# Canvas Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1858782. Source: https://holderbook.com/funds/1858782-canvas-wealth-advisors-llc/

- Reported value: $716.9M
- Positions: 251
- Weight of the ten largest: 44.2%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CUSTOM TRUCK ONE SOURCE INC | [CTOS](https://holderbook.com/stocks/CTOS/) | $70.7M | 5,982,649 | 9.9% | 18 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $40.8M | 114,270 | 5.7% | 22 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $31.6M | 192,444 | 4.4% | 22 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $30.9M | 106,892 | 4.3% | 22 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $30.7M | 82,424 | 4.3% | 22 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $28.8M | 120,898 | 4.0% | 22 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $23.4M | 40,261 | 3.3% | 22 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $23.0M | 115,127 | 3.2% | 22 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $19.1M | 101,556 | 2.7% | 22 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $18.0M | 42,792 | 2.5% | 21 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $17.3M | 239,173 | 2.4% | 18 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $16.7M | 48,854 | 2.3% | 18 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $16.6M | 185,740 | 2.3% | 15 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $15.8M | 111,252 | 2.2% | 22 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $15.4M | 132,211 | 2.2% | 18 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $12.7M | 401,118 | 1.8% | 18 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $12.5M | 84,031 | 1.7% | 22 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $11.1M | 16,122 | 1.5% | 22 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $10.4M | 13,883 | 1.5% | 22 |
| CLOROX CO DEL | [CLX](https://holderbook.com/stocks/CLX/) | $9.0M | 94,026 | 1.3% | 18 |
| ISHARES TR | [IUSV](https://holderbook.com/stocks/IUSV/) | $8.9M | 81,196 | 1.2% | 22 |
| AMERICAN CENTY ETF TR | [AVLC](https://holderbook.com/stocks/AVLC/) | $8.3M | 91,889 | 1.2% | 2 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $8.0M | 181,125 | 1.1% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $7.8M | 15,609 | 1.1% | 22 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $6.9M | 9,010 | 1.0% | 18 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $5.8M | 58,191 | 0.8% | 22 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $5.5M | 57,073 | 0.8% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.0M | 15,294 | 0.7% | 22 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $4.8M | 43,463 | 0.7% | 21 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $4.7M | 48,375 | 0.7% | 22 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.4M | 11,956 | 0.6% | 19 |
| ROBINHOOD MKTS INC | [HOOD](https://holderbook.com/stocks/HOOD/) | $4.3M | 42,697 | 0.6% | 4 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.1M | 47,993 | 0.6% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $3.9M | 10,218 | 0.5% | 16 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $3.7M | 43,390 | 0.5% | 10 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $3.7M | 70,777 | 0.5% | 10 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $3.6M | 2,143 | 0.5% | 10 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.5M | 11,508 | 0.5% | 9 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $3.5M | 27,854 | 0.5% | 18 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.3M | 5,850 | 0.5% | 22 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.2M | 9,175 | 0.5% | 22 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $3.2M | 1,603 | 0.4% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $3.0M | 59,533 | 0.4% | 15 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $3.0M | 23,403 | 0.4% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $3.0M | 4 | 0.4% | 22 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $3.0M | 64,811 | 0.4% | 10 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $2.9M | 25,809 | 0.4% | 22 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $2.9M | 35,109 | 0.4% | 10 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $2.8M | 28,524 | 0.4% | 9 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $2.7M | 10,702 | 0.4% | 22 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $2.6M | 15,204 | 0.4% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $2.4M | 47,075 | 0.3% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.3M | 21,763 | 0.3% | 22 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $2.3M | 60,748 | 0.3% | 7 |
