Canvas Wealth Advisors, LLC
Canvas Wealth Advisors, LLC is a registered investment adviser headquartered in Shawnee, Kansas. The firm was founded in 2020 and is independently owned and operated. Canvas Wealth Advisors serves individuals and families, providing financial planning and portfolio management tailored to client needs, including both discretionary and non-discretionary management, and, as of 2024, expanded offerings in commercial real estate investments for qualified clients. The firm employs 11 professionals as of early 2025.
Investment Strategy
Canvas Wealth Advisors offers individualized portfolio management and financial planning, tailoring strategies to client circumstances and objectives. The firm manages both discretionary and non-discretionary portfolios, utilizing a broad range of investments without proprietary products or platform constraints. They may also refer clients to third-party managers for implementation, providing ongoing oversight. Portfolio management incorporates diversification across asset classes and may include direct investment in commercial real estate for qualified clients as of 2024.
Top Holdings
Equity Positions (203)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.32% | $32.0M | 62,527 | $283.14 | $497.41 | +$9.3M |
C CTOS | CUSTOM TRUCK ONE SOURCE INC | 5.59% | $28.3M | 4,760,683 | $6.04 | $4.94 | +$11.2M |
I ITOT | ISHARES TR | 4.51% | $22.9M | 164,261 | $103.27 | $135.04 | +$4.8M |
G GOOGL | ALPHABET INC | 4.50% | $22.8M | 118,489 | $126.19 | $176.23 | +$6.3M |
A AAPL | APPLE INC | 4.46% | $22.6M | 105,577 | $142.14 | $205.17 | +$1.9M |