Canvas Wealth Advisors

Canvas Wealth Advisors as of March 31, 2025

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 180 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.8 $23M 62k 366.82
Apple (AAPL) 5.3 $21M 104k 199.74
Ishares Tr Core S&p Ttl Stk (ITOT) 4.6 $18M 157k 114.95
Custom Truck One Source Com Cl A (CTOS) 4.4 $17M 4.5M 3.84
Alphabet Cap Stk Cl A (GOOGL) 4.2 $17M 109k 151.47
Uber Technologies (UBER) 3.7 $14M 193k 74.44
Ishares Tr Core S&p Us Gwt (IUSG) 3.4 $13M 109k 121.11
Amazon (AMZN) 3.3 $13M 74k 173.18
Palantir Technologies Cl A (PLTR) 3.2 $13M 133k 93.99
NVIDIA Corporation (NVDA) 3.1 $12M 120k 98.89
Ishares Tr Core S&p500 Etf (IVV) 3.0 $12M 22k 529.37
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.7 $11M 103k 104.01
Tesla Motors (TSLA) 2.4 $9.3M 39k 237.97
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $8.8M 345k 25.44
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $8.4M 125k 67.20
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $8.0M 83k 96.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $7.7M 16k 484.28
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $5.9M 68k 86.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $5.5M 11k 520.77
Advanced Micro Devices (AMD) 1.4 $5.4M 62k 86.26
Palo Alto Networks (PANW) 1.3 $4.9M 30k 163.63
3M Company (MMM) 1.2 $4.6M 34k 136.33
Ishares Tr Core Msci Eafe (IEFA) 1.1 $4.4M 58k 76.60
Ishares Tr Core Us Aggbd Et (AGG) 1.1 $4.4M 46k 97.46
Crowdstrike Hldgs Cl A (CRWD) 1.0 $3.7M 10k 368.45
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $3.7M 45k 80.74
Dentsply Sirona (XRAY) 0.9 $3.5M 268k 13.02
Lauder Estee Cos Cl A (EL) 0.8 $3.3M 59k 55.94
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $3.2M 37k 86.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $3.1M 4.00 780000.00
JPMorgan Chase & Co. (JPM) 0.7 $2.9M 12k 235.59
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.9M 8.2k 351.63
Nike CL B (NKE) 0.7 $2.8M 49k 57.06
MercadoLibre (MELI) 0.7 $2.8M 1.3k 2127.75
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $2.7M 53k 50.52
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.7M 13k 207.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.3M 9.1k 259.04
Vanguard Index Fds Value Etf (VTV) 0.6 $2.3M 14k 162.33
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $2.2M 38k 59.02
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $2.2M 36k 62.23
Meta Platforms Cl A (META) 0.6 $2.2M 4.4k 500.29
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.0M 3.2k 638.75
Ishares Tr National Mun Etf (MUB) 0.5 $1.8M 18k 103.13
Wal-Mart Stores (WMT) 0.4 $1.7M 18k 94.85
Broadcom (AVGO) 0.4 $1.6M 9.4k 169.58
Fidelity Covington Trust Enhanced Large (FELC) 0.4 $1.6M 54k 29.40
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 10k 153.91
Fidelity Covington Trust Enhanced Intl (FENI) 0.4 $1.5M 52k 29.92
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $1.5M 24k 64.13
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $1.5M 29k 51.75
Costco Wholesale Corporation (COST) 0.4 $1.5M 1.5k 979.34
Clorox Company (CLX) 0.4 $1.4M 10k 142.03
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.4M 11k 130.96
Qiagen Nv Com Shs (QGEN) 0.4 $1.4M 33k 42.34
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.3 $1.3M 28k 44.93
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $1.2M 24k 50.63
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.5k 827.56
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.2M 29k 41.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 22k 51.50
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $1.1M 18k 60.67
Dimensional Etf Trust Us Equity Market (DFUS) 0.3 $1.0M 18k 56.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.0M 1.9k 527.29
California Water Service (CWT) 0.2 $971k 19k 51.36
Hologic (HOLX) 0.2 $940k 16k 58.19
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $932k 3.9k 236.11
Ishares Core Msci Emkt (IEMG) 0.2 $922k 18k 52.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $920k 5.6k 163.33
Home Depot (HD) 0.2 $909k 2.6k 354.43
Northern Trust Corporation (NTRS) 0.2 $879k 9.8k 89.36
Mastercard Incorporated Cl A (MA) 0.2 $859k 1.6k 527.33
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $853k 8.5k 100.45
Netflix (NFLX) 0.2 $851k 818.00 1040.34
Marten Transport (MRTN) 0.2 $831k 63k 13.30
McDonald's Corporation (MCD) 0.2 $822k 2.6k 319.04
Shopify Cl A (SHOP) 0.2 $792k 9.2k 85.71
Globe Life (GL) 0.2 $789k 6.5k 121.69
Visa Com Cl A (V) 0.2 $770k 2.3k 331.41
Werner Enterprises (WERN) 0.2 $761k 27k 28.50
Oracle Corporation (ORCL) 0.2 $739k 5.8k 127.23
Henry Schein (HSIC) 0.2 $729k 11k 64.54
Sea Sponsord Ads (SE) 0.2 $726k 6.1k 118.52
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $722k 15k 47.03
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $702k 4.0k 174.25
Charles Schwab Corporation (SCHW) 0.2 $693k 9.1k 76.58
Solventum Corp Com Shs (SOLV) 0.2 $682k 11k 64.94
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $680k 8.5k 79.89
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $673k 6.0k 111.79
Quanta Services (PWR) 0.2 $655k 2.5k 261.85
Stryker Corporation (SYK) 0.2 $651k 1.9k 348.12
