13F Filings History of MSH Capital Advisors LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$468,039,118
Signature - Title
Marcy Crites - Chief Financial Officer
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by MSH Capital Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MSH Capital Advisors LLC reported 274 stock holdings with total value $468,039,118 as of Q4 2025. Top holdings included AAPL, VEA, SDY, SCHG, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 274 $468,039,118 +$95,484,977 -$4,251,168 +$91,233,809 AAPL, VEA, SDY, SCHG, JPM 13F-HR 09 Feb 2026, 11:29
Q3 2025 243 $373,115,328 +$21,229,265 -$15,854,345 +$5,374,920 VEA, SDY, SCHG, AAPL, IVV 13F-HR 06 Nov 2025, 16:14
Q2 2025 242 $347,086,057 +$21,280,755 -$15,590,364 +$5,690,391 SDY, VEA, SCHG, IVV, MSFT 13F-HR 23 Jul 2025, 20:26
Q1 2025 231 $323,363,082 +$18,935,170 -$12,319,297 +$6,615,873 SDY, AAPL, VEA, IVV, SCHD 13F-HR 12 May 2025, 20:04
Q4 2024 226 $317,617,114 +$27,684,521 -$24,286,230 +$3,398,291 AAPL, SDY, IVV, JPM, VEA 13F-HR 13 Feb 2025, 16:58
Q3 2024 227 $327,004,478 +$16,555,080 -$10,984,878 +$5,570,202 AAPL, SDY, VEA, IVV, MSFT 13F-HR 13 Feb 2025, 17:51
Q2 2024 222 $299,271,430 +$24,631,904 -$8,612,086 +$16,019,818 AAPL, GDX, IVV, VEA, SDY 13F-HR 13 Feb 2025, 17:49
Q1 2024 214 $284,641,890 +$25,341,124 -$20,758,778 +$4,582,346 GDX, IVV, VEA, SDY, AAPL 13F-HR 13 Feb 2025, 17:47
Q4 2023 213 $267,650,432 +$14,534,230 -$25,624,848 -$11,090,618 GDX, AAPL, VEA, IVV, MSFT 13F-HR 13 Feb 2025, 17:45
Q3 2023 215 $254,942,380 +$9,048,313 -$17,016,030 -$7,967,717 IVV, GDX, AAPL, VEA, MSFT 13F-HR 13 Feb 2025, 17:43
Q2 2023 213 $272,890,808 +$36,601,902 -$5,076,099 +$31,525,803 IVV, AAPL, GDX, VEA, MSFT 13F-HR 13 Feb 2025, 17:40
Q1 2023 199 $234,099,655 +$10,397,191 -$6,797,230 +$3,599,961 GDX, IVV, VEA, AAPL, MSFT 13F-HR 13 Feb 2025, 17:38
Q4 2022 194 $221,333,328 +$15,706,728 -$13,146,224 +$2,560,504 IVV, GDX, VEA, AAPL, IJH 13F-HR 13 Feb 2025, 17:35
Q3 2022 189 $203,033,828 +$8,380,564 -$5,205,474 +$3,175,090 AAPL, IVV, VEA, GDX, VUG 13F-HR 13 Feb 2025, 17:32
Q2 2022 191 $215,227,068 +$18,306,267 -$8,773,384 +$9,532,883 AAPL, VEA, GDX, IVV, VUG 13F-HR 13 Feb 2025, 17:29
Q1 2022 198 $242,281,363 +$33,178,055 -$4,891,703 +$28,286,352 AAPL, IVV, VEA, VUG, GDX 13F-HR 13 Feb 2025, 17:26
Q4 2021 179 $223,309,783 $0 $0 $0 AAPL, IVV, VEA, VUG, SCZ 13F-HR 13 Feb 2025, 17:22