Canvas Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Canvas Wealth Advisors, LLCInvestment ActivityCanvas Wealth Advisors, LLC has $389.48 million in total holdings as of March 31, 2025.Canvas Wealth Advisors, LLC owns shares of 180 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 13.18% of the portfolio was purchased this quarter.About 5.35% of the portfolio was sold this quarter.This quarter, Canvas Wealth Advisors, LLC has purchased 177 new stocks and bought additional shares in 95 stocks.Canvas Wealth Advisors, LLC sold shares of 47 stocks and completely divested from 25 stocks this quarter.Largest Holdings Microsoft $22,747,549Apple $20,713,175iShares Core S&P Total U.S. Stock Market ETF $18,093,610Custom Truck One Source $17,158,433Alphabet $16,515,785 Largest New Holdings this Quarter N72482206 - QIAGEN NV $1,381,893 Holding46137V357 - Invesco S&P 500 Equal Weight ETF $920,214 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $672,499 Holding74762E102 - Quanta Services $655,149 Holding464287598 - iShares Russell 1000 Value ETF $581,511 Holding Largest Purchases this Quarter NVIDIA 41,298 shares (about $4.08M)Alphabet 19,872 shares (about $3.01M)Tesla 11,676 shares (about $2.78M)Vanguard Small-Cap ETF 9,957 shares (about $2.07M)Vanguard S&P 500 ETF 3,984 shares (about $1.93M) Largest Sales this Quarter 3M 16,966 shares (about $2.31M)Schwab US Dividend Equity ETF 48,820 shares (about $1.24M)Vanguard Total International Stock ETF 13,407 shares (about $834.32K)DENTSPLY SIRONA 58,261 shares (about $758.56K)JPMorgan Ultra-Short Income ETF 13,715 shares (about $692.89K) 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 PortfolioSectorMSFTMicrosoft$22,747,549$1,624,275 ▲7.7%62,0135.8%Computer and TechnologyAAPLApple$20,713,175$315,788 ▲1.5%103,7015.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$18,093,610$1,914,379 ▲11.8%157,4044.6%ETFCTOSCustom Truck One Source$17,158,433$1,382,354 ▲8.8%4,468,3424.4%Auto/Tires/TrucksGOOGLAlphabet$16,515,785$3,010,003 ▲22.3%109,0374.2%Computer and TechnologyUBERUber Technologies$14,353,074$1,455,302 ▲11.3%192,8143.7%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$13,220,518$70,607 ▼-0.5%109,1613.4%ManufacturingAMZNAmazon.com$12,721,004$1,565,209 ▲14.0%73,4553.3%Retail/WholesalePALANTIR TECHNOLOGIES INC$12,523,698$638,004 ▼-4.8%133,2453.2%CL ANVDANVIDIA$11,902,846$4,083,942 ▲52.2%120,3653.1%Computer and TechnologyIVViShares Core S&P 500 ETF$11,501,692$1,161,974 ▲11.2%21,7273.0%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$10,695,269$378,077 ▲3.7%102,8292.7%ETFTSLATesla$9,289,873$2,778,538 ▲42.7%39,0382.4%Auto/Tires/TrucksSCHDSchwab US Dividend Equity ETF$8,785,384$1,241,982 ▼-12.4%345,3372.3%ETFAVDEAvantis International Equity ETF$8,404,563$37,632 ▲0.4%125,0682.2%ETFIJRiShares Core S&P Small-Cap ETF$8,045,003$537,526 ▼-6.3%83,2302.1%ETFVOOVanguard