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Canvas Wealth Advisors

Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are CTOS, GOOGL, ITOT, AAPL, MSFT, and represent 28.57% of Canvas Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CLX, DFAC, MSFT, VUG, KMB, UBER, SPCX, AMZN, CRM, QQQM.
Started 32 new stock positions in UNH, ACN, SCHA, EMR, TOST, ACWX, C, BN, NFE, POR.
Reduced shares in these 10 stocks: CTOS (-$12M), AMD (-$6.1M), CRWD, PANW, NVDA, JMST, FBND, VNQ, IJR, MRTN.
Sold out of its positions in T, ADBE, Calavo Growers, XOM, GILD, GL, HLT, INTU, ISRG, IBIT. EL, LMT, Masimo Corporation, NHYM, SMMU, SPGI, XLP, VNQ, WERN, EG, LYB.
Canvas Wealth Advisors was a net buyer of stock by $7.2M.
Canvas Wealth Advisors has $717M in assets under management (AUM), dropping by 21.92%.
Central Index Key (CIK): 0001858782

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Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 251 positions in its portfolio as reported in the June 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)	9.9	$71M	-14%	6.0M	11.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.7	$41M	-2%	114k	357.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	4.4	$32M	+3%	192k	164.27	View chart
Apple (AAPL)	4.3	$31M		107k	289.36	View chart
Microsoft Corporation (MSFT)	4.3	$31M	+13%	82k	373.02	View chart
Amazon (AMZN)	4.0	$29M	+8%	121k	238.34	View chart
Advanced Micro Devices (AMD)	3.3	$23M	-20%	40k	580.91	View chart
NVIDIA Corporation (NVDA)	3.2	$23M	-5%	115k	200.09	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.7	$19M	+2%	102k	188.09	View chart
Tesla Motors (TSLA)	2.5	$18M	-4%	43k	420.60	View chart
Uber Technologies (UBER)	2.4	$17M	+19%	239k	72.16	View chart
Palo Alto Networks (PANW)	2.3	$17M	-12%	49k	341.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.3	$17M	+4%	186k	89.20	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	2.2	$16M		111k	141.89	View chart
Palantir Technologies Cl A (PLTR)	2.2	$15M	+9%	132k	116.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$13M	+3%	401k	31.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.7	$13M	-7%	84k	148.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$11M	-3%	16k	686.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$10M	-6%	14k	748.89	View chart
Clorox Company (CLX)	1.3	$9.0M	+77%	94k	95.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$8.9M	+5%	81k	110.15	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.2	$8.3M	+5%	92k	89.96	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$8.0M	+83%	181k	44.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$7.8M	+7%	16k	500.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	1.0	$6.9M	-36%	9.0k	763.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$5.8M		58k	98.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$5.5M	-2%	57k	96.49	View chart
JPMorgan Chase & Co. (JPM)	0.7	$5.0M	+5%	15k	327.33	View chart
Kimberly-Clark Corporation (KMB)	0.7	$4.8M	+186%	44k	110.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$4.7M		48k	96.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$4.4M		12k	370.05	View chart
Robinhood Mkts Com Cl A (HOOD)	0.6	$4.3M	+4%	43k	100.28	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$4.1M	+463%	48k	86.14	View chart
Broadcom (AVGO)	0.5	$3.9M		10k	377.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$3.7M	+4%	43k	85.49	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$3.7M	-10%	71k	52.34	View chart
MercadoLibre (MELI)	0.5	$3.6M	+19%	2.1k	1697.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$3.5M	-3%	12k	303.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$3.5M	-2%	28k	124.76	View chart
Meta Platforms Cl A (META)	0.5	$3.3M	+3%	5.9k	563.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$3.2M	-18%	9.2k	353.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$3.2M	-8%	1.6k	1989.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.0M	+2%	60k	50.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$3.0M	-5%	23k	128.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$3.0M		4.00	748850.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$3.0M	-28%	65k	45.68	View chart
Wal-Mart Stores (WMT)	0.4	$2.9M		26k	113.26	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.4	$2.9M	-25%	35k	81.94	View chart
Servicenow (NOW)	0.4	$2.8M	+60%	29k	99.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$2.7M		11k	252.23	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.4	$2.6M	NEW	15k	170.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$2.4M	-34%	47k	51.00	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.3M	+9%	22k	107.62	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.3	$2.3M	+58%	61k	37.26	View chart
