Filed: 8/11/2026ACC: 0001420506-26-001502
📋 What this filing means
MSH CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 320 equity positions with a total reported market value of $574.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
320
Positions
$574.99M
Total AUM (reported)
6.45M
Total Shares
Allocation by class
COM$230.16M40.0%
VAN FTSE DEV MKT$18.72M3.3%
ST STR SP DIV$14.13M2.5%
US LCAP GR ETF$11.55M2.0%
US DIVIDEND EQ$10.90M1.9%
CORE MSCI EAFE$9.71M1.7%
CORE S&P500 ETF$9.66M1.7%
Portfolio Concentration
Top 3$85.70M14.9%
4–10$70.42M12.2%
11–25$95.45M16.6%
Rest$323.41M56.2%
Top 3 weight
14.9%
Top 10 weight
27.2%
Voting Authority Distribution
Total shares with voting rights: 6.45M
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
6.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole320
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings320
Rows:
APPLE INC
SOLEShares182.68K
TypeSH
Market value$52.86M
9.19%
Sole
0.00
Shared
0.00
None
182.68K
VANGUARD TAX-MANAGED FDS
SOLEShares262.70K
TypeSH
Market value$18.72M
3.26%
Sole
0.00
Shared
0.00
None
262.70K
SPDR SERIES TRUST
SOLEShares92.84K
TypeSH
Market value$14.13M
2.46%
Sole
0.00
Shared
0.00
None
92.84K
SCHWAB STRATEGIC TR
SOLEShares341.34K
TypeSH
Market value$11.55M
2.01%
Sole
0.00
Shared
0.00
None
341.34K
JPMORGAN CHASE & CO
SOLEShares33.37K
TypeSH
Market value$10.92M
1.90%
Sole
0.00
Shared
0.00
None
33.37K
SCHWAB STRATEGIC TR
SOLEShares343.61K
TypeSH
Market value$10.90M
1.89%
Sole
0.00
Shared
0.00
None
343.61K
ISHARES TR
SOLEShares100.58K
TypeSH
Market value$9.71M
1.69%
Sole
0.00
Shared
0.00
None
100.58K
ISHARES TR
SOLEShares12.90K
TypeSH
Market value$9.66M
1.68%
Sole
0.00
Shared
0.00
None
12.90K
VANGUARD WHITEHALL FDS
SOLEShares56.36K
TypeSH
Market value$8.91M
1.55%
Sole
0.00
Shared
0.00
None
56.36K
MICROSOFT CORP
SOLEShares23.51K
TypeSH
Market value$8.77M
1.53%
Sole
0.00
Shared
0.00
None
23.51K
VANGUARD INDEX FDS
SOLEShares100.33K
TypeSH
Market value$8.64M
1.50%
Sole
0.00
Shared
0.00
None
100.33K
ISHARES TR
SOLEShares56.63K
TypeSH
Market value$7.79M
1.35%
Sole
0.00
Shared
0.00
None
56.63K
ALPHABET INC
SOLEShares20.14K
TypeSH
Market value$7.20M
1.25%
Sole
0.00
Shared
0.00
None
20.14K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.18K
TypeSH
Market value$7.09M
1.23%
Sole
0.00
Shared
0.00
None
14.18K
ISHARES TR
SOLEShares88.19K
TypeSH
Market value$6.80M
1.18%
Sole
0.00
Shared
0.00
None
88.19K
PROSHARES TR
SOLEShares115.42K
TypeSH
Market value$6.48M
1.13%
Sole
0.00
Shared
0.00
None
115.42K
ISHARES TR
SOLEShares43.37K
TypeSH
Market value$6.43M
1.12%
Sole
0.00
Shared
0.00
None
43.37K
NVIDIA CORPORATION
SOLEShares31.28K
TypeSH
Market value$6.26M
1.09%
Sole
0.00
Shared
0.00
None
31.28K
COCA COLA CO
SOLEShares73.81K
TypeSH
Market value$6.00M
1.04%
Sole
0.00
Shared
0.00
None
73.81K
AMAZON COM INC
SOLEShares24.32K
TypeSH
Market value$5.80M
1.01%
Sole
0.00
Shared
