Canvas Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Canvas Wealth Advisors, LLC reported 177 stock positions worth $398.3 million. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Microsoft (MSFT, 6.1%) and Custom Truck One Source (CTOS, 5.0%). Compared with Q3 2024, it opened 21 new positions, sold out of 22, added to 86 and reduced 57. The biggest buy was Custom Truck One Source (CTOS, shares +8%) and the biggest sale Avantis U.S. Equity ETF (AVUS, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $398.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000566 ↗ filed Jan 28, 2025
Holdings Value
Holdings 177 stocks · $398.3M
| AAPL Apple Inc. | 6.42% | 102,120 | $25.6M | Reduce -1.4% |
| MSFT Microsoft Corp. | 6.09% | 57,585 | $24.3M | Add +5.2% |
| CTOS Custom Truck One Source Inc. | 4.96% | 4,108,354 | $19.8M | Add +8.0% |
| ITOT iShares Core S&P Total U.S. | 4.54% | 140,750 | $18.1M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 4.24% | 89,165 | $16.9M | Add +0.3% |
| IUSG iShares Core S&P U.S. Growth | 3.84% | 109,744 | $15.3M | Add +2.0% |
| AMZN Amazon.com Inc. | 3.55% | 64,417 | $14.1M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 2.89% | 19,532 | $11.5M | Add +34.2% |
| GSLC Goldman Activebeta US LC ETF | 2.87% | 99,194 | $11.4M | Reduce -12.7% |
| TSLA Tesla Inc. | 2.77% | 27,362 | $11.0M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 2.70% | 394,157 | $10.8M | Add +3.7% |
| NVDA Nvidia Corp. | 2.67% | 79,067 | $10.6M | Add +6.2% |
| PLTR Palantir Technologies Inc. Class A | 2.66% | 140,033 | $10.6M | Reduce -6.8% |
| UBER Uber Technologies Inc. | 2.62% | 173,264 | $10.5M | Add +13.8% |
| IJR iShares Core S&P Small-Cap E | 2.57% | 88,791 | $10.2M | Add +9.2% |
| AMD Advanced Micro Devices | 2.05% | 67,677 | $8.2M | Add +17.2% |
| AVDE Avantis International Equity | 1.92% | 124,508 | $7.6M | Reduce -6.2% |
| MMM 3M Co. | 1.65% | 51,012 | $6.6M | Reduce -11.7% |
| VOO Vanguard S&P 500 ETF | 1.62% | 11,956 | $6.4M | Add +11.8% |
| XRAY Dentsply Sirona Inc. | 1.57% | 326,298 | $6.2M | Add +126.5% |
| IUSV iShares Core S&P U.S. Value | 1.55% | 66,481 | $6.2M | Add +4.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 10,152 | $4.6M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 1.13% | 46,350 | $4.5M | Add +18.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.12% | 63,205 | $4.4M | Add +18.7% |
| AVUV Avantis US Small Cap Value | 1.06% | 43,594 | $4.2M | Add +23.7% |
| AVUS Avantis U.S. Equity ETF | 1.00% | 41,102 | $4.0M | Reduce -41.4% |
| PANW Palo Alto Networks Inc. | 0.93% | 20,422 | $3.7M | Reduce -5.5% |
| JPST JPMorgan Ultra-Short Income | 0.85% | 66,965 | $3.4M | Add +36.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.81% | 9,379 | $3.2M | Reduce -1.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.79% | 7,663 | $3.1M | Reduce -5.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.73% | 38,711 | $2.9M | Add +308.0% |
| VXUS Vanguard Total Intl Stock | 0.73% | 49,111 | $2.9M | Add +9.3% |
| JPM JPMorgan Chase & Co. | 0.72% | 12,039 | $2.9M | Add +1.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.68% | 4 | $2.7M | No change |
| META Meta Platforms Inc. Class A | 0.59% | 4,013 | $2.3M | Add +6.6% |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 3,032 | $2.1M | Add +590.7% |
| MELI MercadoLibre Inc. | 0.52% | 1,218 | $2.1M | Add +35.9% |
