Canvas Wealth Advisors, LLC Reduced Holdings in Q3 2025

Canvas Wealth Advisors, LLC

  • $530 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-16.6K
- 36.36%
$90.37 - $102.12 $1.5M - $1.69M
29K $2.88M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-11K
- 52.06%
$79.52 - $89.63 $876K - $988K
10.1K $904K
AVLV
American Centy ETF Tr Avantis
-11.1K
- 73.85%
$68.33 - $72.69 $760K - $809K
3.94K $284K
NKE
Nike, Inc.

Consumer Cyclical
-7.23K
- 15.47%
$69.24 - $79.24 $501K - $573K
39.5K $2.76M
EL
Estee Lauder Companies Inc

Consumer Defensive
-7.74K
- 39.14%
$83.65 - $95.26 $648K - $738K
12K $1.06M
SPMD
Spdr Portfolio

ETFs
-9.83K
- 64.65%
$54.43 - $58.29 $535K - $573K
5.37K $307K
ASML
Asml Holding Nv

Technology
-884
- 28.03%
$689.63 - $968.09 $610K - $856K
2.27K $2.2M
GL
Globe Life Inc.

Financial Services
-2.55K
- 50.08%
$117.6 - $146.55 $300K - $373K
2.54K $363K
MMM
3 M CO

Industrials
-2.33K
- 7.38%
$144.41 - $160.2 $336K - $373K
29.2K $4.53M
NOW
Service Now, Inc.

Technology
-139
- 18.31%
$850.86 - $1044.69 $118K - $145K
620 $570K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-10.3K
- 9.27%
$148.97 - $165.88 $1.54M - $1.72M
101K $16.7M
HOLX
Hologic Inc

Healthcare
-1.65K
- 30.86%
$63.26 - $68.98 $104K - $114K
3.69K $248K
BDX
Becton Dickinson & CO

Healthcare
-729
- 28.35%
$172.41 - $199.66 $126K - $146K
1.84K $344K
VO
Vanguard Mid Cap ETF

ETFs
-384
- 21.3%
$279.83 - $293.74 $107K - $113K
1.42K $416K
KO
Coca Cola CO

Consumer Defensive
-927
- 21.4%
$65.67 - $71.67 $60.9K - $66.4K
3.41K $225K
LLY
Eli Lilly & CO

Healthcare
-71
- 4.89%
$625.65 - $812.69 $44.4K - $57.7K
1.38K $1.05M
HSIC
Henry Schein Inc

Healthcare
-716
- 18.18%
$64.83 - $74.67 $46.4K - $53.5K
3.22K $213K
WERN
Werner Enterprises Inc

Industrials
-1.8K
- 8.29%
$26.03 - $29.98 $46.7K - $53.8K
19.9K $522K
PG
Procter & Gamble CO

Consumer Defensive
-361
- 16.75%
$150.47 - $161.22 $54.3K - $58.2K
1.79K $275K
VBR
Vanguard Small Cap Value ETF

ETFs
-559
- 11.71%
$195.41 - $212.37 $109K - $119K
4.22K $879K
SYK
Stryker Corp

Healthcare
-1
- 0.05%
$368.57 - $403.53 $369 - $404
1.87K $690K
PM
Philip Morris International Inc.

Consumer Defensive
-74
- 4.03%
$157.77 - $183.27 $11.7K - $13.6K
1.76K $285K
META
Meta Platforms, Inc.

Communication Services
-42
- 0.95%
$695.21 - $791.73 $29.2K - $33.3K
4.36K $3.2M
CRM
Salesforce, Inc.

Technology
-40
- 3.78%
$231.66 - $273.65 $9.27K - $10.9K
1.02K $241K
SPGI
S&P Global Inc.

Financial Services
-34
- 5.27%
$484.94 - $564.15 $16.5K - $19.2K
611 $297K
VB
Vanguard Small Cap ETF

ETFs
-1.05K
- 8.08%
$237.58 - $259.17 $249K - $271K
11.9K $3.03M
V
Visa Inc.

Financial Services
-44
- 2.28%
$332.09 - $358.86 $14.6K - $15.8K
1.89K $644K
IEMG
Ishares Inc

ETFs
-626
- 3.51%
N/A
17.2K $923K
VTV
Vanguard Value ETF

ETFs
-866
- 6.57%
$175.51 - $186.57 $152K - $162K
12.3K $2.3M
DE
Deere & CO

Industrials
-22
- 4.82%
$457.26 - $524.37 $10.1K - $11.5K
434 $198K
DEO
Diageo PLC

Consumer Defensive
-79
- 1.91%
$93.64 - $115.33 $7.4K - $9.11K
4.07K $387K
CSCO
Cisco Systems, Inc.

Technology
-306
- 3.68%
$66.2 - $71.79 $20.3K - $22K
8.01K $547K
IBM
International Business Machines Corp

Technology
-19
- 1.2%
$234.77 - $292.47 $4.46K - $5.56K
1.57K $441K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-334
- 4.43%
$78.11 - $79.07 $26.1K - $26.4K
7.2K $567K
INFA
Informatica Inc.

Technology
-1.43K
- 5.57%
$24.21 - $24.95 $34.6K - $35.7K
24.2K $601K
KKR
Kkr & Co. Inc.

Financial Services
-111
- 5.5%
$129.95 - $152.16 $14.4K - $16.9K
1.91K $247K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-266
- 19.08%
$404.94 - $499.99 $108K - $133K
1.13K $547K
ZS
Zscaler, Inc.

Technology
-14
- 1.91%
$267.68 - $316.5 $3.75K - $4.43K
720 $215K
SE
Sea LTD

Consumer Cyclical
-696
- 11.95%
$146.23 - $196.5 $102K - $137K
5.13K $916K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-75
- 11.4%
$546.99 - $602.2 $41K - $45.2K
583 $350K
VV
Vanguard Large Cap ETF

ETFs
-103
- 9.73%
$285.05 - $309.14 $29.4K - $31.8K
956 $294K
SJW
Sjw Group

Utilities
-110
- 1.08%
N/A
10.1K $523K
Linde PLC
-71
- 11.85%
N/A
528 $0
Qiagen Nv
-954
- 15.06%
N/A
5.38K $0
Fidelity Covington Trust
-18.4K
- 26.16%
N/A
51.8K $0
Ea Series Trust
-916
- 10.16%
N/A
8.1K $0
Solventum Corp
-245
- 3.28%
N/A
7.22K $0
F
Ford Motor CO

Consumer Cyclical
-997
- 7.63%
$10.82 - $12.09 $10.8K - $12.1K
12.1K $144K
XOM
Exxon Mobil Corp

Energy
-161
- 3.49%
$105.83 - $117.22 $17K - $18.9K
4.45K $501K
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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