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