| AVEM Avantis Emerging Markets Eq | 0.51% | 34,876 | $2.1M | Add +9.6% |
| AVGO Broadcom Inc. | 0.48% | 8,165 | $1.9M | Add +0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 11,069 | $1.9M | Add +74.7% |
| QGEN Qiagen NV | 0.45% | 40,426 | $1.8M | Reduce -4.0% |
| IYW iShares Ustechnology ETF | 0.43% | 10,702 | $1.7M | No change |
| NKE Nike Inc. Class B | 0.42% | 22,182 | $1.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 5,555 | $1.6M | Reduce -20.4% |
| AVLV Avantis US Large Cap Value | 0.40% | 23,959 | $1.6M | Add +1.0% |
| WMT Walmart Inc. | 0.40% | 17,558 | $1.6M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 0.40% | 8,303 | $1.6M | Add +5.3% |
| MUB iShares National Muni Bond E | 0.39% | 14,433 | $1.5M | Add +11.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.34% | 26,137 | $1.4M | Add +78.8% |
| COST Costco Wholesale Corp. | 0.33% | 1,437 | $1.3M | Add +2.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.33% | 30,389 | $1.3M | Add +16.7% |
| HSIC Henry Schein Inc. | 0.32% | 18,606 | $1.3M | Reduce -5.5% |
| FBND Fidelity Total Bond ETF | 0.31% | 27,648 | $1.3M | Reduce -54.7% |
| LLY Eli Lilly & Co. | 0.29% | 1,512 | $1.2M | Add +6.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.29% | 4,063 | $1.1M | Add +7.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 21,548 | $1.1M | New |
| GL Globe Life Inc. | 0.27% | 9,596 | $1.1M | Add +7.1% |
| WERN Werner Enterprises Inc. | 0.27% | 29,587 | $1.1M | Reduce -6.3% |
| FENI Fidelity Enhanced Intl ETF | 0.26% | 37,543 | $1.0M | New |
| VEA Vanguard Ftse Developed ETF | 0.26% | 21,469 | $1.0M | Add +17.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.26% | 13,449 | $1.0M | New |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.25% | 20,427 | $1.0M | Add +44.4% |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 15,673 | $999K | Add +95.7% |
| SHOP Shopify Inc. Class A | 0.25% | 9,367 | $996K | Reduce -4.9% |
| IEMG iShares Core MSCI Emerging | 0.24% | 18,461 | $964K | Add +40.6% |
| SOLV Solventum Corp. | 0.23% | 13,654 | $902K | Reduce -6.6% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.22% | 26,937 | $887K | New |
| NTRS Northern Trust Corp. | 0.22% | 8,583 | $886K | Reduce -46.1% |
| KMB Kimberly-Clark Corp. | 0.21% | 6,244 | $826K | Reduce -5.1% |
| SE Sea Ltd.-ADR | 0.21% | 7,753 | $823K | Reduce -10.7% |
| HD Home Depot Inc. | 0.21% | 2,101 | $817K | Add +7.1% |
| GBIL Goldman Sachs Access Treasur | 0.20% | 7,950 | $797K | Add +194.4% |
| SCHW Schwab (charles) Corp. | 0.19% | 10,070 | $745K | Reduce -11.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.19% | 7,686 | $744K | Add +6.6% |
| ROG Rogers Corp. | 0.18% | 7,028 | $714K | Add +38.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 1,202 | $705K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.18% | 2,915 | $700K | Add +153.7% |
| NVST Envista Holdings Corp. | 0.18% | 36,182 | $698K | Reduce -26.5% |
| DEO Diageo PLC-Sponsored ADR | 0.17% | 5,458 | $694K | Add +43.0% |
| MCD McDonald's Corp. | 0.17% | 2,384 | $691K | Reduce -0.1% |
| V Visa Inc. Class A | 0.17% | 2,164 | $684K | Add +3.2% |
| ORCL Oracle Corp. | 0.17% | 4,090 | $681K | Add +10.7% |
| SYK Stryker Corp. | 0.17% | 1,859 | $669K | Add +4.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.16% | 11,922 | $652K | Reduce -39.8% |
| QLTY GMO U.S. Quality ETF | 0.16% | 20,060 | $642K | Reduce -27.9% |
