Canvas Wealth Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Canvas Wealth Advisors, LLC reported 150 stock positions worth $323.4 million. Its top holding was Microsoft (MSFT) at 6.7% of the portfolio, followed by Apple (AAPL, 6.2%) and Custom Truck One Source (CTOS, 5.5%). Compared with Q1 2024, it opened 20 new positions, sold out of 16, added to 70 and reduced 49. The biggest buy was Tesla (TSLA, shares +9%) and the biggest sale Uber Technologies (UBER, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $323.4M (Q2 2024)
- SEC Filing
- 0001085146-24-003416 ↗ filed Aug 1, 2024
Holdings Value
Holdings 150 stocks · $323.4M
| MSFT Microsoft Corp. | 6.68% | 51,063 | $21.6M | Reduce -1.2% |
| AAPL Apple Inc. | 6.22% | 91,869 | $20.1M | Reduce -1.3% |
| CTOS Custom Truck One Source Inc. | 5.46% | 3,546,020 | $17.7M | Add +1.7% |
| ITOT iShares Core S&P Total U.S. | 5.00% | 135,642 | $16.2M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 4.63% | 87,943 | $15.0M | Reduce -6.1% |
| IUSG iShares Core S&P U.S. Growth | 4.14% | 109,063 | $13.4M | Reduce -2.9% |
| GSLC Goldman Activebeta US LC ETF | 3.67% | 110,931 | $11.9M | Reduce -3.8% |
| AMZN Amazon.com Inc. | 3.41% | 60,718 | $11.0M | Reduce -3.8% |
| SCHD Schwab US DVD Equity ETF | 3.30% | 128,872 | $10.7M | Add +3.6% |
| UBER Uber Technologies Inc. | 2.98% | 152,604 | $9.6M | Reduce -1.9% |
| AVDE Avantis International Equity | 2.70% | 137,661 | $8.7M | Add +2.8% |
| MMM 3M Co. | 2.70% | 68,807 | $8.7M | Reduce -23.6% |
| IJR iShares Core S&P Small-Cap E | 2.69% | 73,940 | $8.7M | Add +5.8% |
| AMD Advanced Micro Devices | 2.40% | 56,012 | $7.8M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 2.16% | 12,849 | $7.0M | Add +6.6% |
| NVDA Nvidia Corp. | 1.97% | 61,393 | $6.4M | Reduce -4.7% |
| TSLA Tesla Inc. | 1.92% | 27,847 | $6.2M | Add +9.2% |
| IUSV iShares Core S&P U.S. Value | 1.85% | 65,018 | $6.0M | Add +1.6% |
| AVUS Avantis U.S. Equity ETF | 1.82% | 64,244 | $5.9M | Add +7.4% |
| VOO Vanguard S&P 500 ETF | 1.55% | 10,082 | $5.0M | Reduce -7.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 9,694 | $4.3M | Add +1.8% |
| PLTR Palantir Technologies Inc. Class A | 1.29% | 158,263 | $4.2M | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.09% | 47,951 | $3.5M | Add +18.8% |
| AVUV Avantis US Small Cap Value | 1.07% | 35,084 | $3.5M | Add +12.3% |
| PANW Palo Alto Networks Inc. | 1.07% | 10,910 | $3.5M | Reduce -2.1% |
| AGG iShares Core U.S. Aggregate | 1.05% | 34,428 | $3.4M | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.99% | 8,921 | $3.2M | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.82% | 4 | $2.6M | Reduce -33.3% |
| VXUS Vanguard Total Intl Stock | 0.81% | 43,246 | $2.6M | Add +17.1% |
| FBND Fidelity Total Bond ETF | 0.75% | 53,614 | $2.4M | Add +13.3% |
| XRAY Dentsply Sirona Inc. | 0.70% | 84,027 | $2.3M | Add +17.6% |
| JPM JPMorgan Chase & Co. | 0.69% | 10,431 | $2.2M | Add +3.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.66% | 7,917 | $2.1M | Reduce -6.3% |
| JPST JPMorgan Ultra-Short Income | 0.64% | 40,857 | $2.1M | Add +44.9% |
| AVEM Avantis Emerging Markets Eq | 0.61% | 33,091 | $2.0M | Add +16.6% |
| CLX Clorox Company | 0.58% | 14,123 | $1.9M | Add +212.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.57% | 7,883 | $1.8M | Add +313.4% |
| QGEN Qiagen NV | 0.54% | 38,805 | $1.7M | Add +32.5% |
| AVLV Avantis US Large Cap Value | 0.50% | 25,312 | $1.6M | Add +44.0% |
| IYW iShares Ustechnology ETF | 0.47% | 10,702 | $1.5M | No change |
| NTRS Northern Trust Corp. | 0.47% | 16,929 | $1.5M | Reduce -6.9% |
| GOOG Alphabet Inc. Class C | 0.45% | 8,471 | $1.5M | Reduce -5.9% |
| MELI MercadoLibre Inc. | 0.45% | 888 | $1.4M | Add +149.4% |
| META Meta Platforms Inc. Class A | 0.43% | 3,007 | $1.4M | Reduce -2.3% |
| MUB iShares National Muni Bond E | 0.38% | 11,446 | $1.2M | Add +20.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.37% | 22,451 | $1.2M | Add +6.2% |
| KMB Kimberly-Clark Corp. | 0.36% | 8,576 | $1.2M | Reduce -46.1% |
| WMT Walmart Inc. | 0.33% | 15,255 | $1.1M | Add +0.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.32% | 24,330 | $1.0M | Add +2.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 6,020 | $1.0M | Add +3.5% |
| HSIC Henry Schein Inc. | 0.30% | 13,544 | $981K | Add +49.5% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 18,127 | $909K | Add +24.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 3,441 | $892K | Add +19.7% |
| SOLV Solventum Corp. | 0.27% | 14,925 | $880K | Reduce -34.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 7,857 | $856K | Add +70.8% |
