Canvas Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Canvas Wealth Advisors, LLC reported 180 stock positions worth $389.5 million. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 5.3%) and iShares Core S&P Total U.S. (ITOT, 4.6%). Compared with Q4 2024, it opened 27 new positions, sold out of 24, added to 95 and reduced 48. The biggest buy was Uber Technologies (UBER, shares +11%) and the biggest sale Advanced Micro Devices (AMD, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $389.5M (Q1 2025)
- SEC Filing
- 0001085146-25-002312 ↗ filed Apr 24, 2025
Holdings Value
Holdings 180 stocks · $389.5M
| MSFT Microsoft Corp. | 5.84% | 62,013 | $22.7M | Add +7.7% |
| AAPL Apple Inc. | 5.32% | 103,701 | $20.7M | Add +1.6% |
| ITOT iShares Core S&P Total U.S. | 4.65% | 157,404 | $18.1M | Add +11.8% |
| CTOS Custom Truck One Source Inc. | 4.41% | 4,468,342 | $17.2M | Add +8.8% |
| GOOGL Alphabet Inc. Class A | 4.24% | 109,037 | $16.5M | Add +22.3% |
| UBER Uber Technologies Inc. | 3.69% | 192,814 | $14.4M | Add +11.3% |
| IUSG iShares Core S&P U.S. Growth | 3.39% | 109,161 | $13.2M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 3.27% | 73,455 | $12.7M | Add +14.0% |
| PLTR Palantir Technologies Inc. Class A | 3.22% | 133,245 | $12.5M | Reduce -4.8% |
| NVDA Nvidia Corp. | 3.06% | 120,365 | $11.9M | Add +52.2% |
| IVV iShares Core S&P 500 ETF | 2.95% | 21,727 | $11.5M | Add +11.2% |
| GSLC Goldman Activebeta US LC ETF | 2.75% | 102,829 | $10.7M | Add +3.7% |
| TSLA Tesla Inc. | 2.39% | 39,038 | $9.3M | Add +42.7% |
| SCHD Schwab US DVD Equity ETF | 2.26% | 345,337 | $8.8M | Reduce -12.4% |
| AVDE Avantis International Equity | 2.16% | 125,068 | $8.4M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 2.07% | 83,230 | $8.0M | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 1.98% | 15,940 | $7.7M | Add +33.3% |
| IUSV iShares Core S&P U.S. Value | 1.51% | 68,360 | $5.9M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 10,473 | $5.5M | Add +3.2% |
| AMD Advanced Micro Devices | 1.38% | 62,168 | $5.4M | Reduce -8.1% |
| PANW Palo Alto Networks Inc. | 1.26% | 29,923 | $4.9M | Add +46.5% |
| MMM 3M Co. | 1.19% | 34,046 | $4.6M | Reduce -33.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.14% | 58,050 | $4.4M | Reduce -8.2% |
| AGG iShares Core U.S. Aggregate | 1.14% | 45,577 | $4.4M | Reduce -1.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.95% | 10,077 | $3.7M | Add +7.4% |
| AVUV Avantis US Small Cap Value | 0.94% | 45,237 | $3.7M | Add +3.8% |
| XRAY Dentsply Sirona Inc. | 0.90% | 268,037 | $3.5M | Reduce -17.9% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.84% | 58,621 | $3.3M | Add +51.4% |
| AVUS Avantis U.S. Equity ETF | 0.81% | 36,549 | $3.2M | Reduce -11.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.80% | 4 | $3.1M | No change |
| JPM JPMorgan Chase & Co. | 0.74% | 12,302 | $2.9M | Add +2.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.74% | 8,218 | $2.9M | Add +7.2% |
| NKE Nike Inc. Class B | 0.72% | 49,168 | $2.8M | Add +121.7% |
| MELI MercadoLibre Inc. | 0.72% | 1,314 | $2.8M | Add +7.9% |
| JPST JPMorgan Ultra-Short Income | 0.69% | 53,250 | $2.7M | Reduce -20.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 12,872 | $2.7M | Add +341.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 9,068 | $2.3M | Add +63.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.58% | 13,948 | $2.3M | Add +26.0% |
