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Size ($ in 1000's)
At 03/31/2024: $303,850
At 12/31/2023: $275,588
Canvas Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Canvas Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Canvas Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Canvas Wealth Advisors LLC.
In the Canvas Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Canvas Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Canvas Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
51,665 |
+1,381 |
$21,278 | | MSFT | 51,665 | +1,381 | $21,278 | | CUSTOM TRUCK ONE SOURCE INC |
3,487,228 |
+73,986 |
$20,296 | | CTOS | 3,487,228 | +73,986 | $20,296 | | APPLE INC |
93,088 |
+4,330 |
$15,639 | | AAPL | 93,088 | +4,330 | $15,639 | | ALPHABET INC |
93,617 |
+2,301 |
$14,555 | | GOOGL | 93,617 | +2,301 | $14,555 | | ISHARES TR (ITOT) |
129,392 |
+29,579 |
$14,215 | | ITOT | 129,392 | +29,579 | $14,215 | | ISHARES TR (IUSG) |
112,263 |
-10,292 |
$12,685 | | IUSG | 112,263 | -10,292 | $12,685 | | AMAZON COM INC |
63,112 |
-964 |
$11,441 | | AMZN | 63,112 | -964 | $11,441 | | GOLDMAN SACHS ETF TR (GSLC) |
115,291 |
-28,598 |
$11,402 | | GSLC | 115,291 | -28,598 | $11,402 | | UBER TECHNOLOGIES INC |
155,644 |
-3,571 |
$11,197 | | UBER | 155,644 | -3,571 | $11,197 | | ADVANCED MICRO DEVICES INC |
55,364 |
-6,491 |
$9,993 | | AMD | 55,364 | -6,491 | $9,993 | | 3M CO |
90,050 |
+17,107 |
$9,552 | | MMM | 90,050 | +17,107 | $9,552 | | SCHWAB STRATEGIC TR |
124,386 |
+8,767 |
$9,430 | | SCHD | 124,386 | +8,767 | $9,430 | | AMERICAN CENTY ETF TR (AVDE) |
133,873 |
-2,590 |
$8,205 | | AVDE | 133,873 | -2,590 | $8,205 |  BERKSHIRE HATHAWAY INC DEL |
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$7,390 | | BRK.B | 9,523 | -261 | $3,788 | | BRK.A | 6 | UNCH | $3,602 | | ISHARES TR (IJR) |
69,916 |
+19,213 |
$7,141 | | IJR | 69,916 | +19,213 | $7,141 | | ISHARES TR (IVV) |
12,054 |
+5,059 |
$6,064 | | IVV | 12,054 | +5,059 | $6,064 | | ISHARES TR (IUSV) |
64,016 |
-10,571 |
$5,466 | | IUSV | 64,016 | -10,571 | $5,466 | | NVIDIA CORPORATION |
6,443 |
+261 |
$5,414 | | NVDA | 6,443 | +261 | $5,414 | | AMERICAN CENTY ETF TR (AVUS) |
59,805 |
+5,398 |
$5,081 | | AVUS | 59,805 | +5,398 | $5,081 | | VANGUARD INDEX FDS (VOO) |
10,889 |
-656 |
$5,009 | | VOO | 10,889 | -656 | $5,009 | | TESLA INC |
25,510 |
+12,365 |
$4,484 | | TSLA | 25,510 | +12,365 | $4,484 | | PALANTIR TECHNOLOGIES INC |
159,880 |
+7,304 |
$3,407 | | PLTR | 159,880 | +7,304 | $3,407 | | ISHARES TR (AGG) |
33,410 |
+5,137 |
$3,192 | | AGG | 33,410 | +5,137 | $3,192 | | PALO ALTO NETWORKS INC |
11,149 |
+2,383 |
$3,092 | | PANW | 11,149 | +2,383 | $3,092 | | VANGUARD INDEX FDS (VUG) |
8,996 |
-638 |
$2,986 | | VUG | 8,996 | -638 | $2,986 | | ISHARES TR (IEFA) |
40,360 |
+2,297 |
$2,864 | | IEFA | 40,360 | +2,297 | $2,864 | | AMERICAN CENTY ETF TR (AVUV) |
31,247 |
+11,035 |
$2,716 | | AVUV | 31,247 | +11,035 | $2,716 | | DENTSPLY SIRONA INC |
71,423 |
+10,705 |
$2,168 | | XRAY | 71,423 | +10,705 | $2,168 | | VANGUARD STAR FDS (VXUS) |
36,941 |
+36,941 |
$2,139 | | VXUS | 36,941 | +36,941 | $2,139 | | FIDELITY MERRIMACK STR TR |
47,325 |
+47,325 |
$2,095 | | FBND | 47,325 | +47,325 | $2,095 | | VANGUARD INDEX FDS (VTI) |
8,450 |
-6,796 |
$2,093 | | VTI | 8,450 | -6,796 | $2,093 | | JPMORGAN CHASE & CO |
10,108 |
+470 |
$2,025 | | JPM | 10,108 | +470 | $2,025 | | KIMBERLY CLARK CORP |
15,916 |
+2,503 |
$2,005 | | KMB | 15,916 | +2,503 | $2,005 | | SCHWAB CHARLES CORP |
26,080 |
-4,293 |
$1,891 | | SCHW | 26,080 | -4,293 | $1,891 | | AMERICAN CENTY ETF TR (AVEM) |
28,377 |
+2,519 |
$1,603 | | AVEM | 28,377 | +2,519 | $1,603 | | SOLVENTUM CORP |
22,739 |
+22,739 |
$1,581 | | SOLV | 22,739 | +22,739 | $1,581 | | META PLATFORMS INC |
3,078 |
+385 |
$1,521 | | META | 3,078 | +385 | $1,521 | | NORTHERN TR CORP |
18,184 |
-54 |
$1,477 | | NTRS | 18,184 | -54 | $1,477 | | J P MORGAN EXCHANGE TRADED F (JPST) |
28,191 |
+1,894 |
$1,419 | | JPST | 28,191 | +1,894 | $1,419 | | ALPHABET INC |
8,998 |
+417 |
$1,412 | | GOOG | 8,998 | +417 | $1,412 | | ISHARES TR (IYW) |
10,702 |
UNCH |
$1,384 | | IYW | 10,702 | UNCH | $1,384 | | QIAGEN NV |
29,282 |
+12,935 |
$1,149 | | QGEN | 29,282 | +12,935 | $1,149 | | AMERICAN CENTY ETF TR (AVLV) |
17,576 |
+13,183 |
$1,072 | | AVLV | 17,576 | +13,183 | $1,072 | | SPDR SER TR (SPMD) |
21,139 |
-18,104 |
$1,049 | | SPMD | 21,139 | -18,104 | $1,049 | | ISHARES TR (MUB) |
9,537 |
+948 |
$1,014 | | MUB | 9,537 | +948 | $1,014 | | ISHARES TR (SHYG) |
23,680 |
+6,720 |
$987 | | SHYG | 23,680 | +6,720 | $987 | | HEALTHCARE RLTY TR |
68,339 |
-9,023 |
$938 | | HR | 68,339 | -9,023 | $938 | | COSTCO WHSL CORP NEW |
1,265 |
-102 |
$905 | | COST | 1,265 | -102 | $905 | | WALMART INC |
15,144 |
+10,394 |
$903 | | WMT | 15,144 | +10,394 | $903 | | VANGUARD INDEX FDS (VTV) |
5,816 |
-657 |
$899 | | VTV | 5,816 | -657 | $899 |
See Full List: All Stocks Held By Canvas Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Canvas Wealth Advisors LLC
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