← Back to Discover

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)
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201 — 9,202 shares $278,729
GOLDMAN SACHS ETF TRNASDA 100 ETF38149W630 — 4,920 shares $275,864
ISHARES TRRUS 1000 GRW ETF464287614 — 2,276 shares $275,646
DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V880 — 7,543 shares $274,500
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC46137V282 — 4,146 shares $272,019
WESTERN DIGITAL CORPCOM958102105 — 686 shares $271,251
BLACKROCK INCCOM09290D101 — 229 shares $269,359
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524748 — 5,433 shares $268,662
T-MOBILE US INCCOM872590104 — 1,793 shares $264,074
PRUDENTIAL FINL INCCOM744320102 — 2,252 shares $263,191
QUEST DIAGNOSTICS INCCOM74834L100 — 1,035 shares $261,767
PNC FINL SVCS GROUP INCCOM693475105 — 1,124 shares $260,577
H2O AMERICACOM784305104 — 4,406 shares $258,059
KLA CORPCOM NEW482480100 — 1,522 shares $254,828
DIMENSIONAL ETF TRUSTEMERGING MKTS HI25434V757 — 6,703 shares $253,843
LINDE PLCSHSG54950103 — 504 shares $253,591
AMERICAN EXPRESS COCOM025816109 — 783 shares $253,465
ISHARES TRMSCI EAFE ETF464287465 — 2,415 shares $252,005
NUVEEN QUALITY MUNCP INCOMECOM67066V101 — 23,093 shares $248,018
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 8,988 shares $246,015
VALERO ENERGY CORPCOM91913Y100 — 639 shares $245,740
GE VERNOVA INCCOM36828A101 — 276 shares $245,047
TEXAS INSTRS INCCOM882508104 — 782 shares $244,719
LOCKHEED MARTIN CORPCOM539830109 — 379 shares $243,930
EMERSON ELEC COCOM291011104 — 1,420 shares $242,451
BOEING COCOM097023105 — 1,391 shares $240,156
AMERICAN INTL GROUP INCCOM NEW026874784 — 2,922 shares $237,987
POOL CORPCOM73278L105 — 1,160 shares $236,779
AMERICAN ELEC PWR CO INCCOM025537101 — 1,817 shares $235,011
CITIGROUP INCCOM NEW172967424 — 1,867 shares $234,832
SPDR INDEX SHS FDSST STR PO EX ETF78463X889 — 4,670 shares $233,734
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 930 shares $231,719
THERMO FISHER SCIENTIFIC INCCOM883556102 — 325 shares $230,508
GILEAD SCIENCES INCCOM375558103 — 1,381 shares $228,707
NEWMONT CORPCOM651639106 — 2,040 shares $228,072
PEPSICO INCCOM713448108 — 1,697 shares $227,042
GRACO INCCOM384109104 — 3,284 shares $225,775
TJX COS INC NEWCOM872540109 — 1,586 shares $224,252
BECTON DICKINSON & COCOM075887109 — 1,121 shares $222,274
APOLLO GLOBAL MGMT INCCOM03769M106 — 1,868 shares $221,470
TRANSDIGM GROUP INCCOM893641100 — 188 shares $221,071
WERNER ENTERPRISES INCCOM950755108 — 7,998 shares $220,985
ISHARES TRNASDAQ 100 ETF46438T309 — 9,097 shares $220,238
US BANCORPCOM NEW902973304 — 3,626 shares $219,881
JOHNSON CONTROLS INTERNATIONSHSG51502105 — 1,384 shares $219,046
WELLS FARGO & COCOM949746101 — 2,562 shares $217,283
MISSION PRODUCE INCCOM60510V108 — 18,575 shares $215,470
ACCENTURE PLC IRELANDSHS CLASS AG1151C101 — 869 shares $214,904
ALLSTATE CORPCOM020002101 — 837 shares $214,205
HCA HEALTHCARE INCCOM40412C101 — 448 shares $214,180
CHUBB LIMITEDCOMH1467J104 — 587 shares $212,658
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF922042858 — 3,749 shares $212,193
MONDELEZ INTL INCCL A609207105 — 3,381 shares $211,383
J P MORGAN EXCHANGE TRADED FBETA EURO ET NE46641Q191 — 2,730 shares $209,582
SCHWAB STRATEGIC TRUS SML CAP ETF808524607 — 6,229 shares $208,796
ISHARES TRUS CONSM STAPLES464287812 — 2,688 shares $207,487
UNITED PARCEL SVCS INCCL B911312106 — 1,916 shares $205,627
DIMENSIONAL ETF TRUSTSHOR DUR FIX ETF25434V864 — 4,304 shares $201,341
KROGER COCOM501044101 — 3,046 shares $200,823
NUVEEN S&P 500 DYNAMIC OVERWCOM6706EW100 — 10,350 shares $192,717
NU HLDGS LTDORD SHS CL AG6683N103 — 14,943 shares $180,063
TORTOISE CAPITAL SERIES TRUSENERGY ETF890930209 — 13,908 shares $161,657
CAPITOL FED FINL INCCOM14057J101 — 17,335 shares $148,041
FORD MTR COCOM345370860 — 11,399 shares $140,888