Canvas Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 30, 2025), Canvas Wealth Advisors, LLC reported 207 stock positions worth $507.1 million. Its top holding was Microsoft (MSFT) at 6.3% of the portfolio, followed by Custom Truck One Source (CTOS, 5.6%) and iShares Core S&P Total U.S. (ITOT, 4.5%). Compared with Q1 2025, it opened 33 new positions, sold out of 6, added to 96 and reduced 63. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Dentsply Sirona (XRAY, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $507.1M (Q2 2025)
- SEC Filing
- 0001085146-25-004300 ↗ filed Jul 30, 2025
Holdings Value
Holdings 207 stocks · $507.1M
| MSFT Microsoft Corp. | 6.32% | 62,527 | $32.0M | Add +0.8% |
| CTOS Custom Truck One Source Inc. | 5.59% | 4,760,683 | $28.3M | Add +6.5% |
| ITOT iShares Core S&P Total U.S. | 4.51% | 164,261 | $22.9M | Add +4.4% |
| GOOGL Alphabet Inc. Class A | 4.50% | 118,489 | $22.8M | Add +8.7% |
| AAPL Apple Inc. | 4.46% | 105,577 | $22.6M | Add +1.8% |
| NVDA Nvidia Corp. | 4.25% | 121,923 | $21.5M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 4.18% | 134,182 | $21.2M | Add +0.7% |
| IUSG iShares Core S&P U.S. Growth | 3.43% | 111,591 | $17.4M | Add +2.2% |
| AMZN Amazon.com Inc. | 3.41% | 74,310 | $17.3M | Add +1.2% |
| IVV iShares Core S&P 500 ETF | 3.32% | 26,320 | $16.8M | Add +21.1% |
| UBER Uber Technologies Inc. | 3.27% | 182,952 | $16.6M | Reduce -5.1% |
| GSLC Goldman Activebeta US LC ETF | 2.64% | 107,325 | $13.4M | Add +4.4% |
| TSLA Tesla Inc. | 2.58% | 40,255 | $13.1M | Add +3.1% |
| SCHD Schwab US DVD Equity ETF | 2.18% | 406,202 | $11.0M | Add +17.6% |
| AMD Advanced Micro Devices | 2.04% | 59,664 | $10.4M | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 1.98% | 89,177 | $10.1M | Add +7.2% |
| AVDE Avantis International Equity | 1.97% | 134,178 | $10.0M | Add +7.3% |
| VOO Vanguard S&P 500 ETF | 1.81% | 15,667 | $9.2M | Reduce -1.7% |
| IUSV iShares Core S&P U.S. Value | 1.33% | 69,620 | $6.7M | Add +1.8% |
| PANW Palo Alto Networks Inc. | 1.25% | 30,919 | $6.3M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 10,832 | $5.2M | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.97% | 58,945 | $4.9M | Add +1.5% |
| MMM 3M Co. | 0.95% | 31,521 | $4.8M | Reduce -7.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.91% | 9,793 | $4.6M | Reduce -2.8% |
| AGG iShares Core U.S. Aggregate | 0.91% | 46,878 | $4.6M | Add +2.9% |
| AVUV Avantis US Small Cap Value | 0.86% | 45,548 | $4.3M | Add +0.7% |
| AVUS Avantis U.S. Equity ETF | 0.76% | 36,862 | $3.8M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.74% | 12,658 | $3.8M | Add +2.9% |
| CLX Clorox Company | 0.74% | 29,548 | $3.8M | Add +190.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 8,126 | $3.7M | Reduce -1.1% |
| NKE Nike Inc. Class B | 0.73% | 46,754 | $3.7M | Reduce -4.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.63% | 12,945 | $3.2M | Add +0.6% |
| AVEM Avantis Emerging Markets Eq | 0.63% | 45,389 | $3.2M | Add +20.5% |
| META Meta Platforms Inc. Class A | 0.62% | 4,399 | $3.2M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.61% | 9,916 | $3.1M | Add +9.3% |
| MELI MercadoLibre Inc. | 0.61% | 1,313 | $3.1M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.58% | 10,016 | $2.9M | Add +6.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.57% | 4 | $2.9M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.57% | 54,544 | $2.9M | Add +88.1% |
