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CIK: 0001858782
Total reported value
$716.9M
$716.9M
214 檔
20.3%
According to the latest 13F quarterly dataset, Canvas Wealth Advisors, LLC managed an equity portfolio of $716.9M at the end of Q3 2025, spanning 214 distinct U.S. exchange-listed positions.
In Q3 2025, Canvas Wealth Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.86% | -0.30% | -0.30% | |
| 2 | CTOS | Custom Truck One Source Inc | Stock-Other | 5.63% | +2.02% | -0.29% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.35% | -0.02% | +1.25% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.03% | -0.24% | +1.55% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.54% | -0.08% | +3.74% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | -0.40% | +0.36% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.94% | -0.87% | -6.64% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.52% | -0.21% | +9.29% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.27% | +0.06% | +10.08% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 3.26% | -0.04% | +1.45% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 3.22% | -0.33% | +2.30% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 3.04% | +0.04% | -9.27% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.62% | -0.21% | +2.79% | |
| 14 | AVDE | Avantis International Equity | ETF-Other | 2.12% | -0.25% | +8.39% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.05% | -0.26% | +1.06% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | -0.19% | +3.42% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.81% | -0.16% | +3.22% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.76% | +1.50% | -1.29% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.47% | +0.81% | +26.60% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.32% | -0.08% | +3.63% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.10% | +23.28% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | -0.11% | -0.23% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.18% | +8.17% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.88% | +0.02% | +0.39% | |
| 25 | MMM | 3m Co | Stock-Industrials | 0.84% | -0.03% | -7.38% | |
| 26 | CLX | Clorox Company | Stock-Consumer Staples | 0.78% | +0.32% | +17.73% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.73% | -0.05% | +2.65% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.02% | +0.29% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.71% | -0.05% | -3.70% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.03% | +12.39% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | -0.18% | +21.51% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.01% | +2.47% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | -0.03% | -3.61% | |
| 34 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-Other | 0.58% | — | +10.76% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.09% | -0.95% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | -0.04% | -8.08% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | -0.07% | — | |
| 38 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.54% | -0.17% | +53.91% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.53% | -0.06% | -36.36% | |
| 40 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.52% | -0.02% | +0.46% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.02% | -0.13% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.52% | -0.14% | -15.47% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.08% | +2.52% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.10% | +3.10% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.46% | -0.29% | +5.66% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.43% | +0.05% | -28.03% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | -0.03% | -6.57% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.03% | +16.18% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.14% | +4.20% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source Inc | +1.2% | -0.29% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +1.25% | Add |
| 3 | NVDA | Nvidia CORP | +1.1% | +0.36% | Add |
| 4 | TSLA | Tesla Inc | +0.8% | +2.30% | Add |
| 5 | PLTR | Palantir Technologies Inc-a | +0.7% | -6.64% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.6% | +9.29% | Add |
| 7 | CLX | Clorox Company | +0.4% | +17.73% | Add |
| 8 | AMD | Advanced Micro Devices | +0.4% | -1.29% | Trim |
| 9 | DFUS | Dimensional US Eq Mkt ETF | +0.3% | +53.91% | Add |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | +0.3% | +21.51% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +2.47% | Add |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | +26.60% | Add |
| 13 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.2% | +10.76% | Add |
| 14 | FESM | Fidelity Enhanced Small Cap | +0.2% | +73.86% | Add |
| 15 | FBND | Fidelity Total Bond ETF | +0.1% | +5.66% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.10% | Add |
| 17 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +22.43% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.39% | Add |
| 19 | AVEM | Avantis Emerging Markets Eq | 0% | -3.61% | Add |
| 20 | MSFT | Microsoft CORP | 0% | -0.30% | Add |
| 21 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 22 | AMZN | Amazon.com Inc | — | +10.08% | Add |
| 23 | META | Meta Platforms Inc-class A | — | -0.95% | Add |
| 24 | VUG | Vanguard Growth ETF | 0% | +2.65% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +0.29% | Add |
| 26 | AVDE | Avantis International Equity | 0% | +8.39% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | -0.1% | +3.42% | Add |
| 28 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +0.39% | Trim |
| 29 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +3.74% | Add |
| 30 | AVUS | Avantis U.s. Equity ETF | -0.1% | -3.70% | Trim |
| 31 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | +2.79% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | -0.2% | +3.22% | Add |
| 33 | IUSV | Ishares Core S&p U.s. Value | -0.2% | +3.63% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +23.28% | Add |
| 35 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.23% | Add |
| 36 | HO1 | Hologic Inc | -0.2% | -30.86% | Trim |
| 37 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +1.06% | Add |
| 38 | AVLV | Avantis US Large Cap Value | -0.2% | -73.85% | Trim |
| 39 | ONEQ | Fidelity Nasdaq Comp Indx | -0.2% | -52.06% | Trim |
| 40 | AAPL | Apple Inc | -0.3% | +1.55% | Add |
| 41 | QGEN | Qiagen N.V. | -0.3% | -15.06% | Trim |
| 42 | IUSG | Ishares Core S&p U.s. Growth | -0.4% | -9.27% | Trim |
| 43 | AVUV | Avantis US Small Cap Value | -0.4% | -36.36% | Trim |
| 44 | UBER | Uber Technologies Inc | -0.4% | +1.45% | Trim |
| 45 | EL | Estee Lauder Companies-cl A | -0.7% | -39.14% | Trim |
| 46 | XRAY | Dentsply Sirona Inc | — | EXIT | Sold out |
| 47 | FEMR | Fidelity Enh Emr Mrkt ETF | — | NEW | New buy |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 49 | ET | Energy Transfer LP | — | NEW | New buy |
| 50 | GBIL | Goldman Sachs Access Treasur | — | EXIT | Sold out |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 214 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, CTOS, GOOGL) accounted for 20.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
FEMR
市值: $941.5K
Top Position Liquidated / Trimmed
XRAY
前期市值: $3.5M
During Q3 2025, Canvas Wealth Advisors, LLC's top holdings by market value included MSFT (5.9%)、CTOS (5.6%)、GOOGL (5.3%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q3 2025, Canvas Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 12 holdings, and fully liquidating 2 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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