Canvas Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Canvas Wealth Advisors, Llc disclosed 251 stock positions valued at approximately $716.87M as of quarter-end June 30, 2026. The largest holdings include CUSTOM TRUCK ONE SOURCE INC, ALPHABET INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 251
- Portfolio Value
- $716.87M
Holdings by Sector
Canvas Wealth Advisors, Llc Portfolio Holdings in Q2 2026
243 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CUSTOM TRUCK ONE SOURCE INC | CTOS | Industrials | 9.86% | 5,982,649 | -1,036,877 | -14.77% | $70,655,085 |
| ALPHABET INC | GOOGL | Communication Services | 5.70% | 114,270 | -2,788 | -2.38% | $40,836,502 |
| ISHARES TR | ITOT | Other | 4.41% | 192,444 | +7,220 | +3.90% | $31,612,767 |
| APPLE INC | AAPL | Technology | 4.31% | 106,892 | +1,372 | +1.30% | $30,930,378 |
| MICROSOFT CORP | MSFT | Technology | 4.29% | 82,424 | +9,568 | +13.13% | $30,745,666 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.02% | 120,898 | +9,214 | +8.25% | $28,814,922 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.26% | 40,261 | -10,547 | -20.76% | $23,387,861 |
| NVIDIA CORPORATION | NVDA | Technology | 3.21% | 115,127 | -6,613 | -5.43% | $23,035,680 |
| ISHARES TR | IUSG | Other | 2.66% | 101,556 | +2,156 | +2.17% | $19,101,738 |
| TESLA INC | TSLA | Consumer Cyclical | 2.51% | 42,792 | -2,099 | -4.68% | $17,998,315 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.41% | 239,173 | +39,082 | +19.53% | $17,258,724 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.32% | 48,854 | -6,703 | -12.07% | $16,660,209 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.31% | 185,740 | +8,073 | +4.54% | $16,568,015 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 2.20% | 111,252 | -2,204 | -1.94% | $15,785,563 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.15% | 132,211 | +10,923 | +9.01% | $15,425,090 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.77% | 401,118 | +12,105 | +3.11% | $12,719,440 |
| ISHARES TR | IJR | Other | 1.74% | 84,031 | -7,245 | -7.94% | $12,462,618 |
| VANGUARD INDEX FDS | VOO | Other | 1.54% | 16,122 | -585 | -3.50% | $11,072,472 |
| ISHARES TR | IVV | Other | 1.45% | 13,883 | -1,014 | -6.81% | $10,396,812 |
| CLOROX CO DEL | CLX | Consumer Defensive | 1.25% | 94,026 | +40,989 | +77.28% | $8,973,881 |
| ISHARES TR | IUSV | Other | 1.25% | 81,196 | +4,565 | +5.96% | $8,943,746 |
| AMERICAN CENTY ETF TR | AVLC | Other | 1.15% | 91,889 | +4,449 | +5.09% | $8,266,361 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.12% | 181,125 | +82,655 | +83.94% | $8,034,726 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.09% | 15,609 | +1,059 | +7.28% | $7,810,678 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.96% | 9,010 | -5,097 | -36.13% | $6,875,891 |
| ISHARES TR | AGG | Other | 0.80% | 58,191 | +157 | +0.27% | $5,759,715 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.77% | 57,073 | -1,357 | -2.32% | $5,506,977 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.70% | 15,294 | +806 | +5.56% | $5,006,127 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.67% | 43,463 | +28,291 | +186.47% | $4,823,851 |
| ISHARES TR | IEFA | Other | 0.65% | 48,375 | -940 | -1.91% | $4,672,100 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 11,956 | +14 | +0.12% | $4,424,263 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.60% | 42,697 | +1,888 | +4.63% | $4,281,689 |
| VANGUARD INDEX FDS | VUG | Other | 0.58% | 47,993 | +39,475 | +463.43% | $4,134,141 |
| BROADCOM INC | AVGO | Technology | 0.54% | 10,218 | +74 | +0.73% | $3,859,946 |
| VANGUARD STAR FDS | VXUS | Other | 0.52% | 43,390 | +2,009 | +4.85% | $3,709,384 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.52% | 70,777 | -8,170 | -10.35% | $3,704,451 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.51% | 2,143 | +352 | +19.65% | $3,637,507 |
| VANGUARD INDEX FDS | VB | Other | 0.49% | 11,508 | -412 | -3.46% | $3,488,378 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.48% | 27,854 | -831 | -2.90% | $3,475,048 |
| META PLATFORMS INC | META | Communication Services | 0.46% | 5,850 | +200 | +3.54% | $3,295,202 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 9,175 | -2,072 | -18.42% | $3,241,676 |
| ASML HLDG NV | ASML | Other | 0.44% | 1,603 | -140 | -8.03% | $3,188,682 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.42% | 59,533 | +1,621 | +2.80% | $3,010,599 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.42% | 23,403 | -1,389 | -5.60% | $2,997,454 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.42% | 4 | - | - | $2,995,400 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.41% | 64,811 | -25,757 | -28.44% | $2,960,538 |
