Canvas Wealth Advisors
Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CTOS, GOOGL, MSFT, AAPL, ITOT, and represent 27.76% of Canvas Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CTOS (+$13M), HOOD, DFUS, NOW, AMZN, BUSE, CLX, BINC, AVAV, PANW.
- Started 18 new stock positions in VNQ, ATR, EG, BBEU, LPRE, AEP, APO, XLK, CAH, BUSE. LNN, MRK, IBIT, XLP, ISRG, MAR, CB, PLD.
- Reduced shares in these 10 stocks: FELC, PLTR, AMD, VTV, EL, INFA, WAT, NVDA, GOOGL, AAPL.
- Sold out of its positions in T, ABT, FETH, IEX, INFA, MDLZ, VT, WAT, ZS, LIN.
- Canvas Wealth Advisors was a net buyer of stock by $33M.
- Canvas Wealth Advisors has $589M in assets under management (AUM), dropping by 7.09%.
- Central Index Key (CIK): 0001858782
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Portfolio Holdings for Canvas Wealth Advisors
Canvas Wealth Advisors holds 222 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Custom Truck One Source Com Cl A (CTOS) | 6.9 | $41M | +48% | 7.1M | 5.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $37M | 119k | 313.00 |
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| Microsoft Corporation (MSFT) | 5.3 | $31M | +2% | 64k | 483.62 |
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| Apple (AAPL) | 4.9 | $29M | 106k | 271.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.4 | $26M | 173k | 148.69 |
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| NVIDIA Corporation (NVDA) | 3.8 | $22M | 120k | 186.50 |
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| Palantir Technologies Cl A (PLTR) | 3.5 | $21M | -6% | 117k | 177.75 |
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| Amazon (AMZN) | 3.5 | $21M | +9% | 89k | 230.82 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.4 | $20M | +2% | 29k | 684.94 |
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| Tesla Motors (TSLA) | 3.3 | $19M | +4% | 43k | 449.72 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 2.9 | $17M | 101k | 167.94 |
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| Uber Technologies (UBER) | 2.6 | $16M | +2% | 190k | 81.71 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.5 | $15M | +2% | 113k | 132.37 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.2 | $13M | +6% | 154k | 82.32 |
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| Advanced Micro Devices (AMD) | 1.9 | $11M | -10% | 53k | 214.16 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $11M | 93k | 120.18 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.9 | $11M | 405k | 27.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $10M | +2% | 17k | 627.11 |
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| Palo Alto Networks (PANW) | 1.4 | $8.2M | +14% | 45k | 184.20 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.3 | $7.6M | +3% | 75k | 102.54 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.0M | +4% | 14k | 502.64 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $5.5M | +9% | 55k | 99.88 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.9 | $5.4M | +79% | 73k | 74.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.4M | +2% | 60k | 89.46 |
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| Clorox Company (CLX) | 0.9 | $5.2M | +47% | 51k | 100.83 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.9 | $5.1M | +44% | 96k | 52.77 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $4.7M | +14% | 15k | 322.22 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $4.7M | 9.9k | 468.76 |
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| 3M Company (MMM) | 0.8 | $4.5M | -3% | 28k | 160.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $3.9M | -3% | 8.1k | 487.86 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $3.9M | -2% | 35k | 111.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.8M | 11k | 335.26 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $3.7M | +8% | 48k | 77.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $3.5M | 11k | 313.81 |
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| Broadcom (AVGO) | 0.6 | $3.5M | -2% | 10k | 346.09 |
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| Meta Platforms Cl A (META) | 0.6 | $3.4M | +17% | 5.1k | 660.03 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $3.3M | +18% | 65k | 50.77 |
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| MercadoLibre (MELI) | 0.6 | $3.2M | +21% | 1.6k | 2014.26 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $3.1M | 12k | 257.95 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $3.0M | +5% | 40k | 75.44 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $3.0M | +20% | 65k | 46.31 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.0M | 4.00 | 754800.00 |
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| Wal-Mart Stores (WMT) | 0.5 | $2.9M | +19% | 26k | 111.61 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $2.9M | +1495% | 26k | 113.10 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $2.8M | -6% | 27k | 101.98 |
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| Nike CL B (NKE) | 0.4 | $2.6M | +2% | 41k | 64.09 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.2M | -2% | 21k | 107.11 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.1M | 11k | 199.68 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.1M | -12% | 2.0k | 1069.67 |
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| Servicenow (NOW) | 0.3 | $2.0M | +1995% | 13k | 153.19 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | +19% | 2.1k | 862.41 |
