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
$442B
$497,000 0.11% of portfolio
4,613
Q2 2025 Reduced 0.71%
$0
$502,000 0.11% of portfolio
10,426
Q2 2025 Added 5.01%
$0
$498,000 0.11% of portfolio
4,527
Q1 2025 Added 12.72%
$0
$538,000 0.11% of portfolio
21,733
Q2 2025 Added 48.95%
$210B
$467,000 0.1% of portfolio
1,585
Q2 2025 Added 24.8%
$0
$481,000 0.1% of portfolio
8,472
Q2 2025 Added 20.05%
$351B
$460,000 0.1% of portfolio
2,482
Q2 2025 Added 5.48%
$55.6B
$442,000 0.09% of portfolio
2,571
Q2 2025 New
$218B
$408,000 0.09% of portfolio
1,052
Q2 2025 Added 13.36%
$19.7B
$434,000 0.09% of portfolio
2,625
Q2 2025 Added 20.36%
$63.5B
$417,000 0.09% of portfolio
4,144
Q2 2025 Added 10.15%
$17.1B
$441,000 0.09% of portfolio
1,264
Q2 2025 New
$0
$370,000 0.08% of portfolio
12,471
Q2 2025 Added 2.88%
$0
$362,000 0.08% of portfolio
658
Q2 2025 Reduced 2.23%
$0
$394,000 0.08% of portfolio
11,009
Q1 2025 New
$0
$356,000 0.08% of portfolio
8,915
Q2 2025 Added 5.3%
$38.7B
$370,000 0.08% of portfolio
1,527
Q2 2025 Reduced 11.22%
$314B
$356,000 0.08% of portfolio
1,498
Q2 2025 Reduced 5.37%
$368B
$343,000 0.07% of portfolio
2,155
Q2 2025 Reduced 21.09%
$6.4B
$324,000 0.07% of portfolio
3,597
Q2 2025 Added 1,405.02%
$261B
$334,000 0.07% of portfolio
1,837
Q2 2025 New
$302B
$324,000 0.07% of portfolio
2,269
Q2 2025 Added 21.6%
$182B
$340,000 0.07% of portfolio
645
Q2 2025 Added 3.7%
$306B
$306,000 0.07% of portfolio
4,332
Q2 2025 Added 8.46%
$17B
$347,000 0.07% of portfolio
5,334
Q2 2025 Reduced 66.99%
$0
$345,000 0.07% of portfolio
9,987
Q2 2025 Added 6.87%
$0
$348,000 0.07% of portfolio
3,177
Q1 2025 Reduced 9.92%
$306B
$312,000 0.07% of portfolio
1,215
Q2 2025 New
$0
$264,000 0.06% of portfolio
6,500
Q4 2024 Added 4.0%
$0
$293,000 0.06% of portfolio
1,614
Q2 2025 Added 18.94%
$76.5B
$285,000 0.06% of portfolio
188
Q2 2025 Added 1.62%
$61.9B
$265,000 0.06% of portfolio
992
Q2 2025 Reduced 10.14%
$232B
$288,000 0.06% of portfolio
1,059
Q2 2025 Reduced 14.8%
$0
$302,000 0.06% of portfolio
1,059
Q2 2025 Reduced 24.84%
$6.13B
$291,000 0.06% of portfolio
4,150
Q2 2025 Reduced 5.68%
$9.19B
$287,000 0.06% of portfolio
3,938
Q2 2025 Reduced 65.13%
$127B
$268,000 0.06% of portfolio
2,019
Q2 2025 New
$250B
$302,000 0.06% of portfolio
2,146
Q2 2025 Added 10.11%
$0
$261,000 0.06% of portfolio
1,211
Q2 2025 Reduced 9.49%
$16B
$260,000 0.06% of portfolio
1,758
Q2 2025 New
$0
$303,000 0.06% of portfolio
4,761
Q2 2025 Reduced 48.22%
$84.1B
$286,000 0.06% of portfolio
4,248
Q2 2025 Added 5.41%
$89.4B
$267,000 0.06% of portfolio
535
Q2 2025 Reduced 4.12%
$227B
$270,000 0.06% of portfolio
849
Q2 2025 Added 6.39%
$141B
$286,000 0.06% of portfolio
4,133
Q2 2025 Added 29.72%
$0
$263,000 0.06% of portfolio
7,020
Q3 2024 New
$0
$221,000 0.05% of portfolio
7,543
Q2 2025 Reduced 37.3%
$0
$238,000 0.05% of portfolio
10,787
Q2 2025 Reduced 2.64%
$0
$245,000 0.05% of portfolio
2,450
Q2 2025 Reduced 62.02%

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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