Canvas Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Shawnee, KS
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
222
Total value ($000)
$588,889
Net value change ($000)
+38,987 (7.1%)
New positions
18
Sold out positions
10
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CTOS 9,660 31.2%
GOOGL 7,774 26.4%
HOOD 2,683 1113.3%
AMZN 2,654 14.8%
DFUS 2,453 83.1%
BUSE 1,702 NEW
TSLA 1,680 9.5%
AMD 1,623 16.7%
BINC 1,548 44.0%
NOW 1,424 251.6%
Top Reduces (Value $000, Stocks/ETFs)
FELC -2,863 -90.3%
UBER -2,417 -13.5%
MSFT -1,216 -3.8%
PLTR -966 -4.5%
VTV -611 -26.4%
INFA -604 -100.0%
NFLX -578 -49.6%
NVDA -545 -2.4%
WAT -489 -100.0%
FBTC -478 -35.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type