Canvas Wealth Advisors, LLC

13F filer · CIK 0001858782

Reported Jul 10, 2026

Net seller this quarter

13F portfolio value$717MU.S. long equity reported on 13F

Positions14820 new · 18 closed

Net flow last quarter-$5MBuys minus sells

Top 10 positions weight41.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 2026148 positions
CTOSCustom Truck One Source, Inc.	$70.7M	9.86%	2.63%	-14.8%	Q1 2022
GOOGLAlphabet Inc.	$40.8M	5.70%	0.00%	-2.4%	Q1 2021
AAPLApple Inc.	$30.9M	4.31%	0.00%	+1.3%	Q1 2021
MSFTMicrosoft Corp	$30.7M	4.29%	0.00%	+13.1%	Q1 2021
AMZNAmazon Com Inc	$28.8M	4.02%	0.00%	+8.3%	Q1 2021
AMDAdvanced Micro Devices Inc	$23.4M	3.26%	0.00%	-20.8%	Q1 2021
NVDANvidia Corp	$23M	3.21%	0.00%	-5.4%	Q1 2021
TSLATesla, Inc.	$18M	2.51%	0.00%	-4.7%	Q2 2021
UBERUber Technologies, Inc	$17.3M	2.41%	0.01%	+19.5%	Q1 2022
PANWPalo Alto Networks Inc	$16.7M	2.32%	0.01%	-12.1%	Q1 2022
PLTRPalantir Technologies Inc.	$15.4M	2.15%	0.01%	+9.0%	Q1 2022
CLXClorox Co	$8.97M	1.25%	0.08%	+77.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$7.81M	1.09%	Not reported	+7.3%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$6.88M	0.96%	0.00%	-36.1%	Q1 2022
JPMJPMorgan Chase & Co	$5.01M	0.70%	0.00%	+5.6%	Q1 2021
KMBKimberly Clark Corp	$4.82M	0.67%	0.01%	+186.5%	Q2 2021
HOODRobinhood Markets, Inc.	$4.28M	0.60%	0.02%	+4.6%	Q3 2025
AVGOBroadcom Inc.	$3.86M	0.54%	0.00%	+0.7%	Q1 2021
MELIMercadolibre Inc	$3.64M	0.51%	0.00%	+19.7%	Q1 2024
METAMeta Platforms, Inc.	$3.3M	0.46%	Not reported	+3.5%	Q1 2021
GOOGAlphabet Inc.	$3.24M	0.45%	Not reported	-18.4%	Q1 2021
ASMLAsml Holding NV	$3.19M	0.44%	0.00%	-8.0%	Q2 2024
