Canvas Wealth Advisors

SHAWNEE, KSfiles as Canvas Wealth Advisors, LLC

$717m in 251 US stocks at the end of 30 June 2026. The top 10 are 44.2% of the money. It changed about 9.5% of the portfolio this quarter.

Value

$717m

Stocks

251

Top 10 share

44.2%

Turnover

9.5%

What changed this quarter

New

Bought for the first time this quarter.

Space Exploration TechnologiesSPCX
0.4% of the fund
SalesforceCRM
0.3% of the fund
Vanguard World FDVDC
0.1% of the fund
Dimensional ETF TrustDFSD
0.1% of the fund
Dimensional ETF TrustDFCF
<0.1% of the fund
IntelINTC
<0.1% of the fund
Taylor Morrison Home
<0.1% of the fund
Ishares TRIEF
<0.1% of the fund
UnitedHealth GroupUNH
<0.1% of the fund
ToastTOST
<0.1% of the fund
SnowflakeSNOW
<0.1% of the fund
Ishares TRIWF
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
CitigroupC
<0.1% of the fund
Ishares TRSOXX
<0.1% of the fund
AccentureACN
<0.1% of the fund
Invesco Exchange Traded FD TRSPT
<0.1% of the fund
Dimensional ETF TrustDEHP
<0.1% of the fund
CorningGLW
<0.1% of the fund
United Parcel ServiceUPS
<0.1% of the fund
Goldman Sachs ETF TRGPIQ
<0.1% of the fund
Schwab Strategic TRSCHA
<0.1% of the fund
Ishares TRACWX
<0.1% of the fund
J P Morgan Exchange Traded FBBEU
<0.1% of the fund
Portland General ElectricPOR
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRITOT
4.4% of the fund
+4%
MicrosoftMSFT
4.3% of the fund
+13%
Amazon.comAMZN
4.0% of the fund
+8%
Ishares TRIUSG
2.7% of the fund
+2%
Uber TechnologiesUBER
2.4% of the fund
+20%
American Centy ETF TRAVDE
2.3% of the fund
+5%
Palantir TechnologiesPLTR
2.2% of the fund
+9%
Schwab Strategic TRSCHD
1.8% of the fund
+3%
CloroxCLX
1.3% of the fund
+77%
Ishares TRIUSV
1.2% of the fund
+6%
American Centy ETF TRAVLC
1.2% of the fund
+5%
Dimensional ETF TrustDFAC
1.1% of the fund
+84%
Berkshire HathawayBRK-B
1.1% of the fund
+7%
JPMorgan ChaseJPM
0.7% of the fund
+6%
Kimberly-ClarkKMB
0.7% of the fund
+186%
Robinhood MarketsHOOD
0.6% of the fund
+5%
Vanguard Star FDSVXUS
0.5% of the fund
+5%
MercadoLibreMELI
0.5% of the fund
+20%
Meta PlatformsMETA
0.5% of the fund
+4%
J P Morgan Exchange Traded FJPST
0.4% of the fund
+3%
ServiceNowNOW
0.4% of the fund
+61%
Ishares TRMUB
0.3% of the fund
+9%
Dimensional ETF TrustDFIC
0.3% of the fund
+58%
AeroVironmentAVAV
0.3% of the fund
+47%
Invesco Exch Traded FD TR IIQQQM
0.3% of the fund
+253%

Cut

Sold some of their stake.

