Canvas Wealth Advisors
Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, CTOS, GOOGL, AAPL, ITOT, and represent 26.42% of Canvas Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PANW, AMZN, IVV, BRK.B, DFUS, AVDE, ITOT, JAAA, ET, CLX.
- Started 20 new stock positions in ET, DHI, MU, IEX, JAAA, HOOD, KVUE, CFFN, FETH, AHL. SCHM, VT, NAD, PFE, AVAV, BYM, VCIT, UNH, ABT, EPD.
- Reduced shares in these 10 stocks: IUSG, AVUV, PLTR, ONEQ, ASML, AVLV, EL, FENI, SPMD, NKE.
- Sold out of its positions in ADP, XRAY, DKNG, EMR, GBIL, ISRG, IGV, MAR, MKC, MRK. NOC, ROG, ULST.
- Canvas Wealth Advisors was a net buyer of stock by $8.0M.
- Canvas Wealth Advisors has $550M in assets under management (AUM), dropping by 8.44%.
- Central Index Key (CIK): 0001858782
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Portfolio Holdings for Canvas Wealth Advisors
Canvas Wealth Advisors holds 214 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.9 | $32M | 62k | 517.35 |
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| Custom Truck One Source Com Cl A (CTOS) | 5.6 | $31M | 4.7M | 6.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.4 | $29M | 120k | 245.35 |
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| Apple (AAPL) | 5.0 | $28M | 107k | 258.02 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.5 | $25M | +3% | 170k | 146.49 |
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| NVIDIA Corporation (NVDA) | 4.2 | $23M | 122k | 187.62 |
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| Palantir Technologies Cl A (PLTR) | 3.9 | $22M | -6% | 125k | 173.07 |
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| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $19M | +9% | 29k | 672.43 |
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| Amazon (AMZN) | 3.3 | $18M | +10% | 82k | 219.51 |
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| Uber Technologies (UBER) | 3.3 | $18M | 186k | 96.60 |
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| Tesla Motors (TSLA) | 3.2 | $18M | +2% | 41k | 429.83 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 3.0 | $17M | -9% | 101k | 165.08 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.6 | $14M | +2% | 110k | 130.66 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.1 | $12M | +8% | 145k | 79.98 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $11M | 411k | 27.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.0 | $11M | +3% | 92k | 120.08 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $9.9M | +3% | 16k | 615.29 |
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| Advanced Micro Devices (AMD) | 1.8 | $9.7M | 59k | 164.67 |
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| Palo Alto Networks (PANW) | 1.5 | $8.1M | +26% | 39k | 207.19 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 1.3 | $7.3M | +3% | 72k | 100.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $6.7M | +23% | 13k | 498.74 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $5.2M | 59k | 88.84 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $5.1M | +8% | 51k | 100.18 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $4.8M | 9.8k | 489.88 |
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| 3M Company (MMM) | 0.8 | $4.6M | -7% | 29k | 158.66 |
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| Clorox Company (CLX) | 0.8 | $4.3M | +17% | 35k | 123.19 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $4.0M | +2% | 8.3k | 481.44 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $3.9M | 13k | 310.03 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.7 | $3.9M | -3% | 36k | 109.21 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.7M | +12% | 11k | 329.97 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.6 | $3.5M | +21% | 66k | 53.13 |
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| Broadcom (AVGO) | 0.6 | $3.5M | +2% | 10k | 338.39 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $3.3M | -3% | 44k | 76.11 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.6 | $3.2M | +10% | 85k | 37.37 |
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| Meta Platforms Cl A (META) | 0.6 | $3.1M | 4.4k | 710.62 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.1M | -8% | 12k | 257.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $3.0M | 4.00 | 750583.25 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.5 | $3.0M | +53% | 41k | 72.79 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $2.9M | -36% | 29k | 100.66 |
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| MercadoLibre (MELI) | 0.5 | $2.9M | 1.3k | 2172.98 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $2.9M | 38k | 74.66 |
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| Nike CL B (NKE) | 0.5 | $2.8M | -15% | 40k | 71.93 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $2.8M | +2% | 55k | 50.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $2.7M | +3% | 11k | 246.45 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.5 | $2.5M | +5% | 54k | 46.33 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.3M | -28% | 2.3k | 1032.23 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $2.3M | -6% | 12k | 187.53 |
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| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.2M | +16% | 21k | 106.38 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.2M | +4% | 22k | 102.07 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $2.1M | 11k | 197.46 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.3 | $1.9M | -26% | 52k | 35.81 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | +9% | 1.8k | 915.47 |
