The Analysis of Canvas Wealth Advisors, LLC's Holdings
Currently, Canvas Wealth Advisors, LLC holds 222 types of securities in its portfolio with a total value $588.9M. In the most recent quarter, they have increased their positions in CTOS (+2.3M shares, valued at $13.3M), HOOD (+24.2K shares, valued at $2.7M), DFUS (+32.3K shares, valued at $2.4M); decreased their positions in FELC (-76.8K shares, valued at $2.9M), PLTR (-8.7K shares, valued at $1.6M), AMD (-6.0K shares, valued at $1.3M); initiated new positions in BUSE (+71.5K shares, valued at $1.7M), VNQ (+10.7K shares, valued at $942.8K), ATR (+2.8K shares, valued at $342.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CTOS CUSTOM TRUCK ONE SOURCE INC7.1M shares48.53%2025-12-312026-01-12
ALPHABET INC ALPHABET INC118.9K shares-0.91%2025-12-312026-01-12 MSFT MICROSOFT CORP64.2K shares2.94%2025-12-312026-01-12 AAPL APPLE INC106.1K shares-1.03%2025-12-312026-01-12 ITOT ISHARES TR173.2K shares1.64%2025-12-312026-01-12 NVDA NVIDIA CORPORATION120.2K shares-1.79%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC116.5K shares-6.97%2025-12-312026-01-12 AMZN AMAZON COM INC89.3K shares9.16%2025-12-312026-01-12 IVV ISHARES TR29.4K shares2.20%2025-12-312026-01-12 TSLA TESLA INC43.1K shares4.65%2025-12-312026-01-12 IUSG ISHARES TR101.0K shares-0.29%2025-12-312026-01-12 UBER UBER TECHNOLOGIES INC189.8K shares2.29%2025-12-312026-01-12 GSLC GOLDMAN SACHS ETF TR112.5K shares2.01%2025-12-312026-01-12 AVDE AMERICAN CENTY ETF TR154.3K shares6.10%2025-12-312026-01-12 AMD ADVANCED MICRO DEVICES INC52.9K shares-10.24%2025-12-312026-01-12 IJR ISHARES TR93.4K shares1.26%2025-12-312026-01-12 SCHD SCHWAB STRATEGIC TR405.3K shares-1.26%2025-12-312026-01-12 PANW PALO ALTO NETWORKS INC44.6K shares14.03%2025-12-312026-01-12 IUSV ISHARES TR74.5K shares3.22%2025-12-312026-01-12 AGG ISHARES TR55.4K shares9.34%2025-12-312026-01-12 DFUS DIMENSIONAL ETF TRUST72.9K shares79.69%2025-12-312026-01-12 IEFA ISHARES TR60.3K shares2.61%2025-12-312026-01-12 CLX CLOROX CO DEL51.2K shares47.23%2025-12-312026-01-12 BINC BLACKROCK ETF TRUST II96.1K shares44.94%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.14.6K shares14.64%2025-12-312026-01-12 CRWD CROWDSTRIKE HLDGS INC9.9K shares1.06%2025-12-312026-01-12 MMM 3M CO28.2K shares-3.33%2025-12-312026-01-12 VUG VANGUARD INDEX FDS8.1K shares-3.17%2025-12-312026-01-12 AVUS AMERICAN CENTY ETF TR34.7K shares-2.14%2025-12-312026-01-12 VTI VANGUARD INDEX FDS11.2K shares0.65%2025-12-312026-01-12 AVEM AMERICAN CENTY ETF TR47.5K shares8.51%2025-12-312026-01-12 ALPHABET INC ALPHABET INC11.0K shares-0.84%2025-12-312026-01-12 BROADCOM INC BROADCOM INC10.0K shares-2.82%2025-12-312026-01-12 META META PLATFORMS INC5.1K shares17.17%2025-12-312026-01-12 