Canvas Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Canvas Wealth Advisors, LLC reported 251 stock positions worth $716.9 million. Its top holding was Custom Truck One Source (CTOS) at 9.9% of the portfolio, followed by Alphabet Class A (GOOGL, 5.7%) and iShares Core S&P Total U.S. (ITOT, 4.4%). Compared with Q1 2026, it opened 32 new positions, sold out of 21, added to 112 and reduced 90. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +84%) and the biggest sale Nvidia (NVDA, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $716.9M (Q2 2026)
- SEC Filing
- 0001858782-26-000008 ↗ filed Jul 10, 2026
Holdings Value
Holdings 251 stocks · $716.9M
| CTOS Custom Truck One Source Inc. | 9.86% | 5,982,649 | $70.7M | Reduce -14.8% |
| GOOGL Alphabet Inc. Class A | 5.70% | 114,270 | $40.8M | Reduce -2.4% |
| ITOT iShares Core S&P Total U.S. | 4.41% | 192,444 | $31.6M | Add +3.9% |
| AAPL Apple Inc. | 4.31% | 106,892 | $30.9M | Add +1.3% |
| MSFT Microsoft Corp. | 4.29% | 82,424 | $30.7M | Add +13.1% |
| AMZN Amazon.com Inc. | 4.02% | 120,898 | $28.8M | Add +8.3% |
| AMD Advanced Micro Devices | 3.26% | 40,261 | $23.4M | Reduce -20.8% |
| NVDA Nvidia Corp. | 3.21% | 115,127 | $23.0M | Reduce -5.4% |
| IUSG iShares Core S&P U.S. Growth | 2.66% | 101,556 | $19.1M | Add +2.2% |
| TSLA Tesla Inc. | 2.51% | 42,792 | $18.0M | Reduce -4.7% |
| UBER Uber Technologies Inc. | 2.41% | 239,173 | $17.3M | Add +19.5% |
| PANW Palo Alto Networks Inc. | 2.32% | 48,854 | $16.7M | Reduce -12.1% |
| AVDE Avantis International Equity | 2.31% | 185,740 | $16.6M | Add +4.5% |
| GSLC Goldman Activebeta US LC ETF | 2.20% | 111,252 | $15.8M | Reduce -1.9% |
| PLTR Palantir Technologies Inc. Class A | 2.15% | 132,211 | $15.4M | Add +9.0% |
| SCHD Schwab US DVD Equity ETF | 1.77% | 401,118 | $12.7M | Add +3.1% |
| IJR iShares Core S&P Small-Cap E | 1.74% | 84,031 | $12.5M | Reduce -7.9% |
| VOO Vanguard S&P 500 ETF | 1.54% | 16,122 | $11.1M | Reduce -3.5% |
| IVV iShares Core S&P 500 ETF | 1.45% | 13,883 | $10.4M | Reduce -6.8% |
| CLX Clorox Company | 1.25% | 94,026 | $9.0M | Add +77.3% |
| IUSV iShares Core S&P U.S. Value | 1.25% | 81,196 | $8.9M | Add +6.0% |
| AVLC Avantis US LG Cap Eq ETF | 1.15% | 91,889 | $8.3M | Add +5.1% |
| DFAC Dimensional US Core Equity 2 | 1.12% | 181,125 | $8.0M | Add +83.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 15,609 | $7.8M | Add +7.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.96% | 9,010 | $6.9M | Reduce -36.1% |
| AGG iShares Core U.S. Aggregate | 0.80% | 58,191 | $5.8M | Add +0.3% |
| AVEM Avantis Emerging Markets Eq | 0.77% | 57,073 | $5.5M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.70% | 15,294 | $5.0M | Add +5.6% |
| KMB Kimberly-Clark Corp. | 0.67% | 43,463 | $4.8M | Add +186.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.65% | 48,375 | $4.7M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 11,956 | $4.4M | Add +0.1% |
| HOOD Robinhood Markets Inc. Class A | 0.60% | 42,697 | $4.3M | Add +4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.58% | 47,993 | $4.1M | Reduce -6.1% |
| AVGO Broadcom Inc. | 0.54% | 10,218 | $3.9M | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 0.52% | 43,390 | $3.7M | Add +4.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.52% | 70,777 | $3.7M | Reduce -10.3% |
| MELI MercadoLibre Inc. | 0.51% | 2,143 | $3.6M | Add +19.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.49% | 11,508 | $3.5M | Reduce -3.5% |
