Canvas Wealth Advisors, LLC Portfolio Holdings

Canvas Wealth Advisors, LLC

  • $470 Million
  • Q2 2025

Canvas Wealth Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $470 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $31.1M, Custom Truck One Source, Inc. with a value of $23.5M, Ishares Core S&P Total U.S. St with a value of $22.2M, Apple Inc. with a value of $21.7M, and Alphabet Inc. with a value of $20.9M.

Examining the 13F form we can see an increase of $71.6M in the current position value, from $398M to 470M.

Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $470 Million
ETFs: $187 Million
Technology: $140 Million
Consumer Cyclical: $40.1 Million
Industrials: $33 Million
Communication Services: $28.5 Million
Financial Services: $18.9 Million
Consumer Defensive: $12.1 Million
Healthcare: $5.73 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$31.1 Million 6.62% of portfolio
62,527
Q2 2025 Added 0.83%
$1.47B
$23.5 Million 5.0% of portfolio
4,760,683
Q2 2025 Added 6.54%
$0
$22.2 Million 4.72% of portfolio
164,261
Q2 2025 Added 4.36%
$3.69T
$21.7 Million 4.61% of portfolio
105,577
Q2 2025 Added 1.81%
$1.21T
$20.9 Million 4.44% of portfolio
118,489
Q2 2025 Added 8.67%
$456B
$19.3 Million 4.1% of portfolio
121,923
Q2 2025 Added 1.29%
$367B
$18.3 Million 3.89% of portfolio
134,182
Q2 2025 Added 0.7%
$182B
$17.1 Million 3.63% of portfolio
182,952
Q2 2025 Reduced 5.11%
$0
$16.8 Million 3.57% of portfolio
111,591
Q2 2025 Added 2.23%
$0
$16.3 Million 3.48% of portfolio
26,320
Q2 2025 Added 21.14%
$2.26T
$16.3 Million 3.47% of portfolio
74,310
Q2 2025 Added 1.16%
$0
$13 Million 2.77% of portfolio
107,325
Q2 2025 Added 4.37%
$1.08T
$12.8 Million 2.72% of portfolio
40,255
Q2 2025 Added 3.12%
$0
$10.8 Million 2.29% of portfolio
406,202
Q2 2025 Added 17.62%
$0
$9.93 Million 2.11% of portfolio
134,178
Q2 2025 Added 7.28%
$0
$9.75 Million 2.07% of portfolio
89,177
Q2 2025 Added 7.15%
$282B
$8.47 Million 1.8% of portfolio
59,664
Q2 2025 Reduced 4.03%
$0
$6.59 Million 1.4% of portfolio
69,620
Q2 2025 Added 1.84%
$52.5B
$6.33 Million 1.35% of portfolio
30,919
Q2 2025 Added 3.33%
$621B
$5.26 Million 1.12% of portfolio
10,832
Q2 2025 Added 3.43%
$93.6B
$4.99 Million 1.06% of portfolio
9,793
Q2 2025 Reduced 2.82%
$0
$4.92 Million 1.05% of portfolio
58,945
Q2 2025 Added 1.54%
$87.3B
$4.8 Million 1.02% of portfolio
31,521
Q2 2025 Reduced 7.42%
$0
$4.65 Million 0.99% of portfolio
46,878
Q2 2025 Added 2.85%
$0
$4.15 Million 0.88% of portfolio
45,548
Q2 2025 Added 0.69%
$0
$3.72 Million 0.79% of portfolio
36,862
Q2 2025 Added 0.86%
$859B
$3.67 Million 0.78% of portfolio
12,658
Q2 2025 Added 2.89%
$0
$3.56 Million 0.76% of portfolio
8,126
Q2 2025 Reduced 1.12%
$15.2B
$3.55 Million 0.75% of portfolio
29,548
Q2 2025 Added 190.51%
$118B
$3.43 Million 0.73% of portfolio
1,313
Q2 2025 Reduced 0.08%
$94.4B
$3.32 Million 0.71% of portfolio
46,754
Q2 2025 Reduced 4.91%
$1.78T
$3.25 Million 0.69% of portfolio
4,399
Q2 2025 Added 1.01%
$0
$3.11 Million 0.66% of portfolio
45,389
Q2 2025 Added 20.54%
$0
$3.07 Million 0.65% of portfolio
12,945
Q2 2025 Added 0.57%
$0
$3.01 Million 0.64% of portfolio
9,916
Q2 2025 Added 9.35%
$423B
$2.92 Million 0.62% of portfolio
4
Q2 2024 Reduced 33.33%
$127B
$2.76 Million 0.59% of portfolio
10,016
Q2 2025 Added 6.55%
$0
$2.73 Million 0.58% of portfolio
53,819
Q2 2025 Added 1.07%
$0
$2.65 Million 0.56% of portfolio
38,297
Q2 2025 Added 7.26%
$295B
$2.53 Million 0.54% of portfolio
3,154
Q2 2025 Reduced 1.5%
$0
$2.33 Million 0.5% of portfolio
13,190
Q2 2025 Reduced 5.43%
$0
$2.35 Million 0.5% of portfolio
51,395
Q2 2025 Added 81.43%
$281B
$2.05 Million 0.44% of portfolio
21,001
Q2 2025 Added 18.59%
$1.24T
$1.91 Million 0.41% of portfolio
10,761
Q2 2025 Added 5.05%
$0
$1.9 Million 0.4% of portfolio
18,187
Q2 2025 Added 3.34%
$0
$1.85 Million 0.39% of portfolio
10,702
Q2 2023 Reduced 0.58%
$0
$1.77 Million 0.38% of portfolio
26,344
Q2 2025 Added 47.22%
$0
$1.7 Million 0.36% of portfolio
21,171
Q2 2025 Reduced 12.32%
$439B
$1.59 Million 0.34% of portfolio
1,609
Q2 2025 Added 6.13%

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $470 Million
  • Prior Value $398 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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