| AVEM Avantis Emerging Markets Eq | 0.57% | 37,654 | $2.2M | Add +8.0% |
| VXUS Vanguard Total Intl Stock | 0.57% | 35,704 | $2.2M | Reduce -27.3% |
| META Meta Platforms Inc. Class A | 0.56% | 4,355 | $2.2M | Add +8.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.53% | 3,202 | $2.0M | Add +5.6% |
| MUB iShares National Muni Bond E | 0.47% | 17,599 | $1.8M | Add +21.9% |
| WMT Walmart Inc. | 0.43% | 17,709 | $1.7M | Add +0.9% |
| AVGO Broadcom Inc. | 0.41% | 9,400 | $1.6M | Add +15.1% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.41% | 53,796 | $1.6M | Add +99.7% |
| GOOG Alphabet Inc. Class C | 0.40% | 10,244 | $1.6M | Add +23.4% |
| FENI Fidelity Enhanced Intl ETF | 0.40% | 51,775 | $1.5M | Add +37.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.40% | 24,145 | $1.5M | Add +79.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.39% | 29,004 | $1.5M | Add +11.0% |
| COST Costco Wholesale Corp. | 0.38% | 1,516 | $1.5M | Add +5.5% |
| CLX Clorox Company | 0.37% | 10,171 | $1.4M | Add +178.1% |
| IYW iShares Ustechnology ETF | 0.36% | 10,702 | $1.4M | No change |
| QGEN Qiagen N.V. | 0.35% | 32,638 | $1.4M | Reduce -16.9% |
| FBND Fidelity Total Bond ETF | 0.33% | 28,328 | $1.3M | Add +2.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.31% | 24,189 | $1.2M | Add +12.3% |
| LLY Eli Lilly & Co. | 0.31% | 1,479 | $1.2M | Reduce -2.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.31% | 28,521 | $1.2M | Reduce -6.2% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 22,135 | $1.1M | Add +3.1% |
| AVLV Avantis US Large Cap Value | 0.28% | 17,917 | $1.1M | Reduce -25.2% |
| DFUS Dimensional US Eq MKT ETF | 0.26% | 17,894 | $1.0M | Add +14.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 1,917 | $1.0M | Add +59.5% |
| CWT California Water Service Grp | 0.25% | 18,900 | $971K | Add +139.2% |
| HOLX Hologic Inc. | 0.24% | 16,158 | $940K | Add +431.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 3,945 | $931K | Reduce -2.9% |
| IEMG iShares Core MSCI Emerging | 0.24% | 17,492 | $922K | Reduce -5.3% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 5,634 | $920K | New |
| HD Home Depot Inc. | 0.23% | 2,564 | $909K | Add +22.0% |
| NTRS Northern Trust Corp. | 0.23% | 9,830 | $878K | Add +14.5% |
| MA Mastercard Inc. Class A | 0.22% | 1,628 | $858K | Add +34.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 8,496 | $853K | Add +10.5% |
| NFLX Netflix Inc. | 0.22% | 818 | $851K | Add +44.5% |
| MRTN Marten Transport Ltd. | 0.21% | 62,496 | $831K | Add +81.2% |
| MCD McDonald's Corp. | 0.21% | 2,575 | $822K | Add +8.0% |
| SHOP Shopify Inc. Class A | 0.20% | 9,240 | $792K | Reduce -1.4% |
| GL Globe Life Inc. | 0.20% | 6,486 | $789K | Reduce -32.4% |
| V Visa Inc. Class A | 0.20% | 2,322 | $770K | Add +7.3% |
| WERN Werner Enterprises Inc. | 0.20% | 26,716 | $761K | Reduce -9.7% |
| ORCL Oracle Corp. | 0.19% | 5,808 | $739K | Add +42.0% |
| HSIC Henry Schein Inc. | 0.19% | 11,294 | $729K | Reduce -39.3% |
| SE Sea Ltd.-ADR | 0.19% | 6,123 | $726K | Reduce -21.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.19% | 15,356 | $722K | Add +19.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.18% | 4,028 | $702K | Add +129.8% |
| SCHW Schwab (charles) Corp. | 0.18% | 9,050 | $693K | Reduce -10.1% |
