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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.8 Million 4.68% of portfolio
170,398
Q3 2025 Added 3.74%
$0
$19.3 Million 3.63% of portfolio
28,764
Q3 2025 Added 9.29%
$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%
$0
$9.9 Million 1.87% of portfolio
16,171
Q3 2025 Added 3.22%
$0
$7.21 Million 1.36% of portfolio
72,145
Q3 2025 Added 3.63%
$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%
$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%
$0
$3.29 Million 0.62% of portfolio
43,752
Q3 2025 Reduced 3.61%
$0
$3.03 Million 0.57% of portfolio
11,899
Q3 2025 Reduced 8.08%
$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%
$0
$2.51 Million 0.47% of portfolio
54,303
Q3 2025 Added 5.66%
$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%
$0
$2.1 Million 0.4% of portfolio
10,702
Q2 2023 Reduced 0.58%
$0
$1.44 Million 0.27% of portfolio
33,152
Q3 2025 Added 0.5%
$0
$1.35 Million 0.26% of portfolio
4,547
Q3 2025 Added 4.48%
$0
$1.33 Million 0.25% of portfolio
22,139
Q3 2025 Reduced 0.05%
$0
$1.2 Million 0.23% of portfolio
1,805
Q3 2025 Added 0.11%
$0
$1.16 Million 0.22% of portfolio
5,705
Q3 2025 Added 23.22%
$0
$1.09 Million 0.21% of portfolio
9,585
Q3 2025 Added 2.96%
$0
$904,000 0.17% of portfolio
10,149
Q3 2025 Reduced 52.06%
$0
$879,000 0.17% of portfolio
4,216
Q3 2025 Reduced 11.71%
$0
$923,000 0.17% of portfolio
17,216
Q3 2025 Reduced 3.51%
$0
$841,000 0.16% of portfolio
12,475
Q3 2025 Added 8.27%
$0
$832,000 0.16% of portfolio
4,388
Q3 2025 Reduced 2.75%
$0
$726,000 0.14% of portfolio
14,300
Q3 2025 New
$0
$751,000 0.14% of portfolio
14,725
Q3 2025 Added 8.79%
$0
$757,000 0.14% of portfolio
15,717
Q3 2025 Added 0.35%
$0
$666,000 0.13% of portfolio
15,565
Q2 2025 Added 20.3%
$0
$663,000 0.13% of portfolio
10,167
Q3 2025 Reduced 1.0%
$0
$614,000 0.12% of portfolio
24,655
Q3 2025 Added 13.44%
$0
$561,000 0.11% of portfolio
1,721
Q3 2025 Reduced 3.21%
$0
$567,000 0.11% of portfolio
7,198
Q3 2025 Reduced 4.43%
$0
$585,000 0.11% of portfolio
5,584
Q3 2023 Reduced 0.89%
$0
$591,000 0.11% of portfolio
6,623
Q2 2024 New
$0
$539,000 0.1% of portfolio
10,053
Q3 2025 Reduced 3.58%
$0
$548,000 0.1% of portfolio
1,363
Q2 2025 Reduced 6.13%
$0
$506,000 0.1% of portfolio
8,869
Q3 2025 Added 4.69%
$0
$506,000 0.1% of portfolio
4,545
Q3 2025 Added 43.06%
$0
$550,000 0.1% of portfolio
4,563
Q3 2025 Added 0.8%

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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