| COST Costco Wholesale Corp. | 0.26% | 1,029 | $834K | Reduce -18.7% |
| NVST Envista Holdings Corp. | 0.24% | 45,227 | $764K | Add +60.5% |
| WERN Werner Enterprises Inc. | 0.22% | 17,947 | $726K | Add +22.3% |
| SCHW Schwab (charles) Corp. | 0.22% | 10,861 | $705K | Reduce -58.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 6,934 | $704K | Add +27.8% |
| LLY Eli Lilly & Co. | 0.21% | 847 | $669K | Add +0.9% |
| SE Sea Ltd.-ADR | 0.20% | 9,837 | $640K | Reduce -16.5% |
| AVGO Broadcom Inc. | 0.19% | 4,382 | $629K | Add +950.8% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 1,022 | $629K | Reduce -16.6% |
| IEMG iShares Core MSCI Emerging | 0.19% | 11,815 | $624K | Add +23.4% |
| CWT California Water Service Grp | 0.19% | 11,693 | $623K | Reduce -19.7% |
| IDA Idacorp Inc. | 0.19% | 6,319 | $623K | Add +8.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 14,923 | $616K | Reduce -22.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,128 | $611K | Reduce -0.7% |
| BSV Vanguard Short-Term Bond ETF | 0.19% | 7,881 | $610K | Reduce -1.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.19% | 11,392 | $600K | Add +43.6% |
| QLTY GMO U.S. Quality ETF | 0.18% | 19,283 | $594K | Add +45.8% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 10,197 | $582K | Add +14.9% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.18% | 12,223 | $575K | Add +99.6% |
| SYK Stryker Corp. | 0.18% | 1,732 | $572K | Add +0.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.17% | 11,652 | $553K | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.17% | 934 | $538K | Add +7.7% |
| VONV Vanguard Russell 1000 Value | 0.16% | 6,623 | $532K | New |
| SHOP Shopify Inc. Class A | 0.16% | 8,896 | $527K | Add +109.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.16% | 9,720 | $519K | Add +19.9% |
| MCD McDonald's Corp. | 0.15% | 1,816 | $484K | Add +27.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 3,089 | $477K | Reduce -2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 13,392 | $477K | No change |
| V Visa Inc. Class A | 0.15% | 1,807 | $475K | Reduce -12.4% |
| IYC iShares US Consumer Discreti | 0.14% | 5,584 | $454K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,501 | $449K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.14% | 5,834 | $448K | Add +75.9% |
| RGA Reinsurance Group of America | 0.14% | 1,971 | $445K | Reduce -47.0% |
| HD Home Depot Inc. | 0.14% | 1,205 | $438K | Reduce -0.4% |
| ORCL Oracle Corp. | 0.14% | 3,231 | $438K | Add +3.5% |
| HTO H2O America filed as SJW GROUP | 0.13% | 7,115 | $434K | Add +59.3% |
| JNJ Johnson & Johnson | 0.13% | 2,653 | $428K | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 1,676 | $419K | New |
| DEO Diageo PLC-Sponsored ADR | 0.12% | 3,111 | $390K | Reduce -4.3% |
| CSCO Cisco Systems Inc. | 0.12% | 7,935 | $382K | Reduce -2.4% |
| PB Prosperity Bancshares Inc. | 0.11% | 5,000 | $365K | No change |
| MA Mastercard Inc. Class A | 0.11% | 803 | $359K | Reduce -1.0% |
| NOC Northrop Grumman Corp. | 0.11% | 734 | $357K | Add +26.1% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 4,016 | $357K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 1,405 | $349K | Reduce -1.7% |
Portfolio Sells Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | Reduce -1.9% | 2.98% | −0.79 |
| MSFT Microsoft Corp. | Reduce -1.2% | 6.68% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -3.8% | 3.41% | −0.43 |
| SCHW Schwab (charles) Corp. | Reduce -58.4% | 0.22% | −0.42 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -33.3% | 0.82% | −0.39 |
| KMB Kimberly-Clark Corp. | Reduce -46.1% | 0.36% | −0.31 |
| GOOGL Alphabet Inc. Class A | Reduce -6.1% | 4.63% | −0.26 |
| HR Healthcare Realty Trust Inc. | Reduce -75.2% | 0.09% | −0.22 |
| DGX Quest Diagnostics Inc. | Sold out | 0.00% | −0.22 |
| MWA Mueller Water Products Inc. Class A | Sold out | 0.00% | −0.20 |
| SOLV Solventum Corp. | Reduce -34.4% | 0.27% | −0.20 |
| GSLC Goldman Activebeta US LC ETF | Reduce -3.8% | 3.67% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -7.4% | 1.55% | −0.13 |
| IUSG iShares Core S&P U.S. Growth | Reduce -2.9% | 4.14% | −0.12 |
| RSPT Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.09 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.09 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.09 |
| RGA Reinsurance Group of America | Reduce -47.0% | 0.14% | −0.09 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.43% | −0.08 |
