Canvas Wealth Advisors, LLC Portfolio Holdings

Canvas Wealth Advisors, LLC

  • $576 Million
  • Q4 2025

Canvas Wealth Advisors, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $576 Million distributed in 222 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Custom Truck One Source, Inc. with a value of $40.8M, Alphabet Inc. with a value of $32.9M, Microsoft Corp with a value of $32.6M, Apple Inc. with a value of $28.4M, and Ishares Core S&P Total U.S. St with a value of $25.3M.

Examining the 13F form we can see an increase of $45.7M in the current position value, from $530M to 576M.

Below you can find more details about Canvas Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $576 Million
ETFs: $211 Million
Technology: $174 Million
Industrials: $51.5 Million
Consumer Cyclical: $48.4 Million
Communication Services: $40.7 Million
Financial Services: $24 Million
Consumer Defensive: $13 Million
Healthcare: $6.3 Million
Other: $5.22 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.44B
$40.8 Million 7.09% of portfolio
7,050,221
Q4 2025 Added 48.53%
$1.65T
$32.9 Million 5.7% of portfolio
118,880
Q4 2025 Reduced 0.91%
$3.78T
$32.6 Million 5.65% of portfolio
64,175
Q4 2025 Added 2.94%
$4.3T
$28.4 Million 4.93% of portfolio
106,104
Q4 2025 Reduced 1.03%
$465B
$22.4 Million 3.89% of portfolio
120,177
Q4 2025 Reduced 1.79%
$2.39T
$21 Million 3.64% of portfolio
89,292
Q4 2025 Added 9.16%
$342B
$20.3 Million 3.52% of portfolio
116,533
Q4 2025 Reduced 6.97%
$1.29T
$17.6 Million 3.06% of portfolio
43,094
Q4 2025 Added 4.65%
$181B
$17.4 Million 3.02% of portfolio
189,848
Q4 2025 Added 2.29%
$388B
$12.7 Million 2.21% of portfolio
52,862
Q4 2025 Reduced 10.24%
$169B
$10.9 Million 1.88% of portfolio
12,989
Q4 2025 Added 1,995.0%
$61.4B
$9.16 Million 1.59% of portfolio
44,634
Q4 2025 Added 14.03%
$662B
$7.13 Million 1.24% of portfolio
14,013
Q4 2025 Added 4.93%
$115B
$5.34 Million 0.93% of portfolio
9,935
Q4 2025 Added 1.06%
$12.8B
$5.31 Million 0.92% of portfolio
51,217
Q4 2025 Added 47.23%
$91.4B
$4.67 Million 0.81% of portfolio
28,222
Q4 2025 Reduced 3.33%
$139B
$3.42 Million 0.59% of portfolio
9,974
Q4 2025 Reduced 2.82%
$103B
$3.3 Million 0.57% of portfolio
1,609
Q4 2025 Added 21.99%
$1.74T
$3.14 Million 0.55% of portfolio
11,002
Q4 2025 Reduced 0.84%
$102B
$3.17 Million 0.55% of portfolio
25,855
Q4 2025 Added 1,495.0%
$1.37T
$3.11 Million 0.54% of portfolio
5,105
Q4 2025 Added 17.17%
$453B
$3.02 Million 0.52% of portfolio
4
Q2 2024 Reduced 33.33%
$279B
$2.7 Million 0.47% of portfolio
26,214
Q4 2025 Added 19.8%
$79.2B
$2.55 Million 0.44% of portfolio
40,572
Q4 2025 Added 2.66%
$405B
$2.04 Million 0.35% of portfolio
1,996
Q4 2025 Reduced 12.07%
$404B
$1.92 Million 0.33% of portfolio
2,108
Q4 2025 Added 19.37%
$1.28B
$1.66 Million 0.29% of portfolio
71,539
Q4 2025 New
$7.28B
$1.51 Million 0.26% of portfolio
5,199
Q4 2025 Added 706.05%
$971B
$1.46 Million 0.25% of portfolio
1,432
Q4 2025 Added 3.77%
$174B
$1.23 Million 0.21% of portfolio
8,407
Q4 2025 Added 1.17%
$224B
$1.08 Million 0.19% of portfolio
3,540
Q4 2025 Reduced 1.67%
$1.46T
$1.06 Million 0.18% of portfolio
3,773
Q4 2025 Added 3.63%
$2.51B
$1.06 Million 0.18% of portfolio
23,084
Q4 2025 Added 11.77%
$61.4B
$929,000 0.16% of portfolio
2,165
Q4 2025 Reduced 6.8%
$593B
$900,000 0.16% of portfolio
4,096
Q4 2025 Reduced 2.2%
$512B
$869,000 0.15% of portfolio
1,619
Q4 2025 Reduced 3.69%
$167B
$822,000 0.14% of portfolio
8,946
Q4 2025 Reduced 1.37%
$367B
$831,000 0.14% of portfolio
2,323
Q4 2025 Reduced 9.51%
$522B
$772,000 0.13% of portfolio
3,871
Q4 2025 Reduced 4.77%
$35.1B
$737,000 0.13% of portfolio
7,094
Q4 2025 Reduced 17.72%
$788M
$742,000 0.13% of portfolio
76,391
Q4 2025 Added 23.13%
$79.1B
$694,000 0.12% of portfolio
4,931
Q4 2025 Reduced 3.8%
$136B
$664,000 0.12% of portfolio
1,844
Q4 2025 Reduced 1.28%
$49.1B
$692,000 0.12% of portfolio
6,276
Q4 2025 Added 520.77%
$413B
$685,000 0.12% of portfolio
13,315
Q4 2025 Reduced 3.93%
$52.5B
$656,000 0.11% of portfolio
38,594
Q3 2025 New
$291B
$566,000 0.1% of portfolio
1,027
Q4 2025 Added 0.69%
$1.57B
$556,000 0.1% of portfolio
10,729
Q4 2025 Added 6.14%
$490B
$555,000 0.1% of portfolio
4,723
Q4 2025 Added 6.09%

Summary

  • Portfolio
  • No. of Stocks 222
  • Current Value $576 Million
  • Prior Value $530 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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