Canvas Wealth Advisors
Latest statistics and disclosures from Canvas Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CTOS, MSFT, AAPL, VOO, GOOGL, and represent 32.59% of Canvas Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IUSG, VOO, FF, AVUS, TSLA, QQQ, SCHD, AJRD, SPGP, VOE.
- Started 30 new stock positions in MDT, MA, MRK, LLY, AVDE, QQQ, VZ, LQD, EEM, SPGP.
- Reduced shares in these 10 stocks: GSLC, VUG, AMD, CRWD, SJW, UHS, BAX, KMB, SNN, .
- Sold out of its positions in BIIB, NET, GBIL, IAGG, LRCX, PTON, CRM, SE, RE.
- Canvas Wealth Advisors was a net buyer of stock by $109k.
- Canvas Wealth Advisors has $239M in assets under management (AUM), dropping by 1.84%.
- Central Index Key (CIK): 0001858782
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Portfolio Holdings for Canvas Wealth Advisors
Canvas Wealth Advisors holds 145 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Custom Truck One Source Com Cl A (CTOS) | 8.8 | $21M | 3.1M | 6.81 | ||
Microsoft Corporation (MSFT) | 7.3 | $17M | 74k | 235.81 | ||
Apple (AAPL) | 6.0 | $14M | 106k | 135.21 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.6 | $13M | +25% | 37k | 359.73 | |
Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $12M | -3% | 131k | 91.12 | |
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 4.9 | $12M | -26% | 150k | 77.79 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 3.9 | $9.4M | +86% | 114k | 82.75 | |
Vanguard Index Fds Growth Etf (VUG) | 3.1 | $7.3M | -30% | 33k | 222.98 | |
Advanced Micro Devices (AMD) | 2.8 | $6.8M | -26% | 96k | 70.53 | |
Amazon (AMZN) | 2.7 | $6.6M | -5% | 69k | 95.46 | |
Uber Technologies (UBER) | 2.6 | $6.3M | -2% | 217k | 28.96 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.4 | $5.8M | +9% | 76k | 75.69 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 1.6 | $3.9M | 44k | 87.19 | ||
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.4M | +3% | 11k | 308.30 | |
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Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.1M | 8.0k | 393.33 | ||
Ishares Tr Core S&p Us Vlu (IUSV) | 1.2 | $2.9M | 39k | 73.12 | ||
Kimberly-Clark Corporation (KMB) | 1.2 | $2.8M | -18% | 21k | 132.84 | |
Dentsply Sirona (XRAY) | 1.2 | $2.8M | -11% | 76k | 36.92 | |
Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $2.8M | 28k | 99.46 | ||
3M Company (MMM) | 1.1 | $2.6M | -2% | 21k | 122.75 | |
Smith & Nephew Spdn Adr New (SNN) | 1.1 | $2.5M | -16% | 91k | 28.01 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.0 | $2.3M | -6% | 36k | 66.13 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.0 | $2.3M | 5.00 | 466260.00 | ||
JPMorgan Chase & Co. (JPM) | 0.9 | $2.2M | -3% | 16k | 136.57 | |
Clorox Company (CLX) | 0.9 | $2.1M | -10% | 15k | 143.32 | |
FutureFuel (FF) | 0.8 | $1.8M | NEW | 192k | 9.38 | |
Cisco Systems (CSCO) | 0.7 | $1.7M | +4% | 37k | 46.90 | |
Travelers Companies (TRV) | 0.7 | $1.7M | -10% | 9.2k | 183.64 | |
Northern Trust Corporation (NTRS) | 0.7 | $1.7M | -8% | 17k | 98.97 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 0.7 | $1.7M | +11% | 58k | 28.68 | |
Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.6M | -3% | 27k | 61.96 | |
Palo Alto Networks (PANW) | 0.7 | $1.6M | 11k | 141.68 | ||
Universal Hlth Svcs CL B (UHS) | 0.6 | $1.5M | -34% | 10k | 145.65 | |
NVIDIA Corporation (NVDA) | 0.6 | $1.5M | +3% | 8.6k | 173.77 | |
Wal-Mart Stores (WMT) | 0.6 | $1.4M | 9.9k | 140.84 | ||
Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.4M | -5% | 14k | 100.73 | |
Ishares Tr Core Msci Euro (IEUR) | 0.6 | $1.4M | 26k | 51.58 | ||
ICU Medical, Incorporated (ICUI) | 0.6 | $1.3M | -15% | 7.6k | 174.81 | |
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.6 | $1.3M | -2% | 5.1k | 256.90 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $1.3M | -2% | 17k | 76.33 | |
