Canvas Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Canvas Wealth Advisors, LLC reported 240 stock positions worth $588.0 million. Its top holding was Custom Truck One Source (CTOS) at 7.8% of the portfolio, followed by Alphabet Class A (GOOGL, 5.7%) and Microsoft (MSFT, 4.6%). Compared with Q4 2025, it opened 37 new positions, sold out of 19, added to 101 and reduced 87. The biggest buy was a new position in Avantis US LG Cap Eq ETF (AVLC) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SHAWNEE, KS
- CIK
- 0001858782
- Portfolio Value
- $588.0M (Q1 2026)
- SEC Filing
- 0001858782-26-000004 ↗ filed Apr 28, 2026
Holdings Value
Holdings 240 stocks · $588.0M
| CTOS Custom Truck One Source Inc. | 7.84% | 7,019,526 | $46.1M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 5.72% | 117,058 | $33.7M | Reduce -1.5% |
| MSFT Microsoft Corp. | 4.59% | 72,856 | $27.0M | Add +13.5% |
| AAPL Apple Inc. | 4.55% | 105,520 | $26.8M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 4.49% | 185,224 | $26.4M | Add +7.0% |
| AMZN Amazon.com Inc. | 3.96% | 111,684 | $23.3M | Add +25.1% |
| NVDA Nvidia Corp. | 3.61% | 121,740 | $21.2M | Add +1.3% |
| PLTR Palantir Technologies Inc. Class A | 3.02% | 121,288 | $17.7M | Add +4.1% |
| TSLA Tesla Inc. | 2.84% | 44,891 | $16.7M | Add +4.2% |
| IUSG iShares Core S&P U.S. Growth | 2.62% | 99,400 | $15.4M | Reduce -1.5% |
| AVDE Avantis International Equity | 2.56% | 177,667 | $15.1M | Add +15.1% |
| UBER Uber Technologies Inc. | 2.45% | 200,091 | $14.4M | Add +5.4% |
| GSLC Goldman Activebeta US LC ETF | 2.41% | 113,456 | $14.2M | Add +0.8% |
| SCHD Schwab US DVD Equity ETF | 2.03% | 389,013 | $11.9M | Reduce -4.0% |
| IJR iShares Core S&P Small-Cap E | 1.93% | 91,276 | $11.3M | Reduce -2.3% |
| AMD Advanced Micro Devices | 1.76% | 50,808 | $10.3M | Reduce -3.9% |
| VOO Vanguard S&P 500 ETF | 1.70% | 16,707 | $10.0M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 1.66% | 14,897 | $9.7M | Reduce -49.3% |
| PANW Palo Alto Networks Inc. | 1.51% | 55,557 | $8.9M | Add +24.5% |
| IUSV iShares Core S&P U.S. Value | 1.33% | 76,631 | $7.8M | Add +2.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.19% | 14,550 | $7.0M | Add +3.8% |
| AVLC Avantis US LG Cap Eq ETF | 1.15% | 87,440 | $6.8M | New |
| AGG iShares Core U.S. Aggregate | 0.98% | 58,034 | $5.8M | Add +4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.94% | 14,107 | $5.5M | Add +42.0% |
| CLX Clorox Company | 0.93% | 53,037 | $5.5M | Add +3.5% |
| AVEM Avantis Emerging Markets Eq | 0.80% | 58,430 | $4.7M | Add +23.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.76% | 49,315 | $4.5M | Reduce -18.3% |
| JPM JPMorgan Chase & Co. | 0.72% | 14,488 | $4.3M | Reduce -0.5% |
| FBND Fidelity Total Bond ETF | 0.70% | 90,568 | $4.1M | Add +38.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.70% | 78,947 | $4.1M | Reduce -17.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 11,942 | $3.8M | Add +6.5% |
| DFAC Dimensional US Core Equity 2 | 0.65% | 98,470 | $3.8M | Add +685.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.63% | 8,518 | $3.7M | Add +5.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 71,333 | $3.6M | Add +160.3% |
| DFUS Dimensional US Eq MKT ETF | 0.57% | 47,221 | $3.3M | Reduce -35.2% |
| WMT Walmart Inc. | 0.55% | 25,992 | $3.2M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.55% | 5,650 | $3.2M | Add +10.7% |
| GOOG Alphabet Inc. Class C | 0.55% | 11,247 | $3.2M | Add +2.2% |
