Investor
Canvas Wealth Advisors, LLC
CIK 0001858782 · filed 2026-04-28 · SEC filing
13F book
$588M
Positions
240
38 new · 20 sold
Largest name
7.8%
Custom Truck One Source, Inc. · CTOS
Est. mark
−$28.4M
Price effect on 202 names still held. Flow $27.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Custom Truck One Source, Inc. | CTOS | 7.02M | $46.1M | 7.8% | $5.69M | Cut$5.51M |
| Alphabet Inc | — | 117.1K | $33.7M | 5.7% | −$2.98M | Cut−$3.55M |
| Microsoft Corp | MSFT | 72.9K | $27M | 4.6% | −$7.28M | Added−$4.07M |
| Apple Inc. | AAPL | 105.5K | $26.8M | 4.6% | −$1.91M | Cut−$2.07M |
| Ishares Tr | — | 185.2K | $26.4M | 4.5% | −$1.08M | Added$629.9K |
| Amazon Com Inc | AMZN | 111.7K | $23.3M | 4.0% | −$2.01M | Added$2.65M |
| Nvidia Corp | NVDA | 121.7K | $21.2M | 3.6% | −$1.45M | Added−$1.18M |
| Palantir Technologies Inc. | PLTR | 121.3K | $17.7M | 3.0% | −$3.67M | Added−$2.97M |
| Tesla, Inc. | TSLA | 44.9K | $16.7M | 2.8% | −$3.36M | Added−$2.69M |
| Ishares Tr | — | 99.4K | $15.4M | 2.6% | −$1.28M | Cut−$1.54M |
| American Centy Etf Tr | — | 177.7K | $15.1M | 2.6% | $388.9K | Added$2.37M |
| Uber Technologies, Inc | UBER | 200.1K | $14.4M | 2.4% | −$1.86M | Added−$1.12M |
| Goldman Sachs Etf Tr | — | 113.5K | $14.2M | 2.4% | −$814.8K | Added−$699.7K |
| Schwab Strategic Tr | — | 389K | $11.9M | 2.0% | $1.26M | Cut$816.6K |
| Ishares Tr | — | 91.3K | $11.3M | 1.9% | $377.1K | Cut$122.6K |
| Advanced Micro Devices Inc | AMD | 50.8K | $10.3M | 1.8% | −$545.3K | Cut−$985.2K |
| Vanguard Index Fds | — | 16.7K | $9.98M | 1.7% | −$491.3K | Added−$440K |
| Ishares Tr | — | 14.9K | $9.73M | 1.7% | −$472.5K | Cut−$10.4M |
| Palo Alto Networks Inc | PANW | 55.6K | $8.91M | 1.5% | −$1.07M | Added$685.3K |
| Ishares Tr | — | 76.6K | $7.84M | 1.3% | −$21.6K | Added$199.6K |
| Berkshire Hathaway Inc Del | — | 14.6K | $6.97M | 1.2% | −$328.6K | Added−$71.3K |
| American Centy Etf Tr | — | 87.4K | $6.78M | 1.2% | — | New |
| Ishares Tr | — | 58K | $5.76M | 1.0% | −$33.9K | Added$223.3K |
| Crowdstrike Hldgs Inc | — | 14.1K | $5.51M | 0.9% | −$778.4K | Added$850.4K |
| Clorox Co Del | — | 53K | $5.5M | 0.9% | $143.3K | Added$331.9K |
| American Centy Etf Tr | — | 58.4K | $4.71M | 0.8% | $169K | Added$1.05M |
| Ishares Tr | — | 49.3K | $4.46M | 0.8% | $52.8K | Cut−$933.6K |
| Jpmorgan Chase & Co. | — | 14.5K | $4.26M | 0.7% | −$406.5K | Cut−$427.8K |
| Fidelity Merrimack Str Tr | — | 90.6K | $4.14M | 0.7% | −$35.8K | Added$1.12M |
| Blackrock Etf Trust Ii | — | 78.9K | $4.1M | 0.7% | −$66.3K | Cut−$969.2K |
