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 Companies Only

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%
$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%
$2.26T
$16.3 Million 3.47% of portfolio
74,310
Q2 2025 Added 1.16%
$1.08T
$12.8 Million 2.72% of portfolio
40,255
Q2 2025 Added 3.12%
$282B
$8.47 Million 1.8% of portfolio
59,664
Q2 2025 Reduced 4.03%
$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%
$87.3B
$4.8 Million 1.02% of portfolio
31,521
Q2 2025 Reduced 7.42%
$859B
$3.67 Million 0.78% of portfolio
12,658
Q2 2025 Added 2.89%
$15.2B
$3.55 Million 0.75% of portfolio
29,548
Q2 2025 Added 190.51%
$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%
$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%
$295B
$2.53 Million 0.54% of portfolio
3,154
Q2 2025 Reduced 1.5%
$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%
$439B
$1.59 Million 0.34% of portfolio
1,609
Q2 2025 Added 6.13%
$21.2B
$1.6 Million 0.34% of portfolio
19,785
Q2 2025 Reduced 66.25%
$545B
$1.31 Million 0.28% of portfolio
980
Q2 2025 Added 19.8%
$608B
$1.13 Million 0.24% of portfolio
1,451
Q2 2025 Reduced 1.89%
$178B
$1.06 Million 0.23% of portfolio
9,178
Q2 2025 Reduced 0.67%
$222B
$1.03 Million 0.22% of portfolio
3,531
Q2 2025 Added 37.13%
$405B
$942,000 0.2% of portfolio
2,570
Q2 2025 Added 0.23%
$548B
$936,000 0.2% of portfolio
1,666
Q2 2025 Added 2.33%
$684B
$941,000 0.2% of portfolio
4,305
Q2 2025 Reduced 25.88%
$97.8B
$931,000 0.2% of portfolio
5,822
Q2 2025 Reduced 4.92%
$45.1B
$886,000 0.19% of portfolio
6,877
Q2 2025 Added 51.68%
$2.56B
$889,000 0.19% of portfolio
19,556
Q2 2025 Added 3.47%
$56B
$872,000 0.19% of portfolio
2,307
Q2 2025 Reduced 7.79%
$1.27T
$829,000 0.18% of portfolio
3,661
Q2 2025 Added 6.36%
$179B
$830,000 0.18% of portfolio
9,103
Q2 2025 Added 0.59%
$172B
$780,000 0.17% of portfolio
759
Q2 2025 Added 51.2%
$983M
$751,000 0.16% of portfolio
57,885
Q2 2025 Reduced 7.38%
$142B
$739,000 0.16% of portfolio
1,869
Q1 2025 Added 0.54%
$551B
$686,000 0.15% of portfolio
1,933
Q2 2025 Reduced 16.75%
$26.5B
$651,000 0.14% of portfolio
5,136
Q2 2025 Reduced 47.75%
$381B
$649,000 0.14% of portfolio
13,735
Q2 2025 Reduced 0.99%
$452B
$607,000 0.13% of portfolio
3,979
Q2 2025 Added 21.72%
$5.9B
$624,000 0.13% of portfolio
25,651
Q2 2025 New
$13.6B
$632,000 0.13% of portfolio
5,086
Q2 2025 Reduced 21.58%
$1.75B
$592,000 0.13% of portfolio
21,663
Q2 2025 Reduced 18.91%
$293B
$576,000 0.12% of portfolio
8,313
Q2 2025 Reduced 0.1%

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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