Canvas Wealth Advisors, LLC Portfolio Holdings

Canvas Wealth Advisors, LLC

  • $530 Million
  • Q3 2025

Canvas Wealth Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $530 Million distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $32.3M, Custom Truck One Source, Inc. with a value of $30.5M, Alphabet Inc. with a value of $29.2M, Apple Inc. with a value of $27.3M, and Ishares Core S&P Total U.S. St with a value of $24.8M.

Examining the 13F form we can see an increase of $60.3M in the current position value, from $470M to 530M.

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

Portfolio value $530 Million
ETFs: $202 Million
Technology: $160 Million
Consumer Cyclical: $46.4 Million
Industrials: $39.6 Million
Communication Services: $37.6 Million
Financial Services: $21.4 Million
Consumer Defensive: $12.5 Million
Healthcare: $5.67 Million
Other: $4.32 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$32.3 Million 6.09% of portfolio
62,340
Q3 2025 Reduced 0.3%
$1.44B
$30.5 Million 5.75% of portfolio
4,746,717
Q3 2025 Reduced 0.29%
$1.65T
$29.2 Million 5.5% of portfolio
119,970
Q3 2025 Added 1.25%
$4.3T
$27.3 Million 5.15% of portfolio
107,212
Q3 2025 Added 1.55%
$0
$24.8 Million 4.68% of portfolio
170,398
Q3 2025 Added 3.74%
$342B
$22.9 Million 4.31% of portfolio
125,267
Q3 2025 Reduced 6.64%
$465B
$22.8 Million 4.3% of portfolio
122,362
Q3 2025 Added 0.36%
$0
$19.3 Million 3.63% of portfolio
28,764
Q3 2025 Added 9.29%
$1.29T
$18.3 Million 3.45% of portfolio
41,179
Q3 2025 Added 2.3%
$181B
$18.2 Million 3.43% of portfolio
185,601
Q3 2025 Added 1.45%
$2.39T
$18 Million 3.39% of portfolio
81,799
Q3 2025 Added 10.08%
$0
$16.7 Million 3.14% of portfolio
101,252
Q3 2025 Reduced 9.27%
$0
$14.4 Million 2.71% of portfolio
110,314
Q3 2025 Added 2.78%
$0
$11.5 Million 2.16% of portfolio
145,440
Q3 2025 Added 8.39%
$0
$11.2 Million 2.11% of portfolio
410,502
Q3 2025 Added 1.06%
$0
$11 Million 2.07% of portfolio
92,230
Q3 2025 Added 3.42%
$388B
$9.53 Million 1.8% of portfolio
58,894
Q3 2025 Reduced 1.29%
$61.4B
$7.97 Million 1.5% of portfolio
39,142
Q3 2025 Added 26.6%
$0
$7.21 Million 1.36% of portfolio
72,145
Q3 2025 Added 3.63%
$662B
$6.71 Million 1.27% of portfolio
13,354
Q3 2025 Added 23.28%
$0
$5.13 Million 0.97% of portfolio
58,809
Q3 2025 Reduced 0.23%
$0
$5.08 Million 0.96% of portfolio
50,709
Q3 2025 Added 8.17%
$115B
$4.82 Million 0.91% of portfolio
9,831
Q3 2025 Added 0.39%
$91.4B
$4.53 Million 0.85% of portfolio
29,195
Q3 2025 Reduced 7.38%
$12.8B
$4.29 Million 0.81% of portfolio
34,788
Q3 2025 Added 17.73%
$881B
$4 Million 0.76% of portfolio
12,695
Q3 2025 Added 0.29%
$0
$4 Million 0.75% of portfolio
8,341
Q3 2025 Added 2.65%
$0
$3.86 Million 0.73% of portfolio
35,499
Q3 2025 Reduced 3.7%
$0
$3.66 Million 0.69% of portfolio
11,145
Q3 2025 Added 12.39%
$139B
$3.39 Million 0.64% of portfolio
10,263
Q3 2025 Added 2.47%
$0
$3.29 Million 0.62% of portfolio
43,752
Q3 2025 Reduced 3.61%
$1.37T
$3.2 Million 0.6% of portfolio
4,357
Q3 2025 Reduced 0.95%
$103B
$3.08 Million 0.58% of portfolio
1,319
Q3 2025 Added 0.46%
$0
$3.03 Million 0.57% of portfolio
11,899
Q3 2025 Reduced 8.08%
$453B
$3.02 Million 0.57% of portfolio
4
Q2 2024 Reduced 33.33%
$0
$2.94 Million 0.55% of portfolio
40,545
Q3 2025 Added 53.91%
$0
$2.88 Million 0.54% of portfolio
28,985
Q3 2025 Reduced 36.36%
$0
$2.81 Million 0.53% of portfolio
38,248
Q3 2025 Reduced 0.13%
$0
$2.8 Million 0.53% of portfolio
55,173
Q3 2025 Added 2.52%
$79.2B
$2.76 Million 0.52% of portfolio
39,522
Q3 2025 Reduced 15.47%
$1.74T
$2.7 Million 0.51% of portfolio
11,095
Q3 2025 Added 3.1%
$0
$2.51 Million 0.47% of portfolio
54,303
Q3 2025 Added 5.66%
$279B
$2.26 Million 0.43% of portfolio
21,882
Q3 2025 Added 4.2%
$0
$2.3 Million 0.43% of portfolio
12,324
Q3 2025 Reduced 6.57%
$0
$2.25 Million 0.42% of portfolio
21,129
Q3 2025 Added 16.18%
$405B
$2.2 Million 0.41% of portfolio
2,270
Q3 2025 Reduced 28.03%
$0
$2.1 Million 0.4% of portfolio
10,702
Q2 2023 Reduced 0.58%
$404B
$1.63 Million 0.31% of portfolio
1,766
Q3 2025 Added 9.76%
$0
$1.44 Million 0.27% of portfolio
33,152
Q3 2025 Added 0.5%

Summary

  • Portfolio
  • No. of Stocks 214
  • Current Value $530 Million
  • Prior Value $470 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 100 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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