Canvas Wealth Advisors, LLC 13F holdings
Canvas Wealth Advisors, LLC reported 168 positions with a total reported value of $716.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-10. Top holdings by reported value: ISHARES TR (14.9%), CTOS CUSTOM TRUCK ONE SOURCE INC (9.9%), GOOGL ALPHABET INC (6.1%), AMERICAN CENTY ETF TR (5.7%), AAPL APPLE INC (4.3%). Against 2026-03-31 it opened 19 new positions and exited 18. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 168 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 705,890 | $107.1M | 14.9% |
| CTOS CUSTOM TRUCK ONE SOURCE INC | 5,982,649 | $70.7M | 9.9% |
| GOOGL ALPHABET INC | 123,445 | $44.1M | 6.1% |
| AMERICAN CENTY ETF TR | 436,929 | $41.2M | 5.7% |
| AAPL APPLE INC | 106,892 | $30.9M | 4.3% |
| MSFT MICROSOFT CORP | 82,424 | $30.7M | 4.3% |
| VANGUARD INDEX FDS | 113,118 | $29.1M | 4.1% |
| AMZN AMAZON COM INC | 120,898 | $28.8M | 4.0% |
| DIMENSIONAL ETF TRUST | 546,984 | $24.3M | 3.4% |
| AMD ADVANCED MICRO DEVICES INC | 40,261 | $23.4M | 3.3% |
| NVDA NVIDIA CORPORATION | 115,127 | $23.0M | 3.2% |
| TSLA TESLA INC | 42,792 | $18.0M | 2.5% |
| UBER UBER TECHNOLOGIES INC | 239,173 | $17.3M | 2.4% |
| GS GOLDMAN SACHS ETF TR | 126,871 | $16.9M | 2.4% |
| PANW PALO ALTO NETWORKS INC | 48,854 | $16.7M | 2.3% |
| PLTR PALANTIR TECHNOLOGIES INC | 132,211 | $15.4M | 2.2% |
| SCHWAB STRATEGIC TR | 467,142 | $15.0M | 2.1% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 15,613 | $10.8M | 1.5% |
| CLX CLOROX CO DEL | 94,026 | $9.0M | 1.3% |
| CRWD CROWDSTRIKE HLDGS INC | 9,010 | $6.9M | 1.0% |
| J P MORGAN EXCHANGE TRADED F | 119,344 | $6.2M | 0.9% |
| JPM JPMORGAN CHASE & CO | 15,294 | $5.0M | 0.7% |
| KMB KIMBERLY-CLARK CORP | 43,463 | $4.8M | 0.7% |
| ROBINHOOD MKTS INC | 42,697 | $4.3M | 0.6% |
| AVGO BROADCOM INC | 10,218 | $3.9M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 19 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SPCX SPACE EXPLORATION TECHN CORP | 15,204 | $2.6M | 0.4% |
| CRM SALESFORCE INC | 13,416 | $2.1M | 0.3% |
| INTC INTEL CORP | 4,461 | $622.9K | <0.1% |
| TMHC TAYLOR MORRISON HOME CORP | 8,016 | $575.1K | <0.1% |
| UNH UNITEDHEALTH GROUP INC | 874 | $363.3K | <0.1% |
| TOST TOAST INC | 12,399 | $344.9K | <0.1% |
| SNOW SNOWFLAKE INC | 1,233 | $313.8K | <0.1% |
| DELL DELL TECHNOLOGIES INC | 651 | $280.9K | <0.1% |
| C CITIGROUP INC | 2,000 | $280.0K | <0.1% |
| ACN ACCENTURE PLC IRELAND | 2,185 | $271.9K | <0.1% |
| GLW CORNING INC | 978 | $249.8K | <0.1% |
| UPS UNITED PARCEL SVCS INC | 2,228 | $239.5K | <0.1% |
| PORTLAND GEN ELEC CO | 4,021 | $208.4K | <0.1% |
| TEXAS INSTRS INC | 690 | $205.7K | <0.1% |
| EMR EMERSON ELEC CO | 1,432 | $205.0K | <0.1% |
| BN BROOKFIELD CORP | 4,779 | $203.5K | <0.1% |
| HSIC SCHEIN HENRY INC | 2,401 | $200.5K | <0.1% |
