Canvas Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Canvas Wealth Advisors, LLC reported 222 stock positions worth $588.9 million. Its top holding was Custom Truck One Source (CTOS) at 6.9% of the portfolio, followed by Alphabet Class A (GOOGL, 6.3%) and Microsoft (MSFT, 5.3%). Compared with Q3 2025, it opened 18 new positions, sold out of 10, added to 93 and reduced 89. The biggest buy was Custom Truck One Source (CTOS, shares +49%) and the biggest sale Fidelity Enh LRG Cap Cor ETF (FELC, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $588.9M (Q4 2025)
- SEC Filing
- 0001858782-26-000002 ↗ filed Jan 12, 2026
Holdings Value
Holdings 222 stocks · $588.9M
| CTOS Custom Truck One Source Inc. | 6.90% | 7,050,221 | $40.6M | Add +48.5% |
| GOOGL Alphabet Inc. Class A | 6.32% | 118,880 | $37.2M | Reduce -0.9% |
| MSFT Microsoft Corp. | 5.27% | 64,175 | $31.0M | Add +2.9% |
| AAPL Apple Inc. | 4.90% | 106,104 | $28.8M | Reduce -1.0% |
| ITOT iShares Core S&P Total U.S. | 4.37% | 173,190 | $25.8M | Add +1.6% |
| NVDA Nvidia Corp. | 3.81% | 120,177 | $22.4M | Reduce -1.8% |
| PLTR Palantir Technologies Inc. Class A | 3.52% | 116,533 | $20.7M | Reduce -7.0% |
| AMZN Amazon.com Inc. | 3.50% | 89,292 | $20.6M | Add +9.2% |
| IVV iShares Core S&P 500 ETF | 3.42% | 29,396 | $20.1M | Add +2.2% |
| TSLA Tesla Inc. | 3.29% | 43,094 | $19.4M | Add +4.7% |
| IUSG iShares Core S&P U.S. Growth | 2.88% | 100,956 | $17.0M | Reduce -0.3% |
| UBER Uber Technologies Inc. | 2.63% | 189,848 | $15.5M | Add +2.3% |
| GSLC Goldman Activebeta US LC ETF | 2.53% | 112,536 | $14.9M | Add +2.0% |
| AVDE Avantis International Equity | 2.16% | 154,314 | $12.7M | Add +6.1% |
| AMD Advanced Micro Devices | 1.92% | 52,862 | $11.3M | Reduce -10.2% |
| IJR iShares Core S&P Small-Cap E | 1.91% | 93,393 | $11.2M | Add +1.3% |
| SCHD Schwab US DVD Equity ETF | 1.89% | 405,333 | $11.1M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 1.77% | 16,621 | $10.4M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 1.40% | 44,634 | $8.2M | Add +14.0% |
| IUSV iShares Core S&P U.S. Value | 1.30% | 74,468 | $7.6M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 14,013 | $7.0M | Add +4.9% |
| AGG iShares Core U.S. Aggregate | 0.94% | 55,444 | $5.5M | Add +9.3% |
| DFUS Dimensional US Eq MKT ETF | 0.92% | 72,857 | $5.4M | Add +79.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.92% | 60,341 | $5.4M | Add +2.6% |
| CLX Clorox Company | 0.88% | 51,217 | $5.2M | Add +47.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.86% | 96,056 | $5.1M | Add +44.9% |
| JPM JPMorgan Chase & Co. | 0.80% | 14,554 | $4.7M | Add +14.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.79% | 9,935 | $4.7M | Add +1.1% |
| MMM 3M Co. | 0.77% | 28,222 | $4.5M | Reduce -3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.67% | 8,077 | $3.9M | Reduce -3.2% |
| AVUS Avantis U.S. Equity ETF | 0.66% | 34,740 | $3.9M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 11,217 | $3.8M | Add +0.7% |
| AVEM Avantis Emerging Markets Eq | 0.62% | 47,475 | $3.7M | Add +8.5% |
| GOOG Alphabet Inc. Class C | 0.59% | 11,002 | $3.5M | Reduce -0.8% |
| AVGO Broadcom Inc. | 0.59% | 9,974 | $3.5M | Reduce -2.8% |
| META Meta Platforms Inc. Class A | 0.57% | 5,105 | $3.4M | Add +17.2% |
| JPST JPMorgan Ultra-Short Income | 0.56% | 65,155 | $3.3M | Add +18.1% |
| MELI MercadoLibre Inc. | 0.55% | 1,609 | $3.2M | Add +22.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.52% | 11,873 | $3.1M | Reduce -0.2% |
