Canvas Wealth Advisors

Canvas Wealth Advisors as of March 31, 2026

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 240 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Custom Truck One Source Com Cl A (CTOS) 7.8 $46M 7.0M 6.57
Alphabet Cap Stk Cl A (GOOGL) 5.7 $34M 117k 287.56
Microsoft Corporation (MSFT) 4.6 $27M 73k 370.17
Apple (AAPL) 4.6 $27M 106k 253.79
Ishares Tr Core S&p Ttl Stk (ITOT) 4.5 $26M 185k 142.43
Amazon (AMZN) 4.0 $23M 112k 208.27
NVIDIA Corporation (NVDA) 3.6 $21M 122k 174.41
Palantir Technologies Cl A (PLTR) 3.0 $18M 121k 146.28
Tesla Motors (TSLA) 2.8 $17M 45k 371.75
Ishares Tr Core S&p Us Gwt (IUSG) 2.6 $15M 99k 155.11
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.6 $15M 178k 84.84
Uber Technologies (UBER) 2.4 $14M 200k 71.93
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.4 $14M 114k 125.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $12M 389k 30.68
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $11M 91k 124.31
Advanced Micro Devices (AMD) 1.8 $10M 51k 203.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $10M 17k 597.55
Ishares Tr Core S&p500 Etf (IVV) 1.7 $9.7M 15k 653.23
Palo Alto Networks (PANW) 1.5 $8.9M 56k 160.32
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $7.8M 77k 102.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $7.0M 15k 479.19
American Centy Etf Tr Avantis Us Larg (AVLC) 1.2 $6.8M 87k 77.55
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $5.8M 58k 99.27
Crowdstrike Hldgs Cl A (CRWD) 0.9 $5.5M 14k 390.41
Clorox Company (CLX) 0.9 $5.5M 53k 103.63
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $4.7M 58k 80.58
Ishares Tr Core Msci Eafe (IEFA) 0.8 $4.5M 49k 90.53
JPMorgan Chase & Co. (JPM) 0.7 $4.3M 15k 294.16
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.7 $4.1M 91k 45.76
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $4.1M 79k 51.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $3.8M 12k 320.81
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $3.8M 99k 38.86
Vanguard Index Fds Growth Etf (VUG) 0.6 $3.7M 8.5k 436.80
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $3.6M 71k 50.98
Dimensional Etf Trust Us Equity Market (DFUS) 0.6 $3.3M 47k 70.91
Wal-Mart Stores (WMT) 0.6 $3.2M 26k 124.53
Meta Platforms Cl A (META) 0.5 $3.2M 5.7k 572.10
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.2M 11k 286.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $3.2M 41k 77.11
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $3.2M 29k 110.47
Broadcom (AVGO) 0.5 $3.1M 10k 309.51
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.1M 12k 261.92
MercadoLibre (MELI) 0.5 $3.1M 1.8k 1729.02
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.9M 58k 50.61
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.9M 4.00 718140.00
Robinhood Mkts Com Cl A (HOOD) 0.5 $2.8M 41k 69.30
American Centy Etf Tr Us Eqt Etf (AVUS) 0.5 $2.8M 25k 111.18
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $2.3M 1.7k 1320.60
Ishares Tr National Mun Etf (MUB) 0.4 $2.1M 20k 106.15
Costco Wholesale Corporation (COST) 0.4 $2.1M 2.1k 996.51
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $2.0M 45k 45.17
Ishares Tr U.s. Tech Etf (IYW) 0.3 $1.9M 11k 181.42
Servicenow (NOW) 0.3 $1.9M 18k 104.55
Vanguard Index Fds Value Etf (VTV) 0.3 $1.8M 9.2k 196.21
AeroVironment (AVAV) 0.3 $1.7M 9.1k 183.04
Nike CL B (NKE) 0.3 $1.5M 29k 53.40
Kimberly-Clark Corporation (KMB) 0.3 $1.5M 15k 97.60
