Canvas Wealth Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Canvas Wealth Advisors, LLC reported 178 stock positions worth $362.1 million. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Microsoft (MSFT, 6.5%) and iShares Core S&P Total U.S. (ITOT, 4.7%). Compared with Q2 2024, it opened 34 new positions, sold out of 6, added to 90 and reduced 42. The biggest buy was Nvidia (NVDA, shares +21%) and the biggest sale 3M (MMM, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $362.1M (Q3 2024)
- SEC Filing
- 0001085146-24-004886 ↗ filed Oct 15, 2024
Holdings Value
Holdings 178 stocks · $362.1M
| AAPL Apple Inc. | 6.67% | 103,596 | $24.1M | Add +12.8% |
| MSFT Microsoft Corp. | 6.51% | 54,747 | $23.6M | Add +7.2% |
| ITOT iShares Core S&P Total U.S. | 4.68% | 135,007 | $17.0M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 4.07% | 88,859 | $14.7M | Add +1.0% |
| IUSG iShares Core S&P U.S. Growth | 3.92% | 107,599 | $14.2M | Reduce -1.3% |
| CTOS Custom Truck One Source Inc. | 3.62% | 3,804,610 | $13.1M | Add +7.3% |
| GSLC Goldman Activebeta US LC ETF | 3.54% | 113,593 | $12.8M | Add +2.4% |
| AMZN Amazon.com Inc. | 3.33% | 64,785 | $12.1M | Add +6.7% |
| UBER Uber Technologies Inc. | 3.16% | 152,221 | $11.4M | Reduce -0.3% |
| SCHD Schwab US DVD Equity ETF | 2.96% | 126,698 | $10.7M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 2.63% | 81,299 | $9.5M | Add +9.9% |
| AMD Advanced Micro Devices | 2.62% | 57,748 | $9.5M | Add +3.1% |
| NVDA Nvidia Corp. | 2.50% | 74,448 | $9.0M | Add +21.3% |
| AVDE Avantis International Equity | 2.46% | 132,700 | $8.9M | Reduce -3.6% |
| IVV iShares Core S&P 500 ETF | 2.32% | 14,550 | $8.4M | Add +13.2% |
| MMM 3M Co. | 2.18% | 57,743 | $7.9M | Reduce -16.1% |
| TSLA Tesla Inc. | 1.92% | 26,626 | $7.0M | Reduce -4.4% |
| AVUS Avantis U.S. Equity ETF | 1.84% | 70,166 | $6.7M | Add +9.2% |
| IUSV iShares Core S&P U.S. Value | 1.67% | 63,444 | $6.1M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 1.56% | 10,693 | $5.7M | Add +6.1% |
| PLTR Palantir Technologies Inc. Class A | 1.54% | 150,338 | $5.6M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 9,991 | $4.6M | Add +3.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.15% | 53,241 | $4.2M | Add +11.0% |
| AGG iShares Core U.S. Aggregate | 1.09% | 39,157 | $4.0M | Add +13.7% |
| XRAY Dentsply Sirona Inc. | 1.08% | 144,064 | $3.9M | Add +71.5% |
| PANW Palo Alto Networks Inc. | 1.02% | 10,809 | $3.7M | Reduce -0.9% |
| AVUV Avantis US Small Cap Value | 0.93% | 35,254 | $3.4M | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.86% | 8,119 | $3.1M | Reduce -9.0% |
| VXUS Vanguard Total Intl Stock | 0.80% | 44,951 | $2.9M | Add +3.9% |
| FBND Fidelity Total Bond ETF | 0.79% | 61,045 | $2.9M | Add +13.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.76% | 4 | $2.8M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.74% | 9,533 | $2.7M | Add +20.9% |
| JPM JPMorgan Chase & Co. | 0.69% | 11,830 | $2.5M | Add +13.4% |
| JPST JPMorgan Ultra-Short Income | 0.69% | 48,974 | $2.5M | Add +19.9% |
| META Meta Platforms Inc. Class A | 0.59% | 3,764 | $2.2M | Add +25.2% |
| AVEM Avantis Emerging Markets Eq | 0.57% | 31,821 | $2.1M | Reduce -3.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 6,975 | $2.0M | Reduce -11.9% |
| QGEN Qiagen NV | 0.53% | 42,095 | $1.9M | Add +8.5% |
