Canvas Wealth Advisors, LLC

Registered adviser

CIK

1858782

Location

SHAWNEE, KS

Portfolio Value

Small $712,217,178

Diversification

Diversified

Filing Date

Global Rank

#3,101 / 8,816 ▲ 136

Top Industry

Rental & Leasing Services 16.4%

Period ended 4 months ago

Filed Jul 10, 2026 · 4mo

22 quarters · since Mar 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 306343

Roster of Oct 1, 2026

Regulatory AUM

$929,159,544

Main clients

Individuals and high net worth (93% of AUM)

Private funds

7 funds · Real estate funds

Focus by gross assets, Schedule D of Dec 10, 2024

$267,034,223 gross assets

Private funds on Schedule D 7.B.(1)

As filed Dec 10, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$302,559,223 gross assets in 10 funds Real estate funds $302,559,223 (10)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Sep 2026 to Oct 2026	$929,159,544	Individuals and high net worth (93%)
Feb 2026 to Aug 2026	$929,159,544	Individuals and high net worth (93%)
Feb 2025 to Jan 2026	$713,000,894	Individuals and high net worth (91%)
Aug 2024 to Jan 2025	$624,216,149	Individuals and high net worth (79%)
Jul 2024	$527,200,419	Individuals and high net worth (94%)
Apr 2024 to Jun 2024	$527,200,419	Individuals and high net worth (94%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 59.8%, 19.0 effective positions, active share 62.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.4 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 62.4%; sector active share 27.6% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