Custom Truck One SourceCTOS
9.9% of the fund
-15%
AlphabetGOOGL
5.7% of the fund
-2%
Advanced Micro DevicesAMD
3.3% of the fund
-21%
NvidiaNVDA
3.2% of the fund
-5%
TeslaTSLA
2.5% of the fund
-5%
Palo Alto NetworksPANW
2.3% of the fund
-12%
Ishares TRIJR
1.7% of the fund
-8%
Vanguard Index FDSVOO
1.5% of the fund
-4%
Ishares TRIVV
1.5% of the fund
-7%
CrowdStrike HoldingsCRWD
1.0% of the fund
-36%
American Centy ETF TRAVEM
0.8% of the fund
-2%
Vanguard Index FDSVUG
0.6% of the fund
-6%
Blackrock ETF Trust IIBINC
0.5% of the fund
-10%
Vanguard Index FDSVB
0.5% of the fund
-3%
American Centy ETF TRAVUV
0.5% of the fund
-3%
AlphabetGOOG
0.5% of the fund
-18%
ASML Holding NVASML
0.4% of the fund
-8%
American Centy ETF TRAVUS
0.4% of the fund
-6%
Fidelity Merrimack STR TRFBND
0.4% of the fund
-28%
Dimensional ETF TrustDFUS
0.4% of the fund
-26%
J P Morgan Exchange Traded FJMST
0.3% of the fund
-34%
Costco WholesaleCOST
0.3% of the fund
-6%
Pimco ETF TRMINO
0.3% of the fund
-12%
Lam ResearchLRCX
0.2% of the fund
-3%
Quanta ServicesPWR
0.2% of the fund
-2%

Sold out

Sold their entire stake.

Vanguard Index FDSVNQ
-100%
ExxonMobil HoldingsXOM
-100%
Pimco ETF TRSMMU
-100%
Masimo
-100%
Werner EnterprisesWERN
-100%
IntuitINTU
-100%
Nushares ETF TRNHYM
-100%
Calavo Growers
-100%
Globe LifeGL
-100%
Select Sector Spdr TRXLP
-100%
S&P GlobalSPGI
-100%
Hilton Worldwide HoldingsHLT
-100%
AT&TT
-100%
Estee Lauder CompaniesEL
-100%
LyondellBasell IndustriesLYB
-100%
Everest GroupEG
-100%
Lockheed MartinLMT
-100%
Gilead SciencesGILD
-100%
AdobeADBE
-100%
Ishares Bitcoin Trust ETFIBIT
-100%
Intuitive SurgicalISRG
-100%