| NFE NEW FORTRESS ENERGY INC | 10,648 | $3.9K | <0.1% |
| MVIS MICROVISION INC DEL | 10,300 | $3.4K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 18 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| XOM EXXON MOBIL CORP | 4,933 | $836.9K | 0.1% |
| MASIMO CORP | 3,191 | $567.6K | <0.1% |
| WERN WERNER ENTERPRISES INC | 19,057 | $560.5K | <0.1% |
| INTU INTUIT | 1,238 | $535.3K | <0.1% |
| NUSHARES ETF TR | 18,500 | $456.9K | <0.1% |
| CALAVO GROWERS INC | 13,852 | $357.3K | <0.1% |
| GL GLOBE LIFE INC | 1,952 | $271.6K | <0.1% |
| SPGI S&P GLOBAL INC | 615 | $261.6K | <0.1% |
| HLT HILTON WORLDWIDE HLDGS INC | 836 | $254.2K | <0.1% |
| T AT&T INC | 8,529 | $247.3K | <0.1% |
| EL LAUDER ESTEE COS INC | 3,294 | $236.4K | <0.1% |
| LYB LYONDELLBASELL INDUSTRIES NV | 2,877 | $231.8K | <0.1% |
| EG EVEREST GROUP LTD | 691 | $225.9K | <0.1% |
| LMT LOCKHEED MARTIN CORP | 364 | $220.0K | <0.1% |
| GILD GILEAD SCIENCES INC | 1,546 | $215.5K | <0.1% |
| ADBE ADOBE INC | 864 | $210.0K | <0.1% |
| IBIT ISHARES BITCOIN TRUST ETF | 5,250 | $201.7K | <0.1% |
| ISRG INTUITIVE SURGICAL INC | 437 | $201.5K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 348,316 | 546,984 | +57.0% | $24.3M |
| VANGUARD INDEX FDS | 83,963 | 113,118 | +34.7% | $29.1M |
| CLX CLOROX CO DEL | 53,037 | 94,026 | +77.3% | $9.0M |
| MSFT MICROSOFT CORP | 72,856 | 82,424 | +13.1% | $30.7M |
| KMB KIMBERLY-CLARK CORP | 15,172 | 43,463 | +186.5% | $4.8M |
| ISHARES TR | 685,751 | 705,890 | +2.9% | $107.1M |
| UBER UBER TECHNOLOGIES INC | 200,091 | 239,173 | +19.5% | $17.3M |
| VANGUARD WORLD FD | 3,680 | 21,103 | +473.5% | $2.9M |
| AMZN AMAZON COM INC | 111,684 | 120,898 | +8.3% | $28.8M |
| IVZ INVESCO EXCH TRADED FD TR II | 6,376 | 15,752 | +147.1% | $3.4M |
| AMERICAN CENTY ETF TR | 418,405 | 436,929 | +4.4% | $41.2M |
| PLTR PALANTIR TECHNOLOGIES INC | 121,288 | 132,211 | +9.0% | $15.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CTOS CUSTOM TRUCK ONE SOURCE INC | 7,019,526 | 5,982,649 | -14.8% | $70.7M |
| AMD ADVANCED MICRO DEVICES INC | 50,808 | 40,261 | -20.8% | $23.4M |
| CRWD CROWDSTRIKE HLDGS INC | 14,107 | 9,010 | -36.1% | $6.9M |
| PANW PALO ALTO NETWORKS INC | 55,557 | 48,854 | -12.1% | $16.7M |
| GOOGL ALPHABET INC | 128,305 | 123,445 | -3.8% | $44.1M |
| NVDA NVIDIA CORPORATION | 121,740 | 115,127 | -5.4% | $23.0M |
| FIDELITY MERRIMACK STR TR | 90,568 | 64,811 | -28.4% | $3.0M |
| FIDELITY COVINGTON TRUST | 77,783 | 55,656 | -28.4% | $2.7M |
| MRTN MARTEN TRANS LTD | 73,615 | 12,673 | -82.8% | $219.9K |
| J P MORGAN EXCHANGE TRADED F | 138,686 | 119,344 | -13.9% | $6.2M |
| PIMCO ETF TR | 59,585 | 39,250 | -34.1% | $1.8M |
| SELECT SECTOR SPDR TR | 6,883 | 2,032 | -70.5% | $387.1K |
CIK 1858782 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
