Filed: 5/11/2026ACC: 0001420506-26-000884
📋 What this filing means
MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 273 equity positions with a total reported market value of $472.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
273
Positions
$472.49M
Total AUM (reported)
5.66M
Total Shares
Allocation by class
COM$195.80M41.4%
STATE STREET SPD$18.92M4.0%
VAN FTSE DEV MKT$15.48M3.3%
US DIVIDEND EQ$9.97M2.1%
US LCAP GR ETF$9.26M2.0%
CORE MSCI EAFE$8.86M1.9%
CORE S&P500 ETF$8.51M1.8%
Portfolio Concentration
Top 3$72.21M15.3%
4–10$60.07M12.7%
11–25$80.72M17.1%
Rest$259.49M54.9%
Top 3 weight
15.3%
Top 10 weight
28.0%
Voting Authority Distribution
Total shares with voting rights: 5.66M
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
5.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole273
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings273
Rows:
APPLE INC
SOLEShares170.79K
TypeSH
Market value$43.34M
9.17%
Sole
0.00
Shared
0.00
None
170.79K
VANGUARD TAX-MANAGED FDS
SOLEShares241.61K
TypeSH
Market value$15.48M
3.28%
Sole
0.00
Shared
0.00
None
241.61K
SPDR SERIES TRUST
SOLEShares91.69K
TypeSH
Market value$13.38M
2.83%
Sole
0.00
Shared
0.00
None
91.69K
SCHWAB STRATEGIC TR
SOLEShares325.09K
TypeSH
Market value$9.97M
2.11%
Sole
0.00
Shared
0.00
None
325.09K
SCHWAB STRATEGIC TR
SOLEShares317.71K
TypeSH
Market value$9.26M
1.96%
Sole
0.00
Shared
0.00
None
317.71K
ISHARES TR
SOLEShares97.83K
TypeSH
Market value$8.86M
1.87%
Sole
0.00
Shared
0.00
None
97.83K
ISHARES TR
SOLEShares13.04K
TypeSH
Market value$8.51M
1.80%
Sole
0.00
Shared
0.00
None
13.04K
JPMORGAN CHASE & CO
SOLEShares28.48K
TypeSH
Market value$8.38M
1.77%
Sole
0.00
Shared
0.00
None
28.48K
MICROSOFT CORP
SOLEShares20.71K
TypeSH
Market value$7.66M
1.62%
Sole
0.00
Shared
0.00
None
20.71K
VANGUARD WHITEHALL FDS
SOLEShares50.16K
TypeSH
Market value$7.43M
1.57%
Sole
0.00
Shared
0.00
None
50.16K
EXXON MOBIL CORP
SOLEShares39.84K
TypeSH
Market value$6.76M
1.43%
Sole
0.00
Shared
0.00
None
39.84K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.49K
TypeSH
Market value$6.46M
1.37%
Sole
0.00
Shared
0.00
None
13.49K
VANGUARD INDEX FDS
SOLEShares14.56K
TypeSH
Market value$6.36M
1.35%
Sole
0.00
Shared
0.00
None
14.56K
ISHARES TR
SOLEShares52.10K
TypeSH
Market value$5.89M
1.25%
Sole
0.00
Shared
0.00
None
52.10K
PROSHARES TR
SOLEShares53.76K
TypeSH
Market value$5.70M
1.21%
Sole
0.00
Shared
0.00
None
53.76K
ISHARES TR
SOLEShares83.08K
TypeSH
Market value$5.61M
1.19%
Sole
0.00
Shared
0.00
None
83.08K
COCA COLA CO
SOLEShares73.51K
TypeSH
Market value$5.59M
1.18%
Sole
0.00
Shared
0.00
None
73.51K
ISHARES TR
SOLEShares43.80K
TypeSH
Market value$5.45M
1.15%
Sole
0.00
Shared
0.00
None
43.80K
JOHNSON & JOHNSON
SOLEShares21.07K
TypeSH
Market value$5.15M
1.09%
Sole
0.00
Shared
0.00
None
21.07K
ISHARES TR
SOLEShares64.18K
TypeSH
Market value$5.03M
1.07%
Sole
0.00
Shared
0.00
None
64.18K
ALPHABET INC
