Institutional Manager · CIK 0001858782
Canvas Wealth Advisors, LLC
SHAWNEE, KS · File #028-21145
Latest AUM
$588.9M
Positions
222
Top-10 Concentration
53.5%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | CUSTOM TRUCK ONE SOURCE INC | CTOS | +2,303,504 | +$13.3M | -$3.6M |
| REDUCE | FIDELITY COVINGTON TRUST | 316092113 | -76,767 | -$2.9M | +$68,001 |
| ADD | ROBINHOOD MKTS INC | 770700102 | +24,234 | +$2.7M | -$57,659 |
| ADD | DIMENSIONAL ETF TRUST | 25434V401 | +32,312 | +$2.4M | +$55,922 |
| ADD | SERVICENOW INC | NOW | +12,369 | +$1.9M | -$470,685 |
| ADD | AMAZON COM INC | AMZN | +7,493 | +$1.7M | +$925,143 |
| NEW | FIRST BUSEY CORP | BUSEP | +71,539 | +$1.7M | $0 |
| ADD | CLOROX CO DEL | CLX | +16,429 | +$1.7M | -$777,828 |
| ADD | BLACKROCK ETF TRUST II | BLK | +29,782 | +$1.6M | -$23,861 |
| REDUCE | PALANTIR TECHNOLOGIES INC | PLTR | -8,734 | -$1.6M | +$586,250 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025222 pos · $588.9M
- 13F HOLDINGS REPORTQ/E Sep 2025214 pos · $549.9M
- 13F HOLDINGS REPORTQ/E Jun 2025207 pos · $507.1M
- 13F HOLDINGS REPORTQ/E Mar 2025180 pos · $389.5M
- 13F HOLDINGS REPORTQ/E Dec 2024177 pos · $398.3M
- 13F HOLDINGS REPORTQ/E Sep 2024178 pos · $362.1M
- 13F HOLDINGS REPORTQ/E Jun 2024150 pos · $323.4M
- 13F HOLDINGS REPORTQ/E Mar 2024146 pos · $297.5M
- 13F HOLDINGS REPORTQ/E Dec 2023122 pos · $243.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CUSTOM TRUCK ONE SOURCE INC | CTOS | 7,050,221 | $40.6M | 8.15% |
| 2 | ALPHABET INC | GOOG | 118,880 | $37.2M | 7.47% |
| 3 | MICROSOFT CORP | MSFT | 64,175 | $31.0M | 6.23% |
| 4 | APPLE INC | AAPL | 106,104 | $28.8M | 5.79% |
| 5 | ISHARES TR | 464287150 | 173,190 | $25.8M | 5.17% |
| 6 | NVIDIA CORPORATION | NVDA | 120,177 | $22.4M | 4.50% |
| 7 | PALANTIR TECHNOLOGIES INC | PLTR | 116,533 | $20.7M | 4.16% |
| 8 | AMAZON COM INC | AMZN | 89,292 | $20.6M | 4.14% |
| 9 | ISHARES TR | 464287200 | 29,396 | $20.1M | 4.04% |
| 10 | TESLA INC | TSLA | 43,094 | $19.4M | 3.89% |
| 11 | ISHARES TR | 464287671 | 100,956 | $17.0M | 3.40% |
| 12 | UBER TECHNOLOGIES INC | UBER | 189,848 | $15.5M | 3.11% |
| 13 | GOLDMAN SACHS ETF TR | NVGLF | 112,536 | $14.9M | 2.99% |
| 14 | AMERICAN CENTY ETF TR | 025072703 | 154,314 | $12.7M | 2.55% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 52,862 | $11.3M | 2.27% |
| 16 | ISHARES TR | 464287804 | 93,393 | $11.2M | 2.25% |
| 17 | SCHWAB STRATEGIC TR | 808524797 | 405,333 | $11.1M | 2.23% |
| 18 | VANGUARD INDEX FDS | 922908363 | 16,621 | $10.4M | 2.09% |
| 19 | PALO ALTO NETWORKS INC | PANW | 44,634 | $8.2M | 1.65% |
| 20 | ISHARES TR | 464287663 | 74,468 | $7.6M | 1.53% |