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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Canvas Wealth Advisors, LLC

Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001085146-25-004300

Total Value
$507.1M
Positions
207
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (207)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT62,527$32.0M6.32%
2CUSTOM TRUCK ONE SOURCE INCCTOS4,760,683$28.3M5.59%
3ISHARES TR464287150164,261$22.9M4.51%
4ALPHABET INCGOOG118,489$22.8M4.50%
5APPLE INCAAPL105,577$22.6M4.46%
6NVIDIA CORPORATIONNVDA121,923$21.5M4.25%
7PALANTIR TECHNOLOGIES INCPLTR134,182$21.2M4.18%
8ISHARES TR464287671111,591$17.4M3.43%
9AMAZON COM INCAMZN74,310$17.3M3.41%
10ISHARES TR46428720026,320$16.8M3.32%
11UBER TECHNOLOGIES INCUBER182,952$16.6M3.27%
12GOLDMAN SACHS ETF TRNVGLF107,325$13.4M2.64%
13TESLA INCTSLA40,255$13.1M2.58%
14SCHWAB STRATEGIC TR808524797406,202$11.0M2.18%
15ADVANCED MICRO DEVICES INCAMD59,664$10.4M2.04%
16ISHARES TR46428780489,177$10.1M1.98%
17AMERICAN CENTY ETF TR025072703134,178$10.0M1.97%
18VANGUARD INDEX FDS92290836315,667$9.2M1.81%
19ISHARES TR46428766369,620$6.7M1.33%
20PALO ALTO NETWORKS INCPANW30,919$6.3M1.25%
21BERKSHIRE HATHAWAY INC DELBRK-A10,832$5.2M1.03%
22ISHARES TR46432F84258,945$4.9M0.97%
233M COMMM31,521$4.8M0.95%
24CROWDSTRIKE HLDGS INCCRWD9,793$4.6M0.91%
25ISHARES TR46428722646,878$4.6M0.91%
26AMERICAN CENTY ETF TR02507287745,548$4.3M0.86%
27AMERICAN CENTY ETF TR02507288536,862$3.8M0.76%
28JPMORGAN CHASE & CO.VYLD12,658$3.8M0.74%
29CLOROX CO DELCLX29,548$3.8M0.74%
30VANGUARD INDEX FDS9229087368,126$3.7M0.73%
31NIKE INCNKE46,754$3.7M0.73%
32VANGUARD INDEX FDS92290875112,945$3.2M0.63%
33AMERICAN CENTY ETF TR02507260445,389$3.2M0.63%
34META PLATFORMS INCMETA4,399$3.2M0.62%
35VANGUARD INDEX FDS9229087699,916$3.1M0.61%
36MERCADOLIBRE INCMELI1,313$3.1M0.61%
37BROADCOM INCAVGO10,016$2.9M0.58%
38BERKSHIRE HATHAWAY INC DELBRK-A4$2.9M0.57%
39BLACKROCK ETF TRUST IIBLK54,544$2.9M0.57%
40J P MORGAN EXCHANGE TRADED F46641Q83753,819$2.7M0.54%
41FIDELITY COVINGTON TRUST31609211376,580$2.7M0.53%
42VANGUARD STAR FDS92190976838,297$2.7M0.53%
43VANGUARD INDEX FDS92290874413,190$2.4M0.47%
44FIDELITY MERRIMACK STR TR31618830951,395$2.3M0.46%
45FIDELITY COVINGTON TRUST31609A40470,159$2.3M0.46%
46ASML HOLDING N VASMLF3,154$2.3M0.45%
47ALPHABET INCGOOG10,761$2.1M0.41%
48WALMART INCWMT21,001$2.0M0.40%
49ISHARES TR46428772110,702$1.9M0.38%
50ISHARES TR46428841418,187$1.9M0.37%
51LAUDER ESTEE COS INC51843910419,785$1.8M0.36%
52DIMENSIONAL ETF TRUST25434V40126,344$1.8M0.36%
53FIDELITY COMWLTH TR31591280821,171$1.8M0.35%
54COSTCO WHSL CORP NEW22160K1051,609$1.5M0.30%
55ISHARES TR46434V40732,988$1.4M0.28%
56VANGUARD TAX-MANAGED FDS92194385822,149$1.3M0.25%
57VANGUARD INDEX FDS9229085954,352$1.2M0.25%
58ELI LILLY & COLLY1,451$1.2M0.23%
59SHOPIFY INCSHOP9,178$1.2M0.23%
60NETFLIX INCNFLX980$1.2M0.23%
61SPDR S&P 500 ETF TRSPY1,803$1.1M0.23%
62ISHARES INC46434G10317,842$1.1M0.21%
63ORACLE CORPORCL-PD4,305$1.1M0.21%
64FIDELITY WISE ORIGIN BITCOINFBTC10,281$1.1M0.21%
65AMERICAN CENTY ETF TR02507234915,061$1.1M0.21%
66MCDONALDS CORPMCD3,531$1.1M0.21%
67ISHARES TR4642888859,309$1.0M0.20%
