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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
AGG icon
26
iShares Core US Aggregate Bond ETF
AGG
$139B
$5.76M 0.8%
58,191
+157
+0.3% +$15.5K
AVEM icon
27
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$5.51M 0.77%
57,073
-1,357
-2% -$125K
JPM icon
28
JPMorgan Chase
JPM
$907B
$5.01M 0.7%
15,294
+806
+6% +$250K
KMB icon
29
Kimberly-Clark
KMB
$36B
$4.82M 0.67%
43,463
+28,291
+186% +$2.8M
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.67M 0.65%
48,375
-940
-2% -$90.3K
VTI icon
31
Vanguard Total Stock Market ETF
VTI
$658B
$4.42M 0.62%
11,956
+14
+0.1% +$5.01K
HOOD icon
32
Robinhood
HOOD
$89.7B
$4.28M 0.6%
42,697
+1,888
+5% +$158K
VUG icon
33
Vanguard Growth ETF
VUG
$221B
$4.13M 0.58%
47,993
-3,115
-6% -$262K
AVGO icon
34
Broadcom
AVGO
$1.76T
$3.86M 0.54%
10,218
+74
+0.7% +$29.7K
VXUS icon
35
Vanguard Total International Stock ETF
VXUS
$153B
$3.71M 0.52%
43,390
+2,009
+5% +$168K
BINC icon
36
BlackRock Flexible Income ETF
BINC
$16.1B
$3.7M 0.52%
70,777
-8,170
-10% -$427K
MELI icon
37
Mercado Libre
MELI
$92B
$3.64M 0.51%
2,143
+352
+20% +$601K
VB icon
38
Vanguard Small-Cap ETF
VB
$79.7B
$3.49M 0.49%
11,508
-412
-3% -$118K
AVUV icon
39
Avantis US Small Cap Value ETF
AVUV
$29.4B
$3.48M 0.48%
27,854
-831
-3% -$99.1K
META icon
40
Meta Platforms (Facebook)
META
$1.64T
$3.3M 0.46%
5,850
+200
+4% +$122K
GOOG icon
41
Alphabet (Google) Class C
GOOG
$4.22T
$3.24M 0.45%
9,175
-2,072
-18% -$741K
ASML icon
42
ASML
ASML
$671B
$3.19M 0.44%
1,603
-140
-8% -$223K
JPST icon
43
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$3.01M 0.42%
59,533
+1,621
+3% +$81.9K
AVUS icon
44
Avantis US Equity ETF
AVUS
$13.8B
$3M 0.42%
23,403
-1,389
-6% -$171K
BRK.A icon
45
Berkshire Hathaway Class A
BRK.A
$1.06T
$3M 0.42%
4
– –
FBND icon
46
Fidelity Total Bond ETF
FBND
$26.9B
$2.96M 0.41%
64,811
-25,757
-28% -$1.17M
WMT icon
47
Walmart Inc
WMT
$909B
$2.92M 0.41%
25,809
-183
-0.7% -$22.7K
DFUS
48
Dimensional US Equity ETF
DFUS
$20.8B
$2.88M 0.4%
35,109
-12,112
-26% -$958K
NOW icon
49
ServiceNow
NOW
$106B
$2.83M 0.4%
28,524
+10,773
+61% +$1.07M
IYW icon
50
iShares US Technology ETF
IYW
$24B
$2.7M 0.38%
10,702
– –
1
2
3 4 5

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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
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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.