| MA Mastercard Inc. Class A | 0.16% | 1,207 | $636K | Add +8.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 3,137 | $620K | Add +0.1% |
| UNH Unitedhealth Group Inc. | 0.16% | 1,221 | $618K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 14,009 | $616K | Reduce -0.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 12,816 | $607K | Add +10.7% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 7,828 | $605K | Reduce -0.4% |
| CLX Clorox Company | 0.15% | 3,658 | $594K | Reduce -29.5% |
| MRTN Marten Transport Ltd. | 0.14% | 34,500 | $539K | Add +52.9% |
| VONV Vanguard Russell 1000 Value | 0.14% | 6,623 | $538K | No change |
| IYC iShares US Consumer Discreti | 0.13% | 5,584 | $537K | No change |
| NFLX Netflix Inc. | 0.13% | 566 | $504K | Add +13.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.12% | 1,444 | $496K | Reduce -3.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.12% | 9,431 | $489K | Reduce -8.6% |
| XOM Exxon Mobil Corp. | 0.12% | 4,464 | $480K | Add +4.0% |
| TMO Thermo Fisher Scientific Inc. | 0.12% | 904 | $471K | Reduce -0.6% |
Portfolio Sells Q3 2024 → Q4 2024
| AVUS Avantis U.S. Equity ETF | Reduce -41.4% | 1.00% | −0.84 |
| GSLC Goldman Activebeta US LC ETF | Reduce -12.7% | 2.87% | −0.67 |
| AVDE Avantis International Equity | Reduce -6.2% | 1.92% | −0.54 |
| MMM 3M Co. | Reduce -11.7% | 1.65% | −0.53 |
| FBND Fidelity Total Bond ETF | Reduce -54.7% | 0.31% | −0.48 |
| AAPL Apple Inc. | Reduce -1.4% | 6.42% | −0.25 |
| NTRS Northern Trust Corp. | Reduce -46.1% | 0.22% | −0.18 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -20.4% | 0.40% | −0.14 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -39.8% | 0.16% | −0.14 |
| IDA Idacorp Inc. | Sold out | 0.00% | −0.11 |
| NVST Envista Holdings Corp. | Reduce -26.5% | 0.18% | −0.09 |
| QLTY GMO U.S. Quality ETF | Reduce -27.9% | 0.16% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -5.5% | 0.93% | −0.09 |
| CLX Clorox Company | Reduce -29.5% | 0.15% | −0.08 |
| SCHY Schwab International DVD ETF | Sold out | 0.00% | −0.08 |
| AVO Mission Produce Inc. | Sold out | 0.00% | −0.08 |
| QGEN Qiagen NV | Reduce -4.0% | 0.45% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.08 |
| GGG Graco Inc. | Sold out | 0.00% | −0.08 |
| HSIC Henry Schein Inc. | Reduce -5.5% | 0.32% | −0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.6% | 0.79% | −0.07 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.07 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.07 |
| WERN Werner Enterprises Inc. | Reduce -6.3% | 0.27% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -30.5% | 0.11% | −0.07 |
| WAT Waters Corp. | Sold out | 0.00% | −0.07 |
| DISV Dimensional International SM | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -30.1% | 0.09% | −0.07 |
| PNC PNC Financial Services Group | Reduce -51.1% | 0.05% | −0.06 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.06 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.06 |
| KNX Knight-Swift Transportation | Reduce -38.2% | 0.07% | −0.06 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.06 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Sold out | 0.00% | −0.06 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.06 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.06 |
| GLW Corning Inc. | Sold out | 0.00% | −0.06 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.06 |
