Canvas Wealth Advisors, LLC Purchases in Q3 2025

Canvas Wealth Advisors, LLC

  • $530 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.48K
+ 1.25%
$174.36 - $254.72 $258K - $377K
120K $29.2M
AAPL
Apple Inc.

Technology
1.64K
+ 1.55%
$202.38 - $256.87 $331K - $420K
107K $27.3M
TSLA
Tesla, Inc.

Consumer Cyclical
924
+ 2.3%
$293.94 - $444.72 $272K - $411K
41.2K $18.3M
NVDA
Nvidia Corp

Technology
439
+ 0.36%
$153.3 - $186.58 $67.3K - $81.9K
122K $22.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.44K
+ 9.29%
$620.67 - $670.08 $1.52M - $1.64M
28.8K $19.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.14K
+ 3.74%
$135.0 - $146.02 $828K - $896K
170K $24.8M
AMZN
Amazon Com Inc

Consumer Cyclical
7.49K
+ 10.08%
$211.65 - $238.24 $1.59M - $1.78M
81.8K $18M
PANW
Palo Alto Networks Inc

Technology
8.22K
+ 26.6%
$167.06 - $208.19 $1.37M - $1.71M
39.1K $7.97M
AVDE
American Centy ETF Tr Avantis

ETFs
11.3K
+ 8.39%
$73.24 - $79.04 $825K - $890K
145K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.52K
+ 23.28%
$459.11 - $506.91 $1.16M - $1.28M
13.4K $6.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.05K
+ 3.42%
$108.46 - $120.63 $331K - $368K
92.2K $11M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 53.91%
$67.01 - $72.84 $952K - $1.03M
40.5K $2.94M
UBER
Uber Technologies, Inc

Technology
2.65K
+ 1.45%
$86.91 - $99.57 $230K - $264K
186K $18.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
504
+ 3.22%
$567.77 - $614.76 $286K - $310K
16.2K $9.9M
GOOG
Alphabet Inc.

Communication Services
334
+ 3.1%
$175.16 - $255.24 $58.5K - $85.3K
11.1K $2.7M
CLX
Clorox CO

Consumer Defensive
5.24K
+ 17.73%
$117.67 - $131.43 $617K - $689K
34.8K $4.29M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.3K
New
$50.53 - $50.82 $723K - $727K
14.3K $726K
ET
Energy Transfer LP

Energy
38.6K
New
$17.11 - $18.16 $660K - $701K
38.6K $662K
VTI
Vanguard Total Stock Market Et

ETFs
1.23K
+ 12.39%
$303.93 - $329.86 $374K - $405K
11.1K $3.66M
AVGO
Broadcom Inc.

Technology
247
+ 2.47%
$264.74 - $369.57 $65.4K - $91.3K
10.3K $3.39M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.53K
+ 3.63%
$94.17 - $99.95 $238K - $252K
72.1K $7.21M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.3K
+ 1.06%
$26.38 - $27.95 $113K - $120K
411K $11.2M
VUG
Vanguard Growth ETF

ETFs
215
+ 2.65%
$433.97 - $484.08 $93.3K - $104K
8.34K $4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.83K
+ 8.17%
$97.75 - $100.75 $374K - $386K
50.7K $5.08M
BYM
Blackrock Municipal Income Quality Trust

Financial Services
36.1K
New
$10.1 - $11.09 $365K - $401K
36.1K $395K
MUB
Ishares National Muni Bond ETF

ETFs
2.94K
+ 16.18%
$103.24 - $106.68 $304K - $314K
21.1K $2.25M
UNH
Unitedhealth Group Inc

Healthcare
1K
New
$237.77 - $353.61 $238K - $355K
1K $346K
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 0.29%
$282.78 - $316.06 $10.5K - $11.7K
12.7K $4M
IEX
Idex Corp

Industrials
1.64K
New
$157.53 - $185.69 $258K - $304K
1.64K $266K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
+ 23.22%
$192.76 - $203.86 $207K - $219K
5.71K $1.16M
EPD
Enterprise Products Partners L.P.

Energy
8.18K
New
$30.74 - $32.14 $251K - $263K
8.18K $255K
PFE
Pfizer Inc

Healthcare
9.9K
New
$23.29 - $25.88 $230K - $256K
9.9K $252K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
21.5K
New
$11.04 - $11.83 $237K - $254K
21.5K $251K
DHI
Horton D R Inc

Consumer Cyclical
1.38K
New
$129.82 - $184.04 $179K - $253K
1.38K $233K
HOOD
Robinhood Markets, Inc.

Technology
1.62K
New
$91.27 - $143.18 $148K - $232K
1.62K $232K
MU
Micron Technology Inc

Technology
1.26K
New
$104.88 - $168.89 $132K - $213K
1.26K $210K
AVAV
Aero Vironment Inc

Industrials
645
New
$226.08 - $314.89 $146K - $203K
645 $203K
WMT
Walmart Inc.

Consumer Defensive
881
+ 4.2%
$94.4 - $104.27 $83.2K - $91.9K
21.9K $2.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.4K
New
$81.75 - $84.54 $196K - $203K
2.4K $201K
VT
Vanguard Total World Stk Index

ETFs
1.46K
New
$128.41 - $138.03 $188K - $202K
1.46K $201K
ABT
Abbott Laboratories

Healthcare
1.49K
New
$120.51 - $136.62 $179K - $203K
1.49K $199K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.69K
New
$28.15 - $30.13 $188K - $202K
6.69K $198K
FSLR
First Solar, Inc.

Technology
235
+ 8.95%
$160.84 - $223.53 $37.8K - $52.5K
2.86K $630K
KMB
Kimberly Clark Corp

Consumer Defensive
1.75K
+ 25.37%
$121.72 - $136.77 $212K - $239K
8.62K $1.07M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.91K
+ 5.66%
$45.26 - $46.63 $132K - $136K
54.3K $2.51M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.37K
+ 43.06%
$107.66 - $112.36 $147K - $154K
4.55K $506K
VBK
Vanguard Small Cap Growth ETF

ETFs
195
+ 4.48%
$276.51 - $305.12 $53.9K - $59.5K
4.55K $1.35M
JNJ
Johnson & Johnson

Healthcare
86
+ 2.16%
$155.17 - $185.42 $13.3K - $15.9K
4.07K $753K
CVX
Chevron Corp

Energy
680
+ 29.97%
$145.57 - $161.83 $99K - $110K
2.95K $457K
Activity Summary
Buys All Purchases 120 New Holdings 20 Increased Positions 100 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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