Filed: 4/24/2025ACC: 0001085146-25-002312
📋 What this filing means
CANVAS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $389.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
180
Positions
$389.48M
Total AUM (reported)
8.41M
Total Shares
Allocation by class
COM$147.45M37.9%
CL A$27.16M7.0%
CORE S&P TTL STK$18.09M4.6%
COM CL A$17.93M4.6%
CAP STK CL A$16.52M4.2%
CORE S&P US GWT$13.22M3.4%
CORE S&P500 ETF$11.50M3.0%
Portfolio Concentration
Top 3$61.55M15.8%
4–10$98.40M25.3%
11–25$103.29M26.5%
Rest$126.24M32.4%
Top 3 weight
15.8%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 8.41M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.41M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole180
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings180
Rows:
MICROSOFT CORP
SOLEShares62.01K
TypeSH
Market value$22.75M
5.84%
Sole
0.00
Shared
0.00
None
62.01K
APPLE INC
SOLEShares103.70K
TypeSH
Market value$20.71M
5.32%
Sole
0.00
Shared
0.00
None
103.70K
ISHARES TR
SOLEShares157.40K
TypeSH
Market value$18.09M
4.65%
Sole
0.00
Shared
0.00
None
157.40K
CUSTOM TRUCK ONE SOURCE INC
SOLEShares4.47M
TypeSH
Market value$17.16M
4.41%
Sole
0.00
Shared
0.00
None
4.47M
ALPHABET INC
SOLEShares109.04K
TypeSH
Market value$16.52M
4.24%
Sole
0.00
Shared
0.00
None
109.04K
UBER TECHNOLOGIES INC
SOLEShares192.81K
TypeSH
Market value$14.35M
3.69%
Sole
0.00
Shared
0.00
None
192.81K
ISHARES TR
SOLEShares109.16K
TypeSH
Market value$13.22M
3.39%
Sole
0.00
Shared
0.00
None
109.16K
AMAZON COM INC
SOLEShares73.45K
TypeSH
Market value$12.72M
3.27%
Sole
0.00
Shared
0.00
None
73.45K
PALANTIR TECHNOLOGIES INC
SOLEShares133.25K
TypeSH
Market value$12.52M
3.22%
Sole
0.00
Shared
0.00
None
133.25K
NVIDIA CORPORATION
SOLEShares120.36K
TypeSH
Market value$11.90M
3.06%
Sole
0.00
Shared
0.00
None
120.36K
ISHARES TR
SOLEShares21.73K
TypeSH
Market value$11.50M
2.95%
Sole
0.00
Shared
0.00
None
21.73K
GOLDMAN SACHS ETF TR
SOLEShares102.83K
TypeSH
Market value$10.70M
2.75%
Sole
0.00
Shared
0.00
None
102.83K
TESLA INC
SOLEShares39.04K
TypeSH
Market value$9.29M
2.39%
Sole
0.00
Shared
0.00
None
39.04K
SCHWAB STRATEGIC TR
SOLEShares345.34K
TypeSH
Market value$8.79M
2.26%
Sole
0.00
Shared
0.00
None
345.34K
AMERICAN CENTY ETF TR
SOLEShares125.07K
TypeSH
Market value$8.40M
2.16%
Sole
0.00
Shared
0.00
None
125.07K
ISHARES TR
SOLEShares83.23K
TypeSH
Market value$8.05M
2.07%
Sole
0.00
Shared
0.00
None
83.23K
VANGUARD INDEX FDS
SOLEShares15.94K
TypeSH
Market value$7.72M
1.98%
Sole
0.00
Shared
0.00
None
15.94K
ISHARES TR
SOLEShares68.36K
TypeSH
Market value$5.89M
1.51%
Sole
0.00
Shared
0.00
None
68.36K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.47K
TypeSH
Market value$5.45M
1.40%
Sole
0.00
Shared
0.00
None
10.47K
ADVANCED MICRO DEVICES INC
SOLEShares62.17K
TypeSH
Market value$5.36M
1.38%
Sole
0.00
Shared
0.00
None