| AVUV Avantis US Small Cap Value | 0.48% | 27,854 | $3.5M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 0.46% | 5,850 | $3.3M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 0.45% | 9,175 | $3.2M | Reduce -18.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.44% | 1,603 | $3.2M | Reduce -8.0% |
| JPST JPMorgan Ultra-Short Income | 0.42% | 59,533 | $3.0M | Add +2.8% |
| AVUS Avantis U.S. Equity ETF | 0.42% | 23,403 | $3.0M | Reduce -5.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 4 | $3.0M | No change |
| FBND Fidelity Total Bond ETF | 0.41% | 64,811 | $3.0M | Reduce -28.4% |
| WMT Walmart Inc. | 0.41% | 25,809 | $2.9M | Reduce -0.7% |
| DFUS Dimensional US Eq MKT ETF | 0.40% | 35,109 | $2.9M | Reduce -25.6% |
| NOW ServiceNow Inc. | 0.40% | 28,524 | $2.8M | Add +60.7% |
| IYW iShares Ustechnology ETF | 0.38% | 10,702 | $2.7M | No change |
| SPCX Space Exploration Techn Class A | 0.36% | 15,204 | $2.6M | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 47,075 | $2.4M | Reduce -34.0% |
| MUB iShares National Muni Bond E | 0.33% | 21,763 | $2.3M | Add +9.2% |
| DFIC Dimensional International Co. | 0.32% | 60,748 | $2.3M | Add +58.3% |
| AVAV Aerovironment Inc. | 0.31% | 13,392 | $2.2M | Add +47.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.31% | 7,238 | $2.2M | Add +252.6% |
| CRM Salesforce Inc. | 0.29% | 13,416 | $2.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 4,255 | $2.0M | Add +5.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 9,207 | $2.0M | Add +0.2% |
| EQPT Equipmentshare.com Inc. Class A | 0.26% | 95,410 | $1.9M | Add +83.7% |
| COST Costco Wholesale Corp. | 0.26% | 1,958 | $1.8M | Reduce -5.6% |
| MINO PIMCO Municipal Income Oppor | 0.25% | 39,250 | $1.8M | Reduce -12.5% |
| LLY Eli Lilly & Co. | 0.25% | 1,493 | $1.8M | Add +4.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 4,768 | $1.7M | Add +1.0% |
| DUHP Dimensional US High Profi Et | 0.23% | 39,197 | $1.6M | Add +26.5% |
| DFEM Dimensional Emrg MRKT Core | 0.23% | 39,760 | $1.6M | Add +32.5% |
| DFSV Dimensional US Small Cap Val | 0.22% | 40,580 | $1.6M | Add +29.1% |
| IWD iShares Russell 1000 Value E | 0.22% | 6,480 | $1.6M | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 21,625 | $1.5M | Add +0.4% |
| MU Micron Technology Inc. | 0.21% | 1,327 | $1.5M | Add +10.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 2,035 | $1.5M | Reduce -0.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.21% | 34,663 | $1.5M | Add +0.3% |
| LRCX Lam Research Corp. | 0.20% | 3,326 | $1.4M | Reduce -2.6% |
| PWR Quanta Services Inc. | 0.19% | 1,927 | $1.4M | Reduce -2.1% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.19% | 17,710 | $1.4M | Add +5.7% |
| AVMC Avantis US Mid Cap Eq ETF | 0.17% | 15,585 | $1.3M | Add +98.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.17% | 9,962 | $1.2M | Add +2.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.17% | 10,250 | $1.2M | Reduce -6.3% |
| QGEN Qiagen N.V. | 0.16% | 30,119 | $1.2M | Add +90.2% |
| DFAS Dimensional US Small Cap ETF | 0.16% | 13,535 | $1.1M | Add +124.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 17,749 | $1.1M | Add +7.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.14% | 3,004 | $1.0M | Reduce -13.7% |
| DFGR Dim Global Real Estate ETF | 0.14% | 35,505 | $1.0M | Add +352.8% |
| VGT Vanguard Info Tech ETF | 0.14% | 8,168 | $976K | No change |
| FBCG Fidelity Blue Chip Grow ETF | 0.14% | 15,598 | $969K | Add +3.7% |
| SHOP Shopify Inc. Class A | 0.13% | 8,356 | $954K | Add +1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 4,373 | $930K | Add +1.2% |
