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CIK: 0001858782
Total reported value
$716.9M
$716.9M
240 檔
22.3%
At the close of Q1 2026, Canvas Wealth Advisors, LLC disclosed equity holdings valued at approximately $716.9M, spread across 240 reported holdings.
In Q1 2026, Canvas Wealth Advisors, LLC displayed an active expansion posture, initiating 38 new positions and adding to 78 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source Inc | Stock-Other | 7.84% | +2.02% | -0.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.73% | -0.02% | -1.53% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.59% | -0.30% | +13.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.55% | -0.24% | -0.55% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.49% | -0.08% | +6.95% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.96% | +0.06% | +25.08% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.61% | -0.40% | +1.30% | |
| 8 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.02% | -0.87% | +4.08% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.84% | -0.33% | +4.17% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.62% | +0.04% | -1.54% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.56% | -0.25% | +15.13% | |
| 12 | UBER | Uber Technologies Inc | Stock-Industrials | 2.45% | -0.04% | +5.40% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.41% | -0.21% | +0.82% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.03% | -0.26% | -4.03% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.93% | -0.19% | -2.27% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.76% | +1.50% | -3.89% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.70% | -0.16% | +0.52% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.66% | -0.21% | -49.32% | |
| 19 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.51% | +0.81% | +24.47% | |
| 20 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.33% | -0.08% | +2.90% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.10% | +3.83% | |
| 22 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.15% | — | — | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.98% | -0.18% | +4.67% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.94% | +0.02% | +41.99% | |
| 25 | CLX | Clorox Company | Stock-Consumer Staples | 0.93% | +0.32% | +3.55% | |
| 26 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.80% | -0.03% | +23.08% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.11% | -18.27% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | -0.02% | -0.45% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.29% | +38.66% | |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.70% | -0.18% | -17.81% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.03% | +6.46% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.65% | +0.47% | +685.94% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | -0.05% | +5.46% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.62% | -0.29% | +160.34% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.57% | -0.17% | -35.19% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.14% | -0.85% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.09% | +10.68% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | -0.10% | +2.23% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.54% | -0.02% | +2.46% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.54% | -0.06% | +5.67% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.01% | +1.70% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.53% | -0.04% | +0.40% | |
| 43 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.53% | -0.02% | +11.31% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.08% | -11.12% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.49% | -0.07% | — | |
| 46 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.48% | +0.12% | +57.84% | |
| 47 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | -0.05% | -28.64% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.05% | -12.68% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.03% | -3.05% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.09% | -1.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source Inc | +0.9% | -0.44% | Trim |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.6% | +685.94% | Add |
| 3 | AMZN | Amazon.com Inc | +0.5% | +25.08% | Add |
| 4 | AVDE | Avantis International Equity | +0.4% | +15.13% | Add |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +160.34% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +0.2% | +38.66% | Add |
| 7 | AVEM | Avantis Emerging Markets Eq | +0.2% | +23.08% | Add |
| 8 | DFIC | Dimensional International Co | +0.2% | +258.40% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +41.99% | Add |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -4.03% | Trim |
| 11 | VV | Vanguard Large-cap ETF | +0.1% | +338.41% | Add |
| 12 | KMB | Kimberly-clark CORP | +0.1% | +113.87% | Add |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +6.95% | Add |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +24.47% | Add |
| 15 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +78.68% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +205.39% | Add |
| 17 | AVAV | Aerovironment Inc | +0.1% | +74.71% | Add |
| 18 | AVUV | Avantis US Small Cap Value | +0.1% | +5.67% | Add |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | +0.1% | +35.11% | Add |
| 20 | CLX | Clorox Company | +0.1% | +3.55% | Add |
| 21 | WMT | Walmart Inc | +0.1% | -0.85% | Trim |
| 22 | LRCX | Lam Research CORP | +0.1% | +34.40% | Add |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | +23.62% | Add |
| 24 | XOM | Exxon Mobil CORP | 0% | +4.45% | Add |
| 25 | COST | Costco Wholesale CORP | 0% | -1.57% | Trim |
| 26 | PEP | Pepsico Inc | 0% | +50.09% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | 0% | +77.33% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 0% | +7.16% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | 0% | +4.67% | Add |
| 30 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +49.35% | Add |
| 31 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.90% | Add |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | +34.07% | Add |
| 33 | VNQ | Vanguard Real Estate ETF | 0% | +19.61% | Add |
| 34 | XLK | Ss Technology Select Sector | 0% | +64.56% | Add |
| 35 | ASML | ASML Holding N.V. | 0% | -12.68% | Trim |
| 36 | KKR | Kkr & Co Inc | 0% | +133.44% | Add |
| 37 | CVX | Chevron CORP | 0% | +3.39% | Add |
| 38 | PWR | Quanta Services Inc | 0% | -9.10% | Trim |
| 39 | VXUS | Vanguard Total Intl Stock | 0% | +2.46% | Add |
| 40 | IJR | Ishares Core S&p Small-cap E | 0% | -2.27% | Trim |
| 41 | ORLY | O'reilly Automotive Inc | 0% | +34.55% | Add |
| 42 | ET | Energy Transfer LP | 0% | +0.17% | Add |
| 43 | VBR | Vanguard Small-cap Value ETF | 0% | +13.41% | Add |
| 44 | VTV | Vanguard Value ETF | 0% | +3.20% | Add |
| 45 | MO | Altria Group Inc | 0% | +24.07% | Add |
| 46 | MU | Micron Technology Inc | 0% | +8.31% | Add |
| 47 | NFLX | Netflix Inc | 0% | +12.25% | Add |
| 48 | SCHM | Schwab US Mid Cap ETF | 0% | +35.89% | Add |
| 49 | PFE | Pfizer Inc | 0% | +12.67% | Add |
| 50 | MRTN | Marten Transport LTD | 0% | -3.63% | Trim |
According to official SEC Form 13F filings, Canvas Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $716.9M across 240 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CTOS, GOOGL, MSFT) accounted for 22.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVLC
市值: $6.8M
Top Position Liquidated / Trimmed
ONEQ
前期市值: $1.0M
During Q1 2026, Canvas Wealth Advisors, LLC's top holdings by market value included CTOS (7.8%)、GOOGL (5.7%)、MSFT (4.6%). The largest single position, CTOS, represented 7.8% of total portfolio value.
In Q1 2026, Canvas Wealth Advisors, LLC made 195 total portfolio adjustments, initiating 38 new buys, adding to 78 positions, trimming 60 holdings, and fully liquidating 19 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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