Filed: 11/5/2025ACC: 0001858782-25-000005
📋 What this filing means
CANVAS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $549.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$549.90M
Total AUM (reported)
8.86M
Total Shares
Allocation by class
COM$209.81M38.2%
CL A$35.16M6.4%
COM CL A$32.45M5.9%
CAP STK CL A$29.43M5.4%
CORE S&P TTL STK$24.96M4.5%
CORE S&P500 ETF$19.34M3.5%
CORE S&P US GWT$16.71M3.0%
Portfolio Concentration
Top 3$92.63M16.8%
4–10$152.49M27.7%
11–25$144.22M26.2%
Rest$160.56M29.2%
Top 3 weight
16.8%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 8.86M
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
8.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole214
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings214
Rows:
MICROSOFT CORP
SOLEShares62.34K
TypeSH
Market value$32.25M
5.86%
Sole
0.00
Shared
0.00
None
62.34K
CUSTOM TRUCK ONE SOURCE INC
SOLEShares4.75M
TypeSH
Market value$30.95M
5.63%
Sole
0.00
Shared
0.00
None
4.75M
ALPHABET INC
SOLEShares119.97K
TypeSH
Market value$29.43M
5.35%
Sole
0.00
Shared
0.00
None
119.97K
APPLE INC
SOLEShares107.21K
TypeSH
Market value$27.66M
5.03%
Sole
0.00
Shared
0.00
None
107.21K
ISHARES TR
SOLEShares170.40K
TypeSH
Market value$24.96M
4.54%
Sole
0.00
Shared
0.00
None
170.40K
NVIDIA CORPORATION
SOLEShares122.36K
TypeSH
Market value$22.96M
4.17%
Sole
0.00
Shared
0.00
None
122.36K
PALANTIR TECHNOLOGIES INC
SOLEShares125.27K
TypeSH
Market value$21.68M
3.94%
Sole
0.00
Shared
0.00
None
125.27K
ISHARES TR
SOLEShares28.76K
TypeSH
Market value$19.34M
3.52%
Sole
0.00
Shared
0.00
None
28.76K
AMAZON COM INC
SOLEShares81.80K
TypeSH
Market value$17.96M
3.27%
Sole
0.00
Shared
0.00
None
81.80K
UBER TECHNOLOGIES INC
SOLEShares185.60K
TypeSH
Market value$17.93M
3.26%
Sole
0.00
Shared
0.00
None
185.60K
TESLA INC
SOLEShares41.18K
TypeSH
Market value$17.70M
3.22%
Sole
0.00
Shared
0.00
None
41.18K
ISHARES TR
SOLEShares101.25K
TypeSH
Market value$16.71M
3.04%
Sole
0.00
Shared
0.00
None
101.25K
GOLDMAN SACHS ETF TR
SOLEShares110.31K
TypeSH
Market value$14.41M
2.62%
Sole
0.00
Shared
0.00
None
110.31K
AMERICAN CENTY ETF TR
SOLEShares145.44K
TypeSH
Market value$11.63M
2.12%
Sole
0.00
Shared
0.00
None
145.44K
SCHWAB STRATEGIC TR
SOLEShares410.50K
TypeSH
Market value$11.25M
2.05%
Sole
0.00
Shared
0.00
None
410.50K
ISHARES TR
SOLEShares92.23K
TypeSH
Market value$11.07M
2.01%
Sole
0.00
Shared
0.00
None
92.23K
VANGUARD INDEX FDS
SOLEShares16.17K
TypeSH
Market value$9.95M
1.81%
Sole
0.00
Shared
0.00
None
16.17K
ADVANCED MICRO DEVICES INC
SOLEShares58.89K
TypeSH
Market value$9.70M
1.76%
Sole
0.00
Shared
0.00
None
58.89K
PALO ALTO NETWORKS INC
SOLEShares39.14K
TypeSH
Market value$8.11M
1.47%
Sole
0.00
Shared
0.00
None
39.14K
ISHARES TR
SOLEShares72.14K
TypeSH
Market value$7.26M
1.32%
Sole
0.00
Shared
0.00
None
72.14K
BERKSHIRE HATHAWAY INC DEL
