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Canvas Wealth Advisors, LLC

Period ended Sep 30, 2026 · Latest filing Nov 2, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $758,803,170

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. CUSTOM TRUCK ONE SOURCE INC · COM CL A · 23204X103 · shares: $65,632,596
  2. MICROSOFT CORP · COM · 594918104 · shares: $43,651,932
  3. APPLE INC · COM · 037833100 · shares: $36,430,547
  4. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $33,897,500
  5. AMAZON COM INC · COM · 023135106 · shares: $32,334,206
  6. ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $31,075,677
  7. NVIDIA CORPORATION · COM · 67066G104 · shares: $26,729,366
  8. PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $26,478,649
  9. ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $21,472,263
  10. TESLA INC · COM · 88160R101 · shares: $18,581,241

Reported holdings

264 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
CUSTOM TRUCK ONE SOURCE INCCOM CL A23204X103 — 6,010,311 shares $65,632,596
MICROSOFT CORPCOM594918104 — 82,340 shares $43,651,932
APPLE INCCOM037833100 — 104,412 shares $36,430,547
ALPHABET INCCAP STK CL A02079K305 — 119,433 shares $33,897,500
AMAZON COM INCCOM023135106 — 132,631 shares $32,334,206
ISHARES TRCORE S&P TTL STK464287150 — 185,051 shares $31,075,677
NVIDIA CORPORATIONCOM67066G104 — 125,102 shares $26,729,366
PALANTIR TECHNOLOGIES INCCL A69608A108 — 134,806 shares $26,478,649
ADVANCED MICRO DEVICES INCCOM007903107 — 37,909 shares $21,472,263
TESLA INCCOM88160R101 — 46,073 shares $18,581,241
ISHARES TRCORE S&P US GWT464287671 — 97,236 shares $18,329,070
UBER TECHNOLOGIES INCCOM90353T100 — 275,427 shares $18,106,571
PALO ALTO NETWORKS INCCOM697435105 — 47,055 shares $17,907,742
AMERICAN CENTY ETF TRINTL EQT ETF025072703 — 190,174 shares $17,140,370
GOLDMAN SACHS ETF TRACTIVEBETA US LG381430503 — 116,205 shares $17,072,803
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 389,655 shares $13,875,613
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 17,288 shares $12,228,494
CLOROX CO DELCOM189054109 — 111,481 shares $9,885,044
ISHARES TRCORE S&P500 ETF464287200 — 12,710 shares $9,824,345
ISHARES TRCORE S&P US VLU464287663 — 79,736 shares $9,299,462
CROWDSTRIKE HLDGS INCCL A22788C105 — 35,162 shares $9,182,556
AMERICAN CENTY ETF TRAVANTIS US LARG025072158 — 97,451 shares $8,909,949
ISHARES TRCORE S&P SCP ETF464287804 — 59,826 shares $8,495,957
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 58,699 shares $8,446,143
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 14,884 shares $8,066,630
ISHARES TRCORE US AGGBD ET464287226 — 67,648 shares $6,504,385
KIMBERLY-CLARK CORPCOM494368103 — 51,724 shares $5,690,665
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604 — 61,041 shares $5,396,631
JPMORGAN CHASE & COCOM46625H100 — 14,937 shares $5,131,993
ISHARES TRCORE MSCI EAFE46432F842 — 51,151 shares $4,971,847
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q837 — 93,694 shares $4,723,107
VANGUARD INDEX FDSMRNGSTR TTL STK922908769 — 12,210 shares $4,618,141
PIMCO ETF TRACTIVE BD ETF72201R775 — 51,449 shares $4,571,257
VANGUARD INDEX FDSMRNGSTR GRWT ETF922908736 — 49,546 shares $4,344,648
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF25434V401 — 47,165 shares $3,959,502
BROADCOM INCCOM11135F101 — 11,247 shares $3,880,371
META PLATFORMS INCCL A30303M102 — 5,973 shares $3,730,326
AMERICAN CENTY ETF TRUS EQT ETF025072885 — 28,540 shares $3,707,973
MERCADOLIBRE INCCOM58733R102 — 2,203 shares $3,657,266
VANGUARD STAR FDSVG TL INTL STK F921909768 — 43,335 shares $3,624,938
AMERICAN CENTY ETF TRUS SML CP VALU025072877 — 28,328 shares $3,519,999
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF46138G649 — 11,517 shares $3,392,160