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| First Busey Corp Com New (BUSE) | 0.3 | $1.7M | NEW | 72k | 23.79 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.7M | -27% | 8.9k | 190.99 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.3 | $1.7M | -10% | 46k | 36.58 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | +3% | 1.4k | 1074.70 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.4M | +2% | 4.7k | 302.09 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $1.4M | +86% | 27k | 51.05 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.4M | -2% | 32k | 42.87 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.4M | +13% | 6.5k | 210.34 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 22k | 62.47 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.4M | 8.4k | 160.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.3M | +5% | 1.9k | 681.97 |
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| AeroVironment (AVAV) | 0.2 | $1.3M | +706% | 5.2k | 241.89 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $1.2M | -4% | 31k | 37.78 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | 17k | 67.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.1M | +3% | 3.8k | 303.88 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.1M | +2% | 9.8k | 113.92 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | 3.5k | 305.60 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $1.1M | +57% | 16k | 66.00 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $1.0M | +9% | 8.9k | 115.10 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $1.0M | +8% | 11k | 91.40 |
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| California Water Service (CWT) | 0.2 | $1.0M | +11% | 23k | 43.33 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $943k | NEW | 11k | 88.49 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $924k | -3% | 1.6k | 570.88 |
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| Quanta Services (PWR) | 0.2 | $914k | -6% | 2.2k | 422.06 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $894k | 8.9k | 99.91 |
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| American Centy Etf Tr International Lr (AVIV) | 0.2 | $883k | 12k | 71.23 |
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| Fidelity Covington Trust Enhanced Emrngs (FEMR) | 0.1 | $879k | -9% | 27k | 32.54 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $871k | -9% | 11k | 76.23 |
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| Marten Transport (MRTN) | 0.1 | $869k | +23% | 76k | 11.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $837k | 4.4k | 191.56 |
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| Johnson & Johnson (JNJ) | 0.1 | $801k | -4% | 3.9k | 206.97 |
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| Home Depot (HD) | 0.1 | $799k | -9% | 2.3k | 344.06 |
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| Oracle Corporation (ORCL) | 0.1 | $798k | -2% | 4.1k | 194.93 |
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| Bank of America Corporation (BAC) | 0.1 | $732k | -3% | 13k | 55.00 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $727k | -17% | 7.1k | 102.52 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $723k | 14k | 50.58 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $710k | -5% | 15k | 47.99 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $691k | 16k | 44.41 |
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| Kenvue (KVUE) | 0.1 | $690k | +190% | 40k | 17.25 |
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| Werner Enterprises (WERN) | 0.1 | $649k | +8% | 22k | 30.01 |
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| Stryker Corporation (SYK) | 0.1 | $648k | 1.8k | 351.47 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $641k | -28% | 3.0k | 211.82 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $636k | 39k | 16.49 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $632k | +6% | 12k | 52.80 |
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| Sea Sponsord Ads (SE) | 0.1 | $629k | -3% | 4.9k | 127.57 |
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| First Solar (FSLR) | 0.1 | $619k | -17% | 2.4k | 261.23 |
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| Visa Com Cl A (V) | 0.1 | $612k | -7% | 1.7k | 350.72 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $611k | 6.6k | 92.30 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $608k | -51% | 5.8k | 104.72 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $604k | -2% | 1.7k | 360.13 |
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| Aspen Insurance Holdings Ord Shs Cl A (AHL) | 0.1 | $592k | +36% | 16k | 37.10 |
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| Netflix (NFLX) | 0.1 | $588k | +520% | 6.3k | 93.76 |
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| Caterpillar (CAT) | 0.1 | $588k | 1.0k | 572.87 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $584k | +2% | 7.4k | 79.24 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $582k | -5% | 23k | 24.94 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $579k | +2% | 7.3k | 78.81 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $576k | 5.6k | 103.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $568k | +6% | 4.7k | 120.33 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $563k | 1.4k | 412.77 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $556k | +11% | 17k | 33.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $555k | 4.5k | 123.26 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $552k | 10k | 54.84 |
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| Mid-America Apartment (MAA) | 0.1 | $547k | +84% | 3.9k | 138.91 |
