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MSH Capital Advisors LLC — 13F Holdings & Portfolio

CIK 2056306 · latest 13F-HR filed 2026-08-11

Backtest portfolio

MSH Capital Advisors LLC manages $575.0M in 13F-reported U.S. long-equity assets across 359 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (8.65%), VEA (3.02%), SDY (2.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 61 new positions and exited 14; 172 existing positions rose in reported value and 47 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$575.0M

Long-equity book

Holdings
359

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+61 / −14 / ↑172 / ↓47

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL9.2% · +7%VEA3.3% · +9%SDY2.5% · +1%SCHG2.0% · +7%JPM1.9% · +17%SCHD1.9% · +6%IEFA1.7% · +3%IVV1.7% · -1%VYM1.5% · +12%MSFT1.5% · +14%VUG1.5% · +589%IVW1.4% · +9%GOOGL1.3% · +15%BRK.B1.2% · +5%IJH1.2% · +6%NOBL1.1% · +115%IJR1.1% · -1%NVDA1.1% · +56%KO1.0% · +0%AMZN1.0% · +18%JNJ1.0% · +7%XOM0.9% · +0%VXUS0.9% · +10%SCZ0.9% · -0%VOO0.9% · +56%IVE0.9% · +10%VTV0.9% · +0%TSLA0.8% · +3%SHW0.8% · -2%ABBV0.8% · +41%SPYM0.8% · +1%STX0.8% · -33%VOE0.7% · -2%XLV0.7% · +40%IWS0.7% · +2%VIG0.7% · +25%VOT0.7% · -1%BLK0.7% · -0%QQQ0.7% · +24%VBR0.7% · -2%MU0.7% · -28%VBK0.7% · -3%O0.6% · +1%IWP0.6% · +3%SPY0.6% · +54%CAT0.6% · -5%FTLS0.6% · +17%CSCO0.6% · -29%IJT0.6% · +2%V0.6% · +12%IJS0.6% · +2%VTI0.5% · +9%PAYX0.5% · +10%GDV0.5% · +0%AVGO0.5% · +41%VZ0.5% · -0%XLI0.5% · +19%WMT0.5% · +10%RTX0.5% · +17%AWK0.5% · +0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 27, 2026.

