Canvas Wealth Advisors, LLC

CIK

1858782

Location

SHAWNEE, KS

Portfolio Value

Small $429,561,625

Diversification

Diversified

Filing Date

Global Rank

#3,037 / 8,517 ▲ 201

Top Industry

Rental & Leasing Services 17.0%

3Y Alpha vs SPY

+28.7%

Period ended 46 days ago

Filed Jul 10, 2026 · 36d

22 quarters · since Mar 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+230.2%

SPY

+75.3%

Annualised alpha

+28.3%

Max drawdown

−23.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

138 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.4%

+3.5 pts

Top 5

47.0%

+2.3 pts

Top 10

69.9%

+2.7 pts

HHI

647

Diversified+83

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	42.9%	$184,425,608	34
Industrials	18.8%	$80,971,212	16
Consumer Cyclical	12.8%	$54,899,384	12
Communication Services	10.5%	$45,241,923	5
Financial Services	6.2%	$26,440,608	28
Consumer Defensive	4.9%	$21,031,505	10
Healthcare	2.1%	$8,898,498	17
Unclassified	0.8%	$3,270,568	4
Energy	0.5%	$1,996,935	6
Utilities	0.4%	$1,702,586	4
Real Estate	0.1%	$409,317	1
Basic Materials	0.1%	$273,481	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EQPT	EquipmentShare.com Inc	+43,457	95,410	$1,875,760
CLX	Clorox Co /De/	+40,989	94,026	$8,973,841
UBER	Uber Technologies, Inc	+39,082	239,173	$17,258,723
KMB	Kimberly Clark Corp	+28,291	43,463	$4,770,933
QGEN	Qiagen N.V.	+14,281	30,119	$1,177,652
PLTR	Palantir Technologies Inc.	+10,923	132,211	$15,425,057
NOW	ServiceNow, Inc.	+10,773	28,524	$2,831,862
MSFT	Microsoft Corp	+9,568	82,424	$30,745,800
AMZN	Amazon Com Inc	+9,214	120,898	$28,814,829
KVUE	Kenvue Inc.	+4,434	31,677	$605,347
AVAV	AeroVironment Inc	+4,309	13,392	$2,210,617
HOOD	Robinhood Markets, Inc.	+1,888	42,697	$4,281,655
AAPL	Apple Inc.	+1,372	106,892	$30,930,269
KLAC	Kla Corp	+1,344	1,486	$448,341
ATR	Aptargroup, Inc.	+1,130	2,959	$370,466
BRK-B	Berkshire Hathaway Inc	+1,055	15,609	$7,810,587
JPM	Jpmorgan Chase & Co	+806	15,294	$5,006,185
LNN	Lindsay Corp	+785	2,638	$326,584
BMY	Bristol Myers Squibb Co	+724	4,554	$262,401
F	Ford Motor Co	+698	13,137	$182,604
KO	Coca Cola Co	+636	5,508	$447,635
MHD	Blackrock Muniholdings Fund, Inc.	+623	40,827	$485,841
AXP	American Express Co	+488	1,604	$542,553
ABBV	AbbVie Inc.	+461	2,605	$655,522
VZ	Verizon Communications Inc	+403	7,683	$325,298
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CTOS	Custom Truck One Source, Inc.	−1,036,877	5,982,649	$70,655,084
MRTN	Marten Transport Ltd	−60,942	12,673	$219,876
GOOGL	Alphabet Inc.	−14,035	114,270	$40,836,669
AMD	Advanced Micro Devices Inc	−10,547	40,261	$23,388,017
NKE	NIKE, Inc.	−8,039	20,535	$842,961
PANW	Palo Alto Networks Inc	−6,703	48,854	$16,660,191
NVDA	Nvidia Corp	−6,613	115,127	$23,035,761
CWT	California Water Service Group	−5,545	17,079	$830,893
CRWD	CrowdStrike Holdings, Inc.	−5,097	9,010	$1,718,972
SOLV	Solventum Corp	−2,614	5,628	$434,200
NU	Nu Holdings Ltd.	−2,551	14,683	$196,164
TSLA	Tesla, Inc.	−2,099	42,792	$17,998,315
PEP	Pepsico Inc	−1,500	2,602	$352,310
SE	Sea Ltd	−1,327	3,536	$338,854
PB	Prosperity Bancshares Inc	−1,200	2,950	$215,438
FBTC	Fidelity Wise Origin Bitcoin Fund	−901	11,613	$592,843
MMM	3M Co	−841	5,100	$825,741
MAA	Mid America Apartment Communities Inc.	−673	2,946	$409,317
PFE	Pfizer Inc	−623	11,300	$272,104
SCHW	Schwab Charles Corp	−533	5,773	$532,674
FSLR	First Solar, Inc.	−500	925	$218,263
NTRS	Northern Trust Corp	−427	2,032	$353,242
NFLX	Netflix Inc	−410	6,635	$473,739
HD	Home Depot, Inc.	−299	1,970	$694,779
QQQ	Invesco Qqq Trust, Series 1	−275	734	$540,517
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	13,416	$2,101,750
INTC	Intel Corp	4,461	$622,889
TMHC	Taylor Morrison Home Corp	8,016	$575,067
UNH	Unitedhealth Group Inc	874	$363,260
TOST	Toast, Inc.	12,399	$344,940
SNOW	Snowflake Inc.	1,233	$313,798
DELL	Dell Technologies Inc.	651	$280,880
C	Citigroup Inc	2,000	$279,920
ACN	Accenture plc	2,185	$271,901
GLW	Corning Inc /Ny	978	$249,810
UPS	United Parcel Service Inc	2,228	$239,510
POR	Portland General Electric Co /Or/	4,021	$208,408
TXN	Texas Instruments Inc	690	$205,668
EMR	Emerson Electric Co	1,432	$204,990
BN	BROOKFIELD Corp /ON/	4,779	$203,537
GS	Goldman Sachs Group Inc	200	$202,274
HSIC	Henry Schein Inc	2,401	$200,531
NFE	New Fortress Energy Inc.	10,648	$3,865
MVIS	Microvision, Inc.	10,300	$3,399
No positions match the current search.

