Canvas Wealth Advisors

Canvas Wealth Advisors as of June 30, 2025

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 207 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 6.3 $32M 63k 512.50
Custom Truck One Source Com Cl A (CTOS) 5.6 $28M 4.8M 5.95
Ishares Tr Core S&p Ttl Stk (ITOT) 4.5 $23M 164k 139.28
Alphabet Cap Stk Cl A (GOOGL) 4.5 $23M 119k 192.58
Apple (AAPL) 4.5 $23M 106k 214.05
NVIDIA Corporation (NVDA) 4.2 $22M 122k 176.75
Palantir Technologies Cl A (PLTR) 4.2 $21M 134k 157.88
Ishares Tr Core S&p Us Gwt (IUSG) 3.4 $17M 112k 156.08
Amazon (AMZN) 3.4 $17M 74k 232.79
Ishares Tr Core S&p500 Etf (IVV) 3.3 $17M 26k 639.93
Uber Technologies (UBER) 3.3 $17M 183k 90.60
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.6 $13M 107k 124.97
Tesla Motors (TSLA) 2.6 $13M 40k 325.59
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.2 $11M 406k 27.20
Advanced Micro Devices (AMD) 2.0 $10M 60k 173.66
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $10M 89k 112.80
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.0 $10M 134k 74.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $9.2M 16k 585.46
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $6.7M 70k 96.81
Palo Alto Networks (PANW) 1.2 $6.3M 31k 204.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $5.2M 11k 481.69
Ishares Tr Core Msci Eafe (IEFA) 1.0 $4.9M 59k 83.41
3M Company (MMM) 0.9 $4.8M 32k 152.05
Crowdstrike Hldgs Cl A (CRWD) 0.9 $4.6M 9.8k 472.18
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $4.6M 47k 98.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.9 $4.3M 46k 95.29
American Centy Etf Tr Us Eqt Etf (AVUS) 0.8 $3.8M 37k 104.15
JPMorgan Chase & Co. (JPM) 0.7 $3.8M 13k 298.28
Clorox Company (CLX) 0.7 $3.8M 30k 127.24
Vanguard Index Fds Growth Etf (VUG) 0.7 $3.7M 8.1k 455.94
Nike CL B (NKE) 0.7 $3.7M 47k 79.24
Vanguard Index Fds Small Cp Etf (VB) 0.6 $3.2M 13k 245.70
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $3.2M 45k 69.91
Meta Platforms Cl A (META) 0.6 $3.2M 4.4k 717.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.1M 9.9k 313.60
MercadoLibre (MELI) 0.6 $3.1M 1.3k 2354.36
Broadcom (AVGO) 0.6 $2.9M 10k 294.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $2.9M 4.00 722200.00
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $2.9M 55k 52.74
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.7M 54k 50.63
Fidelity Covington Trust Enhanced Large (FELC) 0.5 $2.7M 77k 35.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.7M 38k 69.57
Vanguard Index Fds Value Etf (VTV) 0.5 $2.4M 13k 179.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.3M 51k 45.56
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $2.3M 70k 33.30
Asml Holding N V N Y Registry Shs (ASML) 0.5 $2.3M 3.2k 730.08
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.1M 11k 193.42
Wal-Mart Stores (WMT) 0.4 $2.0M 21k 97.61
Ishares Tr U.s. Tech Etf (IYW) 0.4 $1.9M 11k 181.29
Ishares Tr National Mun Etf (MUB) 0.4 $1.9M 18k 103.63
Lauder Estee Cos Cl A (EL) 0.4 $1.8M 20k 92.52
Dimensional Etf Trust Us Equity Market (DFUS) 0.4 $1.8M 26k 69.14
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.3 $1.8M 21k 83.34
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.6k 934.09
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.4M 33k 43.05
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 22k 57.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.2M 4.4k 286.41
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.5k 808.13
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $1.2M 9.2k 126.84
Netflix (NFLX) 0.2 $1.2M 980.00 1174.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.1M 1.8k 636.99
Ishares Core Msci Emkt (IEMG) 0.2 $1.1M 18k 61.03
Oracle Corporation (ORCL) 0.2 $1.1M 4.3k 247.72
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.1M 10k 103.06
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.2 $1.1M 15k 70.29