Holdings

Custom Truck One SourceCTOS
Share
9.9%
Value
$71m
Shares
5,982,649
-15%
AlphabetGOOGL
Share
5.7%
Value
$41m
Shares
114,270
-2%
Ishares TRITOT
Share
4.4%
Value
$32m
Shares
192,444
+4%
AppleAAPL
Share
4.3%
Value
$31m
Shares
106,892
Held
MicrosoftMSFT
Share
4.3%
Value
$31m
Shares
82,424
+13%
Amazon.comAMZN
Share
4.0%
Value
$29m
Shares
120,898
+8%
Advanced Micro DevicesAMD
Share
3.3%
Value
$23m
Shares
40,261
-21%
NvidiaNVDA
Share
3.2%
Value
$23m
Shares
115,127
-5%
Ishares TRIUSG
Share
2.7%
Value
$19m
Shares
101,556
+2%
TeslaTSLA
Share
2.5%
Value
$18m
Shares
42,792
-5%
Uber TechnologiesUBER
Share
2.4%
Value
$17m
Shares
239,173
+20%
Palo Alto NetworksPANW
Share
2.3%
Value
$17m
Shares
48,854
-12%
American Centy ETF TRAVDE
Share
2.3%
Value
$17m
Shares
185,740
+5%
Goldman Sachs ETF TRGSLC
Share
2.2%
Value
$16m
Shares
111,252
Held
Palantir TechnologiesPLTR
Share
2.2%
Value
$15m
Shares
132,211
+9%
Schwab Strategic TRSCHD
Share
1.8%
Value
$13m
Shares
401,118
+3%
Ishares TRIJR
Share
1.7%
Value
$12m
Shares
84,031
-8%
Vanguard Index FDSVOO
Share
1.5%
Value
$11m
Shares
16,122
-4%
Ishares TRIVV
Share
1.5%
Value
$10m
Shares
13,883
-7%
CloroxCLX
Share
1.3%
Value
$9m
Shares
94,026
+77%
Ishares TRIUSV
Share
1.2%
Value
$9m
Shares
81,196
+6%
American Centy ETF TRAVLC
Share
1.2%
Value
$8m
Shares
91,889
+5%
Dimensional ETF TrustDFAC
Share
1.1%
Value
$8m
Shares
181,125
+84%
Berkshire HathawayBRK-B
Share
1.1%
Value
$8m
Shares
15,609
+7%
CrowdStrike HoldingsCRWD
Share
1.0%
Value
$7m
Shares
9,010
-36%
Ishares TRAGG
Share
0.8%
Value
$6m
Shares
58,191
Held
American Centy ETF TRAVEM
Share
0.8%
Value
$6m
Shares
57,073
-2%
JPMorgan ChaseJPM
Share
0.7%
Value
$5m
Shares
15,294
+6%
Kimberly-ClarkKMB
Share
0.7%
Value
$5m
Shares
43,463
+186%
Ishares TRIEFA
Share
0.7%
Value
$5m
Shares
48,375
Held
Vanguard Index FDSVTI
Share
0.6%
Value
$4m
Shares
11,956
Held
Robinhood MarketsHOOD
Share
0.6%
Value
$4m
Shares
42,697
+5%
Vanguard Index FDSVUG
Share
0.6%
Value
$4m
Shares
47,993
-6%
BroadcomAVGO
Share
0.5%
Value
$4m
Shares
10,218
Held
Vanguard Star FDSVXUS
Share
0.5%
Value
$4m
Shares
43,390
+5%
Blackrock ETF Trust IIBINC
Share
0.5%
Value
$4m
Shares
70,777
-10%
MercadoLibreMELI
Share
0.5%
Value
$4m
Shares
2,143
+20%
Vanguard Index FDSVB
Share
0.5%
Value
$3m
Shares
11,508
-3%
American Centy ETF TRAVUV
Share
0.5%
Value
$3m
Shares
27,854
-3%
Meta PlatformsMETA
Share
0.5%
Value
$3m
Shares
5,850
+4%
AlphabetGOOG
Share
0.5%
Value
$3m
Shares
9,175
-18%
ASML Holding NVASML
Share
0.4%
Value
$3m
Shares
1,603
-8%
J P Morgan Exchange Traded FJPST
Share
0.4%
Value
$3m
Shares
59,533
+3%
American Centy ETF TRAVUS
Share
0.4%
Value
$3m
Shares
23,403
-6%
Berkshire Hathaway INC DELBRK-A
Share
0.4%
Value
$3m
Shares
4
Held
Fidelity Merrimack STR TRFBND
Share
0.4%
Value
$3m
Shares
64,811
-28%
WalmartWMT
Share
0.4%
Value
$3m
Shares
25,809
Held
Dimensional ETF TrustDFUS
Share
0.4%
Value
$3m
Shares
35,109
-26%
ServiceNowNOW
Share
0.4%
Value
$3m
Shares
28,524
+61%
Ishares TRIYW
Share
0.4%
Value
$3m
Shares
10,702
Held
Space Exploration TechnologiesSPCX
Share
0.4%
Value
$3m
Shares
