Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Canvas Wealth Advisors, LLCInvestment ActivityCanvas Wealth Advisors, LLC has $398.35 million in total holdings as of December 31, 2024.Canvas Wealth Advisors, LLC owns shares of 177 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 12.13% of the portfolio was purchased this quarter.About 4.74% of the portfolio was sold this quarter.This quarter, Canvas Wealth Advisors, LLC has purchased 178 new stocks and bought additional shares in 87 stocks.Canvas Wealth Advisors, LLC sold shares of 56 stocks and completely divested from 22 stocks this quarter.Largest Holdings Apple $25,572,958Microsoft $24,272,008Custom Truck One Source $19,761,183iShares Core S&P Total U.S. Stock Market ETF $18,103,273Alphabet $16,878,987 Largest New Holdings this Quarter NIKE $1,686,214 HoldingJPMorgan Ultra-Short Municipal ETF $1,095,335 HoldingFIDELITY COVINGTON TRUST $1,033,551 HoldingFidelity NASDAQ Composite Index ETF $1,022,931 HoldingFIDELITY COVINGTON TRUST $887,024 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 267,459 shares (about $7.31M)DENTSPLY SIRONA 182,234 shares (about $3.49M)iShares Core S&P 500 ETF 4,982 shares (about $2.93M)Estée Lauder Companies 29,224 shares (about $2.19M)ASML 2,593 shares (about $1.80M) Largest Sales this Quarter Avantis U.S. Equity ETF 29,064 shares (about $2.82M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 14,399 shares (about $1.66M)Fidelity Total Bond ETF 33,397 shares (about $1.52M)3M 6,731 shares (about $868.91K)PALANTIR TECHNOLOGIES INC 10,305 shares (about $779.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCanvas Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$25,572,958$369,621 ▼-1.4%102,1206.4%Computer and TechnologyMSFTMicrosoft$24,272,008$1,196,214 ▲5.2%57,5856.1%Computer and TechnologyCTOSCustom Truck One Source$19,761,183$1,461,009 ▲8.0%4,108,3545.0%Auto/Tires/TrucksITOTiShares Core S&P Total U.S. Stock Market ETF$18,103,273$738,665 ▲4.3%140,7504.5%ETFGOOGLAlphabet$16,878,987$57,926 ▲0.3%89,1654.2%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$15,292,878$298,907 ▲2.0%109,7443.8%ManufacturingAMZNAmazon.com$14,132,531$80,736 ▼-0.6%64,4173.5%Retail/WholesaleIVViShares Core S&P 500 ETF$11,498,151$2,932,817 ▲34.2%19,5322.9%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$11,425,119$1,658,470 ▼-12.7%99,1942.9%ETFTSLATesla$11,049,870$297,226 ▲2.8%27,3622.8%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$10,768,364$7,306,976 ▲211.1%394,1572.7%ETFNVDANVIDIA$10,617,971$620,289 ▲6.2%79,0672.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$10,590,696$779,367 ▼-6.9%140,0332.7%CL AUBERUber Technologies$10,451,284$1,269,314 ▲13.8%173,2642.