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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
VXUS +36,941+$2,139
FBND +47,325+$2,095
SOLV +22,739+$1,581
VBK +2,875+$690
EFG +5,425+$532
IDA +5,814+$525
MELI +356+$498
JEPI +8,871+$493
GL +3,603+$419
BINC +7,932+$410
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
BND -23,124-$1,699
AVSC -18,578-$908
VDC -3,125-$603
IWR -7,333-$561
WAT -1,775-$547
ILMN -3,564-$492
TRV -2,389-$467
CALM -8,455-$464
EQC -21,923-$427
TOWN -12,110-$348
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
CTOS +73,986-$1,003
ITOT +29,579+$3,726
IJR +19,213+$1,850
MMM +17,107+$1,665
AVLV +13,183+$821
QGEN +12,935+$415
NVST +12,799+$180
TSLA +12,365+$1,218
AVUV +11,035+$968
XRAY +10,705-$52
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
GSLC -28,598-$2,155
RSPT -22,349-$710
SPMD -18,104-$826
MWA -17,765-$188
AVO -11,114-$72
IUSV -10,571-$800
IUSG -10,292-$154
HR -9,023-$417
VTI -6,796-$1,522
Canvas Wealth Advisors LLC Info
Size ($ 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

All Stocks Held By Canvas Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Canvas Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Canvas Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Canvas Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Canvas Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MICROSOFT CORP 51,665 +1,381 $21,278
     MSFT51,665+1,381$21,278
CUSTOM TRUCK ONE SOURCE INC 3,487,228 +73,986 $20,296
     CTOS3,487,228+73,986$20,296
APPLE INC 93,088 +4,330 $15,639
     AAPL93,088+4,330$15,639
ALPHABET INC 93,617 +2,301 $14,555
     GOOGL93,617+2,301$14,555
ISHARES TR (ITOT) 129,392 +29,579 $14,215
     ITOT129,392+29,579$14,215
ISHARES TR (IUSG) 112,263 -10,292 $12,685
     IUSG112,263-10,292$12,685
AMAZON COM INC 63,112 -964 $11,441
     AMZN63,112-964$11,441
GOLDMAN SACHS ETF TR (GSLC) 115,291 -28,598 $11,402
     GSLC115,291-28,598$11,402
UBER TECHNOLOGIES INC 155,644 -3,571 $11,197
     UBER155,644-3,571$11,197
ADVANCED MICRO DEVICES INC 55,364 -6,491 $9,993
     AMD55,364-6,491$9,993
3M CO 90,050 +17,107 $9,552
     MMM90,050+17,107$9,552
SCHWAB STRATEGIC TR 124,386 +8,767 $9,430
     SCHD124,386+8,767$9,430
AMERICAN CENTY ETF TR (AVDE) 133,873 -2,590 $8,205
     AVDE133,873-2,590$8,205
BERKSHIRE HATHAWAY INC DEL      $7,390
     BRK.B9,523-261$3,788
     BRK.A6UNCH$3,602
ISHARES TR (IJR) 69,916 +19,213 $7,141
     IJR69,916+19,213$7,141
ISHARES TR (IVV) 12,054 +5,059 $6,064
     IVV12,054+5,059$6,064
ISHARES TR (IUSV) 64,016 -10,571 $5,466
     IUSV64,016-10,571$5,466
NVIDIA CORPORATION 6,443 +261 $5,414
     NVDA6,443+261$5,414
AMERICAN CENTY ETF TR (AVUS) 59,805 +5,398 $5,081
     AVUS59,805+5,398$5,081
VANGUARD INDEX FDS (VOO) 10,889 -656 $5,009
     VOO10,889-656$5,009
TESLA INC 25,510 +12,365 $4,484
     TSLA25,510+12,365$4,484
