Canvas Wealth Advisors, LLC
CIK 1858782 · View on SEC EDGAR ↗
- Portfolio value
- $588.0M
- Positions
- 240
- As of
- March 31, 2026 Data as of Q1 2026
#3,420 of 9,443 by 13F value · top 36.2%
Portfolio value QoQ: -0.2% 13F does not disclose cash
- Top 10 holdings weight
- 43.24%
- Top 25 holdings weight
- 67.78%
- Positions above 1%
- 22
- Effective number of positions
- 37.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 5.84% Est. buys $62,779,108 · sells $34,373,779
Median holding: 5.0 quarters Tracked Q1 2025–Q1 2026 · 85.1% still held
- New positions
- 38
- Increased
- 100
- Decreased
- 87
- Closed
- 20
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
22.3%
Industrials
11.7%
Communication Services
6.9%
Retail
5.7%
Consumer Discretionary
3.5%
Consumer products
1.4%
Financials
1.3%
Healthcare
1.3%
Financial Services
1.2%
Energy
0.5%
Utilities
0.3%
Consumer Staples
0.3%
Telecommunication
0.2%
Communications
0.1%
Real Estate
0.1%
Materials
0.1%
Packaging
0.0%
Other/Unmapped
43.0%
Full portfolio 240 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CTOS Custom Truck One Source, Inc. Common Stock | $46,118,286 | 7.84% | 7,019,526 | $5,509,013 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $33,661,223 | 5.73% | 117,058 | $-3,548,069 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $26,969,086 | 4.59% | 72,856 | $-4,067,252 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $26,779,844 | 4.55% | 105,520 | $-2,065,471 | Down ×2 | ||
| ITOT | $26,381,476 | 4.49% | 185,224 | $629,874 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $23,260,508 | 3.96% | 111,684 | $2,650,039 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $21,232,683 | 3.61% | 121,740 | $-1,180,339 | Up ×1 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $17,742,049 | 3.02% | 121,288 | $-2,971,692 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $16,688,229 | 2.84% | 44,891 | $-2,692,005 | Up ×4 | ||
| IUSG iShares Core S&P U.S. Growth ETF | $15,417,876 | 2.62% | 99,400 | $-1,536,725 | Down ×3 | ||
| AVDE | $15,073,302 | 2.56% | 177,667 | $2,370,165 | Up ×4 | ||
| UBER Uber Technologies, Inc. Common Stock | $14,392,546 | 2.45% | 200,091 | $-1,119,934 | Up ×3 | ||
| GSLC | $14,196,731 | 2.41% | 113,456 | $-699,707 | Up ×4 | ||
| SCHD | $11,934,923 | 2.03% | 389,013 | $816,639 | Down ×2 | ||
| IJR | $11,346,555 | 1.93% | 91,276 | $122,632 | Down ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $10,335,774 | 1.76% | 50,808 | $-985,152 | Down ×4 | ||
| VOO | $9,983,283 | 1.70% | 16,707 | $-439,952 | Up ×3 | ||
| IVV | $9,731,119 | 1.66% | 14,897 | $-10,403,476 | Down ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $8,906,906 | 1.51% | 55,557 | $685,324 | Up ×4 | ||
| IUSV iShares Core S&P U.S. Value ETF | $7,835,566 | 1.33% | 76,631 | $199,585 | Up ×4 | ||
| BRKB | $6,972,207 | 1.19% | 14,550 | $-71,267 | Up ×4 | ||
| AVLC | $6,780,972 | 1.15% | 87,440 | Up ×1 | |||
| AGG | $5,761,010 | 0.98% | 58,034 | $223,252 | Up ×4 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $5,507,514 | 0.94% | 14,107 | $850,383 | Up ×3 | ||
| CLX Clorox Company (The) Common Stock | $5,496,181 | 0.93% | 53,037 | $331,934 | Up ×4 | ||
| AVEM | $4,708,261 | 0.80% | 58,430 | $1,051,707 | Up ×2 | ||
