Canvas Wealth Advisors

Canvas Wealth Advisors as of June 30, 2026

Portfolio Holdings for Canvas Wealth Advisors

Canvas Wealth Advisors holds 251 positions in its portfolio as reported in the June 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) 9.9 $71M 6.0M 11.81
Alphabet Cap Stk Cl A (GOOGL) 5.7 $41M 114k 357.37
Ishares Tr Core S&p Ttl Stk (ITOT) 4.4 $32M 192k 164.27
Apple (AAPL) 4.3 $31M 107k 289.36
Microsoft Corporation (MSFT) 4.3 $31M 82k 373.02
Amazon (AMZN) 4.0 $29M 121k 238.34
Advanced Micro Devices (AMD) 3.3 $23M 40k 580.91
NVIDIA Corporation (NVDA) 3.2 $23M 115k 200.09
Ishares Tr Core S&p Us Gwt (IUSG) 2.7 $19M 102k 188.09
Tesla Motors (TSLA) 2.5 $18M 43k 420.60
Uber Technologies (UBER) 2.4 $17M 239k 72.16
Palo Alto Networks (PANW) 2.3 $17M 49k 341.02
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.3 $17M 186k 89.20
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.2 $16M 111k 141.89
Palantir Technologies Cl A (PLTR) 2.2 $15M 132k 116.67
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.8 $13M 401k 31.71
Ishares Tr Core S&p Scp Etf (IJR) 1.7 $13M 84k 148.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $11M 16k 686.79
Ishares Tr Core S&p500 Etf (IVV) 1.5 $10M 14k 748.89
Clorox Company (CLX) 1.3 $9.0M 94k 95.44
Ishares Tr Core S&p Us Vlu (IUSV) 1.2 $8.9M 81k 110.15
American Centy Etf Tr Avantis Us Larg (AVLC) 1.2 $8.3M 92k 89.96
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.1 $8.0M 181k 44.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $7.8M 16k 500.40
Crowdstrike Hldgs Cl A (CRWD) 1.0 $6.9M 9.0k 763.14
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $5.8M 58k 98.98
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $5.5M 57k 96.49
JPMorgan Chase & Co. (JPM) 0.7 $5.0M 15k 327.33
Kimberly-Clark Corporation (KMB) 0.7 $4.8M 44k 110.99
Ishares Tr Core Msci Eafe (IEFA) 0.7 $4.7M 48k 96.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $4.4M 12k 370.05
Robinhood Mkts Com Cl A (HOOD) 0.6 $4.3M 43k 100.28
Vanguard Index Fds Growth Etf (VUG) 0.6 $4.1M 48k 86.14
Broadcom (AVGO) 0.5 $3.9M 10k 377.76
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $3.7M 43k 85.49
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.5 $3.7M 71k 52.34
MercadoLibre (MELI) 0.5 $3.6M 2.1k 1697.39
Vanguard Index Fds Small Cp Etf (VB) 0.5 $3.5M 12k 303.13
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $3.5M 28k 124.76
Meta Platforms Cl A (META) 0.5 $3.3M 5.9k 563.28
Alphabet Cap Stk Cl C (GOOG) 0.5 $3.2M 9.2k 353.32
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $3.2M 1.6k 1989.20
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.4 $3.0M 60k 50.57
American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $3.0M 23k 128.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $3.0M 4.00 748850.00
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $3.0M 65k 45.68
Wal-Mart Stores (WMT) 0.4 $2.9M 26k 113.26
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.4 $2.9M 35k 81.94
Servicenow (NOW) 0.4 $2.8M 29k 99.28
Ishares Tr U.s. Tech Etf (IYW) 0.4 $2.7M 11k 252.23
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.4 $2.6M 15k 170.86
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $2.4M 47k 51.00
Ishares Tr National Mun Etf (MUB) 0.3 $2.3M 22k 107.62
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $2.3M 61k 37.26
AeroVironment (AVAV) 0.3 $2.2M 13k 165.07
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.2M 7.2k 302.96
salesforce (CRM) 0.3 $2.1M 13k 156.79
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $2.0M 4.3k 477.60
Vanguard Index Fds Value Etf (VTV) 0.3 $2.0M 9.2k 217.92