68EA SERIES TRUST02072L5659,016$1.0M0.20%
69HOME DEPOT INCHD2,570$969,5990.19%
70VANGUARD INDEX FDS9229086114,775$966,5860.19%
71QUANTA SVCS INC74762E1022,307$950,4610.19%
72MASTERCARD INCORPORATEDMA1,666$946,7600.19%
73SEA LTDSE5,822$935,8280.18%
74ISHARES TR4642875984,630$917,6660.18%
75SCHWAB CHARLES CORPSCHW-PJ9,103$891,2790.18%
76TAIWAN SEMICONDUCTOR MFG LTD8740391003,661$888,6750.18%
77KIMBERLY-CLARK CORPKMB6,877$872,3910.17%
78CALIFORNIA WTR SVC GROUP13078810219,556$866,7250.17%
79SPDR SERIES TRUST78464A84715,198$855,5120.17%
80INVESCO EXCHANGE TRADED FD TIVZ4,512$842,0240.17%
81SPDR SERIES TRUST78468R73915,662$751,0010.15%
82STRYKER CORPORATIONSYK1,869$748,8990.15%
83SERVICENOW INCNOW759$748,1840.15%
84MARTEN TRANS LTDMRTN57,885$744,9820.15%
85AMERICAN CENTY ETF TR02507236411,522$726,7490.14%
86J P MORGAN EXCHANGE TRADED F46641Q65413,535$689,7000.14%
87VISA INCV1,933$687,1430.14%
88GLOBE LIFE INCGL-PD5,086$682,3590.13%
89THERMO FISHER SCIENTIFIC INCTMO1,394$676,0570.13%
90NORTHERN TR CORPNTRSO5,136$666,6100.13%
91BANK AMERICA CORP06050510413,735$662,4410.13%
92JOHNSON & JOHNSONJNJ3,979$661,4390.13%
93ISHARES TR46428750710,270$659,6420.13%
94SPDR INDEX SHS FDS78463X88915,565$632,4060.12%
95INFORMATICA INC45674M10125,651$629,9890.12%
96FIDELITY COVINGTON TRUST31609A20618,763$622,3810.12%
97WERNER ENTERPRISES INCWERN21,663$619,7780.12%
98VANGUARD BD INDEX FDS9219378277,532$590,3580.12%
99INTUITINTU738$589,4630.12%
100VANGUARD SCOTTSDALE FDS92206C7146,623$576,3330.11%
101ISHARES TR4642875805,584$567,8930.11%
102GOLDMAN SACHS ETF TRNVGLF11,137$565,4430.11%
103CISCO SYS INCCSCO8,313$564,6190.11%
104SOLVENTUM CORPSOLV7,460$550,3240.11%
105SPDR SERIES TRUST78464A28421,733$526,8080.10%
106FIDELITY COVINGTON TRUST31609235210,426$524,2190.10%
107VANGUARD INDEX FDS9229086291,803$519,9600.10%
108VANGUARD WORLD FD9219108161,363$519,5210.10%
109VANECK ETF TRUST92189F6761,778$518,1030.10%
110ISHARES TR4642873094,527$517,1190.10%
111EXXON MOBIL CORPXOM4,613$514,0500.10%
112H2O AMERICAHTO10,218$488,2130.10%
113J P MORGAN EXCHANGE TRADED F46641Q3328,472$484,3430.10%
114FIRST SOLAR INCFSLR2,625$481,8980.10%
115BECTON DICKINSON & COBDX2,571$470,4040.09%
116ABBVIE INCABBV2,482$467,8930.09%
117CATERPILLAR INCCAT1,052$455,4530.09%
118DIAGEO PLCDGEAF4,144$431,7630.09%
119EATON CORP PLCETN1,072$421,0570.08%
120INTERNATIONAL BUSINESS MACHSINTR1,585$417,2450.08%
121DIMENSIONAL ETF TRUST25434V70811,009$407,6630.08%
122WATERS CORP9418481031,264$382,1830.08%
123DIMENSIONAL ETF TRUST25434V73212,471$377,3720.07%
124INVESCO QQQ TRIVZ658$373,8360.07%
125SCHWAB STRATEGIC TR8085247558,915$362,8410.07%
126T-MOBILE US INCTMUSZ1,498$356,8090.07%
127CHEVRON CORP NEWCVX2,269$354,5990.07%
128HOLOGIC INCHOLX5,334$350,3900.07%
129OREILLY AUTOMOTIVE INC67103H1073,597$350,0960.07%
130DIMENSIONAL ETF TRUST25434V2039,987$346,2510.07%
131ISHARES TR4642872423,177$345,5620.07%
132TAKE-TWO INTERACTIVE SOFTWARTTWO1,527$345,3400.07%
133S&P GLOBAL INCSPGI645$342,1140.07%
134PROCTER AND GAMBLE CO7427181092,155$338,5960.07%
135VANGUARD SPECIALIZED FUNDS9219088441,614$336,6890.07%
136GE AEROSPACE3696043011,215$328,7930.06%
137QIAGEN NVQGEN6,336$322,9900.06%