S&P 500 ETF$7,719,443$1,929,376 ▲33.3%15,9402.0%ETFIUSViShares Core S&P U.S. Value ETF$5,891,942$161,951 ▲2.8%68,3601.5%ManufacturingBRK.BBerkshire Hathaway$5,454,067$167,168 ▲3.2%10,4731.4%FinanceAMDAdvanced Micro Devices$5,362,612$475,206 ▼-8.1%62,1681.4%Computer and TechnologyPANWPalo Alto Networks$4,896,300$1,554,648 ▲46.5%29,9231.3%Computer and TechnologyMMM3M$4,641,476$2,312,967 ▼-33.3%34,0461.2%Multi-Sector ConglomeratesIEFAiShares Core MSCI EAFE ETF$4,446,659$394,876 ▼-8.2%58,0501.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,441,967$75,337 ▼-1.7%45,5771.1%FinanceCRWDCrowdStrike$3,712,871$257,178 ▲7.4%10,0771.0%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$3,652,416$132,655 ▲3.8%45,2370.9%ETFXRAYDENTSPLY SIRONA$3,489,846$758,559 ▼-17.9%268,0370.9%MedicalELEstée Lauder Companies$3,279,245$1,113,761 ▲51.4%58,6210.8%Consumer StaplesAVUSAvantis U.S. Equity ETF$3,170,651$394,976 ▼-11.1%36,5490.8%ETFBRK.ABerkshire Hathaway$3,120,0000.0%40.8%FinanceJPMJPMorgan Chase & Co.$2,898,186$61,959 ▲2.2%12,3020.7%FinanceVUGVanguard Growth ETF$2,889,696$195,155 ▲7.2%8,2180.7%ETFNKENIKE$2,805,499$1,539,806 ▲121.7%49,1680.7%Consumer DiscretionaryMELIMercadoLibre$2,795,862$204,264 ▲7.9%1,3140.7%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$2,690,208$692,886 ▼-20.5%53,2500.7%ETFVBVanguard Small-Cap ETF$2,672,930$2,067,617 ▲341.6%12,8720.7%ETFVTIVanguard Total Stock Market ETF$2,348,975$910,008 ▲63.2%9,0680.6%ETFVTVVanguard Value ETF$2,264,111$467,334 ▲26.0%13,9480.6%ETFAVEMAvantis Emerging Markets Equity ETF$2,222,332$163,957 ▲8.0%37,6540.6%ETFVXUSVanguard Total International Stock ETF$2,221,876$834,324 ▼-27.3%35,7040.6%ETFMETAMeta Platforms$2,178,780$171,101 ▲8.5%4,3550.6%Computer and TechnologyASMLASML$2,045,271$108,587 ▲5.6%3,2020.5%Computer and TechnologyMUBiShares National Muni Bond ETF$1,814,942$326,502 ▲21.9%17,5990.5%ETFWMTWalmart$1,679,699$14,322 ▲0.9%17,7090.4%Retail/WholesaleAVGOBroadcom$1,594,062$209,433 ▲15.1%9,4000.4%Computer and TechnologyFIDELITY COVINGTON TRUST$1,581,612$789,659 ▲99.7%53,7960.4%ENHANCED LARGEGOOGAlphabet$1,576,615$298,732 ▲23.4%10,2440.4%Computer and TechnologyFIDELITY COVINGTON TRUST$1,549,099$425,819 ▲37.9%51,7750.4%ENHANCED INTLONEQFidelity NASDAQ Composite Index ETF$1,548,432$685,940 ▲79.5%24,1450.4%ETFBINCiShares Flexible Income Active ETF$1,500,957$148,367 ▲11.0%29,0040.4%ETFCOSTCostco Wholesale$1,484,674$77,368 ▲5.5%1,5160.4%Retail/WholesaleCLXClorox$1,444,633$925,071 ▲178.0%10,1710.4%Consumer StaplesIYWiShares U.S. Technology ETF$1,401,5340.0%10,7020.4%ManufacturingQIAGEN NV$1,381,893$1,381,893 ▲New Holding32,6380.4%COM SHSFBNDFidelity Total Bond ETF$1,272,777$30,552 ▲2.5%28,3280.