Equipmentshare Com Cl A (EQPT) 0.3 $1.9M 95k 19.66
Costco Wholesale Corporation (COST) 0.3 $1.8M 2.0k 935.55
Pimco Etf Tr Muni Income Opp (MINO) 0.3 $1.8M 39k 45.76
Eli Lilly & Co. (LLY) 0.2 $1.8M 1.5k 1199.46
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $1.7M 4.8k 365.69
Dimensional Etf Trust Us High Prof Etf (DUHP) 0.2 $1.6M 39k 41.73
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $1.6M 40k 40.64
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.2 $1.6M 41k 38.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.6M 6.5k 242.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.5M 22k 71.25
Micron Technology (MU) 0.2 $1.5M 1.3k 1153.86
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $1.5M 2.0k 746.82
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.2 $1.5M 35k 42.41
Lam Research Corp Com New (LRCX) 0.2 $1.4M 3.3k 433.59
Quanta Services (PWR) 0.2 $1.4M 1.9k 720.04
American Centy Etf Tr International Lr (AVIV) 0.2 $1.4M 18k 77.42
American Centy Etf Tr Ava Mid Equ Etf (AVMC) 0.2 $1.3M 16k 80.25
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.2M 10k 124.42
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.2 $1.2M 10k 117.09
Qiagen Nv Ord Shares (QGEN) 0.2 $1.2M 30k 39.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.1M 14k 82.34
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $1.1M 18k 62.20
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.0M 3.0k 343.91
Dimensional Etf Trust Global Real Est (DFGR) 0.1 $1.0M 36k 28.97
Vanguard World Inf Tech Etf (VGT) 0.1 $976k 8.2k 119.52
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.1 $969k 16k 62.11
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $954k 8.4k 114.18
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $931k 4.4k 212.77
Vanguard World Consum Stp Etf (VDC) 0.1 $923k 4.1k 225.49
Johnson & Johnson (JNJ) 0.1 $922k 3.6k 253.99
Palmer Square Funds Tr Clo Sr Debt Etf (PSQA) 0.1 $917k 45k 20.46
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.1 $893k 19k 47.75
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $893k 1.4k 655.74
McDonald's Corporation (MCD) 0.1 $885k 3.3k 270.29
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.1 $869k 8.4k 103.05
Nike CL B (NKE) 0.1 $852k 21k 41.46
Caterpillar (CAT) 0.1 $841k 790.00 1064.90
Mastercard Incorporated Cl A (MA) 0.1 $839k 1.6k 513.60
California Water Service (CWT) 0.1 $831k 17k 48.65
3M Company (MMM) 0.1 $826k 5.1k 161.90
Ishares Core Msci Emkt (IEMG) 0.1 $822k 9.9k 82.84
Cisco Systems (CSCO) 0.1 $813k 6.9k 117.46
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $804k 3.3k 242.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $788k 10k 77.11
First Busey Corp Com New (BUSE) 0.1 $783k 27k 29.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $758k 6.9k 109.07
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $739k 39k 19.12
Spdr Series Trust St Nuve Term Etf (SHM) 0.1 $730k 15k 47.96
Bank of America Corporation (BAC) 0.1 $710k 13k 56.98
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $704k 6.6k 106.31
Home Depot (HD) 0.1 $695k 2.0k 352.61
Vanguard World Mega Grwth Ind (MGK) 0.1 $679k 7.7k 87.91
Abbvie (ABBV) 0.1 $656k 2.6k 251.63
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.1 $645k 15k 42.21
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.1 $644k 12k 55.57
Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $635k 25k 25.44
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $634k 16k 40.13
Visa Com Cl A (V) 0.1 $633k 1.8k 343.10
Intel Corporation (INTC) 0.1 $623k 4.5k 139.63
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $618k 878.00 703.34