| PSX Phillips 66 | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.08 |
| INDB Independent Bank Corp. | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.07 |
| BTAL Agf US Market Neutral Anti-B | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Reduce -23.6% | 2.70% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -18.7% | 0.26% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.3% | 0.66% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -28.9% | 0.09% | −0.04 |
| V Visa Inc. Class A | Reduce -12.4% | 0.15% | −0.04 |
| AVO Mission Produce Inc. | Reduce -28.2% | 0.08% | −0.04 |
| BAC Bank of America Corp. | Reduce -22.6% | 0.19% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -4.3% | 0.12% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -16.6% | 0.19% | −0.03 |
| NTRS Northern Trust Corp. | Reduce -6.9% | 0.47% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -5.9% | 0.45% | −0.02 |
| CWT California Water Service Grp | Reduce -19.7% | 0.19% | −0.02 |
| SE Sea Ltd.-ADR | Reduce -16.5% | 0.20% | −0.02 |
| ADBE Adobe Inc. | Reduce -27.3% | 0.07% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.8% | 0.17% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.99% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.0% | 0.19% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.11% | −0.01 |
| NGL NGL Energy Partners LP | Reduce -8.0% | 0.03% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.12% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| TSLA Tesla Inc. | Add +9.2% | 1.92% | +0.58 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +313.4% | 0.57% | +0.38 |
| CLX Clorox Company | Add +212.3% | 0.58% | +0.36 |
| IJR iShares Core S&P Small-Cap E | Add +5.8% | 2.69% | +0.29 |
| MELI MercadoLibre Inc. | Add +149.4% | 0.45% | +0.28 |
| ITOT iShares Core S&P Total U.S. | Add +4.8% | 5.00% | +0.22 |
| VONV Vanguard Russell 1000 Value | New | 0.16% | +0.16 |
| JPST JPMorgan Ultra-Short Income | Add +44.9% | 0.64% | +0.16 |
| AVUV Avantis US Small Cap Value | Add +12.3% | 1.07% | +0.16 |
| QGEN Qiagen NV | Add +32.5% | 0.54% | +0.15 |
| AVLV Avantis US Large Cap Value | Add +44.0% | 0.50% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +18.8% | 1.09% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +3.6% | 3.30% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.13% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +6.6% | 2.16% | +0.13 |
| AVUS Avantis U.S. Equity ETF | Add +7.4% | 1.82% | +0.11 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +70.8% | 0.26% | +0.10 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | New | 0.10% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +17.1% | 0.81% | +0.10 |
| ILMN Illumina Inc. | New | 0.09% | +0.09 |
| HSIC Henry Schein Inc. | Add +49.5% | 0.30% | +0.09 |
| TMUS T-Mobile US Inc. | New | 0.09% | +0.09 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +99.6% | 0.18% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +3.2% | 0.69% | +0.08 |
| ROG Rogers Corp. | New | 0.08% | +0.08 |
| MRTN Marten Transport Ltd. | New | 0.08% | +0.08 |
| ULST SS Ultra Short TM Bond ETF | New | 0.08% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.07% | +0.07 |
| AVEM Avantis Emerging Markets Eq | Add +16.6% | 0.61% | +0.07 |
| VNQ Vanguard Real Estate ETF | New | 0.07% | +0.07 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.07% | +0.07 |
| MS Morgan Stanley | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | New | 0.07% | +0.07 |
| FSLR First Solar Inc. | New | 0.07% | +0.07 |
| SHOP Shopify Inc. Class A | Add +109.5% | 0.16% | +0.06 |
| MDLZ Mondelez International Inc. Class A | New | 0.06% | +0.06 |
| NOW ServiceNow Inc. | New | 0.06% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.06% | +0.06 |
| NEE Nextera Energy Inc. | New | 0.06% | +0.06 |
| WAT Waters Corp. | New | 0.06% | +0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Add +75.9% | 0.14% | +0.06 |
| QLTY GMO U.S. Quality ETF | Add +45.8% | 0.18% | +0.06 |
| HTO H2O America | Add +59.3% | 0.13% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +13.3% | 0.75% | +0.05 |
| NVST Envista Holdings Corp. | Add +60.5% | 0.24% | +0.05 |
| WERN Werner Enterprises Inc. | Add +22.3% | 0.22% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 1.32% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +43.6% | 0.19% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +24.0% | 0.28% | +0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +19.7% | 0.28% | +0.04 |
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 |