Canvas Wealth Advisors, LLC

RIA/Wealth

Canvas Wealth Advisors, LLC is a RIA/Wealth based in Shawnee, KS led by Scott Robert Wesley, reporting $713.0M in AUM as of Q3 2025 with 40% ETF concentration.

FounderScott Robert Wesley

Portfolio Value: $548.4M
Positions: 211
Top Holding: MSFT at 5.88%
Last Reported: Q3 2025

Address6136 Nieman Road, Shawnee, KS, 66203, United States

Top Holdings

Largest long holdings in Canvas Wealth Advisors, LLC's portfolio (44.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$32.3M	5.88%	-$96.7K Sold	0.00% 62.3K shares	Q1 2021 Held for 4y 8m
2 Custom Truck One Source CTOS	Rental & Leasing Services Industrials	$30.9M	5.64%	-$91.1K Sold	2.10% 4.7M shares	Q1 2022 Held for 3y 8m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$29.4M	5.37%	+$363.4K Bought	0.00% 120.0K shares	Q1 2021 Held for 4y 8m
4 Apple AAPL	Consumer Electronics Technology	$27.7M	5.04%	+$421.9K Bought	0.00% 107.2K shares	Q1 2021 Held for 4y 8m
5 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$25.0M	4.55%	+$899.0K Bought	— 170.4K shares	Q1 2021 Held for 4y 8m
6 Nvidia NVDA	Semiconductors Technology	$23.0M	4.19%	+$82.4K Bought	0.00% 122.4K shares	Q1 2021 Held for 4y 8m
7 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$21.7M	3.95%	-$1.5M Sold	0.01% 125.3K shares	Q1 2022 Held for 3y 8m
8 iShares Core S&P 500 ETF IVV	ETF ETF	$19.3M	3.53%	+$1.6M Bought	— 28.8K shares	Q1 2021 Held for 4y 8m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$18.0M	3.27%	+$1.6M Bought	0.00% 81.8K shares	Q1 2021 Held for 4y 8m
10 Uber Technologies UBER	Software - Application Technology	$17.9M	3.27%	+$255.9K Bought	0.01% 185.6K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Canvas Wealth Advisors, LLC's latest filing

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Market Value

$548.4M

Prior: $506.4M

Q/Q Change

+8.3%

+$42.0M

Net Flows % of MV

+1.15%

Turnover Ratio

3.77%

New Purchases

16 stocks

$5.0M

Added To

98 stocks

+$18.4M

Sold Out Of

13 stocks

$3.1M

Reduced Holdings

75 stocks

-$14.0M

Increased Positions

Position	Shares Δ	Change
1 Janus Henderson AAA CLO JAAA	New	0 → 14.3K +$723.6K
2 Energy Transfer ET	New	0 → 38.6K +$648.4K
3 AHL Capital Management AHL	New	0 → 11.7K +$428.5K
4 BYM BlackRock Municipal Income Quality Trust BYM	New	0 → 36.1K +$394.7K
5 IDEX IEX	New	0 → 1.6K +$273.7K

Decreased Positions

Position	Shares Δ	Change
1 Northrop Grumman NOC	Sold	535.0 → 0 −$304.2K
2 ULST SPDR SSgA Ultra Short Term Bond ETF ULST	Sold	6.5K → 0 −$263.9K
3 iShares Expanded Tech-Software Sector IGV	Sold	2.2K → 0 −$252.7K
4 DENTSPLY SIRONA XRAY	Sold	15.6K → 0 −$251.5K
5 Goldman Sachs Access Treasury 0-1 Year ETF GBIL	Sold	2.5K → 0 −$245.3K

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Analytics

Portfolio insights and performance metrics for Canvas Wealth Advisors, LLC

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Sector Allocation

ETF

39.60%

Technology

28.70%

Consumer Cyclical

8.20%

Industrials

7.30%

Communication Services

6.80%

Financial Services

3.80%

Consumer Defensive

2.20%

Healthcare

1.20%

Energy

0.50%

Utilities

0.20%

Basic Materials

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

43.71%

Large Cap ($10B - $200B)

8.94%

Mid Cap ($2B - $10B)

0.42%

Small Cap ($300M - $2B)

6.00%

Nano Cap (< $50M)

0.08%

N/A (ETF or Unknown)

40.86%

Portfolio Concentration

Top 10 Holdings %

44.7%

Top 20 Holdings %

66.18%

Top 50 Holdings %

84.88%

Top 100 Holdings %

93.49%