Filed: 7/10/2026ACC: 0001858782-26-000008
📋 What this filing means
CANVAS WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 251 equity positions with a total reported market value of $716.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
251
Positions
$716.87M
Total AUM (reported)
11.13M
Total Shares
Allocation by class
COM$260.37M36.3%
COM CL A$77.45M10.8%
CAP STK CL A$40.84M5.7%
CORE S&P TTL STK$31.61M4.4%
CL A$30.37M4.2%
CORE S&P US GWT$19.10M2.7%
INTL EQT ETF$16.57M2.3%
Portfolio Concentration
Top 3$143.10M20.0%
4–10$174.01M24.3%
11–25$177.25M24.7%
Rest$222.50M31.0%
Top 3 weight
20.0%
Top 10 weight
44.2%
Voting Authority Distribution
Total shares with voting rights: 11.13M
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
11.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole251
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings251
Rows:
CUSTOM TRUCK ONE SOURCE INC
SOLEShares5.98M
TypeSH
Market value$70.66M
9.86%
Sole
0.00
Shared
0.00
None
5.98M
ALPHABET INC
SOLEShares114.27K
TypeSH
Market value$40.84M
5.70%
Sole
0.00
Shared
0.00
None
114.27K
ISHARES TR
SOLEShares192.44K
TypeSH
Market value$31.61M
4.41%
Sole
0.00
Shared
0.00
None
192.44K
APPLE INC
SOLEShares106.89K
TypeSH
Market value$30.93M
4.31%
Sole
0.00
Shared
0.00
None
106.89K
MICROSOFT CORP
SOLEShares82.42K
TypeSH
Market value$30.75M
4.29%
Sole
0.00
Shared
0.00
None
82.42K
AMAZON COM INC
SOLEShares120.90K
TypeSH
Market value$28.81M
4.02%
Sole
0.00
Shared
0.00
None
120.90K
ADVANCED MICRO DEVICES INC
SOLEShares40.26K
TypeSH
Market value$23.39M
3.26%
Sole
0.00
Shared
0.00
None
40.26K
NVIDIA CORPORATION
SOLEShares115.13K
TypeSH
Market value$23.04M
3.21%
Sole
0.00
Shared
0.00
None
115.13K
ISHARES TR
SOLEShares101.56K
TypeSH
Market value$19.10M
2.66%
Sole
0.00
Shared
0.00
None
101.56K
TESLA INC
SOLEShares42.79K
TypeSH
Market value$18.00M
2.51%
Sole
0.00
Shared
0.00
None
42.79K
UBER TECHNOLOGIES INC
SOLEShares239.17K
TypeSH
Market value$17.26M
2.41%
Sole
0.00
Shared
0.00
None
239.17K
PALO ALTO NETWORKS INC
SOLEShares48.85K
TypeSH
Market value$16.66M
2.32%
Sole
0.00
Shared
0.00
None
48.85K
AMERICAN CENTY ETF TR
SOLEShares185.74K
TypeSH
Market value$16.57M
2.31%
Sole
0.00
Shared
0.00
None
185.74K
GOLDMAN SACHS ETF TR
SOLEShares111.25K
TypeSH
Market value$15.79M
2.20%
Sole
0.00
Shared
0.00
None
111.25K
PALANTIR TECHNOLOGIES INC
SOLEShares132.21K
TypeSH
Market value$15.43M
2.15%
Sole
0.00
Shared
0.00
None
132.21K
SCHWAB STRATEGIC TR
SOLEShares401.12K
TypeSH
Market value$12.72M
1.77%
Sole
0.00
Shared
0.00
None
401.12K
ISHARES TR
SOLEShares84.03K
TypeSH
Market value$12.46M
1.74%
Sole
0.00
Shared
0.00
None
84.03K
VANGUARD INDEX FDS
SOLEShares16.12K
TypeSH
Market value$11.07M
1.54%
Sole
0.00
Shared
0.00
None
16.12K
ISHARES TR
SOLEShares13.88K
TypeSH
Market value$10.40M
1.45%
Sole
0.00
Shared
0.00
None
13.88K
CLOROX CO DEL
SOLEShares94.03K
TypeSH
Market value$8.97M
1.25%
Sole
0.00
Shared
0.00
None
94.03K
ISHARES TR
