.9%
Rest$211.70M56.7%
Top 3 weight
9.1%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 4.98M
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
4.98M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole243
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings243
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares215.56K
TypeSH
Market value$12.92M
3.46%
Sole
0.00
Shared
0.00
None
215.56K
SPDR SERIES TRUST
SOLEShares81.10K
TypeSH
Market value$11.36M
3.04%
Sole
0.00
Shared
0.00
None
81.10K
SCHWAB STRATEGIC TR
SOLEShares307.08K
TypeSH
Market value$9.80M
2.63%
Sole
0.00
Shared
0.00
None
307.08K
APPLE INC
SOLEShares37.98K
TypeSH
Market value$9.67M
2.59%
Sole
0.00
Shared
0.00
None
37.98K
ISHARES TR
SOLEShares12.97K
TypeSH
Market value$8.68M
2.33%
Sole
0.00
Shared
0.00
None
12.97K
JPMORGAN CHASE & CO.
SOLEShares25.92K
TypeSH
Market value$8.18M
2.19%
Sole
0.00
Shared
0.00
None
25.92K
SCHWAB STRATEGIC TR
SOLEShares299.11K
TypeSH
Market value$8.17M
2.19%
Sole
0.00
Shared
0.00
None
299.11K
MICROSOFT CORP
SOLEShares15.76K
TypeSH
Market value$8.16M
2.19%
Sole
0.00
Shared
0.00
None
15.76K
ISHARES TR
SOLEShares82.47K
TypeSH
Market value$7.20M
1.93%
Sole
0.00
Shared
0.00
None
82.47K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.25K
TypeSH
Market value$6.66M
1.79%
Sole
0.00
Shared
0.00
None
13.25K
ISHARES TR
SOLEShares52.57K
TypeSH
Market value$6.35M
1.70%
Sole
0.00
Shared
0.00
None
52.57K
VANGUARD WHITEHALL FDS
SOLEShares45K
TypeSH
Market value$6.34M
1.70%
Sole
0.00
Shared
0.00
None
45K
VANGUARD INDEX FDS
SOLEShares12.02K
TypeSH
Market value$5.76M
1.54%
Sole
0.00
Shared
0.00
None
12.02K
PROSHARES TR
SOLEShares49.70K
TypeSH
Market value$5.12M
1.37%
Sole
0.00
Shared
0.00
None
49.70K
ISHARES TR
SOLEShares77.10K
TypeSH
Market value$5.03M
1.35%
Sole
0.00
Shared
0.00
None
77.10K
ISHARES TR
SOLEShares41.94K
TypeSH
Market value$4.98M
1.34%
Sole
0.00
Shared
0.00
None
41.94K
SHERWIN WILLIAMS CO
SOLEShares14.13K
TypeSH
Market value$4.89M
1.31%
Sole
0.00
Shared
0.00
None
14.13K
ISHARES TR
SOLEShares63.48K
TypeSH
Market value$4.87M
1.31%
Sole
0.00
Shared
0.00
None
63.48K
BLACKROCK INC
SOLEShares4.09K
TypeSH
Market value$4.77M
1.28%
Sole
0.00
Shared
0.00
None
4.09K
COCA COLA CO
SOLEShares60.43K
TypeSH
Market value$4.01M
1.07%
Sole
0.00
Shared
0.00
None
60.43K
EXXON MOBIL CORP
SOLEShares35.41K
TypeSH
Market value$3.99M
1.07%
Sole
0.00
Shared
0.00
None
35.41K
VANGUARD INDEX FDS
SOLEShares12.90K
TypeSH
Market value$3.79M
1.02%
Sole
0.00
Shared
0.00
None
12.90K
ISHARES TR
SOLEShares18.28K
TypeSH
Market value$3.78M
1.01%
Sole
0.00
Shared
0.00
None
18.28K
VANGUARD INDEX FDS
SOLEShares20.38K
TypeSH
Market value$3.56M
0.95%
Sole
0.00
Shared
0.00
None
20.38K
SPDR SERIES TRUST
SOLEShares43.10K
TypeSH
Market value$3.38M
0.90%
Sole
0.00
Shared
0.00
None
43.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 215.56K | SH | $12.92M 3.46% | 0.00 | 0.00 | 215.56K |
SPDR SERIES TRUSTSOLE | S&P DIVID ETF | 81.10K | SH | $11.36M 3.04% | 0.00 | 0.00 | 81.10K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 307.08K | SH | $9.80M 2.63% | 0.00 | 0.00 | 307.08K |
APPLE INCSOLE | COM | 37.98K | SH | $9.67M 2.59% | 0.00 | 0.00 | 37.98K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.97K | SH | $8.68M 2.33% | 0.00 | 0.00 | 12.97K |
JPMORGAN CHASE & CO.SOLE | COM | 25.92K | SH | $8.18M 2.19% | 0.00 | 0.00 | 25.92K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 299.11K | SH | $8.17M 2.19% | 0.00 | 0.00 | 299.11K |
MICROSOFT CORPSOLE | COM | 15.76K | SH | $8.16M 2.19% | 0.00 | 0.00 | 15.76K |
ISHARES TRSOLE | CORE MSCI EAFE | 82.47K | SH | $7.20M 1.93% | 0.00 | 0.00 | 82.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.25K | SH | $6.66M 1.79% | 0.00 | 0.00 | 13.25K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 52.57K | SH | $6.35M 1.70% | 0.00 | 0.00 | 52.57K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45K | SH | $6.34M 1.70% | 0.00 | 0.00 | 45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 12.02K | SH | $5.76M 1.54% | 0.00 | 0.00 | 12.02K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 49.70K | SH | $5.12M 1.37% | 0.00 | 0.00 | 49.70K |
ISHARES TRSOLE | CORE S&P MCP ETF | 77.10K | SH | $5.03M 1.35% | 0.00 | 0.00 | 77.10K |
ISHARES TRSOLE | CORE S&P SCP ETF | 41.94K | SH | $4.98M 1.34% | 0.00 | 0.00 | 41.94K |
SHERWIN WILLIAMS COSOLE | COM | 14.13K | SH | $4.89M 1.31% | 0.00 | 0.00 | 14.13K |
ISHARES TRSOLE | EAFE SML CP ETF | 63.48K | SH | $4.87M 1.31% | 0.00 | 0.00 | 63.48K |
BLACKROCK INCSOLE | COM | 4.09K | SH | $4.77M 1.28% | 0.00 | 0.00 | 4.09K |
COCA COLA COSOLE | COM | 60.43K | SH | $4.01M 1.07% | 0.00 | 0.00 | 60.43K |
EXXON MOBIL CORPSOLE | COM | 35.41K | SH | $3.99M 1.07% | 0.00 | 0.00 | 35.41K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 12.90K | SH | $3.79M 1.02% | 0.00 | 0.00 | 12.90K |
ISHARES TRSOLE | S&P 500 VAL ETF | 18.28K | SH | $3.78M 1.01% | 0.00 | 0.00 | 18.28K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 20.38K | SH | $3.56M 0.95% | 0.00 | 0.00 | 20.38K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 43.10K | SH | $3.38M 0.90% | 0.00 | 0.00 | 43.10K |
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