Canvas Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Canvas Wealth Advisors, LLC held in its portfolio 218 assets valued at $588,888,656 (i.e. $588.89M).
The most valuable assets in the portfolio included: CUSTOM TRUCK ONE SOURCE INC ($40.61M), ALPHABET INC ($37.21M), and MICROSOFT CORP ($31.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 218 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Canvas Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CUSTOM TRUCK ONE SOURCE INC | 7050221 | 40609273 | COM CL A |
| ALPHABET INC | 118880 | 37209292 | CAP STK CL A |
| MICROSOFT CORP | 64175 | 31036338 | COM |
| APPLE INC | 106104 | 28845315 | COM |
| ISHARES TR | 173190 | 25751602 | CORE S&P TTL STK |
| NVIDIA CORPORATION | 120177 | 22413022 | COM |
| PALANTIR TECHNOLOGIES INC | 116533 | 20713741 | CL A |
| AMAZON COM INC | 89292 | 20610469 | COM |
| ISHARES TR | 29396 | 20134595 | CORE S&P500 ETF |
| TESLA INC | 43094 | 19380234 | COM |
| ISHARES TR | 100956 | 16954601 | CORE S&P US GWT |
| UBER TECHNOLOGIES INC | 189848 | 15512480 | COM |
| GOLDMAN SACHS ETF TR | 112536 | 14896438 | ACTIVEBETA US LG |
| AMERICAN CENTY ETF TR | 154314 | 12703137 | INTL EQT ETF |
| ADVANCED MICRO DEVICES INC | 52862 | 11320926 | COM |
| ISHARES TR | 93393 | 11223923 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 405333 | 11118284 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 16621 | 10423235 | S&P 500 ETF SHS |
| PALO ALTO NETWORKS INC | 44634 | 8221582 | COM |
| ISHARES TR | 74468 | 7635981 | CORE S&P US VLU |
| BERKSHIRE HATHAWAY INC DEL | 14013 | 7043474 | CL B NEW |
| ISHARES TR | 55444 | 5537758 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 72857 | 5403786 | US EQUITY MARKET |
| ISHARES TR | 60341 | 5398126 | CORE MSCI EAFE |
| CLOROX CO DEL | 51217 | 5164247 | COM |
| BLACKROCK ETF TRUST II | 96056 | 5068898 | ISHARES FLEXIBLE |
| JPMORGAN CHASE & CO. | 14554 | 4689533 | COM |
| CROWDSTRIKE HLDGS INC | 9935 | 4657131 | CL A |
| 3M CO | 28222 | 4518350 | COM |
| VANGUARD INDEX FDS | 8077 | 3940474 | GROWTH ETF |
| AMERICAN CENTY ETF TR | 34740 | 3883221 | US EQT ETF |
| VANGUARD INDEX FDS | 11217 | 3760655 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 47475 | 3656554 | AVANTIS EMGMKT |
| ALPHABET INC | 11002 | 3452489 | CAP STK CL C |
| BROADCOM INC | 9974 | 3451892 | COM |
| META PLATFORMS INC | 5105 | 3369439 | CL A |
| J P MORGAN EXCHANGE TRADED F | 65155 | 3307866 | ULTRA SHRT ETF |
| MERCADOLIBRE INC | 1609 | 3240944 | COM |
| VANGUARD INDEX FDS | 11873 | 3062607 | SMALL CP ETF |
| VANGUARD STAR FDS | 40387 | 3046809 | VG TL INTL STK F |
| FIDELITY MERRIMACK STR TR | 65316 | 3024588 | TOTAL BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| WALMART INC | 26214 | 2925637 | COM |
| ROBINHOOD MKTS INC | 25855 | 2924201 | COM CL A |
| AMERICAN CENTY ETF TR | 27145 | 2768284 | US SML CP VALU |
| NIKE INC | 40572 | 2600231 | CL B |
