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 27.20% of Canvas Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVLC (+$6.8M), AMZN, DFAC, MSFT, JMST, MINO, AVDE, PANW, ITOT, CRWD.
- Started 38 new stock positions in USB, LIN, ADBE, QQQM, T, LMT, LYB, AVLC, AMGN, COWZ.
- Reduced shares in these 10 stocks: IVV (-$9.5M), MMM, DFUS, BUSE, FENI, AVUS, ONEQ, IEFA, BINC, .
- Sold out of its positions in BYM, BN, DHI, DEO, ONEQ, GPIQ, Hologic, BBEU, MLM, PLD. HTO, SPDW, CRM, HSIC, SLQT, TTWO, UNH, VCIT, AHL, Qiagen Nv.
- Canvas Wealth Advisors was a net buyer of stock by $28M.
- Canvas Wealth Advisors has $588M in assets under management (AUM), dropping by -0.16%.
- Central Index Key (CIK): 0001858782
Tip: Access up to 7 years of quarterly data
Positions held by Canvas Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Canvas Wealth Advisors
Canvas Wealth Advisors holds 240 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Custom Truck One Source Com Cl A (CTOS) | 7.8 | $46M | 7.0M | 6.57 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $34M | 117k | 287.56 |
|
|
| Microsoft Corporation (MSFT) | 4.6 | $27M | +13% | 73k | 370.17 |
|
| Apple (AAPL) | 4.6 | $27M | 106k | 253.79 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 4.5 | $26M | +6% | 185k | 142.43 |
|
| Amazon (AMZN) | 4.0 | $23M | +25% | 112k | 208.27 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $21M | 122k | 174.41 |
|
|
| Palantir Technologies Cl A (PLTR) | 3.0 | $18M | +4% | 121k | 146.28 |
|
| Tesla Motors (TSLA) | 2.8 | $17M | +4% | 45k | 371.75 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 2.6 | $15M | 99k | 155.11 |
|
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.6 | $15M | +15% | 178k | 84.84 |
|
| Uber Technologies (UBER) | 2.4 | $14M | +5% | 200k | 71.93 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 2.4 | $14M | 114k | 125.13 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $12M | -4% | 389k | 30.68 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $11M | -2% | 91k | 124.31 |
|
| Advanced Micro Devices (AMD) | 1.8 | $10M | -3% | 51k | 203.43 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.7 | $10M | 17k | 597.55 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $9.7M | -49% | 15k | 653.23 |
|
| Palo Alto Networks (PANW) | 1.5 | $8.9M | +24% | 56k | 160.32 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 1.3 | $7.8M | +2% | 77k | 102.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $7.0M | +3% | 15k | 479.19 |
|
| American Centy Etf Tr Avantis Us Larg (AVLC) | 1.2 | $6.8M | NEW | 87k | 77.55 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $5.8M | +4% | 58k | 99.27 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $5.5M | +41% | 14k | 390.41 |
|
| Clorox Company (CLX) | 0.9 | $5.5M | +3% | 53k | 103.63 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.8 | $4.7M | +23% | 58k | 80.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $4.5M | -18% | 49k | 90.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $4.3M | 15k | 294.16 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.7 | $4.1M | +38% | 91k | 45.76 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.7 | $4.1M | -17% | 79k | 51.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $3.8M | +6% | 12k | 320.81 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $3.8M | +685% | 99k | 38.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $3.7M | +5% | 8.5k | 436.80 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.6 | $3.6M | +160% | 71k | 50.98 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.6 | $3.3M | -35% | 47k | 70.91 |
|
| Wal-Mart Stores (WMT) | 0.6 | $3.2M | 26k | 124.53 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $3.2M | +10% | 5.7k | 572.10 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.2M | +2% | 11k | 286.87 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $3.2M | +2% | 41k | 77.11 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $3.2M | +5% | 29k | 110.47 |
|
| Broadcom (AVGO) | 0.5 | $3.1M | 10k | 309.51 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $3.1M | 12k | 261.92 |
|
|
| MercadoLibre (MELI) | 0.5 | $3.1M | +11% | 1.8k | 1729.02 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $2.9M | -11% | 58k | 50.61 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.9M | 4.00 | 718140.00 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $2.8M | +57% | 41k | 69.30 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $2.8M | -28% | 25k | 111.18 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $2.3M | -12% | 1.7k | 1320.60 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $2.1M | -3% | 20k | 106.15 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.1M | 2.1k | 996.51 |
|
