Canvas Wealth Advisors

Canvas Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 222 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Custom Truck One Source Com Cl A (CTOS) 6.9 $41M 7.1M 5.76
Alphabet Cap Stk Cl A (GOOGL) 6.3 $37M 119k 313.00
Microsoft Corporation (MSFT) 5.3 $31M 64k 483.62
Apple (AAPL) 4.9 $29M 106k 271.86
Ishares Tr Core S&p Ttl Stk (ITOT) 4.4 $26M 173k 148.69
NVIDIA Corporation (NVDA) 3.8 $22M 120k 186.50
Palantir Technologies Cl A (PLTR) 3.5 $21M 117k 177.75
Amazon (AMZN) 3.5 $21M 89k 230.82
Ishares Tr Core S&p500 Etf (IVV) 3.4 $20M 29k 684.94
Tesla Motors (TSLA) 3.3 $19M 43k 449.72
Ishares Tr Core S&p Us Gwt (IUSG) 2.9 $17M 101k 167.94
Uber Technologies (UBER) 2.6 $16M 190k 81.71
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.5 $15M 113k 132.37
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $13M 154k 82.32
Advanced Micro Devices (AMD) 1.9 $11M 53k 214.16
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $11M 93k 120.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $11M 405k 27.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $10M 17k 627.11
Palo Alto Networks (PANW) 1.4 $8.2M 45k 184.20
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $7.6M 75k 102.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $7.0M 14k 502.64
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $5.5M 55k 99.88
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $5.4M 73k 74.17
Ishares Tr Core Msci Eafe (IEFA) 0.9 $5.4M 60k 89.46
Clorox Company (CLX) 0.9 $5.2M 51k 100.83
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.9 $5.1M 96k 52.77
JPMorgan Chase & Co. (JPM) 0.8 $4.7M 15k 322.22
Crowdstrike Hldgs Cl A (CRWD) 0.8 $4.7M 9.9k 468.76
3M Company (MMM) 0.8 $4.5M 28k 160.10
Vanguard Index Fds Growth Etf (VUG) 0.7 $3.9M 8.1k 487.86
American Centy Etf Tr Us Eqt Etf (AVUS) 0.7 $3.9M 35k 111.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $3.8M 11k 335.26
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $3.7M 48k 77.02
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.5M 11k 313.81
Broadcom (AVGO) 0.6 $3.5M 10k 346.09
Meta Platforms Cl A (META) 0.6 $3.4M 5.1k 660.03
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $3.3M 65k 50.77
MercadoLibre (MELI) 0.6 $3.2M 1.6k 2014.26
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.1M 12k 257.95
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $3.0M 40k 75.44
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $3.0M 65k 46.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $3.0M 4.00 754800.00
Wal-Mart Stores (WMT) 0.5 $2.9M 26k 111.61
Robinhood Mkts Com Cl A (HOOD) 0.5 $2.9M 26k 113.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $2.8M 27k 101.98
Nike CL B (NKE) 0.4 $2.6M 41k 64.09
Ishares Tr National Mun Etf (MUB) 0.4 $2.2M 21k 107.11
Ishares Tr U.s. Tech Etf (IYW) 0.4 $2.1M 11k 199.68
Asml Holding N V N Y Registry Shs (ASML) 0.4 $2.1M 2.0k 1069.67
Servicenow (NOW) 0.3 $2.0M 13k 153.19
Costco Wholesale Corporation (COST) 0.3 $1.8M 2.1k 862.41
First Busey Corp Com New (BUSE) 0.3 $1.7M 72k 23.79
Vanguard Index Fds Value Etf (VTV) 0.3 $1.7M 8.9k 190.99
Fidelity Covington Trust Enhanced Intl (FENI) 0.3 $1.7M 46k 36.58
Eli Lilly & Co. (LLY) 0.3 $1.5M 1.4k 1074.70
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.4M 4.7k 302.09
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $1.4M 27k 51.05
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.4M 32k 42.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.4M 6.5k 210.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.4M 22k 62.47
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $1.4M 8.4k 160.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.3M 1.9k 681.97
AeroVironment (AVAV) 0.2 $1.3M 5.2k 241.89
Fidelity Covington Trust Enhanced Small (FESM) 0.2 $1.2M 31k 37.78
Ishares Core Msci Emkt (IEMG) 0.2 $1.2M 17k 67.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.1M 3.8k 303.88
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 9.8k 113.92
McDonald's Corporation (MCD) 0.2 $1.1M 3.5k 305.60
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $1.1M 16k 66.00
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.0M 8.9k 115.10
