You're signed outSign in or to get full access.
MSH Capital Advisors LLC
MSH Capital Advisors LLC is a privately owned and operated SEC-registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2011, the firm offers investment advisory services primarily to individuals (including high-net-worth individuals), charitable organizations, and government entities. As of April 2025, MSH Capital Advisors manages roughly $1.1 billion in assets and employs 32 people, including a notable proportion of women in executive roles. The firm is independent, family-owned, and emphasizes a client-focused culture, community involvement, and employee well-being. MSH Capital Advisors serves clients through customized financial planning and has strategic affiliations to deliver a full-service wealth management platform.
Investment Strategy
MSH Capital Advisors delivers a modern approach to investing based on goal-driven financial planning and the integration of robust technology solutions. The firm employs a transparent, client-centric process that emphasizes ethical obligations and fiduciary responsibility. MSH Capital Advisors focuses on minimizing conflicts of interest while providing tailored investment management for individuals, high-net-worth clients, charitable organizations, and governmental entities. Affiliated with a full-service broker-dealer and insurance marketing organization, the firm offers comprehensive financial solutions, risk management, and insurance services to address a wide range of client needs. The investment philosophy prioritizes achieving clients' long-term financial goals through collaborative planning and strategic portfolio management.
Latest 13F Filing Activity
MSH Capital Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 240 equity positions with a total 13F market value of $347M. The fund increased holdings in Schwab Strategic TR, Microsoft Corp., Vanguard Tax-managed FDS among other positions. MSH Capital Advisors LLC reduced exposure to Vaneck Etf Trust, Apple Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (240)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SDY | SPDR SERIES TRUST | 3.10% | $10.8M | 79,205 | $128.51 | $135.73 | +$668.1K |
V VEA | VANGUARD TAX-MANAGED FDS | 2.80% | $9.7M | 170,610 | $50.53 | $57.01 | +$1.7M |
S SCHG | SCHWAB STRATEGIC TR | 2.46% | $8.5M | 291,723 | $22.19 | $29.21 | +$1.9M |
I IVV | ISHARES TR | 2.35% | $8.2M | 13,127 | $460.69 | $620.90 | +$754.6K |
M MSFT | MICROSOFT CORP | 2.25% | $7.8M | 15,732 | $326.30 | $497.41 | +$1.9M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more