| WALMART INC | WMT | Consumer Defensive | 0.41% | 25,809 | -183 | -0.70% | $2,923,133 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.40% | 35,109 | -12,112 | -25.65% | $2,876,847 |
| SERVICENOW INC | NOW | Technology | 0.40% | 28,524 | +10,773 | +60.69% | $2,831,863 |
| ISHARES TR | IYW | Other | 0.38% | 10,702 | - | - | $2,699,365 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.33% | 47,075 | -24,258 | -34.01% | $2,400,825 |
| ISHARES TR | MUB | Other | 0.33% | 21,763 | +1,834 | +9.20% | $2,342,125 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.32% | 60,748 | +22,374 | +58.31% | $2,263,488 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.31% | 13,392 | +4,309 | +47.44% | $2,210,617 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.31% | 7,238 | +5,185 | +252.56% | $2,192,811 |
| SALESFORCE INC | CRM | Technology | 0.29% | 13,416 | +12,397 | +1216.58% | $2,103,445 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.28% | 4,255 | +212 | +5.24% | $2,032,201 |
| VANGUARD INDEX FDS | VTV | Other | 0.28% | 9,207 | +22 | +0.24% | $2,006,427 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.26% | 1,958 | -117 | -5.64% | $1,831,805 |
| PIMCO ETF TR | MINO | Other | 0.25% | 39,250 | -5,595 | -12.48% | $1,796,080 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 1,493 | +59 | +4.11% | $1,790,789 |
| VANGUARD INDEX FDS | VBK | Other | 0.24% | 4,768 | +47 | +1.00% | $1,743,600 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.23% | 39,197 | +8,220 | +26.54% | $1,635,691 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.23% | 39,760 | +9,749 | +32.48% | $1,615,851 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.22% | 40,580 | +9,136 | +29.05% | $1,574,098 |
| ISHARES TR | IWD | Other | 0.22% | 6,480 | - | - | $1,570,946 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.21% | 21,625 | +83 | +0.39% | $1,540,809 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.21% | 1,327 | +128 | +10.68% | $1,531,169 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.21% | 2,035 | -15 | -0.73% | $1,519,788 |
| ISHARES TR | SHYG | Other | 0.21% | 34,663 | +108 | +0.31% | $1,470,040 |
| LAM RESEARCH CORP | LRCX | Other | 0.20% | 3,326 | -89 | -2.61% | $1,442,122 |
| QUANTA SVCS INC | PWR | Industrials | 0.19% | 1,927 | -41 | -2.08% | $1,387,517 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.19% | 17,710 | +952 | +5.68% | $1,371,071 |
| ISHARES TR | EFG | Other | 0.17% | 9,962 | +208 | +2.13% | $1,239,458 |
| EA SERIES TRUST | BOXX | Other | 0.17% | 10,250 | -690 | -6.31% | $1,200,173 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.16% | 13,535 | +7,517 | +124.91% | $1,114,486 |
| PACER FDS TR | COWZ | Other | 0.15% | 17,749 | +1,288 | +7.82% | $1,103,991 |
| VANGUARD INDEX FDS | VV | Other | 0.14% | 3,004 | -477 | -13.70% | $1,033,106 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.14% | 35,505 | +27,664 | +352.81% | $1,028,567 |
| VANGUARD WORLD FD | VGT | Other | 0.14% | 8,168 | +7,148 | +700.78% | $976,239 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.14% | 15,598 | +554 | +3.68% | $968,798 |
| SHOPIFY INC | SHOP | Technology | 0.13% | 8,356 | +93 | +1.13% | $954,088 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.13% | 4,373 | +50 | +1.16% | $930,457 |
| VANGUARD WORLD FD | VDC | Other | 0.13% | 4,095 | +4,095 | +100.00% | $923,382 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.13% | 3,629 | +3 | +0.08% | $921,734 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.12% | 18,694 | +18,694 | +100.00% | $892,655 |
| VANECK ETF TRUST | SMH | Other | 0.12% | 1,361 | -380 | -21.83% | $892,464 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 3,275 | -147 | -4.30% | $885,194 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.12% | 8,430 | +729 | +9.47% | $868,729 |
| NIKE INC | NKE | Consumer Cyclical | 0.12% | 20,535 | -8,039 | -28.13% | $851,464 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 790 | -147 | -15.69% | $841,271 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.12% | 1,633 | -29 | -1.74% | $838,714 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 0.12% | 17,079 | -5,545 | -24.51% | $830,876 |
| 3M CO | MMM | Industrials | 0.12% | 5,100 | -841 | -14.16% | $825,694 |
| ISHARES INC | IEMG | Other | 0.11% | 9,926 | -326 | -3.18% | $822,248 |
| CISCO SYS INC | CSCO | Technology | 0.11% | 6,923 | +167 | +2.47% | $813,176 |
| VANGUARD INDEX FDS | VBR | Other | 0.11% | 3,308 | -126 | -3.67% | $803,801 |
| ISHARES TR | IJH | Other | 0.11% | 10,219 | +60 | +0.59% | $787,987 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.11% | 26,555 | +16 | +0.06% | $783,373 |
| ISHARES TR | LQD | Other | 0.11% | 6,945 | +2,400 | +52.81% | $757,491 |