Canvas Wealth Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Canvas Wealth Advisors, LLC reported 146 stock positions worth $297.5 million. Its top holding was Microsoft (MSFT) at 7.2% of the portfolio, followed by Custom Truck One Source (CTOS, 6.1%) and Apple (AAPL, 5.3%). Compared with Q4 2023, it opened 37 new positions, sold out of 16, added to 58 and reduced 42. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +30%) and the biggest sale Goldman Activebeta US LC ETF (GSLC, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $297.5M (Q1 2024)
- SEC Filing
- 0001085146-24-001977 ↗ filed Apr 23, 2024
Holdings Value
Holdings 146 stocks · $297.5M
| MSFT Microsoft Corp. | 7.15% | 51,665 | $21.3M | Add +2.8% |
| CTOS Custom Truck One Source Inc. | 6.13% | 3,487,228 | $18.2M | Add +2.2% |
| AAPL Apple Inc. | 5.26% | 93,088 | $15.6M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 4.89% | 93,617 | $14.6M | Add +2.5% |
| ITOT iShares Core S&P Total U.S. | 4.78% | 129,392 | $14.2M | Add +29.6% |
| IUSG iShares Core S&P U.S. Growth | 4.26% | 112,263 | $12.7M | Reduce -8.4% |
| AMZN Amazon.com Inc. | 3.85% | 63,112 | $11.4M | Reduce -1.5% |
| GSLC Goldman Activebeta US LC ETF | 3.83% | 115,291 | $11.4M | Reduce -19.9% |
| UBER Uber Technologies Inc. | 3.76% | 155,644 | $11.2M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 3.17% | 124,386 | $9.4M | Add +7.6% |
| AMD Advanced Micro Devices | 2.87% | 55,364 | $8.5M | Reduce -10.5% |
| AVDE Avantis International Equity | 2.76% | 133,873 | $8.2M | Reduce -1.9% |
| MMM 3M Co. | 2.75% | 90,050 | $8.2M | Add +23.4% |
| IJR iShares Core S&P Small-Cap E | 2.40% | 69,916 | $7.1M | Add +37.9% |
| IVV iShares Core S&P 500 ETF | 2.04% | 12,054 | $6.1M | Add +72.3% |
| IUSV iShares Core S&P U.S. Value | 1.84% | 64,016 | $5.5M | Reduce -14.2% |
| NVDA Nvidia Corp. | 1.82% | 6,443 | $5.4M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 1.71% | 59,805 | $5.1M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 1.68% | 10,889 | $5.0M | Reduce -5.7% |
| TSLA Tesla Inc. | 1.33% | 25,510 | $4.0M | Add +94.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 9,523 | $3.8M | Reduce -2.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.21% | 6 | $3.6M | No change |
| PLTR Palantir Technologies Inc. Class A | 1.15% | 159,880 | $3.4M | Add +4.8% |
| AGG iShares Core U.S. Aggregate | 1.07% | 33,410 | $3.2M | Add +18.2% |
| PANW Palo Alto Networks Inc. | 1.04% | 11,149 | $3.1M | Add +27.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.00% | 8,996 | $3.0M | Reduce -6.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 40,360 | $2.9M | Add +6.0% |
| AVUV Avantis US Small Cap Value | 0.91% | 31,247 | $2.7M | Add +54.6% |
| XRAY Dentsply Sirona Inc. | 0.73% | 71,423 | $2.2M | Add +17.6% |
| VXUS Vanguard Total Intl Stock | 0.72% | 36,941 | $2.1M | New |
| FBND Fidelity Total Bond ETF | 0.70% | 47,325 | $2.1M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 8,450 | $2.1M | Reduce -44.6% |
| KMB Kimberly-Clark Corp. | 0.67% | 15,916 | $2.0M | Add +18.7% |
| SCHW Schwab (charles) Corp. | 0.64% | 26,080 | $1.9M | Reduce -14.1% |
| JPM JPMorgan Chase & Co. | 0.61% | 10,108 | $1.8M | Add +4.9% |
| AVEM Avantis Emerging Markets Eq | 0.54% | 28,377 | $1.6M | Add +9.7% |
| META Meta Platforms Inc. Class A | 0.51% | 3,078 | $1.5M | Add +14.3% |
| NTRS Northern Trust Corp. | 0.50% | 18,184 | $1.5M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 0.48% | 28,191 | $1.4M | Add +7.2% |
| GOOG Alphabet Inc. Class C | 0.47% | 8,998 | $1.4M | Add +4.9% |
| SOLV Solventum Corp. | 0.47% | 22,739 | $1.4M | New |
| IYW iShares Ustechnology ETF | 0.47% | 10,702 | $1.4M | No change |
| QGEN Qiagen NV | 0.39% | 29,282 | $1.1M | Add +84.7% |
| AVLV Avantis US Large Cap Value | 0.36% | 17,576 | $1.1M | Add +300.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.35% | 21,139 | $1.0M | Reduce -46.1% |
| MUB iShares National Muni Bond E | 0.34% | 9,537 | $1.0M | Add +11.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.33% | 23,680 | $987K | Add +39.6% |
| HR Healthcare Realty Trust Inc. | 0.32% | 68,339 | $938K | Reduce -11.7% |
| COST Costco Wholesale Corp. | 0.30% | 1,265 | $905K | Reduce -7.5% |
| WMT Walmart Inc. | 0.30% | 15,144 | $903K | Add +6.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.30% | 5,816 | $899K | Reduce -10.2% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 14,623 | $700K | Add +14.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.23% | 2,875 | $690K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 19,278 | $679K | Reduce -6.1% |
