Top Institutional Investors

Canvas Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1858782 · latest 13F-HR filed 2026-07-10

Backtest portfolio

Canvas Wealth Advisors, LLC manages $716.9M in 13F-reported U.S. long-equity assets across 251 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CTOS (9.86%), GOOGL (5.70%), ITOT (4.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 32 new positions and exited 21; 142 existing positions rose in reported value and 42 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$716.9M

Long-equity book

Holdings
251

Distinct positions

Period
2026-06-30

Filed 2026-07-10

Q/Q Activity
+32 / −21 / ↑142 / ↓42

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CTOS9.9% · -15%GOOGL5.7% · -2%ITOT4.4% · +4%AAPL4.3% · +1%MSFT4.3% · +13%AMZN4.0% · +8%AMD3.3% · -21%NVDA3.2% · -5%IUSG2.7% · +2%TSLA2.5% · -5%UBER2.4% · +20%PANW2.3% · -12%AVDE2.3% · +4%GSLC2.2% · -2%PLTR2.2% · +9%SCHD1.8% · +3%IJR1.7% · -8%VOO1.5% · -4%IVV1.4% · -7%CLX1.3% · +77%IUSV1.2% · +6%AVLC1.2% · +5%DFAC1.1% · +84%BRK.B1.1% · +7%CRWD1.0% · -36%AGG0.8% · +0%AVEM0.8% · -2%JPM0.7% · +6%KMB0.7% · +186%IEFA0.7% · -2%VTI0.6% · +0%HOOD0.6% · +5%VUG0.6% · +463%AVGO0.5% · +1%VXUS0.5% · +5%BINC0.5% · -10%MELI0.5% · +20%VB0.5% · -4%AVUV0.5% · -3%META0.5% · +4%GOOG0.5% · -18%ASML0.4% · -8%JPST0.4% · +3%AVUS0.4% · -6%BRK.A0.4% · 0%FBND0.4% · -28%WMT0.4% · -1%DFUS0.4% · -26%NOW0.4% · +61%IYW0.4% · 0%SPCX0.4% · newJMST0.3% · -34%MUB0.3% · +9%DFIC0.3% · +58%AVAV0.3% · +47%QQQM0.3% · +253%CRM0.3% · newTSM0.3% · +5%VTV0.3% · +0%EQPT0.3% · +84%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 44.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 17, 2026.

Assets Under Management
$929.2M
Discretionary
$902.8M
Employees
12
Accounts
3,033
Address
6136 NIEMAN ROAD
SHAWNEE, KS 66203
Phone
(913) 991-8471
Website
Name Title / Status Ownership Type
DREW & NIKITA WALDRON LIVING TRUST ControlLLC MEMBER
since Oct 2019
50–75%Domestic Entity
WALDRON, DREW, RYAN ControlCOFOUNDER/CCO/LLC MANAGER
since Oct 2019
Less than 5%Individual
CHRISTOPHER M. ROSS REVOCABLE TRUSTLLC MEMBER
since Oct 2019
10–25%Domestic Entity
RYAN LILJA REVOCABLE TRUSTLLC MEMBER
since Jan 2023
10–25%Domestic Entity
Ross, Christopher, MLLC MANAGER
since Oct 2019
Less than 5%Individual
SCOTT & BROOKE WESLEY TRUSTLLC MEMBER
since Oct 2019
10–25%Domestic Entity
WESLEY, SCOTT, ROBERTCOFOUNDER
since Oct 2019
Less than 5%Individual
Lilja, Ryan, Matthew Control
Indirect owner via RYAN LILJA REVOCABLE TRUST
TRUSTEE
since Jul 2010
75% or moreIndividual
Ross, Christopher, M Control
Indirect owner via CHRISTOPHER M. ROSS REVOCABLE TRUST
TRUSTEE
since Oct 2019
75% or moreIndividual
WALDRON, DREW, RYAN Control
Indirect owner via DREW & NIKITA WALDRON LIVING TRUST
TRUSTEE
since Oct 2019
75% or moreIndividual
WESLEY, SCOTT, ROBERT Control
Indirect owner via SCOTT & BROOKE WESLEY TRUST
TRUSTEE
since Oct 2019
75% or moreIndividual
Ownership & leadership changes · 5 filings with changes since Nov 10, 2019