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$10,230,466$863,225 ▲9.2%88,7912.6%ETFAMDAdvanced Micro Devices$8,174,705$1,199,324 ▲17.2%67,6772.1%Computer and TechnologyAVDEAvantis International Equity ETF$7,641,083$502,745 ▼-6.2%124,5081.9%ETFMMM3M$6,585,146$868,906 ▼-11.7%51,0121.7%Multi-Sector ConglomeratesVOOVanguard S&P 500 ETF$6,442,026$680,518 ▲11.8%11,9561.6%ETFXRAYDENTSPLY SIRONA$6,245,264$3,487,914 ▲126.5%326,2981.6%MedicalIUSViShares Core S&P U.S. Value ETF$6,155,482$281,196 ▲4.8%66,4811.5%ManufacturingBRK.BBerkshire Hathaway$4,601,554$72,976 ▲1.6%10,1521.2%FinanceAGGiShares Core U.S. Aggregate Bond ETF$4,491,324$697,003 ▲18.4%46,3501.1%FinanceIEFAiShares Core MSCI EAFE ETF$4,442,074$700,274 ▲18.7%63,2051.1%ETFAVUVAvantis U.S. Small Cap Value ETF$4,208,115$805,058 ▲23.7%43,5941.1%ETFAVUSAvantis U.S. Equity ETF$3,984,012$2,817,170 ▼-41.4%41,1021.0%ETFPANWPalo Alto Networks$3,715,987$1,749,181 ▲88.9%20,4220.9%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$3,385,909$909,668 ▲36.7%66,9650.8%ETFCRWDCrowdStrike$3,209,119$52,693 ▼-1.6%9,3790.8%Computer and TechnologyVUGVanguard Growth ETF$3,145,393$187,172 ▼-5.6%7,6630.8%ETFELEstée Lauder Companies$2,902,523$2,191,195 ▲308.0%38,7110.7%Consumer StaplesVXUSVanguard Total International Stock ETF$2,894,091$245,147 ▲9.3%49,1110.7%ETFJPMJPMorgan Chase & Co.$2,885,826$50,099 ▲1.8%12,0390.7%FinanceBRK.ABerkshire Hathaway$2,723,6800.0%40.7%FinanceMETAMeta Platforms$2,349,655$145,792 ▲6.6%4,0130.6%Computer and TechnologyASMLASML$2,101,528$1,797,250 ▲590.7%3,0320.5%Computer and TechnologyMELIMercadoLibre$2,071,136$547,542 ▲35.9%1,2180.5%Retail/WholesaleAVEMAvantis Emerging Markets Equity ETF$2,050,344$179,602 ▲9.6%34,8760.5%ETFAVGOBroadcom$1,892,988$17,156 ▲0.9%8,1650.5%Computer and TechnologyVTVVanguard Value ETF$1,873,905$801,095 ▲74.7%11,0690.5%ETFQIAGEN NV$1,800,170$74,321 ▼-4.0%40,4260.5%SHS NEWIYWiShares U.S. Technology ETF$1,707,1830.0%10,7020.4%ManufacturingNKENIKE$1,686,214$1,686,214 ▲New Holding22,1820.4%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,609,764$411,497 ▼-20.4%5,5550.4%ETFAVLVAvantis U.S. Large Cap Value ETF$1,599,742$15,491 ▲1.0%23,9590.4%ETFWMTWalmart$1,589,995$23,545 ▲1.5%17,5580.4%Retail/WholesaleGOOGAlphabet$1,581,223$80,175 ▲5.3%8,3030.4%Computer and TechnologyMUBiShares National Muni Bond ETF$1,537,792$153,108 ▲11.1%14,4330.4%ETFBINCiShares Flexible Income Active ETF$1,359,647$599,062 ▲78.8%26,1370.3%ETFCOSTCostco Wholesale$1,316,831$29,324 ▲2.3%1,4370.3%Retail/WholesaleSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,294,855$185,606 ▲16.7%30,3890.3%ETFHSICHenry Schein$1,287,535$75,497 ▼-5.5%18,6060.3%MedicalFBNDFidelity Total Bond ETF$1,254,450$1,515,295 ▼-54.7%27,6480.3%ETFLLYEli Lilly and Company$1,167,289$74,114 ▲6.8%1,5120.3%MedicalVBKVanguard Small-Cap Growth ETF$1,137,784$81,770 ▲7.7%4,0630.