PALANTIR TECHNOLOGIES INC 159,880 +7,304 $3,407
     PLTR159,880+7,304$3,407
ISHARES TR (AGG) 33,410 +5,137 $3,192
     AGG33,410+5,137$3,192
PALO ALTO NETWORKS INC 11,149 +2,383 $3,092
     PANW11,149+2,383$3,092
VANGUARD INDEX FDS (VUG) 8,996 -638 $2,986
     VUG8,996-638$2,986
ISHARES TR (IEFA) 40,360 +2,297 $2,864
     IEFA40,360+2,297$2,864
AMERICAN CENTY ETF TR (AVUV) 31,247 +11,035 $2,716
     AVUV31,247+11,035$2,716
DENTSPLY SIRONA INC 71,423 +10,705 $2,168
     XRAY71,423+10,705$2,168
VANGUARD STAR FDS (VXUS) 36,941 +36,941 $2,139
     VXUS36,941+36,941$2,139
FIDELITY MERRIMACK STR TR 47,325 +47,325 $2,095
     FBND47,325+47,325$2,095
VANGUARD INDEX FDS (VTI) 8,450 -6,796 $2,093
     VTI8,450-6,796$2,093
JPMORGAN CHASE & CO 10,108 +470 $2,025
     JPM10,108+470$2,025
KIMBERLY CLARK CORP 15,916 +2,503 $2,005
     KMB15,916+2,503$2,005
SCHWAB CHARLES CORP 26,080 -4,293 $1,891
     SCHW26,080-4,293$1,891
AMERICAN CENTY ETF TR (AVEM) 28,377 +2,519 $1,603
     AVEM28,377+2,519$1,603
SOLVENTUM CORP 22,739 +22,739 $1,581
     SOLV22,739+22,739$1,581
META PLATFORMS INC 3,078 +385 $1,521
     META3,078+385$1,521
NORTHERN TR CORP 18,184 -54 $1,477
     NTRS18,184-54$1,477
J P MORGAN EXCHANGE TRADED F (JPST) 28,191 +1,894 $1,419
     JPST28,191+1,894$1,419
ALPHABET INC 8,998 +417 $1,412
     GOOG8,998+417$1,412
ISHARES TR (IYW) 10,702 UNCH $1,384
     IYW10,702UNCH$1,384
QIAGEN NV 29,282 +12,935 $1,149
     QGEN29,282+12,935$1,149
AMERICAN CENTY ETF TR (AVLV) 17,576 +13,183 $1,072
     AVLV17,576+13,183$1,072
SPDR SER TR (SPMD) 21,139 -18,104 $1,049
     SPMD21,139-18,104$1,049
ISHARES TR (MUB) 9,537 +948 $1,014
     MUB9,537+948$1,014
ISHARES TR (SHYG) 23,680 +6,720 $987
     SHYG23,680+6,720$987
HEALTHCARE RLTY TR 68,339 -9,023 $938
     HR68,339-9,023$938
COSTCO WHSL CORP NEW 1,265 -102 $905
     COST1,265-102$905
WALMART INC 15,144 +10,394 $903
     WMT15,144+10,394$903
VANGUARD INDEX FDS (VTV) 5,816 -657 $899
     VTV5,816-657$899
VANGUARD TAX MANAGED FDS (VEA) 14,623 +1,845 $700
     VEA14,623+1,845$700
VANGUARD INDEX FDS (VBK) 2,875 +2,875 $690
     VBK2,875+2,875$690
BANK AMERICA CORP 19,278 -1,261 $679
     BAC19,278-1,261$679
REINSURANCE GRP OF AMERICA I 3,722 -1,498 $670
     RGA3,722-1,498$670
THERMO FISHER SCIENTIFIC INC 1,225 +152 $670
     TMO1,225+152$670
SEA LTD 11,777 -3,420 $655
     SE11,777-3,420$655
CLOROX CO DEL 4,522 +593 $644
     CLX4,522+593$644
CALIFORNIA WTR SVC GROUP 14,558 +6,797 $643
     CWT14,558+6,797$643
QUEST DIAGNOSTICS INC 5,059 -94 $642
     DGX5,059-94$642
HENRY SCHEIN INC 9,057 +750 $636
     HSIC9,057+750$636
ELI LILLY & CO 839 +252 $630
     LLY839+252$630
MUELLER WTR PRODS INC 39,424 -17,765 $605
     MWA39,424-17,765$605
VANGUARD BD INDEX FDS (BSV) 7,962 -5,468 $604
     BSV7,962-5,468$604
STRYKER CORPORATION 1,730 +13 $581
     SYK1,730+13$581
WERNER ENTERPRISES INC 14,681 +2,458 $574
