Canvas Wealth Advisors, LLC

CIK

1858782

Location

SHAWNEE, KS

Portfolio Value

Small $343,402,813

Diversification

Diversified

Filing Date

Global Rank

#3,215 / 8,592 ▲ 3

Top Industry

Software - Infrastructure 17.6%

3Y Alpha vs SPY

+3.3%

Period ended 3 months ago

Filed Apr 28, 2026 · 52d

21 quarters · since Mar 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+91.7%

SPY

+76.8%

Annualised alpha

+3.3%

Max drawdown

−24.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

136 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.4%

+2.0 pts

Top 5

45.7%

+0.4 pts

Top 10

69.1%

−0.9 pts

HHI

586

Diversified+8

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	42.7%	$146,640,651	27
Industrials	16.1%	$55,221,033	16
Consumer Cyclical	14.0%	$48,097,329	12
Communication Services	11.2%	$38,556,412	6
Financial Services	6.6%	$22,777,492	28
Consumer Defensive	4.5%	$15,306,474	12
Healthcare	2.3%	$7,935,223	18
Unclassified	1.0%	$3,359,253	5
Energy	0.8%	$2,905,320	6
Utilities	0.5%	$1,688,468	3
Basic Materials	0.1%	$473,206	2
Real Estate	0.1%	$441,952	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+22,392	111,684	$23,260,426
HOOD	Robinhood Markets, Inc.	+14,954	40,809	$2,828,063
PANW	Palo Alto Networks Inc	+10,923	55,557	$8,906,898
UBER	Uber Technologies, Inc	+10,243	200,091	$14,392,545
MSFT	Microsoft Corp	+8,681	72,856	$26,969,105
KMB	Kimberly Clark Corp	+8,078	15,172	$1,463,642
NOW	ServiceNow, Inc.	+4,762	17,751	$1,855,867
PLTR	Palantir Technologies Inc.	+4,755	121,288	$17,742,008
CRWD	CrowdStrike Holdings, Inc.	+4,172	14,107	$5,507,513
AVAV	AeroVironment Inc	+3,884	9,083	$1,662,643
KKR	KKR & Co. Inc.	+2,482	4,342	$401,635
CLX	Clorox Co /De/	+1,820	53,037	$5,496,224
TSLA	Tesla, Inc.	+1,797	44,891	$16,688,229
NVDA	Nvidia Corp	+1,563	121,740	$21,231,456
PEP	Pepsico Inc	+1,369	4,102	$636,999
PFE	Pfizer Inc	+1,341	11,923	$334,797
ORLY	O Reilly Automotive Inc	+1,229	4,786	$441,795
IBIT	iShares Bitcoin Trust ETF	+1,185	5,250	$201,705
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,088	12,514	$738,701
MO	Altria Group, Inc.	+995	5,128	$338,396
SOLV	Solventum Corp	+877	8,242	$538,202
LRCX	Lam Research Corp	+874	3,415	$729,648
NFLX	Netflix Inc	+769	7,045	$677,376
META	Meta Platforms, Inc.	+545	5,650	$3,232,534
BRK-B	Berkshire Hathaway Inc	+537	14,550	$6,972,360
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BUSE	First Busey Corp /Nv/	−45,000	26,539	$670,640
CTOS	Custom Truck One Source, Inc.	−30,695	7,019,526	$46,118,285
