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Latest Canvas Wealth Advisors, LLC Stock Portfolio

$716Million | No. of Holdings #251

Canvas Wealth Advisors, LLC Performance

2026 Q2+16.30%
YTD+10.74%
2025+20.18%

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

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Canvas Wealth Advisors, LLC reported an equity portfolio of $716.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Canvas Wealth Advisors, LLC are CTOS, GOOG, IJR. The fund has invested 9.9% of it's portfolio in CUSTOM TRUCK ONE SOURCE INC and 5.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS (VB), EXXON MOBIL CORP (XOM) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in MARTEN TRANS LTD (MRTN), FIDELITY COVINGTON TRUST and DIMENSIONAL ETF TRUST (DFAC). Canvas Wealth Advisors, LLC opened new stock positions in SPACE EXPLORATION TECHN CORP, SALESFORCE INC (CRM) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and VANGUARD WORLD FD (EDV).
Canvas Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$716Million
  as of Jul 10, 2026

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

Our best estimate is that Canvas Wealth Advisors, LLC made a return of 16.3% in the last quarter. In trailing 12 months, it's portfolio return was 19.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp2,597,770
salesforce inc2,103,440
vanguard world fd923,382
dimensional etf trust892,655
dimensional etf trust645,349
intel corp622,889
taylor morrison home corp575,068
ishares tr501,221
New stocks bought by Canvas Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds463
vanguard world fd400
dimensional etf trust352
vanguard index fds300
invesco exch traded fd tr ii252
kimberly-clark corp186
dimensional etf trust124
Additions to existing portfolio by Canvas Wealth Advisors, LLC

Reductions

Ticker% Reduced
marten trans ltd-82.78
fidelity covington trust-61.2
dimensional etf trust-53.19
select sector spdr tr-44.68
fidelity covington trust-38.14
pepsico inc-36.57
crowdstrike hldgs inc-36.13
first solar inc-35.09
Canvas Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
werner enterprises inc-560,466
nushares etf tr-456,950
pimco etf tr-743,633
calavo growers inc-357,253
vanguard index fds-1,130,340
at&t inc-247,251
ishares bitcoin trust etf-201,705
exxon mobil corp-836,897
Canvas Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Canvas Wealth Advisors, LLC has about 42.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Consumer Cyclical
  • Communication Services
  • Consumer Defensive
  • Financial Services
Sector%
Others42.2
Technology26.2
Industrials11
Consumer Cyclical7.6
Communication Services6.8
Consumer Defensive2.9
Financial Services1.8

Market Cap. Distribution

Canvas Wealth Advisors, LLC has about 47.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
Category%
UNALLOCATED42.2
MEGA-CAP35.2
LARGE-CAP12.2
SMALL-CAP10

Stocks belong to which Index?

About 50.7% of the stocks held by Canvas Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others49.3
S&P 50040.1
RUSSELL 200010.6
Top 5 Winners (%)%
MU
micron technology inc
205.8 %
AMD
advanced micro devices inc
166.3 %
STX
seagate technology hldngs pl
145.8 %
WDC
western digital corp
131.7 %
AMAT
applied matls inc
106.0 %
Top 5 Winners ($)$
CTOS
custom truck one source inc
34.1 M
AMD
advanced micro devices inc
17.2 M
PANW
palo alto networks inc
9.4 M
GOOG
alphabet inc
8.1 M
CRWD
crowdstrike hldgs inc
4.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.6 %
EDV
vanguard world fd
-65.6 %
VB
vanguard index fds
-61.6 %
NFLX
netflix inc.
-25.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-9.9 M
PLTR
palantir technologies inc
-3.8 M
VAW
vanguard world fd
-2.7 M
EDV
vanguard world fd
-1.3 M
VB
vanguard index fds
-0.7 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 251 stocks in it's portfolio. About 44.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CTOS was the most profitable stock for Canvas Wealth Advisors, LLC last quarter.

$716.87MTotal Value
272Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Canvas Wealth Advisors, LLC, last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Canvas Wealth Advisors, LLC's holding in Ishares Tr over time
0.33%21,763
$2.34M
0.33%
increased 9.2 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Canvas Wealth Advisors, LLC's holding in Ishares Tr over time
0.17%9,962
$1.24M
0.17%
increased 2.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Canvas Wealth Advisors, LLC's holding in Ishares Tr over time
0.03%2,913
$221.7K
0.03%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Canvas Wealth Advisors, LLC's holding in Ishares Tr over time
0.2%34,663
$1.47M
0.2%
increased 0.31 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
2.31%185,740
$16.57M
2.31%
increased 4.54 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
1.15%91,889
$8.27M
1.15%
increased 5.09 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.77%57,073
$5.51M
0.77%
decreased 2.32 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.48%27,854
$3.48M
0.48%
decreased 2.9 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.42%23,403
$3.00M
0.42%
decreased 5.6 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.19%17,710
$1.37M
0.19%
increased 5.68 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.17%15,585
$1.25M
0.17%
increased 98.81 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.12%8,430
$868.7K
0.12%
increased 9.47 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.07%4,824
$478.1K
0.07%
increased 2.14 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Canvas Wealth Advisors, LLC's holding in American Centy Etf Tr over time
0.06%4,421
$403.2K
0.06%
increased 1.17 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Canvas Wealth Advisors, LLC's holding in Vaneck Etf Trust over time
0.12%1,361
$892.5K
0.12%
decreased 21.83 percentreduced