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 Companies Only

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%
$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%
$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%
$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%
$662B
$6.71 Million 1.27% of portfolio
13,354
Q3 2025 Added 23.28%
$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%
$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%
$453B
$3.02 Million 0.57% of portfolio
4
Q2 2024 Reduced 33.33%
$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%
$279B
$2.26 Million 0.43% of portfolio
21,882
Q3 2025 Added 4.2%
$405B
$2.2 Million 0.41% of portfolio
2,270
Q3 2025 Reduced 28.03%
$404B
$1.63 Million 0.31% of portfolio
1,766
Q3 2025 Added 9.76%
$174B
$1.23 Million 0.23% of portfolio
8,310
Q3 2025 Reduced 9.46%
$49.1B
$1.21 Million 0.23% of portfolio
1,011
Q3 2025 Added 3.16%
$593B
$1.18 Million 0.22% of portfolio
4,188
Q3 2025 Reduced 2.72%
$224B
$1.09 Million 0.21% of portfolio
3,600
Q3 2025 Added 1.95%
$367B
$1.04 Million 0.2% of portfolio
2,567
Q3 2025 Reduced 0.12%
$35.1B
$1.07 Million 0.2% of portfolio
8,622
Q3 2025 Added 25.37%
$19.9B
$1.06 Million 0.2% of portfolio
12,041
Q3 2025 Reduced 39.14%
$971B
$1.05 Million 0.2% of portfolio
1,380
Q3 2025 Reduced 4.89%
$1.46T
$1.02 Million 0.19% of portfolio
3,641
Q3 2025 Reduced 0.55%
$512B
$956,000 0.18% of portfolio
1,681
Q3 2025 Added 0.9%
$61.4B
$962,000 0.18% of portfolio
2,323
Q3 2025 Added 0.69%
$2.51B
$947,000 0.18% of portfolio
20,653
Q3 2025 Added 5.61%
$79.1B
$916,000 0.17% of portfolio
5,126
Q3 2025 Reduced 11.95%
$167B
$865,000 0.16% of portfolio
9,070
Q3 2025 Reduced 0.36%
$522B
$753,000 0.14% of portfolio
4,065
Q3 2025 Added 2.16%
$413B
$714,000 0.13% of portfolio
13,859
Q3 2025 Added 0.9%
$136B
$690,000 0.13% of portfolio
1,868
Q3 2025 Reduced 0.05%
$533B
$644,000 0.12% of portfolio
1,889
Q3 2025 Reduced 2.28%
$788M
$661,000 0.12% of portfolio
62,043
Q3 2025 Added 7.18%
$52.5B
$662,000 0.12% of portfolio
38,594
Q3 2025 New
$27B
$630,000 0.12% of portfolio
2,860
Q3 2025 Added 8.95%
$169B
$570,000 0.11% of portfolio
620
Q3 2025 Reduced 18.31%
$5.92B
$601,000 0.11% of portfolio
24,222
Q3 2025 Reduced 5.57%
$414B
$575,000 0.11% of portfolio
2,485
Q3 2025 Added 0.12%
$26.6B
$510,000 0.1% of portfolio
3,794
Q3 2025 Reduced 26.13%

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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