| VXUS Vanguard Total Intl Stock | 0.54% | 41,381 | $3.2M | Add +2.5% |
| AVUV Avantis US Small Cap Value | 0.54% | 28,685 | $3.2M | Add +5.7% |
| AVGO Broadcom Inc. | 0.53% | 10,144 | $3.1M | Add +1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 11,920 | $3.1M | Add +0.4% |
| MELI MercadoLibre Inc. | 0.53% | 1,791 | $3.1M | Add +11.3% |
| JPST JPMorgan Ultra-Short Income | 0.50% | 57,912 | $2.9M | Reduce -11.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 4 | $2.9M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.48% | 40,809 | $2.8M | Add +57.8% |
| AVUS Avantis U.S. Equity ETF | 0.47% | 24,792 | $2.8M | Reduce -28.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.39% | 1,743 | $2.3M | Reduce -12.7% |
| MUB iShares National Muni Bond E | 0.36% | 19,929 | $2.1M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 0.35% | 2,075 | $2.1M | Reduce -1.6% |
| MINO PIMCO Municipal Income Oppor | 0.34% | 44,845 | $2.0M | New |
| IYW iShares Ustechnology ETF | 0.33% | 10,702 | $1.9M | No change |
| NOW ServiceNow Inc. | 0.32% | 17,751 | $1.9M | Add +36.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 9,185 | $1.8M | Add +3.2% |
| AVAV Aerovironment Inc. | 0.28% | 9,083 | $1.7M | Add +74.7% |
| NKE Nike Inc. Class B | 0.26% | 28,574 | $1.5M | Reduce -29.6% |
| KMB Kimberly-Clark Corp. | 0.25% | 15,172 | $1.5M | Add +113.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 34,555 | $1.5M | Add +6.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.24% | 4,721 | $1.4M | Add +1.2% |
| IWD iShares Russell 1000 Value E | 0.24% | 6,480 | $1.4M | No change |
| VEA Vanguard Ftse Developed ETF | 0.23% | 21,542 | $1.4M | Reduce -1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 4,043 | $1.4M | Add +7.2% |
| DFIC Dimensional International Co. | 0.23% | 38,374 | $1.4M | Add +258.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 2,050 | $1.3M | Add +7.3% |
| LLY Eli Lilly & Co. | 0.22% | 1,434 | $1.3M | Add +0.1% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.22% | 10,940 | $1.3M | Add +23.6% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.21% | 16,758 | $1.3M | Add +35.1% |
| FESM Fidelity Enhanced Small Cap | 0.21% | 32,196 | $1.2M | Add +3.0% |
| DUHP Dimensional US High Profi Et | 0.19% | 30,977 | $1.1M | New |
| VNQ Vanguard Real Estate ETF | 0.19% | 12,743 | $1.1M | Add +19.6% |
| DFSV Dimensional US Small Cap Val | 0.19% | 31,444 | $1.1M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.18% | 9,754 | $1.1M | Reduce -0.9% |
| PWR Quanta Services Inc. | 0.18% | 1,968 | $1.1M | Reduce -9.1% |
| MCD McDonald's Corp. | 0.18% | 3,422 | $1.1M | Reduce -3.3% |
| EQPT Equipmentshare.com Inc. Class A | 0.18% | 51,953 | $1.1M | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.18% | 3,481 | $1.0M | Add +338.4% |
| DFEM Dimensional Emrg MRKT Core | 0.18% | 30,011 | $1.0M | Add +78.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.18% | 16,461 | $1.0M | New |
| CWT California Water Service Grp | 0.17% | 22,624 | $1.0M | Reduce -2.0% |
| SHOP Shopify Inc. Class A | 0.17% | 8,263 | $980K | Reduce -1.7% |
| MRTN Marten Transport Ltd. | 0.16% | 73,615 | $967K | Reduce -3.6% |
| PSQA PLMR SQ Senior Debt ETF | 0.16% | 46,161 | $944K | New |
| JNJ Johnson & Johnson | 0.15% | 3,626 | $886K | Reduce -6.3% |
| MMM 3M Co. | 0.15% | 5,941 | $863K | Reduce -79.0% |
| XOM Exxon Mobil Corp. | 0.14% | 4,933 | $837K | Add +4.5% |
