Canvas Wealth Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CUSTOM TRUCK ONE SOURCE INC(CTOS) | 7,019,526 | 5,982,649 | -1,036,877 | 46,118,286 | 70,655,085 | 9.86% | +24,536,799 |
| ADVANCED MICRO DEVICES INC(AMD) | 50,808 | 40,261 | -10,547 | 10,335,774 | 23,387,861 | 3.26% | +13,052,087 |
| DIMENSIONAL ETF TRUST | 0 | 181,125 | +181,125 | 0 | 8,034,726 | 1.12% | +8,034,726 |
| PALO ALTO NETWORKS INC(PANW) | 55,557 | 48,854 | -6,703 | 8,906,906 | 16,660,209 | 2.32% | +7,753,303 |
| ALPHABET INC(GOOG) | 117,058 | 114,270 | -2,788 | 33,661,223 | 40,836,502 | 5.70% | +7,175,279 |
| AMAZON COM INC(AMZN) | 111,684 | 120,898 | +9,214 | 23,260,508 | 28,814,922 | 4.02% | +5,554,414 |
| ISHARES TR | 185,224 | 192,444 | +7,220 | 26,381,476 | 31,612,767 | 4.41% | +5,231,291 |
| APPLE INC(AAPL) | 105,520 | 106,892 | +1,372 | 26,779,844 | 30,930,378 | 4.31% | +4,150,534 |
| MICROSOFT CORP(MSFT) | 72,856 | 82,424 | +9,568 | 26,969,086 | 30,745,666 | 4.29% | +3,776,580 |
| BLACKROCK ETF TRUST II | 0 | 70,777 | +70,777 | 0 | 3,704,451 | 0.52% | +3,704,451 |
| ISHARES TR | 99,400 | 101,556 | +2,156 | 15,417,876 | 19,101,738 | 2.66% | +3,683,862 |
| CLOROX CO DEL(CLX) | 53,037 | 94,026 | +40,989 | 5,496,181 | 8,973,881 | 1.25% | +3,477,700 |
| KIMBERLY-CLARK CORP(KMB) | 15,172 | 43,463 | +28,291 | 1,480,816 | 4,823,851 | 0.67% | +3,343,035 |
| DIMENSIONAL ETF TRUST | 0 | 35,109 | +35,109 | 0 | 2,876,847 | 0.40% | +2,876,847 |
| UBER TECHNOLOGIES INC(UBER) | 200,091 | 239,173 | +39,082 | 14,392,546 | 17,258,724 | 2.41% | +2,866,178 |
| SPACE EXPLORATION TECHN CORP | 0 | 15,204 | +15,204 | 0 | 2,597,772 | 0.36% | +2,597,772 |
| SALESFORCE INC(CRM) | 0 | 13,416 | +13,416 | 0 | 2,103,445 | 0.29% | +2,103,445 |
| NVIDIA CORPORATION(NVDA) | 121,740 | 115,127 | -6,613 | 21,232,683 | 23,035,680 | 3.21% | +1,802,997 |
| INVESCO EXCH TRADED FD TR II | 2,053 | 7,238 | +5,185 | 487,820 | 2,192,811 | 0.31% | +1,704,991 |
| DIMENSIONAL ETF TRUST | 0 | 39,197 | +39,197 | 0 | 1,635,691 | 0.23% | +1,635,691 |
| GOLDMAN SACHS ETF TR | 113,456 | 111,252 | -2,204 | 14,196,731 | 15,785,563 | 2.20% | +1,588,832 |
| DIMENSIONAL ETF TRUST | 0 | 40,580 | +40,580 | 0 | 1,574,098 | 0.22% | +1,574,098 |
| AMERICAN CENTY ETF TR | 177,667 | 185,740 | +8,073 | 15,073,302 | 16,568,015 | 2.31% | +1,494,713 |
| AMERICAN CENTY ETF TR | 87,440 | 91,889 | +4,449 | 6,780,972 | 8,266,361 | 1.15% | +1,485,389 |
| ROBINHOOD MKTS INC(HOOD) | 40,809 | 42,697 | +1,888 | 2,828,087 | 4,281,689 | 0.60% | +1,453,602 |
| CROWDSTRIKE HLDGS INC(CRWD) | 14,107 | 9,010 | -5,097 | 5,507,514 | 6,875,891 | 0.96% | +1,368,377 |
| TESLA INC(TSLA) | 44,891 | 42,792 | -2,099 | 16,688,229 | 17,998,315 | 2.51% | +1,310,086 |
| AMERICAN CENTY ETF TR | 0 | 15,585 | +15,585 | 0 | 1,250,666 | 0.17% | +1,250,666 |
| MICRON TECHNOLOGY INC(MU) | 1,199 | 1,327 | +128 | 405,250 | 1,531,169 | 0.21% | +1,125,919 |
| ISHARES TR | 91,276 | 84,031 | -7,245 | 11,346,555 | 12,462,618 | 1.74% | +1,116,063 |
