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CIK: 0001858782
Total reported value
$716.9M
$716.9M
150 檔
12.6%
According to the latest 13F quarterly dataset, Canvas Wealth Advisors, LLC managed an equity portfolio of $716.9M at the end of Q2 2024, spanning 150 distinct U.S. exchange-listed positions.
During Q2 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 | 6.68% | -0.30% | -1.17% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.22% | -0.24% | -1.31% | |
| 3 | CTOS | Custom Truck One Source Inc | Stock-Other | 5.46% | +2.02% | +1.69% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 5.00% | -0.08% | +4.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.63% | -0.02% | -6.06% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 4.14% | +0.04% | -2.85% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 3.67% | -0.21% | -3.78% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.41% | +0.06% | -3.79% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.30% | -0.26% | +3.61% | |
| 10 | UBER | Uber Technologies Inc | Stock-Industrials | 2.98% | -0.04% | -1.95% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.70% | -0.25% | +2.83% | |
| 12 | MMM | 3m Co | Stock-Industrials | 2.70% | -0.03% | -23.59% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.69% | -0.19% | +5.76% | |
| 14 | AMD | Advanced Micro Devices | Stock-Tech | 2.40% | +1.50% | +1.17% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.16% | -0.21% | +6.60% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | -0.40% | +852.86% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.92% | -0.33% | +9.16% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.85% | -0.08% | +1.57% | |
| 19 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 1.82% | -0.05% | +7.42% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | -0.16% | -7.41% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.32% | -0.10% | +1.80% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.29% | -0.87% | -1.01% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.09% | -0.11% | +18.81% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.07% | -0.06% | +12.28% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.81% | -2.14% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.05% | -0.18% | +3.05% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.99% | -0.05% | -0.83% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.82% | -0.07% | -33.33% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.81% | -0.02% | +17.07% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.75% | -0.29% | +13.29% | |
| 31 | XRAY | Dentsply Sirona Inc | Stock-Healthcare | 0.70% | — | +17.65% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.02% | +3.20% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | -0.03% | -6.31% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.64% | -0.08% | +44.93% | |
| 35 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.61% | -0.03% | +16.61% | |
| 36 | CLX | Clorox Company | Stock-Consumer Staples | 0.58% | +0.32% | +212.32% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.57% | +0.02% | +313.37% | |
| 38 | QGEN | Qiagen N.V. | Stock-Healthcare | 0.54% | — | +32.52% | |
| 39 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.50% | — | +44.01% | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.05% | — | |
| 41 | NTRS | Northern Trust CORP | Stock-Financials | 0.47% | -0.01% | -6.90% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | -0.10% | -5.86% | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.45% | -0.02% | +149.44% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.09% | -2.31% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.38% | -0.03% | +20.02% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.37% | -0.01% | +6.21% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.36% | +0.42% | -46.12% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.14% | +0.73% | |
| 49 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.32% | -0.04% | +2.74% | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | -0.03% | +3.51% |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 150 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, CTOS) accounted for 12.6% of total reported equity market value during Q2 2024.
During Q2 2024, Canvas Wealth Advisors, LLC's top holdings by market value included MSFT (6.7%)、AAPL (6.2%)、CTOS (5.5%). The largest single position, MSFT, represented 6.7% of total portfolio value.
In Q2 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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