| ISHARES TR | 20556 | 2201776 | NATIONAL MUN ETF |
| ISHARES TR | 10702 | 2136975 | U.S. TECH ETF |
| ASML HOLDING N V | 1996 | 2135063 | N Y REGISTRY SHS |
| SPDR SERIES TRUST | 48561 | 2009641 | STATE STREET SPD |
| SERVICENOW INC | 12989 | 1989785 | COM |
| COSTCO WHSL CORP NEW | 2108 | 1817955 | COM |
| FIRST BUSEY CORP | 71539 | 1701913 | COM NEW |
| VANGUARD INDEX FDS | 8900 | 1699768 | VALUE ETF |
| FIDELITY COVINGTON TRUST | 46163 | 1688648 | ENHANCED INTL |
| ELI LILLY & CO | 1432 | 1538977 | COM |
| VANGUARD INDEX FDS | 4667 | 1409848 | SML CP GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 27400 | 1398691 | ULTRA SHT MUNCPL |
| ISHARES TR | 32342 | 1386480 | 0-5YR HI YL CP |
| ISHARES TR | 6480 | 1363003 | RUS 1000 VAL ETF |
| VANGUARD TAX-MANAGED FDS | 21761 | 1359434 | VAN FTSE DEV MKT |
| SHOPIFY INC | 8407 | 1353275 | CL A SUB VTG SHS |
| SPDR S&P 500 ETF TR | 1911 | 1303251 | TR UNIT |
| AEROVIRONMENT INC | 5199 | 1257586 | COM |
| FIDELITY COVINGTON TRUST | 31254 | 1180789 | ENHANCED SMALL |
| ISHARES INC | 17270 | 1160896 | CORE MSCI EMKT |
| TAIWAN SEMICONDUCTOR MFG LTD | 3773 | 1146536 | SPONSORED ADS |
| ISHARES TR | 9847 | 1121739 | EAFE GRWTH ETF |
| MCDONALDS CORP | 3540 | 1081827 | COM |
| ISHARES TR | 15997 | 1055802 | CORE S&P MCP ETF |
| EA SERIES TRUST | 8850 | 1018635 | ALPHA ARCH 1-3 |
| FIDELITY COMWLTH TR | 10970 | 1002621 | NASDAQ COMPSIT |
| CALIFORNIA WTR SVC GROUP | 23084 | 1000233 | COM |
| VANGUARD INDEX FDS | 10654 | 942798 | REAL ESTATE ETF |
| MASTERCARD INCORPORATED | 1619 | 924260 | CL A |
| QUANTA SVCS INC | 2165 | 913760 | COM |
| SCHWAB CHARLES CORP | 8946 | 893800 | COM |
| AMERICAN CENTY ETF TR | 12403 | 883435 | INTERNATIONAL LR |
| FIDELITY COVINGTON TRUST | 27026 | 879416 | ENHANCED EMRNGS |
| FIDELITY WISE ORIGIN BITCOIN | 11426 | 870966 | SHS |
| MARTEN TRANS LTD | 76391 | 869331 | COM |
| INVESCO EXCHANGE TRADED FD T | 4368 | 836741 | S&P500 EQL WGT |
| JOHNSON & JOHNSON | 3871 | 801166 | COM |
| HOME DEPOT INC | 2323 | 799261 | COM |
| ORACLE CORP | 4096 | 798423 | COM |
| BANK AMERICA CORP | 13315 | 732328 | COM |
| KIMBERLY-CLARK CORP | 7094 | 727252 | COM |
| JANUS DETROIT STR TR | 14300 | 723294 | HENDRSON AAA CL |
| SPDR INDEX SHS FDS | 15565 | 691242 | PORTFOLIO DEVLPD |
| KENVUE INC | 39980 | 689662 | COM |
| WERNER ENTERPRISES INC | 21614 | 648636 | COM |
| STRYKER CORPORATION | 1844 | 648119 | COM |
| SCHWAB STRATEGIC TR | 14348 | 645087 | FUNDAMENTAL INTL |
| VANGUARD INDEX FDS | 3028 | 641380 | SM CP VAL ETF |
| ENERGY TRANSFER L P | 38594 | 636418 | COM UT LTD PTN |
| GOLDMAN SACHS ETF TR | 11967 | 631839 | S&P 500 PREMIUM |
| SEA LTD | 4931 | 629048 | SPONSORD ADS |
| FIRST SOLAR INC | 2368 | 618593 | COM |
| VISA INC | 1746 | 612359 | COM CL A |
| VANGUARD SCOTTSDALE FDS | 6623 | 611303 | VNG RUS1000VAL |
| LAUDER ESTEE COS INC | 5806 | 608004 | CL A |
| VANECK ETF TRUST | 1676 | 603575 | SEMICONDUCTR ETF |