McDonald's Corporation (MCD) 0.2 $1.1M 3.5k 299.19
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.0M 9.3k 110.26
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.0M 9.0k 112.99
Home Depot (HD) 0.2 $970k 2.6k 377.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $967k 4.8k 202.43
Quanta Services (PWR) 0.2 $951k 2.3k 411.99
Mastercard Incorporated Cl A (MA) 0.2 $947k 1.7k 568.28
Sea Sponsord Ads (SE) 0.2 $936k 5.8k 160.74
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $918k 4.6k 198.20
Charles Schwab Corporation (SCHW) 0.2 $891k 9.1k 97.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $889k 3.7k 242.74
Kimberly-Clark Corporation (KMB) 0.2 $872k 6.9k 126.86
California Water Service (CWT) 0.2 $867k 20k 44.32
Spdr Series Trust Portfolio S&p400 (SPMD) 0.2 $856k 15k 56.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $842k 4.5k 186.62
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $751k 16k 47.95
Stryker Corporation (SYK) 0.1 $749k 1.9k 400.69
Servicenow (NOW) 0.1 $748k 759.00 985.75
Marten Transport (MRTN) 0.1 $745k 58k 12.87
American Centy Etf Tr International Lr (AVIV) 0.1 $727k 12k 63.07
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $690k 14k 50.96
Visa Com Cl A (V) 0.1 $687k 1.9k 355.48
Globe Life (GL) 0.1 $682k 5.1k 134.16
Thermo Fisher Scientific (TMO) 0.1 $676k 1.4k 484.98
Northern Trust Corporation (NTRS) 0.1 $667k 5.1k 129.79
Bank of America Corporation (BAC) 0.1 $662k 14k 48.23
Johnson & Johnson (JNJ) 0.1 $661k 4.0k 166.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $660k 10k 64.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $632k 16k 40.63
Informatica Com Cl A (INFA) 0.1 $630k 26k 24.56
Fidelity Covington Trust Enhanced Small (FESM) 0.1 $622k 19k 33.17
Werner Enterprises (WERN) 0.1 $620k 22k 28.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $590k 7.5k 78.38
Intuit (INTU) 0.1 $590k 738.00 798.73
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $576k 6.6k 87.02
Ishares Tr Us Consum Discre (IYC) 0.1 $568k 5.6k 101.70
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $565k 11k 50.77
Cisco Systems (CSCO) 0.1 $565k 8.3k 67.92
Solventum Corp Com Shs (SOLV) 0.1 $550k 7.5k 73.77
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $527k 22k 24.24
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $524k 10k 50.28
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $520k 1.8k 288.39
Vanguard World Mega Grwth Ind (MGK) 0.1 $520k 1.4k 381.16
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $518k 1.8k 291.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $517k 4.5k 114.23
Exxon Mobil Corporation (XOM) 0.1 $514k 4.6k 111.44
SJW (HTO) 0.1 $488k 10k 47.78
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $484k 8.5k 57.17
First Solar (FSLR) 0.1 $482k 2.6k 183.58
Becton, Dickinson and (BDX) 0.1 $470k 2.6k 182.97
Abbvie (ABBV) 0.1 $468k 2.5k 188.51
Caterpillar (CAT) 0.1 $456k 1.1k 432.94
Diageo Spon Adr New (DEO) 0.1 $432k 4.1k 104.19
Eaton Corp SHS (ETN) 0.1 $421k 1.1k 392.78
International Business Machines (IBM) 0.1 $417k 1.6k 263.25
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $408k 11k 37.03
Waters Corporation (WAT) 0.1 $382k 1.3k 302.36
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $377k 13k 30.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $374k 658.00 568.14
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $363k 8.9k 40.70
Metropcs Communications (TMUS) 0.1 $357k 1.5k 238.19
Chevron Corporation (CVX) 0.1 $355k 2.3k 156.28
Hologic (HOLX) 0.1 $350k 5.3k 65.69
O'reilly Automotive (ORLY) 0.1 $350k 3.6k 97.33
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $346k 10k 34.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $346k 3.2k 108.77
Take-Two Interactive Software (TTWO) 0.1 $345k 1.5k 226.16
S&p Global (SPGI) 0.1 $342k 645.00 530.41
Procter & Gamble Company (PG) 0.1 $339k 2.2k 157.12
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $337k 1.6k 208.61