AeroVironment (AVAV)	0.3	$2.2M	+47%	13k	165.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$2.2M	+252%	7.2k	302.96	View chart
salesforce (CRM)	0.3	$2.1M	NEW	13k	156.79	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$2.0M	+5%	4.3k	477.60	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$2.0M		9.2k	217.92	View chart
Equipmentshare Com Cl A (EQPT)	0.3	$1.9M	+83%	95k	19.66	View chart
Costco Wholesale Corporation (COST)	0.3	$1.8M	-5%	2.0k	935.55	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$1.8M	-12%	39k	45.76	View chart
Eli Lilly & Co. (LLY)	0.2	$1.8M	+4%	1.5k	1199.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$1.7M		4.8k	365.69	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.2	$1.6M	+26%	39k	41.73	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.6M	+32%	40k	40.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$1.6M	+29%	41k	38.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.6M		6.5k	242.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M		22k	71.25	View chart
Micron Technology (MU)	0.2	$1.5M	+10%	1.3k	1153.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$1.5M		2.0k	746.82	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.5M		35k	42.41	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.4M	-2%	3.3k	433.59	View chart
Quanta Services (PWR)	0.2	$1.4M	-2%	1.9k	720.04	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$1.4M	+5%	18k	77.42	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.2	$1.3M	+98%	16k	80.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$1.2M	+2%	10k	124.42	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.2M	-6%	10k	117.09	View chart
Qiagen Nv Ord Shares (QGEN)	0.2	$1.2M	+90%	30k	39.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.1M	+124%	14k	82.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.1M	+7%	18k	62.20	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.0M	-13%	3.0k	343.91	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$1.0M	+352%	36k	28.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$976k	+700%	8.2k	119.52	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$969k	+3%	16k	62.11	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$954k		8.4k	114.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$931k		4.4k	212.77	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$923k	NEW	4.1k	225.49	View chart
Johnson & Johnson (JNJ)	0.1	$922k		3.6k	253.99	View chart
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA)	0.1	$917k	-2%	45k	20.46	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.1	$893k	NEW	19k	47.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$893k	-21%	1.4k	655.74	View chart
McDonald's Corporation (MCD)	0.1	$885k	-4%	3.3k	270.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$869k	+9%	8.4k	103.05	View chart
Nike CL B (NKE)	0.1	$852k	-28%	21k	41.46	View chart
Caterpillar (CAT)	0.1	$841k	-15%	790.00	1064.90	View chart
Mastercard Incorporated Cl A (MA)	0.1	$839k		1.6k	513.60	View chart
California Water Service (CWT)	0.1	$831k	-24%	17k	48.65	View chart
3M Company (MMM)	0.1	$826k	-14%	5.1k	161.90	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$822k	-3%	9.9k	82.84	View chart
Cisco Systems (CSCO)	0.1	$813k	+2%	6.9k	117.46	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$804k	-3%	3.3k	242.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$788k		10k	77.11	View chart
First Busey Corp Com New (BUSE)	0.1	$783k		27k	29.50	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$758k	+52%	6.9k	109.07	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$739k		39k	19.12	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$730k	+12%	15k	47.96	View chart
Bank of America Corporation (BAC)	0.1	$710k		13k	56.98	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$704k		6.6k	106.31	View chart
Home Depot (HD)	0.1	$695k	-13%	2.0k	352.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$679k	+400%	7.7k	87.91	View chart
Abbvie (ABBV)	0.1	$656k	+21%	2.6k	251.63	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$645k	NEW	15k	42.21	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$644k	+9%	12k	55.57	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$635k	-20%	25k	25.44	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$634k		16k	40.13	View chart
Visa Com Cl A (V)	0.1	$633k	-2%	1.8k	343.10	View chart
Intel Corporation (INTC)	0.1	$623k	NEW	4.5k	139.63	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$618k	+7%	878.00	703.34	View chart
