Canvas Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis US Large Cap Equity ETF
AVLC
|
+$7.01M |
| 2 |
Amazon
AMZN
|
+$4.93M |
| 3 |
Microsoft
MSFT
|
+$3.63M |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.46M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.24M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$9.9M |
| 2 |
3M
MMM
|
+$3.55M |
| 3 |
DFUS
Dimensional US Equity ETF
DFUS
|
+$1.9M |
| 4 |
Fidelity Enhanced International ETF
FENI
|
+$1.17M |
| 5 |
Avantis US Equity ETF
AVUS
|
+$1.14M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.94% |
| 2 | Industrials | 9.39% |
| 3 | Consumer Discretionary | 8.18% |
| 4 | Communication Services | 7.11% |
| 5 | Financials | 4.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Fidelity Nasdaq Composite Index ETF
ONEQ
$10B
| – | – |
-10,970
| Closed | -$1M |
|
252
Prologis
PLD
$135B
| – | – |
-1,588
| Closed | -$203K |
|
|
HTO
253
H2O America
HTO
$2.65B
| – | – |
-10,729
| Closed | -$526K |
|
254
SelectQuote
SLQT
$124M
| – | – |
-15,000
| Closed | -$21.1K |
|
255
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.4B
| – | – |
-15,565
| Closed | -$691K |
|
256
Take-Two Interactive
TTWO
$46.5B
| – | – |
-1,387
| Closed | -$355K |
|
257
UnitedHealth
UNH
$383B
| – | – |
-816
| Closed | -$269K |
|
258
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
| – | – |
-2,400
| Closed | -$201K |
|
|
AHL
259
DELISTED
Aspen Insurance
AHL
| – | – |
-15,963
| Closed | -$592K |
|
Similar funds
Canvas Wealth Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Canvas Wealth Advisors held 259 positions worth $588M, down 0.16% from $589M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Canvas Wealth Advisors deployed $30.3M of net new capital in Q1 2026, opening 37 new positions and adding to 101 existing holdings. Its largest new stake was Avantis US Large Cap Equity ETF: 87,440 shares worth $6.78M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $9.9M trimmed.
- Canvas Wealth Advisors's largest Q1 2026 buy was Avantis US Large Cap Equity ETF: 87,440 shares worth $6.78M.
- Canvas Wealth Advisors added most to Amazon in Q1 2026, an estimated $4.93M increase.
- Canvas Wealth Advisors's biggest Q1 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $9.9M.
- Canvas Wealth Advisors fully exited Fidelity Nasdaq Composite Index ETF in Q1 2026, selling an estimated $1M.
- Canvas Wealth Advisors's ten largest holdings make up 43% of its $588M portfolio in Q1 2026.
- Canvas Wealth Advisors opened 37 new positions and closed 19 in Q1 2026.
- Canvas Wealth Advisors's portfolio value fell 0.16% quarter-over-quarter to $588M.
Based on Canvas Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.