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 28, 2025 filing
  • ChangedDREW & NIKITA WALDRON LIVING TRUST · ownership 25–50% → 50–75%
  • ChangedSCOTT & BROOKE WESLEY TRUST · ownership 25–50% → 10–25%; no longer a control person
  • ChangedWESLEY, SCOTT, ROBERT · title COFOUNDER, LLC MANAGER → COFOUNDER; no longer a control person
Mar 15, 2023 filing
  • AddedLilja, Ryan, Matthew · TRUSTEE · 75% or more · indirect via RYAN LILJA REVOCABLE TRUST · control person
  • AddedRYAN LILJA REVOCABLE TRUST · LLC MEMBER · 10–25%
Jan 28, 2022 filing
  • ChangedRoss, Christopher, M · ownership 10–25% → Less than 5%
  • ChangedWALDRON, DREW, RYAN · ownership 25–50% → Less than 5%
  • ChangedWESLEY, SCOTT, ROBERT · ownership 25–50% → Less than 5%
Jan 5, 2022 filing
  • AddedCHRISTOPHER M. ROSS REVOCABLE TRUST · LLC MEMBER · 10–25%
  • AddedDREW & NIKITA WALDRON LIVING TRUST · LLC MEMBER · 25–50% · control person
  • AddedRoss, Christopher, M · TRUSTEE · 75% or more · indirect via CHRISTOPHER M. ROSS REVOCABLE TRUST · control person
  • AddedSCOTT & BROOKE WESLEY TRUST · LLC MEMBER · 25–50% · control person
  • AddedWALDRON, DREW, RYAN · TRUSTEE · 75% or more · indirect via DREW & NIKITA WALDRON LIVING TRUST · control person
  • AddedWESLEY, SCOTT, ROBERT · TRUSTEE · 75% or more · indirect via SCOTT & BROOKE WESLEY TRUST · control person
  • ChangedRoss, Christopher, M · title MEMBER → LLC MANAGER
  • ChangedWALDRON, DREW, RYAN · title MEMBER/COFOUNDER/CCO → COFOUNDER/CCO/LLC MANAGER
  • ChangedWESLEY, SCOTT, ROBERT · title MEMBER, COFOUNDER → COFOUNDER, LLC MANAGER
Feb 11, 2021 filing
  • ChangedRoss, Christopher, M · ownership 5–10% → 10–25%
Nov 10, 2019 filing (earliest on record)
  • ListedRoss, Christopher, M · MEMBER · 5–10%
  • ListedWALDRON, DREW, RYAN · MEMBER/COFOUNDER/CCO · 25–50% · control person
  • ListedWESLEY, SCOTT, ROBERT · MEMBER, COFOUNDER · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Canvas Wealth Advisors, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CUSTOM TRUCK ONE SOURCE INC CTOS 23204X103 $70.7M 9.86% 5,982,649 SH
2 ALPHABET INC GOOGL 02079K305 $40.8M 5.70% 114,270 SH
3 ISHARES TR ITOT 464287150 $31.6M 4.41% 192,444 SH
4 APPLE INC AAPL 037833100 $30.9M 4.31% 106,892 SH
5 MICROSOFT CORP MSFT 594918104 $30.7M 4.29% 82,424 SH
6 AMAZON COM INC AMZN 023135106 $28.8M 4.02% 120,898 SH
7 ADVANCED MICRO DEVICES INC AMD 007903107 $23.4M 3.26% 40,261 SH
8 NVIDIA CORPORATION NVDA 67066G104 $23.0M 3.21% 115,127 SH
9 ISHARES TR IUSG 464287671 $19.1M 2.66% 101,556 SH
10 TESLA INC TSLA 88160R101 $18.0M 2.51% 42,792 SH
11 UBER TECHNOLOGIES INC UBER 90353T100 $17.3M 2.41% 239,173 SH