Kenvue (KVUE)	0.1	$605k	+16%	32k	19.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$605k		4.4k	137.53	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$603k	-61%	13k	48.29	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$601k		622.00	965.74	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$593k	-7%	12k	51.05	View chart
Oracle Corporation (ORCL)	0.1	$592k		4.0k	146.56	View chart
Applied Materials (AMAT)	0.1	$591k	+5%	817.00	723.01	View chart
Stryker Corporation (SYK)	0.1	$579k		1.8k	314.84	View chart
Taylor Morrison Hom (TMHC)	0.1	$575k	NEW	8.0k	71.74	View chart
Western Digital (WDC)	0.1	$566k	-6%	886.00	638.72	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$565k	+5%	10k	56.48	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$565k		5.6k	101.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$560k		7.2k	77.91	View chart
American Express Company (AXP)	0.1	$543k	+43%	1.6k	338.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$541k	-27%	734.00	736.40	View chart
Charles Schwab Corporation (SCHW)	0.1	$533k	-8%	5.8k	92.27	View chart
Ge Aerospace Com New (GE)	0.1	$530k	+4%	1.4k	373.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$528k		18k	28.96	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$501k	NEW	5.3k	94.57	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$493k	+42%	12k	40.13	View chart
BlackRock MuniHoldings Fund (MHD)	0.1	$488k		41k	11.96	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$478k	+2%	4.8k	99.10	View chart
Netflix (NFLX)	0.1	$474k	-5%	6.6k	71.40	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$473k	+38%	14k	34.12	View chart
Thermo Fisher Scientific (TMO)	0.1	$471k	+9%	939.00	501.38	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$466k	-3%	5.3k	87.88	View chart
Eaton Corp SHS (ETN)	0.1	$463k	+3%	1.1k	426.14	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$454k	+16%	11k	42.67	View chart
Morgan Stanley Com New (MS)	0.1	$453k		2.2k	209.04	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$451k	-28%	8.9k	50.69	View chart
Coca-Cola Company (KO)	0.1	$451k	+13%	5.5k	81.79	View chart
Kla Corp Com New (KLAC)	0.1	$448k	+946%	1.5k	301.71	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$447k	-5%	8.5k	52.76	View chart
O'reilly Automotive (ORLY)	0.1	$437k		4.7k	92.09	View chart
International Business Machines (IBM)	0.1	$437k	+5%	1.6k	281.25	View chart
Solventum Corp Com Shs (SOLV)	0.1	$434k	-31%	5.6k	77.15	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$432k	+10%	11k	39.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$423k	+300%	5.3k	80.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$419k	-16%	5.0k	83.75	View chart
Kkr & Co (KKR)	0.1	$417k	+4%	4.5k	91.78	View chart
Chevron Corporation (CVX)	0.1	$416k	-3%	2.5k	165.76	View chart
Mid-America Apartment (MAA)	0.1	$409k	-18%	2.9k	138.94	View chart
Nextera Energy (NEE)	0.1	$406k		4.6k	87.77	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$403k		4.4k	91.21	View chart
Altria (MO)	0.1	$395k	+7%	5.5k	71.95	View chart
Arista Networks Com Shs (ANET)	0.1	$388k	+5%	2.3k	169.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$387k	-44%	2.0k	190.52	View chart
Merck & Co (MRK)	0.1	$385k		3.0k	129.35	View chart
Amphenol Corp Cl A (APH)	0.1	$375k		2.1k	176.32	View chart
Procter & Gamble Company (PG)	0.1	$374k	+7%	2.5k	146.64	View chart
Aptar (ATR)	0.1	$371k	+61%	3.0k	125.21	View chart
UnitedHealth (UNH)	0.1	$363k	NEW	874.00	415.67	View chart
Philip Morris International (PM)	0.0	$358k	+10%	2.0k	180.91	View chart
Northern Trust Corporation (NTRS)	0.0	$355k	-17%	2.0k	174.74	View chart
PNC Financial Services (PNC)	0.0	$353k	+7%	1.4k	246.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$352k	+6%	1.5k	236.62	View chart
Pepsi (PEP)	0.0	$352k	-36%	2.6k	135.40	View chart
Toast Cl A (TOST)	0.0	$345k	NEW	12k	27.82	View chart
Sea Sponsord Ads (SE)	0.0	$339k	-27%	3.5k	95.83	View chart
Ge Vernova (GEV)	0.0	$338k	-2%	288.00	1174.86	View chart
Vanguard World Health Car Etf (VHT)	0.0	$333k		1.1k	299.01	View chart
Exchange Listed Fds Tr Long Pon Rea Etf (LPRE)	0.0	$331k	-10%	11k	30.10	View chart
Lindsay Corporation (LNN)	0.0	$327k	+42%	2.6k	123.81	View chart
Verizon Communications (VZ)	0.0	$325k	+5%	7.7k	42.34	View chart
Ngl Energy Partners Com Unit Repst (NGL)	0.0	$319k		20k	15.93	View chart
Snowflake Com Shs (SNOW)	0.0	$314k	NEW	1.2k	254.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$311k	-4%	1.0k	300.45	View chart
Metropcs Communications (TMUS)	0.0	$311k	+4%	1.9k	167.72	View chart
Travelers Companies (TRV)	0.0	$309k	+10%	935.00	330.12	View chart