BRK.ABerkshire Hathaway Inc	$3M	0.42%	Not reported	Not reported	Q1 2021
WMTWalmart Inc.	$2.92M	0.41%	0.00%	-0.7%	Q1 2021
NOWServiceNow, Inc.	$2.83M	0.40%	0.00%	+60.7%	Q2 2024
SPCXSpace Exploration Technologies Corp	$2.6M	0.36%	Not reported	New	Q2 2026
AVAVAeroVironment Inc	$2.21M	0.31%	0.03%	+47.4%	Q3 2025
CRMSalesforce, Inc.	$2.1M	0.29%	0.00%	Not reported	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.03M	0.28%	0.00%	+5.2%	Q1 2021
EQPTEquipmentShare.com Inc	$1.88M	0.26%	0.12%	+83.7%	Q1 2026
COSTCostco Wholesale Corp	$1.83M	0.26%	0.00%	-5.6%	Q3 2022
LLYELI LILLY & Co	$1.79M	0.25%	0.00%	+4.1%	Q4 2022
MUMicron Technology Inc	$1.53M	0.21%	0.00%	+10.7%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$1.52M	0.21%	Not reported	-0.7%	Q2 2023
LRCXLam Research Corp	$1.44M	0.20%	0.00%	-2.6%	Q3 2022
PWRQuanta Services, Inc.	$1.39M	0.19%	0.00%	-2.1%	Q1 2025
AVIVAviv REIT, Inc.	$1.37M	0.19%	0.04%	+5.7%	Q4 2022
AVMCaVINCI MEDIA CORP	$1.25M	0.17%	Not reported	+98.8%	Q1 2026
QGENQiagen N.V.	$1.18M	0.16%	0.01%	+90.2%	Q4 2023
SHOPShopify Inc.	$954K	0.13%	0.00%	+1.1%	Q1 2022
JNJJohnson & Johnson	$922K	0.13%	0.00%	+0.1%	Q1 2021
SMHMarket Vectors ETF Trust	$892K	0.12%	Not reported	-21.8%	Q1 2022
MCDMcdonalds Corp	$885K	0.12%	0.00%	-4.3%	Q1 2021
NKENIKE, Inc.	$851K	0.12%	0.00%	-28.1%	Q1 2021
CATCaterpillar Inc	$841K	0.12%	0.00%	-15.7%	Q1 2021
MAMastercard Inc	$839K	0.12%	0.00%	-1.7%	Q4 2022
CWTCalifornia Water Service Group	$831K	0.12%	0.03%	-24.5%	Q2 2023
MMM3m Co	$826K	0.12%	0.00%	-14.2%	Q1 2021
CSCOCisco Systems, Inc.	$813K	0.11%	0.00%	+2.5%	Q1 2021
BUSEFirst Busey Corp	$783K	0.11%	0.03%	+0.1%	Q4 2025

