Institutional Investor · CIK 0001858782
CANVAS WEALTH ADVISORS, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
280
Total Value
$854.11M
Total Shares
11.71M
Latest Filing
Jul 10, 2026
CIK
0001858782
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-10 | 5,982,649 | $70.66M | 2.6305% | SH | — | View | |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 114,270 | $40.84M | 0.0009% | SH | — | View |
iShares Core S&P Total…(ITOT) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 192,444 | $31.61M | 0.0339% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 106,892 | $30.93M | 0.0007% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 106,892 | $30.93M | 0.0007% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 82,424 | $30.75M | 0.0011% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 120,898 | $28.81M | 0.0011% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 120,898 | $28.81M | 0.0011% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 40,261 | $23.39M | 0.0025% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 115,127 | $23.04M | 0.0005% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 115,127 | $23.04M | 0.0005% | SH | — | View |
iShares Core S&P U.S.…(IUSG) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 101,556 | $19.10M | 0.0585% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 42,792 | $18.00M | 0.0011% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 42,792 | $18.00M | 0.0011% | SH | — | View |
UBS Factor MSCI USA…(UBUR.DE) | Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 239,173 | $17.26M | 18.3952% | SH | — | View |
Uber Technologies, Inc.(UBER.SW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 239,173 | $17.26M | 0.0114% | SH | — | View |
Palo Alto Networks, Inc.(PANW) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 48,854 | $16.66M | 0.0060% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 185,740 | $16.57M | 0.0985% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 111,252 | $15.79M | 0.1032% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 132,211 | $15.43M | 0.0058% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 401,118 | $12.72M | 0.0140% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 84,031 | $12.46M | 0.0112% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,122 | $11.07M | 0.0007% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 13,883 | $10.40M | 0.0012% | SH | — | View | |
The Clorox Company(CLX) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 94,026 | $8.97M | 0.0778% | SH | — | View |
iShares Core S&P U.S.…(IUSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 81,196 | $8.94M | 0.0335% | SH | — | View |
Avantis U.S. Large Cap…(AVLC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 91,889 | $8.27M | 0.6157% | SH | — | View |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 181,125 | $8.03M | 0.0170% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 15,609 | $7.81M | 0.0007% | SH | — | View |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 9,010 | $6.88M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 58,191 | $5.76M | 0.0041% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 57,073 | $5.51M | 0.0195% | SH | — | View | |
JPMorgan Chase & Co.(CMC.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 15,294 | $5.01M | 0.0006% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 15,294 | $5.01M | 0.0006% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 43,463 | $4.82M | 0.0131% | SH | — | View | |
Kimberly-Clark Corporation(KMY.DE) | Consumer Defensive | Household & Personal Products | 2026-06-30 | 2026-07-10 | 43,463 | $4.82M | 0.0131% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 11,956 | $4.42M | 0.0002% | SH | — | View | |
Robinhood Markets, Inc.(HOOD) | Financial Services | Financial - Capital Markets | 2026-06-30 | 2026-07-10 | 42,697 | $4.28M | 0.0047% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 47,993 | $4.13M | 0.0011% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 10,218 | $3.86M | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 43,390 | $3.71M | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 70,777 | $3.70M | 0.0226% | SH | — | View | |
MercadoLibre, Inc.(MLB1.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 2,143 | $3.64M | 0.0042% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,508 | $3.49M | 0.0018% | SH | — | View | |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 27,854 | $3.48M | 0.0120% | SH | — | View |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 5,850 | $3.30M | 0.0002% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 5,850 | $3.30M | 0.0002% | SH | — | View |
Alphabet Inc.(ABEC.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 9,175 | $3.24M | 0.0001% | SH | — | View |
ASML Holding N.V.(ASML) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,603 | $3.19M | 0.0004% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 59,533 | $3.01M | 0.0074% | SH | — | View | |
