Canvas Wealth Advisors, LLC Incresed Positions 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
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
MUB
Ishares National Muni Bond ETF

ETFs
2.94K
+ 16.18%
$103.24 - $106.68 $304K - $314K
21.1K $2.25M
JPM
Jpmorgan Chase & CO

Financial Services
37
+ 0.29%
$282.78 - $316.06 $10.5K - $11.7K
12.7K $4M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.08K
+ 23.22%
$192.76 - $203.86 $207K - $219K
5.71K $1.16M
WMT
Walmart Inc.

Consumer Defensive
881
+ 4.2%
$94.4 - $104.27 $83.2K - $91.9K
21.9K $2.26M
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
DFAI
Dimensional ETF Tr

ETFs
3.14K
+ 31.42%
$34.05 - $36.55 $107K - $115K
13.1K $477K
AVIV
American Centy ETF Tr Avantis
953
+ 8.27%
$61.83 - $67.44 $58.9K - $64.3K
12.5K $841K
PEP
Pepsico Inc

Consumer Defensive
735
+ 37.48%
$133.81 - $152.16 $98.4K - $112K
2.7K $378K
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.12%
$184.85 - $231.54 $555 - $695
2.49K $575K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
2.66K
+ 21.31%
$29.55 - $32.52 $78.5K - $86.4K
15.1K $485K
VZ
Verizon Communications Inc

Communication Services
2.46K
+ 43.61%
$40.84 - $45.06 $100K - $111K
8.09K $355K
PWR
Quanta Services, Inc.

Industrials
16
+ 0.69%
$372.29 - $421.68 $5.96K - $6.75K
2.32K $962K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.11%
$617.65 - $666.84 $1.24K - $1.33K
1.81K $1.2M
MO
Altria Group, Inc.

Consumer Defensive
780
+ 19.86%
$57.75 - $67.68 $45K - $52.8K
4.71K $311K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.92K
+ 13.44%
$24.11 - $24.94 $70.4K - $72.9K
24.7K $614K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.35K
+ 2.52%
$50.47 - $50.74 $68.3K - $68.7K
55.2K $2.8M
BAC
Bank Of America Corp

Financial Services
124
+ 0.9%
$44.92 - $52.42 $5.57K - $6.5K
13.9K $714K
MCD
Mcdonalds Corp

Consumer Cyclical
69
+ 1.95%
$291.67 - $316.99 $20.1K - $21.9K
3.6K $1.09M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1.19K
+ 8.79%
$50.81 - $51.07 $60.5K - $60.8K
14.7K $751K
GE
General Electric CO

Industrials
24
+ 1.98%
$244.75 - $305.63 $5.87K - $7.34K
1.24K $372K
AMAT
Applied Materials Inc

Technology
141
+ 10.71%
$156.25 - $204.95 $22K - $28.9K
1.46K $298K
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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