Sold Out

Positions the filer fully exited

23 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	41,381	$3,190,888
VB	Vanguard Morningstar Small-Cap ETF	11,920	$3,122,086
VEA	Vanguard FTSE Developed Markets ETF	21,542	$1,380,411
XOM	ExxonMobil Holdings Corp	4,933	$836,932
FBCG	Fidelity Blue Chip Growth ETF	15,044	$754,005
WERN	Werner Enterprises Inc	19,057	$560,466
INTU	Intuit Inc.	1,238	$535,286
VEU	Vanguard FTSE All-World Ex-US ETF	6,000	$450,600
VIG	Vanguard Dividend Appreciation ETF	1,399	$300,868
GL	Globe Life Inc.	1,952	$271,659
SPGI	S&P Global Inc.	615	$261,584
HLT	Hilton Worldwide Holdings Inc.	836	$254,210
T	At&T Inc.	8,529	$247,255
EL	Estee Lauder Companies Inc	3,294	$236,410
LYB	LyondellBasell Industries N.V.	2,877	$231,771
EG	Everest Group, Ltd.	691	$225,853
LMT	Lockheed Martin Corp	364	$219,997
GILD	Gilead Sciences, Inc.	1,546	$215,466
ADBE	Adobe Inc.	864	$210,021
IBIT	iShares Bitcoin Trust ETF	5,250	$201,705
ISRG	Intuitive Surgical Inc	437	$201,452
MASI	Masimo Corp	3,191	$0
CVGW	Calavo Growers Inc	13,852	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 tracked positions · $429,561,625 total · as of Jun 30, 2026

