Canvas Wealth Advisors Q2 2026 Portfolio Activity: Major Purchases and Sales Observed

Introduction: Canvas Wealth Advisors Portfolio Update

Last quarter, from May to June 2026, Canvas Wealth Advisors LLC, a registered investment advisor, managed substantial changes in its portfolio holdings. This analysis focuses on observable buying and selling activities during this period.

Significant Purchases Observed by Canvas Wealth Advisors

Canvas demonstrated strong conviction in certain areas during Q2 2026, evidenced by large increases or new positions established:

• CLX (Consumer Defensive): The firm significantly boosted its position in Clorox Company, increasing shares and allocation by 77.28%. This suggests confidence in the consumer staples sector.
• DFAC (Unknown): A major addition was Dimensional ETF Trust, specifically DFAC, which saw a staggering 83.94% increase in shares held during the quarter.
• KMB (Consumer Defensive): Kimberly-Clark Corporation also received significant attention, with a substantial 186.47% increase in shares held by Canvas.
• VUG (Unknown): The investment advisor added exposure to Vanguard Index Funds, specifically VUG, increasing its position by a remarkable 463.43% in terms of allocation.

Notable Sales and Reductions by Canvas Wealth Advisors

In contrast to the buying activity, Canvas also reduced or exited positions during Q2:

• FESM (Unknown): The firm disposed of a significant portion of its holdings in Fidelity Covington Trust, FESM, which experienced an 83.94% reduction in shares held.
• MRTN (Industrials): Marten Transport Ltd saw a major reduction, with Canvas decreasing its position by 82.78%.
• CTOS (Industrials): The firm also sold shares of Custom Truck One Source Inc, CTOS, which decreased by 14.77%.
• GOOGL (Communication Services): There was a slight reduction in Alphabet Inc shares held by Canvas, down 2.38%.

Detailed Analysis of Portfolio Changes: Technology Sector Focus

The Technology sector allocation within Canvas' portfolio remained a significant component but showed mixed signals:

• CTOS (Industrials): A large sale was observed, reducing the position by 14.77%.
• GOOGL (Communication Services): The well-known tech giant saw a small decrease of 2.38% in its allocation.
• AAPL (Technology): Apple Inc maintained its position, with only minor share increases (+1.3%) and no change in allocation percentage.
• MSFT (Technology): Microsoft Corp saw a small increase of 13.13% in shares held during the quarter.
• NVDA (Technology): The position in NVIDIA Corporation remained unchanged, with no change reported and allocation stable at 3.21%.
• New Addition: UBER (Technology): A noteworthy development was the establishment of a new position in Uber Technologies Inc, UBER, with an allocation increase of 19.53%.
• Other Tech Holds: TOST (Technology): The firm also added shares in Toast Inc, increasing its position by 100% during the quarter.

Additional Portfolio Dynamics Observed This Quarter

Canvas' portfolio also reflected changes in other sectors and types of holdings:

• Industrials (Other): Besides CTOS, the firm disposed of MRTN (-82.78%) but maintained its position in another Industrials stock, IUSG.
• Consumer Cyclical: The allocation remained relatively stable at 7.75%, with sales observed in TSLA (-4.68%) and purchases noted for AMZN (+3.21% weight).
• Communication Services: GOOGL was the primary mover, slightly reduced.
• Consumer Defensive (Other): In addition to CLX and KMB, Canvas disposed of FBND (-80%) but added IUSG (+3.9% allocation).
• ETF Holdings: Beyond DFAC and VUG, the firm held onto ITOT (+4.41%), increased its position in DFAI (though not listed as a significant buy), and disposed of several Dimensional ETFs.

Overall Observations on Canvas' Q2 Activity

The portfolio activity observed by Canvas Wealth Advisors during the second quarter of 2026 highlights both strategic buying and selling. The firm appears to have focused heavily on consumer staples (CLX, KMB) and Dimensional funds (DFAC), while reducing exposure in certain industrials (MRTN) and Technology stocks like CTOS and GOOGL.

Furthermore, the establishment of a new position in UBER indicates exploration into different tech segments. The overall portfolio structure shows diversification across various sectors and asset types, including ETFs and Dimensional funds, which are common for institutional investors seeking broad exposure or specific strategies.