SEC Form 13F

MSH Capital Advisors LLC 13F Holdings

Inspect MSH Capital Advisors LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-12T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-12
Reported value
$574,987,000
Positions
320

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Step 1 of 3

Disclosed positions

MSH Capital Advisors LLC: source evidence dated 2026-08-12T03:59:59.999Z.

Issuer
APPLE INC
Ticker
AAPL
Class
COM
Reported value
$52,859,051
Reported amount
182,676
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001420506-26-001502
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Step 3 of 3

Browse institutional filings

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Browse institutional filings
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Disclosed positions

See the complete disclosed positions

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APPLE INCAAPLCOM$52,859,051182,676SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$18,717,722262,705SHNone
SPDR SERIES TRUSTSDYST STR SP DIV$14,128,18392,839SHNone
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$11,550,839341,337SHNone
JPMORGAN CHASE & COJPMCOM$10,922,91433,369SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$10,895,741343,606SHNone
ISHARES TRIEFACORE MSCI EAFE$9,713,917100,579SHNone
ISHARES TRIVVCORE S&P500 ETF$9,661,88312,902SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$8,906,13156,357SHNone
MICROSOFT CORPMSFTCOM$8,768,96523,508SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$8,642,688100,333SHNone
ISHARES TRIVWS&P 500 GRWT ETF$7,789,00556,635SHNone
ALPHABET INCGOOGLCAP STK CL A$7,195,48320,135SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$7,093,52914,176SHNone
ISHARES TRIJHCORE S&P MCP ETF$6,800,03888,186SHNone
PROSHARES TRNOBLS&P 500 DV ARIST$6,482,289115,425SHNone
ISHARES TRIJRCORE S&P SCP ETF$6,431,64343,366SHNone
NVIDIA CORPORATIONNVDACOM$6,259,64131,284SHNone
COCA COLA COKOCOM$5,998,13173,805SHNone
AMAZON COM INCAMZNCOM$5,797,01924,322SHNone
JOHNSON & JOHNSONJNJCOM$5,730,44522,564SHNone
EXXON MOBIL CORPXOMCOM$5,460,16039,937SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$5,355,87562,649SHNone
ISHARES TRSCZEAFE SML CP ETF$5,256,64663,895SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$5,160,5027,514SHNone
ISHARES TRIVES&P 500 VAL ETF$5,158,84322,720SHNone
VANGUARD INDEX FDSVTVVALUE ETF$4,893,77922,456SHNone
TESLA INCTSLACOM$4,866,35211,570SHNone
SHERWIN WILLIAMS COSHWCOM$4,817,38113,991SHNone
ABBVIE INCABBVCOM$4,482,76617,814SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$4,368,82049,713SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$4,341,5354,499SHNone
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$4,273,69321,628SHNone
SELECT SECTOR SPDR TRXLVST STR CARE ETF$4,090,19825,780SHNone
ISHARES TRIWSRUS MDCP VAL ETF$4,086,36024,826SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$4,057,31517,147SHNone
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$4,050,81813,225SHNone
BLACKROCK INCBLKCOM$3,972,2054,131SHNone
INVESCO QQQ TRQQQUNIT SER 1$3,934,9445,343SHNone
VANGUARD INDEX FDSVBRSM CP VAL ETF$3,866,66715,913SHNone
MICRON TECHNOLOGY INCMUCOM$3,770,1093,266SHNone
VANGUARD INDEX FDSVBKSML CP GRW ETF$3,747,10210,246SHNone
REALTY INCOME CORPOCOM$3,709,17359,864SHNone
ISHARES TRIWPRUS MD CP GR ETF$3,621,74424,737SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,485,3484,667SHNone
CATERPILLAR INCCATCOM$3,428,1173,219SHNone
FIRST TR EXCH TRADED FD IIIFTLSLNG/SHT EQUITY$3,422,54946,376SHNone
CISCO SYS INCCSCOCOM$3,346,28228,489SHNone
ISHARES TRIJTS&P SML 600 GWT$3,344,82118,728SHNone
VISA INCVCOM CL A$3,301,9109,625SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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