| SOLV Solventum Corp. | 0.18% | 10,505 | $682K | Reduce -23.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.17% | 8,508 | $680K | Add +57.9% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.17% | 6,016 | $672K | New |
| PWR Quanta Services Inc. | 0.17% | 2,502 | $655K | New |
| SYK Stryker Corp. | 0.17% | 1,869 | $651K | Add +0.5% |
| GBIL Goldman Sachs Access Treasur | 0.17% | 6,450 | $646K | Reduce -18.9% |
| KMB Kimberly-Clark Corp. | 0.16% | 4,534 | $625K | Reduce -27.4% |
| HTO H2O America filed as SJW GROUP | 0.16% | 11,130 | $615K | Add +58.1% |
| BSV Vanguard Short-Term Bond ETF | 0.15% | 7,532 | $589K | Reduce -3.8% |
| IWD iShares Russell 1000 Value E | 0.15% | 3,285 | $582K | New |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.15% | 12,968 | $568K | Reduce -36.5% |
| IJH iShares Core S&P Midcap ETF | 0.14% | 10,125 | $556K | Add +48.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 13,872 | $532K | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 3,442 | $521K | Add +9.7% |
| JNJ Johnson & Johnson | 0.13% | 3,269 | $516K | Add +34.5% |
| VONV Vanguard Russell 1000 Value | 0.13% | 6,623 | $514K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AMD Advanced Micro Devices | Reduce -8.1% | 1.38% | −0.68 |
| XRAY Dentsply Sirona Inc. | Reduce -17.9% | 0.90% | −0.67 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.3% | 2.07% | −0.50 |
| MMM 3M Co. | Reduce -33.3% | 1.19% | −0.46 |
| SCHD Schwab US DVD Equity ETF | Reduce -12.4% | 2.26% | −0.45 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.5% | 3.39% | −0.44 |
| AVUS Avantis U.S. Equity ETF | Reduce -11.1% | 0.81% | −0.19 |
| NVST Envista Holdings Corp. | Sold out | 0.00% | −0.18 |
| QLTY GMO U.S. Quality ETF | Sold out | 0.00% | −0.16 |
| JPST JPMorgan Ultra-Short Income | Reduce -20.5% | 0.69% | −0.16 |
| VXUS Vanguard Total Intl Stock | Reduce -27.3% | 0.57% | −0.16 |
| HSIC Henry Schein Inc. | Reduce -39.3% | 0.19% | −0.14 |
| AVLV Avantis US Large Cap Value | Reduce -25.2% | 0.28% | −0.12 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.11 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -36.5% | 0.15% | −0.11 |
| ROG Rogers Corp. | Reduce -23.7% | 0.08% | −0.10 |
| QGEN Qiagen N.V. | Reduce -16.9% | 0.35% | −0.10 |
| WERN Werner Enterprises Inc. | Reduce -9.7% | 0.20% | −0.07 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.07 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.07 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.07 |
| GL Globe Life Inc. | Reduce -32.4% | 0.20% | −0.07 |
| DEO Diageo PLC-Sponsored ADR | Reduce -31.1% | 0.11% | −0.07 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -42.9% | 0.06% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.06 |
| JGLO JPMorgan GLBL SLCT Eq ETF | Sold out | 0.00% | −0.06 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.06 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.05 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.05 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.05 |
| VTC Vanguard Total Corporate BND | Sold out | 0.00% | −0.05 |
| KR Kroger Co. | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.05 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.05 |
| SOLV Solventum Corp. | Reduce -23.1% | 0.18% | −0.05 |
| HLT Hilton Worldwide Holdings Inc. | Sold out | 0.00% | −0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -22.7% | 0.11% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -20.9% | 0.11% | −0.05 |
