Filed: 2/9/2026ACC: 0001420506-26-000212
📋 What this filing means
MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 274 equity positions with a total reported market value of $468.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
274
Positions
$468.04M
Total AUM (reported)
5.67M
Total Shares
Allocation by class
COM$200.24M42.8%
STATE STREET SPD$16.59M3.5%
VAN FTSE DEV MKT$14.46M3.1%
US LCAP GR ETF$10.30M2.2%
CORE S&P500 ETF$8.94M1.9%
US DIVIDEND EQ$8.57M1.8%
CORE MSCI EAFE$7.44M1.6%
Portfolio Concentration
Top 3$72.44M15.5%
4–10$61.25M13.1%
11–25$76.43M16.3%
Rest$257.92M55.1%
Top 3 weight
15.5%
Top 10 weight
28.6%
Voting Authority Distribution
Total shares with voting rights: 5.67M
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
5.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole274
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings274
Rows:
APPLE INC
SOLEShares170.26K
TypeSH
Market value$46.29M
9.89%
Sole
0.00
Shared
0.00
None
170.26K
VANGUARD TAX-MANAGED FDS
SOLEShares231.51K
TypeSH
Market value$14.46M
3.09%
Sole
0.00
Shared
0.00
None
231.51K
SPDR SERIES TRUST
SOLEShares83.96K
TypeSH
Market value$11.68M
2.50%
Sole
0.00
Shared
0.00
None
83.96K
SCHWAB STRATEGIC TR
SOLEShares315.68K
TypeSH
Market value$10.30M
2.20%
Sole
0.00
Shared
0.00
None
315.68K
JPMORGAN CHASE & CO.
SOLEShares29K
TypeSH
Market value$9.34M
2.00%
Sole
0.00
Shared
0.00
None
29K
MICROSOFT CORP
SOLEShares19.25K
TypeSH
Market value$9.31M
1.99%
Sole
0.00
Shared
0.00
None
19.25K
ISHARES TR
SOLEShares13.06K
TypeSH
Market value$8.94M
1.91%
Sole
0.00
Shared
0.00
None
13.06K
SCHWAB STRATEGIC TR
SOLEShares312.58K
TypeSH
Market value$8.57M
1.83%
Sole
0.00
Shared
0.00
None
312.58K
ISHARES TR
SOLEShares83.18K
TypeSH
Market value$7.44M
1.59%
Sole
0.00
Shared
0.00
None
83.18K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.61K
TypeSH
Market value$7.34M
1.57%
Sole
0.00
Shared
0.00
None
14.61K
VANGUARD WHITEHALL FDS
SOLEShares48.13K
TypeSH
Market value$6.91M
1.48%
Sole
0.00
Shared
0.00
None
48.13K
ISHARES TR
SOLEShares53.26K
TypeSH
Market value$6.57M
1.40%
Sole
0.00
Shared
0.00
None
53.26K
VANGUARD INDEX FDS
SOLEShares11.91K
TypeSH
Market value$5.81M
1.24%
Sole
0.00
Shared
0.00
None
11.91K
PROSHARES TR
SOLEShares51.71K
TypeSH
Market value$5.38M
1.15%
Sole
0.00
Shared
0.00
None
51.71K
ISHARES TR
SOLEShares79.88K
TypeSH
Market value$5.27M
1.13%
Sole
0.00
Shared
0.00
None
79.88K
ISHARES TR
SOLEShares42.72K
TypeSH
Market value$5.13M
1.10%
Sole
0.00
Shared
0.00
None
42.72K
COCA COLA CO
SOLEShares72.63K
TypeSH
Market value$5.08M
1.08%
Sole
0.00
Shared
0.00
None
72.63K
ISHARES TR
SOLEShares63.73K
TypeSH
Market value$4.94M
1.06%
Sole
0.00
Shared
0.00
None
63.73K
EXXON MOBIL CORP
SOLEShares39.45K
TypeSH
Market value$4.75M
1.01%
Sole
0.00
Shared
0.00
None
39.45K
TESLA INC
SOLEShares10.41K
TypeSH
Market value$4.68M
1.00%
Sole
0.00