| Vanguard Index Fds | — | 11.9K | $3.83M | 0.7% | −$162.1K | Added$70.5K |
| Dimensional Etf Trust | — | 98.5K | $3.83M | 0.7% | −$9.15K | Added$3.33M |
| Vanguard Growth Etf | — | 8.52K | $3.72M | 0.6% | −$412.5K | Added−$219.8K |
| J P Morgan Exchange Traded F | — | 71.3K | $3.64M | 0.6% | −$1.84K | Added$2.24M |
| Dimensional Etf Trust | — | 47.2K | $3.35M | 0.6% | −$154K | Cut−$2.06M |
| Walmart Inc. | WMT | 26K | $3.24M | 0.5% | $335.9K | Cut$311.1K |
| Meta Platforms, Inc. | META | 5.65K | $3.23M | 0.5% | −$448.9K | Added−$137.1K |
| Alphabet Inc | — | 11.2K | $3.23M | 0.5% | −$296.3K | Added−$226.1K |
| Vanguard Star Fds | — | 41.4K | $3.19M | 0.5% | $67.4K | Added$144.1K |
| American Centy Etf Tr | — | 28.7K | $3.17M | 0.5% | $230.4K | Added$400.5K |
| Broadcom Inc. | AVGO | 10.1K | $3.14M | 0.5% | −$364.8K | Added−$312.2K |
| Vanguard Index Fds | — | 11.9K | $3.12M | 0.5% | $47.2K | Added$59.5K |
| Mercadolibre Inc | MELI | 1.79K | $3.1M | 0.5% | −$459K | Added−$144.3K |
| J P Morgan Exchange Traded F | — | 57.9K | $2.93M | 0.5% | −$9.22K | Cut−$376.9K |
| Berkshire Hathaway Inc Del | — | 4 | $2.87M | 0.5% | −$146.6K | Held |
| Robinhood Mkts Inc | — | 40.8K | $2.83M | 0.5% | −$1.13M | Added−$96.1K |
| American Centy Etf Tr | — | 24.8K | $2.76M | 0.5% | −$14.8K | Cut−$1.13M |
| Asml Holding N V | — | 1.74K | $2.3M | 0.4% | $437.4K | Cut$166.7K |
| Ishares Tr | — | 19.9K | $2.12M | 0.4% | −$19.2K | Cut−$86.3K |
| Costco Whsl Corp New | — | 2.08K | $2.07M | 0.4% | $278.3K | Cut$249.8K |
| Pimco Etf Tr | — | 44.8K | $2.03M | 0.3% | — | New |
| Ishares Tr | — | 10.7K | $1.94M | 0.3% | −$195.4K | Held |
| ServiceNow, Inc. | NOW | 17.8K | $1.86M | 0.3% | −$631.8K | Added−$133.9K |
| Vanguard Index Fds | — | 9.19K | $1.8M | 0.3% | $46.5K | Added$102.4K |
| Aerovironment Inc | AVAV | 9.08K | $1.66M | 0.3% | −$306K | Added$405K |
| NIKE, Inc. | NKE | 28.6K | $1.53M | 0.3% | −$305.5K | Cut−$1.07M |
| Kimberly Clark Corp | KMB | 15.2K | $1.48M | 0.3% | −$34.9K | Added$753.6K |
| Ishares Tr | — | 34.6K | $1.46M | 0.2% | −$18.1K | Added$75.5K |
| Vanguard Index Fds | — | 4.72K | $1.43M | 0.2% | $839 | Added$17.2K |
| Ishares Tr | — | 6.48K | $1.38M | 0.2% | $21.6K | Held |
| Vanguard Tax-Managed Fds | — | 21.5K | $1.38M | 0.2% | $34.7K | Cut$21K |
| Taiwan Semiconductor Mfg Ltd | — | 4.04K | $1.37M | 0.2% | $132K | Added$223.5K |
| Dimensional Etf Trust | — | 38.4K | $1.36M | 0.2% | $11.5K | Added$994.5K |
| Spdr S&P 500 Etf Tr | — | 2.05K | $1.33M | 0.2% | −$60.4K | Added$30K |