Kenvue (KVUE) 0.1 $605k 32k 19.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $605k 4.4k 137.53
Fidelity Covington Trust Enhanced Sml Cap (FESM) 0.1 $603k 13k 48.29
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $601k 622.00 965.74
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $593k 12k 51.05
Oracle Corporation (ORCL) 0.1 $592k 4.0k 146.56
Applied Materials (AMAT) 0.1 $591k 817.00 723.01
Stryker Corporation (SYK) 0.1 $579k 1.8k 314.84
Taylor Morrison Hom (TMHC) 0.1 $575k 8.0k 71.74
Western Digital (WDC) 0.1 $566k 886.00 638.72
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $565k 10k 56.48
Ishares Tr Us Consum Discre (IYC) 0.1 $565k 5.6k 101.10
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $560k 7.2k 77.91
American Express Company (AXP) 0.1 $543k 1.6k 338.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $541k 734.00 736.40
Charles Schwab Corporation (SCHW) 0.1 $533k 5.8k 92.27
Ge Aerospace Com New (GE) 0.1 $530k 1.4k 373.73
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $528k 18k 28.96
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $501k 5.3k 94.57
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $493k 12k 40.13
BlackRock MuniHoldings Fund (MHD) 0.1 $488k 41k 11.96
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $478k 4.8k 99.10
Netflix (NFLX) 0.1 $474k 6.6k 71.40
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $473k 14k 34.12
Thermo Fisher Scientific (TMO) 0.1 $471k 939.00 501.38
Spdr Series Trust St Str P500etf (SPYM) 0.1 $466k 5.3k 87.88
Eaton Corp SHS (ETN) 0.1 $463k 1.1k 426.14
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $454k 11k 42.67
Morgan Stanley Com New (MS) 0.1 $453k 2.2k 209.04
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $451k 8.9k 50.69
Coca-Cola Company (KO) 0.1 $451k 5.5k 81.79
Kla Corp Com New (KLAC) 0.1 $448k 1.5k 301.71
Schwab Strategic Tr Fundamental Intl (FNDF) 0.1 $447k 8.5k 52.76
O'reilly Automotive (ORLY) 0.1 $437k 4.7k 92.09
International Business Machines (IBM) 0.1 $437k 1.6k 281.25
Solventum Corp Com Shs (SOLV) 0.1 $434k 5.6k 77.15
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $432k 11k 39.54
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $423k 5.3k 80.57
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $419k 5.0k 83.75
Kkr & Co (KKR) 0.1 $417k 4.5k 91.78
Chevron Corporation (CVX) 0.1 $416k 2.5k 165.76
Mid-America Apartment (MAA) 0.1 $409k 2.9k 138.94
Nextera Energy (NEE) 0.1 $406k 4.6k 87.77
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $403k 4.4k 91.21
Altria (MO) 0.1 $395k 5.5k 71.95
Arista Networks Com Shs (ANET) 0.1 $388k 2.3k 169.88
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $387k 2.0k 190.52
Merck & Co (MRK) 0.1 $385k 3.0k 129.35
Amphenol Corp Cl A (APH) 0.1 $375k 2.1k 176.32
Procter & Gamble Company (PG) 0.1 $374k 2.5k 146.64
Aptar (ATR) 0.1 $371k 3.0k 125.21
UnitedHealth (UNH) 0.1 $363k 874.00 415.67
Philip Morris International (PM) 0.0 $358k 2.0k 180.91
Northern Trust Corporation (NTRS) 0.0 $355k 2.0k 174.74
PNC Financial Services (PNC) 0.0 $353k 1.4k 246.22
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $352k 1.5k 236.62
Pepsi (PEP) 0.0 $352k 2.6k 135.40
Toast Cl A (TOST) 0.0 $345k 12k 27.82
Sea Sponsord Ads (SE) 0.0 $339k 3.5k 95.83
Ge Vernova (GEV) 0.0 $338k 288.00 1174.86
Vanguard World Health Car Etf (VHT) 0.0 $333k 1.1k 299.01
Exchange Listed Fds Tr Long Pon Rea Etf (LPRE) 0.0 $331k 11k 30.10
Lindsay Corporation (LNN) 0.0 $327k 2.6k 123.81
Verizon Communications (VZ) 0.0 $325k 7.7k 42.34
Ngl Energy Partners Com Unit Repst (NGL) 0.0 $319k 20k 15.93
Snowflake Com Shs (SNOW) 0.0 $314k 1.2k 254.50
Ishares Tr Russell 2000 Etf (IWM) 0.0 $311k 1.0k 300.45
