Filed: 7/30/2025ACC: 0001085146-25-004300
📋 What this filing means
CANVAS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 207 equity positions with a total reported market value of $507.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
207
Positions
$507.10M
Total AUM (reported)
8.67M
Total Shares
Allocation by class
COM$192.59M38.0%
CL A$35.34M7.0%
COM CL A$29.86M5.9%
CORE S&P TTL STK$22.88M4.5%
CAP STK CL A$22.82M4.5%
CORE S&P US GWT$17.42M3.4%
CORE S&P500 ETF$16.84M3.3%
Portfolio Concentration
Top 3$83.25M16.4%
4–10$139.71M27.6%
11–25$130.94M25.8%
Rest$153.20M30.2%
Top 3 weight
16.4%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 8.67M
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
8.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole207
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings207
Rows:
MICROSOFT CORP
SOLEShares62.53K
TypeSH
Market value$32.05M
6.32%
Sole
0.00
Shared
0.00
None
62.53K
CUSTOM TRUCK ONE SOURCE INC
SOLEShares4.76M
TypeSH
Market value$28.33M
5.59%
Sole
0.00
Shared
0.00
None
4.76M
ISHARES TR
SOLEShares164.26K
TypeSH
Market value$22.88M
4.51%
Sole
0.00
Shared
0.00
None
164.26K
ALPHABET INC
SOLEShares118.49K
TypeSH
Market value$22.82M
4.50%
Sole
0.00
Shared
0.00
None
118.49K
APPLE INC
SOLEShares105.58K
TypeSH
Market value$22.60M
4.46%
Sole
0.00
Shared
0.00
None
105.58K
NVIDIA CORPORATION
SOLEShares121.92K
TypeSH
Market value$21.55M
4.25%
Sole
0.00
Shared
0.00
None
121.92K
PALANTIR TECHNOLOGIES INC
SOLEShares134.18K
TypeSH
Market value$21.18M
4.18%
Sole
0.00
Shared
0.00
None
134.18K
ISHARES TR
SOLEShares111.59K
TypeSH
Market value$17.42M
3.43%
Sole
0.00
Shared
0.00
None
111.59K
AMAZON COM INC
SOLEShares74.31K
TypeSH
Market value$17.30M
3.41%
Sole
0.00
Shared
0.00
None
74.31K
ISHARES TR
SOLEShares26.32K
TypeSH
Market value$16.84M
3.32%
Sole
0.00
Shared
0.00
None
26.32K
UBER TECHNOLOGIES INC
SOLEShares182.95K
TypeSH
Market value$16.58M
3.27%
Sole
0.00
Shared
0.00
None
182.95K
GOLDMAN SACHS ETF TR
SOLEShares107.33K
TypeSH
Market value$13.41M
2.64%
Sole
0.00
Shared
0.00
None
107.33K
TESLA INC
SOLEShares40.26K
TypeSH
Market value$13.11M
2.58%
Sole
0.00
Shared
0.00
None
40.26K
SCHWAB STRATEGIC TR
SOLEShares406.20K
TypeSH
Market value$11.05M
2.18%
Sole
0.00
Shared
0.00
None
406.20K
ADVANCED MICRO DEVICES INC
SOLEShares59.66K
TypeSH
Market value$10.36M
2.04%
Sole
0.00
Shared
0.00
None
59.66K
ISHARES TR
SOLEShares89.18K
TypeSH
Market value$10.06M
1.98%
Sole
0.00
Shared
0.00
None
89.18K
AMERICAN CENTY ETF TR
SOLEShares134.18K
TypeSH
Market value$9.98M
1.97%
Sole
0.00
Shared
0.00
None
134.18K
VANGUARD INDEX FDS
SOLEShares15.67K
TypeSH
Market value$9.17M
1.81%
Sole
0.00
Shared
0.00
None
15.67K
ISHARES TR
SOLEShares69.62K
TypeSH
Market value$6.74M
1.33%
Sole
0.00
Shared
0.00
None
69.62K
PALO ALTO NETWORKS INC
SOLEShares30.92K
TypeSH
Market value$6.32M
1.25%
Sole
0.00
Shared
0.00