Avantis U.S. Equity ETF(AVUS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,403 | $3.00M | 0.0216% | SH | — | View |
Berkshire Hathaway Inc.(BRK-A) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 4 | $3.00M | 0.0003% | SH | — | View |
Fidelity Total Bond ETF(FBND) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 64,811 | $2.96M | 0.0109% | SH | — | View |
Walmart Inc.(WMT.DE) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 25,809 | $2.92M | 0.0003% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 25,809 | $2.92M | 0.0003% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 35,109 | $2.88M | 0.0136% | SH | — | View | |
ServiceNow, Inc.(NOW) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 28,524 | $2.83M | 0.0028% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 10,702 | $2.70M | 0.0108% | SH | — | View | |
| Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 15,204 | $2.60M | 0.0002% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 47,075 | $2.40M | 0.0337% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 21,763 | $2.34M | 0.0050% | SH | — | View | |
AeroVironment, Inc.(AVAV) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 13,392 | $2.21M | 0.0265% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,238 | $2.19M | 0.0027% | SH | — | View |
Salesforce, Inc.(FOO.DE) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 13,416 | $2.10M | 0.0016% | SH | — | View |
Salesforce, Inc.(CRM) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 13,416 | $2.10M | 0.0016% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 4,255 | $2.03M | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,207 | $2.01M | 0.0008% | SH | — | View | |
EquipmentShare.com Inc.(EQPT) | Industrials | Rental & Leasing Services | 2026-06-30 | 2026-07-10 | 95,410 | $1.88M | 0.0378% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 1,958 | $1.83M | 0.0004% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 39,250 | $1.80M | 0.4936% | SH | — | View | |
Eli Lilly and Company(LLY.SW) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 1,493 | $1.79M | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,768 | $1.74M | 0.0035% | SH | — | View | |
Dimensional - US High…(DUHP) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 39,197 | $1.64M | 0.0131% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 39,760 | $1.62M | 0.0164% | SH | — | View | |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 40,580 | $1.57M | 0.0203% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 6,480 | $1.57M | 0.0021% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 21,625 | $1.54M | 0.0005% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 1,327 | $1.53M | 0.0001% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,035 | $1.52M | 0.0002% | SH | — | View |
iShares 0-5 Year High…(SHYG) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 34,663 | $1.47M | 0.0192% | SH | — | View |
Lam Research Corporation(LAR.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,326 | $1.44M | 0.0003% | SH | — | View |
Lam Research Corporation(LRCX) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 3,326 | $1.44M | 0.0003% | SH | — | View |
| Industrials | Engineering & Construction | 2026-06-30 | 2026-07-10 | 1,927 | $1.39M | 0.0013% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 17,710 | $1.37M | 0.1116% | SH | — | View | |
Avantis U.S. Mid Cap…(AVMC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,585 | $1.25M | 0.3867% | SH | — | View |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 13,535 | $1.11M | 0.0072% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,004 | $1.03M | 0.0014% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 35,505 | $1.03M | 0.0285% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,168 | $976.24K | 0.0007% | SH | — | View | |
Shopify Inc.(SHOP.TO) | Technology | Software - Application | 2026-06-30 | 2026-07-10 | 8,356 | $954.09K | 0.0006% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,373 | $930.46K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,095 | $923.38K | 0.0103% | SH | — | View | |
Johnson & Johnson(JNJ.DE) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 3,629 | $921.73K | 0.0002% | SH | — | View |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 3,629 | $921.73K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 44,793 | $916.47K | 1.9528% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 18,694 | $892.65K | 0.0128% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,361 | $892.46K | 0.0011% | SH | — | View | |
| Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 3,275 | $885.19K | 0.0005% | SH | — | View | |
McDonald's Corporation(MDO.DE) | Consumer Cyclical | Restaurants | 2026-06-30 | 2026-07-10 | 3,275 | $885.19K | 0.0005% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 8,430 | $868.73K | 0.0047% | SH | — | View |
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