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

Showing 1–50 of 138 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	5,982,649	-1,036,877	$70,655,084	+53.2%	16.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	114,270	-14,035	$40,836,669	+10.7%	9.51%
AAPL	Apple Inc. Technology	Added	106,892	+1,372	$30,930,269	+15.5%	7.20%
MSFT	Microsoft Corp Technology	Added	82,424	+9,568	$30,745,800	+14.0%	7.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	120,898	+9,214	$28,814,829	+23.9%	6.71%
AMD	Advanced Micro Devices Inc Technology	Reduced	40,261	-10,547	$23,388,017	+126.3%	5.44%
NVDA	Nvidia Corp Technology	Reduced	115,127	-6,613	$23,035,761	+8.5%	5.36%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	42,792	-2,099	$17,998,315	+7.9%	4.19%
UBER	Uber Technologies, Inc Technology	Added	239,173	+39,082	$17,258,723	+19.9%	4.02%
PANW	Palo Alto Networks Inc Technology	Reduced	48,854	-6,703	$16,660,191	+87.0%	3.88%
PLTR	Palantir Technologies Inc. Technology	Added	132,211	+10,923	$15,425,057	−13.1%	3.59%
CLX	Clorox Co /De/ Consumer Defensive	Added	94,026	+40,989	$8,973,841	+63.3%	2.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	15,609	+1,055	$7,810,587	−20.7%	1.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	15,294	+806	$5,006,185	+17.5%	1.17%
KMB	Kimberly Clark Corp Consumer Defensive	Added	43,463	+28,291	$4,770,933	+226.0%	1.11%
HOOD	Robinhood Markets, Inc. Financial Services	Added	42,697	+1,888	$4,281,655	+51.4%	1.00%
AVGO	Broadcom Inc. Technology	Added	10,218	+74	$3,859,849	+22.9%	0.90%
MELI	Mercadolibre Inc Consumer Cyclical	Added	2,143	+352	$3,637,506	+17.5%	0.85%
META	Meta Platforms, Inc. Communication Services	Added	5,850	+200	$3,295,246	+1.9%	0.77%
ASML	Asml Holding NV Technology	Reduced	1,603	-140	$3,189,072	+38.5%	0.74%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,809	-183	$2,923,127	−9.5%	0.68%
NOW	ServiceNow, Inc. Technology	Added	28,524	+10,773	$2,831,862	+52.6%	0.66%
AVAV	AeroVironment Inc Industrials	Added	13,392	+4,309	$2,210,617	+33.0%	0.51%
CRM	Salesforce, Inc. Technology	NEW	13,416	NEW	$2,101,750	NEW	0.49%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,255	+212	$2,032,060	+48.7%	0.47%
EQPT	EquipmentShare.com Inc Industrials	Added	95,410	+43,457	$1,875,760	+77.2%	0.44%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,958	-117	$1,831,650	−11.4%	0.43%
LLY	ELI LILLY & Co Healthcare	Added	1,493	+59	$1,790,749	+35.8%	0.42%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	9,010	-5,097	$1,718,972	−68.8%	0.40%
MU	Micron Technology Inc Technology	Added	1,327	+128	$1,531,742	+278.1%	0.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,035	-15	$1,519,676	+14.0%	0.35%
LRCX	Lam Research Corp Technology	Reduced	3,326	-89	$1,441,255	+97.5%	0.34%
PWR	Quanta Services, Inc. Industrials	Reduced	1,927	-41	$1,387,517	+28.4%	0.32%
QGEN	Qiagen N.V. Healthcare	Added	30,119	+14,281	$1,177,652	+85.7%	0.27%
SHOP	Shopify Inc. Technology	Added	8,356	+93	$954,088	−2.7%	0.22%
JNJ	Johnson & Johnson Healthcare	Added	3,629	+3	$921,657	+4.0%	0.21%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	3,275	-147	$885,265	−16.8%	0.21%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	20,535	-8,039	$842,961	−44.1%	0.20%
CAT	Caterpillar Inc Industrials	Reduced	790	-147	$841,271	+26.7%	0.20%
MA	Mastercard Inc Financial Services	Reduced	1,633	-29	$838,708	+1.0%	0.20%
CWT	California Water Service Group Utilities	Reduced	17,079	-5,545	$830,893	−19.0%	0.19%
MMM	3M Co Industrials	Reduced	5,100	-841	$825,741	−4.3%	0.19%
CSCO	Cisco Systems, Inc. Technology	Added	6,923	+167	$813,175	+55.1%	0.19%
BUSE	First Busey Corp /Nv/ Financial Services	Added	26,555	+16	$783,372	+16.8%	0.18%
ET	Energy Transfer LP Energy	Added	38,672	+14	$739,408	−0.9%	0.17%
BAC	Bank Of America Corp /De/ Financial Services	Added	12,464	+102	$710,198	+17.8%	0.17%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,970	-299	$694,779	−6.9%	0.16%
ABBV	AbbVie Inc. Healthcare	Added	2,605	+461	$655,522	+40.6%	0.15%
V	Visa Inc. Financial Services	Reduced	1,845	-39	$633,001	+11.2%	0.15%
INTC	Intel Corp Technology	NEW	4,461	NEW	$622,889	NEW	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.