| ISHARES TR | 76,631 | 81,196 | +4,565 | 7,835,566 | 8,943,746 | 1.25% | +1,108,180 |
| VANGUARD INDEX FDS | 16,707 | 16,122 | -585 | 9,983,283 | 11,072,472 | 1.54% | +1,089,189 |
| SERVICENOW INC(NOW) | 17,751 | 28,524 | +10,773 | 1,855,867 | 2,831,863 | 0.40% | +975,996 |
| VANGUARD WORLD FD | 0 | 4,095 | +4,095 | 0 | 923,382 | 0.13% | +923,382 |
| DIMENSIONAL ETF TRUST | 38,374 | 60,748 | +22,374 | 1,363,428 | 2,263,488 | 0.32% | +900,060 |
| DIMENSIONAL ETF TRUST | 0 | 18,694 | +18,694 | 0 | 892,655 | 0.12% | +892,655 |
| ASML HLDG NV | 1,743 | 1,603 | -140 | 2,301,806 | 3,188,682 | 0.44% | +886,876 |
| BERKSHIRE HATHAWAY INC DEL | 14,550 | 15,609 | +1,059 | 6,972,207 | 7,810,678 | 1.09% | +838,471 |
| DIMENSIONAL ETF TRUST | 7,841 | 35,505 | +27,664 | 208,414 | 1,028,567 | 0.14% | +820,153 |
| EQUIPMENTSHARE COM INC(EQPT) | 51,953 | 95,410 | +43,457 | 1,058,283 | 1,875,761 | 0.26% | +817,478 |
| AMERICAN CENTY ETF TR | 58,430 | 57,073 | -1,357 | 4,708,261 | 5,506,977 | 0.77% | +798,716 |
| SCHWAB STRATEGIC TR | 389,013 | 401,118 | +12,105 | 11,934,923 | 12,719,440 | 1.77% | +784,517 |
| ISHARES TR | 10,702 | 10,702 | 0 | 1,941,557 | 2,699,365 | 0.38% | +757,808 |
| JPMORGAN CHASE & CO(JPM) | 14,488 | 15,294 | +806 | 4,261,738 | 5,006,127 | 0.70% | +744,389 |
| SPDR SERIES TRUST | 0 | 15,224 | +15,224 | 0 | 730,217 | 0.10% | +730,217 |
| BROADCOM INC(AVGO) | 10,144 | 10,218 | +74 | 3,139,690 | 3,859,946 | 0.54% | +720,256 |
| LAM RESEARCH CORP(LRCX) | 3,415 | 3,326 | -89 | 730,531 | 1,442,122 | 0.20% | +711,591 |
| DIMENSIONAL ETF TRUST | 6,018 | 13,535 | +7,517 | 428,052 | 1,114,486 | 0.16% | +686,434 |
| ISHARES TR | 14,897 | 13,883 | -1,014 | 9,731,119 | 10,396,812 | 1.45% | +665,693 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 4,043 | 4,255 | +212 | 1,370,081 | 2,032,201 | 0.28% | +662,120 |
| DIMENSIONAL ETF TRUST | 0 | 15,289 | +15,289 | 0 | 645,349 | 0.09% | +645,349 |
| SPDR SERIES TRUST | 0 | 24,940 | +24,940 | 0 | 634,471 | 0.09% | +634,471 |
| INTEL CORP(INTC) | 0 | 4,461 | +4,461 | 0 | 622,889 | 0.09% | +622,889 |
| FIDELITY COVINGTON TRUST | 0 | 12,493 | +12,493 | 0 | 603,289 | 0.08% | +603,289 |
| VANGUARD INDEX FDS | 11,942 | 11,956 | +14 | 3,831,118 | 4,424,263 | 0.62% | +593,145 |
| DIMENSIONAL ETF TRUST | 30,011 | 39,760 | +9,749 | 1,036,880 | 1,615,851 | 0.23% | +578,971 |
| TAYLOR MORRISON HOME CORP(TMHC) | 0 | 8,016 | +8,016 | 0 | 575,068 | 0.08% | +575,068 |
| AEROVIRONMENT INC | 9,083 | 13,392 | +4,309 | 1,662,567 | 2,210,617 | 0.31% | +548,050 |
| QIAGEN NV(QGEN) | 15,838 | 30,119 | +14,281 | 634,173 | 1,177,659 | 0.16% | +543,486 |
| MERCADOLIBRE INC(MELI) | 1,791 | 2,143 | +352 | 3,096,675 | 3,637,507 | 0.51% | +540,832 |
| VANGUARD STAR FDS | 41,381 | 43,390 | +2,009 | 3,190,866 | 3,709,384 | 0.52% | +518,518 |
| ISHARES TR | 0 | 5,300 | +5,300 | 0 | 501,221 | 0.07% | +501,221 |
| ELI LILLY & CO(LLY) | 1,434 | 1,493 | +59 | 1,318,981 | 1,790,789 | 0.25% | +471,808 |
| SPDR SERIES TRUST | 0 | 5,307 | +5,307 | 0 | 466,379 | 0.07% | +466,379 |
