Canvas Wealth Advisors

Canvas Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 177 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.4 $26M 102k 250.42
Microsoft Corporation (MSFT) 6.1 $24M 58k 421.50
Custom Truck One Source Com Cl A (CTOS) 5.0 $20M 4.1M 4.81
Ishares Tr Core S&p Ttl Stk (ITOT) 4.5 $18M 141k 128.62
Alphabet Cap Stk Cl A (GOOGL) 4.2 $17M 89k 189.30
Ishares Tr Core S&p Us Gwt (IUSG) 3.8 $15M 110k 139.35
Amazon (AMZN) 3.5 $14M 64k 219.39
Ishares Tr Core S&p500 Etf (IVV) 2.9 $12M 20k 588.68
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.9 $11M 99k 115.18
Tesla Motors (TSLA) 2.8 $11M 27k 403.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $11M 394k 27.32
NVIDIA Corporation (NVDA) 2.7 $11M 79k 134.29
Palantir Technologies Cl A (PLTR) 2.7 $11M 140k 75.63
Uber Technologies (UBER) 2.6 $11M 173k 60.32
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $10M 89k 115.22
Advanced Micro Devices (AMD) 2.1 $8.2M 68k 120.79
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $7.6M 125k 61.37
3M Company (MMM) 1.7 $6.6M 51k 129.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.6 $6.4M 12k 538.81
Dentsply Sirona (XRAY) 1.6 $6.2M 326k 19.14
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $6.2M 67k 92.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $4.6M 10k 453.27
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $4.5M 46k 96.90
Ishares Tr Core Msci Eafe (IEFA) 1.1 $4.4M 63k 70.28
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $4.2M 44k 96.53
American Centy Etf Tr Us Eqt Etf (AVUS) 1.0 $4.0M 41k 96.93
Palo Alto Networks (PANW) 0.9 $3.7M 20k 181.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.8 $3.4M 67k 50.56
Crowdstrike Hldgs Cl A (CRWD) 0.8 $3.2M 9.4k 342.16
Vanguard Index Fds Growth Etf (VUG) 0.8 $3.1M 7.7k 410.46
Lauder Estee Cos Cl A (EL) 0.7 $2.9M 39k 74.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.9M 49k 58.93
JPMorgan Chase & Co. (JPM) 0.7 $2.9M 12k 239.71
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $2.7M 4.00 680920.00
Meta Platforms Cl A (META) 0.6 $2.3M 4.0k 585.51
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.1M 3.0k 693.12
MercadoLibre (MELI) 0.5 $2.1M 1.2k 1700.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.5 $2.1M 35k 58.79
Broadcom (AVGO) 0.5 $1.9M 8.2k 231.84
Vanguard Index Fds Value Etf (VTV) 0.5 $1.9M 11k 169.29
Qiagen Nv Shs New 0.5 $1.8M 40k 44.53
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.7M 11k 159.52
Nike CL B (NKE) 0.4 $1.7M 22k 76.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.6M 5.6k 289.79
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.4 $1.6M 24k 66.77
Wal-Mart Stores (WMT) 0.4 $1.6M 18k 90.56
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 8.3k 190.44
Ishares Tr National Mun Etf (MUB) 0.4 $1.5M 14k 106.55
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $1.4M 26k 52.02
Costco Wholesale Corporation (COST) 0.3 $1.3M 1.4k 916.38
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.3M 30k 42.61
Henry Schein (HSIC) 0.3 $1.3M 19k 69.20
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.3M 28k 45.37
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.5k 772.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.1M 4.1k 280.04
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.1M 22k 50.83
Globe Life (GL) 0.3 $1.1M 9.6k 111.52
Werner Enterprises (WERN) 0.3 $1.1M 30k 35.92
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $1.0M 38k 27.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.0M 22k 47.82
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $1.0M 13k 76.06
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.3 $1.0M 20k 49.45
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $999k 16k 63.75
Shopify Cl A (SHOP) 0.3 $996k 9.4k 106.33
Ishares Core Msci Emkt (IEMG) 0.2 $964k 19k 52.22
Solventum Corp Com Shs (SOLV) 0.2 $902k 14k 66.06
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $887k 27k 32.93
Northern Trust Corporation (NTRS) 0.2 $886k 8.6k 103.26
Kimberly-Clark Corporation (KMB) 0.2 $826k 6.2k 132.25
Sea Sponsord Ads (SE) 0.2 $823k 7.8k 106.10
Home Depot (HD) 0.2 $817k 2.1k 388.93
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $797k 8.0k 100.19
Charles Schwab Corporation (SCHW) 0.2 $745k 10k 74.01
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $744k 7.7k 96.84
Rogers Corporation (ROG) 0.2 $714k 7.0k 101.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $705k 1.2k 586.15
Vanguard Index Fds Small Cp Etf (VB) 0.2 $700k 2.9k 240.28
Envista Hldgs Corp (NVST) 0.2 $698k 36k 19.29
Diageo Spon Adr New (DEO) 0.2 $694k 5.5k 127.13
McDonald's Corporation (MCD) 0.2 $691k 2.4k 289.85
Visa Com Cl A (V) 0.2 $684k 2.2k 316.05
Oracle Corporation (ORCL) 0.2 $682k 4.1k 166.62
Stryker Corporation (SYK) 0.2 $669k 1.9k 360.05
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.2 $652k 12k 54.69
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY) 0.2 $642k 20k 31.98
Mastercard Incorporated Cl A (MA) 0.2 $636k 1.2k 526.57
