Q2 2026 13F · SEC CIK 1858782

Canvas Wealth Advisors, LLC

Wealth managerFiled 2026-07-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $716.9M
Reported positions: 251
Top holdings a year, 3 yrs: +25.1%
Assets under management: $929.2M

Canvas Wealth Advisors, LLC is a wealth manager that reported 251 positions worth $716.9M in its Q2 2026 13F, filed 2026-07-10. Its largest holdings were Custom Truck One Source Inc (CTOS, 9.9%), Alphabet Inc (GOOGL, 5.7%), Ishares Total US Stock Market ETF (ITOT, 4.4%). A portfolio copying its top holdings returned 25.1% a year over the last 3 years, against 20.4% for the S&P 500.

Canvas Wealth Advisors, LLC holdings largest 50 of 251 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Canvas Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CTOSCustom Truck One Source Inc	9.9%	7.8%	5,982,649	-14.8%	$70.7M
GOOGLAlphabet Inc	5.7%	5.7%	114,270	-2.4%	$40.8M
ITOTIshares Total US Stock Market ETF	4.4%	4.5%	192,444	+3.9%	$31.6M
AAPLApple Inc	4.3%	4.6%	106,892	+1.3%	$30.9M
MSFTMicrosoft Corp	4.3%	4.6%	82,424	+13.1%	$30.7M
AMZNAmazon Com Inc Com	4.0%	4.0%	120,898	+8.3%	$28.8M
AMDAdvanced Micro Devices Inc	3.3%	1.8%	40,261	-20.8%	$23.4M
NVDANvidia Corporation Com	3.2%	3.6%	115,127	-5.4%	$23.0M
IUSGiShares ETFs/USA	2.7%	2.6%	101,556	+2.2%	$19.1M
TSLATesla Inc Com	2.5%	2.8%	42,792	-4.7%	$18.0M
UBERUber Technologies Inc	2.4%	2.4%	239,173	+19.5%	$17.3M
PANWPalo Alto Networks Inc	2.3%	1.5%	48,854	-12.1%	$16.7M
AVDEAvantis International Equity ETF	2.3%	2.6%	185,740	+4.5%	$16.6M
GSLCGoldman Sachs ETF Tr	2.2%	2.4%	111,252	-1.9%	$15.8M
PLTRPalantir Technologies Inclass Class A	2.2%	3.0%	132,211	+9.0%	$15.4M
SCHDSchwab Strategic Tr	1.8%	2.0%	401,118	+3.1%	$12.7M
IJRIshares Core S&p Small Cap ETF	1.7%	1.9%	84,031	-7.9%	$12.5M
VOOVanguard S&p 500 ETF	1.5%	1.7%	16,122	-3.5%	$11.1M
IVVIshares Core S&p 500 ETF	1.4%	1.7%	13,883	-6.8%	$10.4M
CLXClorox Co Del	1.3%	0.9%	94,026	+77.3%	$9.0M
IUSVIshares Tr	1.2%	1.3%	81,196	+6.0%	$8.9M
AVLCAmerican Centy ETF Tr	1.2%	1.2%	91,889	+5.1%	$8.3M
DFACDimensional U.s. Core Equity 2	1.1%	0.7%	181,125	+83.9%	$8.0M
BRK-BBerkshire Hathaway Inc Del	1.1%	1.2%	15,609	+7.3%	$7.8M
CRWDCrowdstrike Hldgs Inc Class A	1.0%	0.9%	9,010	-36.1%	$6.9M
AGGIshares Tr	0.8%	1.0%	58,191	+0.3%	$5.8M
AVEMAmerican Centy ETF Tr	0.8%	0.8%	57,073	-2.3%	$5.5M
JPMJpmorgan Chase & Co	0.7%	0.7%	15,294	+5.6%	$5.0M
KMBKimberly-Clark Corporation	0.7%	—	43,463	—	$4.8M
IEFAIshares Core Msci Eafe ETF	0.7%	0.8%	48,375	-1.9%	$4.7M
VTIVanguard Index Fds	0.6%	0.7%	11,956	+0.1%	$4.4M
HOODRobinhood Mkts Inc	0.6%	0.5%	42,697	+4.6%	$4.3M
VUGVanguard Indx Fd	0.6%	0.6%	47,993	+463.4%	$4.1M
AVGOBroadcom Inc	0.5%	0.5%	10,218	+0.7%	$3.9M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.5%	43,390	+4.9%	$3.7M
BINCIshares Flexible Income Active ETF	0.5%	0.7%	70,777	-10.3%	$3.7M
MELIMercadolibre Inc	0.5%	0.5%	2,143	+19.7%	$3.6M
VBVanguard Indx Fd	0.5%	0.5%	11,508	-3.5%	$3.5M
AVUVAvantis US Small Cap Value ETF	0.5%	0.5%	27,854	-2.9%	$3.5M
METAMeta Platforms Inc Class A	0.5%	0.6%	5,850	+3.5%	$3.3M
GOOGAlphabet Inc	0.5%	0.5%	9,175	-18.4%	$3.2M
ASMLAsml Hldg NV	0.4%	0.4%	1,603	-8.0%	$3.2M
JPSTJ P Morgan Exchange Traded Fd	0.4%	0.5%	59,533	+2.8%	$3.0M
AVUSAvantis U.s. Equity ETF	0.4%	0.5%	23,403	-5.6%	$3.0M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.5%	4	+0.0%	$3.0M
FBNDFidelity Merrimack Str Tr	0.4%	0.7%	64,811	-28.4%	$3.0M
WMTWalmart Inc	0.4%	0.6%	25,809	-0.7%	$2.9M
DFUSDimensional ETF Trust	0.4%	0.6%	35,109	-25.6%	$2.9M
NOWServicenow Inc Com	0.4%	—	28,524	—	$2.8M
IYWIshares Tr	0.4%	—	10,702	—	$2.7M