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,095,335$1,095,335 ▲New Holding21,5480.3%ETFGLGlobe Life$1,070,127$71,149 ▲7.1%9,5960.3%FinanceWERNWerner Enterprises$1,062,765$71,984 ▼-6.3%29,5870.3%TransportationFIDELITY COVINGTON TRUST$1,033,551$1,033,551 ▲New Holding37,5430.3%ENHANCED INTLVEAVanguard FTSE Developed Markets ETF$1,026,648$151,829 ▲17.4%21,4690.3%ETFONEQFidelity NASDAQ Composite Index ETF$1,022,931$1,022,931 ▲New Holding13,4490.3%ETFGOLDMAN SACHS ETF TR$1,010,135$310,503 ▲44.4%20,4270.3%S&P 500 CORE PREDFUSDimensional U.S. Equity ETF$999,154$488,708 ▲95.7%15,6730.3%ETFSHOPShopify$995,993$51,570 ▼-4.9%9,3670.3%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$964,024$278,539 ▲40.6%18,4610.2%ETFSOLVENTUM CORP$901,983$64,144 ▼-6.6%13,6540.2%COM SHSFIDELITY COVINGTON TRUST$887,024$887,024 ▲New Holding26,9370.2%ENHANCED LARGENTRSNorthern Trust$886,302$758,876 ▼-46.1%8,5830.2%FinanceKMBKimberly-Clark$825,759$44,303 ▼-5.1%6,2440.2%Consumer StaplesSESEA$822,593$98,885 ▼-10.7%7,7530.2%Computer and TechnologyHDHome Depot$817,143$54,061 ▲7.1%2,1010.2%Retail/WholesaleGBILGoldman Sachs Access Treasury 0-1 Year ETF$796,540$526,017 ▲194.4%7,9500.2%ETFSCHWCharles Schwab$745,284$100,062 ▼-11.8%10,0700.2%FinanceEFGiShares MSCI EAFE Growth ETF$744,276$46,287 ▲6.6%7,6860.2%ETFROGRogers$714,115$197,835 ▲38.3%7,0280.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$704,5550.0%1,2020.2%FinanceVBVanguard Small-Cap ETF$700,416$424,334 ▲153.7%2,9150.2%ETFNVSTEnvista$697,951$251,870 ▼-26.5%36,1820.2%MedicalDEODiageo$693,876$208,748 ▲43.0%5,4580.2%Consumer StaplesMCDMcDonald's$690,998$580 ▼-0.1%2,3840.2%Retail/WholesaleVVisa$683,928$21,491 ▲3.2%2,1640.2%Business ServicesORCLOracle$681,488$65,983 ▲10.7%4,0900.2%Computer and TechnologySYKStryker$669,341$28,084 ▲4.4%1,8590.2%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$652,014$431,723 ▼-39.8%11,9220.2%ETF2023 ETF SERIES TRUST II$641,560$248,692 ▼-27.9%20,0600.2%GMO US QUALITY EMAMastercard$635,575$50,025 ▲8.5%1,2070.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$619,500$592 ▲0.1%3,1370.2%Computer and TechnologyUNHUnitedHealth Group$617,782$1,518 ▲0.2%1,2210.2%MedicalBACBank of America$615,698$5,142 ▼-0.8%14,0090.2%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$607,358$58,907 ▲10.7%12,8160.2%FinanceBSVVanguard Short-Term Bond ETF$604,870$2,318 ▼-0.4%7,8280.2%ETFCLXClorox$594,148$248,509 ▼-29.5%3,6580.1%Consumer StaplesMRTNMarten Transport$538,541$186,210 ▲52.9%34,5000.1%TransportationVONVVanguard Russell 1000 Value$538,1190.0%6,6230.1%ETFIYCiShares U.S. Consumer Discretionary ETF$536,8460.0%5,5840.1%ETFNFLXNetflix$504,487$58,827 ▲13.2%5660.1%Consumer DiscretionaryMGKVanguard Mega Cap Growth ETF$495,884$19,574 ▼-3.8%1,4440.1%ETFAVIVAvantis International Large Cap Value ETF$489,448$45,878 ▼-8.6%9,4310.1%ETFXOMExxon Mobil$480,170$18,609 ▲4.0%4,4640.1%Oils/EnergyTMOThermo Fisher Scientific$470,675$2,603 ▼-0.6%9040.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
