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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.2B
$1.6 Million 0.34% of portfolio
19,785
Q2 2025 Reduced 66.25%
$0
$1.42 Million 0.3% of portfolio
32,988
Q2 2025 Added 15.66%
$545B
$1.31 Million 0.28% of portfolio
980
Q2 2025 Added 19.8%
$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%
$608B
$1.13 Million 0.24% of portfolio
1,451
Q2 2025 Reduced 1.89%
$178B
$1.06 Million 0.23% of portfolio
9,178
Q2 2025 Reduced 0.67%
$222B
$1.03 Million 0.22% of portfolio
3,531
Q2 2025 Added 37.13%
$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%
$405B
$942,000 0.2% of portfolio
2,570
Q2 2025 Added 0.23%
$548B
$936,000 0.2% of portfolio
1,666
Q2 2025 Added 2.33%
$684B
$941,000 0.2% of portfolio
4,305
Q2 2025 Reduced 25.88%
$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%
$45.1B
$886,000 0.19% of portfolio
6,877
Q2 2025 Added 51.68%
$2.56B
$889,000 0.19% of portfolio
19,556
Q2 2025 Added 3.47%
$0
$899,000 0.19% of portfolio
4,630
Q2 2025 Added 40.94%
$56B
$872,000 0.19% of portfolio
2,307
Q2 2025 Reduced 7.79%
$1.27T
$829,000 0.18% of portfolio
3,661
Q2 2025 Added 6.36%
$179B
$830,000 0.18% of portfolio
9,103
Q2 2025 Added 0.59%
$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%
$172B
$780,000 0.17% of portfolio
759
Q2 2025 Added 51.2%
$983M
$751,000 0.16% of portfolio
57,885
Q2 2025 Reduced 7.38%
$0
$749,000 0.16% of portfolio
15,662
Q2 2025 Added 1.99%
$142B
$739,000 0.16% of portfolio
1,869
Q1 2025 Added 0.54%
$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%
$551B
$686,000 0.15% of portfolio
1,933
Q2 2025 Reduced 16.75%
$26.5B
$651,000 0.14% of portfolio
5,136
Q2 2025 Reduced 47.75%
$0
$636,000 0.14% of portfolio
10,270
Q2 2025 Added 1.43%
$381B
$649,000 0.14% of portfolio
13,735
Q2 2025 Reduced 0.99%
$452B
$607,000 0.13% of portfolio
3,979
Q2 2025 Added 21.72%
$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%
$5.9B
$624,000 0.13% of portfolio
25,651
Q2 2025 New
$13.6B
$632,000 0.13% of portfolio
5,086
Q2 2025 Reduced 21.58%
$1.75B
$592,000 0.13% of portfolio
21,663
Q2 2025 Reduced 18.91%
$293B
$576,000 0.12% of portfolio
8,313
Q2 2025 Reduced 0.1%
$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%
$187B
$565,000 0.12% of portfolio
1,394
Q2 2025 Added 170.16%
$201B
$581,000 0.12% of portfolio
738
Q2 2025 Added 3.51%
$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%
$1.57B
$529,000 0.11% of portfolio
10,218
Q2 2025 Reduced 8.19%

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
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