MSH Capital Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
MSH Capital Advisors LLC 13F Holdings
CIK 0002056306 · SCOTTSDALE, AZ
As of Sep 30, 2025, MSH Capital Advisors LLC reported
243 positions worth $362.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 215,562 |
|
2.9M3.56% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 81,104 |
1.4M | 3.13% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 307,080 | $9.8M | 2.70% |
| APPLE INC | AAPL | Technology | 37,982 | $9.7M | 2.66% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,966 | $8.7M | 2.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 25,922 | $8.2M | 2.25% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 299,105 | $8.2M | 2.25% |
| MICROSOFT CORP | MSFT | Technology | 15,761 | $8.2M | 2.25% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 82,466 | $7.2M | 1.98% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,249 | $6.7M | 1.84% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 52,572 | $6.3M | 1.75% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 45,002 | $6.3M | 1.75% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 12,018 | $5.8M | 1.59% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 49,697 | $5.1M | 1.41% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 77,102 | $5.0M | 1.39% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 41,940 | $5.0M | 1.37% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 14,131 | $4.9M | 1.35% |
| ISHARES MSCI EAFE SMALL-CAP ETF | SCZ | — | 63,483 | $4.9M | 1.34% |
| BLACKROCK INC | BLK | Financial Services | 4,090 | $4.8M | 1.31% |
| COCA COLA CO | KO | Consumer Defensive | 60,434 | $4.0M | 1.10% |
| EXXON MOBIL CORP | XOM | Energy | 35,407 | $4.0M | 1.10% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 12,902 | $3.8M | 1.04% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 18,281 | $3.8M | 1.04% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 20,381 | $3.6M | 0.98% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 43,102 | $3.4M | 0.93% |