15,204
New
J P Morgan Exchange Traded FJMST
Share
0.3%
Value
$2m
Shares
47,075
-34%
Ishares TRMUB
Share
0.3%
Value
$2m
Shares
21,763
+9%
Dimensional ETF TrustDFIC
Share
0.3%
Value
$2m
Shares
60,748
+58%
AeroVironmentAVAV
Share
0.3%
Value
$2m
Shares
13,392
+47%
Invesco Exch Traded FD TR IIQQQM
Share
0.3%
Value
$2m
Shares
7,238
+253%
SalesforceCRM
Share
0.3%
Value
$2m
Shares
13,416
New
Taiwan Semiconductor ManufacturingTSM
Share
0.3%
Value
$2m
Shares
4,255
+5%
Vanguard Index FDSVTV
Share
0.3%
Value
$2m
Shares
9,207
Held
EquipmentShare.comEQPT
Share
0.3%
Value
$2m
Shares
95,410
+84%
Costco WholesaleCOST
Share
0.3%
Value
$2m
Shares
1,958
-6%
Pimco ETF TRMINO
Share
0.3%
Value
$2m
Shares
39,250
-12%
Eli LillyLLY
Share
0.2%
Value
$2m
Shares
1,493
+4%
Vanguard Index FDSVBK
Share
0.2%
Value
$2m
Shares
4,768
Held
Dimensional ETF TrustDUHP
Share
0.2%
Value
$2m
Shares
39,197
+27%
Dimensional ETF TrustDFEM
Share
0.2%
Value
$2m
Shares
39,760
+32%
Dimensional ETF TrustDFSV
Share
0.2%
Value
$2m
Shares
40,580
+29%
Ishares TRIWD
Share
0.2%
Value
$2m
Shares
6,480
Held
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$2m
Shares
21,625
Held
Micron TechnologyMU
Share
0.2%
Value
$2m
Shares
1,327
+11%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$2m
Shares
2,035
Held
Ishares TRSHYG
Share
0.2%
Value
$1m
Shares
34,663
Held
Lam ResearchLRCX
Share
0.2%
Value
$1m
Shares
3,326
-3%
Quanta ServicesPWR
Share
0.2%
Value
$1m
Shares
1,927
-2%
American Centy ETF TRAVIV
Share
0.2%
Value
$1m
Shares
17,710
+6%
American Centy ETF TRAVMC
Share
0.2%
Value
$1m
Shares
15,585
+99%
Ishares TREFG
Share
0.2%
Value
$1m
Shares
9,962
+2%
EA Series TrustBOXX
Share
0.2%
Value
$1m
Shares
10,250
-6%
QiagenQGEN
Share
0.2%
Value
$1m
Shares
30,119
+90%
Dimensional ETF TrustDFAS
Share
0.2%
Value
$1m
Shares
13,535
+125%
Pacer FDS TRCOWZ
Share
0.2%
Value
$1m
Shares
17,749
+8%
Vanguard Index FDSVV
Share
0.1%
Value
$1m
Shares
3,004
-14%
Dimensional ETF TrustDFGR
Share
0.1%
Value
$1m
Shares
35,505
+353%
Vanguard World FDVGT
Share
0.1%
Value
$976,239
Shares
8,168
Held
Fidelity Covington TrustFBCG
Share
0.1%
Value
$968,798
Shares
15,598
+4%
ShopifySHOP
Share
0.1%
Value
$954,088
Shares
8,356
Held
Invesco Exchange Traded FD TRSP
Share
0.1%
Value
$930,457
Shares
4,373
Held
Vanguard World FDVDC
Share
0.1%
Value
$923,382
Shares
4,095
New
Johnson & JohnsonJNJ
Share
0.1%
Value
$921,734
Shares
3,629
Held
Palmer Square Funds TRPSQA
Share
0.1%
Value
$916,474
Shares
44,793
-3%
Dimensional ETF TrustDFSD
Share
0.1%
Value
$892,655
Shares
18,694
New
Vaneck ETF TrustSMH
Share
0.1%
Value
$892,464
Shares
1,361
-22%
McDonald'sMCD
Share
0.1%
Value
$885,194
Shares
3,275
-4%
American Centy ETF TRAVDV
Share
0.1%
Value
$868,729
Shares
8,430
+9%
NikeNKE
Share
0.1%
Value
$851,464
Shares
20,535
-28%
CaterpillarCAT
Share
0.1%
Value
$841,271
Shares
790
-16%
MastercardMA
Share
0.1%
Value
$838,714
Shares
1,633
Held
California Water Service GroupCWT
Share
0.1%
Value
$830,876
Shares
17,079
-25%
3MMMM
Share
0.1%
Value
$825,694
Shares
5,100
-14%
IsharesIEMG
Share
0.1%
Value
$822,248
Shares
9,926
-3%

