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CIK: 0001858782
Total reported value
$716.9M
$716.9M
146 檔
11.7%
The Q1 2024 SEC filing reveals that Canvas Wealth Advisors, LLC held a total portfolio value of $716.9M, covering 146 public equity positions.
During Q1 2024, Canvas Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.15% | -0.30% | +2.75% | |
| 2 | CTOS | Custom Truck One Source Inc | Stock-Other | 6.13% | +2.02% | +2.17% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.26% | -0.24% | +4.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.89% | -0.02% | +2.52% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.78% | -0.08% | +29.63% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 4.26% | +0.04% | -8.40% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.85% | +0.06% | -1.50% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.83% | -0.21% | -19.88% | |
| 9 | UBER | Uber Technologies Inc | Stock-Industrials | 3.76% | -0.04% | -2.24% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.17% | -0.26% | +7.58% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.87% | +1.50% | -10.49% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.76% | -0.25% | -1.90% | |
| 13 | MMM | 3m Co | Stock-Industrials | 2.75% | -0.03% | +23.45% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.40% | -0.19% | +37.89% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.04% | -0.21% | +72.32% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.84% | -0.08% | -14.17% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | -0.40% | +4.22% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.71% | -0.05% | +9.92% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | -0.16% | -5.68% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.33% | -0.33% | +94.07% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.10% | -2.67% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.21% | -0.07% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.15% | -0.87% | +4.79% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.18% | +18.17% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.04% | +0.81% | +27.18% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | -0.05% | -6.62% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | -0.11% | +6.03% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.91% | -0.06% | +54.60% | |
| 29 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | 0.73% | — | +17.63% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.72% | -0.02% | — | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.29% | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | -0.03% | -44.58% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.67% | +0.42% | +18.66% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.64% | -0.03% | -14.13% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.02% | +4.88% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.54% | -0.03% | +9.74% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.09% | +14.30% | |
| 38 | NTRS | Northern Trust CORP | Stock-Financials | 0.50% | -0.01% | -0.30% | |
| 39 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.48% | -0.08% | +7.20% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.10% | +4.86% | |
| 41 | SOLV | Solventum CORP | Stock-Healthcare | 0.47% | -0.03% | — | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.05% | — | |
| 43 | QGEN | Qiagen N.V. | Stock-Healthcare | 0.39% | — | — | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.36% | — | +300.09% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.35% | -0.01% | -46.13% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.34% | -0.03% | +11.04% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.33% | -0.04% | +39.62% | |
| 48 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.32% | — | -11.66% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.09% | -7.46% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.14% | +218.82% |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 146 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, CTOS, AAPL) accounted for 11.7% of total reported equity market value during Q1 2024.
During Q1 2024, Canvas Wealth Advisors, LLC's top holdings by market value included MSFT (7.2%)、CTOS (6.1%)、AAPL (5.3%). The largest single position, MSFT, represented 7.2% of total portfolio value.
In Q1 2024, Canvas Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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