Ishares Core Msci Emkt (IEMG) | 0.5 | $1.3M | 25k | 50.10 | ||
American Centy Etf Tr Us Eqt Etf (AVUS) | 0.5 | $1.2M | NEW | 18k | 70.10 | |
Baxter International (BAX) | 0.5 | $1.1M | -38% | 25k | 44.00 | |
Tesla Motors (TSLA) | 0.5 | $1.1M | +221% | 8.4k | 128.78 | |
Mueller Wtr Prods Com Ser A (MWA) | 0.4 | $1.1M | +26% | 88k | 11.92 | |
Palantir Technologies Cl A (PLTR) | 0.4 | $994k | +16% | 144k | 6.90 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $967k | 6.9k | 141.01 | ||
Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $959k | 12k | 77.80 | ||
Spdr Ser Tr Bloomberg High Y (JNK) | 0.4 | $958k | -2% | 10k | 93.78 | |
Healthcare Rlty Tr Cl A Com (HR) | 0.4 | $940k | -4% | 45k | 20.92 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $921k | -9% | 10k | 91.78 | |
American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $915k | +21% | 12k | 77.94 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $914k | 4.7k | 196.60 | ||
Johnson & Johnson (JNJ) | 0.4 | $880k | +7% | 5.2k | 169.76 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.3 | $822k | +8% | 11k | 72.75 | |
Bank of America Corporation (BAC) | 0.3 | $765k | +6% | 23k | 33.72 | |
Home Depot (HD) | 0.3 | $752k | +2% | 2.3k | 323.63 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $705k | -3% | 9.1k | 77.27 | |
Walt Disney Company (DIS) | 0.3 | $683k | -33% | 6.9k | 99.04 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $678k | NEW | 2.4k | 277.85 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $659k | -65% | 6.5k | 101.00 | |
Ishares Tr Core Msci Pac (IPAC) | 0.3 | $643k | -2% | 11k | 56.36 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.3 | $611k | -2% | 13k | 47.60 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $607k | -10% | 6.8k | 89.47 | |
Aptar (ATR) | 0.2 | $572k | +48% | 5.1k | 111.97 | |
Ishares Tr National Mun Etf (MUB) | 0.2 | $571k | +3% | 5.3k | 108.21 | |
Reinsurance Grp Of America I Com New (RGA) | 0.2 | $536k | -12% | 3.8k | 141.21 | |
Kroger (KR) | 0.2 | $533k | 12k | 45.26 | ||
Nutrien (NTR) | 0.2 | $526k | 6.8k | 77.35 | ||
Vanguard World Fds Health Car Etf (VHT) | 0.2 | $524k | 2.1k | 244.57 | ||
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $515k | 7.3k | 70.21 | ||
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $511k | 3.1k | 165.80 | ||
Adobe Systems Incorporated (ADBE) | 0.2 | $508k | +17% | 1.5k | 341.31 | |
Visa Com Cl A (V) | 0.2 | $495k | +28% | 2.3k | 219.47 | |
Prosperity Bancshares (PB) | 0.2 | $492k | -6% | 6.8k | 72.90 | |
Aerojet Rocketdy (AJRD) | 0.2 | $487k | NEW | 8.7k | 56.11 | |
Chubb (CB) | 0.2 | $486k | -9% | 2.2k | 220.58 | |
Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $485k | 15k | 31.83 | ||
Equity Comwlth Com Sh Ben Int (EQC) | 0.2 | $483k | -35% | 19k | 25.31 | |
Ishares Tr Us Consum Discre (IYC) | 0.2 | $466k | 7.7k | 60.85 | ||
Stryker Corporation (SYK) | 0.2 | $451k | 1.8k | 252.02 | ||
Meta Platforms Cl A (META) | 0.2 | $446k | -36% | 3.3k | 133.02 | |
Boeing Company (BA) | 0.2 | $439k | -15% | 2.1k | 209.41 | |
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.2 | $430k | NEW | 5.0k | 85.83 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $428k | +26% | 4.9k | 87.13 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $428k | 5.3k | 80.94 | ||
Shopify Cl A (SHOP) | 0.2 | $427k | -22% | 11k | 39.17 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $427k | NEW | 3.1k | 139.53 | |
Mission Produce (AVO) | 0.2 | $411k | +18% | 34k | 11.98 | |
McDonald's Corporation (MCD) | 0.2 | $406k | +5% | 1.5k | 265.96 | |
Nike CL B (NKE) | 0.2 | $398k | +10% | 3.1k | 126.44 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.2 | $397k | NEW | 7.9k | 50.26 | |
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) | 0.2 | $393k | NEW | 6.2k | 63.26 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $391k | NEW | 1.8k | 211.53 | |
