Canvas Wealth Advisors, LLC
Sector Allocation
- Other38.0%$272.7M
- Technology33.5%$239.9M
- Industrials11.3%$81.1M
- Consumer Discretionary7.5%$54.0M
- Financials4.5%$32.5M
- Consumer Staples2.3%$16.6M
- Healthcare1.3%$9.1M
- Materials0.8%$5.7M
- Energy0.3%$2.0M
- Utilities0.2%$1.7M
AUM History
13fpro.ai/research/fund/canvas-wealth-advisors-llc-1858782
Conviction and streaks
Stable · top 10 = 44.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CTOS
$70.7MGOOGL
$40.8M- ISHARES$31.6M
AAPL
$30.9MMSFT
$30.7MAMZN
$28.8MAMD
$23.4MNVDA
$23.0M- ISHARES$19.1M
TSLA
$18.0MUBER
$17.3MPANW
$16.7M- AMERICAN$16.6M
- GOLDMAN$15.8M
PLTR
$15.4M- SCHWAB$12.7M
- ISHARES$12.5M
- VANGUARD$11.1M
- ISHARES$10.4M
CLX
$9.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/canvas-wealth-advisors-llc-1858782
Canvas Wealth Advisors, LLC 13F holdings — Q2 2026
$716.9M portfolio (+21.9% QoQ) · 251 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$70.7M
9.9% of stocks
-15%This quarter-14.6%Since filed10+ qtrsHeld$40.8M
5.7% of stocks
-2%This quarter-11.5%Since filed10+ qtrsHeld- 3
ISHARES TR - CORE S&P TTL STK
$31.6M
4.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $30.9M
4.3% of stocks
+1%This quarter+9.1%Since filed10+ qtrsHeld$30.7M
4.3% of stocks
+13%This quarter+38.3%Since filed10+ qtrsHeld$28.8M
4.0% of stocks
+8%This quarter+1.5%Since filed10+ qtrsHeld$23.4M
3.3% of stocks
-21%This quarter-4.8%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$23.0M
3.2% of stocks
-5%This quarter+2.4%Since filed10+ qtrsHeld- 9
ISHARES TR - CORE S&P US GWT
$19.1M
2.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $18.0M
2.5% of stocks
-5%This quarter-4.0%Since filed10+ qtrsHeld
All holdings — Canvas Wealth Advisors, LLC (Q2 2026)
251 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Uber Technologies, Inc | Technology | $17.3M | 2.4% | 239K | +20% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Palo Alto Networks Inc | Technology | $16.7M | 2.3% | 49K | -12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $16.6M | 2.3% | 186K | +5% | — | — | 13F |
| 14 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LGetf/fund | — | $15.8M | 2.2% | 111K | -2% | — | — | 13F |
| 15 | Palantir Technologies Inc. | Technology | $15.4M | 2.1% | 132K | +9% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $12.7M | 1.8% | 401K | +3% | — | — | 13F |
| 17 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $12.5M | 1.7% | 84K | -8% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $11.1M | 1.5% | 16K | -4% | — | — | 13F |
| 19 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $10.4M | 1.4% | 14K | -7% | — | — | 13F |
| 20 | CLOROX CO /DE/ | Consumer Staples | $9.0M | 1.3% | 94K | +77% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - CORE S&P US VLUetf/fund | — | $8.9M | 1.3% | 81K | +6% | — | — | 13F |
| 22 | — | AMERICAN CENTY ETF TR - AVANTIS US LARGetf/fund | — | $8.3M | 1.1% | 92K | +5% | — | — | 13F |
| 23 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $8.0M | 1.1% | 181K | +84% | — | — | 13F |
| 24 | BERKSHIRE HATHAWAY INC | Financials | $7.8M | 1.1% | 16K | +7% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CrowdStrike Holdings, Inc. | Technology | $6.9M | 1.0% | 9,010 | -36% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - CORE US AGGBD ET | — | $5.8M | 0.8% | 58K | +0.3% | |||
| 27 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $5.5M | 0.8% | 57K | -2% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $5.0M | 0.7% | 15K | +6% | |||
| 29 | $KMB | KIMBERLY CLARK CORP | Materials | $4.8M | 0.7% | 43K | +186% | |||
| 30 | — | ISHARES TR - CORE MSCI EAFE | — | $4.7M | 0.7% | 48K | -2% | |||
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $4.4M | 0.6% | 12K | +0.1% | |||
| 32 | $HOOD | Robinhood Markets, Inc. | Financials | $4.3M | 0.6% | 43K | +5% | |||
| 33 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $4.1M | 0.6% | 48K | +463% | |||
| 34 | $AVGO | Broadcom Inc. | Technology | $3.9M | 0.5% | 10K | +0.7% | |||
| 35 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $3.7M | 0.5% | 43K | +5% | |||
