Canvas Wealth Advisors, LLC Portfolio Holdings
Canvas Wealth Advisors, LLC
- $398 Million
- Q1 2025
Canvas Wealth Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $398 Million distributed in 180 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $23.3M, Apple Inc. with a value of $23M, Ishares Core S&P Total U.S. St with a value of $19.2M, Custom Truck One Source, Inc. with a value of $18.9M, and Alphabet Inc. with a value of $16.9M.
Examining the 13F form we can see an increase of $9.41M in the current position value, from $389M to 398M.
Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$398 Million
ETFs: $162 Million
Technology: $109 Million
Consumer Cyclical: $33 Million
Industrials: $27.7 Million
Communication Services: $22.8 Million
Financial Services: $18.2 Million
Consumer Defensive: $11.4 Million
Healthcare: $10.1 Million
Other: $2.7 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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