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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
MVIS icon
251
Microvision
MVIS
$104M
$3.37K ﹤0.01%
+10,300
New +$5.66K
ADBE icon
252
Adobe
ADBE
$94.3B
– –
-864
Closed -$210K
CVGW
253
DELISTED
Calavo Growers
CVGW
– –
-13,852
Closed -$357K
EG icon
254
Everest Group
EG
$15.1B
– –
-691
Closed -$226K
EL icon
255
Estee Lauder
EL
$29.7B
– –
-3,294
Closed -$236K
GILD icon
256
Gilead Sciences
GILD
$167B
– –
-1,546
Closed -$215K
GL icon
257
Globe Life
GL
$14.3B
– –
-1,952
Closed -$272K
HLT icon
258
Hilton Worldwide
HLT
$73.1B
– –
-836
Closed -$254K
IBIT icon
259
iShares Bitcoin Trust
IBIT
$47B
– –
-5,250
Closed -$202K
INTU icon
260
Intuit
INTU
$79.6B
– –
-1,238
Closed -$535K
ISRG icon
261
Intuitive Surgical
ISRG
$122B
– –
-437
Closed -$201K
LMT icon
262
Lockheed Martin
LMT
$117B
– –
-364
Closed -$220K
LYB icon
263
LyondellBasell Industries
LYB
$19.1B
– –
-2,877
Closed -$232K
MASI
264
DELISTED
Masimo
MASI
– –
-3,191
Closed -$568K
SMMU icon
265
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.14B
– –
-14,740
Closed -$744K
SPGI icon
266
S&P Global
SPGI
$133B
– –
-615
Closed -$262K
T icon
267
AT&T
T
$152B
– –
-8,529
Closed -$247K
VNQ icon
268
Vanguard Real Estate ETF
VNQ
$39.6B
– –
-12,743
Closed -$1.13M
WERN icon
269
Werner Enterprises
WERN
$2.76B
– –
-19,057
Closed -$560K
XLP icon
270
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
– –
-3,210
Closed -$263K
XOM icon
271
ExxonMobil
XOM
$611B
– –
-4,933
Closed -$837K
NHYM
272
Nuveen High Yield Municipal Income ETF
NHYM
$141M
– –
-18,500
Closed -$457K
7 8 9 10
11

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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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BFO
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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.