None
30.92K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.83K
TypeSH
Market value$5.22M
1.03%
Sole
0.00
Shared
0.00
None
10.83K
ISHARES TR
SOLEShares58.95K
TypeSH
Market value$4.92M
0.97%
Sole
0.00
Shared
0.00
None
58.95K
3M CO
SOLEShares31.52K
TypeSH
Market value$4.79M
0.95%
Sole
0.00
Shared
0.00
None
31.52K
CROWDSTRIKE HLDGS INC
SOLEShares9.79K
TypeSH
Market value$4.62M
0.91%
Sole
0.00
Shared
0.00
None
9.79K
ISHARES TR
SOLEShares46.88K
TypeSH
Market value$4.61M
0.91%
Sole
0.00
Shared
0.00
None
46.88K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 62.53K | SH | $32.05M 6.32% | 0.00 | 0.00 | 62.53K |
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 4.76M | SH | $28.33M 5.59% | 0.00 | 0.00 | 4.76M |
ISHARES TRSOLE | CORE S&P TTL STK | 164.26K | SH | $22.88M 4.51% | 0.00 | 0.00 | 164.26K |
ALPHABET INCSOLE | CAP STK CL A | 118.49K | SH | $22.82M 4.50% | 0.00 | 0.00 | 118.49K |
APPLE INCSOLE | COM | 105.58K | SH | $22.60M 4.46% | 0.00 | 0.00 | 105.58K |
NVIDIA CORPORATIONSOLE | COM | 121.92K | SH | $21.55M 4.25% | 0.00 | 0.00 | 121.92K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 134.18K | SH | $21.18M 4.18% | 0.00 | 0.00 | 134.18K |
ISHARES TRSOLE | CORE S&P US GWT | 111.59K | SH | $17.42M 3.43% | 0.00 | 0.00 | 111.59K |
AMAZON COM INCSOLE | COM | 74.31K | SH | $17.30M 3.41% | 0.00 | 0.00 | 74.31K |
ISHARES TRSOLE | CORE S&P500 ETF | 26.32K | SH | $16.84M 3.32% | 0.00 | 0.00 | 26.32K |
UBER TECHNOLOGIES INCSOLE | COM | 182.95K | SH | $16.58M 3.27% | 0.00 | 0.00 | 182.95K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 107.33K | SH | $13.41M 2.64% | 0.00 | 0.00 | 107.33K |
TESLA INCSOLE | COM | 40.26K | SH | $13.11M 2.58% | 0.00 | 0.00 | 40.26K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 406.20K | SH | $11.05M 2.18% | 0.00 | 0.00 | 406.20K |
ADVANCED MICRO DEVICES INCSOLE | COM | 59.66K | SH | $10.36M 2.04% | 0.00 | 0.00 | 59.66K |
ISHARES TRSOLE | CORE S&P SCP ETF | 89.18K | SH | $10.06M 1.98% | 0.00 | 0.00 | 89.18K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 134.18K | SH | $9.98M 1.97% | 0.00 | 0.00 | 134.18K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 15.67K | SH | $9.17M 1.81% | 0.00 | 0.00 | 15.67K |
ISHARES TRSOLE | CORE S&P US VLU | 69.62K | SH | $6.74M 1.33% | 0.00 | 0.00 | 69.62K |
PALO ALTO NETWORKS INCSOLE | COM | 30.92K | SH | $6.32M 1.25% | 0.00 | 0.00 | 30.92K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.83K | SH | $5.22M 1.03% | 0.00 | 0.00 | 10.83K |
ISHARES TRSOLE | CORE MSCI EAFE | 58.95K | SH | $4.92M 0.97% | 0.00 | 0.00 | 58.95K |
3M COSOLE | COM | 31.52K | SH | $4.79M 0.95% | 0.00 | 0.00 | 31.52K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.79K | SH | $4.62M 0.91% | 0.00 | 0.00 | 9.79K |
ISHARES TRSOLE | CORE US AGGBD ET | 46.88K | SH | $4.61M 0.91% | 0.00 | 0.00 | 46.88K |
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