     WERN14,681+2,458$574
SPDR S&P 500 ETF TR (SPY) 1,136 +70 $569
     SPY1,136+70$569
VISA INC 2,064 +612 $563
     V2,064+612$563
CROWDSTRIKE HLDGS INC 1,907 -28 $560
     CRWD1,907-28$560
SPDR SER TR (SHM) 11,751 +1,142 $555
     SHM11,751+1,142$555
ENVISTA HOLDINGS CORPORATION 28,188 +12,799 $552
     NVST28,188+12,799$552
BROADCOM INC 417 +68 $534
     AVGO417+68$534
ISHARES TR (EFG) 5,425 +5,425 $532
     EFG5,425+5,425$532
IDACORP INC 5,814 +5,814 $525
     IDA5,814+5,814$525
MERCADOLIBRE INC 356 +356 $498
     MELI356+356$498
J P MORGAN EXCHANGE TRADED F (JEPI) 8,871 +8,871 $493
     JEPI8,871+8,871$493
ISHARES TR (LQD) 4,600 +2,350 $484
     LQD4,600+2,350$484
ISHARES INC (IEMG) 9,576 -595 $479
     IEMG9,576-595$479
HOME DEPOT INC 1,210 +171 $464
     HD1,210+171$464
SPDR INDEX SHS FDS (SPDW) 13,392 UNCH $458
     SPDW13,392UNCH$458
DIAGEO PLC 3,252 -1,692 $456
     DEO3,252-1,692$456
TAIWAN SEMICONDUCTOR MFG LTD 3,159 -10 $439
     TSM3,159-10$439
ISHARES TR (IYC) 5,584 UNCH $432
     IYC5,584UNCH$432
AMERICAN CENTY ETF TR (AVIV) 8,104 +1,847 $426
     AVIV8,104+1,847$426
GLOBE LIFE INC 3,603 +3,603 $419
     GL3,603+3,603$419
VANGUARD WORLD FD (MGK) 1,501 +5 $415
     MGK1,501+5$415
UNITEDHEALTH GROUP INC 867 +72 $415
     UNH867+72$415
BLACKROCK ETF TRUST II (BINC) 7,932 +7,932 $410
     BINC7,932+7,932$410
CISCO SYS INC 8,131 +28 $389
     CSCO8,131+28$389
SPDR SER TR (BIL) 4,222 +4,222 $387
     BIL4,222+4,222$387
MCDONALDS CORP 1,429 -16 $386
     MCD1,429-16$386
2023 ETF SERIES TRUST II (QLTY) 13,229 +13,229 $379
     QLTY13,229+13,229$379
JOHNSON & JOHNSON 2,596 -478 $376
     JNJ2,596-478$376
MASTERCARD INCORPORATED 811 +172 $373
     MA811+172$373
ORACLE CORP 3,121 -456 $370
     ORCL3,121-456$370
MISSION PRODUCE INC 30,633 -11,114 $350
     AVO30,633-11,114$350
KROGER CO 5,955 +20 $329
     KR5,955+20$329
PROSPERITY BANCSHARES INC (PB) 5,000 UNCH $329
     PB5,000UNCH$329
ISHARES TR (IVW) 4,016 UNCH $328
     IVW4,016UNCH$328
SHOPIFY INC 4,246 +467 $328
     SHOP4,246+467$328
VANGUARD INDEX FDS (VV) 1,429 -76 $328
     VV1,429-76$328
GOLDMAN SACHS ETF TR (GBIL) 3,200 -120 $320
     GBIL3,200-120$320
BOEING CO 1,644 +445 $317
     BA1,644+445$317
LULULEMON ATHLETICA INC 774 +337 $302
     LULU774+337$302
EXXON MOBIL CORP 2,470 -71 $293
     XOM2,470-71$293
INVESCO EXCHANGE TRADED FD T (RSPT) 8,807 -22,349 $291
     RSPT8,807-22,349$291
NETFLIX INC 459 +459 $282
     NFLX459+459$282
CHEVRON CORP NEW 1,791 +1,791 $280
     CVX1,791+1,791$280
FIDELITY WISE ORIGIN BITCOIN 4,512 +4,512 $280
     FBTC4,512+4,512$280
VANGUARD WORLD FD (VGT) 562 -121 $280
     VGT562-121$280
PNC FINL SVCS GROUP INC 1,884 -295 $277
     PNC1,884-295$277
VANGUARD SCOTTSDALE FDS (VCIT) 3,535 UNCH $277
     VCIT3,535UNCH$277
VERIZON COMMUNICATIONS INC 6,941 -3,192 $276
     VZ6,941-3,192$276
GOLDMAN SACHS ETF TR (GPIX) 6,123 +6,123 $274