| SOLV Solventum Corp. | Reduce -6.6% | 0.23% | −0.06 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -5.1% | 0.21% | −0.05 |
| CVX Chevron Corp. | Reduce -33.7% | 0.07% | −0.05 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Reduce -34.7% | 0.06% | −0.04 |
| KR Kroger Co. | Reduce -43.4% | 0.05% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.12% | −0.04 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -8.6% | 0.12% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| CTOS Custom Truck One Source Inc. | Add +8.0% | 4.96% | +1.34 |
| TSLA Tesla Inc. | Add +2.8% | 2.77% | +0.85 |
| IVV iShares Core S&P 500 ETF | Add +34.2% | 2.89% | +0.57 |
| XRAY Dentsply Sirona Inc. | Add +126.5% | 1.57% | +0.49 |
| EL Estee Lauder Companies Class A | Add +308.0% | 0.73% | +0.47 |
| ASML ASML Holding NV-NY Reg SHS | Add +590.7% | 0.53% | +0.43 |
| NKE Nike Inc. Class B | New | 0.42% | +0.42 |
| JMST JPM Ultra-Short Muni Income | New | 0.28% | +0.28 |
| FENI Fidelity Enhanced Intl ETF | New | 0.26% | +0.26 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.26% | +0.26 |
| FELC Fidelity Enh LRG Cap Cor ETF | New | 0.22% | +0.22 |
| NVDA Nvidia Corp. | Add +6.2% | 2.67% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 4.24% | +0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +74.7% | 0.47% | +0.16 |
| JPST JPMorgan Ultra-Short Income | Add +36.7% | 0.85% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +78.8% | 0.34% | +0.13 |
| GBIL Goldman Sachs Access Treasur | Add +194.4% | 0.20% | +0.13 |
| AVUV Avantis US Small Cap Value | Add +23.7% | 1.06% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +95.7% | 0.25% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +153.7% | 0.18% | +0.10 |
| AVGO Broadcom Inc. | Add +0.9% | 0.48% | +0.09 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 0.09% | +0.09 |
| SCHF Schwab Intl Equity ETF | New | 0.08% | +0.08 |
| DFAS Dimensional US Small Cap ETF | New | 0.07% | +0.07 |
| DFIC Dimensional International Co. | New | 0.07% | +0.07 |
| DFAI Dimensional International Co. | New | 0.06% | +0.06 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +44.4% | 0.25% | +0.06 |
| LULU Lululemon Athletica Inc. | New | 0.06% | +0.06 |
| BLK BlackRock Inc. | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | New | 0.06% | +0.06 |
| VGSH Vanguard Short-Term Treasury | New | 0.06% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +11.8% | 1.62% | +0.05 |
| VTC Vanguard Total Corporate BND | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | New | 0.05% | +0.05 |
| BN Brookfield Corp. | New | 0.05% | +0.05 |
| DE Deere & Co. | New | 0.05% | +0.05 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.72% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +40.6% | 0.24% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +5.3% | 0.40% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +6.3% | 0.11% | +0.03 |
| AGG iShares Core U.S. Aggregate | Add +18.4% | 1.13% | +0.03 |
| NFLX Netflix Inc. | Add +13.2% | 0.13% | +0.03 |
| DEO Diageo PLC-Sponsored ADR | Add +43.0% | 0.17% | +0.03 |
| MRTN Marten Transport Ltd. | Add +52.9% | 0.14% | +0.02 |
| ROG Rogers Corp. | Add +38.3% | 0.18% | +0.02 |
| WMT Walmart Inc. | Add +1.5% | 0.40% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +16.7% | 0.33% | +0.01 |
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 |