Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Canvas Wealth Advisors, LLCInvestment ActivityCanvas Wealth Advisors, LLC has $362.13 million in total holdings as of September 30, 2024.Canvas Wealth Advisors, LLC owns shares of 178 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 9.41% of the portfolio was purchased this quarter.About 2.68% of the portfolio was sold this quarter.This quarter, Canvas Wealth Advisors, LLC has purchased 150 new stocks and bought additional shares in 91 stocks.Canvas Wealth Advisors, LLC sold shares of 41 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $24,137,940Microsoft $23,557,796iShares Core S&P Total U.S. Stock Market ETF $16,959,623Alphabet $14,737,272iShares Core S&P U.S. Growth ETF $14,193,334 Largest New Holdings this Quarter Estée Lauder Companies $945,761 HoldingKnight-Swift Transportation $482,040 HoldingInvesco NASDAQ 100 ETF $430,823 HoldingJ P MORGAN EXCHANGE TRADED F $367,184 HoldingEaton $359,959 Holding Largest Purchases this Quarter Apple 11,727 shares (about $2.73M)DENTSPLY SIRONA 60,037 shares (about $1.62M)NVIDIA 13,055 shares (about $1.59M)Microsoft 3,684 shares (about $1.59M)iShares Core S&P 500 ETF 1,701 shares (about $981.20K) Largest Sales this Quarter 3M 11,064 shares (about $1.51M)Clorox 8,935 shares (about $1.46M)iShares iBoxx $ Investment Grade Corporate Bond ETF 4,147 shares (about $468.53K)Avantis International Equity ETF 4,961 shares (about $332.54K)California Water Service Group 5,988 shares (about $324.67K) 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$24,137,940$2,732,399 ▲12.8%103,5966.7%Computer and TechnologyMSFTMicrosoft$23,557,796$1,585,236 ▲7.2%54,7476.5%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$16,959,623$79,769 ▼-0.5%135,0074.7%ETFGOOGLAlphabet$14,737,272$151,919 ▲1.0%88,8594.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$14,193,334$193,116 ▼-1.3%107,5993.9%ManufacturingCTOSCustom Truck One Source$13,125,905$892,136 ▲7.3%3,804,6103.6%Auto/Tires/TrucksGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$12,829,143$300,645 ▲2.4%113,5933.5%ETFAMZNAmazon.com$12,071,462$757,809 ▲6.7%64,7853.3%Retail/WholesaleUBERUber Technologies$11,440,930$28,786 ▼-0.3%152,2213.2%Computer and TechnologySCHDSchwab US Dividend Equity ETF$10,709,762$183,768 ▼-1.7%126,6983.0%ETFIJRiShares Core S&P Small-Cap ETF$9,508,739$860,709 ▲10.0%81,2992.6%ETFAMDAdvanced Micro Devices$9,475,292$284,843 ▲3.1%57,7482.6%Computer and TechnologyNVDANVIDIA$9,041,674$1,585,524 ▲21.3%74,4482.5%Computer and TechnologyAVDEAvantis International Equity ETF$8,894,864$332,535 ▼-3.6%132,7002.5%ETFIVViShares Core S&P 500 ETF$8,393,011$981,204 ▲13.2%14,5502.3%ETFMMM3M$7,893,425$1,512,441 ▼-16.1%57,7432.2%Multi-Sector ConglomeratesTSLATesla$6,966,160$319,450 ▼-4.4%26,6261.9%Auto/Tires/TrucksAVUSAvantis U.S. Equity ETF$6,676,297$563,478 ▲9.2%70,1661.8%ETFIUSViShares Core S&P U.S. Value ETF$6,058,251$150,301 ▼-2.4%63,4441.7%ManufacturingVOOVanguard S&P 500 ETF$5,659,711$323,397 ▲6.1%10,6931.6%ETFPLTRPalantir Technologies$5,592,574$294,810 ▼-5.0%150,3381.5%Business ServicesBRK.BBerkshire Hathaway$4,598,310$136,693 ▲3.1%9,9911.3%FinanceIEFAiShares Core MSCI EAFE ETF$4,155,437$412,882 ▲11.0%53,2411.