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CIK: 0001858782
Total reported value
$716.9M
$716.9M
180 檔
13.3%
As reported in its official Q1 2025 Form 13F filing, Canvas Wealth Advisors, LLC's tracked investment portfolio stood at $716.9M with 180 total positions.
In Q1 2025, Canvas Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.84% | -0.30% | +7.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.32% | -0.24% | +1.55% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.65% | -0.08% | +11.83% | |
| 4 | CTOS | Custom Truck One Source Inc | Stock-Other | 4.41% | +2.02% | +8.76% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.24% | -0.02% | +22.29% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 3.69% | -0.04% | +11.28% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.39% | +0.04% | -0.53% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | +0.06% | +14.03% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.22% | -0.87% | -4.85% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.40% | +52.23% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.95% | -0.21% | +11.24% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.75% | -0.21% | +3.66% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.39% | -0.33% | +42.67% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.26% | -0.26% | -12.39% | |
| 15 | AVDE | Avantis International Equity | ETF-Other | 2.16% | -0.25% | +0.45% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.07% | -0.19% | -6.26% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | -0.16% | +33.32% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.51% | -0.08% | +2.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | -0.10% | +3.16% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.38% | +1.50% | -8.14% | |
| 21 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.26% | +0.81% | +46.52% | |
| 22 | MMM | 3m Co | Stock-Industrials | 1.19% | -0.03% | -33.26% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | -0.11% | -8.16% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.18% | -1.67% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.02% | +7.44% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.94% | -0.06% | +3.77% | |
| 27 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | 0.90% | — | -17.86% | |
| 28 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.84% | -0.04% | EXIT | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.81% | -0.05% | -11.08% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.80% | -0.07% | — | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.02% | +2.18% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.74% | -0.05% | +7.24% | |
| 33 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.72% | -0.14% | +121.66% | |
| 34 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.72% | -0.02% | +7.88% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.08% | -20.48% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.69% | -0.04% | +341.58% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | -0.03% | +63.24% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.03% | +26.01% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | -0.03% | +7.97% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.57% | -0.02% | -27.30% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.09% | +8.52% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.53% | +0.05% | +5.61% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.03% | +21.94% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.14% | +0.86% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.01% | +15.13% | |
| 46 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.41% | — | +99.71% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | -0.10% | +23.38% | |
| 48 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.40% | -0.01% | +37.91% | |
| 49 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.40% | — | +79.53% | |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.39% | -0.18% | +10.97% |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 180 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, ITOT) accounted for 13.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $22.7M
During Q1 2025, Canvas Wealth Advisors, LLC's top holdings by market value included MSFT (5.8%)、AAPL (5.3%)、ITOT (4.7%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2025, Canvas Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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