| DIMENSIONAL ETF TRUST | 0 | 10,913 | +10,913 | 0 | 431,500 | 0.06% | +431,500 |
| VANGUARD INDEX FDS | 8,518 | 47,993 | +39,475 | 3,720,624 | 4,134,141 | 0.58% | +413,517 |
| SELECT SECTOR SPDR TR | 0 | 2,032 | +2,032 | 0 | 387,137 | 0.05% | +387,137 |
| VANGUARD INDEX FDS | 11,920 | 11,508 | -412 | 3,122,086 | 3,488,378 | 0.49% | +366,292 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 874 | +874 | 0 | 363,298 | 0.05% | +363,298 |
| SEAGATE TECHNOLOGY HLDNGS PL | 621 | 622 | +1 | 243,745 | 600,689 | 0.08% | +356,944 |
| TOAST INC(TOST) | 0 | 12,399 | +12,399 | 0 | 344,940 | 0.05% | +344,940 |
| EXCHANGE LISTED FDS TR | 0 | 10,984 | +10,984 | 0 | 330,623 | 0.05% | +330,623 |
| APPLIED MATLS INC | 778 | 817 | +39 | 265,913 | 590,698 | 0.08% | +324,785 |
| VANGUARD INDEX FDS | 4,721 | 4,768 | +47 | 1,427,010 | 1,743,600 | 0.24% | +316,590 |
| SNOWFLAKE INC(SNOW) | 0 | 1,233 | +1,233 | 0 | 313,799 | 0.04% | +313,799 |
| WESTERN DIGITAL CORP(WDC) | 948 | 886 | -62 | 256,425 | 565,906 | 0.08% | +309,481 |
| QUANTA SVCS INC | 1,968 | 1,927 | -41 | 1,080,471 | 1,387,517 | 0.19% | +307,046 |
| AMERICAN CENTY ETF TR | 28,685 | 27,854 | -831 | 3,168,832 | 3,475,048 | 0.48% | +306,216 |
| CISCO SYS INC(CSCO) | 6,756 | 6,923 | +167 | 524,198 | 813,176 | 0.11% | +288,978 |
| ISHARES TR | 0 | 2,276 | +2,276 | 0 | 282,611 | 0.04% | +282,611 |
| DELL TECHNOLOGIES INC(DELL) | 0 | 651 | +651 | 0 | 280,880 | 0.04% | +280,880 |
| CITIGROUP INC(C) | 0 | 2,000 | +2,000 | 0 | 279,962 | 0.04% | +279,962 |
| SPDR SERIES TRUST | 0 | 4,115 | +4,115 | 0 | 278,009 | 0.04% | +278,009 |
| ISHARES TR | 0 | 426 | +426 | 0 | 272,809 | 0.04% | +272,809 |
| ACCENTURE PLC IRELAND | 0 | 2,185 | +2,185 | 0 | 271,901 | 0.04% | +271,901 |
| INVESCO EXCHANGE TRADED FD T | 0 | 4,141 | +4,141 | 0 | 267,095 | 0.04% | +267,095 |
| DIMENSIONAL ETF TRUST | 0 | 6,231 | +6,231 | 0 | 266,500 | 0.04% | +266,500 |
| VANGUARD WORLD FD | 1,020 | 8,168 | +7,148 | 711,731 | 976,239 | 0.14% | +264,508 |
| ISHARES TR | 4,545 | 6,945 | +2,400 | 495,360 | 757,491 | 0.11% | +262,131 |
| CORNING INC(GLW) | 0 | 978 | +978 | 0 | 249,811 | 0.03% | +249,811 |
| AMERICAN CENTY ETF TR | 24,792 | 23,403 | -1,389 | 2,756,400 | 2,997,454 | 0.42% | +241,054 |
| UNITED PARCEL SVCS INC(UPS) | 0 | 2,228 | +2,228 | 0 | 239,493 | 0.03% | +239,493 |
| KLA CORP(KLAC) | 142 | 1,486 | +1,344 | 209,082 | 448,341 | 0.06% | +239,259 |
| GOLDMAN SACHS ETF TR | 0 | 3,833 | +3,833 | 0 | 227,335 | 0.03% | +227,335 |
| SCHWAB STRATEGIC TR | 0 | 6,287 | +6,287 | 0 | 227,149 | 0.03% | +227,149 |
| ISHARES TR | 19,929 | 21,763 | +1,834 | 2,115,449 | 2,342,125 | 0.33% | +226,676 |
| VANECK ETF TRUST | 1,741 | 1,361 | -380 | 667,381 | 892,464 | 0.12% | +225,083 |
| ISHARES TR | 0 | 2,913 | +2,913 | 0 | 221,682 | 0.03% | +221,682 |
| FIDELITY COVINGTON TRUST | 15,044 | 15,598 | +554 | 754,011 | 968,798 | 0.14% | +214,787 |
| J P MORGAN EXCHANGE TRADED F | 0 | 2,730 | +2,730 | 0 | 212,312 | 0.03% | +212,312 |