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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
CB icon
226
Chubb
CB
$137B
$230K 0.03%
674
-17
-2% -$5.54K
VWO icon
227
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$228K 0.03%
3,827
– –
GPIQ icon
228
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.85B
$227K 0.03%
+3,833
New +$215K
SCHA icon
229
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$227K 0.03%
+6,287
New +$208K
ACWX icon
230
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$222K 0.03%
+2,913
New +$217K
PSX icon
231
Phillips 66
PSX
$82.9B
$221K 0.03%
1,304
+13
+1% +$2.24K
BLK icon
232
Blackrock
BLK
$166B
$220K 0.03%
229
-7
-3% -$7.24K
MRTN icon
233
Marten Transport
MRTN
$1.44B
$220K 0.03%
12,673
-60,942
-83% -$969K
FSLR icon
234
First Solar
FSLR
$22.8B
$218K 0.03%
925
-500
-35% -$117K
PB icon
235
Prosperity Bancshares
PB
$8.81B
$217K 0.03%
2,950
-1,200
-29% -$83.5K
MAR icon
236
Marriott International
MAR
$96.6B
$216K 0.03%
583
-54
-8% -$19.9K
BBEU icon
237
JPMorgan BetaBuilders Europe ETF
BBEU
$9.16B
$212K 0.03%
+2,730
New +$210K
BX icon
238
Blackstone
BX
$155B
$209K 0.03%
1,780
-41
-2% -$4.93K
POR icon
239
Portland General Electric
POR
$6.07B
$208K 0.03%
+4,021
New +$204K
FEMR
240
Fidelity Enhanced Emerging Markets ETF
FEMR
$156M
$206K 0.03%
4,834
-2,980
-38% -$119K
TXN icon
241
Texas Instruments
TXN
$258B
$206K 0.03%
+690
New +$191K
EMR icon
242
Emerson Electric
EMR
$78.2B
$205K 0.03%
+1,432
New +$202K
BN icon
243
Brookfield
BN
$107B
$204K 0.03%
+4,779
New +$214K
GS icon
244
Goldman Sachs
GS
$314B
$202K 0.03%
+200
New +$195K
HSIC icon
245
Henry Schein
HSIC
$10B
$201K 0.03%
+2,401
New +$184K
NU icon
246
Nu Holdings
NU
$65.6B
$196K 0.03%
14,683
-2,551
-15% -$34.4K
F icon
247
Ford
F
$56.7B
$183K 0.03%
13,137
+698
+6% +$9.42K
CFFN icon
248
Capitol Federal Financial
CFFN
$1.07B
$148K 0.02%
17,335
+185
+1% +$1.45K
TNGY
249
Tortoise Energy ETF
TNGY
$548M
$135K 0.02%
13,908
– –
NFE icon
250
New Fortress Energy
NFE
$102M
$3.87K ﹤0.01%
+10,648
New +$6.33K
7 8 9
10
11

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NI
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LOPW
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CFO
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AIM
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HIM
Herald Investment Management London, United Kingdom $718M AUM 91.16% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

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.