Canvas Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Canvas Wealth Advisors, LLC reported 214 stock positions worth $549.9 million. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Custom Truck One Source (CTOS, 5.6%) and Alphabet Class A (GOOGL, 5.4%). Compared with Q2 2025, it opened 20 new positions, sold out of 13, added to 100 and reduced 75. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $549.9M (Q3 2025)
- SEC Filing
- 0001858782-25-000005 ↗ filed Nov 5, 2025
Holdings Value
Holdings 214 stocks · $549.9M
| MSFT Microsoft Corp. | 5.87% | 62,340 | $32.3M | Reduce -0.3% |
| CTOS Custom Truck One Source Inc. | 5.63% | 4,746,717 | $30.9M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 5.35% | 119,970 | $29.4M | Add +1.3% |
| AAPL Apple Inc. | 5.03% | 107,212 | $27.7M | Add +1.6% |
| ITOT iShares Core S&P Total U.S. | 4.54% | 170,398 | $25.0M | Add +3.7% |
| NVDA Nvidia Corp. | 4.17% | 122,362 | $23.0M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 3.94% | 125,267 | $21.7M | Reduce -6.6% |
| IVV iShares Core S&P 500 ETF | 3.52% | 28,764 | $19.3M | Add +9.3% |
| AMZN Amazon.com Inc. | 3.27% | 81,799 | $18.0M | Add +10.1% |
| UBER Uber Technologies Inc. | 3.26% | 185,601 | $17.9M | Add +1.4% |
| TSLA Tesla Inc. | 3.22% | 41,179 | $17.7M | Add +2.3% |
| IUSG iShares Core S&P U.S. Growth | 3.04% | 101,252 | $16.7M | Reduce -9.3% |
| GSLC Goldman Activebeta US LC ETF | 2.62% | 110,314 | $14.4M | Add +2.8% |
| AVDE Avantis International Equity | 2.12% | 145,440 | $11.6M | Add +8.4% |
| SCHD Schwab US DVD Equity ETF | 2.05% | 410,502 | $11.3M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 2.01% | 92,230 | $11.1M | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 1.81% | 16,171 | $9.9M | Add +3.2% |
| AMD Advanced Micro Devices | 1.76% | 58,894 | $9.7M | Reduce -1.3% |
| PANW Palo Alto Networks Inc. | 1.47% | 39,142 | $8.1M | Add +26.6% |
| IUSV iShares Core S&P U.S. Value | 1.32% | 72,145 | $7.3M | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.21% | 13,354 | $6.7M | Add +23.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.95% | 58,809 | $5.2M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.92% | 50,709 | $5.1M | Add +8.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.88% | 9,831 | $4.8M | Add +0.4% |
| MMM 3M Co. | 0.84% | 29,195 | $4.6M | Reduce -7.4% |
| CLX Clorox Company | 0.78% | 34,788 | $4.3M | Add +17.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 8,341 | $4.0M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.72% | 12,695 | $3.9M | Add +0.3% |
| AVUS Avantis U.S. Equity ETF | 0.70% | 35,499 | $3.9M | Reduce -3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 11,145 | $3.7M | Add +12.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.64% | 66,274 | $3.5M | Add +21.5% |
| AVGO Broadcom Inc. | 0.63% | 10,263 | $3.5M | Add +2.5% |
| AVEM Avantis Emerging Markets Eq | 0.61% | 43,752 | $3.3M | Reduce -3.6% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.58% | 84,819 | $3.2M | Add +10.8% |
| META Meta Platforms Inc. Class A | 0.56% | 4,357 | $3.1M | Reduce -0.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.56% | 11,899 | $3.1M | Reduce -8.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.55% | 4 | $3.0M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.54% | 40,545 | $3.0M | Add +53.9% |
| AVUV Avantis US Small Cap Value | 0.53% | 28,985 | $2.9M | Reduce -36.4% |
| MELI MercadoLibre Inc. | 0.52% | 1,319 | $2.9M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.52% | 38,248 | $2.9M | Reduce -0.1% |
| NKE Nike Inc. Class B | 0.52% | 39,522 | $2.8M | Reduce -15.5% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 55,173 | $2.8M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.50% | 11,095 | $2.7M | Add +3.1% |
| FBND Fidelity Total Bond ETF | 0.46% | 54,303 | $2.5M | Add +5.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.43% | 2,270 | $2.3M | Reduce -28.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.42% | 12,324 | $2.3M | Reduce -6.6% |
| MUB iShares National Muni Bond E | 0.41% | 21,129 | $2.2M | Add +16.2% |
| WMT Walmart Inc. | 0.41% | 21,882 | $2.2M | Add +4.2% |
| IYW iShares Ustechnology ETF | 0.38% | 10,702 | $2.1M | No change |
| FENI Fidelity Enhanced Intl ETF | 0.34% | 51,804 | $1.9M | Reduce -26.2% |
| COST Costco Wholesale Corp. | 0.29% | 1,766 | $1.6M | Add +9.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 33,152 | $1.4M | Add +0.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.25% | 4,547 | $1.4M | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 22,139 | $1.4M | Reduce -0.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.25% | 12,587 | $1.3M | Add +22.4% |