| AEROVIRONMENT INC | [AVAV](https://holderbook.com/stocks/AVAV/) | $2.2M | 13,392 | 0.3% | 4 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.2M | 7,238 | 0.3% | 2 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $2.1M | 13,416 | 0.3% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $2.0M | 4,255 | 0.3% | 22 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.0M | 9,207 | 0.3% | 22 |
| EQUIPMENTSHARE COM INC | [EQPT](https://holderbook.com/stocks/EQPT/) | $1.9M | 95,410 | 0.3% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,958 | 0.3% | 16 |
| PIMCO ETF TR | [MINO](https://holderbook.com/stocks/MINO/) | $1.8M | 39,250 | 0.3% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.8M | 1,493 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $1.7M | 4,768 | 0.2% | 10 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $1.6M | 39,197 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $1.6M | 39,760 | 0.2% | 6 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $1.6M | 40,580 | 0.2% | 2 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $1.6M | 6,480 | 0.2% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.5M | 21,625 | 0.2% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.5M | 1,327 | 0.2% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,035 | 0.2% | 13 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $1.5M | 34,663 | 0.2% | 14 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $1.4M | 3,326 | 0.2% | 5 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $1.4M | 1,927 | 0.2% | 6 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $1.4M | 17,710 | 0.2% | 15 |
| AMERICAN CENTY ETF TR | [AVMC](https://holderbook.com/stocks/AVMC/) | $1.3M | 15,585 | 0.2% | 2 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $1.2M | 9,962 | 0.2% | 10 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $1.2M | 10,250 | 0.2% | 6 |
| QIAGEN NV | [QGEN](https://holderbook.com/stocks/QGEN/) | $1.2M | 30,119 | 0.2% | 2 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $1.1M | 13,535 | 0.2% | 7 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $1.1M | 17,749 | 0.2% | 2 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $1.0M | 3,004 | 0.1% | 20 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $1.0M | 35,505 | 0.1% | 2 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $976.2K | 8,168 | 0.1% | 18 |
| FIDELITY COVINGTON TRUST | [FBCG](https://holderbook.com/stocks/FBCG/) | $968.8K | 15,598 | 0.1% | 6 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $954.1K | 8,356 | 0.1% | 18 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $930.5K | 4,373 | 0.1% | 6 |
| VANGUARD WORLD FD | [VDC](https://holderbook.com/stocks/VDC/) | $923.4K | 4,095 | 0.1% | 1 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $921.7K | 3,629 | 0.1% | 22 |
| PALMER SQUARE FUNDS TR | [PSQA](https://holderbook.com/stocks/PSQA/) | $916.5K | 44,793 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $892.7K | 18,694 | 0.1% | 1 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $892.5K | 1,361 | 0.1% | 9 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $885.2K | 3,275 | 0.1% | 22 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $868.7K | 8,430 | 0.1% | 2 |
| NIKE INC | [NKE](https://holderbook.com/stocks/NKE/) | $851.5K | 20,535 | 0.1% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $841.3K | 790 | 0.1% | 8 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $838.7K | 1,633 | 0.1% | 15 |
| CALIFORNIA WTR SVC GROUP | [CWT](https://holderbook.com/stocks/CWT/) | $830.9K | 17,079 | 0.1% | 13 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $825.7K | 5,100 | 0.1% | 22 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $822.2K | 9,926 | 0.1% | 22 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +21.7% | +14.8% | +6.9% | 100% |
| Q1 2026 | -5.0% | -4.6% | -0.4% | 100% |
| Q4 2025 | +1.6% | +2.4% | -0.8% | 100% |
| Q3 2025 | +11.5% | +7.8% | +3.7% | 96% |
| Q2 2025 | +14.6% | +10.5% | +4.2% | 105% |
| Q1 2025 | -5.7% | -4.6% | -1.1% | 100% |
| Q4 2024 | +4.2% | +2.1% | +2.1% | 100% |
| Q3 2024 | +4.6% | +5.4% | -0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $716.9M | 251 |
| Q1 2026 | $588.0M | 240 |
| Q4 2025 | $588.9M | 222 |
| Q3 2025 | $549.9M | 214 |
| Q2 2025 | $507.1M | 207 |
| Q1 2025 | $389.5M | 180 |
| Q4 2024 | $398.3M | 177 |
| Q3 2024 | $362.1M | 178 |
| Q2 2024 | $323.4M | 150 |
| Q1 2024 | $297.5M | 146 |
| Q4 2023 | $275.1M | 125 |
| Q3 2023 | $243.3M | 122 |