| JPST JPMorgan Ultra-Short Income | 0.54% | 53,819 | $2.7M | Add +1.1% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.53% | 76,580 | $2.7M | Add +42.4% |
| VXUS Vanguard Total Intl Stock | 0.53% | 38,297 | $2.7M | Add +7.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.47% | 13,190 | $2.4M | Reduce -5.4% |
| FBND Fidelity Total Bond ETF | 0.46% | 51,395 | $2.3M | Add +81.4% |
| FENI Fidelity Enhanced Intl ETF | 0.46% | 70,159 | $2.3M | Add +35.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.45% | 3,154 | $2.3M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.41% | 10,761 | $2.1M | Add +5.0% |
| WMT Walmart Inc. | 0.40% | 21,001 | $2.0M | Add +18.6% |
| IYW iShares Ustechnology ETF | 0.38% | 10,702 | $1.9M | No change |
| MUB iShares National Muni Bond E | 0.37% | 18,187 | $1.9M | Add +3.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.36% | 19,785 | $1.8M | Reduce -66.3% |
| DFUS Dimensional US Eq MKT ETF | 0.36% | 26,344 | $1.8M | Add +47.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.35% | 21,171 | $1.8M | Reduce -12.3% |
| COST Costco Wholesale Corp. | 0.30% | 1,609 | $1.5M | Add +6.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.28% | 32,988 | $1.4M | Add +15.7% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 22,149 | $1.3M | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 4,352 | $1.2M | Add +10.3% |
| LLY Eli Lilly & Co. | 0.23% | 1,451 | $1.2M | Reduce -1.9% |
| SHOP Shopify Inc. Class A | 0.23% | 9,178 | $1.2M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.23% | 980 | $1.2M | Add +19.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 1,803 | $1.1M | Reduce -6.0% |
| IEMG iShares Core MSCI Emerging | 0.21% | 17,842 | $1.1M | Add +2.0% |
| ORCL Oracle Corp. | 0.21% | 4,305 | $1.1M | Reduce -25.9% |
| FBTC Fidelity Wise Origin Bitcoin | 0.21% | 10,281 | $1.1M | Add +20.8% |
| AVLV Avantis US Large Cap Value | 0.21% | 15,061 | $1.1M | Reduce -15.9% |
| MCD McDonald's Corp. | 0.21% | 3,531 | $1.1M | Add +37.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 9,309 | $1.0M | Add +9.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.20% | 9,016 | $1.0M | Add +49.9% |
| HD Home Depot Inc. | 0.19% | 2,570 | $970K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.19% | 4,775 | $967K | Add +18.6% |
| PWR Quanta Services Inc. | 0.19% | 2,307 | $950K | Reduce -7.8% |
| MA Mastercard Inc. Class A | 0.19% | 1,666 | $947K | Add +2.3% |
| SE Sea Ltd.-ADR | 0.18% | 5,822 | $936K | Reduce -4.9% |
| IWD iShares Russell 1000 Value E | 0.18% | 4,630 | $918K | Add +40.9% |
| SCHW Schwab (charles) Corp. | 0.18% | 9,103 | $891K | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 3,661 | $889K | Add +6.4% |
| KMB Kimberly-Clark Corp. | 0.17% | 6,877 | $872K | Add +51.7% |
| CWT California Water Service Grp | 0.17% | 19,556 | $867K | Add +3.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.17% | 15,198 | $856K | Add +65.0% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 4,512 | $842K | Reduce -19.9% |
| SHM SS SPDR N Ice St Muni ETF | 0.15% | 15,662 | $751K | Add +2.0% |
| SYK Stryker Corp. | 0.15% | 1,869 | $749K | No change |
| NOW ServiceNow Inc. | 0.15% | 759 | $748K | Add +51.2% |
| MRTN Marten Transport Ltd. | 0.15% | 57,885 | $745K | Reduce -7.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.14% | 11,522 | $727K | Add +76.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 13,535 | $690K | Reduce -44.0% |
