Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Canvas Wealth Advisors, LLC

Investment Activity

Canvas Wealth Advisors, LLC has $587.97 million in total holdings as of March 31, 2026.
Canvas Wealth Advisors, LLC owns shares of 240 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
Approximately 10.68% of the portfolio was purchased this quarter.
About 5.85% of the portfolio was sold this quarter.
This quarter, Canvas Wealth Advisors, LLC has purchased 222 new stocks and bought additional shares in 100 stocks.
Canvas Wealth Advisors, LLC sold shares of 87 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Custom Truck One Source: $46,118,286
Alphabet: $33,661,223
Microsoft: $26,969,086
Apple: $26,779,844
iShares Core S&P Total U.S. Stock Market ETF: $26,381,476

Largest New Holdings this Quarter

025072158 - AMERICAN CENTY ETF TR: $6,780,972 Holding
72201R635 - PIMCO Municipal Income Opportunities Active Exchange-Traded Fund: $2,025,649 Holding
25434V831 - Dimensional US High Profitability ETF: $1,138,715 Holding
25434V815 - Dimensional US Small Cap Value ETF: $1,101,798 Holding
29445S100 - EQUIPMENTSHARE COM INC: $1,058,283 Holding

Largest Purchases this Quarter

AMERICAN CENTY ETF TR: 87,440 shares (about $6.78M)
Amazon.com: 22,392 shares (about $4.66M)
Dimensional U.S. Core Equity 2 ETF: 85,941 shares (about $3.34M)
Microsoft: 8,681 shares (about $3.21M)
JPMorgan Ultra-Short Municipal ETF: 43,933 shares (about $2.24M)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 14,499 shares (about $9.47M)
3M: 22,281 shares (about $3.24M)
Dimensional U.S. Equity ETF: 25,636 shares (about $1.82M)
First Busey: 45,000 shares (about $1.14M)
FIDELITY COVINGTON TRUST: 30,526 shares (about $1.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CTOS Custom Truck One Source	$46,118,286	$201,666 â–¼	-0.4%	7,019,526	7.8%	Auto/Tires/Trucks
GOOGL Alphabet	$33,661,223	$523,935 â–¼	-1.5%	117,058	5.7%	Computer and Technology
MSFT Microsoft	$26,969,086	$3,213,443 â–²	13.5%	72,856	4.6%	Computer and Technology
AAPL Apple	$26,779,844	$148,213 â–¼	-0.6%	105,520	4.6%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$26,381,476	$1,714,004 â–²	6.9%	185,224	4.5%	ETF
AMZN Amazon.com	$23,260,508	$4,663,598 â–²	25.1%	111,684	4.0%	Retail/Wholesale
NVDA NVIDIA	$21,232,683	$272,603 â–²	1.3%	121,740	3.6%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$17,742,049	$695,563 â–²	4.1%	121,288	3.0%	CL A
TSLA Tesla	$16,688,229	$668,035 â–²	4.2%	44,891	2.8%	Auto/Tires/Trucks
IUSG iShares Core S&P U.S. Growth ETF	$15,417,876	$241,350 â–¼	-1.5%	99,400	2.6%	Manufacturing
AVDE Avantis International Equity ETF	$15,073,302	$1,981,273 â–²	15.1%	177,667	2.6%	ETF
UBER Uber Technologies	$14,392,546	$736,779 â–²	5.4%	200,091	2.4%	Computer and Technology
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$14,196,731	$115,119 â–²	0.8%	113,456	2.4%	ETF
SCHD Schwab US Dividend Equity ETF	$11,934,923	$500,698 â–¼	-4.0%	389,013	2.0%	ETF
IJR iShares Core S&P Small-Cap ETF	$11,346,555	$263,165 â–¼	-2.3%	91,276	1.9%	ETF
AMD Advanced Micro Devices	$10,335,774	$417,841 â–¼	-3.9%	50,808	1.8%	Computer and Technology
VOO Vanguard S&P 500 ETF	$9,983,283	$51,389 â–²	0.5%	16,707	1.7%	ETF
IVV iShares Core S&P 500 ETF	$9,731,119	$9,471,135 â–¼	-49.3%	14,897	1.7%	ETF
PANW Palo Alto Networks	$8,906,906	$1,751,177 â–²	24.5%	55,557	1.5%	Computer and Technology
