Canvas Wealth Advisors, LLC Purchases in Q2 2025

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
514
+ 0.83%
$354.56 - $497.45 $182K - $256K
62.5K $31.1M
PLTR
Palantir Technologies Inc.

Technology
937
+ 0.7%
$74.01 - $144.25 $69.3K - $135K
134K $18.3M
NVDA
Nvidia Corp

Technology
1.56K
+ 1.29%
$94.31 - $157.99 $147K - $246K
122K $19.3M
CTOS
Custom Truck One Source, Inc.

Industrials
292K
+ 6.54%
$3.39 - $5.07 $991K - $1.48M
4.76M $23.5M
IVV
Ishares Core S&P 500 ETF

ETFs
4.59K
+ 21.14%
$498.8 - $620.9 $2.29M - $2.85M
26.3K $16.3M
GOOGL
Alphabet Inc.

Communication Services
9.45K
+ 8.67%
$144.7 - $178.6 $1.37M - $1.69M
118K $20.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.86K
+ 4.36%
$108.12 - $135.04 $741K - $926K
164K $22.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.43K
+ 2.23%
$113.67 - $150.4 $276K - $365K
112K $16.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.22K
+ 3.12%
$221.86 - $362.89 $270K - $442K
40.3K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
855
+ 1.16%
$167.32 - $223.3 $143K - $191K
74.3K $16.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.5K
+ 4.37%
$97.68 - $121.38 $439K - $546K
107K $13M
AVDE
American Centy ETF Tr Avantis

ETFs
9.11K
+ 7.28%
$59.32 - $74.36 $540K - $677K
134K $9.93M
PANW
Palo Alto Networks Inc

Technology
996
+ 3.33%
$152.44 - $204.64 $152K - $204K
30.9K $6.33M
AVGO
Broadcom Inc.

Technology
616
+ 6.55%
$146.29 - $275.65 $90.1K - $170K
10K $2.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
60.9K
+ 17.62%
$24.32 - $27.87 $1.48M - $1.7M
406K $10.8M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.1K
+ 81.43%
$44.68 - $45.96 $1.03M - $1.06M
51.4K $2.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.95K
+ 7.15%
$90.56 - $109.49 $539K - $651K
89.2K $9.75M
AVEM
American Centy ETF Tr Avantis

ETFs
7.74K
+ 20.54%
$53.08 - $68.54 $411K - $530K
45.4K $3.11M
META
Meta Platforms, Inc.

Communication Services
44
+ 1.01%
$484.66 - $738.09 $21.3K - $32.5K
4.4K $3.25M
DFUS
Dimensional ETF Tr U S Equity

ETFs
8.45K
+ 47.22%
$53.65 - $67.02 $453K - $566K
26.3K $1.77M
JPM
Jpmorgan Chase & CO

Financial Services
356
+ 2.89%
$210.28 - $289.91 $74.9K - $103K
12.7K $3.67M
INFA
Informatica Inc.

Technology
25.7K
New
$15.86 - $24.35 $407K - $625K
25.7K $624K
NFLX
Netflix Inc

Communication Services
162
+ 19.8%
$855.86 - $1339.13 $139K - $217K
980 $1.31M
IEFA
Ishares Tr

ETFs
895
+ 1.54%
$67.83 - $84.09 $60.7K - $75.3K
58.9K $4.92M
VTI
Vanguard Total Stock Market Et

ETFs
848
+ 9.35%
$243.75 - $303.93 $207K - $258K
9.92K $3.01M
WMT
Walmart Inc.

Consumer Defensive
3.29K
+ 18.59%
$81.79 - $99.98 $269K - $329K
21K $2.05M
BDX
Becton Dickinson & CO

Healthcare
2.57K
New
$165.15 - $226.42 $425K - $582K
2.57K $442K
WAT
Waters Corp

Healthcare
1.26K
New
$307.71 - $366.67 $389K - $463K
1.26K $441K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.59K
+ 7.26%
$55.54 - $69.09 $144K - $179K
38.3K $2.65M
NOW
Service Now, Inc.

Technology
257
+ 51.2%
$721.65 - $1040.18 $185K - $267K
759 $780K
SPMD
Spdr Portfolio

ETFs
5.99K
+ 64.98%
$44.89 - $54.38 $269K - $326K
15.2K $826K
AVIV
American Centy ETF Tr Avantis
4.98K
+ 76.04%
$50.27 - $62.84 $250K - $313K
11.5K $717K
AVUS
American Centy ETF Tr Avantis

ETFs
313
+ 0.86%
$81.38 - $100.82 $25.5K - $31.6K
36.9K $3.72M
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
New
$149.23 - $184.95 $274K - $340K
1.84K $334K
GE
General Electric CO

Industrials
1.22K
New
$166.81 - $257.39 $203K - $313K
1.22K $312K
TMO
Thermo Fisher Scientific Inc.

Healthcare
878
+ 170.16%
$390.26 - $489.06 $343K - $429K
1.39K $565K
GOOG
Alphabet Inc.

Communication Services
517
+ 5.05%
$146.58 - $180.01 $75.8K - $93.1K
10.8K $1.91M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.35K
+ 40.94%
$166.82 - $194.23 $224K - $261K
4.63K $899K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.26K
+ 1.84%
$81.46 - $94.63 $103K - $119K
69.6K $6.59M
KKR
Kkr & Co. Inc.

Financial Services
2.02K
New
$92.79 - $134.29 $187K - $271K
2.02K $268K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.76K
New
$145.91 - $168.0 $257K - $295K
1.76K $260K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
219
+ 6.36%
$141.37 - $228.57 $31K - $50.1K
3.66K $829K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.44K
New
$58.41 - $72.69 $201K - $250K
3.44K $250K
WFC
Wells Fargo & Company

Financial Services
3.11K
New
$60.98 - $80.12 $190K - $249K
3.11K $249K
IGV
Ishares Expanded Tech Software

ETFs
2.24K
New
$80.15 - $109.5 $179K - $245K
2.24K $245K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.95K
New
$39.89 - $49.46 $197K - $245K
4.95K $244K
KMB
Kimberly Clark Corp

Consumer Defensive
2.34K
+ 51.68%
$126.84 - $145.22 $297K - $340K
6.88K $886K
RTX
Raytheon Technologies Corp

Industrials
1.63K
New
$113.75 - $148.48 $185K - $242K
1.63K $237K
T
At&T Inc.

Communication Services
8.04K
New
$26.33 - $28.94 $212K - $233K
8.04K $232K
Activity Summary
Buys All Purchases 129 New Holdings 33 Increased Positions 96 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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