Canvas Wealth Advisors

Canvas Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 214 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 5.9 $32M 62k 517.35
Custom Truck One Source Com Cl A (CTOS) 5.6 $31M 4.7M 6.52
Alphabet Cap Stk Cl A (GOOGL) 5.4 $29M 120k 245.35
Apple (AAPL) 5.0 $28M 107k 258.02
Ishares Tr Core S&p Ttl Stk (ITOT) 4.5 $25M 170k 146.49
NVIDIA Corporation (NVDA) 4.2 $23M 122k 187.62
Palantir Technologies Cl A (PLTR) 3.9 $22M 125k 173.07
Ishares Tr Core S&p500 Etf (IVV) 3.5 $19M 29k 672.43
Amazon (AMZN) 3.3 $18M 82k 219.51
Uber Technologies (UBER) 3.3 $18M 186k 96.60
Tesla Motors (TSLA) 3.2 $18M 41k 429.83
Ishares Tr Core S&p Us Gwt (IUSG) 3.0 $17M 101k 165.08
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.6 $14M 110k 130.66
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.1 $12M 145k 79.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $11M 411k 27.41
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $11M 92k 120.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $9.9M 16k 615.29
Advanced Micro Devices (AMD) 1.8 $9.7M 59k 164.67
Palo Alto Networks (PANW) 1.5 $8.1M 39k 207.19
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $7.3M 72k 100.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.7M 13k 498.74
Ishares Tr Core Msci Eafe (IEFA) 1.0 $5.2M 59k 88.84
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $5.1M 51k 100.18
Crowdstrike Hldgs Cl A (CRWD) 0.9 $4.8M 9.8k 489.88
3M Company (MMM) 0.8 $4.6M 29k 158.66
Clorox Company (CLX) 0.8 $4.3M 35k 123.19
Vanguard Index Fds Growth Etf (VUG) 0.7 $4.0M 8.3k 481.44
JPMorgan Chase & Co. (JPM) 0.7 $3.9M 13k 310.03
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $3.9M 36k 109.21
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.7M 11k 329.97
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $3.5M 66k 53.13
Broadcom (AVGO) 0.6 $3.5M 10k 338.39
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $3.3M 44k 76.11
Fidelity Covington Trust Enhanced Large (FELC) 0.6 $3.2M 85k 37.37
Meta Platforms Cl A (META) 0.6 $3.1M 4.4k 710.62
Vanguard Index Fds Small Cp Etf (VB) 0.6 $3.1M 12k 257.87
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $3.0M 4.00 750583.25
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $3.0M 41k 72.79
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $2.9M 29k 100.66
MercadoLibre (MELI) 0.5 $2.9M 1.3k 2172.98
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $2.9M 38k 74.66
Nike CL B (NKE) 0.5 $2.8M 40k 71.93
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.8M 55k 50.61
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.7M 11k 246.45
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $2.5M 54k 46.33
Asml Holding N V N Y Registry Shs (ASML) 0.4 $2.3M 2.3k 1032.23
Vanguard Index Fds Value Etf (VTV) 0.4 $2.3M 12k 187.53
Ishares Tr National Mun Etf (MUB) 0.4 $2.2M 21k 106.38
Wal-Mart Stores (WMT) 0.4 $2.2M 22k 102.07
Ishares Tr U.s. Tech Etf (IYW) 0.4 $2.1M 11k 197.46
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $1.9M 52k 35.81
Costco Wholesale Corporation (COST) 0.3 $1.6M 1.8k 915.47
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.4M 33k 43.08
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $1.4M 4.5k 302.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.4M 22k 61.06
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.3M 13k 107.17
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $1.3M 8.3k 161.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M 1.8k 669.27
Fidelity Covington Trust Enhanced Small (FESM) 0.2 $1.2M 33k 36.93
Oracle Corporation (ORCL) 0.2 $1.2M 4.2k 286.15
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.2M 5.7k 204.96
Netflix (NFLX) 0.2 $1.2M 1.0k 1153.32
Eli Lilly & Co. (LLY) 0.2 $1.2M 1.4k 839.89
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 17k 66.93
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 9.6k 116.68
McDonald's Corporation (MCD) 0.2 $1.1M 3.6k 300.99
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.1M 3.6k 292.18
