Canvas Wealth Advisors, Llc Portfolio Stock Holdings
Canvas Wealth Advisors, Llc disclosed 240 stock positions valued at approximately $588.0 million in its latest SEC 13F filing. The largest holdings include CUSTOM TRUCK ONE SOURCE INC, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 240
- Portfolio Value
- $588.0M
Holdings by Sector
Canvas Wealth Advisors, Llc Portfolio Holdings in Q1 2026
232 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 | 7.84% | 7,019,526 | -30,695 | -0.44% | $46,118,286 |
| ALPHABET INC | GOOGL | Communication Services | 5.73% | 117,058 | -1,822 | -1.53% | $33,661,223 |
| MICROSOFT CORP | MSFT | Technology | 4.59% | 72,856 | +8,681 | +13.53% | $26,969,086 |
| APPLE INC | AAPL | Technology | 4.55% | 105,520 | -584 | -0.55% | $26,779,844 |
| ISHARES TR | ITOT | Other | 4.49% | 185,224 | +12,034 | +6.95% | $26,381,476 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.96% | 111,684 | +22,392 | +25.08% | $23,260,508 |
| NVIDIA CORPORATION | NVDA | Technology | 3.61% | 121,740 | +1,563 | +1.30% | $21,232,683 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 3.02% | 121,288 | +4,755 | +4.08% | $17,742,049 |
| TESLA INC | TSLA | Consumer Cyclical | 2.84% | 44,891 | +1,797 | +4.17% | $16,688,229 |
| ISHARES TR | IUSG | Other | 2.62% | 99,400 | -1,556 | -1.54% | $15,417,876 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.56% | 177,667 | +23,353 | +15.13% | $15,073,302 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.45% | 200,091 | +10,243 | +5.40% | $14,392,546 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 2.41% | 113,456 | +920 | +0.82% | $14,196,731 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.03% | 389,013 | -16,320 | -4.03% | $11,934,923 |
| ISHARES TR | IJR | Other | 1.93% | 91,276 | -2,117 | -2.27% | $11,346,555 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.76% | 50,808 | -2,054 | -3.89% | $10,335,774 |
| VANGUARD INDEX FDS | VOO | Other | 1.70% | 16,707 | +86 | +0.52% | $9,983,283 |
| ISHARES TR | IVV | Other | 1.66% | 14,897 | -14,499 | -49.32% | $9,731,119 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.51% | 55,557 | +10,923 | +24.47% | $8,906,906 |
| ISHARES TR | IUSV | Other | 1.33% | 76,631 | +2,163 | +2.90% | $7,835,566 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.19% | 14,550 | +537 | +3.83% | $6,972,207 |
| AMERICAN CENTY ETF TR | AVLC | Other | 1.15% | 87,440 | +87,440 | +100.00% | $6,780,972 |
| ISHARES TR | AGG | Other | 0.98% | 58,034 | +2,590 | +4.67% | $5,761,010 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.94% | 14,107 | +4,172 | +41.99% | $5,507,514 |
| CLOROX CO DEL | CLX | Consumer Defensive | 0.93% | 53,037 | +1,820 | +3.55% | $5,496,181 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.80% | 58,430 | +10,955 | +23.08% | $4,708,261 |
| ISHARES TR | IEFA | Other | 0.76% | 49,315 | -11,026 | -18.27% | $4,464,512 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.72% | 14,488 | -66 | -0.45% | $4,261,738 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.70% | 90,568 | +25,252 | +38.66% | $4,144,309 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.70% | 78,947 | -17,109 | -17.81% | $4,099,718 |
| VANGUARD INDEX FDS | VTI | Other | 0.65% | 11,942 | +725 | +6.46% | $3,831,118 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.65% | 98,470 | +85,941 | +685.94% | $3,826,544 |
| VANGUARD INDEX FDS | VUG | Other | 0.63% | 8,518 | +441 | +5.46% | $3,720,624 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.62% | 71,333 | +43,933 | +160.34% | $3,636,556 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.57% | 47,221 | -25,636 | -35.19% | $3,348,407 |
| WALMART INC | WMT | Consumer Defensive | 0.55% | 25,992 | -222 | -0.85% | $3,236,765 |
| META PLATFORMS INC | META | Communication Services | 0.55% | 5,650 | +545 | +10.68% | $3,232,360 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 11,247 | +245 | +2.23% | $3,226,438 |
| VANGUARD STAR FDS | VXUS | Other | 0.54% | 41,381 | +994 | +2.46% | $3,190,866 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.54% | 28,685 | +1,540 | +5.67% | $3,168,832 |
| BROADCOM INC | AVGO | Technology | 0.53% | 10,144 | +170 | +1.70% | $3,139,690 |
| VANGUARD INDEX FDS | VB | Other | 0.53% | 11,920 | +47 | +0.40% | $3,122,086 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.53% | 1,791 | +182 | +11.31% | $3,096,675 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.50% | 57,912 | -7,243 | -11.12% | $2,930,922 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.49% | 4 | - | - | $2,872,560 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.48% | 40,809 | +14,954 | +57.84% | $2,828,087 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.47% | 24,792 | -9,948 | -28.64% | $2,756,400 |