JPST J P MORGAN EXCHANGE TRADED F65.2K shares18.09%2025-12-312026-01-12 MELI MERCADOLIBRE INC1.6K shares21.99%2025-12-312026-01-12 VB VANGUARD INDEX FDS11.9K shares-0.22%2025-12-312026-01-12 VXUS VANGUARD STAR FDS40.4K shares5.59%2025-12-312026-01-12 FBND FIDELITY MERRIMACK STR TR65.3K shares20.28%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-12-312026-01-12 WMT WALMART INC26.2K shares19.80%2025-12-312026-01-12 HOOD ROBINHOOD MKTS INC25.9K shares1495.00%2025-12-312026-01-12 AVUV AMERICAN CENTY ETF TR27.1K shares-6.35%2025-12-312026-01-12 NKE NIKE INC40.6K shares2.66%2025-12-312026-01-12 MUB ISHARES TR20.6K shares-2.71%2025-12-312026-01-12 IYW ISHARES TR10.7K shares0.00%2025-12-312026-01-12 ASML ASML HOLDING N V2.0K shares-12.07%2025-12-312026-01-12 NOW SERVICENOW INC13.0K shares1995.00%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW2.1K shares19.37%2025-12-312026-01-12 BUSE FIRST BUSEY CORP71.5K sharesnew addition2025-12-312026-01-12 VTV VANGUARD INDEX FDS8.9K shares-27.78%2025-12-312026-01-12 FENI FIDELITY COVINGTON TRUST46.2K shares-10.89%2025-12-312026-01-12 LLY ELI LILLY & CO1.4K shares3.77%2025-12-312026-01-12 VBK VANGUARD INDEX FDS4.7K shares2.64%2025-12-312026-01-12 JMST J P MORGAN EXCHANGE TRADED F27.4K shares86.08%2025-12-312026-01-12 SHYG ISHARES TR32.3K shares-2.44%2025-12-312026-01-12 IWD ISHARES TR6.5K shares13.58%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS21.8K shares-1.71%2025-12-312026-01-12 SHOP SHOPIFY INC8.4K shares1.17%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR1.9K shares5.87%2025-12-312026-01-12 AVAV AEROVIRONMENT INC5.2K shares706.05%2025-12-312026-01-12 FESM FIDELITY COVINGTON TRUST31.3K shares-4.19%2025-12-312026-01-12 IEMG ISHARES INC17.3K shares0.31%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR MFG LTD3.8K shares3.63%2025-12-312026-01-12 EFG ISHARES TR9.8K shares2.73%2025-12-312026-01-12 MCD MCDONALDS CORP3.5K shares-1.67%2025-12-312026-01-12 IJH ISHARES TR16.0K shares57.34%2025-12-312026-01-12 BOXX EA SERIES TRUST8.8K shares9.26%2025-12-312026-01-12 ONEQ FIDELITY COMWLTH TR11.0K shares8.09%2025-12-312026-01-12 CWT CALIFORNIA WTR SVC GROUP23.1K shares11.77%2025-12-312026-01-12 VNQ VANGUARD INDEX FDS10.7K sharesnew addition2025-12-312026-01-12 MA MASTERCARD INCORPORATED1.6K shares-3.69%2025-12-312026-01-12 PWR QUANTA SVCS INC2.2K shares-6.80%2025-12-312026-01-12 SCHW SCHWAB CHARLES CORP8.9K shares-1.37%2025-12-312026-01-12 AVIV AMERICAN CENTY ETF TR12.4K shares-0.58%2025-12-312026-01-12 FEMR FIDELITY COVINGTON TRUST27.0K shares-9.36%2025-12-312026-01-12 FBTC FIDELITY WISE ORIGIN BITCOIN11.4K shares-9.22%2025-12-312026-01-12 MRTN MARTEN TRANS LTD76.4K shares23.13%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON3.9K