| Eli Lilly & Co | LLY | 1.43K | $1.32M | 0.2% | −$221.8K | Added−$220K |
| Ea Series Trust | — | 10.9K | $1.27M | 0.2% | $10.5K | Added$253.6K |
| American Centy Etf Tr | — | 16.8K | $1.25M | 0.2% | $44.7K | Added$370.6K |
| Fidelity Covington Trust | — | 32.2K | $1.22M | 0.2% | $6.87K | Added$42.7K |
| Dimensional Etf Trust | — | 31K | $1.14M | 0.2% | — | New |
| Vanguard Index Fds | — | 12.7K | $1.13M | 0.2% | $2.25K | Added$187.5K |
| Dimensional Etf Trust | — | 31.4K | $1.1M | 0.2% | — | New |
| Ishares Tr | — | 9.75K | $1.09M | 0.2% | −$24.8K | Cut−$35.4K |
| Quanta Svcs Inc | — | 1.97K | $1.08M | 0.2% | $249.9K | Cut$166.7K |
| Mcdonalds Corp | MCD | 3.42K | $1.06M | 0.2% | $17.7K | Cut−$18.4K |
| EquipmentShare.com Inc | EQPT | 52K | $1.06M | 0.2% | — | New |
| Vanguard Index Fds | — | 3.48K | $1.04M | 0.2% | −$12.7K | Added$790.3K |
| Dimensional Etf Trust | — | 30K | $1.04M | 0.2% | $24.7K | Added$481.3K |
| Pacer Fds Tr | — | 16.5K | $1.03M | 0.2% | — | New |
| California Wtr Svc Group | — | 22.6K | $1.03M | 0.2% | $45.5K | Cut$25.5K |
| Shopify Inc. | SHOP | 8.26K | $980.2K | 0.2% | −$349.9K | Cut−$373.1K |
| Marten Trans Ltd | — | 73.6K | $966.6K | 0.2% | $128.8K | Cut$97.2K |
| Palmer Square Funds Trust | — | 46.2K | $943.5K | 0.2% | — | New |
| Johnson & Johnson | JNJ | 3.63K | $886.4K | 0.2% | $136K | Cut$85.2K |
| 3M CO | MMM | 5.94K | $862.9K | 0.1% | −$88.3K | Cut−$3.66M |
| Exxon Mobil Corp | — | 4.93K | $836.9K | 0.1% | $232.9K | Added$268.6K |
| Mastercard Inc | MA | 1.66K | $830.4K | 0.1% | −$115.3K | Added−$93.8K |
| Invesco Exchange Traded Fd T | — | 4.32K | $829.6K | 0.1% | $1.51K | Cut−$7.11K |
| Spdr Series Trust | — | 31.3K | $776K | 0.1% | −$3.28K | Added$193.9K |
| American Centy Etf Tr | — | 7.7K | $769.1K | 0.1% | — | New |
| Fidelity Covington Trust | — | 15K | $754K | 0.1% | −$47.5K | Added$201.6K |
| Home Depot, Inc. | HD | 2.27K | $746.3K | 0.1% | −$34.4K | Cut−$52.9K |
| Energy Transfer L P | — | 38.7K | $746.1K | 0.1% | $108.5K | Added$109.7K |
| Vanguard Index Fds | — | 3.43K | $745.9K | 0.1% | $16.4K | Added$104.6K |
| Pimco Etf Tr | — | 14.7K | $743.6K | 0.1% | — | New |
| Fidelity Wise Origin Bitcoin | — | 12.5K | $738.7K | 0.1% | −$196.5K | Added−$132.3K |
| Lam Research Corp | LRCX | 3.42K | $730.5K | 0.1% | $107.9K | Added$294.9K |
| Ishares Inc | — | 10.3K | $715.1K | 0.1% | $25.9K | Cut−$445.8K |
| Vanguard World Fd | — | 1.02K | $711.7K | 0.1% | −$18.8K | Added$459.9K |
| Ishares Tr | — | 10.2K | $686K | 0.1% | $15.5K | Cut−$369.8K |