Company	Share of fund	Value	Shares	Change
Custom Truck One SourceCTOS	9.9%	$71m	5,982,649	-15%
AlphabetGOOGL	5.7%	$41m	114,270	-2%
Ishares TRITOT	4.4%	$32m	192,444	+4%
AppleAAPL	4.3%	$31m	106,892	Held
MicrosoftMSFT	4.3%	$31m	82,424	+13%
Amazon.comAMZN	4.0%	$29m	120,898	+8%
Advanced Micro DevicesAMD	3.3%	$23m	40,261	-21%
NvidiaNVDA	3.2%	$23m	115,127	-5%
Ishares TRIUSG	2.7%	$19m	101,556	+2%
TeslaTSLA	2.5%	$18m	42,792	-5%
Uber TechnologiesUBER	2.4%	$17m	239,173	+20%
Palo Alto NetworksPANW	2.3%	$17m	48,854	-12%
American Centy ETF TRAVDE	2.3%	$17m	185,740	+5%
Goldman Sachs ETF TRGSLC	2.2%	$16m	111,252	Held
Palantir TechnologiesPLTR	2.2%	$15m	132,211	+9%
Schwab Strategic TRSCHD	1.8%	$13m	401,118	+3%
Ishares TRIJR	1.7%	$12m	84,031	-8%
Vanguard Index FDSVOO	1.5%	$11m	16,122	-4%
Ishares TRIVV	1.5%	$10m	13,883	-7%
CloroxCLX	1.3%	$9m	94,026	+77%
Ishares TRIUSV	1.2%	$9m	81,196	+6%
American Centy ETF TRAVLC	1.2%	$8m	91,889	+5%
Dimensional ETF TrustDFAC	1.1%	$8m	181,125	+84%
Berkshire HathawayBRK-B	1.1%	$8m	15,609	+7%
CrowdStrike HoldingsCRWD	1.0%	$7m	9,010	-36%
Ishares TRAGG	0.8%	$6m	58,191	Held
American Centy ETF TRAVEM	0.8%	$6m	57,073	-2%
JPMorgan ChaseJPM	0.7%	$5m	15,294	+6%
Kimberly-ClarkKMB	0.7%	$5m	43,463	+186%
Ishares TRIEFA	0.7%	$5m	48,375	Held
Vanguard Index FDSVTI	0.6%	$4m	11,956	Held
Robinhood MarketsHOOD	0.6%	$4m	42,697	+5%
Vanguard Index FDSVUG	0.6%	$4m	47,993	-6%
BroadcomAVGO	0.5%	$4m	10,218	Held
Vanguard Star FDSVXUS	0.5%	$4m	43,390	+5%
Blackrock ETF Trust IIBINC	0.5%	$4m	70,777	-10%
MercadoLibreMELI	0.5%	$4m	2,143	+20%
Vanguard Index FDSVB	0.5%	$3m	11,508	-3%
American Centy ETF TRAVUV	0.5%	$3m	27,854	-3%
Meta PlatformsMETA	0.5%	$3m	5,850	+4%
AlphabetGOOG	0.5%	$3m	9,175	-18%
ASML Holding NVASML	0.4%	$3m	1,603	-8%
J P Morgan Exchange Traded FJPST	0.4%	$3m	59,533	+3%
American Centy ETF TRAVUS	0.4%	$3m	23,403	-6%
Berkshire Hathaway INC DELBRK-A	0.4%	$3m	4	Held
Fidelity Merrimack STR TRFBND	0.4%	$3m	64,811	-28%
WalmartWMT	0.4%	$3m	25,809	Held
Dimensional ETF TrustDFUS	0.4%	$3m	35,109	-26%
ServiceNowNOW	0.4%	$3m	28,524	+61%
Ishares TRIYW	0.4%	$3m	10,702	Held
Space Exploration TechnologiesSPCX	0.4%	$3m	15,204	New
J P Morgan Exchange Traded FJMST	0.3%	$2m	47,075	-34%
Ishares TRMUB	0.3%	$2m	21,763	+9%
Dimensional ETF TrustDFIC	0.3%	$2m	60,748	+58%
AeroVironmentAVAV	0.3%	$2m	13,392	+47%