| SHOP Shopify Inc. Class A | 0.24% | 8,310 | $1.3M | Reduce -9.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,805 | $1.2M | Add +0.1% |
| FESM Fidelity Enhanced Small Cap | 0.22% | 32,621 | $1.2M | Add +73.9% |
| ORCL Oracle Corp. | 0.22% | 4,188 | $1.2M | Reduce -2.7% |
| IWD iShares Russell 1000 Value E | 0.21% | 5,705 | $1.2M | Add +23.2% |
| NFLX Netflix Inc. | 0.21% | 1,011 | $1.2M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.21% | 1,380 | $1.2M | Reduce -4.9% |
| IEMG iShares Core MSCI Emerging | 0.21% | 17,216 | $1.2M | Reduce -3.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.20% | 9,585 | $1.1M | Add +3.0% |
| MCD McDonald's Corp. | 0.20% | 3,600 | $1.1M | Add +1.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 3,641 | $1.1M | Reduce -0.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.19% | 12,041 | $1.1M | Reduce -39.1% |
| KMB Kimberly-Clark Corp. | 0.19% | 8,622 | $1.1M | Add +25.4% |
| HD Home Depot Inc. | 0.18% | 2,567 | $1.0M | Reduce -0.1% |
| PWR Quanta Services Inc. | 0.18% | 2,323 | $978K | Add +0.7% |
| MA Mastercard Inc. Class A | 0.18% | 1,681 | $976K | Add +0.9% |
| SE Sea Ltd.-ADR | 0.17% | 5,126 | $948K | Reduce -11.9% |
| FEMR Fidelity Enh Emr MRKT ETF | 0.17% | 29,816 | $941K | Add +176.3% |
| CWT California Water Service Grp | 0.17% | 20,653 | $938K | Add +5.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.17% | 8,100 | $923K | Reduce -10.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.17% | 10,149 | $910K | Reduce -52.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 4,216 | $890K | Reduce -11.7% |
| SCHW Schwab (charles) Corp. | 0.16% | 9,070 | $853K | Reduce -0.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.15% | 12,475 | $852K | Add +8.3% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 4,388 | $839K | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.14% | 4,065 | $767K | Add +2.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.14% | 15,717 | $756K | Add +0.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.14% | 14,725 | $750K | Add +8.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.13% | 14,300 | $724K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 13,859 | $702K | Add +0.9% |
| SYK Stryker Corp. | 0.13% | 1,868 | $692K | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 15,565 | $678K | No change |
| IJH iShares Core S&P Midcap ETF | 0.12% | 10,167 | $669K | Reduce -1.0% |
| V Visa Inc. Class A | 0.12% | 1,889 | $661K | Reduce -2.3% |
| MRTN Marten Transport Ltd. | 0.12% | 62,043 | $659K | Add +7.2% |
| FSLR First Solar Inc. | 0.12% | 2,860 | $658K | Add +8.9% |
| ET Energy Transfer LP | 0.12% | 38,594 | $648K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.11% | 24,655 | $614K | Add +13.4% |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,128 | $613K | Reduce -19.1% |
| INFA Informatica Inc. Class A | 0.11% | 24,222 | $604K | Reduce -5.6% |
| VONV Vanguard Russell 1000 Value | 0.11% | 6,623 | $596K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.11% | 11,263 | $586K | Add +1.1% |
| ABBV Abbvie Inc. | 0.11% | 2,485 | $581K | Add +0.1% |
| SMH Vaneck Semiconductor ETF | 0.11% | 1,721 | $579K | Reduce -3.2% |
Portfolio Sells Q2 2025 → Q3 2025
| MSFT Microsoft Corp. | Reduce -0.3% | 5.87% | −0.45 |
| IUSG iShares Core S&P U.S. Growth | Reduce -9.3% | 3.04% | −0.40 |
| AVUV Avantis US Small Cap Value | Reduce -36.4% | 0.53% | −0.33 |
| AMD Advanced Micro Devices | Reduce -1.3% | 1.76% | −0.28 |
| PLTR Palantir Technologies Inc. Class A | Reduce -6.6% | 3.94% | −0.24 |
| NKE Nike Inc. Class B | Reduce -15.5% | 0.52% | −0.21 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -52.1% | 0.17% | −0.18 |
| EL Estee Lauder Companies Class A | Reduce -39.1% | 0.19% | −0.17 |
| AVLV Avantis US Large Cap Value | Reduce -73.8% | 0.05% | −0.16 |
| FENI Fidelity Enhanced Intl ETF | Reduce -26.2% | 0.34% | −0.12 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -64.7% | 0.06% | −0.11 |
| MMM 3M Co. | Reduce -7.4% | 0.84% | −0.10 |
| GL Globe Life Inc. | Reduce -50.1% | 0.06% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.1% | 0.56% | −0.07 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.9% | 0.56% | −0.06 |
| AVUS Avantis U.S. Equity ETF | Reduce -3.7% | 0.70% | −0.05 |
| ULST SS Ultra Short TM Bond ETF | Sold out | 0.00% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.05 |
| XRAY Dentsply Sirona Inc. | Sold out | 0.00% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.6% | 0.42% | −0.05 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.05 |