250 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.4%

−0.8 pts

Top 5

40.7%

+0.3 pts

Top 10

59.8%

−0.3 pts

HHI

526

Diversified−0

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.1%	$271,055,824	112
Technology	26.6%	$189,582,527	34
Industrials	11.7%	$83,568,967	17
Consumer Cyclical	7.6%	$54,324,317	12
Communication Services	6.8%	$48,483,725	6
Financial Services	4.4%	$31,628,904	30
Consumer Defensive	3.0%	$21,031,505	10
Healthcare	1.2%	$8,898,498	17
Utilities	0.2%	$1,702,586	4
Energy	0.2%	$1,257,527	6
Real Estate	0.1%	$409,317	1
Basic Materials	0.0%	$273,481	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	+82,655	181,125	$8,034,705
EQPT	EquipmentShare.com Inc	+43,457	95,410	$1,875,760
CLX	Clorox Co	+40,989	94,026	$8,973,841
VUG	VANGUARD GROWTH INDEX FUND	+39,475	47,993	$4,134,117
UBER	Uber Technologies, Inc	+39,082	239,173	$17,258,723
KMB	Kimberly Clark Corp	+28,291	43,463	$4,770,933
DFGR	Dimensional Global Real Estate ETF	+27,664	35,505	$1,028,579
DFIC	Dimensional International Core Equity 2 ETF	+22,374	60,748	$2,263,470
QGEN	Qiagen N.V.	+14,281	30,119	$1,177,652
SCHD	Schwab U.S. Dividend Equity ETF	+12,105	401,118	$12,719,451
PLTR	Palantir Technologies Inc.	+10,923	132,211	$15,425,057
NOW	ServiceNow, Inc.	+10,773	28,524	$2,831,862
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+9,749	39,760	$1,615,846
MSFT	Microsoft Corp	+9,568	82,424	$30,745,800
AMZN	Amazon Com Inc	+9,214	120,898	$28,814,829
DFSV	Dimensional US Small Cap Value ETF	+9,136	40,580	$1,574,098
DUHP	Dimensional US High Profitability ETF	+8,220	39,197	$1,635,690
AVDE	Avantis International Equity ETF	+8,073	185,740	$16,568,008
AVMC	Avantis U.S. Mid Cap Equity ETF	+7,746	15,585	$1,250,696
DFAS	Dimensional U.S. Small Cap ETF	+7,517	13,535	$1,114,471
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+7,220	192,444	$31,612,775
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+7,148	8,168	$976,239
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+6,180	7,725	$679,104
QQQM	Invesco Ltd.	+5,185	7,238	$2,192,896
IUSV	iShares Core S&P U.S. Value ETF	+4,565	81,196	$8,943,739
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTOS	Custom Truck One Source, Inc.	−1,036,877	5,982,649	$70,655,084
MRTN	Marten Transport Ltd	−60,942	12,673	$219,876
FBND	Fidelity Total Bond ETF	−25,757	64,811	$2,948,252
JMST	JPMorgan Ultra-Short Municipal Income ETF	−24,258	47,075	$2,400,825
FESM	Fidelity Enhanced Small Cap Core ETF	−19,703	12,493	$603,286
DFUS	Dimensional U.S. Equity Market ETF	−12,112	35,109	$2,876,831
AMD	Advanced Micro Devices Inc	−10,547	40,261	$23,388,017
BINC		−8,170	70,777	$3,704,468
NKE	NIKE, Inc.	−8,039	20,535	$842,961
IJR	iShares Core S&P Small-Cap ETF	−7,245	84,031	$12,462,637
DFAI	Dimensional International Core Equity Market ETF	−6,769	5,957	$245,726
PANW	Palo Alto Networks Inc	−6,703	48,854	$16,660,191
NVDA	Nvidia Corp	−6,613	115,127	$23,035,761
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−6,349	24,940	$634,473
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	−5,595	39,250	$1,796,080
CWT	California Water Service Group	−5,545	17,079	$830,893
CRWD	CrowdStrike Holdings, Inc.	−5,097	9,010	$6,875,891
JAAA	Janus Henderson AAA CLO ETF	−3,600	8,900	$449,361
SCHX	Schwab U.S. Large-Cap ETF	−3,287	9,583	$282,027
FEMR	Fidelity Enhanced Emerging Markets ETF	−2,980	4,834	$205,831
GOOGL	Alphabet Inc.	−2,788	114,270	$40,836,669
SOLV	Solventum Corp	−2,614	5,628	$434,200
NU	Nu Holdings Ltd.	−2,551	14,683	$196,164
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−2,204	111,252	$15,785,546
TSLA	Tesla, Inc.	−2,099	42,792	$17,998,315
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	15,204	$2,597,755
CRM	Salesforce, Inc.	13,416	$2,101,750
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	4,095	$923,381
DFSD	Dimensional Short-Duration Fixed Income ETF	18,694	$892,638
DFCF	Dimensional Core Fixed Income ETF	15,289	$645,348
INTC	Intel Corp	4,461	$622,889
IEF	iShares 7-10 Year Treasury Bond ETF	5,300	$501,221
UNH	Unitedhealth Group Inc	874	$363,260
TOST	Toast, Inc.	12,399	$344,940
SNOW	Snowflake Inc.	1,233	$313,798
IWF	iShares Russell 1000 Growth ETF	2,276	$282,610
DELL	Dell Technologies Inc.	651	$280,880
C	Citigroup Inc	2,000	$279,920
ACN	Accenture plc	2,185	$271,901
RSPT	Victory Portfolios II	4,141	$267,094
DEHP	Dimensional Emerging Markets High Profitability ETF	6,231	$266,499
GLW	Corning Inc	978	$249,810
UPS	United Parcel Service Inc	2,228	$239,510
GPIQ	Goldman Sachs Nasdaq-100 Premium Income ETF	3,833	$227,335
SCHA	Schwab U.S. Small-Cap ETF	6,287	$227,149
ACWX	iShares MSCI ACWI ex U.S. ETF	2,913	$221,708
BBEU	JPMorgan BetaBuilders Europe ETF	2,730	$212,312
POR	Portland General Electric Co	4,021	$208,408
TXN	Texas Instruments Inc	690	$205,668
EMR	Emerson Electric Co	1,432	$204,990
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
VNQ	VANGUARD REAL ESTATE INDEX FUND	12,743	$1,130,304
XOM	ExxonMobil Holdings Corp	4,933	$836,932
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	14,740	$743,633
WERN	Werner Enterprises Inc	19,057	$560,466
INTU	Intuit Inc.	1,238	$535,286
NHYM	Nuveen High Yield Municipal Income ETF	18,500	$456,950
GL	Globe Life Inc.	1,952	$271,659
—		3,210	$263,155
SPGI	S&P Global Inc.	615	$261,584
HLT	Hilton Worldwide Holdings Inc.	836	$254,210
T	At&T Inc.	8,529	$247,255
EL	Estee Lauder Companies Inc	3,294	$236,410
LYB	LyondellBasell Industries N.V.	2,877	$231,771
EG	Everest Group, Ltd.	691	$225,853
LMT	Lockheed Martin Corp	364	$219,997
GILD	Gilead Sciences, Inc.	1,546	$215,466
ADBE	Adobe Inc.	864	$210,021
IBIT	iShares Bitcoin Trust ETF	5,250	$201,705
ISRG	Intuitive Surgical Inc	437	$201,452
—		13,852	$0
—		3,191	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

