Canvas Wealth Advisors, LLC Incresed Positions 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
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
AVDE
American Centy ETF Tr Avantis

ETFs
8.87K
+ 6.1%
$77.65 - $81.2 $689K - $721K
154K $12.4M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
12.7K
+ 86.08%
$50.85 - $51.0 $645K - $646K
27.4K $1.4M
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
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
IEFA
Ishares Tr

ETFs
1.53K
+ 2.61%
$86.09 - $89.88 $132K - $138K
60.3K $5.36M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.8K
+ 84.58%
$126.28 - $138.0 $228K - $249K
3.94K $515K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.14K
+ 5.59%
$72.17 - $75.74 $154K - $162K
40.4K $3.03M
MELI
Mercadolibre Inc

Consumer Cyclical
290
+ 21.99%
$2024.98 - $2360.76 $587K - $685K
1.61K $3.3M
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
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
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.47K
+ 15.95%
$32.24 - $33.72 $47.5K - $49.7K
10.7K $357K
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
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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email