| ROG Rogers Corp. | Sold out | 0.00% | −0.05 |
| NOW ServiceNow Inc. | Reduce -18.3% | 0.10% | −0.04 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −0.04 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.04 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.04 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.04 |
| NTRS Northern Trust Corp. | Reduce -26.1% | 0.09% | −0.04 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.04 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -10.2% | 0.17% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -11.7% | 0.16% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -28.0% | 0.43% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -28.4% | 0.06% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -21.3% | 0.08% | −0.03 |
| HOLX Hologic Inc. | Reduce -30.9% | 0.05% | −0.02 |
| WERN Werner Enterprises Inc. | Reduce -8.3% | 0.10% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -19.1% | 0.11% | −0.02 |
| SYK Stryker Corp. | Reduce -0.1% | 0.13% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -0.4% | 0.16% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -4.9% | 0.21% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.6% | 0.61% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.2% | 0.95% | −0.02 |
| QGEN Qiagen N.V. | Reduce -15.1% | 0.05% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -16.8% | 0.05% | −0.02 |
| KO The Coca-Cola Co. | Reduce -21.4% | 0.04% | −0.02 |
| KKR KKR & Co. Inc. | Reduce -5.5% | 0.04% | −0.02 |
| HSIC Henry Schein Inc. | Reduce -18.2% | 0.04% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +1.3% | 5.35% | +0.85 |
| TSLA Tesla Inc. | Add +2.3% | 3.22% | +0.63 |
| AAPL Apple Inc. | Add +1.6% | 5.03% | +0.57 |
| PANW Palo Alto Networks Inc. | Add +26.6% | 1.47% | +0.23 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 3.52% | +0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.3% | 1.21% | +0.18 |
| DFUS Dimensional US Eq MKT ETF | Add +53.9% | 0.54% | +0.18 |
| AVDE Avantis International Equity | Add +8.4% | 2.12% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.13% | +0.13 |
| ET Energy Transfer LP | New | 0.12% | +0.12 |
| FEMR Fidelity Enh Emr MRKT ETF | Add +176.3% | 0.17% | +0.11 |
| FESM Fidelity Enhanced Small Cap | Add +73.9% | 0.22% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.1% | 0.50% | +0.09 |
| AHL Aspen Insurance Holdings Class A | New | 0.08% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +21.5% | 0.64% | +0.07 |
| BYM BlackRock Muni Inc. QLTY | New | 0.07% | +0.07 |
| UNH Unitedhealth Group Inc. | New | 0.07% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.4% | 0.67% | +0.06 |
| AVGO Broadcom Inc. | Add +2.5% | 0.63% | +0.05 |
| IEX Idex Corp. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | New | 0.05% | +0.05 |
| FETH Fidelity Ethereum Fund | New | 0.05% | +0.05 |
| EPD Enterprise Products Partners | New | 0.05% | +0.05 |
| NAD Nuveen Quality Municipal Inc. | New | 0.05% | +0.05 |
| FELC Fidelity Enh LRG Cap Cor ETF | Add +10.8% | 0.58% | +0.04 |
| AVAV Aerovironment Inc. | New | 0.04% | +0.04 |
| DHI D.R. Horton Inc. | New | 0.04% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| KVUE Kenvue Inc. | New | 0.04% | +0.04 |
| CLX Clorox Company | Add +17.7% | 0.78% | +0.04 |
| MUB iShares National Muni Bond E | Add +16.2% | 0.41% | +0.04 |
| VT Vanguard Tot World STK ETF | New | 0.04% | +0.04 |
| VCIT Vanguard Int-Term Corporate | New | 0.04% | +0.04 |
| SCHM Schwab US Mid Cap ETF | New | 0.04% | +0.04 |
| ABT Abbott Laboratories | New | 0.04% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +22.4% | 0.25% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +23.2% | 0.21% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +3.4% | 2.01% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +3.7% | 4.54% | +0.03 |
| FSLR First Solar Inc. | Add +8.9% | 0.12% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +43.1% | 0.09% | +0.02 |
| NHYM Nuveen HY Municipal Bond ETF | Add +52.4% | 0.07% | +0.02 |
| LRCX Lam Research Corp. | Add +6.9% | 0.06% | +0.02 |
| KMB Kimberly-Clark Corp. | Add +25.4% | 0.19% | +0.02 |
| DFAI Dimensional International Co. | Add +31.4% | 0.09% | +0.02 |
| CFFN Capitol Federal Financial Inc. | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | Add +43.6% | 0.06% | +0.02 |
| DFEM Dimensional Emrg MRKT Core | Add +21.3% | 0.09% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +8.2% | 0.92% | +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 |