IUSV iShares Core S&P U.S. Value ETF	$7,835,566	$221,168 â–²	2.9%	76,631	1.3%	Manufacturing
BRK.B Berkshire Hathaway	$6,972,207	$257,325 â–²	3.8%	14,550	1.2%	Finance
AMERICAN CENTY ETF TR	$6,780,972	$6,780,972 â–²	New Holding	87,440	1.2%	AVANTIS US LARG
AGG iShares Core U.S. Aggregate Bond ETF	$5,761,010	$257,108 â–²	4.7%	58,034	1.0%	Finance
CRWD CrowdStrike	$5,507,514	$1,628,791 â–²	42.0%	14,107	0.9%	Computer and Technology
CLX Clorox	$5,496,181	$188,605 â–²	3.6%	53,037	0.9%	Consumer Staples
AVEM Avantis Emerging Markets Equity ETF	$4,708,261	$882,749 â–²	23.1%	58,430	0.8%	ETF
IEFA iShares Core MSCI EAFE ETF	$4,464,512	$998,189 â–¼	-18.3%	49,315	0.8%	ETF
JPM JPMorgan Chase & Co.	$4,261,738	$19,414 â–¼	-0.5%	14,488	0.7%	Finance
FBND Fidelity Total Bond ETF	$4,144,309	$1,155,508 â–²	38.7%	90,568	0.7%	ETF
BINC iShares Flexible Income Active ETF	$4,099,718	$888,470 â–¼	-17.8%	78,947	0.7%	ETF
VTI Vanguard Total Stock Market ETF	$3,831,118	$232,588 â–²	6.5%	11,942	0.7%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$3,826,544	$3,339,667 â–²	685.9%	98,470	0.7%	ETF
VUG Vanguard Growth ETF	$3,720,624	$192,627 â–²	5.5%	8,518	0.6%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$3,636,556	$2,239,704 â–²	160.3%	71,333	0.6%	ETF
DFUS Dimensional U.S. Equity ETF	$3,348,407	$1,817,830 â–¼	-35.2%	47,221	0.6%	ETF
WALMART INC	$3,236,765	$27,645 â–¼	-0.8%	25,992	0.6%	COM
META Meta Platforms	$3,232,360	$311,794 â–²	10.7%	5,650	0.5%	Computer and Technology
GOOG Alphabet	$3,226,438	$70,283 â–²	2.2%	11,247	0.5%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$3,190,866	$76,647 â–²	2.5%	41,381	0.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$3,168,832	$170,124 â–²	5.7%	28,685	0.5%	ETF
AVGO Broadcom	$3,139,690	$52,617 â–²	1.7%	10,144	0.5%	Computer and Technology
VB Vanguard Small-Cap ETF	$3,122,086	$12,310 â–²	0.4%	11,920	0.5%	ETF
MELI MercadoLibre	$3,096,675	$314,682 â–²	11.3%	1,791	0.5%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$2,930,922	$366,568 â–¼	-11.1%	57,912	0.5%	ETF
BRK.A Berkshire Hathaway	$2,872,560		0.0%	4	0.5%	Finance
HOOD Robinhood Markets	$2,828,087	$1,036,321 â–²	57.8%	40,809	0.5%	Finance
AVUS Avantis U.S. Equity ETF	$2,756,400	$1,106,029 â–¼	-28.6%	24,792	0.5%	ETF
ASML ASML	$2,301,806	$334,112 â–¼	-12.7%	1,743	0.4%	Computer and Technology
MUB iShares National Muni Bond ETF	$2,115,449	$66,556 â–¼	-3.1%	19,929	0.4%	ETF
COST Costco Wholesale	$2,067,757	$32,885 â–¼	-1.6%	2,075	0.4%	Retail/Wholesale
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$2,025,649	$2,025,649 â–²	New Holding	44,845	0.3%	ETF
IYW iShares U.S. Technology ETF	$1,941,557		0.0%	10,702	0.3%	Manufacturing
NOW ServiceNow	$1,855,867	$497,867 â–²	36.7%	17,751	0.3%	Computer and Technology
VTV Vanguard Value ETF	$1,802,183	$55,920 â–²	3.2%	9,185	0.3%	ETF
AVAV AeroVironment	$1,662,567	$710,934 â–²	74.7%	9,083	0.3%	Aerospace
NKE NIKE	$1,525,802	$640,672 â–¼	-29.6%	28,574	0.3%	Consumer Discretionary
KIMBERLY-CLARK CORP	$1,480,816	$788,428 â–²	113.9%	15,172	0.3%	COM
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$1,462,009	$93,631 â–²	6.8%	34,555	0.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$1,427,010	$16,323 â–²	1.2%	4,721	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$1,384,582		0.0%	6,480	0.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,380,437	$14,034 â–¼	-1.0%	21,542	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$1,370,081	$91,497 â–²	7.2%	4,043	0.2%	Computer and Technology
