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CWA

Canvas Wealth Advisors Portfolio holdings

AUM $717M
1-Year Est. Return 41.56%
This Fund
S&P 500
This Quarter Est. Return
+28.16%
1 Year Est. Return
+41.56%
3 Year Est. Return
+114.9%
5 Year Est. Return
+119.27%
10 Year Est. Return
–
AUM
$717M
AUM Growth
+$129M
Cap. Flow
+$7.44M
Cap. Flow %
1.04%
Top 10 Hldgs %
44.24%
Holding
272
New
32
Increased
114
Reduced
90
Closed
21

Top Buys

1
CLX icon
Clorox
CLX
+$3.93M
2
MSFT icon
Microsoft
MSFT
+$3.87M
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.54M
4
UBER icon
Uber
UBER
+$2.87M
5
KMB icon
Kimberly-Clark
KMB
+$2.8M

Top Sells

1
CTOS icon
Custom Truck One Source
CTOS
+$9.76M
2
AMD icon
Advanced Micro Devices
AMD
+$4.32M
3
CRWD icon
CrowdStrike
CRWD
+$2.9M
4
PANW icon
Palo Alto Networks
PANW
+$1.53M
5
NVDA icon
NVIDIA
NVDA
+$1.36M

Sector Composition

1 Technology 26.45%
2 Industrials 11.66%
3 Consumer Discretionary 7.66%
4 Communication Services 6.76%
5 Financials 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTOS icon
1
Custom Truck One Source
CTOS
$2.35B
$70.7M 9.86%
5,982,649
-1,036,877
-15% -$9.76M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.23T
$40.8M 5.7%
114,270
-2,788
-2% -$1M
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$31.6M 4.41%
192,444
+7,220
+4% +$1.15M
AAPL icon
4
Apple
AAPL
$4.9T
$30.9M 4.31%
106,892
+1,372
+1% +$392K
MSFT icon
5
Microsoft
MSFT
$2.93T
$30.7M 4.29%
82,424
+9,568
+13% +$3.87M
AMZN icon
6
Amazon
AMZN
$2.66T
$28.8M 4.02%
120,898
+9,214
+8% +$2.31M
AMD icon
7
Advanced Micro Devices
AMD
$808B
$23.4M 3.26%
40,261
-10,547
-21% -$4.32M
NVDA icon
8
NVIDIA
NVDA
$4.91T
$23M 3.21%
115,127
-6,613
-5% -$1.36M
IUSG icon
9
iShares Core S&P US Growth ETF
IUSG
$31.4B
$19.1M 2.66%
101,556
+2,156
+2% +$389K
TSLA icon
10
Tesla
TSLA
$1.43T
$18M 2.51%
42,792
-2,099
-5% -$835K
UBER icon
11
Uber
UBER
$147B
$17.3M 2.41%
239,173
+39,082
+20% +$2.87M
PANW icon
12
Palo Alto Networks
PANW
$292B
$16.7M 2.32%
48,854
-6,703
-12% -$1.53M
AVDE icon
13
Avantis International Equity ETF
AVDE
$17.4B
$16.6M 2.31%
185,740
+8,073
+5% +$724K
GSLC icon
14
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.4B
$15.8M 2.2%
111,252
-2,204
-2% -$305K
PLTR icon
15
Palantir
PLTR
$317B
$15.4M 2.15%
132,211
+10,923
+9% +$1.49M
SCHD icon
16
Schwab US Dividend Equity ETF
SCHD
$100B
$12.7M 1.77%
401,118
+12,105
+3% +$384K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$110B
$12.5M 1.74%
84,031
-7,245
-8% -$994K
VOO icon
18
Vanguard S&P 500 ETF
VOO
$974B
$11.1M 1.54%
16,122
-585
-4% -$390K
IVV icon
19
iShares Core S&P 500 ETF
IVV
$881B
$10.4M 1.45%
13,883
-1,014
-7% -$738K
CLX icon
20
Clorox
CLX
$11.6B
$8.97M 1.25%
94,026
+40,989
+77% +$3.93M
IUSV icon
21
iShares Core S&P US Value ETF
IUSV
$27.1B
$8.94M 1.25%
81,196
+4,565
+6% +$494K
AVLC icon
22
Avantis US Large Cap Equity ETF
AVLC
$1.33B
$8.27M 1.15%
91,889
+4,449
+5% +$384K
DFAC icon
23
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$8.03M 1.12%
181,125
+82,655
+84% +$3.54M
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.06T
$7.81M 1.09%
15,609
+1,059
+7% +$509K
CRWD icon
25
CrowdStrike
CRWD
$207B
$6.88M 0.96%
36,040
-20,388
-36% -$2.9M
1
2 3 4 5

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LOPW
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CFO
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AIM
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HIM
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WRPWM
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Canvas Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Canvas Wealth Advisors held 272 positions worth $717M, up 22% from $588M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Canvas Wealth Advisors's Q2 2026 filing shows 32 new, 114 increased, 90 reduced and 21 closed positions. Its largest new stake was SpaceX: 15,204 shares worth $2.6M. The largest sale was Custom Truck One Source, an estimated $9.76M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 25% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Canvas Wealth Advisors's largest Q2 2026 buy was SpaceX: 15,204 shares worth $2.6M.
  • Canvas Wealth Advisors added most to Clorox in Q2 2026, an estimated $3.93M increase.
  • Canvas Wealth Advisors's biggest Q2 2026 reduction was Custom Truck One Source, cutting an estimated $9.76M.
  • Canvas Wealth Advisors fully exited Vanguard Real Estate ETF in Q2 2026, selling an estimated $1.13M.
  • Canvas Wealth Advisors's ten largest holdings make up 44% of its $717M portfolio in Q2 2026.
  • Canvas Wealth Advisors opened 32 new positions and closed 21 in Q2 2026.
  • Canvas Wealth Advisors's portfolio value rose 22% quarter-over-quarter to $717M.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.