MMM	3M Co	−22,281	5,941	$862,811
KVUE	Kenvue Inc.	−12,737	27,243	$469,669
NKE	NIKE, Inc.	−11,998	28,574	$1,509,278
MRTN	Marten Transport Ltd	−2,776	73,615	$966,564
SCHW	Schwab Charles Corp	−2,640	6,306	$592,637
WERN	Werner Enterprises Inc	−2,557	19,057	$560,466
EL	Estee Lauder Companies Inc	−2,512	3,294	$236,410
AMD	Advanced Micro Devices Inc	−2,054	50,808	$10,335,871
GOOGL	Alphabet Inc.	−1,822	117,058	$33,661,198
ATR	Aptargroup, Inc.	−976	1,829	$230,490
BAC	Bank Of America Corp /De/	−953	12,362	$602,647
FSLR	First Solar, Inc.	−943	1,425	$281,095
NU	Nu Holdings Ltd.	−614	17,234	$247,652
AAPL	Apple Inc.	−584	105,520	$26,779,920
NTRS	Northern Trust Corp	−501	2,459	$343,202
GL	Globe Life Inc.	−466	1,952	$271,659
CWT	California Water Service Group	−460	22,624	$1,025,772
MAA	Mid America Apartment Communities Inc.	−318	3,619	$441,952
CSCO	Cisco Systems, Inc.	−308	6,756	$524,198
EPD	Enterprise Products Partners L.P.	−267	8,023	$303,590
ASML	Asml Holding NV	−253	1,743	$2,302,206
JNJ	Johnson & Johnson	−245	3,626	$886,339
WMT	Walmart Inc.	−222	25,992	$3,230,285
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
EQPT	EquipmentShare.com Inc	51,953	$1,058,282
QGEN	Qiagen N.V.	15,838	$634,153
MASI	Masimo Corp	3,191	$567,583
MDY	Spdr S&P Midcap 400 ETF Trust	816	$503,276
MHD	Blackrock Muniholdings Fund, Inc.	40,204	$453,501
CVGW	Calavo Growers Inc	13,852	$357,243
GEV	GE Vernova Inc.	294	$256,632
WDC	Western Digital Corp	948	$256,424
T	At&T Inc.	8,529	$247,255
STX	Seagate Technology Holdings plc	621	$243,282
LIN	Linde PLC	487	$241,435
PSX	Phillips 66	1,291	$235,194
DGX	Quest Diagnostics Inc	1,194	$234,000
BMY	Bristol Myers Squibb Co	3,830	$232,289
LYB	LyondellBasell Industries N.V.	2,877	$231,771
USB	US Bancorp De	4,400	$228,844
LMT	Lockheed Martin Corp	364	$219,997
AMGN	Amgen Inc	622	$218,850
GILD	Gilead Sciences, Inc.	1,546	$215,466
ADBE	Adobe Inc.	864	$210,021
KLAC	Kla Corp	142	$209,082
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
HTO	H2o America	10,729	$525,613
TTWO	Take Two Interactive Software Inc	1,387	$355,113
HOLX	HOLOGIC INC	4,125	$307,271
CRM	Salesforce, Inc.	1,019	$269,943
UNH	Unitedhealth Group Inc	816	$269,369
MLM	Martin Marietta Materials Inc	401	$249,686
HSIC	Henry Schein Inc	3,202	$242,007
BN	BROOKFIELD Corp /ON/	4,680	$214,765
DEO	Diageo PLC	2,459	$212,137
PLD	Prologis, Inc.	1,588	$202,724
DHI	Horton D R Inc /De/	1,400	$201,642
SLQT	SelectQuote, Inc.	15,000	$21,150
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