| 36 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $3.7M | 0.5% | 71K | -10% | |||
| 37 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $3.6M | 0.5% | 2,143 | +20% | |||
| 38 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $3.5M | 0.5% | 12K | -3% | |||
| 39 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $3.5M | 0.5% | 28K | -3% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $3.3M | 0.5% | 5,850 | +4% | |||
| 41 | $GOOG | Alphabet Inc. | Technology | $3.2M | 0.5% | 9,175 | -18% | |||
| 42 | $ASML | ASML HOLDING NV | Technology | $3.2M | 0.4% | 1,603 | -8% | |||
| 43 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $3.0M | 0.4% | 60K | +3% | |||
| 44 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $3.0M | 0.4% | 23K | -6% | |||
| 45 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.4% | 4 | — | |||
| 46 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $3.0M | 0.4% | 65K | -28% | |||
| 47 | $WMT | Walmart Inc. | Consumer Staples | $2.9M | 0.4% | 26K | -0.7% | |||
| 48 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $2.9M | 0.4% | 35K | -26% | |||
| 49 | $NOW | ServiceNow, Inc. | Technology | $2.8M | 0.4% | 29K | +61% | |||
| 50 | — | ISHARES TR - U.S. TECH ETF | — | $2.7M | 0.4% | 11K | — | |||
| 51 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.6M | 0.4% | 15K | New | |||
| 52 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $2.4M | 0.3% | 47K | -34% | |||
| 53 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.3M | 0.3% | 22K | +9% | |||
| 54 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | — | $2.3M | 0.3% | 61K | +58% | |||
| 55 | $AVAV | AeroVironment Inc | Industrials | $2.2M | 0.3% | 13K | +47% | |||
| 56 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.3% | 7,238 | +253% | |||
| 57 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.3% | 13K | New | |||
| 58 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.0M | 0.3% | 4,255 | +5% | |||
| 59 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.0M | 0.3% | 9,207 | +0.2% | |||
| 60 | $EQPT | EquipmentShare.com Inc | Industrials | $1.9M | 0.3% | 95K | +84% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.3% | 1,958 | -6% | |||
| 62 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $1.8M | 0.3% | 39K | -12% | |||
| 63 | $LLY | ELI LILLY & Co | Healthcare | $1.8M | 0.3% | 1,493 | +4% | |||
| 64 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.7M | 0.2% | 4,768 | +1.0% | |||
| 65 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | — | $1.6M | 0.2% | 39K | +27% | |||
| 66 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $1.6M | 0.2% | 40K | +32% | |||
| 67 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.6M | 0.2% | 41K | +29% | |||
| 68 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.6M | 0.2% | 6,480 | — | |||
| 69 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.2% | 22K | +0.4% | |||
| 70 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.2% | 1,327 | +11% | |||
| 71 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.2% | 2,035 | -0.7% | |||
| 72 | — | ISHARES TR - 0-5YR HI YL CP | — | $1.5M | 0.2% | 35K | +0.3% | |||
| 73 | $LRCX | LAM RESEARCH CORP | Technology | $1.4M | 0.2% | 3,326 | -3% | |||
| 74 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.4M | 0.2% | 1,927 | -2% | |||
| 75 | — | AMERICAN CENTY ETF TR - INTERNATIONAL LR | — | $1.4M | 0.2% | 18K | +6% | |||
| 76 | — | AMERICAN CENTY ETF TR - AVA MID EQU ETF | — | $1.3M | 0.2% | 16K | +99% | |||
| 77 | — | ISHARES TR - EAFE GRWTH ETF | — | $1.2M | 0.2% | 9,962 | +2% | |||
| 78 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $1.2M | 0.2% | 10K | -6% | |||
| 79 | $QGEN | QIAGEN N.V. | Healthcare | $1.2M | 0.2% | 30K | +90% | |||
| 80 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $1.1M | 0.2% | 14K | +125% | |||
| 81 | — | PACER FDS TR - US CASH COWS 100 | — | $1.1M | 0.1% | 18K | +8% | |||
| 82 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.0M | 0.1% | 3,004 | -14% | |||
| 83 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $1.0M | 0.1% | 36K | +353% | |||