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| Cisco Systems (CSCO) | 0.1 | $544k | -11% | 7.1k | 77.03 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $537k | +7% | 14k | 38.11 |
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| SJW (HTO) | 0.1 | $526k | +6% | 11k | 48.99 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $519k | 9.0k | 57.67 |
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| Abbvie (ABBV) | 0.1 | $515k | -9% | 2.3k | 228.49 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $501k | 4.5k | 110.19 |
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| Intuit (INTU) | 0.1 | $501k | 756.00 | 662.42 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $496k | +13% | 13k | 39.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $451k | -31% | 778.00 | 579.50 |
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| International Business Machines (IBM) | 0.1 | $451k | -2% | 1.5k | 296.25 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $436k | +4% | 2.5k | 171.44 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $409k | +49% | 5.1k | 80.22 |
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| Northern Trust Corporation (NTRS) | 0.1 | $407k | -21% | 3.0k | 137.48 |
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| Qiagen Nv Com Shs | 0.1 | $406k | +67% | 9.0k | 44.97 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $406k | 1.4k | 290.13 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $403k | 8.9k | 45.21 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.1 | $402k | 37k | 10.94 |
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| Nushares Etf Tr Nuveen High Yiel (NHYM) | 0.1 | $397k | 16k | 24.80 |
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| Ge Aerospace Com New (GE) | 0.1 | $397k | +3% | 1.3k | 308.03 |
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| Pepsi (PEP) | 0.1 | $396k | 2.7k | 144.96 |
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| Chevron Corporation (CVX) | 0.1 | $383k | -14% | 2.5k | 152.41 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $380k | +12% | 11k | 34.21 |
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| Morgan Stanley Com New (MS) | 0.1 | $378k | 2.1k | 177.53 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $369k | +15% | 11k | 34.46 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $363k | +6% | 5.2k | 69.67 |
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| Nextera Energy (NEE) | 0.1 | $360k | +8% | 4.5k | 80.28 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $355k | -9% | 1.4k | 256.10 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $350k | -2% | 569.00 | 614.31 |
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| Procter & Gamble Company (PG) | 0.1 | $349k | +35% | 2.4k | 143.32 |
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| Eaton Corp SHS (ETN) | 0.1 | $346k | 1.1k | 318.52 |
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| Coca-Cola Company (KO) | 0.1 | $346k | +45% | 4.9k | 69.91 |
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| Aptar (ATR) | 0.1 | $342k | NEW | 2.8k | 121.97 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $339k | +10% | 3.9k | 85.91 |
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| Globe Life (GL) | 0.1 | $338k | -4% | 2.4k | 139.84 |
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| Exchange Listed Fds Tr Long Pond Real E (LPRE) | 0.1 | $332k | NEW | 12k | 26.69 |
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| O'reilly Automotive (ORLY) | 0.1 | $324k | 3.6k | 91.21 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $321k | NEW | 2.2k | 143.97 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $321k | 1.1k | 287.85 |
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| S&p Global (SPGI) | 0.1 | $318k | 608.00 | 522.59 |
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| Micron Technology (MU) | 0.1 | $316k | -12% | 1.1k | 285.41 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $316k | +5% | 4.2k | 75.77 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $313k | 1.7k | 183.40 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $313k | -11% | 1.4k | 219.78 |
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| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $308k | 5.3k | 57.91 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $307k | -90% | 8.1k | 38.17 |
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| Hologic (HOLX) | 0.1 | $307k | +11% | 4.1k | 74.49 |
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| American Express Company (AXP) | 0.1 | $305k | 825.00 | 369.95 |
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| Metropcs Communications (TMUS) | 0.1 | $300k | -2% | 1.5k | 203.04 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $299k | -6% | 18k | 16.74 |
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| Merck & Co (MRK) | 0.1 | $296k | NEW | 2.8k | 105.26 |
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| TJX Companies (TJX) | 0.1 | $296k | 1.9k | 153.61 |
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| Arista Networks Com Shs (ANET) | 0.0 | $294k | 2.2k | 131.03 |
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| Becton, Dickinson and (BDX) | 0.0 | $291k | -18% | 1.5k | 194.07 |
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| Prosperity Bancshares (PB) | 0.0 | $289k | 4.2k | 69.71 |
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| Wells Fargo & Company (WFC) | 0.0 | $288k | 3.1k | 93.20 |