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| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.4M | 33k | 43.08 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $1.4M | +4% | 4.5k | 302.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 22k | 61.06 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $1.3M | +22% | 13k | 107.17 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $1.3M | -9% | 8.3k | 161.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.2M | 1.8k | 669.27 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $1.2M | +73% | 33k | 36.93 |
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| Oracle Corporation (ORCL) | 0.2 | $1.2M | -2% | 4.2k | 286.15 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.2M | +23% | 5.7k | 204.96 |
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| Netflix (NFLX) | 0.2 | $1.2M | +3% | 1.0k | 1153.32 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -4% | 1.4k | 839.89 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | -3% | 17k | 66.93 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.1M | +2% | 9.6k | 116.68 |
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| McDonald's Corporation (MCD) | 0.2 | $1.1M | 3.6k | 300.99 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.1M | 3.6k | 292.18 |
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| Lauder Estee Cos Cl A (EL) | 0.2 | $1.1M | -39% | 12k | 88.02 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.1M | +25% | 8.6k | 122.58 |
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| Home Depot (HD) | 0.2 | $1.0M | 2.6k | 395.13 |
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| Quanta Services (PWR) | 0.2 | $978k | 2.3k | 421.17 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $976k | 1.7k | 580.45 |
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| Sea Sponsord Ads (SE) | 0.2 | $948k | -11% | 5.1k | 184.91 |
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| Fidelity Covington Trust Enhanced Emrngs (FEMR) | 0.2 | $942k | +176% | 30k | 31.58 |
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| California Water Service (CWT) | 0.2 | $938k | +5% | 21k | 45.40 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $923k | -10% | 8.1k | 113.91 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $910k | -52% | 10k | 89.68 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $890k | -11% | 4.2k | 211.15 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $853k | 9.1k | 94.08 |
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| American Centy Etf Tr International Lr (AVIV) | 0.2 | $852k | +8% | 13k | 68.29 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $839k | -2% | 4.4k | 191.23 |
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| Johnson & Johnson (JNJ) | 0.1 | $767k | +2% | 4.1k | 188.65 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $756k | 16k | 48.11 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $750k | +8% | 15k | 50.92 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $724k | NEW | 14k | 50.60 |
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| Bank of America Corporation (BAC) | 0.1 | $702k | 14k | 50.64 |
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| Stryker Corporation (SYK) | 0.1 | $692k | 1.9k | 370.50 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $678k | 16k | 43.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $669k | 10k | 65.77 |
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| Visa Com Cl A (V) | 0.1 | $661k | -2% | 1.9k | 349.85 |
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| Marten Transport (MRTN) | 0.1 | $659k | +7% | 62k | 10.62 |
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| First Solar (FSLR) | 0.1 | $658k | +8% | 2.9k | 230.13 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $648k | NEW | 39k | 16.80 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $614k | +13% | 25k | 24.89 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $613k | -19% | 1.1k | 543.34 |
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| Informatica Com Cl A (INFA) | 0.1 | $604k | -5% | 24k | 24.92 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $596k | 6.6k | 89.97 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $586k | 11k | 52.06 |
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| Abbvie (ABBV) | 0.1 | $581k | 2.5k | 233.91 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $579k | -3% | 1.7k | 336.66 |
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $579k | 5.6k | 103.75 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $567k | -4% | 7.2k | 78.78 |
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| Servicenow (NOW) | 0.1 | $566k | -18% | 620.00 | 912.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $552k | 4.6k | 121.06 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $550k | 1.4k | 403.68 |
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| Werner Enterprises (WERN) | 0.1 | $545k | -8% | 20k | 27.45 |
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| Cisco Systems (CSCO) | 0.1 | $544k | -3% | 8.0k | 67.92 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $540k | -3% | 10k | 53.70 |
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| Solventum Corp Com Shs (SOLV) | 0.1 | $534k | -3% | 7.2k | 74.00 |