| VDC Vanguard Consumer Staple ETF | 0.13% | 4,095 | $923K | New |
| JNJ Johnson & Johnson | 0.13% | 3,629 | $922K | Add +0.1% |
| PSQA PLMR SQ Senior Debt ETF | 0.13% | 44,793 | $916K | Reduce -3.0% |
| DFSD Dimensional Short Duration | 0.12% | 18,694 | $893K | New |
| SMH Vaneck Semiconductor ETF | 0.12% | 1,361 | $892K | Reduce -21.8% |
| MCD McDonald's Corp. | 0.12% | 3,275 | $885K | Reduce -4.3% |
| AVDV Avantis Intl S/C Value ETF | 0.12% | 8,430 | $869K | Add +9.5% |
| NKE Nike Inc. Class B | 0.12% | 20,535 | $851K | Reduce -28.1% |
| CAT Caterpillar Inc. | 0.12% | 790 | $841K | Reduce -15.7% |
| MA Mastercard Inc. Class A | 0.12% | 1,633 | $839K | Reduce -1.7% |
| CWT California Water Service Grp | 0.12% | 17,079 | $831K | Reduce -24.5% |
| MMM 3M Co. | 0.12% | 5,100 | $826K | Reduce -14.2% |
| IEMG iShares Core MSCI Emerging | 0.11% | 9,926 | $822K | Reduce -3.2% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -5.4% | 3.21% | −0.40 |
| TSLA Tesla Inc. | Reduce -4.7% | 2.51% | −0.33 |
| FBND Fidelity Total Bond ETF | Reduce -28.4% | 0.41% | −0.29 |
| JMST JPM Ultra-Short Muni Income | Reduce -34.0% | 0.33% | −0.28 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.9% | 2.20% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -6.8% | 1.45% | −0.20 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.9% | 1.74% | −0.19 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -10.3% | 0.52% | −0.18 |
| DFUS Dimensional US Eq MKT ETF | Reduce -25.6% | 0.40% | −0.17 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 1.54% | −0.15 |
| WMT Walmart Inc. | Reduce -0.7% | 0.41% | −0.14 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.14 |
| NKE Nike Inc. Class B | Reduce -28.1% | 0.12% | −0.14 |
| MRTN Marten Transport Ltd. | Reduce -82.8% | 0.03% | −0.13 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Sold out | 0.00% | −0.13 |
| FESM Fidelity Enhanced Small Cap | Reduce -61.2% | 0.08% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 0.65% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -18.4% | 0.45% | −0.10 |
| MASI Masimo Corp. | Sold out | 0.00% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -5.6% | 0.26% | −0.10 |
| WERN Werner Enterprises Inc. | Sold out | 0.00% | −0.10 |
| MINO PIMCO Municipal Income Oppor | Reduce -12.5% | 0.25% | −0.09 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| NHYM Nuveen HY Municipal Bond ETF | Sold out | 0.00% | −0.08 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −0.06 |
| PEP Pepsico Inc. | Reduce -36.6% | 0.05% | −0.06 |
| CWT California Water Service Grp | Reduce -24.5% | 0.12% | −0.06 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.12% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.1% | 0.58% | −0.06 |
| AVUV Avantis US Small Cap Value | Reduce -2.9% | 0.48% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -5.6% | 0.42% | −0.05 |
| DFAI Dimensional International Co. | Reduce -53.2% | 0.03% | −0.05 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.07% | −0.05 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -6.3% | 0.17% | −0.05 |
| GL Globe Life Inc. | Sold out | 0.00% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -28.8% | 0.06% | −0.04 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.5% | 0.49% | −0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -20.3% | 0.09% | −0.04 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -7.2% | 0.08% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.04 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.04 |
