Canvas Wealth Advisors, LLC Incresed Positions in Q2 2025

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.3K
+ 2.85%
$96.84 - $99.46 $126K - $129K
46.9K $4.65M
VEA
Vanguard Ftse Developed Market

ETFs
14
+ 0.06%
$45.65 - $57.01 $639 - $798
22.1K $1.26M
SCHW
Schwab Charles Corp

Financial Services
53
+ 0.59%
$69.06 - $91.24 $3.66K - $4.84K
9.1K $830K
VO
Vanguard Mid Cap ETF

ETFs
282
+ 18.54%
$228.54 - $279.83 $64.4K - $78.9K
1.8K $504K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
497
+ 5.01%
$35.12 - $48.24 $17.5K - $24K
10.4K $502K
CAT
Caterpillar Inc

Industrials
124
+ 13.36%
$273.94 - $388.21 $34K - $48.1K
1.05K $408K
ETN
Eaton Corp PLC

Industrials
18
+ 1.71%
$246.52 - $356.99 $4.44K - $6.43K
1.07K $382K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.42K
+ 20.05%
$51.14 - $57.0 $72.4K - $80.7K
8.47K $481K
MS
Morgan Stanley

Financial Services
197
+ 10.11%
$99.83 - $140.86 $19.7K - $27.7K
2.15K $302K
JNJ
Johnson & Johnson

Healthcare
710
+ 21.72%
$146.36 - $159.82 $104K - $113K
3.98K $607K
NEE
Nextera Energy Inc

Utilities
947
+ 29.72%
$64.11 - $75.0 $60.7K - $71K
4.13K $286K
AXP
American Express CO

Financial Services
51
+ 6.39%
$231.39 - $318.98 $11.8K - $16.3K
849 $270K
DFAI
Dimensional ETF Tr

ETFs
642
+ 6.87%
$28.02 - $34.71 $18K - $22.3K
9.99K $345K
FNDF
Schwab Fundamental Intl Large

ETFs
449
+ 5.3%
$32.25 - $40.02 $14.5K - $18K
8.92K $356K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
349
+ 2.88%
$23.4 - $29.68 $8.17K - $10.4K
12.5K $370K
VIG
Vanguard Dividend Appreciation

ETFs
257
+ 18.94%
N/A
1.61K $293K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
145
+ 1.43%
$51.16 - $62.02 $7.42K - $8.99K
10.3K $636K
MUB
Ishares National Muni Bond ETF

ETFs
588
+ 3.34%
$102.31 - $105.8 $60.2K - $62.2K
18.2K $1.9M
MA
Mastercard Inc

Financial Services
38
+ 2.33%
$479.92 - $590.74 $18.2K - $22.4K
1.67K $936K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
569
+ 1.07%
$50.36 - $50.68 $28.7K - $28.8K
53.8K $2.73M
TDG
Trans Digm Group Inc

Industrials
3
+ 1.62%
$1231.75 - $1520.64 $3.7K - $4.56K
188 $285K
SPGI
S&P Global Inc.

Financial Services
23
+ 3.7%
$438.31 - $527.29 $10.1K - $12.1K
645 $340K
DEO
Diageo PLC

Consumer Defensive
382
+ 10.15%
$99.86 - $115.75 $38.1K - $44.2K
4.14K $417K
DE
Deere & CO

Industrials
6
+ 1.33%
$412.99 - $531.48 $2.48K - $3.19K
456 $231K
KO
Coca Cola CO

Consumer Defensive
338
+ 8.46%
$68.37 - $73.9 $23.1K - $25K
4.33K $306K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
306
+ 1.99%
$47.02 - $47.83 $14.4K - $14.6K
15.7K $749K
MO
Altria Group, Inc.

Consumer Defensive
398
+ 11.27%
$55.56 - $60.91 $22.1K - $24.2K
3.93K $230K
IEMG
Ishares Inc

ETFs
350
+ 2.0%
N/A
17.8K $957K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 4.29%
$168.34 - $195.42 $8.42K - $9.77K
1.22K $237K
MDLZ
Mondelez International, Inc.

Consumer Defensive
218
+ 5.41%
$63.54 - $68.5 $13.9K - $14.9K
4.25K $286K
CVX
Chevron Corp

Energy
403
+ 21.6%
$133.73 - $168.51 $53.9K - $67.9K
2.27K $324K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.23%
$335.24 - $380.78 $2.01K - $2.28K
2.57K $942K
Fidelity Covington Trust
9.83K
+ 109.92%
N/A
18.8K $0
Fidelity Covington Trust
22.8K
+ 42.35%
N/A
76.6K $0
AVGE
American Centy ETF Tr Avantis
364
+ 11.57%
N/A
3.51K $0
Fidelity Covington Trust
18.4K
+ 35.51%
N/A
70.2K $0
Fidelity Wise Origin Bitcoin
1.77K
+ 20.84%
N/A
10.3K $0
Blackrock ETF Trust Ii
25.5K
+ 88.06%
N/A
54.5K $0
Ea Series Trust
3K
+ 49.87%
N/A
9.02K $0
PEP
Pepsico Inc

Consumer Defensive
177
+ 9.92%
$128.02 - $151.37 $22.7K - $26.8K
1.96K $258K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.36K
+ 1405.02%
$87.84 - $1441.89 $295K - $4.84M
3.6K $324K
CWT
California Water Service Group

Utilities
656
+ 3.47%
$44.67 - $51.36 $29.3K - $33.7K
19.6K $889K
ABBV
Abb Vie Inc.

Healthcare
129
+ 5.48%
$170.16 - $206.27 $22K - $26.6K
2.48K $460K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
359
+ 3.43%
$483.48 - $539.8 $174K - $194K
10.8K $5.26M
AAPL
Apple Inc.

Technology
1.88K
+ 1.81%
$172.42 - $223.89 $323K - $420K
106K $21.7M
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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