MSH Capital Advisors LLC
RIA/Wealth
MSH Capital Advisors LLC is a RIA/Wealth based in Scottsdale, AZ led by Katrina Patricia Santamaria, reporting $1.1B in AUM as of Q3 2025 with 54% ETF concentration.
CEOKatrina Patricia Santamaria
- Portfolio Value
- $371.2M
- Positions
- 240
- Top Holding
- VEA at 3.48%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in MSH Capital Advisors LLC's portfolio (24.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.9M | 3.48% | +$2.7M Bought | — 215.6K shares | |
ETF ETF | $11.4M | 3.06% | +$266.0K Bought | — 81.1K shares | |
ETF ETF | $9.8M | 2.64% | +$490.0K Bought | — 307.1K shares | |
Consumer Electronics Technology | $9.7M | 2.61% | +$221.5K Bought | 0.00% 38.0K shares | |
ETF ETF | $8.7M | 2.34% | -$107.8K Sold | — 13.0K shares | |
Banks - Diversified Financial Services | $8.2M | 2.20% | -$253.3K Sold | 0.00% 25.9K shares | |
ETF ETF | $8.2M | 2.20% | +$472.6K Bought | — 299.1K shares | |
Software - Infrastructure Technology | $8.2M | 2.20% | +$15.0K Bought | 0.00% 15.8K shares | |
ETF ETF | $7.2M | 1.94% | +$1.4M Bought | — 82.5K shares | |
Insurance - Diversified Financial Services | $6.7M | 1.79% | +$45.2K Bought | 0.00% 13.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in MSH Capital Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
New Purchases
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for MSH Capital Advisors LLC
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