Filed: 1/12/2026ACC: 0001858782-26-000002
📋 What this filing means
CANVAS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 222 equity positions with a total reported market value of $588.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
222
Positions
$588.89M
Total AUM (reported)
11.40M
Total Shares
Allocation by class
COM$218.64M37.1%
COM CL A$44.15M7.5%
CAP STK CL A$37.21M6.3%
CL A$33.79M5.7%
CORE S&P TTL STK$25.75M4.4%
CORE S&P500 ETF$20.13M3.4%
CORE S&P US GWT$16.95M2.9%
Portfolio Concentration
Top 3$108.85M18.5%
4–10$157.85M26.8%
11–25$148.56M25.2%
Rest$173.63M29.5%
Top 3 weight
18.5%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 11.40M
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
11.40M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole222
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings222
Rows:
CUSTOM TRUCK ONE SOURCE INC
SOLEShares7.05M
TypeSH
Market value$40.61M
6.90%
Sole
0.00
Shared
0.00
None
7.05M
ALPHABET INC
SOLEShares118.88K
TypeSH
Market value$37.21M
6.32%
Sole
0.00
Shared
0.00
None
118.88K
MICROSOFT CORP
SOLEShares64.17K
TypeSH
Market value$31.04M
5.27%
Sole
0.00
Shared
0.00
None
64.17K
APPLE INC
SOLEShares106.10K
TypeSH
Market value$28.85M
4.90%
Sole
0.00
Shared
0.00
None
106.10K
ISHARES TR
SOLEShares173.19K
TypeSH
Market value$25.75M
4.37%
Sole
0.00
Shared
0.00
None
173.19K
NVIDIA CORPORATION
SOLEShares120.18K
TypeSH
Market value$22.41M
3.81%
Sole
0.00
Shared
0.00
None
120.18K
PALANTIR TECHNOLOGIES INC
SOLEShares116.53K
TypeSH
Market value$20.71M
3.52%
Sole
0.00
Shared
0.00
None
116.53K
AMAZON COM INC
SOLEShares89.29K
TypeSH
Market value$20.61M
3.50%
Sole
0.00
Shared
0.00
None
89.29K
ISHARES TR
SOLEShares29.40K
TypeSH
Market value$20.13M
3.42%
Sole
0.00
Shared
0.00
None
29.40K
TESLA INC
SOLEShares43.09K
TypeSH
Market value$19.38M
3.29%
Sole
0.00
Shared
0.00
None
43.09K
ISHARES TR
SOLEShares100.96K
TypeSH
Market value$16.95M
2.88%
Sole
0.00
Shared
0.00
None
100.96K
UBER TECHNOLOGIES INC
SOLEShares189.85K
TypeSH
Market value$15.51M
2.63%
Sole
0.00
Shared
0.00
None
189.85K
GOLDMAN SACHS ETF TR
SOLEShares112.54K
TypeSH
Market value$14.90M
2.53%
Sole
0.00
Shared
0.00
None
112.54K
AMERICAN CENTY ETF TR
SOLEShares154.31K
TypeSH
Market value$12.70M
2.16%
Sole
0.00
Shared
0.00
None
154.31K
ADVANCED MICRO DEVICES INC
SOLEShares52.86K
TypeSH
Market value$11.32M
1.92%
Sole
0.00
Shared
0.00
None
52.86K
ISHARES TR
SOLEShares93.39K
TypeSH
Market value$11.22M
1.91%
Sole
0.00
Shared
0.00
None
93.39K
SCHWAB STRATEGIC TR
SOLEShares405.33K
TypeSH
Market value$11.12M
1.89%
Sole
0.00
Shared
0.00
None
405.33K
VANGUARD INDEX FDS
SOLEShares16.62K
TypeSH
Market value$10.42M
1.77%
Sole
0.00
Shared
0.00
None
16.62K
PALO ALTO NETWORKS INC
SOLEShares44.63K
TypeSH
Market value$8.22M
1.40%
Sole
0.00
Shared
0.00
None
44.63K
ISHARES TR
SOLEShares74.47K
TypeSH
Market value$7.64M
1.30%
Sole