| IEFA | $4,464,512 | 0.76% | 49,315 | $-933,614 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $4,261,738 | 0.72% | 14,488 | $-427,795 | Down ×1 | ||
| FBND | $4,144,309 | 0.70% | 90,568 | $1,119,721 | Up ×4 | ||
| BINC | $4,099,718 | 0.70% | 78,947 | $-969,180 | Down ×1 | ||
| VTI | $3,831,118 | 0.65% | 11,942 | $70,463 | Up ×4 | ||
| DFAC | $3,826,544 | 0.65% | 98,470 | $3,330,521 | Up ×2 | ||
| VUG | $3,720,624 | 0.63% | 8,518 | $-219,850 | Up ×1 | ||
| JMST | $3,636,556 | 0.62% | 71,333 | $2,237,865 | Up ×3 | ||
| DFUS | $3,348,407 | 0.57% | 47,221 | $-2,055,379 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $3,236,765 | 0.55% | 25,992 | $311,128 | Down ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,232,360 | 0.55% | 5,650 | $-137,079 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,226,438 | 0.55% | 11,247 | $-226,051 | Up ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3,190,866 | 0.54% | 41,381 | $144,057 | Up ×2 | ||
| AVUV | $3,168,832 | 0.54% | 28,685 | $400,548 | Up ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3,139,690 | 0.53% | 10,144 | $-312,202 | Up ×1 | ||
| VB | $3,122,086 | 0.53% | 11,920 | $59,479 | Up ×1 | ||
| MELI MercadoLibre, Inc. - Common Stock | $3,096,675 | 0.53% | 1,791 | $-144,269 | Up ×3 | ||
| JPST | $2,930,922 | 0.50% | 57,912 | $-376,944 | Down ×1 | ||
| BRKA | $2,872,560 | 0.49% | 4 | $-146,640 | |||
| HOOD Robinhood Markets, Inc. - Class A Common Stock | $2,828,087 | 0.48% | 40,809 | $-96,114 | Up ×2 | ||
| AVUS | $2,756,400 | 0.47% | 24,792 | $-1,126,821 | Down ×3 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $2,301,806 | 0.39% | 1,743 | $166,743 | Down ×4 | ||
| MUB | $2,115,449 | 0.36% | 19,929 | $-86,327 | Down ×2 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,067,757 | 0.35% | 2,075 | $249,802 | Down ×1 | ||
| MINO | $2,025,649 | 0.34% | 44,845 | Up ×1 | |||
| IYW | $1,941,557 | 0.33% | 10,702 | $-195,418 | |||
| NOW ServiceNow, Inc. Common Stock | $1,855,867 | 0.32% | 17,751 | $-133,918 | Up ×2 | ||
| VTV | $1,802,183 | 0.31% | 9,185 | $102,415 | Up ×1 | ||
| AVAV AeroVironment, Inc. - Common Stock | $1,662,567 | 0.28% | 9,083 | $404,981 | Up ×2 | ||
| NKE Nike, Inc. Common Stock | $1,525,802 | 0.26% | 28,574 | $-1,074,429 | Down ×1 | ||
| KMB Kimberly-Clark Corporation - Common Stock | $1,480,816 | 0.25% | 15,172 | $753,564 | Up ×1 | ||
| SHYG | $1,462,009 | 0.25% | 34,555 | $75,529 | Up ×1 | ||
| VBK | $1,427,010 | 0.24% | 4,721 | $17,162 | Up ×4 | ||
| IWD | $1,384,582 | 0.24% | 6,480 | $21,579 | |||
| VEA | $1,380,437 | 0.23% | 21,542 | $21,003 | Down ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,370,081 | 0.23% | 4,043 | $223,545 | Up ×2 | ||
| DFIC | $1,363,428 | 0.23% | 38,374 | $994,465 | Up ×3 | ||
| SPY SPY | $1,333,294 | 0.23% | 2,050 | $30,043 | Up ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1,318,981 | 0.22% | 1,434 | $-219,996 | Up ×2 | ||
| BOXX | $1,272,213 | 0.22% | 10,940 | $253,578 | Up ×2 | ||
| AVIV | $1,253,999 | 0.21% | 16,758 | $370,564 | Up ×1 | ||
| FESM | $1,223,453 | 0.21% | 32,196 | $42,664 | Up ×1 | ||
| DUHP | $1,138,715 | 0.19% | 30,977 | Up ×1 | |||
| VNQ | $1,130,344 | 0.19% | 12,743 | $187,546 | Up ×1 | ||
| DFSV | $1,101,798 | 0.19% | 31,444 | Up ×1 | |||
