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
$27B
$600,000 0.1% of portfolio
2,368
Q4 2025 Reduced 17.2%
$319B
$549,000 0.1% of portfolio
7,064
Q4 2025 Reduced 11.78%
$533B
$568,000 0.1% of portfolio
1,746
Q4 2025 Reduced 7.57%
$15.1B
$515,000 0.09% of portfolio
3,937
Q4 2025 Added 84.58%
$19.9B
$499,000 0.09% of portfolio
5,806
Q4 2025 Reduced 51.78%
$1.54B
$526,000 0.09% of portfolio
21,614
Q4 2025 Added 8.79%
$414B
$527,000 0.09% of portfolio
2,254
Q4 2025 Reduced 9.3%
$182B
$488,000 0.08% of portfolio
756
Q4 2025 Added 0.53%
$266B
$451,000 0.08% of portfolio
1,521
Q4 2025 Reduced 2.87%
$222B
$441,000 0.08% of portfolio
778
Q4 2025 Reduced 31.03%
$0
$402,000 0.07% of portfolio
36,696
Q4 2025 Added 1.53%
$328B
$386,000 0.07% of portfolio
1,288
Q4 2025 Added 3.95%
$26.6B
$377,000 0.07% of portfolio
2,960
Q4 2025 Reduced 21.98%
$168B
$384,000 0.07% of portfolio
4,487
Q4 2025 Added 8.64%
$303B
$388,000 0.07% of portfolio
2,510
Q4 2025 Reduced 14.89%
$140B
$382,000 0.07% of portfolio
1,086
Q4 2025 Added 0.56%
$12.8B
$318,000 0.06% of portfolio
2,418
Q4 2025 Reduced 4.77%
$39.1B
$325,000 0.06% of portfolio
1,387
Q4 2025 Reduced 9.05%
$346B
$355,000 0.06% of portfolio
2,436
Q4 2025 Added 35.79%
$270B
$339,000 0.06% of portfolio
2,128
Q4 2025 Reduced 1.71%
$269B
$318,000 0.06% of portfolio
1,477
Q4 2025 Reduced 2.25%
$7.75B
$332,000 0.06% of portfolio
2,805
Q4 2025 New
$6.2B
$351,000 0.06% of portfolio
3,557
Q4 2025 Reduced 0.53%
$306B
$349,000 0.06% of portfolio
4,943
Q4 2025 Added 45.17%
$159B
$297,000 0.05% of portfolio
608
Q4 2025 Reduced 0.49%
$258B
$300,000 0.05% of portfolio
1,709
Q4 2025 Added 1.61%
$141B
$265,000 0.05% of portfolio
10,582
Q4 2025 Added 6.93%
$6.09B
$277,000 0.05% of portfolio
4,150
Q2 2025 Reduced 5.68%
$79.6B
$275,000 0.05% of portfolio
2,060
Q4 2025 Added 3.52%
$172B
$284,000 0.05% of portfolio
6,949
Q4 2025 Reduced 14.11%
$255B
$281,000 0.05% of portfolio
825
Q4 2025 Reduced 1.08%
$54.5B
$286,000 0.05% of portfolio
1,500
Q4 2025 Reduced 18.57%
$300B
$261,000 0.05% of portfolio
816
Q4 2025 Reduced 18.64%
$170B
$281,000 0.05% of portfolio
1,924
Q4 2025 Added 0.89%
$67.3B
$277,000 0.05% of portfolio
965
Q4 2025 Reduced 3.88%
$18.5B
$305,000 0.05% of portfolio
4,125
Q4 2025 Added 11.85%
$0
$261,000 0.05% of portfolio
21,874
Q4 2025 Added 1.77%
$268B
$273,000 0.05% of portfolio
1,107
Q4 2025 Reduced 12.07%
$235B
$260,000 0.05% of portfolio
2,809
Q4 2025 New
$70.2B
$267,000 0.05% of portfolio
8,290
Q4 2025 Added 1.38%
$56.3B
$282,000 0.05% of portfolio
17,848
Q4 2025 Reduced 6.49%
$1.21B
$216,000 0.04% of portfolio
1,971
Q4 2025 New
$72.7B
$252,000 0.04% of portfolio
188
Q4 2025 Reduced 0.53%
$37.2B
$239,000 0.04% of portfolio
401
Q4 2025 Added 1.78%
$317B
$257,000 0.04% of portfolio
3,090
Q4 2025 Reduced 1.34%
$98.1B
$203,000 0.04% of portfolio
1,468
Q4 2025 Reduced 5.05%
$53.8B
$250,000 0.04% of portfolio
1,220
Q4 2025 New
$103B
$223,000 0.04% of portfolio
1,860
Q4 2025 Reduced 2.52%
$104B
$240,000 0.04% of portfolio
4,133
Q4 2025 Reduced 12.21%

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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