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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.2 Million 4.72% of portfolio
164,261
Q2 2025 Added 4.36%
$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%
$0
$13 Million 2.77% of portfolio
107,325
Q2 2025 Added 4.37%
$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%
$0
$8.9 Million 1.89% of portfolio
15,667
Q2 2025 Reduced 1.71%
$0
$6.59 Million 1.4% of portfolio
69,620
Q2 2025 Added 1.84%
$0
$4.92 Million 1.05% of portfolio
58,945
Q2 2025 Added 1.54%
$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%
$0
$3.56 Million 0.76% of portfolio
8,126
Q2 2025 Reduced 1.12%
$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
$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%
$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%
$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%
$0
$1.42 Million 0.3% of portfolio
32,988
Q2 2025 Added 15.66%
$0
$1.26 Million 0.27% of portfolio
22,149
Q2 2025 Added 0.06%
$0
$1.21 Million 0.26% of portfolio
4,352
Q2 2025 Added 10.32%
$0
$1.11 Million 0.24% of portfolio
1,803
Q2 2025 Reduced 5.95%
$0
$1.03 Million 0.22% of portfolio
15,061
Q2 2025 Reduced 15.94%
$0
$1.04 Million 0.22% of portfolio
9,309
Q2 2025 Added 9.57%
$0
$931,000 0.2% of portfolio
4,775
Q2 2025 Added 18.55%
$0
$957,000 0.2% of portfolio
17,842
Q2 2025 Added 2.0%
$0
$899,000 0.19% of portfolio
4,630
Q2 2025 Added 40.94%
$0
$826,000 0.18% of portfolio
15,198
Q2 2025 Added 64.98%
$0
$820,000 0.17% of portfolio
4,512
Q2 2025 Reduced 19.91%
$0
$749,000 0.16% of portfolio
15,662
Q2 2025 Added 1.99%
$0
$717,000 0.15% of portfolio
11,522
Q2 2025 Added 76.04%
$0
$689,000 0.15% of portfolio
13,535
Q2 2025 Reduced 44.04%
$0
$636,000 0.14% of portfolio
10,270
Q2 2025 Added 1.43%
$0
$592,000 0.13% of portfolio
7,532
Q1 2025 Reduced 3.78%
$0
$630,000 0.13% of portfolio
15,565
Q2 2025 Added 20.3%
$0
$564,000 0.12% of portfolio
6,623
Q2 2024 New
$0
$556,000 0.12% of portfolio
5,584
Q3 2023 Reduced 0.89%
$0
$499,000 0.11% of portfolio
1,363
Q2 2025 Reduced 6.13%
$0
$504,000 0.11% of portfolio
1,803
Q2 2025 Added 18.54%
$0
$495,000 0.11% of portfolio
1,778
Q2 2025 Reduced 6.47%
$0
$502,000 0.11% of portfolio
10,426
Q2 2025 Added 5.01%
$0
$498,000 0.11% of portfolio
4,527
Q1 2025 Added 12.72%
$0
$538,000 0.11% of portfolio
21,733
Q2 2025 Added 48.95%

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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email