| 84 | — | VANGUARD WORLD FD - INF TECH ETF | — | $976K | 0.1% | 8,168 | +701% | |||
| 85 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | — | $969K | 0.1% | 16K | +4% | |||
| 86 | $SHOP | SHOPIFY INC. | Technology | $954K | 0.1% | 8,356 | +1% | |||
| 87 | $IVZ | Invesco Ltd. | Financials | $930K | 0.1% | 4,373 | +1% | |||
| 88 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $923K | 0.1% | 4,095 | New | |||
| 89 | $JNJ | JOHNSON & JOHNSON | Healthcare | $922K | 0.1% | 3,629 | +0.1% | |||
| 90 | — | PALMER SQUARE FUNDS TR - CLO SR DEBT ETF | — | $916K | 0.1% | 45K | -3% | |||
| 91 | — | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | — | $893K | 0.1% | 19K | New | |||
| 92 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $892K | 0.1% | 1,361 | -22% | |||
| 93 | $MCD | MCDONALDS CORP | Consumer Discretionary | $885K | 0.1% | 3,275 | -4% | |||
| 94 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $869K | 0.1% | 8,430 | +9% | |||
| 95 | $NKE | NIKE, Inc. | Consumer Discretionary | $851K | 0.1% | 21K | -28% | |||
| 96 | $CAT | CATERPILLAR INC | Industrials | $841K | 0.1% | 790 | -16% | |||
| 97 | $MA | Mastercard Inc | Financials | $839K | 0.1% | 1,633 | -2% | |||
| 98 | $CWT | CALIFORNIA WATER SERVICE GROUP | Utilities | $831K | 0.1% | 17K | -25% | |||
| 99 | $MMM | 3M CO | Healthcare | $826K | 0.1% | 5,100 | -14% | |||
| 100 | — | ISHARES INC - CORE MSCI EMKT | — | $822K | 0.1% | 9,926 | -3% | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $813K | 0.1% | 6,923 | +2% | |||
| 102 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $804K | 0.1% | 3,308 | -4% | |||
| 103 | — | ISHARES TR - CORE S&P MCP ETF | — | $788K | 0.1% | 10K | +0.6% | |||
| 104 | $BUSE | FIRST BUSEY CORP /NV/ | Financials | $783K | 0.1% | 27K | +0.1% | |||
| 105 | — | ISHARES TR - IBOXX INV CP ETF | — | $757K | 0.1% | 6,945 | +53% | |||
| 106 | $ET | Energy Transfer LP | Energy | $739K | 0.1% | 39K | +0.0% | |||
| 107 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | — | $730K | 0.1% | 15K | +13% | |||
| 108 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $710K | 0.1% | 12K | +0.8% | |||
| 109 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $704K | 0.1% | 6,623 | — | |||
| 110 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $695K | 0.1% | 1,970 | -13% | |||
| 111 | — | VANGUARD WORLD FD - MEGA GRWTH IND | — | $679K | 0.1% | 7,725 | +400% | |||
| 112 | $ABBV | AbbVie Inc. | Healthcare | $656K | 0.1% | 2,605 | +22% | |||
| 113 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | — | $645K | 0.1% | 15K | New | |||
| 114 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | — | $644K | 0.1% | 12K | +9% | |||
| 115 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $634K | 0.1% | 25K | -20% | |||
| 116 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $634K | 0.1% | 16K | +1% | |||
| 117 | $V | VISA INC. | Financials | $633K | 0.1% | 1,845 | -2% | |||
| 118 | $INTC | INTEL CORP | Technology | $623K | 0.1% | 4,461 | New | |||
| 119 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $618K | 0.1% | 878 | +8% | |||
| 120 | $KVUE | Kenvue Inc. | Consumer Staples | $605K | 0.1% | 32K | +16% | |||
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | — | $605K | 0.1% | 4,401 | -0.6% | |||
| 122 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | — | $603K | 0.1% | 12K | -61% | |||
| 123 | $STX | Seagate Technology Holdings plc | Technology | $601K | 0.1% | 622 | +0.2% | |||
| 124 | $FBTC | Fidelity Wise Origin Bitcoin Fund | Financials | $593K | 0.1% | 12K | -7% | |||
| 125 | $ORCL | ORACLE CORP | Technology | $592K | 0.1% | 4,042 | +1% | |||
| 126 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $591K | 0.1% | 817 | +5% | |||
| 127 | $SYK | STRYKER CORP | Healthcare | $579K | 0.1% | 1,838 | +0.2% | |||
| 128 | $TMHC | Taylor Morrison Home Corp | Industrials | $575K | 0.1% | 8,016 | New | |||
| 129 | $WDC | WESTERN DIGITAL CORP | Technology | $566K | 0.1% | 886 | -7% | |||
| 130 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $565K | 0.1% | 10K | +6% | |||
| 131 | — | ISHARES TR - US CONSUM DISCRE | — | $565K | 0.1% | 5,584 | — | |||
