Canvas Wealth Advisors, LLC Portfolio Holdings

Canvas Wealth Advisors, LLC

$576 Million
Q4 2025

Canvas Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $576 Million distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Custom Truck One Source, Inc. with a value of $40.8M, Alphabet Inc. with a value of $32.9M, Microsoft Corp with a value of $32.6M, Apple Inc. with a value of $28.4M, and Ishares Core S&P Total U.S. St with a value of $25.3M.

Examining the 13F form we can see an increase of $45.7M in the current position value, from $530M to 576M.

Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $576 Million

ETFs: $211 Million

Technology: $174 Million

Industrials: $51.5 Million

Consumer Cyclical: $48.4 Million

Communication Services: $40.7 Million

Financial Services: $24 Million

Consumer Defensive: $13 Million

Healthcare: $6.3 Million

Other: $5.22 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$25.3 Million 4.4% of portfolio	173,190	Q4 2025 Added 1.64%
IVV Ishares Core S&P 500 ETF ETFs	$0	$19.9 Million 3.45% of portfolio	29,396	Q4 2025 Added 2.2%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$16.7 Million 2.89% of portfolio	100,956	Q4 2025 Reduced 0.29%
GSLC Goldman Sachs ETF Tr Activebet ETFs	$0	$14.6 Million 2.54% of portfolio	112,536	Q4 2025 Added 2.01%
AVDE American Centy ETF Tr Avantis ETFs	$0	$12.4 Million 2.15% of portfolio	154,314	Q4 2025 Added 6.1%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$11 Million 1.92% of portfolio	405,333	Q4 2025 Reduced 1.26%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$10.9 Million 1.89% of portfolio	93,393	Q4 2025 Added 1.26%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$10.3 Million 1.78% of portfolio	16,621	Q4 2025 Added 2.78%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$7.55 Million 1.31% of portfolio	74,468	Q4 2025 Added 3.22%

AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$5.54 Million 0.96% of portfolio	55,444	Q4 2025 Added 9.34%
IEFA Ishares Tr ETFs	$0	$5.36 Million 0.93% of portfolio	60,341	Q4 2025 Added 2.61%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$5.31 Million 0.92% of portfolio	72,857	Q4 2025 Added 79.69%
VUG Vanguard Growth ETF ETFs	$0	$3.91 Million 0.68% of portfolio	8,077	Q4 2025 Reduced 3.17%
AVUS American Centy ETF Tr Avantis ETFs	$0	$3.79 Million 0.66% of portfolio	34,740	Q4 2025 Reduced 2.14%
AVEM American Centy ETF Tr Avantis ETFs	$0	$3.68 Million 0.64% of portfolio	47,475	Q4 2025 Added 8.51%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.7 Million 0.64% of portfolio	11,217	Q4 2025 Added 0.65%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$3.3 Million 0.57% of portfolio	65,155	Q4 2025 Added 18.09%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$3.03 Million 0.53% of portfolio	40,387	Q4 2025 Added 5.59%

FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$3.02 Million 0.52% of portfolio	65,316	Q4 2025 Added 20.28%
VB Vanguard Small Cap ETF ETFs	$0	$2.97 Million 0.51% of portfolio	11,873	Q4 2025 Reduced 0.22%
AVUV American Centy ETF Tr Avantis ETFs	$0	$2.65 Million 0.46% of portfolio	27,145	Q4 2025 Reduced 6.35%
MUB Ishares National Muni Bond ETF ETFs	$0	$2.2 Million 0.38% of portfolio	20,556	Q4 2025 Reduced 2.71%
IYW Ishares Dj Us Tech ETF ETFs	$0	$2.13 Million 0.37% of portfolio	10,702	Q2 2023 Reduced 0.58%
VTV Vanguard Value ETF ETFs	$0	$1.67 Million 0.29% of portfolio	8,900	Q4 2025 Reduced 27.78%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$1.36 Million 0.24% of portfolio	4,667	Q4 2025 Added 2.64%
JMST Jp Morgan Ultra Short Mun Inco ETFs	$0	$1.4 Million 0.24% of portfolio	27,400	Q4 2025 Added 86.08%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$1.38 Million 0.24% of portfolio	32,342	Q4 2025 Reduced 2.44%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.33 Million 0.23% of portfolio	6,480	Q4 2025 Added 13.58%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.33 Million 0.23% of portfolio	21,761	Q4 2025 Reduced 1.71%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.27 Million 0.22% of portfolio	1,911	Q4 2025 Added 5.87%
EFG Msci Eafe Growth ETF ETFs	$0	$1.13 Million 0.2% of portfolio	9,847	Q4 2025 Added 2.73%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.03 Million 0.18% of portfolio	15,997	Q4 2025 Added 57.34%
VNQ Vanguard Specialized Funds Van ETFs	$0	$954,000 0.17% of portfolio	10,654	Q4 2025 New
ONEQ Fidelity Nasdaq Composite Inde ETFs	$0	$987,000 0.17% of portfolio	10,970	Q4 2025 Added 8.09%
IEMG Ishares Inc ETFs	$0	$926,000 0.16% of portfolio	17,270	Q4 2025 Added 0.31%
AVIV American Centy ETF Tr Avantis	$0	$858,000 0.15% of portfolio	12,403	Q4 2025 Reduced 0.58%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$818,000 0.14% of portfolio	4,368	Q4 2025 Reduced 0.46%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$724,000 0.13% of portfolio	14,300	Q3 2025 New
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$681,000 0.12% of portfolio	15,565	Q2 2025 Added 20.3%
SHM Spdr Nuveen Bloomberg Short Te ETFs	$0	$709,000 0.12% of portfolio	14,803	Q4 2025 Reduced 5.82%
VBR Vanguard Small Cap Value ETF ETFs	$0	$622,000 0.11% of portfolio	3,028	Q4 2025 Reduced 28.18%
XLK Technology Sector Spdr ETFs	$0	$643,000 0.11% of portfolio	2,232	Q4 2025 New
IYC Ishares U.S. Consumer Discreti ETFs	$0	$562,000 0.1% of portfolio	5,584	Q3 2023 Reduced 0.89%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$578,000 0.1% of portfolio	7,348	Q4 2025 Added 2.08%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$578,000 0.1% of portfolio	1,676	Q4 2025 Reduced 2.61%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$584,000 0.1% of portfolio	23,337	Q4 2025 Reduced 5.35%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$556,000 0.1% of portfolio	1,363	Q2 2025 Reduced 6.13%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$555,000 0.1% of portfolio	16,796	Q4 2025 Added 11.02%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$595,000 0.1% of portfolio	6,623	Q2 2024 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$510,000 0.09% of portfolio	8,991	Q4 2025 Added 1.38%

Summary

Portfolio
No. of Stocks 222
Current Value $576 Million
Prior Value $530 Million
Filing
Period Q4 2025
Filing Date January 12, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 18 stocks
Additional Purchases 95 stocks
Sold out of 0 stocks
Reduced holdings in 87 stocks

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Canvas Wealth Advisors, LLC Portfolio Holdings