SOLEShares13.35K
TypeSH
Market value$6.66M
1.21%
Sole
0.00
Shared
0.00
None
13.35K
ISHARES TR
SOLEShares58.81K
TypeSH
Market value$5.22M
0.95%
Sole
0.00
Shared
0.00
None
58.81K
ISHARES TR
SOLEShares50.71K
TypeSH
Market value$5.08M
0.92%
Sole
0.00
Shared
0.00
None
50.71K
CROWDSTRIKE HLDGS INC
SOLEShares9.83K
TypeSH
Market value$4.82M
0.88%
Sole
0.00
Shared
0.00
None
9.83K
3M CO
SOLEShares29.20K
TypeSH
Market value$4.63M
0.84%
Sole
0.00
Shared
0.00
None
29.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 62.34K | SH | $32.25M 5.86% | 0.00 | 0.00 | 62.34K |
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 4.75M | SH | $30.95M 5.63% | 0.00 | 0.00 | 4.75M |
ALPHABET INCSOLE | CAP STK CL A | 119.97K | SH | $29.43M 5.35% | 0.00 | 0.00 | 119.97K |
APPLE INCSOLE | COM | 107.21K | SH | $27.66M 5.03% | 0.00 | 0.00 | 107.21K |
ISHARES TRSOLE | CORE S&P TTL STK | 170.40K | SH | $24.96M 4.54% | 0.00 | 0.00 | 170.40K |
NVIDIA CORPORATIONSOLE | COM | 122.36K | SH | $22.96M 4.17% | 0.00 | 0.00 | 122.36K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 125.27K | SH | $21.68M 3.94% | 0.00 | 0.00 | 125.27K |
ISHARES TRSOLE | CORE S&P500 ETF | 28.76K | SH | $19.34M 3.52% | 0.00 | 0.00 | 28.76K |
AMAZON COM INCSOLE | COM | 81.80K | SH | $17.96M 3.27% | 0.00 | 0.00 | 81.80K |
UBER TECHNOLOGIES INCSOLE | COM | 185.60K | SH | $17.93M 3.26% | 0.00 | 0.00 | 185.60K |
TESLA INCSOLE | COM | 41.18K | SH | $17.70M 3.22% | 0.00 | 0.00 | 41.18K |
ISHARES TRSOLE | CORE S&P US GWT | 101.25K | SH | $16.71M 3.04% | 0.00 | 0.00 | 101.25K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 110.31K | SH | $14.41M 2.62% | 0.00 | 0.00 | 110.31K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 145.44K | SH | $11.63M 2.12% | 0.00 | 0.00 | 145.44K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 410.50K | SH | $11.25M 2.05% | 0.00 | 0.00 | 410.50K |
ISHARES TRSOLE | CORE S&P SCP ETF | 92.23K | SH | $11.07M 2.01% | 0.00 | 0.00 | 92.23K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.17K | SH | $9.95M 1.81% | 0.00 | 0.00 | 16.17K |
ADVANCED MICRO DEVICES INCSOLE | COM | 58.89K | SH | $9.70M 1.76% | 0.00 | 0.00 | 58.89K |
PALO ALTO NETWORKS INCSOLE | COM | 39.14K | SH | $8.11M 1.47% | 0.00 | 0.00 | 39.14K |
ISHARES TRSOLE | CORE S&P US VLU | 72.14K | SH | $7.26M 1.32% | 0.00 | 0.00 | 72.14K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 13.35K | SH | $6.66M 1.21% | 0.00 | 0.00 | 13.35K |
ISHARES TRSOLE | CORE MSCI EAFE | 58.81K | SH | $5.22M 0.95% | 0.00 | 0.00 | 58.81K |
ISHARES TRSOLE | CORE US AGGBD ET | 50.71K | SH | $5.08M 0.92% | 0.00 | 0.00 | 50.71K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.83K | SH | $4.82M 0.88% | 0.00 | 0.00 | 9.83K |
3M COSOLE | COM | 29.20K | SH | $4.63M 0.84% | 0.00 | 0.00 | 29.20K |
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