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

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%
$0
$25.3 Million 4.4% of portfolio
173,190
Q4 2025 Added 1.64%
$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%
$0
$19.9 Million 3.45% of portfolio
29,396
Q4 2025 Added 2.2%
$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%
$0
$16.7 Million 2.89% of portfolio
100,956
Q4 2025 Reduced 0.29%
$0
$14.6 Million 2.54% of portfolio
112,536
Q4 2025 Added 2.01%
$388B
$12.7 Million 2.21% of portfolio
52,862
Q4 2025 Reduced 10.24%
$0
$12.4 Million 2.15% of portfolio
154,314
Q4 2025 Added 6.1%
$0
$11 Million 1.92% of portfolio
405,333
Q4 2025 Reduced 1.26%
$169B
$10.9 Million 1.88% of portfolio
12,989
Q4 2025 Added 1,995.0%
$0
$10.3 Million 1.78% of portfolio
16,621
Q4 2025 Added 2.78%
$61.4B
$9.16 Million 1.59% of portfolio
44,634
Q4 2025 Added 14.03%
$0
$7.55 Million 1.31% of portfolio
74,468
Q4 2025 Added 3.22%
$662B
$7.13 Million 1.24% of portfolio
14,013
Q4 2025 Added 4.93%
$0
$5.54 Million 0.96% of portfolio
55,444
Q4 2025 Added 9.34%
$0
$5.36 Million 0.93% of portfolio
60,341
Q4 2025 Added 2.61%
$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%
$0
$5.31 Million 0.92% of portfolio
72,857
Q4 2025 Added 79.69%
$91.4B
$4.67 Million 0.81% of portfolio
28,222
Q4 2025 Reduced 3.33%
$881B
$4.37 Million 0.76% of portfolio
14,554
Q4 2025 Added 14.64%
$0
$3.91 Million 0.68% of portfolio
8,077
Q4 2025 Reduced 3.17%
$0
$3.79 Million 0.66% of portfolio
34,740
Q4 2025 Reduced 2.14%
$0
$3.68 Million 0.64% of portfolio
47,475
Q4 2025 Added 8.51%
$0
$3.7 Million 0.64% of portfolio
11,217
Q4 2025 Added 0.65%
$139B
$3.42 Million 0.59% of portfolio
9,974
Q4 2025 Reduced 2.82%
$0
$3.3 Million 0.57% of portfolio
65,155
Q4 2025 Added 18.09%
$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%
$0
$3.03 Million 0.53% of portfolio
40,387
Q4 2025 Added 5.59%
$453B
$3.02 Million 0.52% of portfolio
4
Q2 2024 Reduced 33.33%
$0
$3.02 Million 0.52% of portfolio
65,316
Q4 2025 Added 20.28%
$0
$2.97 Million 0.51% of portfolio
11,873
Q4 2025 Reduced 0.22%
$279B
$2.7 Million 0.47% of portfolio
26,214
Q4 2025 Added 19.8%
$0
$2.65 Million 0.46% of portfolio
27,145
Q4 2025 Reduced 6.35%
$79.2B
$2.55 Million 0.44% of portfolio
40,572
Q4 2025 Added 2.66%
$0
$2.2 Million 0.38% of portfolio
20,556
Q4 2025 Reduced 2.71%
$0
$2.13 Million 0.37% of portfolio
10,702
Q2 2023 Reduced 0.58%
$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%

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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