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.5M 35k 42.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.4M 4.7k 302.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.4M 6.5k 213.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.4M 22k 64.08
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $1.4M 4.0k 338.88
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $1.4M 38k 35.53
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.3M 2.1k 650.39
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.4k 919.79
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.3M 11k 116.29
American Centy Etf Tr International Lr (AVIV) 0.2 $1.3M 17k 74.83
Fidelity Covington Trust Enhanced Small (FESM) 0.2 $1.2M 32k 38.00
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $1.1M 31k 36.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.1M 13k 88.70
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $1.1M 31k 35.04
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.1M 9.8k 111.37
Quanta Services (PWR) 0.2 $1.1M 2.0k 549.02
McDonald's Corporation (MCD) 0.2 $1.1M 3.4k 310.76
Equipmentshare Com Cl A 0.2 $1.1M 52k 20.37
Vanguard Index Fds Large Cap Etf (VV) 0.2 $1.0M 3.5k 298.85
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $1.0M 30k 34.55
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $1.0M 17k 62.56
California Water Service (CWT) 0.2 $1.0M 23k 45.34
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $980k 8.3k 118.62
Marten Transport (MRTN) 0.2 $967k 74k 13.13
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA) 0.2 $944k 46k 20.44
Johnson & Johnson (JNJ) 0.2 $886k 3.6k 244.46
3M Company (MMM) 0.1 $863k 5.9k 145.24
Exxon Mobil Corporation (XOM) 0.1 $837k 4.9k 169.65
Mastercard Incorporated Cl A (MA) 0.1 $830k 1.7k 499.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $830k 4.3k 191.91
Spdr Series Trust State Street Spd (HYMB) 0.1 $776k 31k 24.80
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $769k 7.7k 99.86
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $754k 15k 50.12
Home Depot (HD) 0.1 $746k 2.3k 328.92
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $746k 39k 19.30
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $746k 3.4k 217.22
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $744k 15k 50.45
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $739k 13k 59.03
Lam Research Corp Com New (LRCX) 0.1 $731k 3.4k 213.92
Ishares Core Msci Emkt (IEMG) 0.1 $715k 10k 69.75
Vanguard World Inf Tech Etf (VGT) 0.1 $712k 1.0k 697.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $686k 10k 67.53
Netflix (NFLX) 0.1 $677k 7.0k 96.15
First Busey Corp Com New (BUSE) 0.1 $671k 27k 25.27
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $667k 1.7k 383.33
Caterpillar (CAT) 0.1 $664k 937.00 708.46
Spdr Series Trust State Street Spd (SHM) 0.1 $646k 14k 47.83
Pepsi (PEP) 0.1 $637k 4.1k 155.29
Qiagen Nv Ord Shares (QGEN) 0.1 $634k 16k 40.04
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $632k 13k 50.57
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $621k 6.6k 93.74
Stryker Corporation (SYK) 0.1 $603k 1.8k 328.59
Bank of America Corporation (BAC) 0.1 $603k 12k 48.75
Charles Schwab Corporation (SCHW) 0.1 $593k 6.3k 93.98
Oracle Corporation (ORCL) 0.1 $586k 4.0k 147.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $582k 1.0k 577.18
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $582k 16k 37.20
Visa Com Cl A (V) 0.1 $569k 1.9k 302.25
