MSH Capital Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 369 distinct positions held by the firm.
The filing identifies Marcy Crites as the Chief Financial Officer responsible for the report. The firm's principal place of business is listed as Scottsdale, Arizona.
The portfolio consists of a mix of individual equities and exchange-traded funds (ETFs). Notable holdings include Apple Inc., with 183,466 shares; Amazon.com Inc., with 26,226 shares; and Chevron Corporation, with 10,339 shares. The filing also lists significant positions in Berkshire Hathaway Inc. Class B, with 14,026 shares, and BlackRock Inc., with 4,192 shares.
ETFs represent a substantial portion of the disclosed portfolio. The firm holds shares in the iShares Core S&P 500 ETF, with 12,918 shares, and the Invesco QQQ Trust, with 4,350 shares. Other ETFs listed include the iShares Core S&P Mid-Cap ETF, the iShares Core S&P Small-Cap ETF, and various bond and sector-specific funds.
