Canvas Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1858782 · latest 13F-HR filed 2026-07-10
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, exited 21, added to 142, and trimmed 42.
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.
SHAWNEE, KS 66203
$716.9M
Long-equity book
251
Distinct positions
2026-06-30
Filed 2026-07-10
+32 / −21 / ↑142 / ↓42
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CUSTOM TRUCK ONE SOURCE INC$24.5M +53.2%
- ADVANCED MICRO DEVICES INC$13.1M +126.3%
- PALO ALTO NETWORKS INC$7.8M +87.0%
- ALPHABET INC$7.2M +21.3%
- AMAZON COM INC$5.6M +23.9%
Top Trims
- PALANTIR TECHNOLOGIES INC-$2.3M -13.1%
- J P MORGAN EXCHANGE TRADED F-$1.2M -34.0%
- FIDELITY MERRIMACK STR TR-$1.2M -28.6%
- MARTEN TRANS LTD-$746.7K -77.3%
- NIKE INC-$674.3K -44.2%
New Positions
- SPACE EXPLORATION TECHN CORP$2.6M
- SALESFORCE INC$2.1M
- VANGUARD WORLD FD$923.4K
- DIMENSIONAL ETF TRUST$892.7K
- DIMENSIONAL ETF TRUST$645.3K
Exited Positions
- VANGUARD INDEX FDS$1.1M
- EXXON MOBIL CORP$836.9K
- PIMCO ETF TR$743.6K
- MASIMO CORP$567.6K
- WERNER ENTERPRISES INC$560.5K
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 |
| 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 |