| EFG | $1,086,308 | 0.18% | 9,754 | $-35,431 | Down ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $1,080,471 | 0.18% | 1,968 | $166,711 | Down ×2 | ||
| MCD McDonald's Corporation Common Stock | $1,063,421 | 0.18% | 3,422 | $-18,406 | Down ×2 | ||
| EQPT EquipmentShare.com Inc - Class A Common Stock | $1,058,283 | 0.18% | 51,953 | Up ×1 | |||
| VV | $1,040,297 | 0.18% | 3,481 | $790,346 | Up ×1 | ||
| DFEM | $1,036,880 | 0.18% | 30,011 | $481,268 | Up ×4 | ||
| COWZ | $1,029,800 | 0.18% | 16,461 | Up ×1 | |||
| CWT California Water Service Group Common Stock | $1,025,775 | 0.17% | 22,624 | $25,542 | Down ×1 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $980,157 | 0.17% | 8,263 | $-373,118 | Down ×1 | ||
| MRTN Marten Transport, Ltd. - Common Stock | $966,559 | 0.16% | 73,615 | $97,228 | Down ×1 | ||
| PSQA | $943,522 | 0.16% | 46,161 | Up ×1 | |||
| JNJ Johnson & Johnson Common Stock | $886,413 | 0.15% | 3,626 | $85,247 | Down ×2 | ||
| MMM 3M Company Common Stock | $862,870 | 0.15% | 5,941 | $-3,655,480 | Down ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $836,897 | 0.14% | 4,933 | $268,556 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $830,440 | 0.14% | 1,662 | $-93,820 | Up ×1 | ||
| RSP | $829,629 | 0.14% | 4,323 | $-7,112 | Down ×4 | ||
| HYMB | $775,960 | 0.13% | 31,289 | $193,925 | Up ×1 | ||
| AVDV | $769,056 | 0.13% | 7,701 | Up ×1 | |||
| FBCG | $754,011 | 0.13% | 15,044 | $201,602 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $746,330 | 0.13% | 2,269 | $-52,931 | Down ×3 | ||
| ET Energy Transfer LP Common Units | $746,107 | 0.13% | 38,658 | $109,689 | Up ×1 | ||
| VBR | $745,945 | 0.13% | 3,434 | $104,565 | Up ×1 | ||
| SMMU | $743,633 | 0.13% | 14,740 | Up ×1 | |||
| FBTC | $738,672 | 0.13% | 12,514 | $-132,294 | Up ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $730,531 | 0.12% | 3,415 | $294,908 | Up ×3 | ||
| IEMG | $715,059 | 0.12% | 10,252 | $-445,837 | Down ×1 | ||
| VGT | $711,731 | 0.12% | 1,020 | $459,907 | Up ×1 | ||
| IJH | $686,037 | 0.12% | 10,159 | $-369,765 | Down ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $677,377 | 0.12% | 7,045 | $88,939 | Up ×4 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| ITOT | $26,381,476 | 4.49% | up ×4 |
| AMZN | $23,260,508 | 3.96% | up ×4 |
| TSLA | $16,688,229 | 2.84% | up ×4 |
| AVDE | $15,073,302 | 2.56% | up ×4 |
| UBER | $14,392,546 | 2.45% | up ×3 |
| GSLC | $14,196,731 | 2.41% | up ×4 |
| VOO | $9,983,283 | 1.70% | up ×3 |
| PANW | $8,906,906 | 1.51% | up ×4 |
| IUSV | $7,835,566 | 1.33% | up ×4 |
| BRKB | $6,972,207 | 1.19% | up ×4 |
| AGG | $5,761,010 | 0.98% | up ×4 |
| CRWD | $5,507,514 | 0.94% | up ×3 |
| CLX | $5,496,181 | 0.93% | up ×4 |
| FBND | $4,144,309 | 0.70% | up ×4 |
| VTI | $3,831,118 | 0.65% | up ×4 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AVLC | $6,780,972 | 87,440 | 1.15% |
| MINO | $2,025,649 | 44,845 | 0.34% |
| DUHP | $1,138,715 | 30,977 | 0.19% |
| DFSV | $1,101,798 | 31,444 | 0.19% |
| EQPT | $1,058,283 | 51,953 | 0.18% |
| COWZ | $1,029,800 | 16,461 | 0.18% |
| PSQA | $943,522 | 46,161 | 0.16% |
| AVDV | $769,056 | 7,701 | 0.13% |
| SMMU | $743,633 | 14,740 | 0.13% |
| QGEN | $634,173 | 15,838 | 0.11% |
| MASI | $567,583 | 3,191 | 0.10% |
| AVMC | $566,289 | 7,839 | 0.10% |