| Netflix Inc | NFLX | 7.04K | $677.4K | 0.1% | $15K | Added$88.9K |
| First Busey Corp | — | 26.5K | $670.6K | 0.1% | $39.3K | Cut−$1.03M |
| Vaneck Etf Trust | — | 1.74K | $667.4K | 0.1% | $38.9K | Added$63.8K |
| Caterpillar Inc | CAT | 937 | $663.8K | 0.1% | $127K | Cut$75.5K |
| Spdr Series Trust | — | 13.5K | $646K | 0.1% | −$2.19K | Cut−$64.4K |
| Pepsico Inc | PEP | 4.1K | $637K | 0.1% | $28.2K | Added$240.8K |
| Qiagen Nv Ord Shares | — | 15.8K | $634.2K | 0.1% | — | New |
| Janus Detroit Str Tr | — | 12.5K | $632.2K | 0.1% | −$95 | Cut−$91.1K |
| Vanguard Scottsdale Fds | — | 6.62K | $620.8K | 0.1% | $9.54K | Held |
| Stryker Corp | SYK | 1.83K | $603K | 0.1% | −$42K | Cut−$45.1K |
| Bank America Corp | — | 12.4K | $602.6K | 0.1% | −$77.3K | Cut−$129.7K |
| Schwab Charles Corp | — | 6.31K | $592.6K | 0.1% | −$37.4K | Cut−$301.2K |
| Oracle Corp | — | 3.98K | $586.2K | 0.1% | −$190.6K | Cut−$212.2K |
| Invesco Qqq Tr | — | 1.01K | $582.4K | 0.1% | −$21.1K | Added$232.8K |
| Fidelity Covington Trust | — | 15.6K | $581.7K | 0.1% | $9.7K | Cut−$1.11M |
| Visa Inc. | V | 1.88K | $569.4K | 0.1% | −$84.6K | Added−$42.9K |
| Vanguard World Fd | — | 1.54K | $567.7K | 0.1% | −$61.8K | Added$5.09K |
| Masimo Corp | — | 3.19K | $567.6K | 0.1% | — | New |
| American Centy Etf Tr | — | 7.84K | $566.3K | 0.1% | — | New |
| Vanguard Bd Index Fds | — | 7.18K | $563.4K | 0.1% | −$2.87K | Cut−$15.7K |
| Werner Enterprises Inc | WERN | 19.1K | $560.5K | 0.1% | −$11.4K | Cut−$88.2K |
| Ishares Tr | — | 5.58K | $541.2K | 0.1% | −$34.7K | Held |
| Solventum Corp | SOLV | 8.24K | $538.2K | 0.1% | −$102.7K | Added−$45.4K |
| Chevron Corp New | CVX | 2.6K | $536.9K | 0.1% | $136.8K | Added$154.4K |
| Intuit Inc. | INTU | 1.24K | $535.3K | 0.1% | −$173.9K | Added$34.5K |
| J P Morgan Exchange Traded F | — | 9.44K | $535.1K | 0.1% | −$8.86K | Added$16.6K |
| Goldman Sachs Etf Tr | — | 10.6K | $531.7K | 0.1% | −$29.3K | Cut−$100.2K |
| Cisco Sys Inc | — | 6.76K | $524.2K | 0.1% | $3.78K | Cut−$19.9K |
| Spdr S&P Midcap 400 Etf Tr | — | 816 | $503.3K | 0.1% | — | New |
| Ishares Tr | — | 4.43K | $500.6K | 0.1% | −$44.9K | Cut−$54.8K |
| Dimensional Etf Trust | — | 12.7K | $495.8K | 0.1% | $10.8K | Cut−$41.3K |
| Ishares Tr | — | 4.54K | $495.4K | 0.1% | −$5.45K | Held |
| Select Sector Spdr Tr | — | 3.67K | $488.1K | 0.1% | −$24.7K | Added$166.8K |
| Invesco Exch Traded Fd Tr Ii | — | 2.05K | $487.8K | 0.1% | — | New |
| Kenvue Inc. | KVUE | 27.2K | $469.7K | 0.1% | −$284 | Cut−$220K |
| AbbVie Inc. | ABBV | 2.14K | $466.3K | 0.1% | −$23.6K | Cut−$48.7K |