| ASPEN INSURANCE HOLDINGS LTD | 15963 | 592227 | ORD SHS CL A |
| NETFLIX INC | 6276 | 588438 | COM |
| CATERPILLAR INC | 1027 | 588337 | COM |
| SOLVENTUM CORP | 7365 | 583603 | COM SHS |
| VANGUARD BD INDEX FDS | 7348 | 579096 | SHORT TRM BOND |
| ISHARES TR | 5584 | 575878 | US CONSUM DISCRE |
| EXXON MOBIL CORP | 4723 | 568341 | COM |
| VANGUARD WORLD FD | 1363 | 562606 | MEGA GRWTH IND |
| DIMENSIONAL ETF TRUST | 16796 | 555612 | EMERGING MKTS CO |
| ISHARES TR | 4506 | 555410 | S&P 500 GRWT ETF |
| FIDELITY COVINGTON TRUST | 10073 | 552409 | BLUE CHIP GRWTH |
| MID-AMER APT CMNTYS INC | 3937 | 546889 | COM |
| CISCO SYS INC | 7064 | 544140 | COM |
| DIMENSIONAL ETF TRUST | 14092 | 537053 | INTL CORE EQT MK |
| H2O AMERICA | 10729 | 525636 | COM |
| J P MORGAN EXCHANGE TRADED F | 8991 | 518493 | EQUITY PREMIUM |
| ABBVIE INC | 2254 | 515016 | COM |
| ISHARES TR | 4545 | 500814 | IBOXX INV CP ETF |
| INTUIT | 756 | 500790 | COM |
| DIMENSIONAL ETF TRUST | 12529 | 496023 | US CORE EQUITY 2 |
| THERMO FISHER SCIENTIFIC INC | 778 | 450848 | COM |
| INTERNATIONAL BUSINESS MACHS | 1521 | 450599 | COM |
| LAM RESEARCH CORP | 2541 | 435623 | COM NEW |
| NORTHERN TR CORP | 2960 | 406951 | COM |
| QIAGEN NV | 9030 | 406062 | COM SHS |
| VANGUARD INDEX FDS | 1399 | 405894 | MID CAP ETF |
| BLACKROCK MUN INCOME QUALITY | 36696 | 401451 | COM |
| NUSHARES ETF TR | 16000 | 396800 | NUVEEN HIGH YIEL |
| GE AEROSPACE | 1288 | 396745 | COM NEW |
| PEPSICO INC | 2733 | 396172 | COM |
| CHEVRON CORP NEW | 2510 | 382549 | COM |
| DIMENSIONAL ETF TRUST | 11115 | 380244 | US LARGE CAP VAL |
| MORGAN STANLEY | 2128 | 377784 | COM NEW |
| DIMENSIONAL ETF TRUST | 10707 | 368963 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 5209 | 362892 | US SMALL CAP ETF |
| NEXTERA ENERGY INC | 4487 | 360216 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 1387 | 355210 | COM |
| INVESCO QQQ TR | 569 | 349542 | UNIT SER 1 |
| PROCTER AND GAMBLE CO | 2436 | 349125 | COM |
| EATON CORP PLC | 1086 | 345917 | SHS |
| COCA COLA CO | 4943 | 345565 | COM |
| APTARGROUP INC | 2805 | 342122 | COM |
| AMERICAN CENTY ETF TR | 3949 | 339270 | AVANTIS ALL EQT |
| GLOBE LIFE INC | 2418 | 338131 | COM |
| EXCHANGE LISTED FDS TR | 12425 | 331642 | LONG POND REAL E |
| OREILLY AUTOMOTIVE INC | 3557 | 324434 | COM |
| SELECT SECTOR SPDR TR | 2232 | 321341 | STATE STREET TEC |
| VANGUARD WORLD FD | 1115 | 320953 | HEALTH CAR ETF |
| S&P GLOBAL INC | 608 | 317735 | COM |
| MICRON TECHNOLOGY INC | 1107 | 315949 | COM |
| AMERICAN CENTY ETF TR | 4164 | 315516 | US LARGE CAP VLU |
| RTX CORPORATION | 1709 | 313431 | COM |
| VANGUARD SPECIALIZED FUNDS | 1424 | 312967 | DIV APP ETF |
| FIDELITY COVINGTON TRUST | 8052 | 307360 | ENHANCED LARGE |
| HOLOGIC INC | 4125 | 307271 | COM |
| AMERICAN EXPRESS CO | 825 | 305209 | COM |
| T-MOBILE US INC | 1477 | 299890 | COM |
| NU HLDGS LTD | 17848 | 298776 | ORD SHS CL A |