| RGA Reinsurance Group of America | 0.23% | 3,722 | $670K | Reduce -28.7% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 1,225 | $670K | Add +14.2% |
| SE Sea Ltd.-ADR | 0.22% | 11,777 | $655K | Reduce -22.5% |
| CLX Clorox Company | 0.22% | 4,522 | $644K | Add +15.1% |
| CWT California Water Service Grp | 0.22% | 14,558 | $643K | Add +87.6% |
| DGX Quest Diagnostics Inc. | 0.22% | 5,059 | $642K | Reduce -1.8% |
| HSIC Henry Schein Inc. | 0.21% | 9,057 | $636K | Add +9.0% |
| LLY Eli Lilly & Co. | 0.21% | 839 | $630K | Add +42.9% |
| MWA Mueller Water Products Inc. Class A | 0.20% | 39,424 | $605K | Reduce -31.1% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 7,962 | $604K | Reduce -40.7% |
| SYK Stryker Corp. | 0.20% | 1,730 | $581K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,136 | $569K | Add +6.6% |
| V Visa Inc. Class A | 0.19% | 2,064 | $563K | Add +42.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 1,907 | $560K | Reduce -1.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.19% | 11,751 | $555K | Add +10.8% |
| NVST Envista Holdings Corp. | 0.19% | 28,188 | $552K | Add +83.2% |
| AVGO Broadcom Inc. | 0.18% | 417 | $534K | Add +19.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 5,425 | $532K | New |
| IDA Idacorp Inc. | 0.18% | 5,814 | $525K | New |
| WERN Werner Enterprises Inc. | 0.17% | 14,681 | $520K | Add +20.1% |
| MELI MercadoLibre Inc. | 0.17% | 356 | $498K | New |
| JEPI JPMorgan Equity Premium Inco | 0.17% | 8,871 | $493K | New |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.16% | 4,600 | $484K | Add +104.4% |
| IEMG iShares Core MSCI Emerging | 0.16% | 9,576 | $479K | Reduce -5.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 13,392 | $458K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 3,252 | $456K | Reduce -34.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 3,159 | $439K | Reduce -0.3% |
| IYC iShares US Consumer Discreti | 0.15% | 5,584 | $432K | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.14% | 8,104 | $426K | Add +29.5% |
| UNH Unitedhealth Group Inc. | 0.14% | 867 | $415K | Add +9.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,501 | $415K | Add +0.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.14% | 7,932 | $410K | New |
| HD Home Depot Inc. | 0.14% | 1,210 | $403K | Add +16.5% |
| CSCO Cisco Systems Inc. | 0.13% | 8,131 | $389K | Add +0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.13% | 4,222 | $387K | New |
| MCD McDonald's Corp. | 0.13% | 1,429 | $386K | Reduce -1.1% |
| QLTY GMO U.S. Quality ETF | 0.13% | 13,229 | $379K | New |
| JNJ Johnson & Johnson | 0.13% | 2,596 | $376K | Reduce -15.6% |
| MA Mastercard Inc. Class A | 0.13% | 811 | $373K | Add +26.9% |
| ORCL Oracle Corp. | 0.12% | 3,121 | $370K | Reduce -12.8% |
| AVO Mission Produce Inc. | 0.12% | 30,633 | $350K | Reduce -26.6% |
| KR Kroger Co. | 0.11% | 5,955 | $329K | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 1,429 | $328K | Reduce -5.0% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 4,016 | $328K | No change |
| GBIL Goldman Sachs Access Treasur | 0.11% | 3,200 | $320K | Reduce -3.6% |
| PB Prosperity Bancshares Inc. | 0.10% | 5,000 | $297K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| GSLC Goldman Activebeta US LC ETF | Reduce -19.9% | 3.83% | −1.10 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.62 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -44.6% | 0.70% | −0.61 |
| IUSV iShares Core S&P U.S. Value | Reduce -14.2% | 1.84% | −0.44 |
| AMD Advanced Micro Devices | Reduce -10.5% | 2.87% | −0.43 |
| IUSG iShares Core S&P U.S. Growth | Reduce -8.4% | 4.26% | −0.40 |
| AVSC Avantis US Small Cap Equity | Sold out | 0.00% | −0.33 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -46.1% | 0.35% | −0.33 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -71.7% | 0.10% | −0.27 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.22 |
| AVDE Avantis International Equity | Reduce -1.9% | 2.76% | −0.22 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.20 |
| WAT Waters Corp. | Sold out | 0.00% | −0.20 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.18 |
| HR Healthcare Realty Trust Inc. | Reduce -11.7% | 0.32% | −0.18 |
| BSV Vanguard Short-Term Bond ETF | Reduce -40.7% | 0.20% | −0.17 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.17 |
| CALM Cal-Maine Foods Inc. | Sold out | 0.00% | −0.17 |
| EQC Equity Commonwealth | Sold out | 0.00% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -5.7% | 1.68% | −0.15 |