shares-4.77%2025-12-312026-01-12 HD HOME DEPOT INC2.3K shares-9.51%2025-12-312026-01-12 ORCL ORACLE CORP4.1K shares-2.20%2025-12-312026-01-12 BAC BANK AMERICA CORP13.3K shares-3.93%2025-12-312026-01-12 KMB KIMBERLY-CLARK CORP7.1K shares-17.72%2025-12-312026-01-12 JAAA JANUS DETROIT STR TR14.3K shares0.00%2025-12-312026-01-12 SHM SPDR SERIES TRUST14.8K shares-5.82%2025-12-312026-01-12 SPDW SPDR INDEX SHS FDS15.6K shares0.00%2025-12-312026-01-12 KVUE KENVUE INC40.0K shares190.09%2025-12-312026-01-12 WERN WERNER ENTERPRISES INC21.6K shares8.79%2025-12-312026-01-12 SYK STRYKER CORPORATION1.8K shares-1.28%2025-12-312026-01-12 VBR VANGUARD INDEX FDS3.0K shares-28.18%2025-12-312026-01-12 ET ENERGY TRANSFER L P38.6K shares0.00%2025-12-312026-01-12 GPIX GOLDMAN SACHS ETF TR12.0K shares6.25%2025-12-312026-01-12 SE SEA LTD4.9K shares-3.80%2025-12-312026-01-12 FSLR FIRST SOLAR INC2.4K shares-17.20%2025-12-312026-01-12 V VISA INC1.7K shares-7.57%2025-12-312026-01-12 VONV VANGUARD SCOTTSDALE FDS6.6K shares0.00%2025-12-312026-01-12 EL LAUDER ESTEE COS INC5.8K shares-51.78%2025-12-312026-01-12 SMH VANECK ETF TRUST1.7K shares-2.61%2025-12-312026-01-12 AHL ASPEN INSURANCE HOLDINGS LTD16.0K shares36.75%2025-12-312026-01-12 NFLX NETFLIX INC6.3K shares520.77%2025-12-312026-01-12 CAT CATERPILLAR INC1.0K shares0.69%2025-12-312026-01-12 SOLV SOLVENTUM CORP7.4K shares2.08%2025-12-312026-01-12 HYMB SPDR SERIES TRUST23.3K shares-5.35%2025-12-312026-01-12 BSV VANGUARD BD INDEX FDS7.3K shares2.08%2025-12-312026-01-12 IYC ISHARES TR5.6K shares0.00%2025-12-312026-01-12 XOM EXXON MOBIL CORP4.7K shares6.09%2025-12-312026-01-12 MGK VANGUARD WORLD FD1.4K shares0.00%2025-12-312026-01-12 DFEM DIMENSIONAL ETF TRUST16.8K shares11.02%2025-12-312026-01-12 IVW ISHARES TR4.5K shares-1.25%2025-12-312026-01-12 FBCG FIDELITY COVINGTON TRUST10.1K shares0.20%2025-12-312026-01-12 MAA MID-AMER APT CMNTYS INC3.9K shares84.58%2025-12-312026-01-12 CSCO CISCO SYS INC7.1K shares-11.78%2025-12-312026-01-12 DFAI DIMENSIONAL ETF TRUST14.1K shares7.37%2025-12-312026-01-12 HTO H2O AMERICA10.7K shares6.14%2025-12-312026-01-12 JEPI J P MORGAN EXCHANGE TRADED F9.0K shares1.38%2025-12-312026-01-12 ABBV ABBVIE INC2.3K shares-9.30%2025-12-312026-01-12 LQD ISHARES TR4.5K shares0.00%2025-12-312026-01-12 INTU INTUIT756 shares0.53%2025-12-312026-01-12 DFAC DIMENSIONAL ETF TRUST12.5K shares13.81%2025-12-312026-01-12 TMO THERMO FISHER SCIENTIFIC INC778 shares-31.03%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS1.5K shares-2.87%2025-12-312026-01-12 SPYM SPDR SERIES TRUST5.1K shares49.69%2025-12-312026-01-12 NTRS NORTHERN TR CORP3.0K shares-21.98%2025-12-312026-01-12 QIAGEN NV QIAGEN NV9.0K shares67.78%2025-12-312026-01-12 VO VANGUARD INDEX FDS1.4K