Canvas Wealth Advisors, LLC — Q4 2025 13F Holdings

Name: Canvas Wealth Advisors, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001858782

Total reported value

$716.9M

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Full holdings list this quarter

Showing top 200 holdings (of 222 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CTOS	Custom Truck One Source INC	Stock-Other	6.90%	+2.02%	+48.53%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	6.32%	-0.02%	-0.91%
3	MSFT	Microsoft CORP	Stock-Tech	5.27%	-0.30%	+2.94%
4	AAPL	Apple INC	Stock-Tech	4.90%	-0.24%	-1.03%
5	ITOT	Ishares Core S&p Total U.s.	ETF-Other	4.37%	-0.08%	+1.64%
6	NVDA	Nvidia CORP	Stock-Tech	3.81%	-0.40%	-1.79%
7	PLTR	Palantir Technologies Inc-a	Stock-Tech	3.52%	-0.87%	-6.97%
8	AMZN	Amazon.com INC	Stock-Consumer Disc	3.50%	+0.06%	+9.16%
9	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.42%	—	+2.20%
10	TSLA	Tesla INC	Stock-Consumer Disc	3.29%	-0.33%	+4.65%
11	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	2.88%	+0.04%	-0.29%
12	UBER	Uber Technologies INC	Stock-Industrials	2.63%	-0.04%	+2.29%
13	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	2.53%	-0.21%	+2.01%
14	AVDE	Avantis International Equity	ETF-Other	2.16%	-0.25%	+6.10%
15	AMD	Advanced Micro Devices	Stock-Tech	1.92%	+1.50%	-10.24%
16	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.91%	-0.19%	+1.26%
17	SCHD	Schwab US Dvd Equity ETF	ETF-Other	1.89%	-0.26%	-1.26%
18	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.77%	-0.16%	+2.78%
19	PANW	Palo Alto Networks INC	Stock-Tech	1.40%	+0.81%	+14.03%
20	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.30%	-0.08%	+3.22%
21	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.20%	-0.10%	+4.93%
22	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.94%	—	+9.34%
23	DFUS	Dimensional US Eq Mkt ETF	ETF-Other	0.92%	—	+79.69%
24	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.92%	—	+2.60%
25	CLX	Clorox Company	Stock-Consumer Staples	0.88%	+0.32%	+47.23%
26	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.86%	—	+44.94%
27	JPM	Jpmorgan Chase & Co	Stock-Financials	0.80%	-0.02%	+14.64%
28	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.79%	+0.02%	+1.06%
29	MMM	3m Co	Stock-Industrials	0.77%	—	-3.33%
30	VUG	Vanguard Growth ETF	ETF-Other	0.67%	—	-3.17%
31	AVUS	Avantis U.s. Equity ETF	ETF-Other	0.66%	—	-2.14%
32	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.64%	—	+0.65%
33	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.62%	-0.03%	+8.51%
34	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.59%	—	-0.84%
35	AVGO	Broadcom INC	Stock-Tech	0.59%	+0.01%	-2.82%
36	META	Meta Platforms Inc-class A	Stock-Comm Services	0.57%	—	+17.17%
37	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.56%	—	+18.09%
38	MELI	Mercadolibre INC	Stock-Consumer Disc	0.55%	—	+21.99%
39	VB	Vanguard Small-cap ETF	ETF-Other	0.52%	—	-0.22%
40	VXUS	Vanguard Total Intl Stock	ETF-Other	0.52%	—	+5.59%
41	FBND	Fidelity Total Bond ETF	ETF-Other	0.51%	-0.29%	+20.28%