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.3 | $2.0M | NEW | 45k | 45.17 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.9M | 11k | 181.42 |
|
|
| Servicenow (NOW) | 0.3 | $1.9M | +36% | 18k | 104.55 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.8M | +3% | 9.2k | 196.21 |
|
| AeroVironment (AVAV) | 0.3 | $1.7M | +74% | 9.1k | 183.04 |
|
| Nike CL B (NKE) | 0.3 | $1.5M | -29% | 29k | 53.40 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $1.5M | +113% | 15k | 97.60 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $1.5M | +6% | 35k | 42.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $1.4M | 4.7k | 302.27 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.4M | 6.5k | 213.67 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 22k | 64.08 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.4M | +7% | 4.0k | 338.88 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $1.4M | +258% | 38k | 35.53 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $1.3M | +7% | 2.1k | 650.39 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.3M | 1.4k | 919.79 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $1.3M | +23% | 11k | 116.29 |
|
| American Centy Etf Tr International Lr (AVIV) | 0.2 | $1.3M | +35% | 17k | 74.83 |
|
| Fidelity Covington Trust Enhanced Small (FESM) | 0.2 | $1.2M | +3% | 32k | 38.00 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 0.2 | $1.1M | NEW | 31k | 36.76 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $1.1M | +19% | 13k | 88.70 |
|
| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.2 | $1.1M | NEW | 31k | 35.04 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.1M | 9.8k | 111.37 |
|
|
| Quanta Services (PWR) | 0.2 | $1.1M | -9% | 2.0k | 549.02 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.1M | -3% | 3.4k | 310.76 |
|
| Equipmentshare Com Cl A | 0.2 | $1.1M | NEW | 52k | 20.37 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.0M | +338% | 3.5k | 298.85 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $1.0M | +78% | 30k | 34.55 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $1.0M | NEW | 17k | 62.56 |
|
| California Water Service (CWT) | 0.2 | $1.0M | 23k | 45.34 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $980k | 8.3k | 118.62 |
|
|
| Marten Transport (MRTN) | 0.2 | $967k | -3% | 74k | 13.13 |
|
| Palmer Square Funds Tr Clo Sr Debt Etf (PSQA) | 0.2 | $944k | NEW | 46k | 20.44 |
|
| Johnson & Johnson (JNJ) | 0.2 | $886k | -6% | 3.6k | 244.46 |
|
| 3M Company (MMM) | 0.1 | $863k | -78% | 5.9k | 145.24 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $837k | +4% | 4.9k | 169.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $830k | +2% | 1.7k | 499.66 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $830k | 4.3k | 191.91 |
|
|
| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $776k | +34% | 31k | 24.80 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $769k | NEW | 7.7k | 99.86 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $754k | +49% | 15k | 50.12 |
|
| Home Depot (HD) | 0.1 | $746k | -2% | 2.3k | 328.92 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $746k | 39k | 19.30 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $746k | +13% | 3.4k | 217.22 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $744k | NEW | 15k | 50.45 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $739k | +9% | 13k | 59.03 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $731k | +34% | 3.4k | 213.92 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $715k | -40% | 10k | 69.75 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $712k | +205% | 1.0k | 697.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $686k | -36% | 10k | 67.53 |
|
| Netflix (NFLX) | 0.1 | $677k | +12% | 7.0k | 96.15 |
|
| First Busey Corp Com New (BUSE) | 0.1 | $671k | -62% | 27k | 25.27 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $667k | +3% | 1.7k | 383.33 |
|
| Caterpillar (CAT) | 0.1 | $664k | -8% | 937.00 | 708.46 |
|
| Spdr Series Trust State Street Spd (SHM) | 0.1 | $646k | -8% | 14k | 47.83 |
|
| Pepsi (PEP) | 0.1 | $637k | +50% | 4.1k | 155.29 |
|
| Qiagen Nv Ord Shares (QGEN) | 0.1 | $634k | NEW | 16k | 40.04 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $632k | -12% | 13k | 50.57 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $621k | 6.6k | 93.74 |
|
|
| Stryker Corporation (SYK) | 0.1 | $603k | 1.8k | 328.59 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $603k | -7% | 12k | 48.75 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $593k | -29% | 6.3k | 93.98 |
|
| Oracle Corporation (ORCL) | 0.1 | $586k | -2% | 4.0k | 147.10 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $582k | +77% | 1.0k | 577.18 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $582k | -66% | 16k | 37.20 |