Metropcs Communications (TMUS) 0.0 $311k 1.9k 167.72
Travelers Companies (TRV) 0.0 $309k 935.00 330.12
Raytheon Technologies Corp (RTX) 0.0 $306k 1.6k 189.73
First Tr Exchange-traded No Amer Energy (EMLP) 0.0 $305k 7.0k 43.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $302k 8.2k 36.87
Enterprise Products Partners (EPD) 0.0 $299k 8.1k 36.76
Deere & Company (DE) 0.0 $294k 463.00 634.33
Fidelity Covington Trust Enhanced Large (FELC) 0.0 $290k 6.9k 41.91
Cardinal Health (CAH) 0.0 $289k 1.2k 237.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $283k 2.3k 124.17
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $282k 9.6k 29.43
Dell Technologies CL C (DELL) 0.0 $281k 651.00 431.46
Citigroup Com New (C) 0.0 $280k 2.0k 139.98
Spdr Series Trust St Str P400mid (SPMD) 0.0 $278k 4.1k 67.56
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $278k 7.5k 36.84
TJX Companies (TJX) 0.0 $276k 1.8k 151.50
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $275k 23k 12.19
Linde SHS (LIN) 0.0 $274k 527.00 518.95
Ishares Tr Ishares Semicdtr (SOXX) 0.0 $273k 426.00 640.40
Pfizer (PFE) 0.0 $272k 11k 24.08
Accenture Plc Ireland Shs Class A (ACN) 0.0 $272k 2.2k 124.44
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $272k 9.8k 27.70
Us Bancorp Com New (USB) 0.0 $271k 4.5k 60.40
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.0 $267k 4.1k 64.50
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $267k 6.2k 42.77
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $264k 5.4k 48.56
Bristol Myers Squibb (BMY) 0.0 $262k 4.6k 57.62
American Electric Power Company (AEP) 0.0 $258k 1.9k 136.81
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $257k 1.1k 227.06
TransDigm Group Incorporated (TDG) 0.0 $253k 190.00 1332.04
Quest Diagnostics Incorporated (DGX) 0.0 $253k 1.2k 212.01
Ishares Tr Msci Eafe Etf (EFA) 0.0 $251k 2.4k 103.88
Corning Incorporated (GLW) 0.0 $250k 978.00 255.43
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.0 $246k 6.0k 41.25
Wells Fargo & Company (WFC) 0.0 $242k 2.9k 82.64
Apollo Global Mgmt (APO) 0.0 $242k 2.0k 118.31
United Parcel Svcs CL B (UPS) 0.0 $240k 2.2k 107.49
Becton, Dickinson and (BDX) 0.0 $239k 1.6k 151.29
Amgen (AMGN) 0.0 $237k 655.00 362.17
Chubb (CB) 0.0 $230k 674.00 341.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $228k 3.8k 59.69
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) 0.0 $227k 3.8k 59.31
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $227k 6.3k 36.13
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $222k 2.9k 76.10
Phillips 66 (PSX) 0.0 $221k 1.3k 169.11
Blackrock (BLK) 0.0 $220k 229.00 961.56
Marten Transport (MRTN) 0.0 $220k 13k 17.35
First Solar (FSLR) 0.0 $218k 925.00 235.96
Prosperity Bancshares (PB) 0.0 $217k 3.0k 73.63
Marriott Intl Cl A (MAR) 0.0 $216k 583.00 370.77
J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) 0.0 $212k 2.7k 77.77
Blackstone Group Inc Com Cl A (BX) 0.0 $210k 1.8k 117.67
Portland Gen Elec Com New (POR) 0.0 $208k 4.0k 51.83
Fidelity Covington Trust Enhanced Emrngs (FEMR) 0.0 $206k 4.8k 42.58
Texas Instruments Incorporated (TXN) 0.0 $206k 690.00 298.07
Emerson Electric (EMR) 0.0 $205k 1.4k 143.15
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.0 $204k 4.8k 42.59
Goldman Sachs (GS) 0.0 $202k 200.00 1011.37
Henry Schein (HSIC) 0.0 $201k 2.4k 83.52
Nu Hldgs Ord Shs Cl A (NU) 0.0 $196k 15k 13.36
Ford Motor Company (F) 0.0 $183k 13k 13.90
Capitol Federal Financial (CFFN) 0.0 $148k 17k 8.51
Tortoise Capital Series Trus Energy Etf (TNGY) 0.0 $135k 14k 9.71
New Fortress Energy Com Cl A (NFE) 0.0 $3.9k 11k 0.36
Microvision Inc Del Com New (MVIS) 0.0 $3.4k 10k 0.33