| V Visa Inc. Class A | 0.14% | 1,933 | $687K | Reduce -16.8% |
| GL Globe Life Inc. | 0.13% | 5,086 | $682K | Reduce -21.6% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 1,394 | $676K | Add +170.2% |
| NTRS Northern Trust Corp. | 0.13% | 5,136 | $667K | Reduce -47.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 13,735 | $662K | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.13% | 3,979 | $661K | Add +21.7% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 10,270 | $660K | Add +1.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 15,565 | $632K | Add +20.3% |
| INFA Informatica Inc. Class A | 0.12% | 25,651 | $630K | New |
| FESM Fidelity Enhanced Small Cap | 0.12% | 18,763 | $622K | Add +109.9% |
| WERN Werner Enterprises Inc. | 0.12% | 21,663 | $620K | Reduce -18.9% |
| BSV Vanguard Short-Term Bond ETF | 0.12% | 7,532 | $590K | No change |
| INTU Intuit Inc. | 0.12% | 738 | $589K | Add +3.5% |
| VONV Vanguard Russell 1000 Value | 0.11% | 6,623 | $576K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| XRAY Dentsply Sirona Inc. | Reduce -94.2% | 0.05% | −0.85 |
| EL Estee Lauder Companies Class A | Reduce -66.3% | 0.36% | −0.48 |
| UBER Uber Technologies Inc. | Reduce -5.1% | 3.27% | −0.42 |
| QGEN Qiagen N.V. | Reduce -80.6% | 0.06% | −0.29 |
| MMM 3M Co. | Reduce -7.4% | 0.95% | −0.25 |
| JMST JPM Ultra-Short Muni Income | Reduce -44.0% | 0.14% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -1.7% | 1.81% | −0.17 |
| HOLX Hologic Inc. | Reduce -67.0% | 0.07% | −0.17 |
| HSIC Henry Schein Inc. | Reduce -65.1% | 0.05% | −0.13 |
| GBIL Goldman Sachs Access Treasur | Reduce -62.0% | 0.05% | −0.12 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.4% | 0.47% | −0.11 |
| MELI MercadoLibre Inc. | Reduce -0.1% | 0.61% | −0.11 |
| CVGW Calavo Growers Inc. | Sold out | 0.00% | −0.11 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.11 |
| NTRS Northern Trust Corp. | Reduce -47.8% | 0.13% | −0.09 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 0.23% | −0.08 |
| WERN Werner Enterprises Inc. | Reduce -18.9% | 0.12% | −0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.5% | 0.45% | −0.07 |
| AVLV Avantis US Large Cap Value | Reduce -15.9% | 0.21% | −0.07 |
| RSP Invesco S&P 500 Equal Weight | Reduce -19.9% | 0.17% | −0.07 |
| DFAS Dimensional US Small Cap ETF | Reduce -48.2% | 0.06% | −0.07 |
| GL Globe Life Inc. | Reduce -21.6% | 0.13% | −0.07 |
| SOLV Solventum Corp. | Reduce -29.0% | 0.11% | −0.07 |
| MRTN Marten Transport Ltd. | Reduce -7.4% | 0.15% | −0.07 |
| V Visa Inc. Class A | Reduce -16.8% | 0.14% | −0.06 |
| HTO H2O America | Reduce -8.2% | 0.10% | −0.06 |
| KNX Knight-Swift Transportation | Sold out | 0.00% | −0.05 |
| XYZ Block Inc. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -21.1% | 0.07% | −0.05 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -12.3% | 0.35% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.8% | 0.91% | −0.04 |
| AVO Mission Produce Inc. | Sold out | 0.00% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -46.3% | 0.05% | −0.04 |
| DFAX Dimensional World Ex US Core | Reduce -37.3% | 0.04% | −0.04 |
| TMUS T-Mobile US Inc. | Reduce -5.4% | 0.07% | −0.03 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -14.1% | 0.11% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.0% | 0.23% | −0.03 |