|
| Visa Com Cl A (V) | 0.1 | $569k | +7% | 1.9k | 302.25 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $568k | +13% | 1.5k | 367.44 |
|
| Masimo Corporation (MASI) | 0.1 | $568k | NEW | 3.2k | 177.87 |
|
| American Centy Etf Tr Avantis Us Mid C (AVMC) | 0.1 | $566k | NEW | 7.8k | 72.24 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $563k | -2% | 7.2k | 78.41 |
|
| Werner Enterprises (WERN) | 0.1 | $561k | -11% | 19k | 29.41 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.1 | $541k | 5.6k | 96.92 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $538k | +11% | 8.2k | 65.30 |
|
| Chevron Corporation (CVX) | 0.1 | $537k | +3% | 2.6k | 206.90 |
|
| Intuit (INTU) | 0.1 | $535k | +63% | 1.2k | 432.38 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $535k | +5% | 9.4k | 56.68 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $532k | -11% | 11k | 50.04 |
|
| Cisco Systems (CSCO) | 0.1 | $524k | -4% | 6.8k | 77.59 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $503k | NEW | 816.00 | 616.76 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $501k | 4.4k | 113.11 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $496k | -9% | 13k | 38.96 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $495k | 4.5k | 108.99 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $488k | +64% | 3.7k | 132.90 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $488k | NEW | 2.1k | 237.61 |
|
| Kenvue (KVUE) | 0.1 | $470k | -31% | 27k | 17.24 |
|
| Abbvie (ABBV) | 0.1 | $466k | -4% | 2.1k | 217.49 |
|
| Nushares Etf Tr Nuveen High Yiel (NHYM) | 0.1 | $457k | +15% | 19k | 24.70 |
|
| BlackRock MuniHoldings Fund (MHD) | 0.1 | $456k | NEW | 40k | 11.34 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $455k | NEW | 18k | 25.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $451k | NEW | 6.0k | 75.10 |
|
| Mid-America Apartment (MAA) | 0.1 | $442k | -8% | 3.6k | 122.12 |
|
| O'reilly Automotive (ORLY) | 0.1 | $442k | +34% | 4.8k | 92.31 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $436k | 8.9k | 48.93 |
|
|
| Nextera Energy (NEE) | 0.1 | $433k | +3% | 4.7k | 92.88 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $428k | +15% | 6.0k | 71.13 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $422k | +10% | 858.00 | 491.96 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $421k | +7% | 5.5k | 76.54 |
|
| American Centy Etf Tr Avantis All Eqt (AVGE) | 0.1 | $416k | +19% | 4.7k | 88.02 |
|
| Micron Technology (MU) | 0.1 | $405k | +8% | 1.2k | 337.99 |
|
| Sea Sponsord Ads (SE) | 0.1 | $403k | 4.9k | 82.81 |
|
|
| Kkr & Co (KKR) | 0.1 | $402k | +133% | 4.3k | 92.50 |
|
| Ge Aerospace Com New (GE) | 0.1 | $387k | +5% | 1.4k | 283.77 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $377k | -6% | 1.3k | 287.19 |
|
| Eaton Corp SHS (ETN) | 0.1 | $375k | -3% | 1.0k | 357.69 |
|
| Coca-Cola Company (KO) | 0.1 | $373k | 4.9k | 76.57 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $373k | +20% | 1.8k | 210.03 |
|
| Verizon Communications (VZ) | 0.1 | $365k | +4% | 7.3k | 50.20 |
|
| Merck & Co (MRK) | 0.1 | $362k | +6% | 3.0k | 121.12 |
|
| Calavo Growers (CVGW) | 0.1 | $357k | NEW | 14k | 25.79 |
|
| International Business Machines (IBM) | 0.1 | $356k | -3% | 1.5k | 242.43 |
|
| Morgan Stanley Com New (MS) | 0.1 | $354k | 2.2k | 164.57 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $354k | -10% | 9.9k | 35.71 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $352k | +4% | 4.4k | 80.61 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $345k | -16% | 2.5k | 140.38 |
|
| Procter & Gamble Company (PG) | 0.1 | $343k | -2% | 2.4k | 144.44 |
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $341k | NEW | 8.6k | 39.44 |
|
| Altria (MO) | 0.1 | $338k | +24% | 5.1k | 65.99 |
|
| American Express Company (AXP) | 0.1 | $338k | +35% | 1.1k | 302.48 |
|
| Pfizer (PFE) | 0.1 | $335k | +12% | 12k | 28.08 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $330k | NEW | 13k | 25.64 |
|
| Dimensional Etf Trust Emerging Mkts Va (DFEV) | 0.1 | $326k | NEW | 9.1k | 35.78 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 0.1 | $323k | NEW | 10k | 32.22 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $321k | -2% | 1.7k | 192.90 |
|
| Exchange Listed Fds Tr Long Pond Real E (LPRE) | 0.1 | $320k | 12k | 26.04 |
|
|
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $308k | -2% | 5.2k | 59.22 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $307k | 7.0k | 43.66 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $304k | 1.1k | 272.33 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $304k | -3% | 8.0k | 37.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $301k | 1.4k | 215.06 |