42	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.51%	—	—
43	WMT	Walmart INC	Stock-Consumer Staples	0.50%	—	+19.80%
44	HOOD	Robinhood Markets INC - A	Stock-Financials	0.50%	+0.12%	+1495.00%
45	AVUV	Avantis US Small Cap Value	ETF-Small Cap	0.47%	—	-6.35%
46	NKE	Nike INC -cl B	Stock-Consumer Disc	0.44%	—	+2.66%
47	MUB	Ishares National Muni Bond E	ETF-Other	0.37%	—	-2.71%
48	IYW	Ishares Ustechnology ETF	ETF-Tech	0.36%	+0.05%	—
49	ASML	ASML Holding N.V.	Stock-Tech	0.36%	+0.05%	-12.07%
50	NOW	Servicenow INC	Stock-Tech	0.34%	+0.08%	+1995.00%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Canvas Wealth Advisors, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CTOS	Custom Truck One Source INC	+1.3%	+48.53%	Add
2	GOOGL	Alphabet Inc-cl A	+1%	-0.91%	Trim
3	HOOD	Robinhood Markets INC - A	+0.5%	+1495.00%	Add
4	DFUS	Dimensional US Eq Mkt ETF	+0.4%	+79.69%	Add
5	NOW	Servicenow INC	+0.2%	+1995.00%	Add
6	AMZN	Amazon.com INC	+0.2%	+9.16%	Add
7	BINC	Ishares Flex I A Etf-usd INC	+0.2%	+44.94%	Add
8	AVAV	Aerovironment INC	+0.2%	+706.05%	Add
9	AMD	Advanced Micro Devices	+0.2%	-10.24%	Trim
10	CLX	Clorox Company	+0.1%	+47.23%	Add
11	JMST	JPM Ultra-short Muni Income	+0.1%	+86.08%	Add
12	GOOG	Alphabet Inc-cl C	+0.1%	-0.84%	Trim
13	WMT	Walmart INC	+0.1%	+19.80%	Add
14	JPM	Jpmorgan Chase & Co	+0.1%	+14.64%	Add
15	KVUE	Kenvue INC	+0.1%	+190.09%	Add
16	TSLA	Tesla INC	+0.1%	+4.65%	Add
17	IJH	Ishares Core S&p Midcap ETF	+0.1%	+57.34%	Add
18	JPST	Jpmorgan Ultra-short Income	+0.1%	+18.09%	Add
19	FBND	Fidelity Total Bond ETF	+0.1%	+20.28%	Add
20	LLY	Eli Lilly & Co	+0.1%	+3.77%	Add
21	AVDE	Avantis International Equity	0%	+6.10%	Add
22	MELI	Mercadolibre INC	0%	+21.99%	Add
23	AGG	Ishares Core U.s. Aggregate	0%	+9.34%	Add
24	AVEM	Avantis Emerging Markets Eq	0%	+8.51%	Add
25	BRK-B	Berkshire Hathaway Inc-cl B	0%	+4.93%	Add
26	IUSV	Ishares Core S&p U.s. Value	0%	+3.22%	Add
27	VOO	Vanguard S&p 500 ETF	0%	+2.78%	Add
28	SE	Sea Ltd-adr	-0.1%	-3.80%	Trim
29	KMB	Kimberly-clark CORP	-0.1%	-17.72%	Trim
30	ORCL	Oracle CORP	-0.1%	-2.20%	Trim
31	GSLC	Goldman Activebeta US Lc ETF	-0.1%	+2.01%	Add
32	EL	Estee Lauder Companies-cl A	-0.1%	-51.78%	Trim
33	IVV	Ishares Core S&p 500 ETF	-0.1%	+2.20%	Add
34	FBTC	Fidelity Wise Origin Bitcoin	-0.1%	-9.22%	Trim
35	NFLX	Netflix INC	-0.1%	+520.77%	Add
36	AAPL	Apple INC	-0.1%	-1.03%	Trim
37	VTV	Vanguard Value ETF	-0.1%	-27.78%	Trim
38	ITOT	Ishares Core S&p Total U.s.	-0.2%	+1.64%	Add
39	NVDA	Nvidia CORP	-0.4%	-1.79%	Trim
40	PLTR	Palantir Technologies Inc-a	-0.4%	-6.97%	Trim
41	FELC	Fidelity Enh Lrg Cap Cor ETF	-0.5%	-90.51%	Trim
42	MSFT	Microsoft CORP	-0.6%	+2.94%	Add
43	UBER	Uber Technologies INC	-0.6%	+2.29%	Add
44	BUSE	First Busey CORP	—	NEW	New buy
45	VNQ	Vanguard Real Estate ETF	—	NEW	New buy
46	INFA1EUR	Informatica INC - Class A	—	EXIT	Sold out
47	WAT	Waters CORP	—	EXIT	Sold out
48	ATR	Aptargroup INC	—	NEW	New buy
49	LPRE	Long Pond Real Estat Sel ETF	—	NEW	New buy
50	XLK	Ss Technology Select Sector	—	NEW	New buy