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,965,437$478,907 ▲13.7%39,1571.1%FinanceXRAYDENTSPLY SIRONA$3,898,377$1,624,603 ▲71.4%144,0641.1%MedicalPANWPalo Alto Networks$3,694,516$34,522 ▼-0.9%10,8091.0%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$3,382,579$16,311 ▲0.5%35,2540.9%ETFVUGVanguard Growth ETF$3,117,120$307,911 ▼-9.0%8,1190.9%ETFVXUSVanguard Total International Stock ETF$2,910,105$110,381 ▲3.9%44,9510.8%ETFFBNDFidelity Total Bond ETF$2,863,581$348,583 ▲13.9%61,0450.8%ETFBRK.ABerkshire Hathaway$2,764,7200.0%40.8%FinanceCRWDCrowdStrike$2,673,721$462,776 ▲20.9%9,5330.7%Computer and TechnologyJPMJPMorgan Chase & Co.$2,494,399$294,984 ▲13.4%11,8300.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$2,484,932$411,855 ▲19.9%48,9740.7%ETFMETAMeta Platforms$2,154,602$433,325 ▲25.2%3,7640.6%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$2,055,623$82,041 ▼-3.8%31,8210.6%ETFVTIVanguard Total Stock Market ETF$1,981,169$267,564 ▼-11.9%6,9750.5%ETFQIAGEN NV$1,918,269$149,925 ▲8.5%42,0950.5%SHS NEWMELIMercadoLibre$1,838,556$16,416 ▲0.9%8960.5%Retail/WholesaleIYWiShares U.S. Technology ETF$1,622,6370.0%10,7020.4%ManufacturingAVLVAvantis U.S. Large Cap Value ETF$1,561,948$104,341 ▼-6.3%23,7270.4%ETFNTRSNorthern Trust$1,447,423$90,578 ▼-5.9%15,9320.4%FinanceHSICHenry Schein$1,435,911$448,554 ▲45.4%19,6970.4%MedicalMUBiShares National Muni Bond ETF$1,411,790$168,381 ▲13.5%12,9960.4%ETFWMTWalmart$1,396,814$164,972 ▲13.4%17,2980.4%Retail/WholesaleAVGOBroadcom$1,395,708$639,807 ▲84.6%8,0910.4%Computer and TechnologyGOOGAlphabet$1,317,792$98,475 ▼-7.0%7,8820.4%Computer and TechnologyLLYEli Lilly and Company$1,254,520$504,111 ▲67.2%1,4160.3%MedicalCOSTCostco Wholesale$1,245,707$333,371 ▲36.5%1,4050.3%Retail/WholesaleWERNWerner Enterprises$1,219,097$526,522 ▲76.0%31,5910.3%TransportationSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,130,350$73,944 ▲7.0%26,0330.3%ETFVTVVanguard Value ETF$1,106,306$55,341 ▲5.3%6,3370.