Canvas Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Canvas Wealth Advisors, Llc disclosed 251 stock positions valued at approximately $716.87M as of quarter-end June 30, 2026. The largest holdings include CUSTOM TRUCK ONE SOURCE INC, ALPHABET INC, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 251
- Portfolio Value
- $716.87M
Holdings by Sector
Canvas Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CUSTOM TRUCK ONE SOURCE INC | CTOS | Industrials | 9.86% | 5,982,649 | -1,036,877 | -14.77% | $70,655,085 |
| ALPHABET INC | GOOGL | Communication Services | 5.70% | 114,270 | -2,788 | -2.38% | $40,836,502 |
| ISHARES TR | ITOT | Other | 4.41% | 192,444 | +7,220 | +3.90% | $31,612,767 |
| APPLE INC | AAPL | Technology | 4.31% | 106,892 | +1,372 | +1.30% | $30,930,378 |
| MICROSOFT CORP | MSFT | Technology | 4.29% | 82,424 | +9,568 | +13.13% | $30,745,666 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.02% | 120,898 | +9,214 | +8.25% | $28,814,922 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 3.26% | 40,261 | -10,547 | -20.76% | $23,387,861 |
| NVIDIA CORPORATION | NVDA | Technology | 3.21% | 115,127 | -6,613 | -5.43% | $23,035,680 |
| ISHARES TR | IUSG | Other | 2.66% | 101,556 | +2,156 | +2.17% | $19,101,738 |
| TESLA INC | TSLA | Consumer Cyclical | 2.51% | 42,792 | -2,099 | -4.68% | $17,998,315 |
| UBER TECHNOLOGIES INC | UBER | Technology | 2.41% | 239,173 | +39,082 | +19.53% | $17,258,724 |
| PALO ALTO NETWORKS INC | PANW | Technology | 2.32% | 48,854 | -6,703 | -12.07% | $16,660,209 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.31% | 185,740 | +8,073 | +4.54% | $16,568,015 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 2.20% | 111,252 | -2,204 | -1.94% | $15,785,563 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 2.15% | 132,211 | +10,923 | +9.01% | $15,425,090 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.77% | 401,118 | +12,105 | +3.11% | $12,719,440 |
| ISHARES TR | IJR | Other | 1.74% | 84,031 | -7,245 | -7.94% | $12,462,618 |
| VANGUARD INDEX FDS | VOO | Other | 1.54% | 16,122 | -585 | -3.50% | $11,072,472 |
| ISHARES TR | IVV | Other | 1.45% | 13,883 | -1,014 | -6.81% | $10,396,812 |
| CLOROX CO DEL | CLX | Consumer Defensive | 1.25% | 94,026 | +40,989 | +77.28% | $8,973,881 |
| ISHARES TR | IUSV | Other | 1.25% | 81,196 | +4,565 | +5.96% | $8,943,746 |
| AMERICAN CENTY ETF TR | AVLC | Other | 1.15% | 91,889 | +4,449 | +5.09% | $8,266,361 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.12% | 181,125 | +82,655 | +83.94% | $8,034,726 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.09% | 15,609 | +1,059 | +7.28% | $7,810,678 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.96% | 9,010 | -5,097 | -36.13% | $6,875,891 |
| ISHARES TR | AGG | Other | 0.80% | 58,191 | +157 | +0.27% | $5,759,715 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.77% | 57,073 | -1,357 | -2.32% | $5,506,977 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.70% | 15,294 | +806 | +5.56% | $5,006,127 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.67% | 43,463 | +28,291 | +186.47% | $4,823,851 |
| ISHARES TR | IEFA | Other | 0.65% | 48,375 | -940 | -1.91% | $4,672,100 |
Showing 30 of 251 holdings in the latest reporting period.