Lauder Estee Cos Cl A (EL) 0.2 $1.1M 12k 88.02
Kimberly-Clark Corporation (KMB) 0.2 $1.1M 8.6k 122.58
Home Depot (HD) 0.2 $1.0M 2.6k 395.13
Quanta Services (PWR) 0.2 $978k 2.3k 421.17
Mastercard Incorporated Cl A (MA) 0.2 $976k 1.7k 580.45
Sea Sponsord Ads (SE) 0.2 $948k 5.1k 184.91
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.2 $942k 30k 31.58
California Water Service (CWT) 0.2 $938k 21k 45.40
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $923k 8.1k 113.91
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $910k 10k 89.68
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $890k 4.2k 211.15
Charles Schwab Corporation (SCHW) 0.2 $853k 9.1k 94.08
American Centy Etf Tr International Lr (AVIV) 0.2 $852k 13k 68.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $839k 4.4k 191.23
Johnson & Johnson (JNJ) 0.1 $767k 4.1k 188.65
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $756k 16k 48.11
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $750k 15k 50.92
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $724k 14k 50.60
Bank of America Corporation (BAC) 0.1 $702k 14k 50.64
Stryker Corporation (SYK) 0.1 $692k 1.9k 370.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $678k 16k 43.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $669k 10k 65.77
Visa Com Cl A (V) 0.1 $661k 1.9k 349.85
Marten Transport (MRTN) 0.1 $659k 62k 10.62
First Solar (FSLR) 0.1 $658k 2.9k 230.13
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $648k 39k 16.80
Spdr Series Trust Nuveen Ice High (HYMB) 0.1 $614k 25k 24.89
Thermo Fisher Scientific (TMO) 0.1 $613k 1.1k 543.34
Informatica Com Cl A (INFA) 0.1 $604k 24k 24.92
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $596k 6.6k 89.97
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $586k 11k 52.06
Abbvie (ABBV) 0.1 $581k 2.5k 233.91
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $579k 1.7k 336.66
Ishares Tr Us Consum Discre (IYC) 0.1 $579k 5.6k 103.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $567k 7.2k 78.78
Servicenow (NOW) 0.1 $566k 620.00 912.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $552k 4.6k 121.06
Vanguard World Mega Grwth Ind (MGK) 0.1 $550k 1.4k 403.68
Werner Enterprises (WERN) 0.1 $545k 20k 27.45
Cisco Systems (CSCO) 0.1 $544k 8.0k 67.92
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $540k 10k 53.70
Solventum Corp Com Shs (SOLV) 0.1 $534k 7.2k 74.00
Intuit (INTU) 0.1 $511k 752.00 679.94
Caterpillar (CAT) 0.1 $508k 1.0k 497.85
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $507k 4.5k 111.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $506k 8.9k 57.03
Exxon Mobil Corporation (XOM) 0.1 $504k 4.5k 113.25
Northern Trust Corporation (NTRS) 0.1 $502k 3.8k 132.42
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $492k 15k 32.49
Waters Corporation (WAT) 0.1 $489k 1.5k 328.39
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $484k 13k 36.90
SJW (HTO) 0.1 $476k 10k 47.13
Chevron Corporation (CVX) 0.1 $453k 2.9k 153.55
International Business Machines (IBM) 0.1 $452k 1.6k 288.41
Aspen Insurance Holdings Ord Shs Cl A (AHL) 0.1 $429k 12k 36.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $427k 11k 38.80
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $419k 1.4k 295.12
Eaton Corp SHS (ETN) 0.1 $403k 1.1k 373.48
BlackRock Insured Municipal Income Trust (BYM) 0.1 $395k 36k 10.92
Nushares Etf Tr Nuveen High Yiel (NHYM) 0.1 $394k 16k 24.61
Take-Two Interactive Software (TTWO) 0.1 $393k 1.5k 257.74
Diageo Spon Adr New (DEO) 0.1 $391k 4.1k 96.27
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $390k 8.9k 43.73
Pepsi (PEP) 0.1 $383k 2.7k 141.98
O'reilly Automotive (ORLY) 0.1 $375k 3.6k 104.79
Ge Aerospace Com New (GE) 0.1 $368k 1.2k 297.00
UnitedHealth (UNH) 0.1 $361k 1.0k 360.30
Becton, Dickinson and (BDX) 0.1 $357k 1.8k 193.58
Lam Research Corp Com New (LRCX) 0.1 $356k 2.4k 145.81
Verizon Communications (VZ) 0.1 $353k 8.1k 43.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $352k 583.00 603.18
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $351k 1.6k 217.72