Vanguard World Mega Grwth Ind (MGK) 0.1 $568k 1.5k 367.44
Masimo Corporation (MASI) 0.1 $568k 3.2k 177.87
American Centy Etf Tr Avantis Us Mid C (AVMC) 0.1 $566k 7.8k 72.24
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $563k 7.2k 78.41
Werner Enterprises (WERN) 0.1 $561k 19k 29.41
Ishares Tr Us Consum Discre (IYC) 0.1 $541k 5.6k 96.92
Solventum Corp Com Shs (SOLV) 0.1 $538k 8.2k 65.30
Chevron Corporation (CVX) 0.1 $537k 2.6k 206.90
Intuit (INTU) 0.1 $535k 1.2k 432.38
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $535k 9.4k 56.68
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $532k 11k 50.04
Cisco Systems (CSCO) 0.1 $524k 6.8k 77.59
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $503k 816.00 616.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $501k 4.4k 113.11
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $496k 13k 38.96
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $495k 4.5k 108.99
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $488k 3.7k 132.90
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $488k 2.1k 237.61
Kenvue (KVUE) 0.1 $470k 27k 17.24
Abbvie (ABBV) 0.1 $466k 2.1k 217.49
Nushares Etf Tr Nuveen High Yiel (NHYM) 0.1 $457k 19k 24.70
BlackRock MuniHoldings Fund (MHD) 0.1 $456k 40k 11.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $455k 18k 25.10
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $451k 6.0k 75.10
Mid-America Apartment (MAA) 0.1 $442k 3.6k 122.12
O'reilly Automotive (ORLY) 0.1 $442k 4.8k 92.31
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $436k 8.9k 48.93
Nextera Energy (NEE) 0.1 $433k 4.7k 92.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $428k 6.0k 71.13
Thermo Fisher Scientific (TMO) 0.1 $422k 858.00 491.96
Spdr Series Trust State Street Spd (SPYM) 0.1 $421k 5.5k 76.54
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $416k 4.7k 88.02
Micron Technology (MU) 0.1 $405k 1.2k 337.99
Sea Sponsord Ads (SE) 0.1 $403k 4.9k 82.81
Kkr & Co (KKR) 0.1 $402k 4.3k 92.50
Ge Aerospace Com New (GE) 0.1 $387k 1.4k 283.77
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $377k 1.3k 287.19
Eaton Corp SHS (ETN) 0.1 $375k 1.0k 357.69
Coca-Cola Company (KO) 0.1 $373k 4.9k 76.57
Metropcs Communications (TMUS) 0.1 $373k 1.8k 210.03
Verizon Communications (VZ) 0.1 $365k 7.3k 50.20
Merck & Co (MRK) 0.1 $362k 3.0k 121.12
Calavo Growers (CVGW) 0.1 $357k 14k 25.79
International Business Machines (IBM) 0.1 $356k 1.5k 242.43
Morgan Stanley Com New (MS) 0.1 $354k 2.2k 164.57
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $354k 9.9k 35.71
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $352k 4.4k 80.61
Northern Trust Corporation (NTRS) 0.1 $345k 2.5k 140.38
Procter & Gamble Company (PG) 0.1 $343k 2.4k 144.44
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $341k 8.6k 39.44
Altria (MO) 0.1 $338k 5.1k 65.99
American Express Company (AXP) 0.1 $338k 1.1k 302.48
Pfizer (PFE) 0.1 $335k 12k 28.08
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $330k 13k 25.64
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $326k 9.1k 35.78
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $323k 10k 32.22
Raytheon Technologies Corp (RTX) 0.1 $321k 1.7k 192.90
Exchange Listed Fds Tr Long Pond Real E (LPRE) 0.1 $320k 12k 26.04
Spdr Series Trust State Street Spd (SPMD) 0.1 $308k 5.2k 59.22
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $307k 7.0k 43.66
Vanguard World Health Car Etf (VHT) 0.1 $304k 1.1k 272.33