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $1.0M 11k 91.40
California Water Service (CWT) 0.2 $1.0M 23k 43.33
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $943k 11k 88.49
Mastercard Incorporated Cl A (MA) 0.2 $924k 1.6k 570.88
Quanta Services (PWR) 0.2 $914k 2.2k 422.06
Charles Schwab Corporation (SCHW) 0.2 $894k 8.9k 99.91
American Centy Etf Tr International Lr (AVIV) 0.2 $883k 12k 71.23
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.1 $879k 27k 32.54
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $871k 11k 76.23
Marten Transport (MRTN) 0.1 $869k 76k 11.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $837k 4.4k 191.56
Johnson & Johnson (JNJ) 0.1 $801k 3.9k 206.97
Home Depot (HD) 0.1 $799k 2.3k 344.06
Oracle Corporation (ORCL) 0.1 $798k 4.1k 194.93
Bank of America Corporation (BAC) 0.1 $732k 13k 55.00
Kimberly-Clark Corporation (KMB) 0.1 $727k 7.1k 102.52
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $723k 14k 50.58
Spdr Series Trust State Street Spd (SHM) 0.1 $710k 15k 47.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $691k 16k 44.41
Kenvue (KVUE) 0.1 $690k 40k 17.25
Werner Enterprises (WERN) 0.1 $649k 22k 30.01
Stryker Corporation (SYK) 0.1 $648k 1.8k 351.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $641k 3.0k 211.82
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $636k 39k 16.49
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $632k 12k 52.80
Sea Sponsord Ads (SE) 0.1 $629k 4.9k 127.57
First Solar (FSLR) 0.1 $619k 2.4k 261.23
Visa Com Cl A (V) 0.1 $612k 1.7k 350.72
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $611k 6.6k 92.30
Lauder Estee Cos Cl A (EL) 0.1 $608k 5.8k 104.72
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $604k 1.7k 360.13
Aspen Insurance Holdings Ord Shs Cl A (AHL) 0.1 $592k 16k 37.10
Netflix (NFLX) 0.1 $588k 6.3k 93.76
Caterpillar (CAT) 0.1 $588k 1.0k 572.87
Solventum Corp Com Shs (SOLV) 0.1 $584k 7.4k 79.24
Spdr Series Trust State Street Spd (HYMB) 0.1 $582k 23k 24.94
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $579k 7.3k 78.81
Ishares Tr Us Consum Discre (IYC) 0.1 $576k 5.6k 103.13
Exxon Mobil Corporation (XOM) 0.1 $568k 4.7k 120.33
Vanguard World Mega Grwth Ind (MGK) 0.1 $563k 1.4k 412.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $556k 17k 33.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $555k 4.5k 123.26
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $552k 10k 54.84
Mid-America Apartment (MAA) 0.1 $547k 3.9k 138.91
Cisco Systems (CSCO) 0.1 $544k 7.1k 77.03
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $537k 14k 38.11
SJW (HTO) 0.1 $526k 11k 48.99
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $519k 9.0k 57.67
Abbvie (ABBV) 0.1 $515k 2.3k 228.49
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $501k 4.5k 110.19
Intuit (INTU) 0.1 $501k 756.00 662.42
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $496k 13k 39.59
Thermo Fisher Scientific (TMO) 0.1 $451k 778.00 579.50
International Business Machines (IBM) 0.1 $451k 1.5k 296.25
Lam Research Corp Com New (LRCX) 0.1 $436k 2.5k 171.44
Spdr Series Trust State Street Spd (SPYM) 0.1 $409k 5.1k 80.22
Northern Trust Corporation (NTRS) 0.1 $407k 3.0k 137.48
Qiagen Nv Com Shs 0.1 $406k 9.0k 44.97
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $406k 1.4k 290.13
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $403k 8.9k 45.21
BlackRock Insured Municipal Income Trust (BYM) 0.1 $402k 37k 10.94
Nushares Etf Tr Nuveen High Yiel (NHYM) 0.1 $397k 16k 24.80
Ge Aerospace Com New (GE) 0.1 $397k 1.3k 308.03
Pepsi (PEP) 0.1 $396k 2.7k 144.96
Chevron Corporation (CVX) 0.1 $383k 2.5k 152.41
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $380k 11k 34.21
Morgan Stanley Com New (MS) 0.1 $378k 2.1k 177.53
Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $369k 11k 34.46
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $363k 5.2k 69.67
Nextera Energy (NEE) 0.1 $360k 4.5k 80.28
Take-Two Interactive Software (TTWO) 0.1 $355k 1.4k 256.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $350k 569.00 614.31
Procter & Gamble Company (PG) 0.1 $349k 2.4k 143.32
Eaton Corp SHS (ETN) 0.1 $346k 1.1k 318.52