Assets Under Management
$1.35B
Discretionary
$914.5M
Employees
35
Accounts
2,362
Address
23350 N PIMA ROAD
SCOTTSDALE, AZ 85255-7153
Phone
(480) 563-2021
Website
Name Title / Status Ownership Type
CRITES, MARCY, ANN ControlCHIEF FINANCIAL OFFICER
since Dec 2019
Less than 5%Individual
HOWELLS, MARK, STEPHEN ControlMANAGING MEMBER
since May 2011
75% or moreIndividual
JORDAN, CHRISTOPHER, SHANE ControlCHIEF COMPLIANCE OFFICER
since Mar 2024
Less than 5%Individual
KREIZENBECK, TARA, LYNN ControlCHIEF OPERATING OFFICER
since Aug 2020
Less than 5%Individual
SANTAMARIA, KATRINA, PATRICIA ControlCHIEF EXECUTIVE OFFICER
since Aug 2020
Less than 5%Individual
Ownership & leadership changes · 7 filings with changes since Jan 4, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 27, 2024 filing
  • AddedJORDAN, CHRISTOPHER, SHANE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedKREIZENBECK, TARA, LYNN · title CHIEF COMPLIANCE OFFICER / CHIEF DEVELOPMENT OFFICER → CHIEF OPERATING OFFICER
Feb 1, 2023 filing
  • No longer listedPARKER, ERAINE, JOHNSON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Dec 2018
  • ChangedKREIZENBECK, TARA, LYNN · title CHIEF DEVELOPMENT OFFICER → CHIEF COMPLIANCE OFFICER / CHIEF DEVELOPMENT OFFICER
Sep 30, 2022 filing
  • No longer listedKULESZA, STEVEN, PHILIP · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Oct 2019
Aug 5, 2020 filing
  • AddedKREIZENBECK, TARA, LYNN · CHIEF DEVELOPMENT OFFICER · Less than 5% · control person
  • ChangedSANTAMARIA, KATRINA, PATRICIA · title CHIEF OF STAFF → CHIEF EXECUTIVE OFFICER
Mar 30, 2020 filing
  • AddedKULESZA, STEVEN, PHILIP · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedSANTAMARIA, KATRINA, PATRICIA · title CHIEF OPERATING OFFICER → CHIEF OF STAFF
Mar 31, 2019 filing
  • AddedCRITES, MARCY, ANN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
  • AddedPARKER, ERAINE, JOHNSON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • AddedSANTAMARIA, KATRINA, PATRICIA · CHIEF OPERATING OFFICER · Less than 5% · control person
  • ChangedHOWELLS, MARK, STEPHEN · title CHIEF COMPLIANCE OFFICER / MANAGING MEMBER → MANAGING MEMBER
Sep 29, 2017 filing
  • No longer listedGEBERT, JULIE, JANE · CCO · Less than 5% · control person · listed since Apr 2016
  • ChangedHOWELLS, MARK, STEPHEN · title MANAGING MEMBER → CHIEF COMPLIANCE OFFICER / MANAGING MEMBER
Jan 4, 2017 filing (earliest on record)
  • ListedGEBERT, JULIE, JANE · CCO · Less than 5% · control person
  • ListedHOWELLS, MARK, STEPHEN · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MSH Capital Advisors LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $49.8M 8.65% 171,978 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $17.4M 3.02% 243,873 SH
3 SPDR SERIES TRUST SDY 78464A763 $14.1M 2.46% 92,839 SH
4 SCHWAB STRATEGIC TR SCHG 808524300 $11.6M 2.01% 341,337 SH
5 SCHWAB STRATEGIC TR SCHD 808524797 $10.9M 1.89% 343,606 SH
6 JPMORGAN CHASE & CO JPM 46625H100 $10.5M 1.83% 32,181 SH
7 ISHARES TR IEFA 46432F842 $9.7M 1.69% 100,579 SH
8 ISHARES TR IVV 464287200 $9.7M 1.68% 12,902 SH
9 VANGUARD INDEX FDS VUG 922908736 $8.6M 1.50% 100,333 SH
10 VANGUARD WHITEHALL FDS VYM 921946406 $8.6M 1.49% 54,175 SH
11 MICROSOFT CORP MSFT 594918104 $8.1M 1.41% 21,726 SH
12 ISHARES TR IVW 464287309 $7.8M 1.35% 56,635 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.9M 1.19% 13,723 SH
14 ISHARES TR IJH 464287507 $6.5M 1.14% 84,834 SH
15 ALPHABET INC GOOGL 02079K305 $6.5M 1.13% 18,196 SH
16 PROSHARES TR NOBL 74348A467 $6.5M 1.13% 115,425 SH
17 ISHARES TR IJR 464287804 $6.4M 1.12% 43,366 SH
18 COCA COLA CO KO 191216100 $6.0M 1.04% 73,805 SH
19 JOHNSON & JOHNSON JNJ 478160104 $5.5M 0.96% 21,701 SH
20 EXXON MOBIL CORP XOM 30231G102 $5.5M 0.95% 39,937 SH
21 VANGUARD STAR FDS VXUS 921909768 $5.4M 0.93% 62,649 SH
22 ISHARES TR SCZ 464288273 $5.3M 0.91% 63,895 SH
23 ISHARES TR IVE 464287408 $5.2M 0.90% 22,720 SH
24 AMAZON COM INC AMZN 023135106 $5.1M 0.89% 21,463 SH
25 VANGUARD INDEX FDS VTV 922908744 $4.9M 0.85% 22,456 SH
26 TESLA INC TSLA 88160R101 $4.9M 0.85% 11,570 SH
27 SHERWIN WILLIAMS CO SHW 824348106 $4.8M 0.84% 13,991 SH
28 NVIDIA CORPORATION NVDA 67066G104 $4.8M 0.83% 23,912 SH
29 SPDR SERIES TRUST SPYM 78464A854 $4.4M 0.76% 49,713 SH
30 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.3M 0.76% 4,499 SH
31 VANGUARD INDEX FDS VOE 922908512 $4.3M 0.74% 21,628 SH
32 SELECT SECTOR SPDR TR XLV 81369Y209 $4.1M 0.71% 25,780 SH
33 ISHARES TR IWS 464287473 $4.1M 0.71% 24,826 SH
34 VANGUARD SPECIALIZED FUNDS VIG 921908844 $4.1M 0.71% 17,147 SH
35 VANGUARD INDEX FDS VOT 922908538 $4.1M 0.70% 13,225 SH
36 BLACKROCK INC BLK 09290D101 $4.0M 0.69% 4,131 SH
37 VANGUARD INDEX FDS VBR 922908611 $3.9M 0.67% 15,913 SH
38 VANGUARD INDEX FDS VBK 922908595 $3.7M 0.65% 10,246 SH
39 REALTY INCOME CORP O 756109104 $3.7M 0.65% 59,864 SH
40 ISHARES TR IWP 464287481 $3.6M 0.63% 24,737 SH
41 VANGUARD INDEX FDS VOO 922908363 $3.6M 0.62% 5,221 SH
42 INVESCO QQQ TR QQQ 46090E103 $3.6M 0.62% 4,850 SH
43 MICRON TECHNOLOGY INC MU 595112103 $3.4M 0.60% 2,975 SH
44 CATERPILLAR INC CAT 149123101 $3.4M 0.60% 3,219 SH
45 FIRST TR EXCH TRADED FD III FTLS 33739P103 $3.4M 0.60% 46,376 SH
46 CISCO SYS INC CSCO 17275R102 $3.3M 0.58% 28,489 SH
47 ISHARES TR IJT 464287887 $3.3M 0.58% 18,728 SH
48 ABBVIE INC ABBV 00287Y109 $3.3M 0.58% 13,139 SH
49 ISHARES TR IJS 464287879 $3.3M 0.57% 23,835 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $3.2M 0.55% 4,260 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $575.0M 359 0001420506-26-001502
2026-03-31 2026-05-11 $472.5M 273 0001420506-26-000884
2025-12-31 2026-02-09 $468.0M 297 0001420506-26-000212
2025-09-30 2025-11-06 $373.1M 243 0001420506-25-003041
Filer Information
Address
23350 N PIMA RD
SCOTTSDALE, AZ 85255
Phone
(480) 563-2021
Filing Manager
MSH Capital Advisors LLC
SCOTTSDALE, AZ
Signatory
Marcy Crites
Chief Financial Officer