Canvas Wealth Advisors, LLC — Q2 2025 13F Holdings

Name: Canvas Wealth Advisors, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001858782

Total reported value

$716.9M

← Back to latest quarter

Full holdings list this quarter

Showing top 200 holdings (of 207 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	6.32%	-0.30%	+0.83%
2	CTOS	Custom Truck One Source INC	Stock-Other	5.59%	+2.02%	+6.54%
3	ITOT	Ishares Core S&p Total U.s.	ETF-Other	4.51%	-0.08%	+4.36%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.50%	-0.02%	+8.67%
5	AAPL	Apple INC	Stock-Tech	4.46%	-0.24%	+1.81%
6	NVDA	Nvidia CORP	Stock-Tech	4.25%	-0.40%	+1.29%
7	PLTR	Palantir Technologies Inc-a	Stock-Tech	4.18%	-0.87%	+0.70%
8	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	3.43%	+0.04%	+2.23%
9	AMZN	Amazon.com INC	Stock-Consumer Disc	3.41%	+0.06%	+1.16%
10	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.32%	—	+21.14%
11	UBER	Uber Technologies INC	Stock-Industrials	3.27%	-0.04%	-5.11%
12	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	2.64%	-0.21%	+4.37%
13	TSLA	Tesla INC	Stock-Consumer Disc	2.58%	-0.33%	+3.12%
14	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.18%	-0.26%	+17.62%
15	AMD	Advanced Micro Devices	Stock-Tech	2.04%	+1.50%	-4.03%
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.98%	-0.19%	+7.15%
17	AVDE	Avantis International Equity	ETF-Other	1.97%	-0.25%	+7.28%
18	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.81%	-0.16%	-1.71%
19	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.33%	-0.08%	+1.84%
20	PANW	Palo Alto Networks INC	Stock-Tech	1.25%	+0.81%	+3.33%
21	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.03%	-0.10%	+3.43%
22	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.97%	—	+1.54%
23	MMM	3m Co	Stock-Industrials	0.95%	—	-7.42%
24	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.91%	+0.02%	-2.82%
25	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.91%	—	+2.85%
26	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.86%	—	+0.69%
27	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.76%	—	+0.86%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.74%	-0.02%	+2.89%
29	CLX	Clorox Company	Stock-Consumer Staples	0.74%	+0.32%	+190.51%
30	VUG	Vanguard Growth ETF	ETF-Other	0.73%	—	-1.12%
31	NKE	Nike INC -cl B	Stock-Consumer Disc	0.73%	—	-4.91%
32	VB	Vanguard Small-cap ETF	ETF-Other	0.63%	—	+0.57%
33	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.63%	-0.03%	+20.54%
34	META	Meta Platforms Inc-class A	Stock-Comm Services	0.62%	—	+1.01%
35	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.61%	—	+9.35%
36	MELI	Mercadolibre INC	Stock-Consumer Disc	0.61%	—	-0.08%
37	AVGO	Broadcom INC	Stock-Tech	0.58%	+0.01%	+6.55%
38	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.57%	—	—
39	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.57%	—	+88.06%
40	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.54%	—	+1.07%
41	FELC	Fidelity Enh Lrg Cap Cor ETF	ETF-Other	0.53%	—	+42.35%
42	VXUS	Vanguard Total Intl Stock	ETF-Other	0.53%	—	+7.26%