| VXUS Vanguard Total Intl Stock | 0.52% | 40,387 | $3.0M | Add +5.6% |
| FBND Fidelity Total Bond ETF | 0.51% | 65,316 | $3.0M | Add +20.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 4 | $3.0M | No change |
| WMT Walmart Inc. | 0.50% | 26,214 | $2.9M | Add +19.8% |
| HOOD Robinhood Markets Inc. Class A | 0.50% | 25,855 | $2.9M | Add +1495.0% |
| AVUV Avantis US Small Cap Value | 0.47% | 27,145 | $2.8M | Reduce -6.3% |
| NKE Nike Inc. Class B | 0.44% | 40,572 | $2.6M | Add +2.7% |
| MUB iShares National Muni Bond E | 0.37% | 20,556 | $2.2M | Reduce -2.7% |
| IYW iShares Ustechnology ETF | 0.36% | 10,702 | $2.1M | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.36% | 1,996 | $2.1M | Reduce -12.1% |
| NOW ServiceNow Inc. | 0.34% | 12,989 | $2.0M | Add +319.0% |
| COST Costco Wholesale Corp. | 0.31% | 2,108 | $1.8M | Add +19.4% |
| BUSE First Busey Corp. | 0.29% | 71,539 | $1.7M | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 8,900 | $1.7M | Reduce -27.8% |
| FENI Fidelity Enhanced Intl ETF | 0.29% | 46,163 | $1.7M | Reduce -10.9% |
| LLY Eli Lilly & Co. | 0.26% | 1,432 | $1.5M | Add +3.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 4,667 | $1.4M | Add +2.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 27,400 | $1.4M | Add +86.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.24% | 32,342 | $1.4M | Reduce -2.4% |
| IWD iShares Russell 1000 Value E | 0.23% | 6,480 | $1.4M | Add +13.6% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 21,761 | $1.4M | Reduce -1.7% |
| SHOP Shopify Inc. Class A | 0.23% | 8,407 | $1.4M | Add +1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 1,911 | $1.3M | Add +5.9% |
| AVAV Aerovironment Inc. | 0.21% | 5,199 | $1.3M | Add +706.0% |
| FESM Fidelity Enhanced Small Cap | 0.20% | 31,254 | $1.2M | Reduce -4.2% |
| IEMG iShares Core MSCI Emerging | 0.20% | 17,270 | $1.2M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.19% | 3,773 | $1.1M | Add +3.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.19% | 9,847 | $1.1M | Add +2.7% |
| MCD McDonald's Corp. | 0.18% | 3,540 | $1.1M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 15,997 | $1.1M | Add +57.3% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.17% | 8,850 | $1.0M | Add +9.3% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.17% | 10,970 | $1.0M | Add +8.1% |
| CWT California Water Service Grp | 0.17% | 23,084 | $1.0M | Add +11.8% |
| VNQ Vanguard Real Estate ETF | 0.16% | 10,654 | $943K | New |
| MA Mastercard Inc. Class A | 0.16% | 1,619 | $924K | Reduce -3.7% |
| PWR Quanta Services Inc. | 0.16% | 2,165 | $914K | Reduce -6.8% |
| SCHW Schwab (charles) Corp. | 0.15% | 8,946 | $894K | Reduce -1.4% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.15% | 12,403 | $883K | Reduce -0.6% |
| FEMR Fidelity Enh Emr MRKT ETF | 0.15% | 27,026 | $879K | Reduce -9.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.15% | 11,426 | $871K | Reduce -9.2% |
| MRTN Marten Transport Ltd. | 0.15% | 76,391 | $869K | Add +23.1% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 4,368 | $837K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.14% | 3,871 | $801K | Reduce -4.8% |
| HD Home Depot Inc. | 0.14% | 2,323 | $799K | Reduce -9.5% |
| ORCL Oracle Corp. | 0.14% | 4,096 | $798K | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 13,315 | $732K | Reduce -3.9% |