136 positions · $343,402,813 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 136 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTOS	Custom Truck One Source, Inc. Industrials	Reduced	7,019,526	-30,695	$46,118,285	+13.6%	13.43%
GOOGL	Alphabet Inc. Communication Services	Reduced	117,058	-1,822	$33,661,198	−9.5%	9.80%
MSFT	Microsoft Corp Technology	Added	72,856	+8,681	$26,969,105	−13.1%	7.85%
AAPL	Apple Inc. Technology	Reduced	105,520	-584	$26,779,920	−7.2%	7.80%
AMZN	Amazon Com Inc Consumer Cyclical	Added	111,684	+22,392	$23,260,426	+12.9%	6.77%
NVDA	Nvidia Corp Technology	Added	121,740	+1,563	$21,231,456	−5.3%	6.18%
PLTR	Palantir Technologies Inc. Technology	Added	121,288	+4,755	$17,742,008	−14.3%	5.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	44,891	+1,797	$16,688,229	−13.9%	4.86%
UBER	Uber Technologies, Inc Technology	Added	200,091	+10,243	$14,392,545	−7.2%	4.19%
AMD	Advanced Micro Devices Inc Technology	Reduced	50,808	-2,054	$10,335,871	−8.7%	3.01%
PANW	Palo Alto Networks Inc Technology	Added	55,557	+10,923	$8,906,898	+8.3%	2.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,550	+537	$6,972,360	−1.0%	2.03%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	14,107	+4,172	$5,507,513	+18.3%	1.60%
CLX	Clorox Co /De/ Consumer Defensive	Added	53,037	+1,820	$5,496,224	+6.4%	1.60%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,488	-66	$4,261,790	−9.1%	1.24%
META	Meta Platforms, Inc. Communication Services	Added	5,650	+545	$3,232,534	−4.1%	0.94%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,992	-222	$3,230,285	+10.6%	0.94%
AVGO	Broadcom Inc. Technology	Added	10,144	+170	$3,139,669	−9.0%	0.91%
MELI	Mercadolibre Inc Consumer Cyclical	Added	1,791	+182	$3,096,674	−4.5%	0.90%
HOOD	Robinhood Markets, Inc. Financial Services	Added	40,809	+14,954	$2,828,063	−3.3%	0.82%
ASML	Asml Holding NV Technology	Reduced	1,743	-253	$2,302,206	+7.8%	0.67%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,075	-33	$2,067,592	+13.7%	0.60%
NOW	ServiceNow, Inc. Technology	Added	17,751	+4,762	$1,855,867	−6.7%	0.54%
AVAV	AeroVironment Inc Industrials	Added	9,083	+3,884	$1,662,643	+32.2%	0.48%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	28,574	-11,998	$1,509,278	−41.6%	0.44%
KMB	Kimberly Clark Corp Consumer Defensive	Added	15,172	+8,078	$1,463,642	+104.5%	0.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,043	+270	$1,366,331	+19.2%	0.40%
SPY	Spdr S&P 500 ETF Trust	Added	2,050	+139	$1,333,197	+2.3%	0.39%
LLY	ELI LILLY & Co Healthcare	Added	1,434	+2	$1,318,950	−14.3%	0.38%
PWR	Quanta Services, Inc. Industrials	Reduced	1,968	-197	$1,080,471	+18.2%	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,422	-118	$1,063,523	−1.7%	0.31%
EQPT	EquipmentShare.com Inc Industrials	NEW	51,953	NEW	$1,058,282	NEW	0.31%
CWT	California Water Service Group Utilities	Reduced	22,624	-460	$1,025,772	+2.6%	0.30%
SHOP	Shopify Inc. Technology	Reduced	8,263	-144	$980,157	−27.6%	0.29%
MRTN	Marten Transport Ltd Industrials	Reduced	73,615	-2,776	$966,564	+11.2%	0.28%
JNJ	Johnson & Johnson Healthcare	Reduced	3,626	-245	$886,339	+10.6%	0.26%
MMM	3M Co Industrials	Reduced	5,941	-22,281	$862,811	−80.9%	0.25%
XOM	Exxon Mobil Corp Energy	Added	4,933	+210	$836,932	+47.3%	0.24%
MA	Mastercard Inc Financial Services	Added	1,662	+43	$830,434	−10.2%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,269	-54	$746,251	−6.6%	0.22%
ET	Energy Transfer LP Energy	Added	38,658	+64	$746,099	+17.2%	0.22%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	12,514	+1,088	$738,701	−15.2%	0.22%
LRCX	Lam Research Corp Technology	Added	3,415	+874	$729,648	+67.7%	0.21%
NFLX	Netflix Inc Communication Services	Added	7,045	+769	$677,376	+15.1%	0.20%
BUSE	First Busey Corp /Nv/ Financial Services	Reduced	26,539	-45,000	$670,640	−60.6%	0.20%
CAT	Caterpillar Inc Industrials	Reduced	937	-90	$663,827	+12.8%	0.19%
PEP	Pepsico Inc Consumer Defensive	Added	4,102	+1,369	$636,999	+62.4%	0.19%
QGEN	Qiagen N.V. Healthcare	NEW	15,838	NEW	$634,153	NEW	0.18%
SYK	Stryker Corp Healthcare	Reduced	1,835	-9	$602,962	−7.0%	0.18%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	12,362	-953	$602,647	−17.7%	0.18%