MSH Capital Advisors LLC

Est. AUM

$472.0M

13F long equity, this entity only

Positions

272

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$43.3M	170789	9.18%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$15.5M	241612	3.28%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$13.4M	91692	2.84%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.0M	325088	2.11%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.3M	317714	1.96%	SOLE
6	ISHARES TR	CORE MSCI EAFE	$8.9M	97828	1.88%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$8.5M	13035	1.80%	SOLE
8	JPMORGAN CHASE & CO	COM	$8.4M	28476	1.77%	SOLE
9	MICROSOFT CORP	COM	$7.7M	20706	1.62%	SOLE
10	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$7.4M	50165	1.57%	SOLE
11	EXXON MOBIL CORP	COM	$6.8M	39842	1.43%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.5M	13491	1.37%	SOLE
13	VANGUARD INDEX FDS	GROWTH ETF	$6.4M	14564	1.35%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$5.9M	52098	1.25%	SOLE
15	PROSHARES TR	S&P 500 DV ARIST	$5.7M	53761	1.21%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$5.6M	83083	1.19%	SOLE
17	COCA COLA CO	COM	$5.6M	73509	1.18%	SOLE
18	ISHARES TR	CORE S&P SCP ETF	$5.4M	43805	1.15%	SOLE
19	JOHNSON & JOHNSON	COM	$5.2M	21075	1.09%	SOLE
20	ISHARES TR	EAFE SML CP ETF	$5.0M	64179	1.07%	SOLE
21	ALPHABET INC	CAP STK CL A	$5.0M	17478	1.06%	SOLE
22	SHERWIN WILLIAMS CO	COM	$4.6M	14198	0.96%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$4.4M	57088	0.93%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$4.4M	22372	0.93%	SOLE
25	ISHARES TR	S&P 500 VAL ETF	$4.3M	20563	0.92%	SOLE
26	AMAZON COM INC	COM	$4.3M	20676	0.91%	SOLE
27	TESLA INC	COM	$4.2M	11282	0.89%	SOLE
28	VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.1M	21993	0.86%	SOLE
29	BLACKROCK INC	COM	$4.0M	4148	0.85%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	49405	0.80%	SOLE
31	REALTY INCOME CORP	COM	$3.6M	59183	0.77%	SOLE
32	ISHARES TR	RUS MDCP VAL ETF	$3.5M	24261	0.75%	SOLE
33	VANGUARD INDEX FDS	SM CP VAL ETF	$3.5M	16211	0.75%	SOLE
34	NVIDIA CORPORATION	COM	$3.5M	20107	0.74%	SOLE
35	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.4M	13376	0.73%	SOLE
36	VERIZON COMMUNICATIONS INC	COM	$3.4M	66893	0.71%	SOLE
37	CME GROUP INC	COM	$3.2M	10783	0.67%	SOLE
38	VANGUARD INDEX FDS	SML CP GRW ETF	$3.2M	10523	0.67%	SOLE
39	CISCO SYS INC	COM	$3.1M	40336	0.66%	SOLE
40	ISHARES TR	RUS MD CP GR ETF	$3.1M	23952	0.65%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.9M	13707	0.62%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	4832	0.61%	SOLE
43	FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$2.8M	39536	0.59%	SOLE
44	ISHARES TR	SP SMCP600VL ETF	$2.8M	23399	0.59%	SOLE
45	WALMART INC	COM	$2.8M	22184	0.58%	SOLE
46	ABBVIE INC	COM	$2.8M	12670	0.58%	SOLE
47	AMERICAN WTR WKS CO INC NEW	COM	$2.7M	20179	0.58%	SOLE
48	GABELLI DIVID & INCOME TR	COM	$2.7M	100571	0.57%	SOLE
49	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.7M	18346	0.57%	SOLE
50	ISHARES TR	S&P SML 600 GWT	$2.7M	18388	0.56%	SOLE

1–50 of 272

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.