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $620k 3.1k 197.48
UnitedHealth (UNH) 0.2 $618k 1.2k 505.96
Bank of America Corporation (BAC) 0.2 $616k 14k 43.95
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $607k 13k 47.39
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $605k 7.8k 77.27
Clorox Company (CLX) 0.1 $594k 3.7k 162.42
Marten Transport (MRTN) 0.1 $539k 35k 15.61
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $538k 6.6k 81.25
Ishares Tr Us Consum Discre (IYC) 0.1 $537k 5.6k 96.14
Netflix (NFLX) 0.1 $505k 566.00 891.32
Vanguard World Mega Grwth Ind (MGK) 0.1 $496k 1.4k 343.41
American Centy Etf Tr International Lr (AVIV) 0.1 $489k 9.4k 51.90
Exxon Mobil Corporation (XOM) 0.1 $480k 4.5k 107.56
Thermo Fisher Scientific (TMO) 0.1 $471k 904.00 520.66
Cisco Systems (CSCO) 0.1 $454k 7.7k 59.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $441k 7.6k 57.98
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $440k 5.4k 81.58
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $436k 2.1k 210.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $428k 13k 34.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $426k 6.8k 62.31
Abbvie (ABBV) 0.1 $417k 2.3k 177.69
Procter & Gamble Company (PG) 0.1 $415k 2.5k 167.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $408k 4.0k 101.53
Servicenow (NOW) 0.1 $382k 360.00 1060.12
Vanguard Index Fds Large Cap Etf (VV) 0.1 $379k 1.4k 269.70
Metropcs Communications (TMUS) 0.1 $378k 1.7k 220.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $377k 3.5k 106.84
Eaton Corp SHS (ETN) 0.1 $375k 1.1k 331.88
Calavo Growers (CVGW) 0.1 $374k 15k 25.50
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $373k 1.4k 264.04
Intuit (INTU) 0.1 $371k 591.00 628.50
California Water Service (CWT) 0.1 $358k 7.9k 45.33
O'reilly Automotive (ORLY) 0.1 $356k 300.00 1185.80
Vanguard World Inf Tech Etf (VGT) 0.1 $353k 567.00 622.25
Johnson & Johnson (JNJ) 0.1 $352k 2.4k 144.64
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $347k 1.8k 198.18
SJW (HTO) 0.1 $346k 7.0k 49.22
Pepsi (PEP) 0.1 $335k 2.2k 153.32
Prosperity Bancshares (PB) 0.1 $334k 4.4k 75.93
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $334k 1.4k 242.16
Caterpillar (CAT) 0.1 $331k 913.00 362.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $317k 17k 18.50
Nextera Energy (NEE) 0.1 $307k 4.3k 71.69
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $306k 12k 25.58
Chevron Corporation (CVX) 0.1 $294k 2.0k 144.85
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $293k 5.5k 53.04
salesforce (CRM) 0.1 $287k 859.00 334.33
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $281k 8.5k 33.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $278k 543.00 511.23
Merck & Co (MRK) 0.1 $277k 2.8k 100.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $269k 4.1k 65.08
Kkr & Co (KKR) 0.1 $269k 1.8k 147.95
Marriott Intl Cl A (MAR) 0.1 $268k 960.00 278.94
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $263k 6.5k 40.41
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $259k 10k 25.85
Travelers Companies (TRV) 0.1 $258k 1.1k 240.93
Vanguard World Health Car Etf (VHT) 0.1 $255k 1.0k 253.69
Intuitive Surgical Com New (ISRG) 0.1 $254k 487.00 521.96
Linde SHS (LIN) 0.1 $250k 598.00 418.68
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $250k 7.0k 35.65
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $246k 8.4k 29.20
Lululemon Athletica (LULU) 0.1 $243k 635.00 382.41
International Business Machines (IBM) 0.1 $242k 1.1k 219.87
Morgan Stanley Com New (MS) 0.1 $239k 1.9k 125.72
Blackstone Group Inc Com Cl A (BX) 0.1 $233k 1.4k 172.36
TransDigm Group Incorporated (TDG) 0.1 $232k 183.00 1267.28
TJX Companies (TJX) 0.1 $231k 1.9k 120.81
Adobe Systems Incorporated (ADBE) 0.1 $230k 518.00 444.68
Blackrock (BLK) 0.1 $230k 224.00 1025.11
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $230k 3.8k 60.03
Copart (CPRT) 0.1 $228k 4.0k 57.39
Verizon Communications (VZ) 0.1 $224k 5.6k 39.99
Hologic (HOLX) 0.1 $219k 3.0k 72.09
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $219k 3.8k 58.18
Ishares Tr Russell 2000 Etf (IWM) 0.1 $219k 991.00 220.96
PNC Financial Services (PNC) 0.1 $219k 1.1k 192.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $218k 4.3k 50.13
Parker-Hannifin Corporation (PH) 0.1 $216k 339.00 636.03
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $212k 3.7k 56.84
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.1 $212k 2.8k 75.71
American Express Company (AXP) 0.1 $210k 707.00 296.79
Kroger (KR) 0.1 $209k 3.4k 61.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $207k 4.7k 44.04
Lowe's Companies (LOW) 0.1 $206k 833.00 246.80
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $205k 3.6k 57.45
Deere & Company (DE) 0.1 $202k 477.00 423.70
Hilton Worldwide Holdings (HLT) 0.1 $202k 817.00 247.16
Healthcare Rlty Tr Cl A Com (HR) 0.0 $187k 11k 16.95
Ford Motor Company (F) 0.0 $118k 12k 9.90
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $100k 20k 4.99
Selectquote Ord (SLQT) 0.0 $71k 19k 3.72