| Nushares Etf Tr | — | 18.5K | $456.9K | 0.1% | −$1.6K | Added$60.1K |
| Blackrock Muniholdings Fd In | — | 40.2K | $455.9K | 0.1% | — | New |
| Schwab Strategic Tr | — | 18.1K | $454.9K | 0.1% | — | New |
| Vanguard Intl Equity Index F | — | 6K | $450.6K | 0.1% | — | New |
| Mid-Amer Apt Cmntys Inc | — | 3.62K | $442K | 0.1% | −$60.8K | Cut−$104.9K |
| Oreilly Automotive Inc | — | 4.79K | $441.8K | 0.1% | $3.91K | Added$117.4K |
| Schwab Strategic Tr | — | 8.91K | $436.2K | 0.1% | $33.2K | Held |
| Nextera Energy Inc | — | 4.66K | $432.9K | 0.1% | $56.5K | Added$72.7K |
| Dimensional Etf Trust | — | 6.02K | $428.1K | 0.1% | $7.62K | Added$65.2K |
| Thermo Fisher Scientific Inc. | TMO | 858 | $422.1K | 0.1% | −$68.1K | Added−$28.7K |
| Spdr Series Trust | — | 5.5K | $421.1K | 0.1% | −$18.8K | Added$12.2K |
| American Centy Etf Tr | — | 4.72K | $415.7K | 0.1% | $8.33K | Added$76.5K |
| Micron Technology Inc | MU | 1.2K | $405.3K | 0.1% | $58.2K | Added$89.3K |
| Sea Ltd | SE | 4.86K | $402.7K | 0.1% | −$217.7K | Cut−$226.3K |
| Kkr & Co Inc | — | 4.34K | $401.6K | 0.1% | −$65.1K | Added$164.5K |
| Ge Aerospace | — | 1.36K | $387.1K | 0.1% | −$31.2K | Added−$9.68K |
| Vanguard Index Fds | — | 1.31K | $376.8K | 0.1% | −$3.85K | Cut−$29.1K |
| Eaton Corp Plc | ETN | 1.05K | $374.5K | 0.1% | $41K | Cut$28.6K |
| Coca Cola Co | KO | 4.87K | $373K | 0.1% | $32.4K | Cut$27.5K |
| T-Mobile Us Inc | — | 1.77K | $372.6K | 0.1% | $10.3K | Added$72.7K |
| Verizon Communications Inc | VZ | 7.28K | $365.4K | 0.1% | $65.8K | Added$82.4K |
| Merck & Co., Inc. | MRK | 2.99K | $362.1K | 0.1% | $44.5K | Added$66.5K |
| Calavo Growers Inc | — | 13.9K | $357.3K | 0.1% | — | New |
| International Business Machs | — | 1.47K | $355.6K | 0.1% | −$79K | Cut−$95K |
| Morgan Stanley | — | 2.15K | $354.3K | 0.1% | −$27.6K | Added−$23.5K |
| Dimensional Etf Trust | — | 9.91K | $354K | 0.1% | $14.9K | Cut−$26.3K |
| American Centy Etf Tr | — | 4.37K | $352.3K | 0.1% | $20.1K | Added$36.7K |
| Northern Tr Corp | — | 2.46K | $345.2K | 0.1% | $7.12K | Cut−$61.8K |
| Procter And Gamble Co | PG | 2.38K | $343K | 0.1% | $2.66K | Cut−$6.08K |
| Dimensional Etf Trust | — | 8.64K | $340.8K | 0.1% | — | New |
| Altria Group, Inc. | MO | 5.13K | $338.4K | 0.1% | $34.4K | Added$100.1K |
| American Express Co | AXP | 1.12K | $337.6K | 0.1% | −$55.7K | Added$32.4K |
| Pfizer Inc | PFE | 11.9K | $334.8K | 0.1% | $33.7K | Added$71.3K |
| Schwab Strategic Tr | — | 12.9K | $330K | 0.1% | — | New |