| 132 | $META | Meta Platforms, Inc. | Technology | $560K | 0.1% | 7,185 | — | |||
| 133 | $AXP | AMERICAN EXPRESS CO | Financials | $543K | 0.1% | 1,604 | +44% | |||
| 134 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $541K | 0.1% | 734 | -27% | |||
| 135 | $SCHW | SCHWAB CHARLES CORP | Financials | $533K | 0.1% | 5,773 | -8% | |||
| 136 | $GE | GENERAL ELECTRIC CO | Industrials | $530K | 0.1% | 1,419 | +4% | |||
| 137 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $528K | 0.1% | 18K | +0.7% | |||
| 138 | — | ISHARES TR - 7-10 YR TRSY BD | — | $501K | 0.1% | 5,300 | New | |||
| 139 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $493K | 0.1% | 12K | +42% | |||
| 140 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $488K | 0.1% | 41K | +2% | |||
| 141 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $478K | 0.1% | 4,824 | +2% | |||
| 142 | $NFLX | NETFLIX INC | Communication Services | $474K | 0.1% | 6,635 | -6% | |||
| 143 | — | DIMENSIONAL ETF TRUST - INTL HIGH PROFIT | — | $473K | 0.1% | 14K | +38% | |||
| 144 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $471K | 0.1% | 939 | +9% | |||
| 145 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $466K | 0.1% | 5,307 | -4% | |||
| 146 | $ETN | Eaton Corp plc | Industrials | $463K | 0.1% | 1,086 | +4% | |||
| 147 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS VA | — | $454K | 0.1% | 11K | +17% | |||
| 148 | $MS | MORGAN STANLEY | Financials | $453K | 0.1% | 2,165 | +0.6% | |||
| 149 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $451K | 0.1% | 8,900 | -29% | |||
| 150 | $KO | COCA COLA CO | Consumer Staples | $451K | 0.1% | 5,508 | +13% |
What changed in Q2 2026
Against the previous quarter's 13F: 31 new, 116 added to, 89 trimmed, 21 sold out. Share-count changes; largest moves by dollar size first.
New positions (31)
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.6Mfirst bought this quarter
$CRMSalesforce, Inc.$2.1M
first bought this quarter
- VANGUARD WORLD FD - CONSUM STP ETF$923K
first bought this quarter
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF$893K
first bought this quarter
- DIMENSIONAL ETF TRUST - CORE FIXE IN ETF$645K
first bought this quarter
$INTCINTEL CORP$623K
first bought this quarter
+25 more in the Excel export
Added to (116)
now $9.0M · held 10+ qtrs, 6 adds in a row
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF+84%
now $8.0M
now $30.7M · held 10+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - GROWTH ETF+463%
now $4.1M
$KMBKIMBERLY CLARK CORP+186%
now $4.8M · held 10+ qtrs, 2 adds in a row
now $17.3M · held 10+ qtrs, 4 adds in a row
+110 more in the Excel export
Trimmed (89)
now $70.7M · held 10+ qtrs
now $23.4M · held 10+ qtrs, 6 trims in a row
$CRWDCrowdStrike Holdings, Inc.-36%
now $6.9M · held 10+ qtrs
now $16.7M · held 10+ qtrs
now $23.0M · held 10+ qtrs
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL-34%
now $2.4M
+83 more in the Excel export
Sold out (21)
- VANGUARD INDEX FDSwas $1.1M
$XOM.R34088EXXON MOBIL CORPwas $837K
held 9+ qtrs
- PIMCO ETF TRwas $744K
$MASIMASIMO CORPwas $568K
held 1 qtr
$WERNWERNER ENTERPRISES INCwas $560K
held 9+ qtrs
$INTUINTUIT INC.was $535K
+15 more in the Excel export
Holdings by quarter
Every 13F Canvas Wealth Advisors, LLC has filed, 21 earlier quarters. Pick one to see what it held then.
Is it too late to follow Canvas Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Canvas Wealth Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+0.0%
Value-weighted move of the 10 largest stock positions
Turnover
8%
Last quarter; 20% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Canvas Wealth Advisors, LLC disclosed 251 positions worth $716.9M in its Form 13F-HR for Q2 2026, led by $CTOS (Custom Truck One Source, Inc.) at 9.9% of the equity portfolio, followed by $GOOGL. During the quarter the fund opened 31 new positions and exited 21 — including a new stake in $SPCX. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from Canvas Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1858782.
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