| HR Healthcare Realty Trust Inc. | Sold out | 0.00% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -27.4% | 0.16% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -1.4% | 0.20% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.9% | 0.24% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -18.9% | 0.17% | −0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Reduce -30.6% | 0.10% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | Add +11.3% | 3.69% | +1.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +341.6% | 0.69% | +0.51 |
| NVDA Nvidia Corp. | Add +52.2% | 3.06% | +0.39 |
| VOO Vanguard S&P 500 ETF | Add +33.3% | 1.98% | +0.36 |
| PANW Palo Alto Networks Inc. | Add +46.5% | 1.26% | +0.32 |
| NKE Nike Inc. Class B | Add +121.7% | 0.72% | +0.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 1.40% | +0.25 |
| AVDE Avantis International Equity | Add +0.5% | 2.16% | +0.24 |
| RSP Invesco S&P 500 Equal Weight | New | 0.24% | +0.24 |
| CLX Clorox Company | Add +178.1% | 0.37% | +0.22 |
| VTI VG Morningstar TS MKT ETF-US | Add +63.2% | 0.60% | +0.20 |
| MELI MercadoLibre Inc. | Add +7.9% | 0.72% | +0.20 |
| HOLX Hologic Inc. | Add +431.7% | 0.24% | +0.19 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +99.7% | 0.41% | +0.18 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.17% | +0.17 |
| PWR Quanta Services Inc. | New | 0.17% | +0.17 |
| CWT California Water Service Grp | Add +139.2% | 0.25% | +0.16 |
| IWD iShares Russell 1000 Value E | New | 0.15% | +0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.4% | 0.95% | +0.15 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +79.5% | 0.40% | +0.14 |
| FENI Fidelity Enhanced Intl ETF | Add +37.9% | 0.40% | +0.14 |
| EL Estee Lauder Companies Class A | Add +51.4% | 0.84% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +26.0% | 0.58% | +0.11 |
| ITOT iShares Core S&P Total U.S. | Add +11.8% | 4.65% | +0.10 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.10% | +0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +129.8% | 0.18% | +0.09 |
| TTWO Take-Two Interactive Softwre | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | Add +44.5% | 0.22% | +0.09 |
| DFAC Dimensional US Core Equity 2 | New | 0.09% | +0.09 |
| DHR Danaher Corp. | New | 0.09% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +59.5% | 0.26% | +0.08 |
| DFAX Dimensional World Ex US Core | New | 0.08% | +0.08 |
| DFEM Dimensional Emrg MRKT Core | New | 0.08% | +0.08 |
| MUB iShares National Muni Bond E | Add +21.9% | 0.47% | +0.08 |
| MRTN Marten Transport Ltd. | Add +81.2% | 0.21% | +0.08 |
| KO The Coca-Cola Co. | New | 0.08% | +0.08 |
| FSLR First Solar Inc. | New | 0.08% | +0.08 |
| SPGI S&P Global Inc. | New | 0.07% | +0.07 |
| HTO H2O America | Add +58.1% | 0.16% | +0.07 |
| MDLZ Mondelez International Inc. Class A | New | 0.07% | +0.07 |
| DFLV Dim US Large Cap Value ETF | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +11.2% | 2.95% | +0.07 |
| NOC Northrop Grumman Corp. | New | 0.07% | +0.07 |
| DFAS Dimensional US Small Cap ETF | Add +122.2% | 0.13% | +0.06 |
| FBTC Fidelity Wise Origin Bitcoin | Add +57.9% | 0.17% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.06% | +0.06 |
| FESM Fidelity Enhanced Small Cap | New | 0.06% | +0.06 |
| MA Mastercard Inc. Class A | Add +34.9% | 0.22% | +0.06 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 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 |