| EG Everest Group Ltd. | Sold out | 0.00% | −0.04 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.04 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAC Dimensional US Core Equity 2 | Add +83.9% | 1.12% | +0.47 |
| KMB Kimberly-Clark Corp. | Add +186.5% | 0.67% | +0.42 |
| SPCX Space Exploration Techn Class A | New | 0.36% | +0.36 |
| CLX Clorox Company | Add +77.3% | 1.25% | +0.32 |
| CRM Salesforce Inc. | New | 0.29% | +0.29 |
| QQQM Invesco Nasdaq 100 ETF | Add +252.6% | 0.31% | +0.22 |
| MU Micron Technology Inc. | Add +10.7% | 0.21% | +0.14 |
| VDC Vanguard Consumer Staple ETF | New | 0.13% | +0.13 |
| DFSD Dimensional Short Duration | New | 0.12% | +0.12 |
| HOOD Robinhood Markets Inc. Class A | Add +4.6% | 0.60% | +0.12 |
| DFGR Dim Global Real Estate ETF | Add +352.8% | 0.14% | +0.11 |
| DFCF Dimensional Core Fixed Inc. | New | 0.09% | +0.09 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| DFIC Dimensional International Co. | Add +58.3% | 0.32% | +0.08 |
| DFAS Dimensional US Small Cap ETF | Add +124.9% | 0.16% | +0.08 |
| EQPT Equipmentshare.com Inc. Class A | Add +83.7% | 0.26% | +0.08 |
| TMHC Taylor Morrison Home Corp. | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | Add +60.7% | 0.40% | +0.08 |
| AVMC Avantis US Mid Cap Eq ETF | Add +98.8% | 0.17% | +0.08 |
| IEF iShares 7-10 Year Treasury B | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +8.3% | 4.02% | +0.06 |
| QGEN Qiagen N.V. | Add +90.2% | 0.16% | +0.06 |
| UNH Unitedhealth Group Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.2% | 0.28% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +32.5% | 0.23% | +0.05 |
| TOST Toast Inc. Class A | New | 0.05% | +0.05 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +2.2% | 2.66% | +0.04 |
| STX Seagate Technology Holdings | Add +0.2% | 0.08% | +0.04 |
| IWF iShares Russell 1000 Growth | New | 0.04% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| C Citigroup Inc. | New | 0.04% | +0.04 |
| SOXX iShares Semiconductor ETF | New | 0.04% | +0.04 |
| ACN Accenture PLC Class A | New | 0.04% | +0.04 |
| RSPT Invesco S&P 500 Equal Weight | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | Add +5.0% | 0.08% | +0.04 |
| DEHP Dimensional Emrg MRK Hi Prof | New | 0.04% | +0.04 |
| GLW Corning Inc. | New | 0.03% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +26.5% | 0.23% | +0.03 |
| UPS United Parcel Service Class B | New | 0.03% | +0.03 |
| DFSV Dimensional US Small Cap Val | Add +29.1% | 0.22% | +0.03 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.03% | +0.03 |
| SCHA Schwab US Small-Cap ETF | New | 0.03% | +0.03 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.03% | +0.03 |
| BBEU JPMorgan Betabuilders Europe | New | 0.03% | +0.03 |
| POR Portland General Electric Co. | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| EMR Emerson Electric Co. | New | 0.03% | +0.03 |
| BN Brookfield Corp. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 251 | $716.9M | CTOS, GOOGL, ITOT, AAPL, MSFT |
| Q1 2026 | 240 | $588.0M | CTOS, GOOGL, MSFT, AAPL, ITOT |
| Q4 2025 | 222 | $588.9M | CTOS, GOOGL, MSFT, AAPL, ITOT |
| Q3 2025 | 214 | $549.9M | MSFT, CTOS, GOOGL, AAPL, ITOT |
| Q2 2025 | 207 | $507.1M | MSFT, CTOS, ITOT, GOOGL, AAPL |
| Q1 2025 | 180 | $389.5M | MSFT, AAPL, ITOT, CTOS, GOOGL |
| Q4 2024 | 177 | $398.3M | AAPL, MSFT, CTOS, ITOT, GOOGL |
| Q3 2024 | 178 | $362.1M | AAPL, MSFT, ITOT, GOOGL, IUSG |
| Q2 2024 | 150 | $323.4M | MSFT, AAPL, CTOS, ITOT, GOOGL |
| Q1 2024 | 146 | $297.5M | MSFT, CTOS, AAPL, GOOGL, ITOT |