SOLEShares81.20K
TypeSH
Market value$8.94M
1.25%
Sole
0.00
Shared
0.00
None
81.20K
AMERICAN CENTY ETF TR
SOLEShares91.89K
TypeSH
Market value$8.27M
1.15%
Sole
0.00
Shared
0.00
None
91.89K
DIMENSIONAL ETF TRUST
SOLEShares181.13K
TypeSH
Market value$8.03M
1.12%
Sole
0.00
Shared
0.00
None
181.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.61K
TypeSH
Market value$7.81M
1.09%
Sole
0.00
Shared
0.00
None
15.61K
CROWDSTRIKE HLDGS INC
SOLEShares9.01K
TypeSH
Market value$6.88M
0.96%
Sole
0.00
Shared
0.00
None
9.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CUSTOM TRUCK ONE SOURCE INCSOLE | COM CL A | 5.98M | SH | $70.66M 9.86% | 0.00 | 0.00 | 5.98M |
ALPHABET INCSOLE | CAP STK CL A | 114.27K | SH | $40.84M 5.70% | 0.00 | 0.00 | 114.27K |
ISHARES TRSOLE | CORE S&P TTL STK | 192.44K | SH | $31.61M 4.41% | 0.00 | 0.00 | 192.44K |
APPLE INCSOLE | COM | 106.89K | SH | $30.93M 4.31% | 0.00 | 0.00 | 106.89K |
MICROSOFT CORPSOLE | COM | 82.42K | SH | $30.75M 4.29% | 0.00 | 0.00 | 82.42K |
AMAZON COM INCSOLE | COM | 120.90K | SH | $28.81M 4.02% | 0.00 | 0.00 | 120.90K |
ADVANCED MICRO DEVICES INCSOLE | COM | 40.26K | SH | $23.39M 3.26% | 0.00 | 0.00 | 40.26K |
NVIDIA CORPORATIONSOLE | COM | 115.13K | SH | $23.04M 3.21% | 0.00 | 0.00 | 115.13K |
ISHARES TRSOLE | CORE S&P US GWT | 101.56K | SH | $19.10M 2.66% | 0.00 | 0.00 | 101.56K |
TESLA INCSOLE | COM | 42.79K | SH | $18.00M 2.51% | 0.00 | 0.00 | 42.79K |
UBER TECHNOLOGIES INCSOLE | COM | 239.17K | SH | $17.26M 2.41% | 0.00 | 0.00 | 239.17K |
PALO ALTO NETWORKS INCSOLE | COM | 48.85K | SH | $16.66M 2.32% | 0.00 | 0.00 | 48.85K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 185.74K | SH | $16.57M 2.31% | 0.00 | 0.00 | 185.74K |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 111.25K | SH | $15.79M 2.20% | 0.00 | 0.00 | 111.25K |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 132.21K | SH | $15.43M 2.15% | 0.00 | 0.00 | 132.21K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 401.12K | SH | $12.72M 1.77% | 0.00 | 0.00 | 401.12K |
ISHARES TRSOLE | CORE S&P SCP ETF | 84.03K | SH | $12.46M 1.74% | 0.00 | 0.00 | 84.03K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.12K | SH | $11.07M 1.54% | 0.00 | 0.00 | 16.12K |
ISHARES TRSOLE | CORE S&P500 ETF | 13.88K | SH | $10.40M 1.45% | 0.00 | 0.00 | 13.88K |
CLOROX CO DELSOLE | COM | 94.03K | SH | $8.97M 1.25% | 0.00 | 0.00 | 94.03K |
ISHARES TRSOLE | CORE S&P US VLU | 81.20K | SH | $8.94M 1.25% | 0.00 | 0.00 | 81.20K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 91.89K | SH | $8.27M 1.15% | 0.00 | 0.00 | 91.89K |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 181.13K | SH | $8.03M 1.12% | 0.00 | 0.00 | 181.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 15.61K | SH | $7.81M 1.09% | 0.00 | 0.00 | 15.61K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 9.01K | SH | $6.88M 0.96% | 0.00 | 0.00 | 9.01K |
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