Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Canvas Wealth Advisors, LLCInvestment ActivityCanvas Wealth Advisors, LLC has $507.10 million in total holdings as of June 30, 2025.Canvas Wealth Advisors, LLC owns shares of 207 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.27% of the portfolio was purchased this quarter.About 3.86% of the portfolio was sold this quarter.This quarter, Canvas Wealth Advisors, LLC has purchased 180 new stocks and bought additional shares in 96 stocks.Canvas Wealth Advisors, LLC sold shares of 63 stocks and completely divested from 6 stocks this quarter.Largest Holdings Microsoft $32,045,244Custom Truck One Source $28,326,064iShares Core S&P Total U.S. Stock Market ETF $22,878,300Alphabet $22,818,517Apple $22,598,780 Largest New Holdings this Quarter 45674M101 - INFORMATICA INC $629,989 Holding075887109 - Becton, Dickinson and Company $470,404 Holding941848103 - Waters $382,183 Holding369604301 - GE Aerospace $328,793 Holding31609A800 - FIDELITY COVINGTON TRUST $309,118 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 4,593 shares (about $2.94M)Clorox 19,377 shares (about $2.47M)Alphabet 9,452 shares (about $1.82M)Custom Truck One Source 292,341 shares (about $1.74M)Schwab US Dividend Equity ETF 60,865 shares (about $1.66M) Largest Sales this Quarter DENTSPLY SIRONA 252,388 shares (about $4.06M)Estee Lauder Companies 38,836 shares (about $3.59M)QIAGEN NV 26,302 shares (about $1.34M)Uber Technologies 9,862 shares (about $893.50K)Hologic 10,824 shares (about $711.03K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCanvas Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$32,045,244$263,426 ▲0.8%62,5276.3%Computer and TechnologyCTOSCustom Truck One Source$28,326,064$1,739,429 ▲6.5%4,760,6835.6%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$22,878,300$955,044 ▲4.4%164,2614.5%ETFGOOGLAlphabet$22,818,517$1,820,259 ▲8.7%118,4894.5%Computer and TechnologyAAPLApple$22,598,780$401,558 ▲1.8%105,5774.5%Computer and TechnologyNVDANVIDIA$21,549,889$275,376 ▲1.3%121,9234.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$21,184,654$147,934 ▲0.7%134,1824.2%CL AIUSGiShares Core S&P U.S. Growth ETF$17,417,154$379,275 ▲2.2%111,5913.4%ManufacturingAMZNAmazon.com$17,298,715$199,036 ▲1.2%74,3103.4%Retail/WholesaleIVViShares Core S&P 500 ETF$16,842,875$2,939,184 ▲21.1%26,3203.3%ETFUBERUber Technologies$16,575,451$893,497 ▼-5.1%182,9523.3%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$13,412,367$561,864 ▲4.4%107,3252.6%ETFTSLATesla$13,106,544$396,241 ▲3.1%40,2552.6%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$11,048,697$1,655,528 ▲17.6%406,2022.2%ETFAMDAdvanced Micro Devices$10,361,250$434,845 ▼-4.0%59,6642.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$10,059,203$670,824 ▲7.1%89,1772.0%ETFAVDEAvantis International Equity ETF$9,978,803$677,510 ▲7.3%134,1782.0%ETFVOOVanguard S&P 500 ETF$9,172,375$159,830 ▼-1.7%15,6671.8%ETFIUSViShares Core S&P U.S. Value ETF$6,739,953$121,981 ▲1.8%69,6201.3%ManufacturingPANWPalo Alto Networks$6,322,936$203,682 ▲3.3%30,9191.2%Computer and TechnologyBRK.BBerkshire Hathaway$5,217,620$172,925 ▲3.4%10,8321.0%FinanceIEFAiShares Core MSCI EAFE ETF$4,916,597$74,652 ▲1.5%58,9451.0%ETFMMM3M$4,792,790$383,928 ▼-7.4%31,5210.9%Multi-Sector ConglomeratesCRWDCrowdStrike$4,624,059$134,099 ▼-2.8%9,7930.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$4,609,019$127,914 ▲2.9%46,8780.9%FinanceAVUVAvantis U.S. Small Cap Value ETF$4,340,275$29,635 ▲0.7%45,5480.9%ETFAVUSAvantis U.S. Equity ETF$3,839,180$32,599 ▲0.9%36,8620.8%ETFJPMJPMorgan Chase & Co.$3,775,575$106,186 ▲2.9%12,6580.7%FinanceCLXClorox$3,759,633$2,465,494 ▲190.5%29,5480.7%Consumer StaplesVUGVanguard Growth ETF$3,704,969$41,946 ▼-1.1%8,1260.7%ETFNKENIKE$3,704,808$191,286 ▼-4.9%46,7540.7%Consumer DiscretionaryVBVanguard Small-Cap ETF$3,180,526$17,936 ▲0.6%12,9450.6%ETFAVEMAvantis Emerging Markets Equity ETF$3,173,122$540,750 ▲20.5%45,3890.6%ETFMETAMeta Platforms$3,157,013$31,577 ▲1.0%4,3990.6%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,109,679$265,935 ▲9.4%9,9160.6%ETFMELIMercadoLibre$3,091,278$2,354 ▼-0.1%1,3130.6%Retail/WholesaleAVGOBroadcom$2,947,795$181,294 ▲6.6%10,0160.6%Computer and TechnologyBRK.ABerkshire Hathaway$2,888,8000.0%40.6%FinanceBINCiShares Flexible