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
17
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025297 pos · $468.0M
- 13F HOLDINGS REPORTQ/E Sep 2025243 pos · $373.1M
- 13F HOLDINGS REPORTQ/E Jun 2025242 pos · $347.1M
- 13F HOLDINGS REPORTQ/E Mar 2025231 pos · $323.4M
- 13F HOLDINGS REPORTQ/E Dec 2024194 pos · $221.3M
- 13F HOLDINGS REPORTQ/E Dec 2024227 pos · $327.0M
- 13F HOLDINGS REPORTQ/E Dec 2024189 pos · $203.0M
- 13F HOLDINGS REPORTQ/E Dec 2024215 pos · $254.9M
- 13F HOLDINGS REPORTQ/E Dec 2024199 pos · $234.1M
- 13F HOLDINGS REPORTQ/E Dec 2024214 pos · $284.6M
- 13F HOLDINGS REPORTQ/E Dec 2024213 pos · $267.7M
- 13F HOLDINGS REPORTQ/E Dec 2024222 pos · $299.3M
- 13F HOLDINGS REPORTQ/E Dec 2024213 pos · $272.9M
- 13F HOLDINGS REPORTQ/E Dec 2024198 pos · $242.3M
- 13F HOLDINGS REPORTQ/E Dec 2024226 pos · $317.6M
- 13F HOLDINGS REPORTQ/E Dec 2024179 pos · $223.3M
- 13F HOLDINGS REPORTQ/E Dec 2024191 pos · $215.2M
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% |