| Dimensional Etf Trust | — | 9.11K | $326.1K | 0.1% | — | New |
| Dimensional Etf Trust | — | 10K | $323K | 0.1% | — | New |
| RTX Corp | RTX | 1.66K | $321K | 0.1% | $15.8K | Cut$7.55K |
| Exchange Listed Fds Tr | — | 12.3K | $320K | 0.1% | −$8K | Cut−$11.6K |
| Spdr Series Trust | — | 5.2K | $307.9K | 0.1% | $6.81K | Cut−$428 |
| First Tr Exchange-Traded Fd | — | 7.02K | $306.5K | 0.1% | $40.6K | Held |
| Vanguard World Fd | — | 1.11K | $303.6K | 0.1% | −$17.3K | Held |
| Enterprise Prods Partners L | — | 8.02K | $303.6K | 0.1% | $46.4K | Cut$37.8K |
| Vanguard Specialized Funds | — | 1.4K | $300.9K | 0.1% | −$6.6K | Cut−$12.1K |
| Philip Morris Intl Inc | — | 1.79K | $299.1K | 0.1% | $9.74K | Added$55.9K |
| Ishares Tr | — | 1.34K | $282.9K | 0.0% | −$1.12K | Added$25.3K |
| Tjx Cos Inc New | — | 1.77K | $282.4K | 0.0% | $10.8K | Cut−$13.2K |
| Schwab Strategic Tr | — | 9.1K | $281.6K | 0.0% | $5.96K | Added$80.3K |
| Prosperity Bancshares Inc | PB | 4.15K | $281.3K | 0.0% | −$8.01K | Held |
| First Solar, Inc. | FSLR | 1.43K | $281.1K | 0.0% | −$91.2K | Cut−$337.5K |
| Pnc Finl Svcs Group Inc | — | 1.33K | $277K | 0.0% | −$781 | Added$22.3K |
| Globe Life Inc | — | 1.95K | $271.6K | 0.0% | −$1.33K | Cut−$66.5K |
| Ishares Tr | — | 1.08K | $269.1K | 0.0% | $2K | Cut−$10.3K |
| Fidelity Covington Trust | — | 7.81K | $266.8K | 0.0% | $12.6K | Cut−$612.6K |
| Schwab Strategic Tr | — | 10.8K | $266.7K | 0.0% | $7.2K | Added$23K |
| Applied Matls Inc | — | 778 | $265.9K | 0.0% | $66K | Cut$28.5K |
| Arista Networks, Inc. | ANET | 2.16K | $265.4K | 0.0% | −$17.8K | Cut−$28.4K |
| Amphenol Corp New | — | 2.09K | $264.3K | 0.0% | −$18.1K | Added−$14.6K |
| Select Sector Spdr Tr | — | 3.21K | $263.2K | 0.0% | $13.7K | Added$15.7K |
| S&P Global Inc. | SPGI | 615 | $261.6K | 0.0% | −$59.1K | Added−$56.2K |
| Cardinal Health Inc | CAH | 1.22K | $257.5K | 0.0% | $7.12K | Cut$6.71K |
| Fidelity Covington Trust | — | 7.09K | $257.2K | 0.0% | −$13.5K | Cut−$50.1K |
| GE Vernova Inc. | GEV | 294 | $256.8K | 0.0% | — | New |
| Western Digital Corp | WDC | 948 | $256.4K | 0.0% | — | New |
| Dimensional Etf Trust | — | 7.54K | $256.2K | 0.0% | $9.35K | Held |
| Nuveen Quality Muncp Income | — | 22.1K | $256K | 0.0% | −$9.83K | Added−$6.89K |
| Hilton Worldwide Hldgs Inc | — | 836 | $254.2K | 0.0% | $14.1K | Cut$13.2K |
| Deere & Co | DE | 450 | $253.5K | 0.0% | $43.1K | Added$48.2K |
| Schwab Strategic Tr | — | 5.43K | $251.9K | 0.0% | $9.83K | Held |
| Nu Hldgs Ltd | — | 17.2K | $247.7K | 0.0% | −$40.8K | Cut−$51.1K |