|
|
| Philip Morris International (PM) | 0.1 | $299k | +18% | 1.8k | 166.82 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $283k | +10% | 1.3k | 211.15 |
|
| TJX Companies (TJX) | 0.0 | $282k | -8% | 1.8k | 159.70 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $282k | +35% | 9.1k | 30.96 |
|
| Prosperity Bancshares (PB) | 0.0 | $281k | 4.2k | 67.78 |
|
|
| First Solar (FSLR) | 0.0 | $281k | -39% | 1.4k | 197.26 |
|
| PNC Financial Services (PNC) | 0.0 | $277k | +9% | 1.3k | 208.09 |
|
| Globe Life (GL) | 0.0 | $272k | -19% | 2.0k | 139.16 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $269k | -4% | 1.1k | 248.00 |
|
| Fidelity Covington Trust Enhanced Emrngs (FEMR) | 0.0 | $267k | -71% | 7.8k | 34.15 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $267k | +6% | 11k | 24.75 |
|
| Applied Materials (AMAT) | 0.0 | $266k | -15% | 778.00 | 341.79 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $265k | -3% | 2.2k | 122.78 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $264k | 2.1k | 126.60 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $263k | 3.2k | 81.98 |
|
|
| S&p Global (SPGI) | 0.0 | $262k | 615.00 | 425.34 |
|
|
| Cardinal Health (CAH) | 0.0 | $258k | 1.2k | 211.37 |
|
|
| Fidelity Covington Trust Enhanced Large (FELC) | 0.0 | $257k | -11% | 7.1k | 36.27 |
|
| Ge Vernova (GEV) | 0.0 | $257k | NEW | 294.00 | 873.40 |
|
| Western Digital (WDC) | 0.0 | $256k | NEW | 948.00 | 270.49 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $256k | 7.5k | 33.97 |
|
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $256k | 22k | 11.57 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $254k | 836.00 | 304.08 |
|
|
| Deere & Company (DE) | 0.0 | $254k | +2% | 450.00 | 563.30 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.0 | $252k | 5.4k | 46.36 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $248k | -3% | 17k | 14.37 |
|
| Travelers Companies (TRV) | 0.0 | $247k | -12% | 848.00 | 291.68 |
|
| At&t (T) | 0.0 | $247k | NEW | 8.5k | 28.99 |
|
| Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $247k | 20k | 12.33 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $244k | +14% | 2.2k | 111.42 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $244k | NEW | 621.00 | 392.50 |
|
| Linde SHS (LIN) | 0.0 | $241k | NEW | 487.00 | 495.77 |
|
| Wells Fargo & Company (WFC) | 0.0 | $238k | -3% | 3.0k | 79.61 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $236k | -43% | 3.3k | 71.77 |
|
| Phillips 66 (PSX) | 0.0 | $235k | NEW | 1.3k | 182.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $235k | 2.4k | 97.13 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $234k | NEW | 1.2k | 196.04 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $232k | NEW | 3.8k | 60.65 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $232k | NEW | 2.9k | 80.56 |
|
| Us Bancorp Com New (USB) | 0.0 | $231k | NEW | 4.4k | 52.53 |
|
| Aptar (ATR) | 0.0 | $231k | -34% | 1.8k | 126.05 |
|
| American Electric Power Company (AEP) | 0.0 | $230k | 1.8k | 131.08 |
|
|
| Blackrock (BLK) | 0.0 | $227k | 236.00 | 961.71 |
|
|
| Everest Re Group (EG) | 0.0 | $226k | +4% | 691.00 | 326.96 |
|
| Chubb (CB) | 0.0 | $226k | +2% | 691.00 | 326.89 |
|
| Lindsay Corporation (LNN) | 0.0 | $221k | -5% | 1.9k | 119.09 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $220k | NEW | 364.00 | 604.41 |
|
| Amgen (AMGN) | 0.0 | $219k | NEW | 622.00 | 351.90 |
|
| Gilead Sciences (GILD) | 0.0 | $216k | NEW | 1.5k | 139.37 |
|
| Becton, Dickinson and (BDX) | 0.0 | $215k | -9% | 1.4k | 157.26 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $214k | 185.00 | 1158.96 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $210k | NEW | 864.00 | 243.08 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $209k | +24% | 1.8k | 114.99 |
|
| Kla Corp Com New (KLAC) | 0.0 | $209k | NEW | 142.00 | 1472.41 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $208k | -9% | 637.00 | 327.22 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $208k | NEW | 7.8k | 26.58 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $207k | -21% | 3.8k | 54.05 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $202k | +29% | 5.3k | 38.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $202k | 437.00 | 460.99 |
|
|
| Tortoise Capital Series Trus Energy Etf (TNGY) | 0.0 | $145k | 14k | 10.43 |
|
|
| Ford Motor Company (F) | 0.0 | $144k | 12k | 11.54 |
|
|
| Capitol Federal Financial (CFFN) | 0.0 | $122k | 17k | 7.13 |
|
Past Filings by Canvas Wealth Advisors
SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021
- Canvas Wealth Advisors 2026 Q1 filed April 28, 2026
- 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