| MELI MercadoLibre Inc. | 0.51% | 896 | $1.8M | Add +0.9% |
| IYW iShares Ustechnology ETF | 0.45% | 10,702 | $1.6M | No change |
| AVLV Avantis US Large Cap Value | 0.43% | 23,727 | $1.6M | Reduce -6.3% |
| NTRS Northern Trust Corp. | 0.40% | 15,932 | $1.4M | Reduce -5.9% |
| HSIC Henry Schein Inc. | 0.40% | 19,697 | $1.4M | Add +45.4% |
| MUB iShares National Muni Bond E | 0.39% | 12,996 | $1.4M | Add +13.5% |
| WMT Walmart Inc. | 0.39% | 17,298 | $1.4M | Add +13.4% |
| AVGO Broadcom Inc. | 0.39% | 8,091 | $1.4M | Reduce -81.5% |
| GOOG Alphabet Inc. Class C | 0.36% | 7,882 | $1.3M | Reduce -7.0% |
| LLY Eli Lilly & Co. | 0.35% | 1,416 | $1.3M | Add +67.2% |
| COST Costco Wholesale Corp. | 0.34% | 1,405 | $1.2M | Add +36.5% |
| WERN Werner Enterprises Inc. | 0.34% | 31,591 | $1.2M | Add +76.0% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.31% | 26,033 | $1.1M | Add +7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 6,337 | $1.1M | Add +5.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.30% | 19,816 | $1.1M | Reduce -11.7% |
| SOLV Solventum Corp. | 0.28% | 14,625 | $1.0M | Reduce -2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 3,771 | $1.0M | Add +9.6% |
| NVST Envista Holdings Corp. | 0.27% | 49,239 | $973K | Add +8.9% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 18,294 | $966K | Add +0.9% |
| GL Globe Life Inc. | 0.26% | 8,958 | $949K | Add +257.5% |
| KMB Kimberly-Clark Corp. | 0.26% | 6,579 | $946K | Reduce -23.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.26% | 9,487 | $946K | New |
| QLTY GMO U.S. Quality ETF | 0.25% | 27,836 | $909K | Add +44.4% |
| CLX Clorox Company | 0.23% | 5,188 | $845K | Reduce -63.3% |
| SE Sea Ltd.-ADR | 0.23% | 8,685 | $819K | Reduce -11.7% |
| HD Home Depot Inc. | 0.22% | 1,962 | $795K | Add +62.8% |
| SHOP Shopify Inc. Class A | 0.22% | 9,852 | $790K | Add +10.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.22% | 14,621 | $783K | Add +28.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 7,208 | $776K | Add +4.0% |
| IEMG iShares Core MSCI Emerging | 0.21% | 13,127 | $754K | Add +11.1% |
| SCHW Schwab (charles) Corp. | 0.20% | 11,422 | $740K | Add +5.2% |
| MCD McDonald's Corp. | 0.20% | 2,386 | $726K | Add +31.4% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,218 | $712K | Add +30.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.19% | 14,148 | $695K | Add +15.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 1,202 | $690K | Add +6.6% |
| JEPI JPMorgan Equity Premium Inco | 0.18% | 10,932 | $651K | Add +7.2% |
| SYK Stryker Corp. | 0.18% | 1,781 | $643K | Add +2.8% |
| ORCL Oracle Corp. | 0.17% | 3,694 | $629K | Add +14.3% |
| BSV Vanguard Short-Term Bond ETF | 0.17% | 7,858 | $618K | Reduce -0.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.16% | 10,315 | $579K | Add +6.1% |
| V Visa Inc. Class A | 0.16% | 2,096 | $576K | Add +16.0% |
| ROG Rogers Corp. | 0.16% | 5,081 | $574K | Add +144.5% |
| JNJ Johnson & Johnson | 0.16% | 3,476 | $563K | Add +31.0% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 909 | $562K | Reduce -11.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 14,126 | $561K | Reduce -5.3% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 11,573 | $557K | Reduce -0.7% |
| VONV Vanguard Russell 1000 Value | 0.15% | 6,623 | $552K | No change |
