MSH CAPITAL ADVISORS LLC
Q2 2025 Form 13-F
SCOTTSDALE, DELAWARE
CIK 0002056306
· CRD 157835
· SEC-registered investment adviser
$347.1M Reported Value Total
MSH CAPITAL ADVISORS LLC reports 2,077 total accounts under management (AUM). There are 1,485 discretionary accounts valued at $677,403,208, and 592 non-discretionary accounts valued at $416,926,470.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-20
Reported value
$347.1M
Quarter over quarter
+5.6%
Holdings
242
Top-10 concentration
23.1%
Key People
Form ADV owners & control persons
Mark Stephen Howells
MANAGING MEMBER
Marcy Ann Crites
CHIEF FINANCIAL OFFICER
Christopher Shane Jordan
CHIEF COMPLIANCE OFFICER
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13F Metrics
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 24, 2025 |
| Form | 13F-HR |
| Reported value | $347.1M |
| Positions | 242 |
| Change in reported value | +7.3% |
| New positions | 21 |
| Exited positions | 10 |
| Position turnover | 12.3% |
| Top-10 concentration | 23.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
328 | $645.4M |
|
Q2 2026 13F
Filed Aug 10, 2026
|
320 | $575.0M |
|
Q1 2026 13F
Filed May 11, 2026
|
273 | $472.5M |
|
Q4 2025 13F
Filed Feb 9, 2026
|
274 | $468.0M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
243 | $373.1M |
|
Q2 2025 13F
Filed Jul 24, 2025
|
242 | $347.1M |
|
Q1 2025 13F
Filed May 13, 2025
|
231 | $323.4M |
|
Q4 2024 13F
Filed Feb 13, 2025
|
226 | $317.6M |
|
Q3 2024 13F
Filed Feb 14, 2025
|
227 | $327.0M |
|
Q2 2024 13F
Filed Feb 14, 2025
|
222 | $299.3M |
|
Q1 2024 13F
Filed Feb 14, 2025
|
214 | $284.6M |
|
Q4 2023 13F
Filed Feb 14, 2025
|
213 | $267.7M |
|
Q3 2023 13F
Filed Feb 14, 2025
|
215 | $254.9M |
|
Q2 2023 13F
Filed Feb 14, 2025
|
213 | $272.9M |
|
Q1 2023 13F
Filed Feb 14, 2025
|
199 | $234.1M |
|
Q4 2022 13F
Filed Feb 14, 2025
|
194 | $221.3M |
|
Q3 2022 13F
Filed Feb 14, 2025
|
189 | $203.0M |
|
Q2 2022 13F
Filed Feb 13, 2025
|
191 | $215.2M |
|
Q1 2022 13F
Filed Feb 13, 2025
|
198 | $242.3M |
|
Q4 2021 13F
Filed Feb 13, 2025
|
179 | $223.3M |
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SDY SPDR SERIES TRUST | $10.8M | 3.1% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $9.7M | 2.8% |
| 3 | SCHG SCHWAB STRATEGIC TR | $8.5M | 2.46% |
| 4 | IVV ISHARES TR | $8.2M | 2.35% |
| 5 | MSFT MICROSOFT CORP | $7.8M | 2.25% |
| 6 | JPM JPMORGAN CHASE & CO. | $7.7M | 2.23% |
| 7 | AAPL APPLE INC | $7.6M | 2.19% |
| 8 | SCHD SCHWAB STRATEGIC TR | $7.5M | 2.15% |
| 9 | BRK-B BERKSHIRE HATHAWAY INC DEL | $6.4M | 1.84% |
| 10 | IVW ISHARES TR | $6.0M | 1.73% |
| 11 | VYM VANGUARD WHITEHALL FDS | $5.7M | 1.64% |
| 12 | IEFA ISHARES TR | $5.6M | 1.6% |
| 13 | VUG VANGUARD INDEX FDS | $5.3M | 1.52% |
| 14 | SHW SHERWIN WILLIAMS CO | $4.9M | 1.4% |
| 15 | NOBL PROSHARES TR | $4.8M | 1.39% |
| 16 | IJH ISHARES TR | $4.8M | 1.38% |
| 17 | SCZ ISHARES TR | $4.7M | 1.35% |
| 18 | IJR ISHARES TR | $4.6M | 1.32% |
| 19 | BLK BLACKROCK INC | $4.3M | 1.24% |
| 20 | KO COCA COLA CO | $4.2M | 1.22% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.