Invesco Exch Traded FD TR IIQQQM	0.3%	$2m	7,238	+253%
SalesforceCRM	0.3%	$2m	13,416	New
Taiwan Semiconductor ManufacturingTSM	0.3%	$2m	4,255	+5%
Vanguard Index FDSVTV	0.3%	$2m	9,207	Held
EquipmentShare.comEQPT	0.3%	$2m	95,410	+84%
Costco WholesaleCOST	0.3%	$2m	1,958	-6%
Pimco ETF TRMINO	0.3%	$2m	39,250	-12%
Eli LillyLLY	0.2%	$2m	1,493	+4%
Vanguard Index FDSVBK	0.2%	$2m	4,768	Held
Dimensional ETF TrustDUHP	0.2%	$2m	39,197	+27%
Dimensional ETF TrustDFEM	0.2%	$2m	39,760	+32%
Dimensional ETF TrustDFSV	0.2%	$2m	40,580	+29%
Ishares TRIWD	0.2%	$2m	6,480	Held
Vanguard Tax-Managed FDSVEA	0.2%	$2m	21,625	Held
Micron TechnologyMU	0.2%	$2m	1,327	+11%
State STR Spdr S&P 500 ETF TSPY	0.2%	$2m	2,035	Held
Ishares TRSHYG	0.2%	$1m	34,663	Held
Lam ResearchLRCX	0.2%	$1m	3,326	-3%
Quanta ServicesPWR	0.2%	$1m	1,927	-2%
American Centy ETF TRAVIV	0.2%	$1m	17,710	+6%
American Centy ETF TRAVMC	0.2%	$1m	15,585	+99%
Ishares TREFG	0.2%	$1m	9,962	+2%
EA Series TrustBOXX	0.2%	$1m	10,250	-6%
QiagenQGEN	0.2%	$1m	30,119	+90%
Dimensional ETF TrustDFAS	0.2%	$1m	13,535	+125%
Pacer FDS TRCOWZ	0.2%	$1m	17,749	+8%
Vanguard Index FDSVV	0.1%	$1m	3,004	-14%
Dimensional ETF TrustDFGR	0.1%	$1m	35,505	+353%
Vanguard World FDVGT	0.1%	$976,239	8,168	Held
Fidelity Covington TrustFBCG	0.1%	$968,798	15,598	+4%
ShopifySHOP	0.1%	$954,088	8,356	Held
Invesco Exchange Traded FD TRSP	0.1%	$930,457	4,373	Held
Vanguard World FDVDC	0.1%	$923,382	4,095	New
Johnson & JohnsonJNJ	0.1%	$921,734	3,629	Held
Palmer Square Funds TRPSQA	0.1%	$916,474	44,793	-3%
Dimensional ETF TrustDFSD	0.1%	$892,655	18,694	New
Vaneck ETF TrustSMH	0.1%	$892,464	1,361	-22%
McDonald'sMCD	0.1%	$885,194	3,275	-4%
American Centy ETF TRAVDV	0.1%	$868,729	8,430	+9%
NikeNKE	0.1%	$851,464	20,535	-28%
CaterpillarCAT	0.1%	$841,271	790	-16%
MastercardMA	0.1%	$838,714	1,633	Held
California Water Service GroupCWT	0.1%	$830,876	17,079	-25%
3MMMM	0.1%	$825,694	5,100	-14%
IsharesIEMG	0.1%	$822,248	9,926	-3%

Showing the largest 100 of 251.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.4% since 30 June 2025.

Where the money is

Technology34.5%

Retail & consumer7.0%

Media & telecom6.8%

Industrials4.0%

Financial services3.6%

Everyday goods2.9%

Health care1.2%

Utilities0.3%

Materials0.1%

Energy0.1%

Real estate0.1%

Other39.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.