Enterprise Products Partners (EPD) 0.1 $304k 8.0k 37.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $301k 1.4k 215.06
Philip Morris International (PM) 0.1 $299k 1.8k 166.82
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $283k 1.3k 211.15
TJX Companies (TJX) 0.0 $282k 1.8k 159.70
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $282k 9.1k 30.96
Prosperity Bancshares (PB) 0.0 $281k 4.2k 67.78
First Solar (FSLR) 0.0 $281k 1.4k 197.26
PNC Financial Services (PNC) 0.0 $277k 1.3k 208.09
Globe Life (GL) 0.0 $272k 2.0k 139.16
Ishares Tr Russell 2000 Etf (IWM) 0.0 $269k 1.1k 248.00
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.0 $267k 7.8k 34.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $267k 11k 24.75
Applied Materials (AMAT) 0.0 $266k 778.00 341.79
Arista Networks Com Shs (ANET) 0.0 $265k 2.2k 122.78
Amphenol Corp Cl A (APH) 0.0 $264k 2.1k 126.60
Select Sector Spdr Tr State Street Con (XLP) 0.0 $263k 3.2k 81.98
S&p Global (SPGI) 0.0 $262k 615.00 425.34
Cardinal Health (CAH) 0.0 $258k 1.2k 211.37
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $257k 7.1k 36.27
Ge Vernova (GEV) 0.0 $257k 294.00 873.40
Western Digital (WDC) 0.0 $256k 948.00 270.49
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $256k 7.5k 33.97
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $256k 22k 11.57
Hilton Worldwide Holdings (HLT) 0.0 $254k 836.00 304.08
Deere & Company (DE) 0.0 $254k 450.00 563.30
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $252k 5.4k 46.36
Nu Hldgs Ord Shs Cl A (NU) 0.0 $248k 17k 14.37
Travelers Companies (TRV) 0.0 $247k 848.00 291.68
At&t (T) 0.0 $247k 8.5k 28.99
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $247k 20k 12.33
Apollo Global Mgmt (APO) 0.0 $244k 2.2k 111.42
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $244k 621.00 392.50
Linde SHS (LIN) 0.0 $241k 487.00 495.77
Wells Fargo & Company (WFC) 0.0 $238k 3.0k 79.61
Lauder Estee Cos Cl A (EL) 0.0 $236k 3.3k 71.77
Phillips 66 (PSX) 0.0 $235k 1.3k 182.17
Ishares Tr Msci Eafe Etf (EFA) 0.0 $235k 2.4k 97.13
Quest Diagnostics Incorporated (DGX) 0.0 $234k 1.2k 196.04
Bristol Myers Squibb (BMY) 0.0 $232k 3.8k 60.65
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $232k 2.9k 80.56
Us Bancorp Com New (USB) 0.0 $231k 4.4k 52.53
Aptar (ATR) 0.0 $231k 1.8k 126.05
American Electric Power Company (AEP) 0.0 $230k 1.8k 131.08
Blackrock (BLK) 0.0 $227k 236.00 961.71
Everest Re Group (EG) 0.0 $226k 691.00 326.96
Chubb (CB) 0.0 $226k 691.00 326.89
Lindsay Corporation (LNN) 0.0 $221k 1.9k 119.09
Lockheed Martin Corporation (LMT) 0.0 $220k 364.00 604.41
Amgen (AMGN) 0.0 $219k 622.00 351.90
Gilead Sciences (GILD) 0.0 $216k 1.5k 139.37
Becton, Dickinson and (BDX) 0.0 $215k 1.4k 157.26
TransDigm Group Incorporated (TDG) 0.0 $214k 185.00 1158.96
Adobe Systems Incorporated (ADBE) 0.0 $210k 864.00 243.08
Blackstone Group Inc Com Cl A (BX) 0.0 $209k 1.8k 114.99
Kla Corp Com New (KLAC) 0.0 $209k 142.00 1472.41
Marriott Intl Cl A (MAR) 0.0 $208k 637.00 327.22
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $208k 7.8k 26.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $207k 3.8k 54.05
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $202k 5.3k 38.42
Intuitive Surgical Com New (ISRG) 0.0 $202k 437.00 460.99
Tortoise Capital Series Trus Energy Etf (TNGY) 0.0 $145k 14k 10.43
Ford Motor Company (F) 0.0 $144k 12k 11.54
Capitol Federal Financial (CFFN) 0.0 $122k 17k 7.13