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
CWT
California Water Service Group

Utilities
2.43K
+ 11.77%
$44.38 - $49.86 $108K - $121K
23.1K $1.06M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
821
+ 8.09%
$87.33 - $94.14 $71.7K - $77.3K
11K $987K
MRTN
Marten Transport LTD

Industrials
14.3K
+ 23.13%
$9.72 - $11.06 $139K - $159K
76.4K $742K
PG
Procter & Gamble CO

Consumer Defensive
642
+ 35.79%
$145.5 - $153.18 $93.4K - $98.3K
2.44K $355K
CAT
Caterpillar Inc

Industrials
7
+ 0.69%
$480.82 - $585.49 $3.37K - $4.1K
1.03K $566K
NEE
Nextera Energy Inc

Utilities
357
+ 8.64%
$78.18 - $86.03 $27.9K - $30.7K
4.49K $384K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.67K
+ 11.02%
$31.28 - $33.46 $52.1K - $55.8K
16.8K $555K
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 5.87%
$653.02 - $687.39 $69.2K - $72.9K
1.91K $1.27M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.52K
+ 13.81%
$37.61 - $39.41 $57.2K - $59.9K
12.5K $483K
HOLX
Hologic Inc

Healthcare
437
+ 11.85%
$65.51 - $74.6 $28.6K - $32.6K
4.13K $305K
XOM
Exxon Mobil Corp

Energy
271
+ 6.09%
$110.64 - $119.78 $30K - $32.5K
4.72K $555K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
132
+ 3.63%
$280.66 - $305.09 $37K - $40.3K
3.77K $1.06M
DFAI
Dimensional ETF Tr

ETFs
967
+ 7.37%
$35.82 - $37.52 $34.6K - $36.3K
14.1K $522K
VTI
Vanguard Total Stock Market Et

ETFs
72
+ 0.65%
$321.8 - $337.95 $23.2K - $24.3K
11.2K $3.7M
EFG
Msci Eafe Growth ETF

ETFs
262
+ 2.73%
$112.91 - $117.61 $29.6K - $30.8K
9.85K $1.13M
SJW
Sjw Group

Utilities
621
+ 6.14%
N/A
10.7K $556K
APH
Amphenol Corp

Technology
70
+ 3.52%
$121.7 - $143.85 $8.52K - $10.1K
2.06K $275K
PEP
Pepsico Inc

Consumer Defensive
37
+ 1.37%
$138.84 - $153.71 $5.14K - $5.69K
2.73K $404K
F
Ford Motor CO

Consumer Cyclical
369
+ 3.06%
$11.41 - $13.84 $4.21K - $5.11K
12.4K $164K
RTX
Raytheon Technologies Corp

Industrials
27
+ 1.61%
$157.0 - $179.44 $4.24K - $4.84K
1.71K $300K
AVLV
American Centy ETF Tr Avantis
226
+ 5.74%
$70.14 - $73.74 $15.9K - $16.7K
4.16K $302K
DFAS
Dimensional ETF Tr U S Small C

ETFs
317
+ 6.48%
$66.04 - $69.67 $20.9K - $22.1K
5.21K $349K
GE
General Electric CO

Industrials
49
+ 3.95%
$291.49 - $314.28 $14.3K - $15.4K
1.29K $386K
PFE
Pfizer Inc

Healthcare
686
+ 6.93%
$24.23 - $27.37 $16.6K - $18.8K
10.6K $265K
EPD
Enterprise Products Partners L.P.

Energy
113
+ 1.38%
$30.19 - $32.26 $3.41K - $3.65K
8.29K $267K
DE
Deere & CO

Industrials
7
+ 1.61%
$439.11 - $480.78 $3.07K - $3.37K
441 $209K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
150
+ 2.08%
$78.65 - $79.19 $11.8K - $11.9K
7.35K $578K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
3
+ 0.36%
$256.75 - $275.06 $770 - $825
839 $226K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
380
+ 1.77%
$11.57 - $12.09 $4.4K - $4.59K
21.9K $261K
VBK
Vanguard Small Cap Growth ETF

ETFs
120
+ 2.64%
$291.71 - $309.36 $35K - $37.1K
4.67K $1.36M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
554
+ 1.53%
$10.84 - $11.07 $6.01K - $6.13K
36.7K $402K
TJX
Tjx Companies Inc

Consumer Cyclical
17
+ 0.89%
$138.56 - $147.63 $2.36K - $2.51K
1.92K $281K
JEPI
J P Morgan Exchange Traded Fd

ETFs
122
+ 1.38%
$56.0 - $57.6 $6.83K - $7.03K
8.99K $510K
WERN
Werner Enterprises Inc

Industrials
1.75K
+ 8.79%
$24.35 - $29.0 $42.5K - $50.7K
21.6K $526K
IEMG
Ishares Inc

ETFs
54
+ 0.31%
N/A
17.3K $926K
CFFN
Capitol Federal Financial, Inc.

Financial Services
220
+ 1.32%
$6.02 - $6.44 $1.32K - $1.42K
16.9K $106K
Goldman Sachs ETF Tr
50
+ 1.18%
N/A
4.3K $0
Solventum Corp
150
+ 2.08%
N/A
7.37K $0
AVGE
American Centy ETF Tr Avantis
388
+ 10.9%
N/A
3.95K $0
Ea Series Trust
750
+ 9.26%
N/A
8.85K $0
Aspen Insurance Holdings LTD
4.29K
+ 36.75%
N/A
16K $0
Dimensional ETF Trust
1.2K
+ 12.13%
N/A
11.1K $0
Blackrock ETF Trust Ii
29.8K
+ 44.94%
N/A
96.1K $0
Exchange Listed Fds Tr
12.4K
New
N/A
12.4K $0
Brookfield Corp
1.48K
+ 46.2%
N/A
4.68K $0
Goldman Sachs ETF Tr
704
+ 6.25%
N/A
12K $0
Kenvue Inc
26.2K
+ 190.09%
N/A
40K $0
Ishares Bitcoin Trust ETF
4.07K
New
N/A
4.07K $0
Lam Research Corp
103
+ 4.22%
N/A
2.54K $0
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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