| KMB Kimberly-Clark Corp. | 0.12% | 7,094 | $727K | Reduce -17.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.12% | 14,300 | $723K | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.12% | 14,803 | $710K | Reduce -5.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.12% | 15,565 | $691K | No change |
| KVUE Kenvue Inc. | 0.12% | 39,980 | $690K | Add +190.1% |
| WERN Werner Enterprises Inc. | 0.11% | 21,614 | $649K | Add +8.8% |
| SYK Stryker Corp. | 0.11% | 1,844 | $648K | Reduce -1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 3,028 | $641K | Reduce -28.2% |
| ET Energy Transfer LP | 0.11% | 38,594 | $636K | No change |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.11% | 11,967 | $632K | Add +6.3% |
| SE Sea Ltd.-ADR | 0.11% | 4,931 | $629K | Reduce -3.8% |
| FSLR First Solar Inc. | 0.10% | 2,368 | $619K | Reduce -17.2% |
| V Visa Inc. Class A | 0.10% | 1,746 | $612K | Reduce -7.6% |
| VONV Vanguard Russell 1000 Value | 0.10% | 6,623 | $611K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.10% | 5,806 | $608K | Reduce -51.8% |
Portfolio Sells Q3 2025 → Q4 2025
| FELC Fidelity Enh LRG Cap Cor ETF | Reduce -90.5% | 0.05% | −0.52 |
| PLTR Palantir Technologies Inc. Class A | Reduce -7.0% | 3.52% | −0.43 |
| NVDA Nvidia Corp. | Reduce -1.8% | 3.81% | −0.37 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.3% | 2.88% | −0.16 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 1.89% | −0.16 |
| AAPL Apple Inc. | Reduce -1.0% | 4.90% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -27.8% | 0.29% | −0.13 |
| NFLX Netflix Inc. | Reduce -37.9% | 0.10% | −0.11 |
| INFA Informatica Inc. Class A | Sold out | 0.00% | −0.11 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -9.2% | 0.15% | −0.10 |
| EL Estee Lauder Companies Class A | Reduce -51.8% | 0.10% | −0.09 |
| WAT Waters Corp. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -2.2% | 0.14% | −0.08 |
| MMM 3M Co. | Reduce -3.3% | 0.77% | −0.08 |
| KMB Kimberly-Clark Corp. | Reduce -17.7% | 0.12% | −0.07 |
| SE Sea Ltd.-ADR | Reduce -3.8% | 0.11% | −0.07 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -12.1% | 0.36% | −0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.2% | 0.67% | −0.06 |
| AVUV Avantis US Small Cap Value | Reduce -6.3% | 0.47% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -28.2% | 0.11% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.05 |
| FENI Fidelity Enhanced Intl ETF | Reduce -10.9% | 0.29% | −0.05 |
| IEX Idex Corp. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -9.5% | 0.14% | −0.05 |
| FETH Fidelity Ethereum Fund | Sold out | 0.00% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Reduce -2.1% | 0.66% | −0.05 |
| AVGO Broadcom Inc. | Reduce -2.8% | 0.59% | −0.05 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.2% | 0.52% | −0.04 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Reduce -39.5% | 0.04% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -2.7% | 0.37% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -31.0% | 0.08% | −0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -2.4% | 0.24% | −0.02 |
| PWR Quanta Services Inc. | Reduce -6.8% | 0.16% | −0.02 |
| NTRS Northern Trust Corp. | Reduce -22.0% | 0.07% | −0.02 |
| FEMR Fidelity Enh Emr MRKT ETF | Reduce -9.4% | 0.15% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.16% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -18.6% | 0.05% | −0.02 |
