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 Market Cap. of $300 Millions to $2 Billions
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