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| Intuit (INTU) | 0.1 | $511k | 752.00 | 679.94 |
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| Caterpillar (CAT) | 0.1 | $508k | -3% | 1.0k | 497.85 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $507k | +43% | 4.5k | 111.55 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $506k | +4% | 8.9k | 57.03 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $504k | -3% | 4.5k | 113.25 |
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| Northern Trust Corporation (NTRS) | 0.1 | $502k | -26% | 3.8k | 132.42 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $492k | +21% | 15k | 32.49 |
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| Waters Corporation (WAT) | 0.1 | $489k | +17% | 1.5k | 328.39 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $484k | +31% | 13k | 36.90 |
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| SJW (HTO) | 0.1 | $476k | 10k | 47.13 |
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| Chevron Corporation (CVX) | 0.1 | $453k | +29% | 2.9k | 153.55 |
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| International Business Machines (IBM) | 0.1 | $452k | 1.6k | 288.41 |
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| Aspen Insurance Holdings Ord Shs Cl A (AHL) | 0.1 | $429k | NEW | 12k | 36.71 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $427k | 11k | 38.80 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $419k | -21% | 1.4k | 295.12 |
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| Eaton Corp SHS (ETN) | 0.1 | $403k | 1.1k | 373.48 |
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| BlackRock Insured Municipal Income Trust (BYM) | 0.1 | $395k | NEW | 36k | 10.92 |
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| Nushares Etf Tr Nuveen High Yiel (NHYM) | 0.1 | $394k | +52% | 16k | 24.61 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $393k | 1.5k | 257.74 |
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| Diageo Spon Adr New (DEO) | 0.1 | $391k | 4.1k | 96.27 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $390k | 8.9k | 43.73 |
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| Pepsi (PEP) | 0.1 | $383k | +37% | 2.7k | 141.98 |
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| O'reilly Automotive (ORLY) | 0.1 | $375k | 3.6k | 104.79 |
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| Ge Aerospace Com New (GE) | 0.1 | $368k | 1.2k | 297.00 |
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| UnitedHealth (UNH) | 0.1 | $361k | NEW | 1.0k | 360.30 |
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| Becton, Dickinson and (BDX) | 0.1 | $357k | -28% | 1.8k | 193.58 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $356k | +6% | 2.4k | 145.81 |
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| Verizon Communications (VZ) | 0.1 | $353k | +43% | 8.1k | 43.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $352k | -11% | 583.00 | 603.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $351k | 1.6k | 217.72 |
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| Globe Life (GL) | 0.1 | $349k | -50% | 2.5k | 137.60 |
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| Metropcs Communications (TMUS) | 0.1 | $348k | 1.5k | 230.27 |
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| Morgan Stanley Com New (MS) | 0.1 | $341k | 2.2k | 157.59 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $338k | +2% | 4.9k | 69.09 |
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| Nextera Energy (NEE) | 0.1 | $331k | 4.1k | 80.06 |
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| Arista Networks Com Shs (ANET) | 0.1 | $330k | 2.3k | 145.50 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $328k | +5% | 9.9k | 33.12 |
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| Applied Materials (AMAT) | 0.1 | $317k | +10% | 1.5k | 217.53 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 0.1 | $310k | -64% | 5.4k | 57.64 |
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| Altria (MO) | 0.1 | $310k | +19% | 4.7k | 65.73 |
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| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.1 | $307k | +13% | 9.2k | 33.20 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $301k | +19% | 1.1k | 269.57 |
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| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $299k | 3.6k | 84.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $298k | 1.2k | 245.83 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $296k | -9% | 956.00 | 309.24 |
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| S&p Global (SPGI) | 0.1 | $293k | -5% | 611.00 | 479.81 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $292k | +4% | 19k | 15.31 |
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| Mid-America Apartment (MAA) | 0.1 | $292k | +21% | 2.1k | 136.70 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $286k | -73% | 3.9k | 72.69 |
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| Travelers Companies (TRV) | 0.1 | $286k | 1.0k | 284.56 |
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| Blackrock (BLK) | 0.1 | $286k | 246.00 | 1160.69 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $285k | +7% | 4.6k | 62.67 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $280k | +3% | 1.7k | 166.58 |