138DIMENSIONAL ETF TRUST25434V5004,761$313,9150.06%
139VANGUARD INDEX FDS9229086371,059$311,3570.06%
140FIDELITY COVINGTON TRUST31609A80010,793$309,1180.06%
141KKR & CO INCKKRT2,019$307,1910.06%
142MORGAN STANLEYMS-PQ2,146$305,9340.06%
143NORTHROP GRUMMAN CORPNOC535$304,2360.06%
144TRANSDIGM GROUP INCTDG188$302,0010.06%
145DIMENSIONAL ETF TRUST25434V6669,389$298,9460.06%
146MONDELEZ INTL INC6092071054,248$295,6000.06%
147COCA COLA COKO4,332$294,9660.06%
148NEXTERA ENERGY INCNEE-PW4,133$294,8480.06%
149PHILIP MORRIS INTL INC7181721091,837$289,8230.06%
150SALESFORCE INCCRM1,059$286,1950.06%
151PROSPERITY BANCSHARES INCPB4,150$280,6230.06%
152LINDE PLCLIN599$280,0120.06%
153AMERICAN CENTY ETF TR0250722323,510$279,0560.06%
154PEPSICO INCPEP1,961$277,6190.05%
155HENRY SCHEIN INCHSIC3,938$277,4710.05%
156ISHARES TR4642876551,211$271,4090.05%
157BLACKROCK INCBLK242$270,5120.05%
158SSGA ACTIVE ETF TR78467V7076,500$263,9000.05%
159AMERICAN EXPRESS COAXP849$263,8180.05%
160FIRST TR EXCHANGE-TRADED FD33738D1017,020$263,6010.05%
161MID-AMER APT CMNTYS INC59522J1031,758$262,5570.05%
162ARISTA NETWORKS INCANET2,233$262,4890.05%
163WELLS FARGO CO NEW9497461013,109$258,2650.05%
164SPDR SERIES TRUST78464A8543,440$257,7590.05%
165BLACKSTONE INCBX1,438$254,3590.05%
166RTX CORPORATIONRTX1,628$254,0820.05%
167DIMENSIONAL ETF TRUST25434V7998,116$253,4220.05%
168TRAVELERS COMPANIES INCTRV992$252,8710.05%
169ISHARES TR4642875152,239$252,7380.05%
170DENTSPLY SIRONA INCXRAY15,649$251,4730.05%
171APPLIED MATLS INC0382221051,316$250,3950.05%
172VANGUARD INTL EQUITY INDEX F9220428584,951$249,7280.05%
173NUSHARES ETF TRNU10,500$249,4280.05%
174VANGUARD WORLD FD92204A702357$247,8070.05%
175GOLDMAN SACHS ETF TRNVGLF2,450$245,2700.05%
176ISHARES TR4642874081,215$242,5990.05%
177SCHWAB STRATEGIC TR80852480510,787$239,2600.05%
178VERIZON COMMUNICATIONS INCVZ5,634$238,6490.05%
179PNC FINL SVCS GROUP INC6934751051,204$233,5400.05%
180VANGUARD WORLD FD92204A504936$233,4480.05%
181DEERE & CODE456$232,8110.05%
182TJX COS INC NEW8725401091,855$232,6050.05%
183MERCK & CO INCMRK2,762$232,1740.05%
184ROGERS CORPROG3,496$231,2600.05%
185ALTRIA GROUP INCMO3,928$230,6520.05%
186SCHWAB STRATEGIC TR8085247485,433$230,3590.05%
187NU HLDGS LTDNU18,187$229,3380.05%
188MARTIN MARIETTA MATLS INC573284106393$226,4080.04%
189INTUITIVE SURGICAL INCISRG457$225,7350.04%
190HILTON WORLDWIDE HLDGS INCHLT833$225,3850.04%
191LAM RESEARCH CORPLRCX2,281$224,9520.04%
192DIMENSIONAL ETF TRUST25434V8807,543$224,0360.04%
193AT&T INCT-PC8,035$221,7620.04%
194MCCORMICK & CO INCMKC-V3,047$218,1960.04%
195ISHARES TR4642874652,415$215,6350.04%
196GOLDMAN SACHS ETF TRNVGLF4,250$215,3900.04%
197DRAFTKINGS INC NEWDKNG4,850$214,7580.04%
198BROOKFIELD CORP11271J1073,168$213,9980.04%
199ZSCALER INCZS734$212,1550.04%
200AMPHENOL CORP NEW0320951011,963$209,4520.04%
201MARRIOTT INTL INC NEW571903202748$206,2910.04%
202AUTOMATIC DATA PROCESSING INADP663$203,4680.04%
203EMERSON ELEC COEMR1,343$200,7520.04%
204FORD MTR CO34537086013,069$147,4150.03%
205TORTOISE CAPITAL SERIES TRUS89093020913,908$125,8670.02%
206NGL ENERGY PARTNERS LPNGL-PC20,000$85,0000.02%
207SELECTQUOTE INCSLQT15,000$29,1000.01%