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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
- CUSTOM TRUCK ONE SOURCE INC · COM CL A · 23204X103 · shares: $65,632,596
- MICROSOFT CORP · COM · 594918104 · shares: $43,651,932
- APPLE INC · COM · 037833100 · shares: $36,430,547
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $33,897,500
- AMAZON COM INC · COM · 023135106 · shares: $32,334,206
- ISHARES TR · CORE S&P TTL STK · 464287150 · shares: $31,075,677
- NVIDIA CORPORATION · COM · 67066G104 · shares: $26,729,366
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $26,478,649
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $21,472,263
- TESLA INC · COM · 88160R101 · shares: $18,581,241
Reported holdings
264 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 1,458 shares | $818,741 |
| VANGUARD INDEX FDS | MRNGSTR SML CP V | 922908611 | — | 3,303 shares | $808,854 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | — | 38,685 shares | $807,749 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 10,446 shares | $797,636 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,075 shares | $782,249 |
| SPDR SERIES TRUST | ST NUVE TERM ETF | 78468R739 | — | 16,436 shares | $779,704 |
| VISA INC | COM CL A | 92826C839 | — | 1,864 shares | $765,269 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 6,623 shares | $757,605 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 10,129 shares | $751,572 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 15,507 shares | $738,427 |
| FIRST BUSEY CORP | COM NEW | 319383204 | — | 24,929 shares | $734,662 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 7,980 shares | $722,908 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | — | 6,759 shares | $722,016 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 7,725 shares | $692,392 |
| ABBVIE INC | COM | 00287Y109 | — | 2,245 shares | $652,806 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 9,270 shares | $651,032 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | — | 12,875 shares | $647,226 |
| CISCO SYS INC | COM | 17275R102 | — | 5,687 shares | $617,551 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 14,384 shares | $616,067 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 4,456 shares | $615,507 |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | 31609A404 | — | 15,292 shares | $611,971 |
| BANK OF AMER CORP | COM | 060505104 | — | 11,911 shares | $609,131 |
| HOME DEPOT INC | COM | 437076102 | — | 1,844 shares | $606,721 |
| KKR & CO INC | COM | 48251W104 | — | 6,096 shares | $584,119 |
| CHEVRON CORPORATION | COM | 166764100 | — | 2,478 shares | $573,558 |
| PTC INC | COM | 69370C100 | — | 2,917 shares | $568,232 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 9,739 shares | $564,175 |
| ISHARES TR | US CONSUM DISCRE | 464287580 | — | 5,584 shares | $561,360 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 18,655 shares | $552,375 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,764 shares | $549,934 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,499 shares | $521,042 |
| NETFLIX INC. | COM | 64110L106 | — | 8,176 shares | $507,321 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 6,157 shares | $506,352 |
| COCA COLA CO | COM | 191216100 | — | 5,433 shares | $504,291 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | — | 14,679 shares | $504,224 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 9,900 shares | $501,237 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 5,595 shares | $500,589 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 | — | 5,012 shares | $498,666 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 11,894 shares | $497,407 |
| CATERPILLAR INC | COM | 149123101 | — | 761 shares | $492,664 |
| DIMENSIONAL ETF TRUST | CORE FIXE IN ETF | 25434V872 | — | 12,003 shares | $489,482 |
| FIDELITY COVINGTON TRUST | ENHANCED SML CAP | 31609A206 | — | 10,519 shares | $486,506 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 6,308 shares | $485,148 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 2,877 shares | $462,017 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 8,466 shares | $459,196 |
| MERCK & CO INC | COM | 58933Y105 | — | 3,137 shares | $459,037 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 10,913 shares | $458,783 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 5,956 shares | $457,107 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 4,797 shares | $452,568 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 09253N104 | — | 41,695 shares | $450,304 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 5,385 shares | $449,971 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 8,831 shares | $448,333 |
| SPDR SERIES TRUST | ST NUVE HIGH ETF | 78464A284 | — | 17,821 shares | $425,733 |
| INTEL CORP | COM | 458140100 | — | 4,590 shares | $422,601 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 25434V740 | — | 10,269 shares | $416,305 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,328 shares | $415,733 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 1,248 shares | $412,177 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 5,000 shares | $409,500 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 4,639 shares | $408,557 |
| TOAST INC | CL A | 888787108 | — | 12,923 shares | $407,075 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 2,134 shares | $405,460 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 1,016 shares | $404,642 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 571 shares | $399,968 |
| APPLIED MATLS INC | COM | 038222105 | — | 948 shares | $399,752 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 574 shares | $388,506 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 2,032 shares | $383,520 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 1,115 shares | $381,252 |
| BLACKSTONE INC | COM | 09260D107 | — | 3,126 shares | $376,996 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 2,008 shares | $369,914 |
| EATON CORP PLC | SHS | G29183103 | — | 932 shares | $366,965 |
| PHILLIPS 66 | COM | 718546104 | — | 1,338 shares | $366,024 |
| APTARGROUP INC | COM | 038336103 | — | 2,714 shares | $354,610 |
| AMPHENOL CORP | CL A | 032095101 | — | 4,295 shares | $352,534 |
| LINDSAY CORP | COM | 535555106 | — | 3,265 shares | $347,372 |
| NORTHERN TR CORP | COM | 665859104 | — | 1,961 shares | $339,096 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 2,842 shares | $336,095 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 7,337 shares | $335,374 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,276 shares | $329,636 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 5,070 shares | $329,601 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 4,011 shares | $329,464 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 5,312 shares | $326,104 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 782 shares | $321,369 |
| AVISTA CORP | COM | 05379B107 | — | 8,523 shares | $319,193 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,129 shares | $317,440 |
| MARTEN TRANS LTD | COM | 573075108 | — | 26,918 shares | $316,556 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 7,020 shares | $313,092 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 1,214 shares | $304,732 |
| DEERE & CO | COM | 244199105 | — | 459 shares | $302,940 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 316092113 | — | 6,929 shares | $300,927 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | — | 6,798 shares | $300,386 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,035 shares | $293,950 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 6,686 shares | $291,903 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 8,199 shares | $289,671 |
| RTX CORPORATION | COM | 75513E101 | — | 1,452 shares | $289,529 |
| PFIZER INC | COM | 717081103 | — | 9,663 shares | $289,413 |
| AMGEN INC | COM | 031162100 | — | 628 shares | $289,377 |
| MARATHON PETE CORP | COM | 56585A102 | — | 662 shares | $286,345 |
| EXCHANGE LISTED FDS TR | LONG PON REA ETF | 30151E517 | — | 10,129 shares | $285,962 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 595 shares | $282,932 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 1,160 shares | $279,978 |