American Water Works (AWK) | 0.2 | $386k | 2.5k | 152.68 | ||
Laboratory Corp Amer Hldgs Com New (LH) | 0.2 | $382k | 1.5k | 251.35 | ||
Teladoc (TDOC) | 0.2 | $373k | -17% | 14k | 26.36 | |
American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.2 | $373k | NEW | 6.6k | 56.73 | |
SJW (SJW) | 0.2 | $360k | -73% | 4.6k | 77.96 | |
Medtronic SHS (MDT) | 0.2 | $359k | NEW | 4.6k | 78.73 | |
Amphenol Corp Cl A (APH) | 0.1 | $358k | -12% | 4.5k | 78.91 | |
Starbucks Corporation (SBUX) | 0.1 | $353k | +2% | 3.4k | 105.00 | |
Verizon Communications (VZ) | 0.1 | $349k | NEW | 8.7k | 39.97 | |
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $344k | 7.9k | 43.55 | ||
Exxon Mobil Corporation (XOM) | 0.1 | $342k | +26% | 3.1k | 110.61 | |
UnitedHealth (UNH) | 0.1 | $323k | +4% | 679.00 | 476.28 | |
Broadcom (AVGO) | 0.1 | $323k | +16% | 563.00 | 574.29 | |
Raytheon Technologies Corp (RTX) | 0.1 | $311k | +6% | 3.2k | 95.74 | |
Costco Wholesale Corporation (COST) | 0.1 | $304k | +43% | 633.00 | 479.48 | |
Vanguard World Mega Grwth Ind (MGK) | 0.1 | $296k | NEW | 1.6k | 179.90 | |
Diageo Spon Adr New (DEO) | 0.1 | $294k | 1.6k | 183.43 | ||
Quest Diagnostics Incorporated (DGX) | 0.1 | $293k | 2.0k | 145.12 | ||
Mastercard Incorporated Cl A (MA) | 0.1 | $291k | NEW | 789.00 | 368.92 | |
Procter & Gamble Company (PG) | 0.1 | $291k | +22% | 2.0k | 146.41 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $287k | NEW | 6.4k | 44.95 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $286k | 1.6k | 178.37 | ||
Applied Materials (AMAT) | 0.1 | $282k | +3% | 2.6k | 109.70 | |
Phillips 66 (PSX) | 0.1 | $280k | +7% | 2.7k | 102.71 | |
Oracle Corporation (ORCL) | 0.1 | $261k | NEW | 3.0k | 86.71 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $260k | NEW | 2.3k | 111.34 | |
Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $258k | NEW | 11k | 23.46 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.1 | $258k | 1.4k | 188.14 | ||
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $251k | NEW | 1.1k | 225.61 | |
American Centy Etf Tr International Lr (AVIV) | 0.1 | $250k | NEW | 5.2k | 48.28 | |
Chevron Corporation (CVX) | 0.1 | $250k | NEW | 1.4k | 177.23 | |
Block Cl A (SQ) | 0.1 | $248k | -39% | 3.4k | 72.11 | |
Novo-nordisk A S Adr (NVO) | 0.1 | $248k | -9% | 1.8k | 139.76 | |
Merck & Co (MRK) | 0.1 | $242k | NEW | 2.2k | 108.79 | |
Cal Maine Foods Com New (CALM) | 0.1 | $233k | 4.2k | 55.34 | ||
Docusign (DOCU) | 0.1 | $228k | -24% | 4.0k | 57.50 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $225k | -12% | 677.00 | 332.99 | |
General Dynamics Corporation (GD) | 0.1 | $224k | +2% | 943.00 | 237.00 | |
Eli Lilly & Co. (LLY) | 0.1 | $221k | NEW | 627.00 | 352.01 | |
Qualcomm (QCOM) | 0.1 | $219k | -11% | 1.8k | 122.04 | |
American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $218k | NEW | 4.0k | 54.12 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $218k | NEW | 5.4k | 40.79 | |
Ishares Tr Us Consm Staples (IYK) | 0.1 | $216k | 1.1k | 196.43 | ||
Corning Incorporated (GLW) | 0.1 | $216k | NEW | 6.0k | 35.94 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $209k | NEW | 751.00 | 278.05 | |
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $207k | NEW | 2.8k | 74.15 | |
Pepsi (PEP) | 0.1 | $202k | NEW | 1.2k | 171.62 | |
Draftkings Com Cl A (DKNG) | 0.1 | $201k | -19% | 15k | 13.89 | |
Ford Motor Company (F) | 0.1 | $169k | +4% | 14k | 12.41 | |
Ngl Energy Partners Com Unit Repst (NGL) | 0.0 | $30k | 20k | 1.48 | ||
Selectquote Ord (SLQT) | 0.0 | $11k | NEW | 15k | 0.71 |
Past Filings by Canvas Wealth Advisors
SEC 13F filings are viewable for Canvas Wealth Advisors going back to 2021
- 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
- Canvas Wealth Advisors 2021 Q3 filed Oct. 15, 2021
- Canvas Wealth Advisors 2021 Q2 filed Aug. 2, 2021
- Canvas Wealth Advisors 2021 Q1 filed April 26, 2021