Latest Canvas Wealth Advisors, LLC Stock Portfolio

Canvas Wealth Advisors, LLC Performance:

2026 Q1: -4.78%YTD: -4.78%2025: 20.18%

Performance for 2026 Q1 is -4.78%, and YTD is -4.78%, and 2025 is 20.18%.

About Canvas Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Canvas Wealth Advisors, LLC reported an equity portfolio of $588 Millions as of 31 Mar, 2026.

The top stock holdings of Canvas Wealth Advisors, LLC are CTOS, GOOG, MSFT. The fund has invested 7.8% of it's portfolio in CUSTOM TRUCK ONE SOURCE INC and 5.7% of portfolio in ALPHABET INC.

The fund managers got completely rid off FIDELITY COMWLTH TR (ONEQ), SPDR INDEX SHS FDS (CWI) and ASPEN INSURANCE HOLDINGS LTD stocks. They significantly reduced their stock positions in 3M CO (MMM), FIDELITY COVINGTON TRUST and FIRST BUSEY CORP (BUSE). Canvas Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), PIMCO ETF TR (BOND) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (VAW).

Canvas Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Canvas Wealth Advisors, LLC made a return of -4.78% in the last quarter. In trailing 12 months, it's portfolio return was 26.69%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	6,780,970
pimco etf tr	2,025,650
dimensional etf trust	1,138,720
dimensional etf trust	1,101,800
equipmentshare com inc	1,058,280
pacer fds tr	1,029,800
palmer square funds tr	943,522
american centy etf tr	769,056

New stocks bought by Canvas Wealth Advisors, LLC

Additions

Ticker	% Inc.
dimensional etf trust	685
vanguard index fds	338
dimensional etf trust	258
vanguard world fd	205
j p morgan exchange traded f	160
kkr & co inc	133
kimberly-clark corp	113
dimensional etf trust	78.68

Additions to existing portfolio by Canvas Wealth Advisors, LLC

Reductions

Ticker	% Reduced
3m co	-78.95
fidelity covington trust	-71.09
fidelity covington trust	-66.13
first busey corp	-62.9
ishares tr	-49.32
lauder estee cos inc	-43.27
ishares inc	-40.64
first solar inc	-39.82

Canvas Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blackrock mun income quality	-401,451
aspen insurance holdings ltd	-592,227
spdr index shs fds	-691,242
selectquote inc	-21,150
fidelity comwlth tr	-1,002,620
h2o america	-525,636
qiagen nv	-406,062
brookfield corp	-214,765

Canvas Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Canvas Wealth Advisors, LLC has about 44.4% of it's holdings in Others sector.

Sector	%
Others	44.4
Technology	24.6
Industrials	9.2
Consumer Cyclical	8.1
Communication Services	7.1
Consumer Defensive	2.5
Financial Services	1.9
Healthcare	1.2

Market Cap. Distribution

Canvas Wealth Advisors, LLC has about 46.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.4
MEGA-CAP	36.2
LARGE-CAP	10.6
SMALL-CAP	8.3

Stocks belong to which Index?

About 47.7% of the stocks held by Canvas Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	52.3
S&P 500	38.9
RUSSELL 2000	8.8

Top 5 Winners (%)		%
XOM	exxon mobil corp	39.8 %
CVX	chevron corporation	35.0 %
AMAT	applied matls inc	30.4 %
PWR	quanta svcs inc	28.7 %
NGL	ngl energy partners lp	23.3 %

Top 5 Winners ($)		$
CTOS	custom truck one source inc	5.7 M
FNDA	schwab strategic tr	1.3 M
ASML	asml hldg nv	0.5 M
AEMB	american centy etf tr	0.4 M
IJR	ishares tr	0.4 M

Top 5 Losers (%)		%
SE	sea ltd	-34.8 %
HOOD	robinhood mkts inc	-34.0 %
INTU	intuit	-30.0 %
NOW	servicenow inc	-28.7 %
SHOP	shopify inc	-26.1 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-7.8 M
PLTR	palantir technologies inc	-3.7 M
TSLA	tesla inc	-3.4 M
GOOG	alphabet inc	-3.0 M
AMZN	amazon com inc	-2.3 M

Canvas Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Canvas Wealth Advisors, LLC

Canvas Wealth Advisors, LLC has 240 stocks in it's portfolio. About 43.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CTOS was the most profitable stock for Canvas Wealth Advisors, LLC last quarter.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.56	105,520	26,779,800	reduced	-0.55

AAXJ	ishares tr	0.36	19,929	2,115,450	reduced	-3.05

AAXJ	ishares tr	0.18	9,754	1,086,310	reduced	-0.94

ABBV	abbvie inc	0.08	2,144	466,299	reduced	-4.88

ACWF	ishares tr	0.25	34,555	1,462,010	added	6.84

ADBE	adobe inc	0.04	864	210,021	new

AEMB	american centy etf tr	2.56	177,667	15,073,300	added	15.13

AEMB	american centy etf tr	1.15	87,440	6,780,970	new

AEMB	american centy etf tr	0.80	58,430	4,708,260	added	23.08

AEMB	american centy etf tr	0.54	28,685	3,168,830	added	5.67

AEMB	american centy etf tr	0.47	24,792	2,756,400	reduced	-28.64

AEMB	american centy etf tr	0.21	16,758	1,254,000	added	35.11

AEMB	american centy etf tr	0.13	7,701	769,056	new

AEMB	american centy etf tr	0.10	7,839	566,289	new

AEMB	american centy etf tr	0.07	4,723	415,731	added	19.6

AEMB	american centy etf tr	0.06	4,370	352,265	added	4.95

AEP	american elec pwr co inc	0.04	1,753	229,783	reduced	-1.46

AFK	vaneck etf trust	0.11	1,741	667,381	added	3.88

AFTY	pacer fds tr	0.17	16,461	1,029,800	new

AGOV	exchange listed fds tr	0.05	12,290	320,035	reduced	-1.09