Institutional Manager · CIK 0002056306

MSH Capital Advisors LLC

SCOTTSDALE, AZ · File #028-25096

Latest AUM

$468.0M

Positions

297

Top-10 Concentration

46.2%

Filings

Portfolio Value Over Time

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	VANGUARD TAX-MANAGED FDS	921943858	-205,151	-$12.8M	+$549,910
REDUCE	APPLE INC	AAPL	-30,903	-$8.4M	+$654,440
REDUCE	JPMORGAN CHASE & CO.	VYLD	-24,783	-$8.0M	+$175,947
REDUCE	MICROSOFT CORP	MSFT	-14,397	-$7.0M	-$539,445
REDUCE	BERKSHIRE HATHAWAY INC DEL	BRK-A	-12,806	-$6.4M	-$1,191
ADD	TESLA INC	TSLA	+7,812	+$3.5M	+$13,006
REDUCE	ALPHABET INC	GOOG	-8,868	-$2.8M	+$729,746
REDUCE	AMAZON COM INC	AMZN	-9,955	-$2.3M	+$136,520
REDUCE	VISA INC	V	-5,369	-$1.9M	+$55,903
NEW	AMERICAN CENTY ETF TR	025072307	+14,177	+$1.6M	$0

Sector Allocation

Technology

15.4%$72.0M

Financials

7.3%$34.1M

Healthcare

3.5%$16.4M

Consumer Discretionary

3.4%$16.1M

2.4%$11.0M

2.3%$10.8M

1.7%$7.8M

1.0%$4.8M

0.9%$4.2M

Communication Services

0.9%$4.1M

Utilities

0.8%$3.9M

Filing History

Feb 9, 202613F HOLDINGS REPORTQ/E Dec 2025297 pos · $468.0M
Nov 6, 202513F HOLDINGS REPORTQ/E Sep 2025243 pos · $373.1M
Jul 24, 202513F HOLDINGS REPORTQ/E Jun 2025242 pos · $347.1M
May 13, 202513F HOLDINGS REPORTQ/E Mar 2025231 pos · $323.4M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024214 pos · $284.6M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024199 pos · $234.1M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024215 pos · $254.9M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024189 pos · $203.0M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024227 pos · $327.0M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024194 pos · $221.3M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024213 pos · $267.7M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024222 pos · $299.3M
Feb 14, 202513F HOLDINGS REPORTQ/E Dec 2024213 pos · $272.9M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024198 pos · $242.3M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024191 pos · $215.2M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024179 pos · $223.3M
Feb 13, 202513F HOLDINGS REPORTQ/E Dec 2024226 pos · $317.6M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	APPLE INC	AAPL	163,186	$44.4M	15.78%
2	VANGUARD TAX-MANAGED FDS	921943858	221,102	$13.8M	4.91%
3	SPDR SERIES TRUST	78464A763	83,962	$11.7M	4.15%
4	SCHWAB STRATEGIC TR	808524300	315,675	$10.3M	3.66%
5	JPMORGAN CHASE & CO.	VYLD	27,861	$9.0M	3.19%
6	ISHARES TR	464287200	13,059	$8.9M	3.18%
7	MICROSOFT CORP	MSFT	17,882	$8.6M	3.08%
8	SCHWAB STRATEGIC TR	808524797	312,579	$8.6M	3.05%
9	ISHARES TR	46432F842	83,177	$7.4M	2.65%
10	BERKSHIRE HATHAWAY INC DEL	BRK-A	14,169	$7.1M	2.53%
11	VANGUARD WHITEHALL FDS	921946406	48,133	$6.9M	2.46%
12	ISHARES TR	464287309	53,263	$6.6M	2.33%
13	VANGUARD INDEX FDS	922908736	11,912	$5.8M	2.07%
14	PROSHARES TR	74348A467	51,710	$5.4M	1.91%
15	ISHARES TR	464287507	79,882	$5.3M	1.87%
16	ISHARES TR	464287804	42,723	$5.1M	1.83%
17	COCA COLA CO	KO	72,629	$5.1M	1.81%
18	ISHARES TR	464288273	63,735	$4.9M	1.76%
19	EXXON MOBIL CORP	XOM	39,455	$4.7M	1.69%
20	TESLA INC	TSLA	10,413	$4.7M	1.67%