Ge Aerospace Com New (GE) 0.1 $329k 1.2k 270.61
Qiagen Nv Com Shs 0.1 $323k 6.3k 50.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $314k 4.8k 65.93
Vanguard Index Fds Large Cap Etf (VV) 0.1 $311k 1.1k 294.01
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.1 $309k 11k 28.64
Kkr & Co (KKR) 0.1 $307k 2.0k 152.15
Morgan Stanley Com New (MS) 0.1 $306k 2.1k 142.56
Northrop Grumman Corporation (NOC) 0.1 $304k 535.00 568.67
TransDigm Group Incorporated (TDG) 0.1 $302k 188.00 1606.39
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $299k 9.4k 31.84
Mondelez Intl Cl A (MDLZ) 0.1 $296k 4.2k 69.59
Coca-Cola Company (KO) 0.1 $295k 4.3k 68.09
Nextera Energy (NEE) 0.1 $295k 4.1k 71.34
Philip Morris International (PM) 0.1 $290k 1.8k 157.77
salesforce (CRM) 0.1 $286k 1.1k 270.25
Prosperity Bancshares (PB) 0.1 $281k 4.2k 67.62
Linde SHS (LIN) 0.1 $280k 599.00 467.47
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $279k 3.5k 79.50
Pepsi (PEP) 0.1 $278k 2.0k 141.57
Henry Schein (HSIC) 0.1 $278k 3.9k 70.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $271k 1.2k 224.12
Blackrock (BLK) 0.1 $271k 242.00 1117.82
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $264k 6.5k 40.60
American Express Company (AXP) 0.1 $264k 849.00 310.74
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $264k 7.0k 37.55
Mid-America Apartment (MAA) 0.1 $263k 1.8k 149.35
Arista Networks Com Shs (ANET) 0.1 $263k 2.2k 117.55
Wells Fargo & Company (WFC) 0.1 $258k 3.1k 83.07
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $258k 3.4k 74.93
Blackstone Group Inc Com Cl A (BX) 0.1 $254k 1.4k 176.88
Raytheon Technologies Corp (RTX) 0.1 $254k 1.6k 156.07
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $253k 8.1k 31.23
Travelers Companies (TRV) 0.0 $253k 992.00 254.91
Ishares Tr Expanded Tech (IGV) 0.0 $253k 2.2k 112.88
Dentsply Sirona (XRAY) 0.0 $252k 16k 16.07
Applied Materials (AMAT) 0.0 $250k 1.3k 190.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $250k 5.0k 50.44
Nushares Etf Tr Nuveen High Yiel (NHYM) 0.0 $249k 11k 23.75
Vanguard World Inf Tech Etf (VGT) 0.0 $248k 357.00 694.14
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.0 $245k 2.5k 100.11
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $243k 1.2k 199.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $239k 11k 22.18
Verizon Communications (VZ) 0.0 $239k 5.6k 42.36
PNC Financial Services (PNC) 0.0 $234k 1.2k 193.97
Vanguard World Health Car Etf (VHT) 0.0 $233k 936.00 249.41
Deere & Company (DE) 0.0 $233k 456.00 510.55
TJX Companies (TJX) 0.0 $233k 1.9k 125.39
Merck & Co (MRK) 0.0 $232k 2.8k 84.06
Rogers Corporation (ROG) 0.0 $231k 3.5k 66.15
Altria (MO) 0.0 $231k 3.9k 58.72
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $230k 5.4k 42.40
Nu Hldgs Ord Shs Cl A (NU) 0.0 $229k 18k 12.61
Martin Marietta Materials (MLM) 0.0 $226k 393.00 576.10
Intuitive Surgical Com New (ISRG) 0.0 $226k 457.00 493.95
Hilton Worldwide Holdings (HLT) 0.0 $225k 833.00 270.57
Lam Research Corp Com New (LRCX) 0.0 $225k 2.3k 98.62
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $224k 7.5k 29.70
At&t (T) 0.0 $222k 8.0k 27.60
Mccormick & Co Com Non Vtg (MKC) 0.0 $218k 3.0k 71.61
Ishares Tr Msci Eafe Etf (EFA) 0.0 $216k 2.4k 89.29
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $215k 4.3k 50.68
Draftkings Com Cl A (DKNG) 0.0 $215k 4.9k 44.28
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $214k 3.2k 67.55
Zscaler Incorporated (ZS) 0.0 $212k 734.00 289.04
Amphenol Corp Cl A (APH) 0.0 $210k 2.0k 106.70
Marriott Intl Cl A (MAR) 0.0 $206k 748.00 275.79
Automatic Data Processing (ADP) 0.0 $204k 663.00 306.89
Emerson Electric (EMR) 0.0 $201k 1.3k 149.48
Ford Motor Company (F) 0.0 $147k 13k 11.28
Tortoise Capital Series Trus Energy Fd (TNGY) 0.0 $126k 14k 9.05
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $85k 20k 4.25
Selectquote Ord (SLQT) 0.0 $29k 15k 1.94