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
$219B
$565,000 0.12% of portfolio
1,394
Q2 2025 Added 170.16%
$190B
$581,000 0.12% of portfolio
738
Q2 2025 Added 3.51%
$1.57B
$529,000 0.11% of portfolio
10,218
Q2 2025 Reduced 8.19%
$470B
$497,000 0.11% of portfolio
4,613
Q2 2025 Reduced 0.71%
$253B
$467,000 0.1% of portfolio
1,585
Q2 2025 Added 24.8%
$409B
$460,000 0.1% of portfolio
2,482
Q2 2025 Added 5.48%
$53.9B
$442,000 0.09% of portfolio
2,571
Q2 2025 New
$277B
$408,000 0.09% of portfolio
1,052
Q2 2025 Added 13.36%
$24.2B
$434,000 0.09% of portfolio
2,625
Q2 2025 Added 20.36%
$55.8B
$417,000 0.09% of portfolio
4,144
Q2 2025 Added 10.15%
$20.9B
$441,000 0.09% of portfolio
1,264
Q2 2025 New
$149B
$382,000 0.08% of portfolio
1,072
Q2 2025 Added 1.71%
$43.3B
$370,000 0.08% of portfolio
1,527
Q2 2025 Reduced 11.22%
$285B
$356,000 0.08% of portfolio
1,498
Q2 2025 Reduced 5.37%
$359B
$343,000 0.07% of portfolio
2,155
Q2 2025 Reduced 21.09%
$6.36B
$324,000 0.07% of portfolio
3,597
Q2 2025 Added 1,405.02%
$301B
$324,000 0.07% of portfolio
2,269
Q2 2025 Added 21.6%
$158B
$340,000 0.07% of portfolio
645
Q2 2025 Added 3.7%
$308B
$306,000 0.07% of portfolio
4,332
Q2 2025 Added 8.46%
$18.5B
$347,000 0.07% of portfolio
5,334
Q2 2025 Reduced 66.99%
$335B
$312,000 0.07% of portfolio
1,215
Q2 2025 New
$72.1B
$285,000 0.06% of portfolio
188
Q2 2025 Added 1.62%
$63.1B
$265,000 0.06% of portfolio
992
Q2 2025 Reduced 10.14%
$263B
$288,000 0.06% of portfolio
1,059
Q2 2025 Reduced 14.8%
$5.84B
$291,000 0.06% of portfolio
4,150
Q2 2025 Reduced 5.68%
$8.74B
$287,000 0.06% of portfolio
3,938
Q2 2025 Reduced 65.13%
$106B
$268,000 0.06% of portfolio
2,019
Q2 2025 New
$270B
$302,000 0.06% of portfolio
2,146
Q2 2025 Added 10.11%
$15.4B
$260,000 0.06% of portfolio
1,758
Q2 2025 New
$84.6B
$286,000 0.06% of portfolio
4,248
Q2 2025 Added 5.41%
$92.2B
$267,000 0.06% of portfolio
535
Q2 2025 Reduced 4.12%
$265B
$270,000 0.06% of portfolio
849
Q2 2025 Added 6.39%
$165B
$286,000 0.06% of portfolio
4,133
Q2 2025 Added 29.72%
$167B
$229,000 0.05% of portfolio
1,855
Q2 2025 Reduced 12.38%
$164B
$248,000 0.05% of portfolio
457
Q2 2025 Reduced 9.5%
$114B
$230,000 0.05% of portfolio
3,928
Q2 2025 Added 11.27%
$322B
$249,000 0.05% of portfolio
3,109
Q2 2025 New
$169B
$243,000 0.05% of portfolio
5,634
Q2 2025 Reduced 8.21%
$194B
$240,000 0.05% of portfolio
1,316
Q2 2025 Reduced 19.46%
$186B
$232,000 0.05% of portfolio
8,035
Q2 2025 New
$114B
$215,000 0.05% of portfolio
1,438
Q2 2025 New
$139B
$231,000 0.05% of portfolio
456
Q2 2025 Added 1.33%
$2.79B
$248,000 0.05% of portfolio
15,649
Q2 2025 Reduced 94.16%
$44.4B
$230,000 0.05% of portfolio
734
Q2 2025 New
$71.9B
$221,000 0.05% of portfolio
833
Q2 2025 New
$39.4B
$215,000 0.05% of portfolio
393
Q2 2025 New
$254B
$237,000 0.05% of portfolio
1,628
Q2 2025 New
$1.61B
$239,000 0.05% of portfolio
3,496
Q2 2025 Reduced 34.8%
$16.8B
$231,000 0.05% of portfolio
3,047
Q2 2025 New

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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