Globe Life (GL) 0.1 $349k 2.5k 137.60
Metropcs Communications (TMUS) 0.1 $348k 1.5k 230.27
Morgan Stanley Com New (MS) 0.1 $341k 2.2k 157.59
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $338k 4.9k 69.09
Nextera Energy (NEE) 0.1 $331k 4.1k 80.06
Arista Networks Com Shs (ANET) 0.1 $330k 2.3k 145.50
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $328k 9.9k 33.12
Applied Materials (AMAT) 0.1 $317k 1.5k 217.53
Spdr Series Trust Portfolio S&p400 (SPMD) 0.1 $310k 5.4k 57.64
Altria (MO) 0.1 $310k 4.7k 65.73
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $307k 9.2k 33.20
Vanguard World Health Car Etf (VHT) 0.1 $301k 1.1k 269.57
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $299k 3.6k 84.01
Ishares Tr Russell 2000 Etf (IWM) 0.1 $298k 1.2k 245.83
Vanguard Index Fds Large Cap Etf (VV) 0.1 $296k 956.00 309.24
S&p Global (SPGI) 0.1 $293k 611.00 479.81
Nu Hldgs Ord Shs Cl A (NU) 0.1 $292k 19k 15.31
Mid-America Apartment (MAA) 0.1 $292k 2.1k 136.70
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $286k 3.9k 72.69
Travelers Companies (TRV) 0.1 $286k 1.0k 284.56
Blackrock (BLK) 0.1 $286k 246.00 1160.69
Mondelez Intl Cl A (MDLZ) 0.1 $285k 4.6k 62.67
Raytheon Technologies Corp (RTX) 0.1 $280k 1.7k 166.58
American Express Company (AXP) 0.1 $275k 834.00 330.24
IDEX Corporation (IEX) 0.0 $274k 1.6k 167.00
Procter & Gamble Company (PG) 0.0 $273k 1.8k 152.28
Prosperity Bancshares (PB) 0.0 $273k 4.2k 65.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $271k 5.0k 54.79
Pfizer (PFE) 0.0 $271k 9.9k 27.37
Philip Morris International (PM) 0.0 $270k 1.8k 153.27
Vanguard World Inf Tech Etf (VGT) 0.0 $270k 357.00 755.73
TJX Companies (TJX) 0.0 $270k 1.9k 141.33
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $269k 7.0k 38.27
Spdr Series Trust Portfolio S&p500 (SPYM) 0.0 $268k 3.4k 78.73
Fidelity Ethereum SHS (FETH) 0.0 $261k 5.8k 45.20
Blackstone Group Inc Com Cl A (BX) 0.0 $260k 1.5k 168.40
Enterprise Products Partners (EPD) 0.0 $259k 8.2k 31.66
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $253k 1.2k 207.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $253k 11k 23.73
Wells Fargo & Company (WFC) 0.0 $253k 3.1k 80.67
Qiagen Nv Com Shs 0.0 $252k 5.4k 46.80
Hologic (HOLX) 0.0 $252k 3.7k 68.22
Martin Marietta Materials (MLM) 0.0 $250k 394.00 635.01
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $250k 22k 11.63
Linde SHS (LIN) 0.0 $246k 528.00 466.74
salesforce (CRM) 0.0 $245k 1.0k 240.36
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $244k 5.4k 44.97
PNC Financial Services (PNC) 0.0 $244k 1.2k 198.46
TransDigm Group Incorporated (TDG) 0.0 $244k 189.00 1288.83
Kkr & Co (KKR) 0.0 $244k 1.9k 127.65
Amphenol Corp Cl A (APH) 0.0 $243k 2.0k 122.22
AeroVironment (AVAV) 0.0 $242k 645.00 374.64
Robinhood Mkts Com Cl A (HOOD) 0.0 $241k 1.6k 148.67
D.R. Horton (DHI) 0.0 $241k 1.4k 174.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $240k 7.5k 31.75
Micron Technology (MU) 0.0 $237k 1.3k 187.83
Ishares Tr Msci Eafe Etf (EFA) 0.0 $231k 2.4k 95.08
Coca-Cola Company (KO) 0.0 $227k 3.4k 66.65
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $222k 4.3k 52.18
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $220k 3.2k 68.71
Zscaler Incorporated (ZS) 0.0 $220k 720.00 305.41
At&t (T) 0.0 $218k 8.1k 27.06
Kenvue (KVUE) 0.0 $218k 14k 15.81
Hilton Worldwide Holdings (HLT) 0.0 $216k 836.00 258.43
Henry Schein (HSIC) 0.0 $216k 3.2k 67.03
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $204k 1.5k 139.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $202k 2.4k 84.06
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $201k 6.7k 30.04
Deere & Company (DE) 0.0 $201k 434.00 462.88
Abbott Laboratories (ABT) 0.0 $200k 1.5k 134.59
Ford Motor Company (F) 0.0 $153k 12k 12.67
Tortoise Capital Series Trus Energy Fd (TNGY) 0.0 $128k 14k 9.20
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $122k 20k 6.10
Capitol Federal Financial (CFFN) 0.0 $105k 17k 6.28
Selectquote Ord (SLQT) 0.0 $32k 15k 2.10