CANVAS WEALTH ADVISORS LLC
Q3 2025 Form 13-F
OVERLAND PARK, KANSAS
CIK 0001858782
· CRD 306343
· SEC-registered investment adviser
$549.9M Reported Value Total
CANVAS WEALTH ADVISORS, LLC reports 2,500 total accounts under management (AUM). There are 2,488 discretionary accounts valued at $689,753,531, and 12 non-discretionary accounts valued at $23,247,363.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
10 funds
· $281.5M gross asset value
Real Estate Fund: $281.5M
Source: Form ADV filed 2026-08-17
Reported value
$549.9M
Quarter over quarter
+11.6%
Holdings
214
Top-10 concentration
44.6%
Key People
Form ADV owners & control persons
Ryan Matthew Lilja
TRUSTEE
Christopher M Ross
TRUSTEE
Drew Ryan Waldron
TRUSTEE
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 05, 2025 |
| Form | 13F-HR |
| Reported value | $549.9M |
| Positions | 214 |
| Change in reported value | +8.4% |
| New positions | 20 |
| Exited positions | 13 |
| Position turnover | 14.5% |
| Top-10 concentration | 44.6% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Nov 2, 2026
|
264 | $758.8M |
|
Q2 2026 13F
Filed Jul 10, 2026
|
251 | $716.9M |
|
Q1 2026 13F
Filed Apr 28, 2026
|
240 | $588.0M |
|
Q4 2025 13F
Filed Jan 12, 2026
|
222 | $588.9M |
|
Q3 2025 13F
Filed Nov 5, 2025
|
214 | $549.9M |
|
Q2 2025 13F
Filed Jul 30, 2025
|
207 | $507.1M |
|
Q1 2025 13F
Filed Apr 24, 2025
|
180 | $389.5M |
|
Q4 2024 13F
Filed Jan 28, 2025
|
177 | $398.3M |
|
Q3 2024 13F
Filed Oct 15, 2024
|
178 | $362.1M |
|
Q2 2024 13F
Filed Aug 1, 2024
|
150 | $323.4M |
|
Q1 2024 13F
Filed Apr 23, 2024
|
146 | $297.5M |
|
Q4 2023 13F
Filed Jan 17, 2024
|
125 | $275.1M |
|
Q3 2023 13F
Filed Oct 24, 2023
|
122 | $243.3M |
|
Q2 2023 13F
Filed Jul 26, 2023
|
128 | $269.4M |
|
Q1 2023 13F
Filed Apr 28, 2023
|
136 | $238.0M |
|
Q4 2022 13F
Filed Jan 23, 2023
|
145 | $239.1M |
|
Q3 2022 13F
Filed Oct 31, 2022
|
124 | $234.8M |
|
Q2 2022 13F
Filed Jul 25, 2022
|
127 | $248.5M |
|
Q1 2022 13F
Filed May 9, 2022
|
142 | $274.2M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
134 | $277.9M |
3 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $32.3M | 5.86% |
| 2 | CTOS CUSTOM TRUCK ONE SOURCE INC | $30.9M | 5.63% |
| 3 | GOOGL ALPHABET INC | $29.4M | 5.35% |
| 4 | AAPL APPLE INC | $27.7M | 5.03% |
| 5 | ITOT ISHARES TR | $25.0M | 4.54% |
| 6 | NVDA NVIDIA CORPORATION | $23.0M | 4.17% |
| 7 | PLTR PALANTIR TECHNOLOGIES INC | $21.7M | 3.94% |
| 8 | IVV ISHARES TR | $19.3M | 3.52% |
| 9 | AMZN AMAZON COM INC | $18.0M | 3.27% |
| 10 | UBER UBER TECHNOLOGIES INC | $17.9M | 3.26% |
| 11 | TSLA TESLA INC | $17.7M | 3.22% |
| 12 | IUSG ISHARES TR | $16.7M | 3.04% |
| 13 | GSLC GOLDMAN SACHS ETF TR | $14.4M | 2.62% |
| 14 | AVDE AMERICAN CENTY ETF TR | $11.6M | 2.12% |
| 15 | SCHD SCHWAB STRATEGIC TR | $11.3M | 2.05% |
| 16 | IJR ISHARES TR | $11.1M | 2.01% |
| 17 | VOO VANGUARD INDEX FDS | $9.9M | 1.81% |
| 18 | AMD ADVANCED MICRO DEVICES INC | $9.7M | 1.76% |
| 19 | PANW PALO ALTO NETWORKS INC | $8.1M | 1.47% |
| 20 | IUSV ISHARES TR | $7.3M | 1.32% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.