13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001858782
Total reported value
$716.9M
$716.9M
222 檔
22.8%
During the Q4 2025 filing period, Canvas Wealth Advisors, LLC (CIK: 0001858782) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $716.9M across 222 reported positions.
In Q4 2025, Canvas Wealth Advisors, LLC displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 222 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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% | -0.21% | +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% | -0.18% | +9.34% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.92% | -0.17% | +79.69% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.92% | -0.11% | +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% | -0.18% | +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% | -0.03% | -3.33% | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.67% | -0.05% | -3.17% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.66% | -0.05% | -2.14% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.03% | +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% | -0.10% | -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% | -0.09% | +17.17% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.56% | -0.08% | +18.09% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.55% | -0.02% | +21.99% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.52% | -0.04% | -0.22% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.02% | +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% | -0.07% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.14% | +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% | -0.06% | -6.35% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | -0.14% | +2.66% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.03% | -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% |
| # | 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 |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 222 disclosed positions in Q4 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 CTOS, GOOGL, MSFT) accounted for 22.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BUSE
市值: $1.7M
Top Position Liquidated / Trimmed
INFA1EUR
前期市值: $603.6K
During Q4 2025, Canvas Wealth Advisors, LLC's top holdings by market value included CTOS (6.9%)、GOOGL (6.3%)、MSFT (5.3%). The largest single position, CTOS, represented 6.9% of total portfolio value.
In Q4 2025, Canvas Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.