Canvas Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Custom Truck One Source
CTOS
|
+$14.1M |
| 2 |
Robinhood
HOOD
|
+$3.15M |
| 3 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$2.37M |
| 4 |
Clorox
CLX
|
+$1.78M |
| 5 |
Amazon
AMZN
|
+$1.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Fidelity Enhanced Large Cap Core ETF
FELC
|
+$2.89M |
| 2 |
Palantir
PLTR
|
+$1.58M |
| 3 |
Advanced Micro Devices
AMD
|
+$1.35M |
| 4 |
Vanguard Value ETF
VTV
|
+$644K |
| 5 |
Estee Lauder
EL
|
+$605K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.75% |
| 2 | Industrials | 8.69% |
| 3 | Consumer Discretionary | 8.45% |
| 4 | Communication Services | 7.74% |
| 5 | Financials | 4.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Linde
LIN
$236B
| – | – |
-528
| Closed | -$246K |
|
227
Mondelez International
MDLZ
$83.4B
| – | – |
-4,554
| Closed | -$285K |
|
228
AT&T
T
$167B
| – | – |
-8,056
| Closed | -$218K |
|
229
Vanguard Total World Stock ETF
VT
$76.2B
| – | – |
-1,463
| Closed | -$203K |
|
230
Waters Corp
WAT
$37.5B
| – | – |
-1,489
| Closed | -$489K |
|
231
Zscaler
ZS
$25.1B
| – | – |
-720
| Closed | -$220K |
|
|
FETH
232
Fidelity Ethereum Fund
FETH
$1.04B
| – | – |
-5,766
| Closed | -$261K |
|
Similar funds
Canvas Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Canvas Wealth Advisors held 232 positions worth $589M, up 7.1% from $550M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Canvas Wealth Advisors deployed $33.3M of net new capital in Q4 2025, opening 18 new positions and adding to 93 existing holdings. Its largest new stake was First Busey Corp: 71,539 shares worth $1.7M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was Fidelity Enhanced Large Cap Core ETF, an estimated $2.89M trimmed.
- Canvas Wealth Advisors's largest Q4 2025 buy was First Busey Corp: 71,539 shares worth $1.7M.
- Canvas Wealth Advisors added most to Custom Truck One Source in Q4 2025, an estimated $14.1M increase.
- Canvas Wealth Advisors's biggest Q4 2025 reduction was Fidelity Enhanced Large Cap Core ETF, cutting an estimated $2.89M.
- Canvas Wealth Advisors fully exited Informatica in Q4 2025, selling an estimated $604K.
- Canvas Wealth Advisors's ten largest holdings make up 45% of its $589M portfolio in Q4 2025.
- Canvas Wealth Advisors opened 18 new positions and closed 10 in Q4 2025.
- Canvas Wealth Advisors's portfolio value rose 7.1% quarter-over-quarter to $589M.
Based on Canvas Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.