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $646k 6.5k 100.10
Kimberly-Clark Corporation (KMB) 0.2 $625k 4.5k 137.91
SJW (HTO) 0.2 $615k 11k 55.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $589k 7.5k 78.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $582k 3.3k 177.02
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX) 0.1 $568k 13k 43.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $556k 10k 54.94
Bank of America Corporation (BAC) 0.1 $532k 14k 38.32
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $521k 3.4k 151.39
Johnson & Johnson (JNJ) 0.1 $516k 3.3k 157.76
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $515k 6.6k 77.68
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $514k 9.2k 55.85
Exxon Mobil Corporation (XOM) 0.1 $503k 4.6k 108.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $477k 13k 36.85
Ishares Tr Us Consum Discre (IYC) 0.1 $475k 5.6k 85.14
Procter & Gamble Company (PG) 0.1 $459k 2.7k 167.89
Cisco Systems (CSCO) 0.1 $458k 8.3k 55.04
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $444k 9.2k 48.20
Vanguard World Mega Grwth Ind (MGK) 0.1 $424k 1.5k 291.97
Diageo Spon Adr New (DEO) 0.1 $423k 3.8k 112.37
Calavo Growers (CVGW) 0.1 $419k 15k 27.75
Intuit (INTU) 0.1 $416k 713.00 583.56
UnitedHealth (UNH) 0.1 $413k 966.00 427.29
Abbvie (ABBV) 0.1 $409k 2.4k 173.77
Metropcs Communications (TMUS) 0.1 $409k 1.6k 258.30
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $400k 4.5k 88.25
Servicenow (NOW) 0.1 $385k 502.00 766.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $380k 7.1k 53.83
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $375k 1.5k 246.59
American Centy Etf Tr International Lr (AVIV) 0.1 $375k 6.5k 57.23
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $371k 9.9k 37.35
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $365k 1.9k 191.90
Take-Two Interactive Software (TTWO) 0.1 $361k 1.7k 210.02
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.1 $355k 15k 24.34
Vanguard Index Fds Large Cap Etf (VV) 0.1 $342k 1.4k 242.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $340k 11k 30.92
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $336k 3.2k 105.86
Vanguard World Inf Tech Etf (VGT) 0.1 $335k 665.00 504.14
Danaher Corporation (DHR) 0.1 $334k 1.7k 192.07
O'reilly Automotive (ORLY) 0.1 $333k 239.00 1393.54
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $316k 12k 26.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $315k 12k 25.99
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $308k 8.5k 36.42
International Business Machines (IBM) 0.1 $306k 1.3k 240.99
salesforce (CRM) 0.1 $303k 1.2k 243.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $299k 673.00 444.48
Rogers Corporation (ROG) 0.1 $296k 5.4k 55.23
Prosperity Bancshares (PB) 0.1 $296k 4.4k 67.16
First Solar (FSLR) 0.1 $295k 2.2k 135.35
Coca-Cola Company (KO) 0.1 $295k 4.0k 73.90
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $295k 9.3k 31.57
S&p Global (SPGI) 0.1 $290k 622.00 466.42
Travelers Companies (TRV) 0.1 $289k 1.1k 261.40
Vanguard World Health Car Etf (VHT) 0.1 $282k 1.1k 245.37
Eaton Corp SHS (ETN) 0.1 $281k 1.1k 266.92
Linde SHS (LIN) 0.1 $280k 615.00 454.61
Mondelez Intl Cl A (MDLZ) 0.1 $275k 4.0k 68.29
Caterpillar (CAT) 0.1 $270k 928.00 291.17
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $266k 9.4k 28.37
TJX Companies (TJX) 0.1 $266k 2.1k 125.71
Verizon Communications (VZ) 0.1 $265k 6.1k 43.19
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $264k 6.5k 40.58
Northrop Grumman Corporation (NOC) 0.1 $259k 558.00 464.08
Chevron Corporation (CVX) 0.1 $256k 1.9k 137.31
Pepsi (PEP) 0.1 $256k 1.8k 143.46
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $253k 7.0k 36.01
Ishares Tr Russell 2000 Etf (IWM) 0.1 $251k 1.3k 187.47
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $250k 1.4k 184.38
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $246k 8.9k 27.53
TransDigm Group Incorporated (TDG) 0.1 $242k 185.00 1307.90
Intuitive Surgical Com New (ISRG) 0.1 $242k 505.00 478.74
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $229k 8.1k 28.21
Applied Materials (AMAT) 0.1 $226k 1.6k 138.30
Thermo Fisher Scientific (TMO) 0.1 $224k 516.00 434.76
Goldman Sachs Etf Tr Nasdaq 100 Core (GPIQ) 0.1 $222k 5.3k 42.02
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $222k 11k 20.02
Morgan Stanley Com New (MS) 0.1 $215k 1.9k 110.38
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $215k 3.1k 68.26
Nextera Energy (NEE) 0.1 $212k 3.2k 66.64
Knight-swift Transn Hldgs In Cl A (KNX) 0.1 $212k 5.4k 39.03
Block Cl A (XYZ) 0.1 $210k 3.9k 54.33
Altria (MO) 0.1 $208k 3.5k 58.82
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $207k 1.2k 177.98
Deere & Company (DE) 0.1 $205k 450.00 454.66
Nu Hldgs Ord Shs Cl A (NU) 0.1 $203k 18k 11.19
Schwab Strategic Tr Fundamental Intl (FNDC) 0.1 $202k 5.4k 37.20
American Express Company (AXP) 0.1 $201k 798.00 252.42
Mission Produce (AVO) 0.0 $156k 15k 10.48
Ford Motor Company (F) 0.0 $128k 13k 9.65
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $59k 20k 2.95
Selectquote Ord (SLQT) 0.0 $59k 19k 3.08