BERKSHIRE HATHAWAY INC DELCL A084670108 — 4 shares $3,270,000
WALMART INCCOM931142103 — 26,687 shares $3,235,767
PIMCO ETF TRINTER MUN BD ACT72201R866 — 60,500 shares $3,087,315
VANGUARD INDEX FDSMRNGSTR SML CAP922908751 — 10,076 shares $2,969,583
SERVICENOW INCCOM81762P102 — 26,982 shares $2,959,116
EA SERIES TRUSTALPHA ARCH 1-302072L565 — 22,875 shares $2,717,605
ISHARES TRU.S. TECH ETF464287721 — 10,702 shares $2,714,455
SALESFORCE INCCOM79466L302 — 11,564 shares $2,670,156
VANGUARD WORLD FDCONSUM STP ETF92204A207 — 11,035 shares $2,636,225
ASML HLDG NVN Y REGISTRY SHSN07059210 — 1,549 shares $2,595,438
DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V799 — 66,194 shares $2,507,770
ISHARES TRNATIONAL MUN ETF464288414 — 23,243 shares $2,413,982
ALPHABET INCCAP STK CL C02079K107 — 8,340 shares $2,354,510
VANGUARD INDEX FDSMRNGSTR VAL ETF922908744 — 9,576 shares $2,191,756
ROBINHOOD MKTS INCCOM CL A770700102 — 23,758 shares $2,176,026
ELI LILLY & COCOM532457108 — 1,563 shares $2,147,138
EQUIPMENTSHARE COM INCCOM CL A29445S100 — 117,256 shares $2,131,714
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 4,500 shares $1,943,272
AMERICAN CENTY ETF TRAVA MID EQU ETF025072125 — 24,281 shares $1,933,498
PIMCO ETF TRMULTISECTOR BD72201R585 — 71,930 shares $1,842,841
ISHARES TR7-10 YR TRSY BD464287440 — 20,101 shares $1,834,179
DFA INVT DIMENSIONS GROUP INU.S. HIGH RELATI25239Y196 — 40,155 shares $1,733,491
DFA INVT DIMENSIONS GROUP INU.S. SML CP VAL25239Y170 — 43,688 shares $1,730,919
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 1,712 shares $1,705,453
ISHARES TRRUS 1000 VAL ETF464287598 — 6,480 shares $1,689,725
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858 — 23,652 shares $1,666,756
STATE STR SPDR S&P 500 ETF TTR UNIT78462F103 — 2,035 shares $1,565,762
DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V732 — 41,852 shares $1,565,256
VANGUARD INDEX FDSMRNGSTR SM CP GR922908595 — 4,611 shares $1,562,970
ISHARES TR0-5YR HI YL CP46434V407 — 37,614 shares $1,553,826
QIAGEN NVORD SHARESN72482156 — 30,232 shares $1,521,890
AMERICAN CENTY ETF TRINTERNATIONAL LR025072364 — 18,858 shares $1,507,903
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654 — 28,400 shares $1,447,264
AEROVIRONMENT INCCOM008073108 — 10,720 shares $1,445,914
ORACLE CORPCOM68389X105 — 10,353 shares $1,444,850
MICRON TECHNOLOGY INCCOM595112103 — 1,378 shares $1,287,319
SHOPIFY INCCL A SUB VTG SHS82509L107 — 7,517 shares $1,254,512
QUANTA SVCS INCCOM74762E102 — 1,938 shares $1,230,979
ISHARES TREAFE GRWTH ETF464288885 — 9,640 shares $1,161,047
COREWEAVE INCCOM CL A21873S108 — 18,551 shares $1,126,788
VANGUARD WORLD FDINF TECH ETF92204A702 — 9,200 shares $1,124,608
NIKE INCCL B654106103 — 28,313 shares $1,087,771
VANGUARD INDEX FDSMRNGSTR LRG CAP922908637 — 3,004 shares $1,065,729
MASTERCARD INCORPORATEDCL A57636Q104 — 1,659 shares $1,054,633
VANGUARD MUN BD FDSCORE TAX EXEMPT922907712 — 14,000 shares $1,032,150
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH316092352 — 16,889 shares $1,019,764
ISHARES TRIBOXX INV CP ETF464287242 — 9,645 shares $1,005,202
PALMER SQUARE FUNDS TRCLO SR DEBT ETF696930205 — 48,412 shares $1,000,684
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT46137V357 — 4,432 shares $975,168
DIMENSIONAL ETF TRUSTGLOBAL REAL EST25434V658 — 34,354 shares $963,622
INVESCO QQQ TRUNIT SER 146090E103 — 1,343 shares $960,702
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 5,181 shares $949,587
JOHNSON & JOHNSONCOM478160104 — 3,434 shares $945,120
GOLDMAN SACHS ETF TRS&P 500 PREMIUM38149W622 — 15,960 shares $894,715
KENVUE INCCOM49177J102 — 44,743 shares $875,171
ISHARES TR1 3 YR TREAS BD464287457 — 10,600 shares $864,748
3M COCOM88579Y101 — 4,806 shares $852,340
MCDONALDS CORPCOM580135101 — 3,265 shares $840,309