Shared
0.00
None
10.41K
SHERWIN WILLIAMS CO
SOLEShares14.13K
TypeSH
Market value$4.58M
0.98%
Sole
0.00
Shared
0.00
None
14.13K
ALPHABET INC
SOLEShares14.16K
TypeSH
Market value$4.43M
0.95%
Sole
0.00
Shared
0.00
None
14.16K
BLACKROCK INC
SOLEShares4.10K
TypeSH
Market value$4.38M
0.94%
Sole
0.00
Shared
0.00
None
4.10K
JOHNSON & JOHNSON
SOLEShares20.76K
TypeSH
Market value$4.30M
0.92%
Sole
0.00
Shared
0.00
None
20.76K
ISHARES TR
SOLEShares19.90K
TypeSH
Market value$4.22M
0.90%
Sole
0.00
Shared
0.00
None
19.90K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 170.26K | SH | $46.29M 9.89% | 0.00 | 0.00 | 170.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 231.51K | SH | $14.46M 3.09% | 0.00 | 0.00 | 231.51K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 83.96K | SH | $11.68M 2.50% | 0.00 | 0.00 | 83.96K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 315.68K | SH | $10.30M 2.20% | 0.00 | 0.00 | 315.68K |
JPMORGAN CHASE & CO.SOLE | COM | 29K | SH | $9.34M 2.00% | 0.00 | 0.00 | 29K |
MICROSOFT CORPSOLE | COM | 19.25K | SH | $9.31M 1.99% | 0.00 | 0.00 | 19.25K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.06K | SH | $8.94M 1.91% | 0.00 | 0.00 | 13.06K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 312.58K | SH | $8.57M 1.83% | 0.00 | 0.00 | 312.58K |
ISHARES TRSOLE | CORE MSCI EAFE | 83.18K | SH | $7.44M 1.59% | 0.00 | 0.00 | 83.18K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.61K | SH | $7.34M 1.57% | 0.00 | 0.00 | 14.61K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 48.13K | SH | $6.91M 1.48% | 0.00 | 0.00 | 48.13K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.26K | SH | $6.57M 1.40% | 0.00 | 0.00 | 53.26K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.91K | SH | $5.81M 1.24% | 0.00 | 0.00 | 11.91K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 51.71K | SH | $5.38M 1.15% | 0.00 | 0.00 | 51.71K |
ISHARES TRSOLE | CORE S&P MCP ETF | 79.88K | SH | $5.27M 1.13% | 0.00 | 0.00 | 79.88K |
ISHARES TRSOLE | CORE S&P SCP ETF | 42.72K | SH | $5.13M 1.10% | 0.00 | 0.00 | 42.72K |
COCA COLA COSOLE | COM | 72.63K | SH | $5.08M 1.08% | 0.00 | 0.00 | 72.63K |
ISHARES TRSOLE | EAFE SML CP ETF | 63.73K | SH | $4.94M 1.06% | 0.00 | 0.00 | 63.73K |
EXXON MOBIL CORPSOLE | COM | 39.45K | SH | $4.75M 1.01% | 0.00 | 0.00 | 39.45K |
TESLA INCSOLE | COM | 10.41K | SH | $4.68M 1.00% | 0.00 | 0.00 | 10.41K |
SHERWIN WILLIAMS COSOLE | COM | 14.13K | SH | $4.58M 0.98% | 0.00 | 0.00 | 14.13K |
ALPHABET INCSOLE | CAP STK CL A | 14.16K | SH | $4.43M 0.95% | 0.00 | 0.00 | 14.16K |
BLACKROCK INCSOLE | COM | 4.10K | SH | $4.38M 0.94% | 0.00 | 0.00 | 4.10K |
JOHNSON & JOHNSONSOLE | COM | 20.76K | SH | $4.30M 0.92% | 0.00 | 0.00 | 20.76K |
ISHARES TRSOLE | S&P 500 VAL ETF | 19.90K | SH | $4.22M 0.90% | 0.00 | 0.00 | 19.90K |
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