| MA Mastercard Inc. Class A | 0.14% | 1,662 | $830K | Add +2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.14% | 4,323 | $830K | Reduce -1.0% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.13% | 31,289 | $776K | Add +34.1% |
| AVDV Avantis Intl S/C Value ETF | 0.13% | 7,701 | $769K | New |
| FBCG Fidelity Blue Chip Grow ETF | 0.13% | 15,044 | $754K | Add +49.4% |
| HD Home Depot Inc. | 0.13% | 2,269 | $746K | Reduce -2.3% |
| ET Energy Transfer LP | 0.13% | 38,658 | $746K | Add +0.2% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 3,434 | $746K | Add +13.4% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.13% | 14,740 | $744K | New |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 12,514 | $739K | Add +9.5% |
| LRCX Lam Research Corp. | 0.12% | 3,415 | $731K | Add +34.4% |
| IEMG iShares Core MSCI Emerging | 0.12% | 10,252 | $715K | Reduce -40.6% |
| VGT Vanguard Info Tech ETF | 0.12% | 1,020 | $712K | Add +205.4% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 10,159 | $686K | Reduce -36.5% |
| NFLX Netflix Inc. | 0.12% | 7,045 | $677K | Add +12.3% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -49.3% | 1.66% | −1.76 |
| MMM 3M Co. | Reduce -79.0% | 0.15% | −0.62 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 5.72% | −0.59 |
| DFUS Dimensional US Eq MKT ETF | Reduce -35.2% | 0.57% | −0.35 |
| AAPL Apple Inc. | Reduce -0.6% | 4.55% | −0.34 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.5% | 2.62% | −0.26 |
| AVUS Avantis U.S. Equity ETF | Reduce -28.6% | 0.47% | −0.19 |
| FENI Fidelity Enhanced Intl ETF | Reduce -66.1% | 0.10% | −0.19 |
| NKE Nike Inc. Class B | Reduce -29.6% | 0.26% | −0.18 |
| BUSE First Busey Corp. | Reduce -62.9% | 0.11% | −0.17 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.17 |
| AMD Advanced Micro Devices | Reduce -3.9% | 1.76% | −0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -17.8% | 0.70% | −0.16 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -18.3% | 0.76% | −0.16 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.12 |
| FEMR Fidelity Enh Emr MRKT ETF | Reduce -71.1% | 0.05% | −0.10 |
| AHL Aspen Insurance Holdings Class A | Sold out | 0.00% | −0.10 |
| HTO H2O America | Sold out | 0.00% | −0.09 |
| IEMG iShares Core MSCI Emerging | Reduce -40.6% | 0.12% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.72% | −0.07 |
| BYM BlackRock Muni Inc. QLTY | Sold out | 0.00% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -11.1% | 0.50% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -1.7% | 0.17% | −0.06 |
| EL Estee Lauder Companies Class A | Reduce -43.3% | 0.04% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -36.5% | 0.12% | −0.06 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.06 |
| FSLR First Solar Inc. | Reduce -39.8% | 0.05% | −0.06 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -29.5% | 0.10% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.05 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.04 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.04 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Sold out | 0.00% | −0.04 |
| SE Sea Ltd.-ADR | Reduce -1.4% | 0.07% | −0.04 |
| KVUE Kenvue Inc. | Reduce -31.9% | 0.08% | −0.04 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -2.7% | 0.10% | −0.04 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.03 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.03 |
| BBEU JPMorgan Betabuilders Europe | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -7.2% | 0.10% | −0.02 |