Raytheon Technologies Corp (RTX)	0.0	$306k	-3%	1.6k	189.73	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$305k		7.0k	43.50	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$302k	-9%	8.2k	36.87	View chart
Enterprise Products Partners (EPD)	0.0	$299k		8.1k	36.76	View chart
Deere & Company (DE)	0.0	$294k	+2%	463.00	634.33	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.0	$290k	-2%	6.9k	41.91	View chart
Cardinal Health (CAH)	0.0	$289k		1.2k	237.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$283k	NEW	2.3k	124.17	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$282k	-25%	9.6k	29.43	View chart
Dell Technologies CL C (DELL)	0.0	$281k	NEW	651.00	431.46	View chart
Citigroup Com New (C)	0.0	$280k	NEW	2.0k	139.98	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.0	$278k	-20%	4.1k	67.56	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$278k		7.5k	36.84	View chart
TJX Companies (TJX)	0.0	$276k	+3%	1.8k	151.50	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$275k		23k	12.19	View chart
Linde SHS (LIN)	0.0	$274k	+8%	527.00	518.95	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$273k	NEW	426.00	640.40	View chart
Pfizer (PFE)	0.0	$272k	-5%	11k	24.08	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$272k	NEW	2.2k	124.44	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$272k	-8%	9.8k	27.70	View chart
Us Bancorp Com New (USB)	0.0	$271k	+2%	4.5k	60.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$267k	NEW	4.1k	64.50	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$267k	NEW	6.2k	42.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$264k		5.4k	48.56	View chart
Bristol Myers Squibb (BMY)	0.0	$262k	+18%	4.6k	57.62	View chart
American Electric Power Company (AEP)	0.0	$258k	+7%	1.9k	136.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$257k	-15%	1.1k	227.06	View chart
TransDigm Group Incorporated (TDG)	0.0	$253k	+2%	190.00	1332.04	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$253k		1.2k	212.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$251k		2.4k	103.88	View chart
Corning Incorporated (GLW)	0.0	$250k	NEW	978.00	255.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$246k	-53%	6.0k	41.25	View chart
Wells Fargo & Company (WFC)	0.0	$242k	-2%	2.9k	82.64	View chart
Apollo Global Mgmt (APO)	0.0	$242k	-6%	2.0k	118.31	View chart
United Parcel Svcs CL B (UPS)	0.0	$240k	NEW	2.2k	107.49	View chart
Becton, Dickinson and (BDX)	0.0	$239k	+15%	1.6k	151.29	View chart
Amgen (AMGN)	0.0	$237k	+5%	655.00	362.17	View chart
Chubb (CB)	0.0	$230k	-2%	674.00	341.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$228k		3.8k	59.69	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.0	$227k	NEW	3.8k	59.31	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$227k	NEW	6.3k	36.13	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$222k	NEW	2.9k	76.10	View chart
Phillips 66 (PSX)	0.0	$221k		1.3k	169.11	View chart
Blackrock (BLK)	0.0	$220k	-2%	229.00	961.56	View chart
Marten Transport (MRTN)	0.0	$220k	-82%	13k	17.35	View chart
First Solar (FSLR)	0.0	$218k	-35%	925.00	235.96	View chart
Prosperity Bancshares (PB)	0.0	$217k	-28%	3.0k	73.63	View chart
Marriott Intl Cl A (MAR)	0.0	$216k	-8%	583.00	370.77	View chart
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU)	0.0	$212k	NEW	2.7k	77.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$210k	-2%	1.8k	117.67	View chart
Portland Gen Elec Com New (POR)	0.0	$208k	NEW	4.0k	51.83	View chart
Fidelity Covington Trust Enhanced Emrngs (FEMR)	0.0	$206k	-38%	4.8k	42.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$206k	NEW	690.00	298.07	View chart
Emerson Electric (EMR)	0.0	$205k	NEW	1.4k	143.15	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$204k	NEW	4.8k	42.59	View chart
Goldman Sachs (GS)	0.0	$202k	NEW	200.00	1011.37	View chart
Henry Schein (HSIC)	0.0	$201k	NEW	2.4k	83.52	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.0	$196k	-14%	15k	13.36	View chart
Ford Motor Company (F)	0.0	$183k	+5%	13k	13.90	View chart
Capitol Federal Financial (CFFN)	0.0	$148k		17k	8.51	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.0	$135k		14k	9.71	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$3.9k	NEW	11k	0.36	View chart
Microvision Inc Del Com New (MVIS)	0.0	$3.4k	NEW	10k	0.33	View chart

Past Filings by Canvas Wealth Advisors

SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021

Canvas Wealth Advisors 2026 Q2 filed July 10, 2026
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

View all past filings

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