Q1 2026Reported Apr 28, 2026146 positions
CTOSCustom Truck One Source, Inc.	$46.1M	7.84%	3.10%	-0.4%	Q1 2022
GOOGLAlphabet Inc.	$33.7M	5.73%	0.00%	-1.5%	Q1 2021
MSFTMicrosoft Corp	$27M	4.59%	0.00%	+13.5%	Q1 2021
AAPLApple Inc.	$26.8M	4.55%	0.00%	-0.6%	Q1 2021
AMZNAmazon Com Inc	$23.3M	3.96%	0.00%	+25.1%	Q1 2021
NVDANvidia Corp	$21.2M	3.61%	0.00%	+1.3%	Q1 2021
PLTRPalantir Technologies Inc.	$17.7M	3.02%	0.01%	+4.1%	Q1 2022
TSLATesla, Inc.	$16.7M	2.84%	0.00%	+4.2%	Q2 2021
UBERUber Technologies, Inc	$14.4M	2.45%	0.01%	+5.4%	Q1 2022
AMDAdvanced Micro Devices Inc	$10.3M	1.76%	0.00%	-3.9%	Q1 2021
PANWPalo Alto Networks Inc	$8.91M	1.51%	0.01%	+24.5%	Q1 2022
BRK.BBerkshire Hathaway Inc	$6.97M	1.19%	Not reported	+3.8%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$5.51M	0.94%	0.01%	+42.0%	Q1 2022
CLXClorox Co	$5.5M	0.93%	0.04%	+3.6%	Q1 2022
JPMJPMorgan Chase & Co	$4.26M	0.72%	0.00%	-0.5%	Q1 2021
WMTWalmart Inc.	$3.24M	0.55%	0.00%	-0.9%	Q1 2021
METAMeta Platforms, Inc.	$3.23M	0.55%	Not reported	+10.7%	Q1 2021
GOOGAlphabet Inc.	$3.23M	0.55%	Not reported	+2.2%	Q1 2021
AVGOBroadcom Inc.	$3.14M	0.53%	0.00%	+1.7%	Q1 2021
MELIMercadolibre Inc	$3.1M	0.53%	0.00%	+11.3%	Q1 2024
BRK.ABerkshire Hathaway Inc	$2.87M	0.49%	Not reported	Not reported	Q1 2021
HOODRobinhood Markets, Inc.	$2.83M	0.48%	0.02%	+57.8%	Q3 2025
ASMLAsml Holding NV	$2.3M	0.39%	0.00%	-12.7%	Q2 2024
COSTCostco Wholesale Corp	$2.07M	0.35%	0.00%	-1.6%	Q3 2022
NOWServiceNow, Inc.	$1.86M	0.32%	0.00%	+36.7%	Q2 2024
AVAVAeroVironment Inc	$1.66M	0.28%	0.02%	+74.7%	Q3 2025
NKENIKE, Inc.	$1.53M	0.26%	0.00%	-29.6%	Q1 2021
KMBKimberly Clark Corp	$1.48M	0.25%	0.00%	+113.9%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.37M	0.23%	0.00%	+7.2%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$1.33M	0.23%	Not reported	+7.3%	Q2 2023
LLYELI LILLY & Co	$1.32M	0.22%	0.00%	+0.1%	Q4 2022
AVIVAviv REIT, Inc.	$1.25M	0.21%	0.03%	+35.1%	Q4 2022
PWRQuanta Services, Inc.	$1.08M	0.18%	0.00%	-9.1%	Q1 2025
MCDMcdonalds Corp	$1.06M	0.18%	0.00%	-3.3%	Q1 2021
EQPTEquipmentShare.com Inc	$1.06M	0.18%	0.07%	New	Q1 2026
CWTCalifornia Water Service Group	$1.03M	0.17%	0.04%	-2.0%	Q2 2023
SHOPShopify Inc.	$980K	0.17%	0.00%	-1.7%	Q1 2022
MRTNMarten Transport Ltd	$967K	0.16%	0.09%	-3.6%	Q2 2024
JNJJohnson & Johnson	$886K	0.15%	0.00%	-6.3%	Q1 2021
MMM3m Co	$863K	0.15%	0.00%	-79.0%	Q1 2021
XOMExxonMobil Holdings Corp	$837K	0.14%	0.00%	+4.5%	Q3 2022
MAMastercard Inc	$830K	0.14%	0.00%	+2.7%	Q4 2022
HDHome Depot, Inc.	$746K	0.13%	0.00%	-2.3%	Q1 2021
ETEnergy Transfer LP	$746K	0.13%	0.00%	+0.2%	Q3 2025
SMMUOasys Mobile, Inc.	$744K	0.13%	Not reported	New	Q1 2026
FBTCFidelity Wise Origin Bitcoin Fund	$739K	0.13%	0.01%	+9.5%	Q1 2024
LRCXLam Research Corp	$731K	0.12%	0.00%	+34.4%	Q3 2022
NFLXNetflix Inc	$677K	0.12%	0.00%	+12.3%	Q1 2024
BUSEFirst Busey Corp	$671K	0.11%	0.03%	-62.9%	Q4 2025
SMHMarket Vectors ETF Trust	$667K	0.11%	Not reported	+3.9%	Q1 2022