| MERCK & CO INC | 2809 | 295675 | COM |
| TJX COS INC NEW | 1924 | 295554 | COM |
| ARISTA NETWORKS INC | 2243 | 293900 | COM SHS |
| BECTON DICKINSON & CO | 1500 | 291104 | COM |
| PROSPERITY BANCSHARES INC | 4150 | 289297 | COM |
| WELLS FARGO CO NEW | 3090 | 287988 | COM |
| VERIZON COMMUNICATIONS INC | 6949 | 283015 | COM |
| TRAVELERS COMPANIES INC | 965 | 279908 | COM |
| ISHARES TR | 1135 | 279392 | RUSSELL 2000 ETF |
| AMPHENOL CORP NEW | 2060 | 278902 | CL A |
| APOLLO GLOBAL MGMT INC | 1910 | 276492 | COM |
| SALESFORCE INC | 1019 | 269943 | COM |
| UNITEDHEALTH GROUP INC | 816 | 269399 | COM |
| FIRST TR EXCHANGE-TRADED FD | 7020 | 265847 | NO AMER ENERGY |
| ENTERPRISE PRODS PARTNERS L | 8290 | 265785 | COM |
| PFIZER INC | 10582 | 263484 | COM |
| NUVEEN QUALITY MUNCP INCOME | 21874 | 262925 | COM |
| VANGUARD INTL EQUITY INDEX F | 4847 | 260575 | FTSE EMR MKT ETF |
| ISHARES TR | 1215 | 257665 | S&P 500 VAL ETF |
| PNC FINL SVCS GROUP INC | 1220 | 254651 | COM |
| BLACKROCK INC | 237 | 253671 | COM |
| INTUITIVE SURGICAL INC | 445 | 252030 | COM NEW |
| VANGUARD WORLD FD | 334 | 251824 | INF TECH ETF |
| CARDINAL HEALTH INC | 1220 | 250741 | COM |
| TRANSDIGM GROUP INC | 188 | 250012 | COM |
| VANGUARD INDEX FDS | 794 | 249951 | LARGE CAP ETF |
| MARTIN MARIETTA MATLS INC | 401 | 249781 | COM |
| SELECT SECTOR SPDR TR | 3185 | 247411 | STATE STREET CON |
| DIMENSIONAL ETF TRUST | 7543 | 246892 | WORLD EX US CORE |
| SCHWAB STRATEGIC TR | 10136 | 243674 | INTL EQTY ETF |
| PHILIP MORRIS INTL INC | 1516 | 243166 | COM |
| HENRY SCHEIN INC | 3202 | 242007 | COM |
| HILTON WORLDWIDE HLDGS INC | 839 | 241003 | COM |
| ALTRIA GROUP INC | 4133 | 238309 | COM |
| APPLIED MATLS INC | 924 | 237459 | COM |
| KKR & CO INC | 1860 | 237113 | COM |
| LINDSAY CORP | 1971 | 232341 | COM |
| ISHARES TR | 2415 | 231912 | MSCI EAFE ETF |
| GOLDMAN SACHS ETF TR | 4300 | 227341 | NASDAQ-100 PREMI |
| BLACKSTONE INC | 1468 | 226278 | COM |
| EVEREST GROUP LTD | 663 | 225029 | COM |
| MARRIOTT INTL INC NEW | 700 | 217256 | CL A |
| BROOKFIELD CORP | 4680 | 214765 | CL A LTD VT SH |
| DIAGEO PLC | 2459 | 212138 | SPON ADR NEW |
| CHUBB LIMITED | 677 | 211959 | COM |
| DEERE & CO | 441 | 205316 | COM |
| AMERICAN ELEC PWR CO INC | 1779 | 205136 | COM |
| PROLOGIS INC. | 1588 | 202724 | COM |
| ISHARES BITCOIN TRUST ETF | 4065 | 201827 | SHS BEN INT |
| D R HORTON INC | 1400 | 201620 | COM |
| SCHWAB STRATEGIC TR | 6693 | 201259 | US MID-CAP ETF |
| VANGUARD SCOTTSDALE FDS | 2400 | 201000 | INT-TERM CORP |
| J P MORGAN EXCHANGE TRADED F | 2730 | 200109 | BETABUILDERS EUR |
| NGL ENERGY PARTNERS LP | 20000 | 200000 | COM UNIT REPST |
| FORD MTR CO | 12441 | 163222 | COM |
| TORTOISE CAPITAL SERIES TRUS | 13908 | 127358 | ENERGY FD |
| CAPITOL FED FINL INC | 16873 | 114906 | COM |
| SELECTQUOTE INC | 15000 | 21150 | COM |
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