shares-1.41%2025-12-312026-01-12 FNDF SCHWAB STRATEGIC TR8.9K shares0.00%2025-12-312026-01-12 BYM BLACKROCK MUN INCOME QUALITY36.7K shares1.53%2025-12-312026-01-12 NHYM NUSHARES ETF TR16.0K shares0.00%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE1.3K shares3.95%2025-12-312026-01-12 PEP PEPSICO INC2.7K shares1.37%2025-12-312026-01-12 CVX CHEVRON CORP NEW2.5K shares-14.89%2025-12-312026-01-12 DFLV DIMENSIONAL ETF TRUST11.1K shares12.13%2025-12-312026-01-12 MS MORGAN STANLEY2.1K shares-1.71%2025-12-312026-01-12 DFIC DIMENSIONAL ETF TRUST10.7K shares15.95%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST5.2K shares6.48%2025-12-312026-01-12 NEE NEXTERA ENERGY INC4.5K shares8.64%2025-12-312026-01-12 TTWO TAKE-TWO INTERACTIVE SOFTWAR1.4K shares-9.05%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO2.4K shares35.79%2025-12-312026-01-12 KO COCA COLA CO4.9K shares45.17%2025-12-312026-01-12 ATR APTARGROUP INC2.8K sharesnew addition2025-12-312026-01-12 AVGE AMERICAN CENTY ETF TR3.9K shares10.90%2025-12-312026-01-12 GL GLOBE LIFE INC2.4K shares-4.77%2025-12-312026-01-12 LPRE EXCHANGE LISTED FDS TR12.4K sharesnew addition2025-12-312026-01-12 ORLY OREILLY AUTOMOTIVE INC3.6K shares-0.53%2025-12-312026-01-12 XLK SELECT SECTOR SPDR TR2.2K sharesnew addition2025-12-312026-01-12 VHT VANGUARD WORLD FD1.1K shares0.00%2025-12-312026-01-12 SPGI S&P GLOBAL INC608 shares-0.49%2025-12-312026-01-12 MU MICRON TECHNOLOGY INC1.1K shares-12.07%2025-12-312026-01-12 AVLV AMERICAN CENTY ETF TR4.2K shares5.74%2025-12-312026-01-12 RTX RTX CORPORATION1.7K shares1.61%2025-12-312026-01-12 VIG VANGUARD SPECIALIZED FUNDS1.4K shares-11.77%2025-12-312026-01-12 SPMD SPDR SERIES TRUST5.3K shares-0.89%2025-12-312026-01-12 FELC FIDELITY COVINGTON TRUST8.1K shares-90.51%2025-12-312026-01-12 HOLX HOLOGIC INC4.1K shares11.85%2025-12-312026-01-12 AXP AMERICAN EXPRESS CO825 shares-1.08%2025-12-312026-01-12 TMUS T-MOBILE US INC1.5K shares-2.25%2025-12-312026-01-12 NU NU HLDGS LTD17.8K shares-6.49%2025-12-312026-01-12 MERCK & CO INC MERCK & CO INC2.8K sharesnew addition2025-12-312026-01-12 TJX TJX COS INC NEW1.9K shares0.89%2025-12-312026-01-12 BDX BECTON DICKINSON & CO1.5K shares-18.57%2025-12-312026-01-12 PB PROSPERITY BANCSHARES INC4.2K shares0.00%2025-12-312026-01-12 WFC WELLS FARGO CO NEW3.1K shares-1.34%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS INC6.9K shares-14.11%2025-12-312026-01-12 TRV TRAVELERS COMPANIES INC965 shares-3.88%2025-12-312026-01-12 IWM ISHARES TR1.1K shares-6.35%2025-12-312026-01-12 APH AMPHENOL CORP NEW2.1K shares3.52%2025-12-312026-01-12 CRM SALESFORCE INC1.0K shares0.00%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC816 shares-18.64%2025-12-312026-01-12 EMLP FIRST TR EXCHANGE-TRADED FD7.0K