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,083,539$144,082 ▼-11.7%19,8160.3%ETFSOLVENTUM CORP$1,019,655$20,916 ▼-2.0%14,6250.3%COM SHSVBKVanguard Small-Cap Growth ETF$1,008,235$88,231 ▲9.6%3,7710.3%ETFNVSTEnvista$972,963$79,277 ▲8.9%49,2390.3%MedicalVEAVanguard FTSE Developed Markets ETF$966,106$8,819 ▲0.9%18,2940.3%ETFGLGlobe Life$948,763$683,347 ▲257.5%8,9580.3%FinanceKMBKimberly-Clark$945,878$287,113 ▼-23.3%6,5790.3%Consumer StaplesELEstée Lauder Companies$945,761$945,761 ▲New Holding9,4870.3%Consumer Staples2023 ETF SERIES TRUST II$909,391$279,423 ▲44.4%27,8360.3%GMO US QUALITY ECLXClorox$845,229$1,455,690 ▼-63.3%5,1880.2%Consumer StaplesSESEA$818,822$108,611 ▼-11.7%8,6850.2%Computer and TechnologyHDHome Depot$794,833$306,671 ▲62.8%1,9620.2%Retail/WholesaleSHOPShopify$789,539$76,614 ▲10.7%9,8520.2%Computer and TechnologyBINCiShares Flexible Income Active ETF$782,662$172,848 ▲28.3%14,6210.2%ETFEFGiShares MSCI EAFE Growth ETF$775,983$29,498 ▲4.0%7,2080.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$753,606$75,320 ▲11.1%13,1270.2%ETFSCHWCharles Schwab$740,263$36,359 ▲5.2%11,4220.2%FinanceMCDMcDonald's$726,456$173,546 ▲31.4%2,3860.2%Retail/WholesaleUNHUnitedHealth Group$712,286$166,083 ▲30.4%1,2180.2%MedicalGOLDMAN SACHS ETF TR$694,502$94,495 ▲15.7%14,1480.2%S&P 500 CORE PRESPYSPDR S&P 500 ETF Trust$689,745$42,464 ▲6.6%1,2020.2%FinanceJEPIJPMorgan Equity Premium Income ETF$650,569$43,740 ▲7.2%10,9320.2%ETFSYKStryker$643,412$17,702 ▲2.8%1,7810.2%MedicalORCLOracle$629,387$78,886 ▲14.3%3,6940.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$618,346$1,810 ▼-0.3%7,8580.2%ETFAVIVAvantis International Large Cap Value ETF$579,052$33,401 ▲6.1%10,3150.2%ETFVVisa$576,310$79,463 ▲16.0%2,0960.2%Business ServicesROGRogers$574,204$339,369 ▲144.5%5,0810.2%Computer and TechnologyJNJJohnson & Johnson$563,369$133,387 ▲31.0%3,4760.2%MedicalTMOThermo Fisher Scientific$562,325$69,904 ▼-11.1%9090.2%MedicalBACBank of America$560,522$31,625 ▼-5.3%14,1260.2%FinanceSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$557,106$3,803 ▼-0.7%11,5730.2%FinanceVONVVanguard Russell 1000 Value$551,8950.0%6,6230.2%ETFMAMastercard$549,111$152,586 ▲38.5%1,1120.2%Business ServicesTSMTaiwan Semiconductor Manufacturing$544,259$7,815 ▲1.5%3,1340.2%Computer and TechnologyDEODiageo$535,537$98,940 ▲22.7%3,8160.1%Consumer StaplesXOMExxon Mobil$502,967$160,232 ▲46.8%4,2910.1%Oils/EnergyDFUSDimensional U.S. Equity ETF$498,035$177,581 ▲55.4%8,0070.1%ETFIYCiShares U.S. Consumer Discretionary ETF$491,0570.0%5,5840.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$489,858$13,146 ▼-2.6%13,0420.1%ETFMGKVanguard Mega Cap Growth ETF$483,2740.0%1,5010.1%ETFKNXKnight-Swift Transportation$482,040$482,040 ▲New Holding8,9350.1%TransportationPGProcter & Gamble$475,807$213,914 ▲81.7%2,7470.1%Consumer StaplesCSCOCisco Systems$464,185$41,884 ▲9.9%8,7220.1%Computer and TechnologyABBVAbbVie$463,076$230,847 ▲99.4%2,3450.1%MedicalCVXChevron$450,232$174,673 ▲63.4%3,0570.1%Oils/EnergyQQQMInvesco NASDAQ 100 ETF$430,823$430,823 ▲New Holding2,1450.1%ETFIJHiShares Core S&P Mid-Cap ETF$429,946$182,348 ▲73.6%6,8990.1%ETFShowing largest 100 holdings. 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