0.00
None
24.32K
JOHNSON & JOHNSON
SOLEShares22.56K
TypeSH
Market value$5.73M
1.00%
Sole
0.00
Shared
0.00
None
22.56K
EXXON MOBIL CORP
SOLEShares39.94K
TypeSH
Market value$5.46M
0.95%
Sole
0.00
Shared
0.00
None
39.94K
VANGUARD STAR FDS
SOLEShares62.65K
TypeSH
Market value$5.36M
0.93%
Sole
0.00
Shared
0.00
None
62.65K
ISHARES TR
SOLEShares63.90K
TypeSH
Market value$5.26M
0.91%
Sole
0.00
Shared
0.00
None
63.90K
VANGUARD INDEX FDS
SOLEShares7.51K
TypeSH
Market value$5.16M
0.90%
Sole
0.00
Shared
0.00
None
7.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 182.68K | SH | $52.86M 9.19% | 0.00 | 0.00 | 182.68K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 262.70K | SH | $18.72M 3.26% | 0.00 | 0.00 | 262.70K |
SPDR SERIES TRUSTSOLE | ST STR SP DIV | 92.84K | SH | $14.13M 2.46% | 0.00 | 0.00 | 92.84K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 341.34K | SH | $11.55M 2.01% | 0.00 | 0.00 | 341.34K |
JPMORGAN CHASE & COSOLE | COM | 33.37K | SH | $10.92M 1.90% | 0.00 | 0.00 | 33.37K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 343.61K | SH | $10.90M 1.89% | 0.00 | 0.00 | 343.61K |
ISHARES TRSOLE | CORE MSCI EAFE | 100.58K | SH | $9.71M 1.69% | 0.00 | 0.00 | 100.58K |
ISHARES TRSOLE | CORE S&P500 ETF | 12.90K | SH | $9.66M 1.68% | 0.00 | 0.00 | 12.90K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 56.36K | SH | $8.91M 1.55% | 0.00 | 0.00 | 56.36K |
MICROSOFT CORPSOLE | COM | 23.51K | SH | $8.77M 1.53% | 0.00 | 0.00 | 23.51K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 100.33K | SH | $8.64M 1.50% | 0.00 | 0.00 | 100.33K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 56.63K | SH | $7.79M 1.35% | 0.00 | 0.00 | 56.63K |
ALPHABET INCSOLE | CAP STK CL A | 20.14K | SH | $7.20M 1.25% | 0.00 | 0.00 | 20.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.18K | SH | $7.09M 1.23% | 0.00 | 0.00 | 14.18K |
ISHARES TRSOLE | CORE S&P MCP ETF | 88.19K | SH | $6.80M 1.18% | 0.00 | 0.00 | 88.19K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 115.42K | SH | $6.48M 1.13% | 0.00 | 0.00 | 115.42K |
ISHARES TRSOLE | CORE S&P SCP ETF | 43.37K | SH | $6.43M 1.12% | 0.00 | 0.00 | 43.37K |
NVIDIA CORPORATIONSOLE | COM | 31.28K | SH | $6.26M 1.09% | 0.00 | 0.00 | 31.28K |
COCA COLA COSOLE | COM | 73.81K | SH | $6.00M 1.04% | 0.00 | 0.00 | 73.81K |
AMAZON COM INCSOLE | COM | 24.32K | SH | $5.80M 1.01% | 0.00 | 0.00 | 24.32K |
JOHNSON & JOHNSONSOLE | COM | 22.56K | SH | $5.73M 1.00% | 0.00 | 0.00 | 22.56K |
EXXON MOBIL CORPSOLE | COM | 39.94K | SH | $5.46M 0.95% | 0.00 | 0.00 | 39.94K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 62.65K | SH | $5.36M 0.93% | 0.00 | 0.00 | 62.65K |
ISHARES TRSOLE | EAFE SML CP ETF | 63.90K | SH | $5.26M 0.91% | 0.00 | 0.00 | 63.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 7.51K | SH | $5.16M 0.90% | 0.00 | 0.00 | 7.51K |
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