What Canvas Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.3% /yr; S&P 500 +20.1%
3 years: +25.1% /yr; S&P 500 +20.4%
5 years: +13.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$716.9M	251
Q1 2026	$588.0M	240
Q4 2025	$588.9M	222
Q3 2025	$549.9M	214
Q2 2025	$507.1M	207
Q1 2025	$389.5M	180
Q4 2024	$398.3M	177
Q3 2024	$362.1M	178
Q2 2024	$323.4M	150
Q1 2024	$297.5M	146
Q4 2023	$275.1M	125
Q3 2023	$243.3M	122

Questions about Canvas Wealth Advisors, LLC's portfolio

What stocks does Canvas Wealth Advisors, LLC own?

Canvas Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 10, 2026, lists 251 positions worth $716.9M. The largest are Custom Truck One Source Inc (CTOS) at 9.9%, Alphabet Inc (GOOGL) at 5.7%, Ishares Total US Stock Market ETF (ITOT) at 4.4%, Apple Inc (AAPL) at 4.3% and Microsoft Corp (MSFT) at 4.3%.

What did Canvas Wealth Advisors, LLC buy last quarter?

In Q2 2026, Canvas Wealth Advisors, LLC added Vanguard Indx Fd (VUG) (+463.4% shares), Dimensional U.s. Core Equity 2 (DFAC) (+83.9% shares) and Clorox Co Del (CLX) (+77.3% shares), compared with its Q1 2026 filing.

What did Canvas Wealth Advisors, LLC sell last quarter?

In Q2 2026, Canvas Wealth Advisors, LLC cut from its top 50 J P Morgan Exchange Traded F (JMST), cut from its top 50 Ishares National Muni Bond ETF (MUB), cut from its top 50 Costco Whsl Corp New (COST), Crowdstrike Hldgs Inc Class A (CRWD) (-36.1% shares), Fidelity Merrimack Str Tr (FBND) (-28.4% shares) and Dimensional ETF Trust (DFUS) (-25.6% shares), compared with its Q1 2026 filing.

How has Canvas Wealth Advisors, LLC's portfolio performed?

A portfolio copying Canvas Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.3% against +20.1%. Over 5 years: +13.0% a year against +11.6%.

When is Canvas Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Canvas Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Canvas Wealth Advisors, LLC manage?

Canvas Wealth Advisors, LLC reported $929.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $716.9M.