Coca-Cola Company (KO) 0.1 $346k 4.9k 69.91
Aptar (ATR) 0.1 $342k 2.8k 121.97
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $339k 3.9k 85.91
Globe Life (GL) 0.1 $338k 2.4k 139.84
Exchange Listed Fds Tr Long Pond Real E (LPRE) 0.1 $332k 12k 26.69
O'reilly Automotive (ORLY) 0.1 $324k 3.6k 91.21
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $321k 2.2k 143.97
Vanguard World Health Car Etf (VHT) 0.1 $321k 1.1k 287.85
S&p Global (SPGI) 0.1 $318k 608.00 522.59
Micron Technology (MU) 0.1 $316k 1.1k 285.41
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $316k 4.2k 75.77
Raytheon Technologies Corp (RTX) 0.1 $313k 1.7k 183.40
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $313k 1.4k 219.78
Spdr Series Trust State Street Spd (SPMD) 0.1 $308k 5.3k 57.91
Fidelity Covington Trust Enhanced Large (FELC) 0.1 $307k 8.1k 38.17
Hologic (HOLX) 0.1 $307k 4.1k 74.49
American Express Company (AXP) 0.1 $305k 825.00 369.95
Metropcs Communications (TMUS) 0.1 $300k 1.5k 203.04
Nu Hldgs Ord Shs Cl A (NU) 0.1 $299k 18k 16.74
Merck & Co (MRK) 0.1 $296k 2.8k 105.26
TJX Companies (TJX) 0.1 $296k 1.9k 153.61
Arista Networks Com Shs (ANET) 0.0 $294k 2.2k 131.03
Becton, Dickinson and (BDX) 0.0 $291k 1.5k 194.07
Prosperity Bancshares (PB) 0.0 $289k 4.2k 69.71
Wells Fargo & Company (WFC) 0.0 $288k 3.1k 93.20
Verizon Communications (VZ) 0.0 $283k 6.9k 40.73
Travelers Companies (TRV) 0.0 $280k 965.00 290.06
Ishares Tr Russell 2000 Etf (IWM) 0.0 $279k 1.1k 246.16
Amphenol Corp Cl A (APH) 0.0 $279k 2.1k 135.39
Apollo Global Mgmt (APO) 0.0 $277k 1.9k 144.76
salesforce (CRM) 0.0 $270k 1.0k 264.91
UnitedHealth (UNH) 0.0 $269k 816.00 330.15
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $266k 7.0k 37.87
Enterprise Products Partners (EPD) 0.0 $266k 8.3k 32.06
Pfizer (PFE) 0.0 $264k 11k 24.90
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $263k 22k 12.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $261k 4.8k 53.76
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $258k 1.2k 212.07
PNC Financial Services (PNC) 0.0 $255k 1.2k 208.73
Blackrock (BLK) 0.0 $254k 237.00 1070.34
Intuitive Surgical Com New (ISRG) 0.0 $252k 445.00 566.36
Vanguard World Inf Tech Etf (VGT) 0.0 $252k 334.00 753.96
Cardinal Health (CAH) 0.0 $251k 1.2k 205.53
TransDigm Group Incorporated (TDG) 0.0 $250k 188.00 1329.85
Vanguard Index Fds Large Cap Etf (VV) 0.0 $250k 794.00 314.80
Martin Marietta Materials (MLM) 0.0 $250k 401.00 622.90
Select Sector Spdr Tr State Street Con (XLP) 0.0 $247k 3.2k 77.68
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $247k 7.5k 32.73
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $244k 10k 24.04
Philip Morris International (PM) 0.0 $243k 1.5k 160.40
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $242k 5.4k 44.55
Henry Schein (HSIC) 0.0 $242k 3.2k 75.58
Hilton Worldwide Holdings (HLT) 0.0 $241k 839.00 287.25
Altria (MO) 0.0 $238k 4.1k 57.66
Applied Materials (AMAT) 0.0 $238k 924.00 256.99
Kkr & Co (KKR) 0.0 $237k 1.9k 127.48
Lindsay Corporation (LNN) 0.0 $232k 2.0k 117.88
Ishares Tr Msci Eafe Etf (EFA) 0.0 $232k 2.4k 96.03
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ) 0.0 $227k 4.3k 52.87
Blackstone Group Inc Com Cl A (BX) 0.0 $226k 1.5k 154.14
Everest Re Group (EG) 0.0 $225k 663.00 339.41
Marriott Intl Cl A (MAR) 0.0 $217k 700.00 310.37
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $215k 4.7k 45.89
Diageo Spon Adr New (DEO) 0.0 $212k 2.5k 86.27
Chubb (CB) 0.0 $212k 677.00 313.09
Deere & Company (DE) 0.0 $205k 441.00 465.57
American Electric Power Company (AEP) 0.0 $205k 1.8k 115.31
Prologis (PLD) 0.0 $203k 1.6k 127.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $202k 4.1k 49.65
D.R. Horton (DHI) 0.0 $202k 1.4k 144.01
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $201k 6.7k 30.07
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $201k 2.4k 83.75
J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $200k 2.7k 73.30
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $200k 20k 10.00
Ford Motor Company (F) 0.0 $163k 12k 13.12
Tortoise Capital Series Trus Energy Fd (TNGY) 0.0 $127k 14k 9.16
Capitol Federal Financial (CFFN) 0.0 $115k 17k 6.81
Selectquote Ord (SLQT) 0.0 $21k 15k 1.41