shares0.00%2025-12-312026-01-12 EPD ENTERPRISE PRODS PARTNERS L8.3K shares1.38%2025-12-312026-01-12 PFE PFIZER INC10.6K shares6.93%2025-12-312026-01-12 NAD NUVEEN QUALITY MUNCP INCOME21.9K shares1.77%2025-12-312026-01-12 VWO VANGUARD INTL EQUITY INDEX F4.8K shares-2.10%2025-12-312026-01-12 IVE ISHARES TR1.2K shares-0.33%2025-12-312026-01-12 PNC PNC FINL SVCS GROUP INC1.2K shares-0.81%2025-12-312026-01-12 ISRG INTUITIVE SURGICAL INC445 sharesnew addition2025-12-312026-01-12 VGT VANGUARD WORLD FD334 shares-6.44%2025-12-312026-01-12 CAH CARDINAL HEALTH INC1.2K sharesnew addition2025-12-312026-01-12 TDG TRANSDIGM GROUP INC188 shares-0.53%2025-12-312026-01-12 VV VANGUARD INDEX FDS794 shares-16.95%2025-12-312026-01-12 MLM MARTIN MARIETTA MATLS INC401 shares1.78%2025-12-312026-01-12 XLP SELECT SECTOR SPDR TR3.2K sharesnew addition2025-12-312026-01-12 DFAX DIMENSIONAL ETF TRUST7.5K shares0.00%2025-12-312026-01-12 SCHF SCHWAB STRATEGIC TR10.1K shares-4.94%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC1.5K shares-14.01%2025-12-312026-01-12 FNDC SCHWAB STRATEGIC TR5.4K shares0.00%2025-12-312026-01-12 HSIC HENRY SCHEIN INC3.2K shares-0.62%2025-12-312026-01-12 HLT HILTON WORLDWIDE HLDGS INC839 shares0.36%2025-12-312026-01-12 MO ALTRIA GROUP INC4.1K shares-12.21%2025-12-312026-01-12 AMAT APPLIED MATLS INC924 shares-36.58%2025-12-312026-01-12 KKR & CO INC KKR & CO INC1.9K shares-2.52%2025-12-312026-01-12 LNN LINDSAY CORP2.0K sharesnew addition2025-12-312026-01-12 EFA ISHARES TR2.4K shares-0.74%2025-12-312026-01-12 GPIQ GOLDMAN SACHS ETF TR4.3K shares1.18%2025-12-312026-01-12 EG EVEREST GROUP LTD663 sharesnew addition2025-12-312026-01-12 MAR MARRIOTT INTL INC NEW700 sharesnew addition2025-12-312026-01-12 BN BROOKFIELD CORP4.7K shares46.20%2025-12-312026-01-12 DEO DIAGEO PLC2.5K shares-39.51%2025-12-312026-01-12 CB CHUBB LIMITED677 sharesnew addition2025-12-312026-01-12 DE DEERE & CO441 shares1.61%2025-12-312026-01-12 AEP AMERICAN ELEC PWR CO INC1.8K sharesnew addition2025-12-312026-01-12 PLD PROLOGIS INC.1.6K sharesnew addition2025-12-312026-01-12 IBIT ISHARES BITCOIN TRUST ETF4.1K sharesnew addition2025-12-312026-01-12 DHI D R HORTON INC1.4K shares1.74%2025-12-312026-01-12 SCHM SCHWAB STRATEGIC TR6.7K shares0.00%2025-12-312026-01-12 VCIT VANGUARD SCOTTSDALE FDS2.4K shares0.00%2025-12-312026-01-12 BBEU J P MORGAN EXCHANGE TRADED F2.7K sharesnew addition2025-12-312026-01-12 NGL NGL ENERGY PARTNERS LP20.0K shares0.00%2025-12-312026-01-12 F FORD MTR CO12.4K shares3.06%2025-12-312026-01-12 TNGY TORTOISE CAPITAL SERIES TRUS13.9K shares0.00%2025-12-312026-01-12 CFFN CAPITOL FED FINL INC16.9K shares1.32%2025-12-312026-01-12 SLQT SELECTQUOTE INC15.0K shares0.00%2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available