Income Active ETF$2,876,651$1,346,980 ▲88.1%54,5440.6%ETFJPSTJPMorgan Ultra-Short Income ETF$2,724,867$28,809 ▲1.1%53,8190.5%ETFFIDELITY COVINGTON TRUST$2,699,450$803,137 ▲42.4%76,5800.5%ENHANCED LARGEVXUSVanguard Total International Stock ETF$2,664,315$180,395 ▲7.3%38,2970.5%ETFVTVVanguard Value ETF$2,370,717$136,240 ▼-5.4%13,1900.5%ETFFBNDFidelity Total Bond ETF$2,341,556$1,050,932 ▲81.4%51,3950.5%ETFFIDELITY COVINGTON TRUST$2,336,279$612,183 ▲35.5%70,1590.5%ENHANCED INTLASMLASML$2,302,683$35,044 ▼-1.5%3,1540.5%Computer and TechnologyGOOGAlphabet$2,081,357$99,996 ▲5.0%10,7610.4%Computer and TechnologyWMTWalmart$2,049,908$321,332 ▲18.6%21,0010.4%Retail/WholesaleIYWiShares U.S. Technology ETF$1,940,1660.0%10,7020.4%ManufacturingMUBiShares National Muni Bond ETF$1,884,676$60,933 ▲3.3%18,1870.4%ETFELEstee Lauder Companies$1,830,467$3,593,026 ▼-66.2%19,7850.4%Consumer StaplesDFUSDimensional U.S. Equity ETF$1,821,411$584,229 ▲47.2%26,3440.4%ETFONEQFidelity NASDAQ Composite Index ETF$1,764,384$247,852 ▼-12.3%21,1710.3%ETFCOSTCostco Wholesale$1,502,944$86,870 ▲6.1%1,6090.3%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,420,121$192,303 ▲15.7%32,9880.3%ETFVEAVanguard FTSE Developed Markets ETF$1,266,059$800 ▲0.1%22,1490.2%ETFVBKVanguard Small-Cap Growth ETF$1,246,457$116,569 ▲10.3%4,3520.2%ETFLLYEli Lilly and Company$1,172,594$22,628 ▼-1.9%1,4510.2%MedicalSHOPShopify$1,164,138$7,864 ▼-0.7%9,1780.2%Computer and TechnologyNFLXNetflix$1,151,108$190,285 ▲19.8%9800.2%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,148,498$72,617 ▼-5.9%1,8030.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$1,088,877$21,360 ▲2.0%17,8420.2%ETFORCLOracle$1,066,433$372,323 ▼-25.9%4,3050.2%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$1,059,560$182,725 ▲20.8%10,2810.2%SHSAVLVAvantis U.S. Large Cap Value ETF$1,058,638$200,748 ▼-15.9%15,0610.2%ETFMCDMcDonald's$1,056,443$286,026 ▲37.1%3,5310.2%Retail/WholesaleEFGiShares MSCI EAFE Growth ETF$1,026,430$89,643 ▲9.6%9,3090.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$1,018,718$338,970 ▲49.9%9,0160.2%ETFHDHome Depot$969,599$2,264 ▲0.2%2,5700.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$966,586$151,213 ▲18.5%4,7750.2%ETFPWRQuanta Services$950,461$80,338 ▼-7.8%2,3070.2%ConstructionMAMastercard$946,760$21,595 ▲2.3%1,6660.2%Business ServicesSESEA$935,828$48,383 ▼-4.9%5,8220.2%Computer and TechnologyIWDiShares Russell 1000 Value ETF$917,666$266,579 ▲40.9%4,6300.2%ETFSCHWCharles Schwab$891,279$5,189 ▲0.6%9,1030.2%FinanceTSMTaiwan Semiconductor Manufacturing$888,675$53,160 ▲6.4%3,6610.2%Computer and TechnologyKMBKimberly-Clark$872,391$297,224 ▲51.7%6,8770.2%Consumer StaplesCWTCalifornia Water Service Group$866,725$29,074 ▲3.5%19,5560.2%UtilitiesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$855,512$336,958 ▲65.0%15,1980.2%ETFRSPInvesco S&P 500 Equal Weight ETF$842,024$209,386 ▼-19.9%4,5120.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$751,001$14,673 ▲2.0%15,6620.1%FinanceSYKStryker$748,8990.0%1,8690.1%MedicalNOWServiceNow$748,184$253,338 ▲51.2%7590.1%Computer and TechnologyMRTNMarten Transport$744,982$59,344 ▼-7.4%57,8850.1%TransportationAVIVAvantis International Large Cap Value ETF$726,749$313,924 ▲76.0%11,5220.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$689,700$542,894 ▼-44.0%13,5350.1%ETFVVisa$687,143$138,282 ▼-16.8%1,9330.1%Business ServicesGLGlobe Life$682,359$187,830 ▼-21.6%5,0860.1%FinanceTMOThermo Fisher Scientific$676,057$425,809 ▲170.2%1,3940.1%MedicalNTRSNorthern Trust$666,610$609,242 ▼-47.8%5,1360.1%FinanceBACBank of America$662,441$6,608 ▼-1.0%13,7350.1%FinanceJNJJohnson & Johnson$661,439$118,025 ▲21.7%3,9790.1%MedicalIJHiShares Core S&P Mid-Cap ETF$659,642$9,313 ▲1.4%10,2700.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$632,406$106,694 ▲20.3%15,5650.1%ETFINFORMATICA INC$629,989$629,989 ▲New Holding25,6510.1%COM CL AFIDELITY COVINGTON TRUST$622,381$325,902 ▲109.9%18,7630.1%ENHANCED SMALLWERNWerner Enterprises$619,778$144,566 ▼-18.9%21,6630.1%TransportationBSVVanguard Short-Term Bond ETF$590,3580.0%7,5320.1%ETFINTUIntuit$589,463$19,968 ▲3.5%7380.1%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$576,3330.0%6,6230.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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