| MDY | $503,276 | 816 | 0.09% |
| QQQM | $487,820 | 2,053 | 0.08% |
| MHD | $455,890 | 40,204 | 0.08% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| IVV | Trimmed | -14K | -$10.4M |
| CTOS | Trimmed | -31K | +$5.5M |
| MSFT | Bought more | +9K | -$4.1M |
| GOOGL | Trimmed | -2K | -$3.5M |
| PLTR | Bought more | +5K | -$3.0M |
| TSLA | Bought more | +2K | -$2.7M |
| AMZN | Bought more | +22K | +$2.7M |
| AVDE | Bought more | +23K | +$2.4M |
| JMST | Bought more | +44K | +$2.2M |
| AAPL | Trimmed | -584 | -$2.1M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ONEQ | March 31, 2026 | 10,970 | $1,002,621 | |
| SPDW | March 31, 2026 | 15,565 | $691,242 | No longer tracked |
| INFA | Dec. 31, 2025 | 24,222 | $603,612 | No longer tracked |
| AHL | March 31, 2026 | 15,963 | $592,227 | No longer tracked |
| HTO | March 31, 2026 | 10,729 | $525,636 | 8.5% |
| WAT | Dec. 31, 2025 | 1,489 | $488,973 | 9.2% |
| CVGW | June 30, 2025 | 15,088 | $418,695 | No longer tracked |
| UNH | June 30, 2025 | 966 | $412,763 | 25.8% |
| QGENXXXX | March 31, 2026 | 9,030 | $406,062 | No longer tracked |
| BYM | March 31, 2026 | 36,696 | $401,451 | No longer tracked |
| TTWO | March 31, 2026 | 1,387 | $355,210 | 18.7% |
| DHR | June 30, 2025 | 1,737 | $333,626 | 8.6% |
| HOLX | March 31, 2026 | 4,125 | $307,271 | No longer tracked |
| NOC | Sept. 30, 2025 | 535 | $304,236 | -5.1% |
| MDLZ | Dec. 31, 2025 | 4,554 | $285,421 | 19.9% |
| IEX | Dec. 31, 2025 | 1,639 | $273,713 | 31.1% |
| CRM | March 31, 2026 | 1,019 | $269,943 | 10.2% |
| UNH | March 31, 2026 | 816 | $269,399 | 45.0% |
| ULST | Sept. 30, 2025 | 6,500 | $263,900 | No longer tracked |
| FETH | Dec. 31, 2025 | 5,766 | $260,613 | No longer tracked |
| IGV | Sept. 30, 2025 | 2,239 | $252,738 | No longer tracked |
| XRAY | Sept. 30, 2025 | 15,649 | $251,473 | -13.8% |
| MLM | March 31, 2026 | 401 | $249,781 | -10.5% |
| LIN | Dec. 31, 2025 | 528 | $246,437 | 14.3% |
| GBIL | Sept. 30, 2025 | 2,450 | $245,270 | No longer tracked |
| HSIC | March 31, 2026 | 3,202 | $242,007 | 21.3% |
| MRK | Sept. 30, 2025 | 2,762 | $232,174 | 79.2% |
| ROG | Sept. 30, 2025 | 3,496 | $231,260 | 60.3% |
| GPIQ | March 31, 2026 | 4,300 | $227,341 | |
| ISRG | Sept. 30, 2025 | 457 | $225,735 | -11.7% |
| ZS | Dec. 31, 2025 | 720 | $219,895 | -18.7% |
| MKC | Sept. 30, 2025 | 3,047 | $218,196 | -15.5% |
| T | Dec. 31, 2025 | 8,056 | $217,991 | 1.6% |
| BN | March 31, 2026 | 4,680 | $214,765 | 3.9% |
| DKNG | Sept. 30, 2025 | 4,850 | $214,758 | -30.3% |
| DEO | March 31, 2026 | 2,459 | $212,138 | 25.6% |
| KNX | June 30, 2025 | 5,424 | $211,717 | 55.6% |
| XYZ | June 30, 2025 | 3,863 | $209,877 | 19.1% |
| MAR | Sept. 30, 2025 | 748 | $206,291 | 37.3% |
| ADP | Sept. 30, 2025 | 663 | $203,468 | -4.8% |
| VT | Dec. 31, 2025 | 1,463 | $203,460 | No longer tracked |
| PLD | March 31, 2026 | 1,588 | $202,724 | 7.1% |
| DHI | March 31, 2026 | 1,400 | $201,620 | 8.7% |
| VCIT | March 31, 2026 | 2,400 | $201,000 | |
| EMR | Sept. 30, 2025 | 1,343 | $200,752 | 18.5% |
| ABT | Dec. 31, 2025 | 1,489 | $200,405 | -8.3% |
| BBEU | March 31, 2026 | 2,730 | $200,109 | No longer tracked |
| AVO | June 30, 2025 | 14,905 | $156,204 | 13.0% |
| SLQT | March 31, 2026 | 15,000 | $21,150 | 23.9% |