| FESM Fidelity Enhanced Small Cap | Reduce -4.2% | 0.20% | −0.02 |
| ABBV Abbvie Inc. | Reduce -9.3% | 0.09% | −0.02 |
| CVX Chevron Corp. | Reduce -14.9% | 0.07% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -36.6% | 0.04% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.8% | 0.12% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -14.1% | 0.05% | −0.02 |
| V Visa Inc. Class A | Reduce -7.6% | 0.10% | −0.02 |
| MO Altria Group Inc. | Reduce -12.2% | 0.04% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| CTOS Custom Truck One Source Inc. | Add +48.5% | 6.90% | +1.27 |
| HOOD Robinhood Markets Inc. Class A | Add +1495.0% | 0.50% | +0.45 |
| DFUS Dimensional US Eq MKT ETF | Add +79.7% | 0.92% | +0.38 |
| BUSE First Busey Corp. | New | 0.29% | +0.29 |
| NOW ServiceNow Inc. | Add +319.0% | 0.34% | +0.23 |
| AMZN Amazon.com Inc. | Add +9.2% | 3.50% | +0.23 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +44.9% | 0.86% | +0.22 |
| AVAV Aerovironment Inc. | Add +706.0% | 0.21% | +0.17 |
| VNQ Vanguard Real Estate ETF | New | 0.16% | +0.16 |
| JMST JPM Ultra-Short Muni Income | Add +86.1% | 0.24% | +0.10 |
| CLX Clorox Company | Add +47.2% | 0.88% | +0.10 |
| WMT Walmart Inc. | Add +19.8% | 0.50% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +14.6% | 0.80% | +0.08 |
| KVUE Kenvue Inc. | Add +190.1% | 0.12% | +0.08 |
| TSLA Tesla Inc. | Add +4.7% | 3.29% | +0.07 |
| ATR Aptargroup Inc. | New | 0.06% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +57.3% | 0.18% | +0.06 |
| LPRE Long Pond Real Estat Sel ETF | New | 0.06% | +0.06 |
| FBND Fidelity Total Bond ETF | Add +20.3% | 0.51% | +0.06 |
| XLK SS Technology Select Sector | New | 0.05% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +18.1% | 0.56% | +0.05 |
| LLY Eli Lilly & Co. | Add +3.8% | 0.26% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| APO Apollo Global Management Inc. | New | 0.05% | +0.05 |
| ISRG Intuitive Surgical Inc. | New | 0.04% | +0.04 |
| CAH Cardinal Health Inc. | New | 0.04% | +0.04 |
| XLP SS Consumer Staples Sel Sect | New | 0.04% | +0.04 |
| AVDE Avantis International Equity | Add +6.1% | 2.16% | +0.04 |
| MAA Mid-America Apartment Comm | Add +84.6% | 0.09% | +0.04 |
| LNN Lindsay Corp. | New | 0.04% | +0.04 |
| EG Everest Group Ltd. | New | 0.04% | +0.04 |
| MAR Marriott International Class A | New | 0.04% | +0.04 |
| CB Chubb Ltd. | New | 0.04% | +0.04 |
| AEP American Electric Power | New | 0.03% | +0.03 |
| PLD Prologis Inc. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| BBEU JPMorgan Betabuilders Europe | New | 0.03% | +0.03 |
| MELI MercadoLibre Inc. | Add +22.0% | 0.55% | +0.03 |
| MRTN Marten Transport Ltd. | Add +23.1% | 0.15% | +0.03 |
| QGEN Qiagen N.V. | Add +67.8% | 0.07% | +0.02 |
| AHL Aspen Insurance Holdings Class A | Add +36.8% | 0.10% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +49.7% | 0.07% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +13.6% | 0.23% | +0.02 |
| KO The Coca-Cola Co. | Add +45.2% | 0.06% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +9.3% | 0.94% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +8.5% | 0.62% | +0.02 |
| COST Costco Wholesale Corp. | Add +19.4% | 0.31% | +0.01 |
| WERN Werner Enterprises Inc. | Add +8.8% | 0.11% | +0.01 |
| PG The Procter & Gamble Co. | Add +35.8% | 0.06% | +0.01 |
| LRCX Lam Research Corp. | Add +4.2% | 0.07% | +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 |