| MA Mastercard Inc. Class A | 0.15% | 1,112 | $549K | Add +38.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 3,134 | $544K | Add +1.5% |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 3,816 | $536K | Add +22.7% |
| XOM Exxon Mobil Corp. | 0.14% | 4,291 | $503K | Add +46.8% |
| DFUS Dimensional US Eq MKT ETF | 0.14% | 8,007 | $498K | Add +55.4% |
| IYC iShares US Consumer Discreti | 0.14% | 5,584 | $491K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.14% | 13,042 | $490K | Reduce -2.6% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.13% | 1,501 | $483K | No change |
| KNX Knight-Swift Transportation | 0.13% | 8,935 | $482K | New |
| PG The Procter & Gamble Co. | 0.13% | 2,747 | $476K | Add +81.7% |
| CSCO Cisco Systems Inc. | 0.13% | 8,722 | $464K | Add +9.9% |
| ABBV Abbvie Inc. | 0.13% | 2,345 | $463K | Add +99.4% |
| CVX Chevron Corp. | 0.12% | 3,057 | $450K | Add +63.4% |
| QQQM Invesco Nasdaq 100 ETF | 0.12% | 2,145 | $431K | New |
| IJH iShares Core S&P Midcap ETF | 0.12% | 6,899 | $430K | Add +73.7% |
Portfolio Sells Q2 2024 → Q3 2024
| MMM 3M Co. | Reduce -16.1% | 2.18% | −0.52 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 2.96% | −0.34 |
| CLX Clorox Company | Reduce -63.3% | 0.23% | −0.34 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.5% | 4.68% | −0.32 |
| AVDE Avantis International Equity | Reduce -3.6% | 2.46% | −0.25 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.3% | 3.92% | −0.23 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.4% | 1.67% | −0.18 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -52.8% | 0.12% | −0.15 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.14 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.14 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -9.0% | 0.86% | −0.13 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.9% | 0.55% | −0.11 |
| CWT California Water Service Grp | Reduce -51.2% | 0.09% | −0.11 |
| KMB Kimberly-Clark Corp. | Reduce -23.3% | 0.26% | −0.10 |
| ILMN Illumina Inc. | Sold out | 0.00% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -7.0% | 0.36% | −0.09 |
| IDA Idacorp Inc. | Reduce -40.2% | 0.11% | −0.09 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -11.7% | 0.30% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.07 |
| AVLV Avantis US Large Cap Value | Reduce -6.3% | 0.43% | −0.07 |
| NTRS Northern Trust Corp. | Reduce -5.9% | 0.40% | −0.07 |
| PANW Palo Alto Networks Inc. | Reduce -0.9% | 1.02% | −0.05 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -43.9% | 0.06% | −0.05 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.8% | 0.57% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.1% | 0.16% | −0.04 |
| BAC Bank of America Corp. | Reduce -5.3% | 0.15% | −0.04 |
| HR Healthcare Realty Trust Inc. | Reduce -29.2% | 0.06% | −0.03 |
| HTO H2O America | Reduce -8.8% | 0.10% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -17.7% | 0.10% | −0.03 |
| MAA Mid-America Apartment Comm | Reduce -28.2% | 0.07% | −0.03 |
| PB Prosperity Bancshares Inc. | Reduce -12.0% | 0.09% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -15.6% | 0.07% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.17% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -0.7% | 0.15% | −0.02 |
| DISV Dimensional International SM | Reduce -11.1% | 0.07% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -2.6% | 0.14% | −0.01 |