     GPIX6,123+6,123$274
MERCK & CO INC 2,172 +290 $272
     MRK2,172+290$272
ADOBE INC 568 +9 $269
     ADBE568+9$269
DIMENSIONAL ETF TRUST (DFUS) 4,938 +4,938 $269
     DFUS4,938+4,938$269
J P MORGAN EXCHANGE TRADED F (JEPQ) 5,120 +5,120 $267
     JEPQ5,120+5,120$267
AMERICAN WTR WKS CO INC NEW 2,298 +2,298 $265
     AWK2,298+2,298$265
DIMENSIONAL ETF TRUST (DISV) 10,085 +10,085 $265
     DISV10,085+10,085$265
NORTHROP GRUMMAN CORP 582 +582 $263
     NOC582+582$263
OREILLY AUTOMOTIVE INC 238 +238 $261
     ORLY238+238$261
VANGUARD WORLD FD (VHT) 1,005 UNCH $254
     VHT1,005UNCH$254
SALESFORCE INC 891 +891 $246
     CRM891+891$246
SCHWAB STRATEGIC TR 10,355 +10,355 $241
     SCHY10,355+10,355$241
MCCORMICK & CO INC 3,316 +3,316 $240
     MKC3,316+3,316$240
PROSHARES TR (QLD) 3,000 +3,000 $240
     QLD3,000+3,000$240
MID AMER APT CMNTYS INC 1,890 -88 $236
     MAA1,890-88$236
HOLOGIC INC 3,141 +3,141 $235
     HOLX3,141+3,141$235
SJW GROUP 4,467 +4,467 $235
     SJW4,467+4,467$235
PHILLIPS 66 1,484 +1,484 $233
     PSX1,484+1,484$233
DISNEY WALT CO 2,055 +2,055 $232
     DIS2,055+2,055$232
ACCENTURE PLC IRELAND 666 +666 $231
     ACN666+666$231
INVESCO EXCHANGE TRADED FD T (SPGP) 2,292 +181 $231
     SPGP2,292+181$231
ISHARES TR (IJH) 4,010 +4,010 $227
     IJH4,010+4,010$227
MARRIOTT INTL INC NEW 946 +946 $226
     MAR946+946$226
SPDR SER TR (HYMB) 8,587 +8,587 $217
     HYMB8,587+8,587$217
PEPSICO INC 1,267 -81 $215
     PEP1,267-81$215
INTUIT 347 +347 $213
     INTU347+347$213
INDEPENDENT BK CORP MASS 4,333 -1,532 $210
     INDB4,333-1,532$210
PROCTER AND GAMBLE CO 1,326 -183 $208
     PG1,326-183$208
INVESCO QQQ TR 480 +480 $204
     QQQ480+480$204
AGF INVTS TR 10,146 +10,146 $193
     BTAL10,146+10,146$193
FORD MTR CO DEL 12,431 +985 $165
     F12,431+985$165
NGL ENERGY PARTNERS LP 21,748 +1,748 $124
     NGL21,748+1,748$124
SELECTQUOTE INC 19,000 +0 $38
     SLQT19,000UNCH$38
ABBVIE INC $0 (exited)
     ABBV0-1,273$0
AMERICAN CENTY ETF TR $0 (exited)
     AVSC0-18,578$0
VANGUARD BD INDEX FDS $0 (exited)
     BND0-23,124$0
CAL MAINE FOODS INC $0 (exited)
     CALM0-8,455$0
EQUITY COMWLTH $0 (exited)
     EQC0-21,923$0
ILLUMINA INC $0 (exited)
     ILMN0-3,564$0
ISHARES TR $0 (exited)
     IWR0-7,333$0
MONDELEZ INTL INC $0 (exited)
     MDLZ0-3,018$0
HEALTHPEAK PROPERTIES INC $0 (exited)
     PEAK0-12,918$0
TELADOC HEALTH INC $0 (exited)
     TDOC0-11,407$0
TARGET CORP $0 (exited)
     TGT0-1,819$0
TOWNEBANK PORTSMOUTH VA $0 (exited)
     TOWN0-12,110$0
TRAVELERS COMPANIES INC $0 (exited)
     TRV0-2,389$0
VANGUARD WORLD FDS $0 (exited)
     VDC0-3,125$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VT0-2,524$0
WATERS CORP 0 -1,775 $0 (exited)
     WAT0-1,775$0

See Summary: Canvas Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Canvas Wealth Advisors LLC

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