Q4 2025Reported Jan 12, 2026138 positions
CTOSCustom Truck One Source, Inc.	$40.6M	6.90%	3.11%	+48.5%	Q1 2022
GOOGLAlphabet Inc.	$37.2M	6.32%	0.00%	-0.9%	Q1 2021
MSFTMicrosoft Corp	$31M	5.27%	0.00%	+2.9%	Q1 2021
AAPLApple Inc.	$28.8M	4.90%	0.00%	-1.0%	Q1 2021
NVDANvidia Corp	$22.4M	3.81%	0.00%	-1.8%	Q1 2021
PLTRPalantir Technologies Inc.	$20.7M	3.52%	0.00%	-7.0%	Q1 2022
AMZNAmazon Com Inc	$20.6M	3.50%	0.00%	+9.2%	Q1 2021
TSLATesla, Inc.	$19.4M	3.29%	0.00%	+4.7%	Q2 2021
UBERUber Technologies, Inc	$15.5M	2.63%	0.01%	+2.3%	Q1 2022
AMDAdvanced Micro Devices Inc	$11.3M	1.92%	0.00%	-10.2%	Q1 2021
PANWPalo Alto Networks Inc	$8.22M	1.40%	0.01%	+14.0%	Q1 2022
BRK.BBerkshire Hathaway Inc	$7.04M	1.20%	Not reported	+4.9%	Q1 2021
CLXClorox Co	$5.16M	0.88%	0.04%	+47.2%	Q1 2022
JPMJPMorgan Chase & Co	$4.69M	0.80%	0.00%	+14.6%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$4.66M	0.79%	0.00%	+1.1%	Q1 2022
MMM3m Co	$4.52M	0.77%	0.01%	-3.3%	Q1 2021
GOOGAlphabet Inc.	$3.45M	0.59%	Not reported	-0.8%	Q1 2021
AVGOBroadcom Inc.	$3.45M	0.59%	0.00%	-2.8%	Q1 2021
METAMeta Platforms, Inc.	$3.37M	0.57%	Not reported	+17.2%	Q1 2021
MELIMercadolibre Inc	$3.24M	0.55%	0.00%	+22.0%	Q1 2024
BRK.ABerkshire Hathaway Inc	$3.02M	0.51%	Not reported	Not reported	Q1 2021
WMTWalmart Inc.	$2.93M	0.50%	0.00%	+19.8%	Q1 2021
HOODRobinhood Markets, Inc.	$2.92M	0.50%	0.01%	+1495.0%	Q3 2025
NKENIKE, Inc.	$2.6M	0.44%	0.00%	+2.7%	Q1 2021
ASMLAsml Holding NV	$2.14M	0.36%	0.00%	-12.1%	Q2 2024
NOWServiceNow, Inc.	$1.99M	0.34%	0.00%	+319.0%	Q2 2024
COSTCostco Wholesale Corp	$1.82M	0.31%	0.00%	+19.4%	Q3 2022
BUSEFirst Busey Corp	$1.7M	0.29%	0.08%	New	Q4 2025
LLYELI LILLY & Co	$1.54M	0.26%	0.00%	+3.8%	Q4 2022
SHOPShopify Inc.	$1.35M	0.23%	0.00%	+1.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.3M	0.22%	Not reported	+5.9%	Q2 2023
AVAVAeroVironment Inc	$1.26M	0.21%	0.01%	+706.1%	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.19%	0.00%	+3.6%	Q1 2021
MCDMcdonalds Corp	$1.08M	0.18%	0.00%	-1.7%	Q1 2021
CWTCalifornia Water Service Group	$1M	0.17%	0.04%	+11.8%	Q2 2023
MAMastercard Inc	$924K	0.16%	0.00%	-3.7%	Q4 2022
PWRQuanta Services, Inc.	$914K	0.16%	0.00%	-6.8%	Q1 2025
SCHWSchwab Charles Corp	$894K	0.15%	0.00%	-1.4%	Q1 2021
AVIVAviv REIT, Inc.	$883K	0.15%	0.03%	-0.6%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$871K	0.15%	0.00%	-9.2%	Q1 2024
MRTNMarten Transport Ltd	$869K	0.15%	0.09%	+23.1%	Q2 2024
JNJJohnson & Johnson	$801K	0.14%	0.00%	-4.8%	Q1 2021
HDHome Depot, Inc.	$799K	0.14%	0.00%	-9.5%	Q1 2021
ORCLOracle Corp	$798K	0.14%	0.00%	-2.2%	Q1 2021
BACBank of America Corp	$732K	0.12%	0.00%	-3.9%	Q1 2021
KMBKimberly Clark Corp	$727K	0.12%	0.00%	-17.7%	Q2 2021
KVUEKenvue Inc.	$690K	0.12%	0.00%	+190.1%	Q3 2025
WERNWerner Enterprises Inc	$649K	0.11%	0.04%	+8.8%	Q4 2023
SYKStryker Corp	$648K	0.11%	0.00%	-1.3%	Q1 2021
ETEnergy Transfer LP	$636K	0.11%	0.00%	Not reported	Q3 2025