| ATR Aptargroup Inc. | Reduce -34.8% | 0.04% | −0.02 |
| MAA Mid-America Apartment Comm | Reduce -8.1% | 0.08% | −0.02 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Reduce -11.2% | 0.09% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -3.5% | 0.06% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -12.6% | 0.11% | −0.02 |
| WERN Werner Enterprises Inc. | Reduce -11.8% | 0.10% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVLC Avantis US LG Cap Eq ETF | New | 1.15% | +1.15 |
| DFAC Dimensional US Core Equity 2 | Add +685.9% | 0.65% | +0.57 |
| AMZN Amazon.com Inc. | Add +25.1% | 3.96% | +0.46 |
| AVDE Avantis International Equity | Add +15.1% | 2.56% | +0.41 |
| JMST JPM Ultra-Short Muni Income | Add +160.3% | 0.62% | +0.38 |
| MINO PIMCO Municipal Income Oppor | New | 0.34% | +0.34 |
| DUHP Dimensional US High Profi Et | New | 0.19% | +0.19 |
| FBND Fidelity Total Bond ETF | Add +38.7% | 0.70% | +0.19 |
| DFSV Dimensional US Small Cap Val | New | 0.19% | +0.19 |
| EQPT Equipmentshare.com Inc. Class A | New | 0.18% | +0.18 |
| AVEM Avantis Emerging Markets Eq | Add +23.1% | 0.80% | +0.18 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.18% | +0.18 |
| DFIC Dimensional International Co. | Add +258.4% | 0.23% | +0.17 |
| PSQA PLMR SQ Senior Debt ETF | New | 0.16% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +42.0% | 0.94% | +0.15 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +338.4% | 0.18% | +0.13 |
| AVDV Avantis Intl S/C Value ETF | New | 0.13% | +0.13 |
| KMB Kimberly-Clark Corp. | Add +113.9% | 0.25% | +0.13 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 0.13% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +24.5% | 1.51% | +0.12 |
| ITOT iShares Core S&P Total U.S. | Add +7.0% | 4.49% | +0.11 |
| MASI Masimo Corp. | New | 0.10% | +0.10 |
| AVMC Avantis US Mid Cap Eq ETF | New | 0.10% | +0.10 |
| MDY State Street SPDR S&P Midcap | New | 0.09% | +0.09 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.08% | +0.08 |
| DFEM Dimensional Emrg MRKT Core | Add +78.7% | 0.18% | +0.08 |
| VGT Vanguard Info Tech ETF | Add +205.4% | 0.12% | +0.08 |
| MHD BlackRock Muniholdings Fund | New | 0.08% | +0.08 |
| SCHB Schwab US Broad Market ETF | New | 0.08% | +0.08 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.08% | +0.08 |
| AVAV Aerovironment Inc. | Add +74.7% | 0.28% | +0.07 |
| AVUV Avantis US Small Cap Value | Add +5.7% | 0.54% | +0.07 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +35.1% | 0.21% | +0.06 |
| CVGW Calavo Growers Inc. | New | 0.06% | +0.06 |
| DISV Dimensional International SM | New | 0.06% | +0.06 |
| CLX Clorox Company | Add +3.5% | 0.93% | +0.06 |
| SCHX Schwab US Large-Cap ETF | New | 0.06% | +0.06 |
| DFEV Dimensional Emrg MRKT Val | New | 0.06% | +0.06 |
| DIHP Dimensional International Hi | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | Add +34.4% | 0.12% | +0.05 |
| XOM Exxon Mobil Corp. | Add +4.5% | 0.14% | +0.05 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| WDC Western Digital Corp. | New | 0.04% | +0.04 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +23.6% | 0.22% | +0.04 |
| T AT&T Inc. | New | 0.04% | +0.04 |
| STX Seagate Technology Holdings | New | 0.04% | +0.04 |
| PEP Pepsico Inc. | Add +50.1% | 0.11% | +0.04 |
| LIN Linde PLC | New | 0.04% | +0.04 |
| PSX Phillips 66 | New | 0.04% | +0.04 |
| DGX Quest Diagnostics 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 |