13F filer

MSH Capital Advisors

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 2056306 SEC filings ↗

13F Value

$575.0M

Positions

320

Top Position

AAPL9.2%

Top 5

18.8%

Latest filing changes

vs Mar 31, 2026

1 AAPL Apple +7.0%+$3.4M

2 NVDA NVIDIA +55.6%+$2.2M

3 VOO Vanguard 500 Index Fund — ETF Shares +55.5%+$1.8M

4 VOOG Vanguard S&P 500 Growth Index Fund — ETF Shares >999%+$1.8M

5 QGRO American Century U.S. Quality Growth ETF +246.3%+$1.8M

Holdings320

#							Trend (4Q)
1	AAPL Apple	9.2%	$52.9M	+7.0%	182.7K	9.2%		Common Stock
2	VEA Vanguard Developed Markets Index Fund — ETF Shares	3.3%	$18.7M	+8.7%	262.7K	3.3%		ETF
3	SDY State Street(R) SPDR(R) S&P(R) Dividend ETF	2.5%	$14.1M	+1.3%	92.8K	2.8%		ETF
4	SCHG Schwab U.S. Large-Cap Growth ETF	2.0%	$11.6M	+7.4%	341.3K	2.0%		ETF
5	JPM JPMorgan Chase	1.9%	$10.9M	+17.2%	33.4K	1.8%		Common Stock
6	SCHD Schwab U.S. Dividend Equity ETF	1.9%	$10.9M	+5.7%	343.6K	2.1%		ETF
7	IEFA iShares Core MSCI EAFE ETF	1.7%	$9.7M	+2.8%	100.6K	1.9%		ETF
8	IVV iShares Core S&P 500 ETF	1.7%	$9.7M	-1.0%	12.9K	1.8%		ETF
9	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.5%	$8.9M	+12.3%	56.4K	1.6%		ETF
10	MSFT Microsoft	1.5%	$8.8M	+13.5%	23.5K	1.6%		Common Stock
11	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.5%	$8.6M	—	100.3K	1.3%	—	ETF
12	IVW iShares S&P 500 Growth ETF	1.4%	$7.8M	+8.7%	56.6K	1.2%		ETF
13	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 20,135 reported quantity $7,195,483 reported value	1.3%	$7.2M	+15.2%	20.1K	1.1%		Common Stock
14	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 14,176 reported quantity $7,093,529 reported value	1.2%	$7.1M	+5.1%	14.2K	1.4%		Common Stock
15	IJH iShares Core S&P Mid-Cap ETF	1.2%	$6.8M	+6.1%	88.2K	1.2%		ETF
16	NOBL ProShares S&P 500 Dividend Aristocrats ETF	1.1%	$6.5M	+7.4%	115.4K	1.2%		ETF
17	IJR iShares Core S&P Small-Cap ETF	1.1%	$6.4M	-1.0%	43.4K	1.2%		ETF
18	NVDA NVIDIA	1.1%	$6.3M	+55.6%	31.3K	0.7%		Common Stock
19	KO Coca-Cola	1.0%	$6.0M	+0.4%	73.8K	1.2%		Common Stock
20	AMZN Amazon	1.0%	$5.8M	+17.6%	24.3K	0.9%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing14

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.