| TOWN Towne Bank | Sold out | 0.00% | −0.13 |
| DEO Diageo PLC-Sponsored ADR | Reduce -34.2% | 0.15% | −0.10 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.10 |
| RGA Reinsurance Group of America | Reduce -28.7% | 0.23% | −0.09 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.09 |
| TGT Target Corp. | Sold out | 0.00% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.6% | 1.00% | −0.09 |
| TDOC Teladoc Health Inc. | Sold out | 0.00% | −0.09 |
| MWA Mueller Water Products Inc. Class A | Reduce -31.1% | 0.20% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -14.1% | 0.64% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.08 |
| INDB Independent Bank Corp. | Reduce -26.1% | 0.07% | −0.06 |
| NTRS Northern Trust Corp. | Reduce -0.3% | 0.50% | −0.06 |
| JNJ Johnson & Johnson | Reduce -15.6% | 0.13% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.2% | 0.30% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -31.5% | 0.09% | −0.05 |
| DGX Quest Diagnostics Inc. | Reduce -1.8% | 0.22% | −0.04 |
| AVO Mission Produce Inc. | Reduce -26.6% | 0.12% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -7.5% | 0.30% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -17.7% | 0.09% | −0.03 |
| PNC PNC Financial Services Group | Reduce -13.5% | 0.09% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.13% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -5.8% | 0.16% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.7% | 1.27% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -4.5% | 0.08% | −0.02 |
| BAC Bank of America Corp. | Reduce -6.1% | 0.23% | −0.02 |
| ORCL Oracle Corp. | Reduce -12.8% | 0.12% | −0.01 |
| GBIL Goldman Sachs Access Treasur | Reduce -3.6% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -12.1% | 0.07% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| ITOT iShares Core S&P Total U.S. | Add +29.6% | 4.78% | +0.96 |
| IVV iShares Core S&P 500 ETF | Add +72.3% | 2.04% | +0.82 |
| VXUS Vanguard Total Intl Stock | New | 0.72% | +0.72 |
| FBND Fidelity Total Bond ETF | New | 0.70% | +0.70 |
| NVDA Nvidia Corp. | Add +4.2% | 1.82% | +0.59 |
| IJR iShares Core S&P Small-Cap E | Add +37.9% | 2.40% | +0.48 |
| SOLV Solventum Corp. | New | 0.47% | +0.47 |
| TSLA Tesla Inc. | Add +94.1% | 1.33% | +0.29 |
| AVUV Avantis US Small Cap Value | Add +54.6% | 0.91% | +0.28 |
| AVLV Avantis US Large Cap Value | Add +300.1% | 0.36% | +0.27 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.23% | +0.23 |
| PLTR Palantir Technologies Inc. Class A | Add +4.8% | 1.15% | +0.22 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.18% | +0.18 |
| IDA Idacorp Inc. | New | 0.18% | +0.18 |
| MELI MercadoLibre Inc. | New | 0.17% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 4.89% | +0.16 |
| META Meta Platforms Inc. Class A | Add +14.3% | 0.51% | +0.14 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.14% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.13% | +0.13 |
| QLTY GMO U.S. Quality ETF | New | 0.13% | +0.13 |
| QGEN Qiagen NV | Add +84.7% | 0.39% | +0.12 |
| AVUS Avantis U.S. Equity ETF | Add +9.9% | 1.71% | +0.11 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.09% | +0.09 |
| DFUS Dimensional US Eq MKT ETF | New | 0.09% | +0.09 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.09% | +0.09 |
| AWK American Water Works Co. Inc. | New | 0.09% | +0.09 |
| DISV Dimensional International SM | New | 0.09% | +0.09 |
| NOC Northrop Grumman Corp. | New | 0.09% | +0.09 |
| ORLY O'reilly Automotive Inc. | New | 0.09% | +0.09 |
| CRM Salesforce Inc. | New | 0.08% | +0.08 |
| SCHY Schwab International DVD ETF | New | 0.08% | +0.08 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.08% | +0.08 |
| QLD Proshares Ultra QQQ | New | 0.08% | +0.08 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.08% | +0.08 |
| HOLX Hologic Inc. | New | 0.08% | +0.08 |
| HTO H2O America | New | 0.08% | +0.08 |
| CWT California Water Service Grp | Add +87.6% | 0.22% | +0.08 |
| PSX Phillips 66 | New | 0.08% | +0.08 |
| DIS The Walt Disney Co. | New | 0.08% | +0.08 |
| GL Globe Life Inc. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | New | 0.08% | +0.08 |
| MAR Marriott International Class A | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +42.9% | 0.21% | +0.07 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.07% | +0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +104.4% | 0.16% | +0.07 |
| INTU Intuit Inc. | New | 0.07% | +0.07 |
| ACN Accenture PLC Class A | New | 0.07% | +0.07 |
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 |