| ABERDEEN ASIA PACIFIC INCOM | Sold out | 0.00% | −0.01 |
| MAR Marriott International Class A | Reduce -6.8% | 0.06% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -3.8% | 0.06% | −0.01 |
| SCHY Schwab International DVD ETF | Reduce -0.4% | 0.08% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.4% | 0.09% | −0.00 |
| TSLA Tesla Inc. | Reduce -4.4% | 1.92% | +0.01 |
| SOLV Solventum Corp. | Reduce -2.0% | 0.28% | +0.01 |
| SE Sea Ltd.-ADR | Reduce -11.7% | 0.23% | +0.03 |
| UBER Uber Technologies Inc. | Reduce -0.3% | 3.16% | +0.18 |
| AVGO Broadcom Inc. | Reduce -81.5% | 0.39% | +0.19 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.0% | 1.54% | +0.25 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +21.3% | 2.50% | +0.53 |
| AAPL Apple Inc. | Add +12.8% | 6.67% | +0.45 |
| XRAY Dentsply Sirona Inc. | Add +71.5% | 1.08% | +0.38 |
| EL Estee Lauder Companies Class A | New | 0.26% | +0.26 |
| AMD Advanced Micro Devices | Add +3.1% | 2.62% | +0.22 |
| GL Globe Life Inc. | Add +257.5% | 0.26% | +0.19 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +20.9% | 0.74% | +0.17 |
| META Meta Platforms Inc. Class A | Add +25.2% | 0.59% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +13.2% | 2.32% | +0.15 |
| LLY Eli Lilly & Co. | Add +67.2% | 0.35% | +0.14 |
| KNX Knight-Swift Transportation | New | 0.13% | +0.13 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.12% | +0.12 |
| WERN Werner Enterprises Inc. | Add +76.0% | 0.34% | +0.11 |
| JGLO JPMorgan GLBL SLCT Eq ETF | New | 0.10% | +0.10 |
| ETN Eaton Corp. PLC | New | 0.10% | +0.10 |
| ORLY O'reilly Automotive Inc. | New | 0.09% | +0.09 |
| HSIC Henry Schein Inc. | Add +45.4% | 0.40% | +0.09 |
| CAT Caterpillar Inc. | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | Add +36.5% | 0.34% | +0.09 |
| CVGW Calavo Growers Inc. | New | 0.09% | +0.09 |
| HD Home Depot Inc. | Add +62.8% | 0.22% | +0.08 |
| ROG Rogers Corp. | Add +144.5% | 0.16% | +0.08 |
| LIN Linde PLC | New | 0.08% | +0.08 |
| ISRG Intuitive Surgical Inc. | New | 0.08% | +0.08 |
| GGG Graco Inc. | New | 0.08% | +0.08 |
| TRV The Travelers Cos Inc. | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.07% | +0.07 |
| QLTY GMO U.S. Quality ETF | Add +44.4% | 0.25% | +0.07 |
| TDG Transdigm Group Inc. | New | 0.07% | +0.07 |
| KKR KKR & Co. Inc. | New | 0.07% | +0.07 |
| EMLP First Trust North American E | New | 0.07% | +0.07 |
| LOW Lowe's Cos Inc. | New | 0.06% | +0.06 |
| CRM Salesforce Inc. | New | 0.06% | +0.06 |
| DHI D.R. Horton Inc. | New | 0.06% | +0.06 |
| MELI MercadoLibre Inc. | Add +0.9% | 0.51% | +0.06 |
| DHR Danaher Corp. | New | 0.06% | +0.06 |
| ABBV Abbvie Inc. | Add +99.4% | 0.13% | +0.06 |
| BX Blackstone Inc. | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +13.4% | 0.39% | +0.06 |
| STWD Starwood Property Trust Inc. | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.06% | +0.06 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | New | 0.06% | +0.06 |
| PH Parker Hannifin Corp. | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | New | 0.06% | +0.06 |
| BND Vanguard Total Bond Market | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.06% | +0.06 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| GLW Corning Inc. | New | 0.06% | +0.06 |
| CPRT Copart Inc. | New | 0.06% | +0.06 |
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 |