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| American Express Company (AXP) | 0.1 | $275k | 834.00 | 330.24 |
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| IDEX Corporation (IEX) | 0.0 | $274k | NEW | 1.6k | 167.00 |
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| Procter & Gamble Company (PG) | 0.0 | $273k | -16% | 1.8k | 152.28 |
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| Prosperity Bancshares (PB) | 0.0 | $273k | 4.2k | 65.82 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $271k | 5.0k | 54.79 |
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| Pfizer (PFE) | 0.0 | $271k | NEW | 9.9k | 27.37 |
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| Philip Morris International (PM) | 0.0 | $270k | -4% | 1.8k | 153.27 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $270k | 357.00 | 755.73 |
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| TJX Companies (TJX) | 0.0 | $270k | +2% | 1.9k | 141.33 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $269k | 7.0k | 38.27 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $268k | 3.4k | 78.73 |
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| Fidelity Ethereum SHS (FETH) | 0.0 | $261k | NEW | 5.8k | 45.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $260k | +7% | 1.5k | 168.40 |
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| Enterprise Products Partners (EPD) | 0.0 | $259k | NEW | 8.2k | 31.66 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $253k | 1.2k | 207.84 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $253k | 11k | 23.73 |
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| Wells Fargo & Company (WFC) | 0.0 | $253k | 3.1k | 80.67 |
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| Qiagen Nv Com Shs (QGEN) | 0.0 | $252k | -15% | 5.4k | 46.80 |
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| Hologic (HOLX) | 0.0 | $252k | -30% | 3.7k | 68.22 |
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| Martin Marietta Materials (MLM) | 0.0 | $250k | 394.00 | 635.01 |
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| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $250k | NEW | 22k | 11.63 |
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| Linde SHS (LIN) | 0.0 | $246k | -11% | 528.00 | 466.74 |
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| salesforce (CRM) | 0.0 | $245k | -3% | 1.0k | 240.36 |
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| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $244k | 5.4k | 44.97 |
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| PNC Financial Services (PNC) | 0.0 | $244k | +2% | 1.2k | 198.46 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $244k | 189.00 | 1288.83 |
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| Kkr & Co (KKR) | 0.0 | $244k | -5% | 1.9k | 127.65 |
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| Amphenol Corp Cl A (APH) | 0.0 | $243k | 2.0k | 122.22 |
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| AeroVironment (AVAV) | 0.0 | $242k | NEW | 645.00 | 374.64 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $241k | NEW | 1.6k | 148.67 |
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| D.R. Horton (DHI) | 0.0 | $241k | NEW | 1.4k | 174.93 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $240k | 7.5k | 31.75 |
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| Micron Technology (MU) | 0.0 | $237k | NEW | 1.3k | 187.83 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $231k | 2.4k | 95.08 |
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| Coca-Cola Company (KO) | 0.0 | $227k | -21% | 3.4k | 66.65 |
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| Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) | 0.0 | $222k | 4.3k | 52.18 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $220k | 3.2k | 68.71 |
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| Zscaler Incorporated (ZS) | 0.0 | $220k | 720.00 | 305.41 |
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| At&t (T) | 0.0 | $218k | 8.1k | 27.06 |
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| Kenvue (KVUE) | 0.0 | $218k | NEW | 14k | 15.81 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $216k | 836.00 | 258.43 |
|
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| Henry Schein (HSIC) | 0.0 | $216k | -18% | 3.2k | 67.03 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $204k | NEW | 1.5k | 139.07 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $202k | NEW | 2.4k | 84.06 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $201k | NEW | 6.7k | 30.04 |
|
| Deere & Company (DE) | 0.0 | $201k | -4% | 434.00 | 462.88 |
|
| Abbott Laboratories (ABT) | 0.0 | $200k | NEW | 1.5k | 134.59 |
|
| Ford Motor Company (F) | 0.0 | $153k | -7% | 12k | 12.67 |
|
| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.0 | $128k | 14k | 9.20 |
|
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| Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $122k | 20k | 6.10 |
|
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| Capitol Federal Financial (CFFN) | 0.0 | $105k | NEW | 17k | 6.28 |
|
| Selectquote Ord (SLQT) | 0.0 | $32k | 15k | 2.10 |
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Past Filings by Canvas Wealth Advisors
SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021
- 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
- Canvas Wealth Advisors 2021 Q4 filed Jan. 19, 2022