250 tracked positions · $712,217,178 total · filing declares 251 positions · $716,874,044 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 250 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CTOS	Custom Truck One Source, Inc. Industrials	Reduced	5,982,649	-1,036,877	$70,655,084	+53.2%	18	$6.20	9.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	114,270	-2,788	$40,836,669	+21.3%	22	before history	5.73%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	192,444	+7,220	$31,612,775	+19.8%	22	before history	4.44%
AAPL	Apple Inc. Technology	Added	106,892	+1,372	$30,930,269	+15.5%	22	before history	4.34%
MSFT	Microsoft Corp Technology	Added	82,424	+9,568	$30,745,800	+14.0%	22	before history	4.32%
AMZN	Amazon Com Inc Consumer Cyclical	Added	120,898	+9,214	$28,814,829	+23.9%	22	before history	4.05%
AMD	Advanced Micro Devices Inc Technology	Reduced	40,261	-10,547	$23,388,017	+126.3%	22	before history	3.28%
NVDA	Nvidia Corp Technology	Reduced	115,127	-6,613	$23,035,761	+8.5%	22	before history	3.23%
IUSG	iShares Core S&P U.S. Growth ETF	Added	101,556	+2,156	$19,101,668	+23.9%	22	before history	2.68%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	42,792	-2,099	$17,998,315	+7.9%	21	unpriced	2.53%
UBER	Uber Technologies, Inc Technology	Added	239,173	+39,082	$17,258,723	+19.9%	18	$50.15	2.42%
PANW	Palo Alto Networks Inc Technology	Reduced	48,854	-6,703	$16,660,191	+87.0%	18	unpriced	2.34%
AVDE	Avantis International Equity ETF	Added	185,740	+8,073	$16,568,008	+9.9%	15	$64.79	2.33%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	111,252	-2,204	$15,785,546	+11.2%	22	before history	2.22%
PLTR	Palantir Technologies Inc. Technology	Added	132,211	+10,923	$15,425,057	−13.1%	18	$27.81	2.17%
SCHD	Schwab U.S. Dividend Equity ETF	Added	401,118	+12,105	$12,719,451	+6.6%	18	unpriced	1.79%
IJR	iShares Core S&P Small-Cap ETF	Reduced	84,031	-7,245	$12,462,637	+9.8%	22	before history	1.75%
VOO	VANGUARD 500 INDEX FUND	Reduced	16,122	-585	$11,072,750	+10.9%	22	before history	1.55%
IVV	iShares Core S&P 500 ETF	Reduced	13,883	-1,014	$10,396,839	+6.8%	22	before history	1.46%
CLX	Clorox Co Consumer Defensive	Added	94,026	+40,989	$8,973,841	+63.3%	18	$113.55	1.26%
IUSV	iShares Core S&P U.S. Value ETF	Added	81,196	+4,565	$8,943,739	+14.1%	22	before history	1.26%
AVLC	Avantis U.S. Large Cap Equity ETF	Added	91,889	+4,449	$8,266,334	+21.9%	2	$80.42	1.16%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	181,125	+82,655	$8,034,705	+110.0%	6	$41.08	1.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,609	+1,059	$7,810,587	+12.0%	22	before history	1.10%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,010	-5,097	$6,875,891	+24.8%	18	$339.08	0.97%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	58,191	+157	$5,759,745	−0.0%	22	before history	0.81%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	57,073	-1,357	$5,506,973	+17.0%	15	$62.71	0.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,294	+806	$5,006,185	+17.5%	22	before history	0.70%
KMB	Kimberly Clark Corp Consumer Defensive	Added	43,463	+28,291	$4,770,933	+226.0%	21	$105.07	0.67%
IEFA	iShares Core MSCI EAFE ETF	Reduced	48,375	-940	$4,672,057	+4.6%	22	before history	0.66%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	11,956	+14	$4,424,198	+15.5%	19	unpriced	0.62%
HOOD	Robinhood Markets, Inc. Financial Services	Added	42,697	+1,888	$4,281,655	+51.4%	4	$112.40	0.60%
VUG	VANGUARD GROWTH INDEX FUND	Added	47,993	+39,475	$4,134,117	+11.1%	19	unpriced	0.58%
AVGO	Broadcom Inc. Technology	Added	10,218	+74	$3,859,849	+22.9%	16	unpriced	0.54%
VXUS	Vanguard Total International Stock ETF	Added	43,390	+2,009	$3,709,411	+16.3%	10	$61.68	0.52%
BINC		Reduced	70,777	-8,170	$3,704,468	−9.6%	10	$52.61	0.52%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,143	+352	$3,637,506	+17.5%	10	$1,786.84	0.51%
VB	Vanguard Index Funds	Reduced	11,508	-412	$3,488,304	+11.7%	9	$238.20	0.49%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	27,854	-831	$3,475,065	+9.7%	18	$86.66	0.49%
META	Meta Platforms, Inc. Communication Services	Added	5,850	+200	$3,295,246	+1.9%	22	before history	0.46%
GOOG	Alphabet Inc. Communication Services	Reduced	9,175	-2,072	$3,241,802	+0.5%	22	before history	0.46%
ASML	Asml Holding NV Technology	Reduced	1,603	-140	$3,189,072	+38.5%	9	$748.38	0.45%
JPST	JPMorgan Ultra-Short Income ETF	Added	59,533	+1,621	$3,010,583	+2.7%	15	$50.40	0.42%
AVUS	Avantis U.S. Equity ETF	Reduced	23,403	-1,389	$2,997,456	+8.7%	15	$75.27	0.42%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	4	0	$2,995,400	+4.3%	22	before history	0.42%
FBND	Fidelity Total Bond ETF	Reduced	64,811	-25,757	$2,948,252	−28.6%	10	$45.71	0.41%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,809	-183	$2,923,127	−9.5%	22	before history	0.41%
DFUS	Dimensional U.S. Equity Market ETF	Reduced	35,109	-12,112	$2,876,831	−14.1%	10	$68.22	0.40%
NOW	ServiceNow, Inc. Technology	Added	28,524	+10,773	$2,831,862	+52.6%	9	unpriced	0.40%
IYW	iShares, Inc.	Held	10,702	0	$2,699,365	+39.0%	22	before history	0.38%

Showing the top 50 of 250 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.