| Travelers Companies, Inc. | TRV | 848 | $247.3K | 0.0% | $1.37K | Cut−$32.6K |
| At&T Inc | — | 8.53K | $247.3K | 0.0% | — | New |
| Ngl Energy Partners Lp | — | 20K | $246.6K | 0.0% | $46.6K | Held |
| Apollo Global Mgmt Inc | — | 2.19K | $243.9K | 0.0% | −$63.7K | Added−$32.6K |
| Seagate Technology Hldngs Pl | — | 621 | $243.7K | 0.0% | — | New |
| Linde Plc | LIN | 487 | $241.4K | 0.0% | — | New |
| Wells Fargo Co New | — | 2.99K | $238.4K | 0.0% | −$40.7K | Cut−$49.6K |
| Lauder Estee Cos Inc | — | 3.29K | $236.4K | 0.0% | −$108.5K | Cut−$371.6K |
| Phillips 66 | PSX | 1.29K | $235.2K | 0.0% | — | New |
| Ishares Tr | — | 2.42K | $234.6K | 0.0% | $2.66K | Held |
| Quest Diagnostics Inc | DGX | 1.19K | $234.1K | 0.0% | — | New |
| Bristol-Myers Squibb Co | — | 3.83K | $232.3K | 0.0% | — | New |
| Lyondellbasell Industries N | — | 2.88K | $231.8K | 0.0% | — | New |
| Us Bancorp Del | — | 4.4K | $231.1K | 0.0% | — | New |
| Aptargroup, Inc. | ATR | 1.83K | $230.5K | 0.0% | $7.47K | Cut−$111.6K |
| American Elec Pwr Co Inc | — | 1.75K | $229.8K | 0.0% | $27.6K | Cut$24.6K |
| BlackRock, Inc. | BLK | 236 | $227K | 0.0% | −$25.6K | Cut−$26.7K |
| Everest Group, Ltd. | EG | 691 | $225.9K | 0.0% | −$8.26K | Added$897 |
| Chubb Limited | — | 691 | $225.9K | 0.0% | $9.35K | Added$13.9K |
| Lindsay Corp | LNN | 1.85K | $220.7K | 0.0% | $2.24K | Cut−$11.7K |
| Lockheed Martin Corp | LMT | 364 | $220K | 0.0% | — | New |
| Amgen Inc | AMGN | 622 | $218.9K | 0.0% | — | New |
| Gilead Sciences, Inc. | GILD | 1.55K | $215.5K | 0.0% | — | New |
| Becton Dickinson & Co | BDX | 1.36K | $214.7K | 0.0% | −$50.2K | Cut−$76.4K |
| Transdigm Group Inc | TDG | 185 | $214.4K | 0.0% | −$31.6K | Cut−$35.6K |
| Adobe Inc. | ADBE | 864 | $210K | 0.0% | — | New |
| Blackstone Inc. | BX | 1.82K | $209.4K | 0.0% | −$57.5K | Added−$16.9K |
| Kla Corp | KLAC | 142 | $209.1K | 0.0% | — | New |
| Marriott Intl Inc New | — | 637 | $208.4K | 0.0% | $10.7K | Cut−$8.82K |
| Dimensional Etf Trust | — | 7.84K | $208.4K | 0.0% | — | New |
| Vanguard Intl Equity Index F | — | 3.83K | $206.8K | 0.0% | $1.11K | Cut−$53.7K |
| Ishares Bitcoin Trust Etf | IBIT | 5.25K | $201.7K | 0.0% | −$45.6K | Added−$122 |
| Intuitive Surgical Inc | ISRG | 437 | $201.5K | 0.0% | −$46K | Cut−$50.6K |
| Tortoise Capital Series Trus | — | 13.9K | $145.1K | 0.0% | $17.7K | Held |
| Ford Mtr Co | — | 12.4K | $143.5K | 0.0% | −$19.7K | Cut−$19.7K |
| Capitol Fed Finl Inc | — | 17.1K | $122.3K | 0.0% | $5.4K | Added$7.38K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.