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Marcy Crites

Msh Capital Advisors Llc

Assets Managed
$472.489M
Holdings
273
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
0.96%(2Q avg: 13.2%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Msh Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 273 positions.

Assets under management

The assets under management (AUM) of Msh Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 472.489M in assets, with a quarterly growth rate of 0.96% and a 2-quarter average growth rate of 13.2%. The portfolio is managed by Marcy Crites, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.31%
9.18%
$43.344M
170,789 shares@ $253.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.37%
3.28%
$15.483M
241,612 shares@ $64.09 avg price
SDY
Spdr S&p Dividend Etf
Recent Activity
Increased 9.21%
2.84%
$13.382M
91,692 shares@ $145.95 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 4.01%
2.12%
$9.974M
325,088 shares@ $30.69 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 0.65%
1.96%
$9.255M
317,714 shares@ $29.13 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 17.62%
1.88%
$8.856M
97,828 shares@ $90.54 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.18%
1.81%
$8.515M
13,035 shares@ $653.23 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.8%
1.78%
$8.377M
28,476 shares@ $294.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 7.59%
1.63%
$7.665M
20,706 shares@ $370.17 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 4.23%
1.58%
$7.429M
50,165 shares@ $148.1 avg price

1-10 of 273