SOLEShares17.48K
TypeSH
Market value$5.03M
1.06%
Sole
0.00
Shared
0.00
None
17.48K
SHERWIN WILLIAMS CO
SOLEShares14.20K
TypeSH
Market value$4.55M
0.96%
Sole
0.00
Shared
0.00
None
14.20K
VANGUARD STAR FDS
SOLEShares57.09K
TypeSH
Market value$4.40M
0.93%
Sole
0.00
Shared
0.00
None
57.09K
VANGUARD INDEX FDS
SOLEShares22.37K
TypeSH
Market value$4.39M
0.93%
Sole
0.00
Shared
0.00
None
22.37K
ISHARES TR
SOLEShares20.56K
TypeSH
Market value$4.34M
0.92%
Sole
0.00
Shared
0.00
None
20.56K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 170.79K | SH | $43.34M 9.17% | 0.00 | 0.00 | 170.79K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 241.61K | SH | $15.48M 3.28% | 0.00 | 0.00 | 241.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 91.69K | SH | $13.38M 2.83% | 0.00 | 0.00 | 91.69K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 325.09K | SH | $9.97M 2.11% | 0.00 | 0.00 | 325.09K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 317.71K | SH | $9.26M 1.96% | 0.00 | 0.00 | 317.71K |
ISHARES TRSOLE | CORE MSCI EAFE | 97.83K | SH | $8.86M 1.87% | 0.00 | 0.00 | 97.83K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.04K | SH | $8.51M 1.80% | 0.00 | 0.00 | 13.04K |
JPMORGAN CHASE & COSOLE | COM | 28.48K | SH | $8.38M 1.77% | 0.00 | 0.00 | 28.48K |
MICROSOFT CORPSOLE | COM | 20.71K | SH | $7.66M 1.62% | 0.00 | 0.00 | 20.71K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 50.16K | SH | $7.43M 1.57% | 0.00 | 0.00 | 50.16K |
EXXON MOBIL CORPSOLE | COM | 39.84K | SH | $6.76M 1.43% | 0.00 | 0.00 | 39.84K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.49K | SH | $6.46M 1.37% | 0.00 | 0.00 | 13.49K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.56K | SH | $6.36M 1.35% | 0.00 | 0.00 | 14.56K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 52.10K | SH | $5.89M 1.25% | 0.00 | 0.00 | 52.10K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 53.76K | SH | $5.70M 1.21% | 0.00 | 0.00 | 53.76K |
ISHARES TRSOLE | CORE S&P MCP ETF | 83.08K | SH | $5.61M 1.19% | 0.00 | 0.00 | 83.08K |
COCA COLA COSOLE | COM | 73.51K | SH | $5.59M 1.18% | 0.00 | 0.00 | 73.51K |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.80K | SH | $5.45M 1.15% | 0.00 | 0.00 | 43.80K |
JOHNSON & JOHNSONSOLE | COM | 21.07K | SH | $5.15M 1.09% | 0.00 | 0.00 | 21.07K |
ISHARES TRSOLE | EAFE SML CP ETF | 64.18K | SH | $5.03M 1.07% | 0.00 | 0.00 | 64.18K |
ALPHABET INCSOLE | CAP STK CL A | 17.48K | SH | $5.03M 1.06% | 0.00 | 0.00 | 17.48K |
SHERWIN WILLIAMS COSOLE | COM | 14.20K | SH | $4.55M 0.96% | 0.00 | 0.00 | 14.20K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 57.09K | SH | $4.40M 0.93% | 0.00 | 0.00 | 57.09K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 22.37K | SH | $4.39M 0.93% | 0.00 | 0.00 | 22.37K |
ISHARES TRSOLE | S&P 500 VAL ETF | 20.56K | SH | $4.34M 0.92% | 0.00 | 0.00 | 20.56K |
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