0.00
Shared
0.00
None
74.47K
BERKSHIRE HATHAWAY INC DEL
SOLEShares14.01K
TypeSH
Market value$7.04M
1.20%
Sole
0.00
Shared
0.00
None
14.01K
ISHARES TR
SOLEShares55.44K
TypeSH
Market value$5.54M
0.94%
Sole
0.00
Shared
0.00
None
55.44K
DIMENSIONAL ETF TRUST
SOLEShares72.86K
TypeSH
Market value$5.40M
0.92%
Sole
0.00
Shared
0.00
None
72.86K
ISHARES TR
SOLEShares60.34K
TypeSH
Market value$5.40M
0.92%
Sole
0.00
Shared
0.00
None
60.34K
CLOROX CO DEL
SOLEShares51.22K
TypeSH
Market value$5.16M
0.88%
Sole
0.00
Shared
0.00
None
51.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 7.05M | SH | $40.61M 6.90% | 0.00 | 0.00 | 7.05M |
ALPHABET INCSOLE | CAP STK CL A | 118.88K | SH | $37.21M 6.32% | 0.00 | 0.00 | 118.88K |
MICROSOFT CORPSOLE | COM | 64.17K | SH | $31.04M 5.27% | 0.00 | 0.00 | 64.17K |
APPLE INCSOLE | COM | 106.10K | SH | $28.85M 4.90% | 0.00 | 0.00 | 106.10K |
ISHARES TRSOLE | CORE S&P TTL STK | 173.19K | SH | $25.75M 4.37% | 0.00 | 0.00 | 173.19K |
NVIDIA CORPORATIONSOLE | COM | 120.18K | SH | $22.41M 3.81% | 0.00 | 0.00 | 120.18K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 116.53K | SH | $20.71M 3.52% | 0.00 | 0.00 | 116.53K |
AMAZON COM INCSOLE | COM | 89.29K | SH | $20.61M 3.50% | 0.00 | 0.00 | 89.29K |
ISHARES TRSOLE | CORE S&P500 ETF | 29.40K | SH | $20.13M 3.42% | 0.00 | 0.00 | 29.40K |
TESLA INCSOLE | COM | 43.09K | SH | $19.38M 3.29% | 0.00 | 0.00 | 43.09K |
ISHARES TRSOLE | CORE S&P US GWT | 100.96K | SH | $16.95M 2.88% | 0.00 | 0.00 | 100.96K |
UBER TECHNOLOGIES INCSOLE | COM | 189.85K | SH | $15.51M 2.63% | 0.00 | 0.00 | 189.85K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 112.54K | SH | $14.90M 2.53% | 0.00 | 0.00 | 112.54K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 154.31K | SH | $12.70M 2.16% | 0.00 | 0.00 | 154.31K |
ADVANCED MICRO DEVICES INCSOLE | COM | 52.86K | SH | $11.32M 1.92% | 0.00 | 0.00 | 52.86K |
ISHARES TRSOLE | CORE S&P SCP ETF | 93.39K | SH | $11.22M 1.91% | 0.00 | 0.00 | 93.39K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 405.33K | SH | $11.12M 1.89% | 0.00 | 0.00 | 405.33K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.62K | SH | $10.42M 1.77% | 0.00 | 0.00 | 16.62K |
PALO ALTO NETWORKS INCSOLE | COM | 44.63K | SH | $8.22M 1.40% | 0.00 | 0.00 | 44.63K |
ISHARES TRSOLE | CORE S&P US VLU | 74.47K | SH | $7.64M 1.30% | 0.00 | 0.00 | 74.47K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 14.01K | SH | $7.04M 1.20% | 0.00 | 0.00 | 14.01K |
ISHARES TRSOLE | CORE US AGGBD ET | 55.44K | SH | $5.54M 0.94% | 0.00 | 0.00 | 55.44K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 72.86K | SH | $5.40M 0.92% | 0.00 | 0.00 | 72.86K |
ISHARES TRSOLE | CORE MSCI EAFE | 60.34K | SH | $5.40M 0.92% | 0.00 | 0.00 | 60.34K |
CLOROX CO DELSOLE | COM | 51.22K | SH | $5.16M 0.88% | 0.00 | 0.00 | 51.22K |
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