43	VTV	Vanguard Value ETF	ETF-Other	0.47%	—	-5.43%
44	FBND	Fidelity Total Bond ETF	ETF-Other	0.46%	-0.29%	+81.43%
45	FENI	Fidelity Enhanced Intl ETF	ETF-Other	0.46%	—	+35.51%
46	ASML	ASML Holding N.V.	Stock-Tech	0.45%	+0.05%	-1.50%
47	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.41%	—	+5.05%
48	WMT	Walmart INC	Stock-Consumer Staples	0.40%	—	+18.59%
49	IYW	Ishares Ustechnology ETF	ETF-Tech	0.38%	+0.05%	—
50	MUB	Ishares National Muni Bond E	ETF-Other	0.37%	—	+3.34%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Canvas Wealth Advisors, LLC for the quarter ending Q2 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+1.2%	+1.29%	Add
2	CTOS	Custom Truck One Source INC	+1.2%	+6.54%	Add
3	PLTR	Palantir Technologies Inc-a	+1%	+0.70%	Add
4	AMD	Advanced Micro Devices	+0.7%	-4.03%	Trim
5	MSFT	Microsoft CORP	+0.5%	+0.83%	Add
6	IVV	Ishares Core S&p 500 ETF	+0.4%	+21.14%	Add
7	CLX	Clorox Company	+0.4%	+190.51%	Add
8	GOOGL	Alphabet Inc-cl A	+0.3%	+8.67%	Add
9	TSLA	Tesla INC	+0.2%	+3.12%	Add
10	BINC	Ishares Flex I A Etf-usd INC	+0.2%	+88.06%	Add
11	AVGO	Broadcom INC	+0.2%	+6.55%	Add
12	AMZN	Amazon.com INC	+0.1%	+1.16%	Add
13	FBND	Fidelity Total Bond ETF	+0.1%	+81.43%	Add
14	FELC	Fidelity Enh Lrg Cap Cor ETF	+0.1%	+42.35%	Add
15	INFA1EUR	Informatica INC - Class A	+0.1%	NEW	New buy
16	DFUS	Dimensional US Eq Mkt ETF	+0.1%	+47.22%	Add
17	BDX	Becton Dickinson And Co	+0.1%	NEW	New buy
18	TMO	Thermo Fisher Scientific INC	+0.1%	+170.16%	Add
19	META	Meta Platforms Inc-class A	+0.1%	+1.01%	Add
20	AVEM	Avantis Emerging Markets Eq	+0.1%	+20.54%	Add
21	FENI	Fidelity Enhanced Intl ETF	+0.1%	+35.51%	Add
22	IUSG	Ishares Core S&p U.s. Growth	0%	+2.23%	Add
23	IYW	Ishares Ustechnology ETF	0%	—	Unchanged
24	NKE	Nike INC -cl B	0%	-4.91%	Trim
25	VTI	Vanguard Total Stock Mkt ETF	0%	+9.35%	Add
26	GOOG	Alphabet Inc-cl C	0%	+5.05%	Add
27	JPM	Jpmorgan Chase & Co	—	+2.89%	Add
28	PANW	Palo Alto Networks INC	0%	+3.33%	Add
29	VUG	Vanguard Growth ETF	0%	-1.12%	Trim
30	CRWD	Crowdstrike Holdings INC - A	0%	-2.82%	Trim
31	VXUS	Vanguard Total Intl Stock	0%	+7.26%	Add
32	AVUS	Avantis U.s. Equity ETF	-0.1%	+0.86%	Add
33	VB	Vanguard Small-cap ETF	-0.1%	+0.57%	Add
34	SCHD	Schwab US Dvd Equity ETF	-0.1%	+17.62%	Add
35	AVUV	Avantis US Small Cap Value	-0.1%	+0.69%	Add
36	IJR	Ishares Core S&p Small-cap E	-0.1%	+7.15%	Add
37	GSLC	Goldman Activebeta US Lc ETF	-0.1%	+4.37%	Add
38	ITOT	Ishares Core S&p Total U.s.	-0.1%	+4.36%	Add
39	HSIC	Henry Schein INC	-0.1%	-65.13%	Trim
40	VOO	Vanguard S&p 500 ETF	-0.2%	-1.71%	Trim
41	HO1	Hologic INC	-0.2%	-66.99%	Trim
42	JMST	JPM Ultra-short Muni Income	-0.2%	-44.04%	Trim
43	IEFA	Ishares Core Msci Eafe ETF	-0.2%	+1.54%	Add
44	IUSV	Ishares Core S&p U.s. Value	-0.2%	+1.84%	Add
45	AVDE	Avantis International Equity	-0.2%	+7.28%	Add
46	QGEN	Qiagen N.V.	-0.3%	-80.59%	Trim
47	UBER	Uber Technologies INC	-0.4%	-5.11%	Trim
48	EL	Estee Lauder Companies-cl A	-0.5%	-66.25%	Trim
49	XRAY	Dentsply Sirona INC	-0.9%	-94.16%	Trim
50	AAPL	Apple INC	-0.9%	+1.81%	Add