Canvas Wealth Advisors, LLC Purchases in Q4 2025

Canvas Wealth Advisors, LLC

  • $576 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CTOS
Custom Truck One Source, Inc.

Industrials
2.3M
+ 48.53%
$5.74 - $6.74 $13.2M - $15.5M
7.05M $40.8M
NOW
Service Now, Inc.

Technology
12.4K
+ 1995.0%
$835.79 - $946.29 $10.3M - $11.7M
13K $10.9M
AMZN
Amazon Com Inc

Consumer Cyclical
7.49K
+ 9.16%
$213.04 - $254.0 $1.6M - $1.9M
89.3K $21M
HOOD
Robinhood Markets, Inc.

Technology
24.2K
+ 1495.0%
$121.53 - $152.46 $2.95M - $3.69M
25.9K $3.17M
DFUS
Dimensional ETF Tr U S Equity

ETFs
32.3K
+ 79.69%
$71.0 - $74.64 $2.29M - $2.41M
72.9K $5.31M
BUSE
First Busey Corp

Financial Services
71.5K
New
$22.19 - $23.75 $1.59M - $1.7M
71.5K $1.66M
AVAV
Aero Vironment Inc

Industrials
4.55K
+ 706.05%
$291.21 - $409.83 $1.33M - $1.87M
5.2K $1.51M
PANW
Palo Alto Networks Inc

Technology
5.49K
+ 14.03%
$204.77 - $221.38 $1.12M - $1.22M
44.6K $9.16M
CLX
Clorox CO

Consumer Defensive
16.4K
+ 47.23%
$103.68 - $123.19 $1.7M - $2.02M
51.2K $5.31M
VNQ
Vanguard Specialized Funds Van

ETFs
10.7K
New
$88.13 - $92.69 $939K - $988K
10.7K $954K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.7K
+ 86.08%
$50.85 - $51.0 $645K - $646K
27.4K $1.4M
XLK
Technology Sector Spdr

ETFs
2.23K
New
$278.39 - $304.13 $621K - $679K
2.23K $643K
IVV
Ishares Core S&P 500 ETF

ETFs
632
+ 2.2%
$656.2 - $690.71 $415K - $437K
29.4K $19.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.79K
+ 1.64%
$142.79 - $150.05 $399K - $419K
173K $25.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
104
+ 1.06%
$482.23 - $557.53 $50.2K - $58K
9.94K $5.34M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11K
+ 20.28%
$46.2 - $46.85 $509K - $516K
65.3K $3.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.98K
+ 18.09%
$50.57 - $50.77 $505K - $507K
65.2K $3.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.74K
+ 9.34%
$99.87 - $101.27 $473K - $480K
55.4K $5.54M
WMT
Walmart Inc.

Consumer Defensive
4.33K
+ 19.8%
$101.18 - $109.03 $438K - $472K
26.2K $2.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
659
+ 4.93%
$475.68 - $513.11 $313K - $338K
14K $7.13M
LLY
Eli Lilly & CO

Healthcare
52
+ 3.77%
$799.57 - $1025.28 $41.6K - $53.3K
1.43K $1.46M
AVEM
American Centy ETF Tr Avantis

ETFs
3.72K
+ 8.51%
$73.09 - $78.36 $272K - $292K
47.5K $3.68M
JPM
Jpmorgan Chase & CO

Financial Services
1.86K
+ 14.64%
$294.11 - $320.41 $547K - $596K
14.6K $4.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
450
+ 2.78%
$600.51 - $631.95 $270K - $284K
16.6K $10.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.83K
+ 57.34%
$63.25 - $66.24 $369K - $386K
16K $1.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.32K
+ 3.22%
$98.0 - $102.56 $228K - $238K
74.5K $7.55M
ATR
Aptargroup, Inc.

Healthcare
2.81K
New
$113.12 - $134.14 $317K - $376K
2.81K $332K
COST
Costco Wholesale Corp

Consumer Defensive
342
+ 19.37%
$910.94 - $954.99 $312K - $327K
2.11K $1.92M
MSFT
Microsoft Corp

Technology
1.84K
+ 2.94%
$496.82 - $542.07 $912K - $995K
64.2K $32.6M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.22K
+ 2.01%
$127.15 - $133.03 $283K - $296K
113K $14.6M
MRK
Merck & Co., Inc.

Healthcare
2.81K
New
$82.49 - $92.93 $232K - $261K
2.81K $260K
CAH
Cardinal Health Inc

Healthcare
1.22K
New
$153.27 - $206.06 $187K - $251K
1.22K $250K
APO
Apollo Global Management, Inc.

Financial Services
1.91K
New
$118.22 - $133.75 $226K - $255K
1.91K $249K
RE
Everest Re Group LTD

Financial Services
663
New
N/A
663 $245K
ISRG
Intuitive Surgical Inc

Healthcare
445
New
$429.59 - $576.2 $191K - $256K
445 $243K
XLP
Consumer Staples Sector Spdr

ETFs
3.19K
New
N/A
3.19K $242K
IEFA
Ishares Tr

ETFs
1.53K
+ 2.61%
$86.09 - $89.88 $132K - $138K
60.3K $5.36M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.14K
+ 5.59%
$72.17 - $75.74 $154K - $162K
40.4K $3.03M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.8K
+ 84.58%
$126.28 - $138.0 $228K - $249K
3.94K $515K
LNN
Lindsay Corp

Industrials
1.97K
New
$109.48 - $141.82 $216K - $280K
1.97K $216K
AEP
American Electric Power CO Inc

Utilities
1.78K
New
$112.75 - $122.73 $201K - $218K
1.78K $215K
MELI
Mercadolibre Inc

Consumer Cyclical
290
+ 21.99%
$2024.98 - $2360.76 $587K - $685K
1.61K $3.3M
MAR
Marriott International Inc

Consumer Cyclical
700
New
$259.04 - $291.9 $181K - $204K
700 $200K
CB
Chubb LTD

Financial Services
677
New
$268.2 - $296.22 $182K - $201K
677 $200K
PLD
Prologis, Inc.

Real Estate
1.59K
New
$111.23 - $127.18 $177K - $202K
1.59K $196K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
2.73K
New
$69.23 - $72.13 $189K - $197K
2.73K $193K
IWD
Ishares Russell 1000 Val ETF

ETFs
775
+ 13.58%
$199.44 - $208.01 $155K - $161K
6.48K $1.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.69K
+ 49.69%
$76.84 - $80.86 $130K - $137K
5.1K $402K
KO
Coca Cola CO

Consumer Defensive
1.54K
+ 45.17%
$66.1 - $71.61 $102K - $110K
4.94K $349K
Activity Summary
Buys All Purchases 113 New Holdings 18 Increased Positions 95 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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