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,224,687$133,714 ▲12.3%24,1890.3%ETFLLYEli Lilly and Company$1,223,959$27,309 ▼-2.2%1,4790.3%MedicalSHYGiShares 0-5 Year High Yield Corporate Bond ETF$1,191,594$78,044 ▼-6.1%28,5210.3%ETFVEAVanguard FTSE Developed Markets ETF$1,139,973$34,300 ▲3.1%22,1350.3%ETFAVLVAvantis U.S. Large Cap Value ETF$1,087,025$366,568 ▼-25.2%17,9170.3%ETFDFUSDimensional U.S. Equity ETF$1,019,588$126,551 ▲14.2%17,8940.3%ETFSPYSPDR S&P 500 ETF Trust$1,010,817$377,013 ▲59.5%1,9170.3%FinanceCWTCalifornia Water Service Group$970,706$564,910 ▲139.2%18,9000.2%UtilitiesHOLXHologic$940,234$763,395 ▲431.7%16,1580.2%MedicalVBKVanguard Small-Cap Growth ETF$931,452$27,861 ▼-2.9%3,9450.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$922,339$51,095 ▼-5.2%17,4920.2%ETFRSPInvesco S&P 500 Equal Weight ETF$920,214$920,214 ▲New Holding5,6340.2%ETFHDHome Depot$908,746$164,099 ▲22.0%2,5640.2%Retail/WholesaleNTRSNorthern Trust$878,450$111,437 ▲14.5%9,8300.2%FinanceMAMastercard$858,499$222,007 ▲34.9%1,6280.2%Business ServicesEFGiShares MSCI EAFE Growth ETF$853,391$81,361 ▲10.5%8,4960.2%ETFNFLXNetflix$850,998$262,166 ▲44.5%8180.2%Consumer DiscretionaryMRTNMarten Transport$831,202$372,349 ▲81.1%62,4960.2%TransportationMCDMcDonald's$821,521$60,936 ▲8.0%2,5750.2%Retail/WholesaleSHOPShopify$791,960$10,885 ▼-1.4%9,2400.2%Computer and TechnologyGLGlobe Life$789,271$378,451 ▼-32.4%6,4860.2%FinanceVVisa$769,529$52,362 ▲7.3%2,3220.2%Business ServicesWERNWerner Enterprises$761,406$81,824 ▼-9.7%26,7160.2%TransportationORCLOracle$738,946$218,579 ▲42.0%5,8080.2%Computer and TechnologyHSICHenry Schein$728,915$471,917 ▼-39.3%11,2940.2%MedicalSESEA$725,698$193,188 ▼-21.0%6,1230.2%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$722,201$119,458 ▲19.8%15,3560.2%FinanceVBRVanguard Small-Cap Value ETF$701,865$396,411 ▲129.8%4,0280.2%ETFSCHWCharles Schwab$693,053$78,112 ▼-10.1%9,0500.2%FinanceSOLVENTUM CORP$682,195$204,496 ▼-23.1%10,5050.2%COM SHSFIDELITY WISE ORIGIN BITCOIN$679,664$249,322 ▲57.9%8,5080.2%SHSBOXXAlpha Architect 1-3 Month Box ETF$672,499$672,499 ▲New Holding6,0160.2%ETFPWRQuanta Services$655,149$655,149 ▲New Holding2,5020.2%ConstructionSYKStryker$650,644$3,481 ▲0.5%1,8690.2%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$645,645$150,150 ▼-18.9%6,4500.2%ETFKMBKimberly-Clark$625,302$235,833 ▼-27.4%4,5340.2%Consumer StaplesSJWSJW Group$614,691$225,994 ▲58.1%11,1300.2%UtilitiesBSVVanguard Short-Term Bond ETF$588,852$23,141 ▼-3.8%7,5320.2%ETFIWDiShares Russell 1000 Value ETF$581,511$581,511 ▲New Holding3,2850.1%ETFGOLDMAN SACHS ETF TR$568,019$326,716 ▼-36.5%12,9680.1%S&P 500 CORE PREIJHiShares Core S&P Mid-Cap ETF$556,268$181,027 ▲48.2%10,1250.1%ETFBACBank of America$531,577$5,250 ▼-1.0%13,8720.1%FinanceTSMTaiwan Semiconductor Manufacturing$521,099$46,175 ▲9.7%3,4420.1%Computer and TechnologyJNJJohnson & Johnson$515,732$132,207 ▲34.5%3,2690.1%MedicalVONVVanguard Russell 1000 Value$514,4750.0%6,6230.1%ETFShowing largest 100 holdings. 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