§ 13F · FUND PROFILE
Canvas Wealth Advisors, LLC.
AUM · $717M (13F)Positions · 251Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CTOS | CUSTOM TRUCK ONE SOURCE INC | 5.98M | $71M | 9.9% | −15% |
| 2 | GOOGL | ALPHABET INC | 114K | $41M | 5.7% | −2% |
| 3 | ITOT | ISHARES TR | 192K | $32M | 4.4% | +4% |
| 4 | AAPL | APPLE INC | 107K | $31M | 4.3% | +1% |
| 5 | MSFT | MICROSOFT CORP | 82K | $31M | 4.3% | +13% |
| 6 | AMZN | AMAZON COM INC | 121K | $29M | 4.0% | +8% |
| 7 | AMD | ADVANCED MICRO DEVICES INC | 40K | $23M | 3.3% | −21% |
| 8 | NVDA | NVIDIA CORPORATION | 115K | $23M | 3.2% | −5% |
| 9 | IUSG | ISHARES TR | 102K | $19M | 2.7% | +2% |
| 10 | TSLA | TESLA INC | 43K | $18M | 2.5% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CANVAS SIGNAL
AC read
Canvas Wealth Advisors, LLC is a Other fund managing $717 million in assets. The fund runs a broad portfolio of 251 positions.
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