| ASML HLDG NV | ASML | Other | 0.39% | 1,743 | -253 | -12.68% | $2,301,806 |
| ISHARES TR | MUB | Other | 0.36% | 19,929 | -627 | -3.05% | $2,115,449 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.35% | 2,075 | -33 | -1.57% | $2,067,757 |
| PIMCO ETF TR | MINO | Other | 0.34% | 44,845 | +44,845 | +100.00% | $2,025,649 |
| ISHARES TR | IYW | Other | 0.33% | 10,702 | - | - | $1,941,557 |
| SERVICENOW INC | NOW | Technology | 0.32% | 17,751 | +4,762 | +36.66% | $1,855,867 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 9,185 | +285 | +3.20% | $1,802,183 |
| AEROVIRONMENT INC | AVAV | Industrials | 0.28% | 9,083 | +3,884 | +74.71% | $1,662,567 |
| NIKE INC | NKE | Consumer Cyclical | 0.26% | 28,574 | -11,998 | -29.57% | $1,525,802 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.25% | 15,172 | +8,078 | +113.87% | $1,480,816 |
| ISHARES TR | SHYG | Other | 0.25% | 34,555 | +2,213 | +6.84% | $1,462,009 |
| VANGUARD INDEX FDS | VBK | Other | 0.24% | 4,721 | +54 | +1.16% | $1,427,010 |
| ISHARES TR | IWD | Other | 0.24% | 6,480 | - | - | $1,384,582 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.23% | 21,542 | -219 | -1.01% | $1,380,437 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.23% | 4,043 | +270 | +7.16% | $1,370,081 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 0.23% | 38,374 | +27,667 | +258.40% | $1,363,428 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 2,050 | +139 | +7.27% | $1,333,294 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 1,434 | +2 | +0.14% | $1,318,981 |
| EA SERIES TRUST | BOXX | Other | 0.22% | 10,940 | +2,090 | +23.62% | $1,272,213 |
| AMERICAN CENTY ETF TR | AVIV | Other | 0.21% | 16,758 | +4,355 | +35.11% | $1,253,999 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.21% | 32,196 | +942 | +3.01% | $1,223,453 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.19% | 30,977 | +30,977 | +100.00% | $1,138,715 |
| VANGUARD INDEX FDS | VNQ | Other | 0.19% | 12,743 | +2,089 | +19.61% | $1,130,344 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.19% | 31,444 | +31,444 | +100.00% | $1,101,798 |
| ISHARES TR | EFG | Other | 0.18% | 9,754 | -93 | -0.94% | $1,086,308 |
| QUANTA SVCS INC | PWR | Industrials | 0.18% | 1,968 | -197 | -9.10% | $1,080,471 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 3,422 | -118 | -3.33% | $1,063,421 |
| VANGUARD INDEX FDS | VV | Other | 0.18% | 3,481 | +2,687 | +338.41% | $1,040,297 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.18% | 30,011 | +13,215 | +78.68% | $1,036,880 |
| PACER FDS TR | COWZ | Other | 0.18% | 16,461 | +16,461 | +100.00% | $1,029,800 |
| CALIFORNIA WTR SVC GROUP | CWT | Utilities | 0.17% | 22,624 | -460 | -1.99% | $1,025,775 |
| SHOPIFY INC | SHOP | Technology | 0.17% | 8,263 | -144 | -1.71% | $980,157 |
| MARTEN TRANS LTD | MRTN | Industrials | 0.16% | 73,615 | -2,776 | -3.63% | $966,559 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 3,626 | -245 | -6.33% | $886,413 |
| 3M CO | MMM | Industrials | 0.15% | 5,941 | -22,281 | -78.95% | $862,870 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 4,933 | +210 | +4.45% | $836,897 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.14% | 1,662 | +43 | +2.66% | $830,440 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.14% | 4,323 | -45 | -1.03% | $829,629 |
| SPDR SERIES TRUST | HYMB | Other | 0.13% | 31,289 | +7,952 | +34.07% | $775,960 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.13% | 7,701 | +7,701 | +100.00% | $769,056 |
| FIDELITY COVINGTON TRUST | FBCG | Other | 0.13% | 15,044 | +4,971 | +49.35% | $754,011 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.13% | 2,269 | -54 | -2.32% | $746,330 |
| ENERGY TRANSFER L P | ET | Energy | 0.13% | 38,658 | +64 | +0.17% | $746,107 |
| VANGUARD INDEX FDS | VBR | Other | 0.13% | 3,434 | +406 | +13.41% | $745,945 |
| PIMCO ETF TR | SMMU | Other | 0.13% | 14,740 | +14,740 | +100.00% | $743,633 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.13% | 12,514 | +1,088 | +9.52% | $738,672 |
| LAM RESEARCH CORP | LRCX | Other | 0.12% | 3,415 | +874 | +34.40% | $730,531 |
| ISHARES INC | IEMG | Other | 0.12% | 10,252 | -7,018 | -40.64% | $715,059 |
| VANGUARD WORLD FD | VGT | Other | 0.12% | 1,020 | +686 | +205.39% | $711,731 |
| ISHARES TR | IJH | Other | 0.12% | 10,159 | -5,838 | -36.49% | $686,037 |
| NETFLIX INC. | NFLX | Communication Services | 0.12% | 7,045 | +769 | +12.25% | $677,377 |
| FIRST BUSEY CORP | BUSE | Financial Services | 0.11% | 26,539 | -45,000 | -62.90% | $670,641 |
| VANECK ETF TRUST | SMH | Other | 0.11% | 1,741 | +65 | +3.88% | $667,381 |