DFIC Dimensional International Core Equity 2 ETF	$1,363,428	$983,008 â–²	258.4%	38,374	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$1,333,294	$90,404 â–²	7.3%	2,050	0.2%	Finance
LLY Eli Lilly and Company	$1,318,981	$1,840 â–²	0.1%	1,434	0.2%	Medical
BOXX Alpha Architect 1-3 Month Box ETF	$1,272,213	$243,046 â–²	23.6%	10,940	0.2%	ETF
AVIV Avantis International Large Cap Value ETF	$1,253,999	$325,884 â–²	35.1%	16,758	0.2%	ETF
FIDELITY COVINGTON TRUST	$1,223,453	$35,796 â–²	3.0%	32,196	0.2%	ENHANCED SMALL
DUHP Dimensional US High Profitability ETF	$1,138,715	$1,138,715 â–²	New Holding	30,977	0.2%	ETF
VNQ Vanguard Real Estate ETF	$1,130,344	$185,301 â–²	19.6%	12,743	0.2%	ETF
DFSV Dimensional US Small Cap Value ETF	$1,101,798	$1,101,798 â–²	New Holding	31,444	0.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$1,086,308	$10,357 â–¼	-0.9%	9,754	0.2%	ETF
PWR Quanta Services	$1,080,471	$108,157 â–¼	-9.1%	1,968	0.2%	Construction
MCD McDonald's	$1,063,421	$36,670 â–¼	-3.3%	3,422	0.2%	Retail/Wholesale
EQUIPMENTSHARE COM INC	$1,058,283	$1,058,283 â–²	New Holding	51,953	0.2%	COM CL A
VV Vanguard Large-Cap ETF	$1,040,297	$803,010 â–²	338.4%	3,481	0.2%	ETF
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,036,880	$456,578 â–²	78.7%	30,011	0.2%	ETF
COWZ Pacer US Cash Cows 100 ETF	$1,029,800	$1,029,800 â–²	New Holding	16,461	0.2%	ETF
CWT California Water Service Group	$1,025,775	$20,856 â–¼	-2.0%	22,624	0.2%	Utilities
SHOPIFY INC	$980,157	$17,081 â–¼	-1.7%	8,263	0.2%	CL A SUB VTG SHS
MRTN Marten Transport	$966,559	$36,449 â–¼	-3.6%	73,615	0.2%	Transportation
PALMER SQUARE FUNDS TR	$943,522	$943,522 â–²	New Holding	46,161	0.2%	CLO SR DEBT ETF
JNJ Johnson & Johnson	$886,413	$59,893 â–¼	-6.3%	3,626	0.2%	Medical
MMM 3M	$862,870	$3,236,089 â–¼	-78.9%	5,941	0.1%	Multi-Sector Conglomerates
XOM ExxonMobil	$836,897	$35,627 â–²	4.4%	4,933	0.1%	Energy
MA Mastercard	$830,440	$21,486 â–²	2.7%	1,662	0.1%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$829,629	$8,636 â–¼	-1.0%	4,323	0.1%	ETF
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF	$775,960	$197,208 â–²	34.1%	31,289	0.1%	ETF
AVDV Avantis International Small Cap Value ETF	$769,056	$769,056 â–²	New Holding	7,701	0.1%	ETF
FBCG Fidelity Blue Chip Growth ETF	$754,011	$249,148 â–²	49.3%	15,044	0.1%	ETF
HD Home Depot	$746,330	$17,762 â–¼	-2.3%	2,269	0.1%	Retail/Wholesale
ET Energy Transfer	$746,107	$1,235 â–²	0.2%	38,658	0.1%	Energy
VBR Vanguard Small-Cap Value ETF	$745,945	$88,193 â–²	13.4%	3,434	0.1%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$743,633	$743,633 â–²	New Holding	14,740	0.1%	ETF
FIDELITY WISE ORIGIN BITCOIN	$738,672	$64,222 â–²	9.5%	12,514	0.1%	SHS
LAM RESEARCH CORP	$730,531	$186,965 â–²	34.4%	3,415	0.1%	COM NEW
IEMG iShares Core MSCI Emerging Markets ETF	$715,059	$489,493 â–¼	-40.6%	10,252	0.1%	ETF
VGT Vanguard Information Technology ETF	$711,731	$478,674 â–²	205.4%	1,020	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$686,037	$394,240 â–¼	-36.5%	10,159	0.1%	ETF
NFLX Netflix	$677,377	$73,939 â–²	12.3%	7,045	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Canvas Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Canvas Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCanvas Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools