CIK: 0001858782
Total reported value
$716.9M
Reporting period: 2026-06-30 · Number of holdings: 251
Canvas Wealth Advisors, LLC disclosed 251 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $716.9M and a quarterly turnover rate of 25.8%.
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Canvas Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.029 — mathematically equivalent to about 34 equally-sized positions, well below its 251 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.52), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 49% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add CTOS
-14.8% $24.5M
Add AMD
-20.8% $13.1M
Trim PLTR
+9.0% -$2.3M
Add PANW
-12.1% $7.8M
Add DFAC
+83.9% $4.2M
Add KMB
+186.5% $3.3M
Showing top 200 holdings (of 251 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source INC | Stock-Other | 9.86% | +2.02% | -14.77% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.70% | -0.02% | -2.38% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.41% | -0.08% | +3.90% | |
| 4 | AAPL | Apple INC | Stock-Tech | 4.31% | -0.24% | +1.30% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.29% | -0.30% | +13.13% | |
| 6 | AMZN | Amazon.com INC | Stock-Consumer Disc | 4.02% | +0.06% | +8.25% | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 3.26% | +1.50% | -20.76% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | -0.40% | -5.43% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.66% | +0.04% | +2.17% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 2.51% | -0.33% | -4.68% | |
| 11 | UBER | Uber Technologies INC | Stock-Industrials | 2.41% | -0.04% | +19.53% | |
| 12 | PANW | Palo Alto Networks INC | Stock-Tech | 2.32% | +0.81% | -12.07% | |
| 13 | AVDE | Avantis International Equity | ETF-Other | 2.31% | -0.25% | +4.54% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.20% | -0.21% | -1.94% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.15% | -0.87% | +9.01% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.77% | -0.26% | +3.11% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | -0.19% | -7.94% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.16% | -3.50% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.45% | — | -6.81% | |
| 20 | CLX | Clorox Company | Stock-Consumer Staples | 1.25% | +0.32% | +77.28% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.25% | -0.08% | +5.96% | |
| 22 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.15% | — | +5.09% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.12% | +0.47% | +83.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.10% | +7.28% | |
| 25 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.96% | +0.02% | -36.13% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.80% | — | +0.27% | |
| 27 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.77% | -0.03% | -2.32% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | -0.02% | +5.56% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.67% | +0.42% | +186.47% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | — | -1.91% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | — | +0.12% | |
| 32 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.60% | +0.12% | +4.63% | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.58% | — | +463.43% | |
| 34 | AVGO | Broadcom INC | Stock-Tech | 0.54% | +0.01% | +0.73% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | — | +4.85% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.52% | — | -10.35% | |
| 37 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.51% | — | +19.65% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-Other | 0.49% | — | -3.46% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | — | -2.90% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | — | +3.54% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | -18.42% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.05% | -8.03% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.42% | — | +2.80% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.42% | — | -5.60% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | — | — | |
| 46 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.41% | -0.29% | -28.44% | |
| 47 | WMT | Walmart INC | Stock-Consumer Staples | 0.41% | — | -0.70% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.40% | — | -25.65% | |
| 49 | NOW | Servicenow INC | Stock-Tech | 0.40% | +0.08% | +60.69% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.05% | — |
Performance for Q3 2026
+3.2%
Performance Last 4 Quarters
+27.4%
Based on 78% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 251 | $716.9M | 26 | |
| 2026-03-31 | 240 | $588.0M | 20 | |
| 2025-12-31 | 222 | $588.9M | 13 | |
| 2025-09-30 | 214 | $549.9M | 37 | |
| 2025-06-30 | 207 | $507.1M | 0 | |
| 2025-03-31 | 180 | $389.5M | 100 | |
| 2024-12-31 | 177 | $398.3M | 0 | |
| 2024-09-30 | 178 | $362.1M | 0 | |
| 2024-06-30 | 150 | $323.4M | 0 | |
| 2024-03-31 | 146 | $297.5M | 0 | |
| 2023-12-31 | 125 | $275.1M | 0 | |
| 2023-09-30 | 122 | $243.3M | 0 | |
| 2023-06-30 | 128 | $269.4M | 0 | |
| 2023-03-31 | 136 | $238.0M | 0 | |
| 2022-12-31 | 145 | $239.1M | 0 | |
| 2022-09-30 | 124 | $234.8M | 0 | |
| 2022-06-30 | 127 | $248.5M | 0 | |
| 2022-03-31 | 142 | $274.2M | 0 | |
| 2021-12-31 | 134 | $277.9M | 0 | |
| 2021-09-30 | 119 | $244.8M | 0 | |
| 2021-06-30 | 118 | $222.9M | 87 | |
| 2021-03-31 | 113 | $171.5M | 0 |
Canvas Wealth Advisors, LLC's most significant position changes for 2026-06-30: New buy: ; New buy: Salesforce INC (CRM); Sold out: Vanguard Real Estate ETF (VNQ); New buy: Vanguard Consumer Staple ETF (VDC); New buy: Dimensional Short Duration (DFSD).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTOS | Custom Truck One Source INC | +2% | -14.77% | Trim |
| 2 | AMD | Advanced Micro Devices | +1.5% | -20.76% | Trim |
| 3 | PANW | Palo Alto Networks INC | +0.8% | -12.07% | Trim |
| 4 | DFAC | Dimensional US Core Equity 2 | +0.5% | +83.94% | Add |
| 5 | KMB | Kimberly-clark CORP | +0.4% | +186.47% | Add |
| 6 | ✓ | +0.4% | NEW | New buy | |
| 7 | CLX | Clorox Company | +0.3% | +77.28% | Add |
| 8 | CRM | Salesforce INC | +0.3% | NEW | New buy |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +252.56% | Add |
| 10 | MU | Micron Technology INC | +0.1% | +10.68% | Add |
| 11 | VDC | Vanguard Consumer Staple ETF | +0.1% | NEW | New buy |
| 12 | HOOD | Robinhood Markets INC - A | +0.1% | +4.63% | Add |
| 13 | DFSD | Dimensional Short Duration | +0.1% | NEW | New buy |
| 14 | DFGR | Dim Global Real Estate ETF | +0.1% | +352.81% | Add |
| 15 | DFIC | Dimensional International Co | +0.1% | +58.31% | Add |
| 16 | DFAS | Dimensional US Small Cap ETF | +0.1% | +124.91% | Add |
| 17 | NOW | Servicenow INC | +0.1% | +60.69% | Add |
| 18 | EQPT | Equipmentshare.com Inc-a | +0.1% | +83.65% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | -2.61% | Trim |
| 20 | AVMC | Avantis US Mid Cap Eq ETF | +0.1% | +98.81% | Add |
| 21 | AMZN | Amazon.com INC | +0.1% | +8.25% | Add |
| 22 | ASML | ASML Holding N.V. | +0.1% | -8.03% | Trim |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | — | Unchanged |
| 24 | IUSG | Ishares Core S&p U.s. Growth | 0% | +2.17% | Add |
| 25 | CRWD | Crowdstrike Holdings INC - A | 0% | -36.13% | Trim |
| 26 | AVGO | Broadcom INC | 0% | +0.73% | Add |
| 27 | AVLC | Avantis US Lg Cap Eq ETF | — | +5.09% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -2.38% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +5.56% | Add |
| 30 | AVEM | Avantis Emerging Markets Eq | 0% | -2.32% | Trim |
| 31 | UBER | Uber Technologies INC | 0% | +19.53% | Add |
| 32 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +3.90% | Add |
| 33 | IUSV | Ishares Core S&p U.s. Value | -0.1% | +5.96% | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +7.28% | Add |
| 35 | MRTN | Marten Transport LTD | -0.1% | -82.78% | Trim |
| 36 | SMMU | Pimco Shrt Trm Muni Bnd ETF | -0.1% | EXIT | Sold out |
| 37 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 38 | VOO | Vanguard S&p 500 ETF | -0.2% | -3.50% | Trim |
| 39 | VNQ | Vanguard Real Estate ETF | -0.2% | EXIT | Sold out |
| 40 | IJR | Ishares Core S&p Small-cap E | -0.2% | -7.94% | Trim |
| 41 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -1.94% | Trim |
| 42 | AAPL | Apple INC | -0.2% | +1.30% | Add |
| 43 | AVDE | Avantis International Equity | -0.3% | +4.54% | Add |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.3% | +3.11% | Add |
| 45 | JMST | JPM Ultra-short Muni Income | -0.3% | -34.01% | Trim |
| 46 | FBND | Fidelity Total Bond ETF | -0.3% | -28.44% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | +13.13% | Add |
| 48 | TSLA | Tesla INC | -0.3% | -4.68% | Trim |
| 49 | NVDA | Nvidia CORP | -0.4% | -5.43% | Trim |
| 50 | PLTR | Palantir Technologies Inc-a | -0.9% | +9.01% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-10 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-28 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-05 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-30 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-24 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-28 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-23 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-17 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-26 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-28 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-23 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-25 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-19 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-26 | 13F-HR | View on EDGAR |
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