| ROG Rogers Corp. | Reduce -34.8% | 0.05% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.10% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -18.5% | 0.05% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -24.8% | 0.06% | −0.03 |
| TTWO Take-Two Interactive Softwre | Reduce -11.2% | 0.07% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -10.1% | 0.05% | −0.02 |
| TJX TJX Companies Inc. | Reduce -12.4% | 0.05% | −0.02 |
| CRM Salesforce Inc. | Reduce -14.8% | 0.06% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -8.2% | 0.05% | −0.02 |
| PB Prosperity Bancshares Inc. | Reduce -5.7% | 0.06% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -9.5% | 0.04% | −0.02 |
| LIN Linde PLC | Reduce -2.6% | 0.06% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +1.3% | 4.25% | +1.19 |
| CTOS Custom Truck One Source Inc. | Add +6.5% | 5.59% | +1.18 |
| PLTR Palantir Technologies Inc. Class A | Add +0.7% | 4.18% | +0.96 |
| MSFT Microsoft Corp. | Add +0.8% | 6.32% | +0.48 |
| CLX Clorox Company | Add +190.5% | 0.74% | +0.37 |
| IVV iShares Core S&P 500 ETF | Add +21.1% | 3.32% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +8.7% | 4.50% | +0.26 |
| TSLA Tesla Inc. | Add +3.1% | 2.58% | +0.20 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +88.1% | 0.57% | +0.18 |
| AVGO Broadcom Inc. | Add +6.5% | 0.58% | +0.17 |
| AMZN Amazon.com Inc. | Add +1.2% | 3.41% | +0.15 |
| FBND Fidelity Total Bond ETF | Add +81.4% | 0.46% | +0.14 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +42.4% | 0.53% | +0.13 |
| INFA Informatica Inc. Class A | New | 0.12% | +0.12 |
| DFUS Dimensional US Eq MKT ETF | Add +47.2% | 0.36% | +0.10 |
| BDX Becton Dickinson and Co. | New | 0.09% | +0.09 |
| TMO Thermo Fisher Scientific Inc. | Add +170.2% | 0.13% | +0.08 |
| WAT Waters Corp. | New | 0.08% | +0.08 |
| GE General Electric | New | 0.06% | +0.06 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.62% | +0.06 |
| FENI Fidelity Enhanced Intl ETF | Add +35.5% | 0.46% | +0.06 |
| FEMR Fidelity Enh Emr MRKT ETF | New | 0.06% | +0.06 |
| KKR KKR & Co. Inc. | New | 0.06% | +0.06 |
| FESM Fidelity Enhanced Small Cap | Add +109.9% | 0.12% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| AVEM Avantis Emerging Markets Eq | Add +20.5% | 0.63% | +0.06 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +65.0% | 0.17% | +0.05 |
| BLK BlackRock Inc. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | New | 0.05% | +0.05 |
| MAA Mid-America Apartment Comm | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.05% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.05% | +0.05 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| IGV iShares Expanded Tech-Softwa | New | 0.05% | +0.05 |
| NHYM Nuveen HY Municipal Bond ETF | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | New | 0.05% | +0.05 |
| NOW ServiceNow Inc. | Add +51.2% | 0.15% | +0.05 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +76.0% | 0.14% | +0.05 |
| PNC PNC Financial Services Group | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| MLM Martin Marietta Materials | New | 0.04% | +0.04 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.04% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.04% | +0.04 |
| EFA iShares MSCI Eafe ETF | New | 0.04% | +0.04 |
| DKNG Draftkings Inc. Class A | New | 0.04% | +0.04 |
| BN Brookfield Corp. | New | 0.04% | +0.04 |
| ZS Zscaler Inc. | New | 0.04% | +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 |