Canvas Wealth Advisors, LLC

Canvas Wealth Advisors, LLC reported 251 holdings worth US$717M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 10, 2026

Canvas Wealth Advisors, LLC reported 251 holdings worth US$717M as of Jun 30, 2026. Largest: Custom Truck One Source, Inc., Alphabet Inc (google) Class C and Apple Inc. Filed Jul 10, 2026 (Form 13F).

Holdings
251
Value as reported
US$717M

The filing in full

CompanySharesValue as reported% of portfolio
Custom Truck One Source, Inc.5.98MUS$70.7M9.9%
Alphabet Inc (google) Class C123KUS$44.1M6.1%
Apple Inc107KUS$30.9M4.3%
Microsoft Corp.82,424US$30.7M4.3%
Amazon.com, Inc.121KUS$28.8M4.0%
Advanced Micro Devices Inc40,261US$23.4M3.3%
Nvidia Corporation115KUS$23M3.2%
Tesla, Inc.42,792US$18M2.5%
Uber Technologies, Inc.239KUS$17.3M2.4%
Palo Alto Networks, Inc.48,854US$16.7M2.3%
Palantir Technologies Inc.132KUS$15.4M2.2%
Berkshire Hathaway Inc.21,595US$10.8M1.5%
Clorox Company (the)94,026US$8.97M1.3%
Crowdstrike Holdings, Inc.9,010US$6.88M0.96%
Jp Morgan Chase & Co.15,294US$5.01M0.70%
Kimberly-clark Corporation43,463US$4.82M0.67%
Robinhood Markets, Inc.42,697US$4.28M0.60%
Broadcom Inc.10,218US$3.86M0.54%
Mercadolibre, Inc.2,143US$3.64M0.51%
Meta Platforms, Inc.5,850US$3.3M0.46%
Asml Holding Nv1,603US$3.19M0.44%
Walmart Inc.25,809US$2.92M0.41%
Servicenow, Inc.28,524US$2.83M0.40%
Space Exploration Technologies Corp15,204US$2.6M0.36%
Aerovironment, Inc.13,392US$2.21M0.31%
Salesforce, Inc.13,416US$2.1M0.29%
Taiwan Semiconductor Manufacturing Co., Ltd.4,255US$2.03M0.28%
Equipmentshare.com Inc95,410US$1.88M0.26%
Costco Wholesale Corporation1,958US$1.83M0.26%
Eli Lilly And Company1,493US$1.79M0.25%
Micron Technology, Inc.1,327US$1.53M0.21%
Lam Research Corporation3,326US$1.44M0.20%
Quanta Services, Inc.1,927US$1.39M0.19%
Shopify Inc.8,356US$954K0.13%
Johnson & Johnson3,629US$922K0.13%
Mcdonald's Corporation3,275US$885K0.12%
Nike, Inc.20,535US$851K0.12%
Caterpillar, Inc.790US$841K0.12%
Mastercard Incorporated1,633US$839K0.12%
California Water Service Group17,079US$831K0.12%
3m Company5,100US$826K0.12%
Cisco Systems, Inc.6,923US$813K0.11%
First Busey Corporation26,555US$783K0.11%
Energy Transfer Lp38,672US$739K0.10%
Bank Of America Corporation12,464US$710K0.10%
Home Depot, Inc. (the)1,970US$695K0.10%
Abbvie Inc.2,605US$656K0.09%
Visa Inc.1,845US$633K0.09%
Intel Corporation4,461US$623K0.09%
Kenvue Inc.31,677US$605K0.08%
Oracle Corporation4,042US$592K0.08%
Applied Materials, Inc.817US$591K0.08%
Stryker Corporation1,838US$579K0.08%
Taylor Morrison Home Corporation8,016US$575K0.08%
Western Digital Corporation886US$566K0.08%
American Express Company1,604US$543K0.08%
Charles Schwab Corporation (the)5,773US$533K0.07%
Ge Aerospace1,419US$530K0.07%
Netflix, Inc.6,635US$474K0.07%
Thermo Fisher Scientific Inc939US$471K0.07%
Morgan Stanley2,165US$453K0.06%
Coca-cola Company (the)5,508US$451K0.06%
Kla Corporation1,486US$448K0.06%
O'reilly Automotive, Inc.4,745US$437K0.06%
International Business Machines Corporation1,553US$437K0.06%
Solventum Corporation5,628US$434K0.06%
Kkr & Co. Inc.4,538US$416K0.06%
Chevron Corporation2,510US$416K0.06%
Mid-america Apartment Communities, Inc.2,946US$409K0.06%
Nextera Energy, Inc.4,622US$406K0.06%
Altria Group, Inc.5,495US$395K0.06%
Arista Networks, Inc.2,281US$387K0.05%
Merck & Company, Inc.2,978US$385K0.05%
Amphenol Corporation2,125US$375K0.05%
Procter & Gamble Company (the)2,548US$374K0.05%
Aptargroup, Inc.2,959US$371K0.05%
Unitedhealth Group Incorporated874US$363K0.05%
Philip Morris International Inc1,977US$358K0.05%
Northern Trust Corporation2,032US$355K0.05%
Pnc Financial Services Group, Inc. (the)1,432US$353K0.05%
Pepsico, Inc.2,602US$352K0.05%
Toast, Inc.12,399US$345K0.05%
Ge Vernova Inc.288US$338K0.05%
Lindsay Corporation2,638US$327K0.05%
Verizon Communications Inc.7,683US$325K0.05%
Ngl Energy Partners Lp20,000US$319K0.04%
Snowflake Inc.1,233US$314K0.04%
T-mobile Us, Inc.1,854US$311K0.04%
The Travelers Companies, Inc.935US$309K0.04%
Rtx Corporation1,613US$306K0.04%
Enterprise Products Partners L.p.8,122US$299K0.04%
Deere & Company463US$294K0.04%
Cardinal Health, Inc.1,217US$289K0.04%
Dell Technologies Inc.651US$281K0.04%
Citigroup, Inc.2,000US$280K0.04%
Tjx Companies, Inc. (the)1,823US$276K0.04%
Pfizer, Inc.11,300US$272K0.04%
U.s. Bancorp4,493US$271K0.04%
Bristol-myers Squibb Company4,554US$262K0.04%
American Electric Power Company, Inc.1,883US$258K0.04%

Every holding of Canvas Wealth Advisors, LLC

Source

View original at SEC

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