Q3 2025Reported Nov 5, 2025134 positions
MSFTMicrosoft Corp	$32.3M	5.86%	0.00%	-0.3%	Q1 2021
CTOSCustom Truck One Source, Inc.	$30.9M	5.63%	2.10%	-0.3%	Q1 2022
GOOGLAlphabet Inc.	$29.4M	5.35%	0.00%	+1.3%	Q1 2021
AAPLApple Inc.	$27.7M	5.03%	0.00%	+1.6%	Q1 2021
NVDANvidia Corp	$23M	4.17%	0.00%	+0.4%	Q1 2021
PLTRPalantir Technologies Inc.	$21.7M	3.94%	0.01%	-6.6%	Q1 2022
AMZNAmazon Com Inc	$18M	3.27%	0.00%	+10.1%	Q1 2021
UBERUber Technologies, Inc	$17.9M	3.26%	0.01%	+1.5%	Q1 2022
TSLATesla, Inc.	$17.7M	3.22%	0.00%	+2.3%	Q2 2021
AMDAdvanced Micro Devices Inc	$9.7M	1.76%	0.00%	-1.3%	Q1 2021
PANWPalo Alto Networks Inc	$8.11M	1.47%	0.01%	+26.6%	Q1 2022
BRK.BBerkshire Hathaway Inc	$6.66M	1.21%	Not reported	+23.3%	Q1 2021
CRWDCrowdStrike Holdings, Inc.	$4.82M	0.88%	0.00%	+0.4%	Q1 2022
MMM3m Co	$4.63M	0.84%	0.01%	-7.4%	Q1 2021
CLXClorox Co	$4.29M	0.78%	0.03%	+17.7%	Q1 2022
JPMJPMorgan Chase & Co	$3.94M	0.72%	0.00%	+0.3%	Q1 2021
AVGOBroadcom Inc.	$3.47M	0.63%	0.00%	+2.5%	Q1 2021
METAMeta Platforms, Inc.	$3.1M	0.56%	Not reported	-1.0%	Q1 2021
BRK.ABerkshire Hathaway Inc	$3M	0.55%	Not reported	Not reported	Q1 2021
MELIMercadolibre Inc	$2.87M	0.52%	0.00%	+0.5%	Q1 2024
NKENIKE, Inc.	$2.84M	0.52%	0.00%	-15.5%	Q1 2021
GOOGAlphabet Inc.	$2.73M	0.50%	Not reported	+3.1%	Q1 2021
ASMLAsml Holding NV	$2.34M	0.43%	0.00%	-28.0%	Q2 2024
WMTWalmart Inc.	$2.23M	0.41%	0.00%	+4.2%	Q1 2021
COSTCostco Wholesale Corp	$1.62M	0.29%	0.00%	+9.8%	Q3 2022
FBTCFidelity Wise Origin Bitcoin Fund	$1.35M	0.25%	0.01%	+22.4%	Q1 2024
SHOPShopify Inc.	$1.34M	0.24%	0.00%	-9.5%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$1.21M	0.22%	Not reported	+0.1%	Q2 2023
ORCLOracle Corp	$1.2M	0.22%	0.00%	-2.7%	Q1 2021
NFLXNetflix Inc	$1.17M	0.21%	0.00%	+3.2%	Q1 2024
LLYELI LILLY & Co	$1.16M	0.21%	0.00%	-4.9%	Q4 2022
MCDMcdonalds Corp	$1.08M	0.20%	0.00%	+2.0%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.06M	0.19%	0.00%	-0.6%	Q1 2021
ELEstee Lauder Companies Inc	$1.06M	0.19%	Not reported	-39.1%	Q3 2024
KMBKimberly Clark Corp	$1.06M	0.19%	0.00%	+25.4%	Q2 2021
HDHome Depot, Inc.	$1.01M	0.18%	0.00%	-0.1%	Q1 2021
PWRQuanta Services, Inc.	$978K	0.18%	0.00%	+0.7%	Q1 2025
MAMastercard Inc	$976K	0.18%	0.00%	+0.9%	Q4 2022
SESea Ltd	$948K	0.17%	0.00%	-12.0%	Q4 2021
CWTCalifornia Water Service Group	$938K	0.17%	0.03%	+5.6%	Q2 2023
SCHWSchwab Charles Corp	$853K	0.16%	0.00%	-0.4%	Q1 2021
AVIVAviv REIT, Inc.	$852K	0.15%	0.03%	+8.3%	Q4 2022
JNJJohnson & Johnson	$767K	0.14%	0.00%	+2.2%	Q1 2021
BACBank of America Corp	$702K	0.13%	0.00%	+0.9%	Q1 2021
SYKStryker Corp	$692K	0.13%	0.00%	-0.1%	Q1 2021
VVisa Inc.	$661K	0.12%	0.00%	-2.3%	Q3 2021
MRTNMarten Transport Ltd	$659K	0.12%	0.08%	+7.2%	Q2 2024
FSLRFirst Solar, Inc.	$658K	0.12%	0.00%	+9.0%	Q2 2024
ETEnergy Transfer LP	$648K	0.12%	0.00%	New	Q3 2025
TMOThermo Fisher Scientific Inc.	$613K	0.11%	0.00%	-19.1%	Q1 2023

Premium opens every quarter this fund has filed