12 PALO ALTO NETWORKS INC PANW 697435105 $16.7M 2.32% 48,854 SH
13 AMERICAN CENTY ETF TR AVDE 025072703 $16.6M 2.31% 185,740 SH
14 GOLDMAN SACHS ETF TR GSLC 381430503 $15.8M 2.20% 111,252 SH
15 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $15.4M 2.15% 132,211 SH
16 SCHWAB STRATEGIC TR SCHD 808524797 $12.7M 1.77% 401,118 SH
17 ISHARES TR IJR 464287804 $12.5M 1.74% 84,031 SH
18 VANGUARD INDEX FDS VOO 922908363 $11.1M 1.54% 16,122 SH
19 ISHARES TR IVV 464287200 $10.4M 1.45% 13,883 SH
20 CLOROX CO DEL CLX 189054109 $9.0M 1.25% 94,026 SH
21 ISHARES TR IUSV 464287663 $8.9M 1.25% 81,196 SH
22 AMERICAN CENTY ETF TR AVLC 025072158 $8.3M 1.15% 91,889 SH
23 DIMENSIONAL ETF TRUST DFAC 25434V708 $8.0M 1.12% 181,125 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $7.8M 1.09% 15,609 SH
25 CROWDSTRIKE HLDGS INC CRWD 22788C105 $6.9M 0.96% 9,010 SH
26 ISHARES TR AGG 464287226 $5.8M 0.80% 58,191 SH
27 AMERICAN CENTY ETF TR AVEM 025072604 $5.5M 0.77% 57,073 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $5.0M 0.70% 15,294 SH
29 KIMBERLY-CLARK CORP KMB 494368103 $4.8M 0.67% 43,463 SH
30 ISHARES TR IEFA 46432F842 $4.7M 0.65% 48,375 SH
31 VANGUARD INDEX FDS VTI 922908769 $4.4M 0.62% 11,956 SH
32 ROBINHOOD MKTS INC HOOD 770700102 $4.3M 0.60% 42,697 SH
33 VANGUARD INDEX FDS VUG 922908736 $4.1M 0.58% 47,993 SH
34 BROADCOM INC AVGO 11135F101 $3.9M 0.54% 10,218 SH
35 VANGUARD STAR FDS VXUS 921909768 $3.7M 0.52% 43,390 SH
36 BLACKROCK ETF TRUST II BINC 092528603 $3.7M 0.52% 70,777 SH
37 MERCADOLIBRE INC MELI 58733R102 $3.6M 0.51% 2,143 SH
38 VANGUARD INDEX FDS VB 922908751 $3.5M 0.49% 11,508 SH
39 AMERICAN CENTY ETF TR AVUV 025072877 $3.5M 0.48% 27,854 SH
40 META PLATFORMS INC META 30303M102 $3.3M 0.46% 5,850 SH
41 ALPHABET INC GOOG 02079K107 $3.2M 0.45% 9,175 SH
42 ASML HLDG NV ASML N07059210 $3.2M 0.44% 1,603 SH
43 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $3.0M 0.42% 59,533 SH
44 AMERICAN CENTY ETF TR AVUS 025072885 $3.0M 0.42% 23,403 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $3.0M 0.42% 4 SH
46 FIDELITY MERRIMACK STR TR FBND 316188309 $3.0M 0.41% 64,811 SH
47 WALMART INC WMT 931142103 $2.9M 0.41% 25,809 SH
48 DIMENSIONAL ETF TRUST DFUS 25434V401 $2.9M 0.40% 35,109 SH
49 SERVICENOW INC NOW 81762P102 $2.8M 0.40% 28,524 SH
50 ISHARES TR IYW 464287721 $2.7M 0.38% 10,702 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $716.9M 251 0001858782-26-000008
2026-03-31 2026-04-28 $588.0M 240 0001858782-26-000004
2025-12-31 2026-01-12 $588.9M 222 0001858782-26-000002
Filer Information
Address
6136 NIEMAN RD.
SHAWNEE, KS 66203
Phone
(913) 991-8471
Filing Manager
Canvas Wealth Advisors, LLC
SHAWNEE, KS
Signatory
Drew Waldron
CCO