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| Verizon Communications (VZ) | 0.0 | $283k | -14% | 6.9k | 40.73 |
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| Travelers Companies (TRV) | 0.0 | $280k | -3% | 965.00 | 290.06 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $279k | -6% | 1.1k | 246.16 |
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| Amphenol Corp Cl A (APH) | 0.0 | $279k | +3% | 2.1k | 135.39 |
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| Apollo Global Mgmt (APO) | 0.0 | $277k | NEW | 1.9k | 144.76 |
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| salesforce (CRM) | 0.0 | $270k | 1.0k | 264.91 |
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| UnitedHealth (UNH) | 0.0 | $269k | -18% | 816.00 | 330.15 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $266k | 7.0k | 37.87 |
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| Enterprise Products Partners (EPD) | 0.0 | $266k | 8.3k | 32.06 |
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| Pfizer (PFE) | 0.0 | $264k | +6% | 11k | 24.90 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $263k | 22k | 12.02 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $261k | -2% | 4.8k | 53.76 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $258k | 1.2k | 212.07 |
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| PNC Financial Services (PNC) | 0.0 | $255k | 1.2k | 208.73 |
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| Blackrock (BLK) | 0.0 | $254k | -3% | 237.00 | 1070.34 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $252k | NEW | 445.00 | 566.36 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $252k | -6% | 334.00 | 753.96 |
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| Cardinal Health (CAH) | 0.0 | $251k | NEW | 1.2k | 205.53 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $250k | 188.00 | 1329.85 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $250k | -16% | 794.00 | 314.80 |
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| Martin Marietta Materials (MLM) | 0.0 | $250k | 401.00 | 622.90 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $247k | NEW | 3.2k | 77.68 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $247k | 7.5k | 32.73 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $244k | -4% | 10k | 24.04 |
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| Philip Morris International (PM) | 0.0 | $243k | -14% | 1.5k | 160.40 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $242k | 5.4k | 44.55 |
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| Henry Schein (HSIC) | 0.0 | $242k | 3.2k | 75.58 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $241k | 839.00 | 287.25 |
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| Altria (MO) | 0.0 | $238k | -12% | 4.1k | 57.66 |
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| Applied Materials (AMAT) | 0.0 | $238k | -36% | 924.00 | 256.99 |
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| Kkr & Co (KKR) | 0.0 | $237k | -2% | 1.9k | 127.48 |
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| Lindsay Corporation (LNN) | 0.0 | $232k | NEW | 2.0k | 117.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $232k | 2.4k | 96.03 |
|
|
| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.0 | $227k | 4.3k | 52.87 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $226k | -5% | 1.5k | 154.14 |
|
| Everest Re Group (EG) | 0.0 | $225k | NEW | 663.00 | 339.41 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $217k | NEW | 700.00 | 310.37 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $215k | +46% | 4.7k | 45.89 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $212k | -39% | 2.5k | 86.27 |
|
| Chubb (CB) | 0.0 | $212k | NEW | 677.00 | 313.09 |
|
| Deere & Company (DE) | 0.0 | $205k | 441.00 | 465.57 |
|
|
| American Electric Power Company (AEP) | 0.0 | $205k | NEW | 1.8k | 115.31 |
|
| Prologis (PLD) | 0.0 | $203k | NEW | 1.6k | 127.66 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $202k | NEW | 4.1k | 49.65 |
|
| D.R. Horton (DHI) | 0.0 | $202k | 1.4k | 144.01 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $201k | 6.7k | 30.07 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $201k | 2.4k | 83.75 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $200k | NEW | 2.7k | 73.30 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $200k | 20k | 10.00 |
|
|
| Ford Motor Company (F) | 0.0 | $163k | +3% | 12k | 13.12 |
|
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $127k | 14k | 9.16 |
|
|
| Capitol Federal Financial (CFFN) | 0.0 | $115k | 17k | 6.81 |
|
|
| Selectquote Ord (SLQT) | 0.0 | $21k | 15k | 1.41 |
|
Past Filings by Canvas Wealth Advisors
SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021
- Canvas Wealth Advisors 2025 Q4 filed Jan. 12, 2026
- Canvas Wealth Advisors 2025 Q3 filed Nov. 5, 2025
- Canvas Wealth Advisors 2025 Q2 filed July 30, 2025
- Canvas Wealth Advisors 2025 Q1 filed April 24, 2025
- Canvas Wealth Advisors 2024 Q4 filed Jan. 28, 2025
- Canvas Wealth Advisors 2024 Q3 filed Oct. 15, 2024
- Canvas Wealth Advisors 2024 Q2 filed Aug. 1, 2024
- Canvas Wealth Advisors 2024 Q1 filed April 23, 2024
- Canvas Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Canvas Wealth Advisors 2023 Q3 filed Oct. 24, 2023
- Canvas Wealth Advisors 2023 Q2 filed July 26, 2023
- Canvas Wealth Advisors 2023 Q1 filed April 28, 2023
- Canvas Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Canvas Wealth Advisors 2022 Q3 filed Oct. 31, 2022
- Canvas Wealth Advisors 2022 Q2 filed July 25, 2022
- Canvas Wealth Advisors 2022 Q1 filed May 9, 2022