62.17K
PALO ALTO NETWORKS INC
SOLEShares29.92K
TypeSH
Market value$4.90M
1.26%
Sole
0.00
Shared
0.00
None
29.92K
3M CO
SOLEShares34.05K
TypeSH
Market value$4.64M
1.19%
Sole
0.00
Shared
0.00
None
34.05K
ISHARES TR
SOLEShares58.05K
TypeSH
Market value$4.45M
1.14%
Sole
0.00
Shared
0.00
None
58.05K
ISHARES TR
SOLEShares45.58K
TypeSH
Market value$4.44M
1.14%
Sole
0.00
Shared
0.00
None
45.58K
CROWDSTRIKE HLDGS INC
SOLEShares10.08K
TypeSH
Market value$3.71M
0.95%
Sole
0.00
Shared
0.00
None
10.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 62.01K | SH | $22.75M 5.84% | 0.00 | 0.00 | 62.01K |
APPLE INCSOLE | COM | 103.70K | SH | $20.71M 5.32% | 0.00 | 0.00 | 103.70K |
ISHARES TRSOLE | CORE S&P TTL STK | 157.40K | SH | $18.09M 4.65% | 0.00 | 0.00 | 157.40K |
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 4.47M | SH | $17.16M 4.41% | 0.00 | 0.00 | 4.47M |
ALPHABET INCSOLE | CAP STK CL A | 109.04K | SH | $16.52M 4.24% | 0.00 | 0.00 | 109.04K |
UBER TECHNOLOGIES INCSOLE | COM | 192.81K | SH | $14.35M 3.69% | 0.00 | 0.00 | 192.81K |
ISHARES TRSOLE | CORE S&P US GWT | 109.16K | SH | $13.22M 3.39% | 0.00 | 0.00 | 109.16K |
AMAZON COM INCSOLE | COM | 73.45K | SH | $12.72M 3.27% | 0.00 | 0.00 | 73.45K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 133.25K | SH | $12.52M 3.22% | 0.00 | 0.00 | 133.25K |
NVIDIA CORPORATIONSOLE | COM | 120.36K | SH | $11.90M 3.06% | 0.00 | 0.00 | 120.36K |
ISHARES TRSOLE | CORE S&P500 ETF | 21.73K | SH | $11.50M 2.95% | 0.00 | 0.00 | 21.73K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 102.83K | SH | $10.70M 2.75% | 0.00 | 0.00 | 102.83K |
TESLA INCSOLE | COM | 39.04K | SH | $9.29M 2.39% | 0.00 | 0.00 | 39.04K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 345.34K | SH | $8.79M 2.26% | 0.00 | 0.00 | 345.34K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 125.07K | SH | $8.40M 2.16% | 0.00 | 0.00 | 125.07K |
ISHARES TRSOLE | CORE S&P SCP ETF | 83.23K | SH | $8.05M 2.07% | 0.00 | 0.00 | 83.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.94K | SH | $7.72M 1.98% | 0.00 | 0.00 | 15.94K |
ISHARES TRSOLE | CORE S&P US VLU | 68.36K | SH | $5.89M 1.51% | 0.00 | 0.00 | 68.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.47K | SH | $5.45M 1.40% | 0.00 | 0.00 | 10.47K |
ADVANCED MICRO DEVICES INCSOLE | COM | 62.17K | SH | $5.36M 1.38% | 0.00 | 0.00 | 62.17K |
PALO ALTO NETWORKS INCSOLE | COM | 29.92K | SH | $4.90M 1.26% | 0.00 | 0.00 | 29.92K |
3M COSOLE | COM | 34.05K | SH | $4.64M 1.19% | 0.00 | 0.00 | 34.05K |
ISHARES TRSOLE | CORE MSCI EAFE | 58.05K | SH | $4.45M 1.14% | 0.00 | 0.00 | 58.05K |
ISHARES TRSOLE | CORE US AGGBD ET | 45.58K | SH | $4.44M 1.14% | 0.00 | 0.00 | 45.58K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 10.08K | SH | $3.71M 0.95% | 0.00 | 0.00 | 10.08K |
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