Canvas Wealth Advisors, LLC

CIK: 0001858782SEC EDGAR →

Portfolio Value

$588.9B

Holdings

222

As of

Q4 2025

New Positions

222

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	CTOS CUSTOM TRUCK ONE SOURCE INC	7,050,221	$40.6B	6.90%
2	GOOGL ALPHABET INC	118,880	$37.2B	6.32%
3	MSFT MICROSOFT CORP	64,175	$31.0B	5.27%
4	AAPL APPLE INC	106,104	$28.8B	4.90%
5	ITOT ISHARES TR	173,190	$25.8B	4.37%
6	NVDA NVIDIA CORPORATION	120,177	$22.4B	3.81%
7	PLTR PALANTIR TECHNOLOGIES INC	116,533	$20.7B	3.52%
8	AMZN AMAZON COM INC	89,292	$20.6B	3.50%
9	IVV ISHARES TR	29,396	$20.1B	3.42%
10	TSLA TESLA INC	43,094	$19.4B	3.29%

Quarterly Changes

Top Buys

CTOSNEW

$40.6B

GOOGLNEW

$37.2B

MSFTNEW

$31.0B

AAPLNEW

$28.8B

ITOTNEW

$25.8B

Top Sells

No sells this quarter

New Positions (222)

$40.6B · 7.1M shares

$37.2B · 119K shares

$31.0B · 64K shares

$28.8B · 106K shares

$25.8B · 173K shares

$22.4B · 120K shares

$20.7B · 117K shares

$20.6B · 89K shares

$20.1B · 29K shares

$19.4B · 43K shares

$17.0B · 101K shares

$15.5B · 190K shares

$14.9B · 113K shares

$12.7B · 154K shares

$11.3B · 53K shares

$11.2B · 93K shares

$11.1B · 405K shares

$10.4B · 17K shares

$8.2B · 45K shares

$7.6B · 74K shares

$7.0B · 14K shares

$5.5B · 55K shares

$5.4B · 73K shares

$5.4B · 60K shares

$5.2B · 51K shares

$5.1B · 96K shares

$4.7B · 15K shares

$4.7B · 10K shares

$4.5B · 28K shares

$3.9B · 8K shares

$3.9B · 35K shares

$3.8B · 11K shares

$3.7B · 47K shares

$3.5B · 11K shares

$3.5B · 10K shares

$3.4B · 5K shares

$3.3B · 65K shares

$3.2B · 2K shares

$3.1B · 12K shares

$3.0B · 40K shares

$3.0B · 65K shares

$3.0B · 4 shares

$2.9B · 26K shares

$2.9B · 26K shares

$2.8B · 27K shares

$2.6B · 41K shares

$2.2B · 21K shares

$2.1B · 11K shares

$2.1B · 2K shares

$2.0B · 13K shares

$1.8B · 2K shares

$1.7B · 72K shares

$1.7B · 9K shares

$1.7B · 46K shares

$1.5B · 1K shares

$1.4B · 5K shares

$1.4B · 27K shares

$1.4B · 32K shares

$1.4B · 6K shares

$1.4B · 22K shares

$1.4B · 8K shares

$1.3B · 2K shares

$1.3B · 5K shares

$1.2B · 31K shares

$1.2B · 17K shares

$1.1B · 4K shares

$1.1B · 10K shares

$1.1B · 4K shares

$1.1B · 16K shares

$1.0B · 9K shares

$1.0B · 11K shares

$1.0B · 23K shares

$942.0M · 11K shares

$924.0M · 2K shares

$913.0M · 2K shares

$893.0M · 9K shares

$883.0M · 12K shares

$879.0M · 27K shares

$870.0M · 11K shares

$869.0M · 76K shares

$836.0M · 4K shares

$801.0M · 4K shares

$799.0M · 2K shares

$798.0M · 4K shares

$732.0M · 13K shares

$727.0M · 7K shares

$723.0M · 14K shares

$710.0M · 15K shares

$691.0M · 16K shares

$689.0M · 40K shares

$648.0M · 2K shares

$648.0M · 22K shares

$641.0M · 3K shares

$636.0M · 39K shares

GPIX

$631.0M · 12K shares

$629.0M · 5K shares

FSLR

$618.0M · 2K shares

$612.0M · 2K shares

VONV

$611.0M · 7K shares

$608.0M · 6K shares

$603.0M · 2K shares

$592.0M · 16K shares

$588.0M · 1K shares

$588.0M · 6K shares

$583.0M · 7K shares

$582.0M · 23K shares

$579.0M · 7K shares

$575.0M · 6K shares

$568.0M · 5K shares

$562.0M · 1K shares

$555.0M · 17K shares

$555.0M · 5K shares

$552.0M · 10K shares

$546.0M · 4K shares

$544.0M · 7K shares

$537.0M · 14K shares

$525.0M · 11K shares

$518.0M · 9K shares

$515.0M · 2K shares

$500.0M · 756 shares

$500.0M · 5K shares

$496.0M · 13K shares

$450.0M · 2K shares

$450.0M · 778 shares

$435.0M · 3K shares

$408.0M · 5K shares

$406.0M · 3K shares

$406.0M · 9K shares

$405.0M · 1K shares

FNDF

$403.0M · 9K shares

BYM

$401.0M · 37K shares

$396.0M · 1K shares

$396.0M · 16K shares

$396.0M · 3K shares

$382.0M · 3K shares

$380.0M · 11K shares

$377.0M · 2K shares

$368.0M · 11K shares

$362.0M · 5K shares

$360.0M · 4K shares

$355.0M · 1K shares

$349.0M · 569 shares

$349.0M · 2K shares

ETN

$345.0M · 1K shares

$345.0M · 5K shares

ATR

$342.0M · 3K shares

AVGE

$339.0M · 4K shares

$338.0M · 2K shares

$331.0M · 12K shares

$324.0M · 4K shares

$321.0M · 2K shares

$320.0M · 1K shares

$317.0M · 608 shares

$315.0M · 4K shares

$315.0M · 1K shares

$313.0M · 2K shares

$312.0M · 1K shares

$308.0M · 5K shares

$307.0M · 4K shares

$307.0M · 8K shares

$305.0M · 825 shares

$299.0M · 1K shares

$298.0M · 18K shares

$295.0M · 3K shares

$295.0M · 2K shares

$293.0M · 2K shares

$291.0M · 2K shares

$289.0M · 4K shares

$287.0M · 3K shares

$283.0M · 7K shares

$279.0M · 965 shares

$279.0M · 1K shares

$278.0M · 2K shares

$276.0M · 2K shares

$269.0M · 1K shares

$269.0M · 816 shares

$265.0M · 8K shares

$265.0M · 7K shares

$263.0M · 11K shares

$262.0M · 22K shares

$260.0M · 5K shares

$257.0M · 1K shares

$254.0M · 1K shares

$253.0M · 237 shares

$252.0M · 445 shares

$251.0M · 334 shares

$250.0M · 1K shares

$250.0M · 188 shares

$249.0M · 794 shares

$249.0M · 401 shares

$247.0M · 3K shares

$246.0M · 8K shares

$243.0M · 10K shares

$243.0M · 2K shares

$242.0M · 5K shares

$242.0M · 3K shares

$241.0M · 839 shares

$238.0M · 4K shares

$237.0M · 2K shares

$237.0M · 924 shares

$232.0M · 2K shares

$231.0M · 2K shares

$227.0M · 4K shares

$226.0M · 1K shares

$225.0M · 663 shares

MAR

$217.0M · 700 shares

$214.0M · 5K shares

DEO

$212.0M · 2K shares

$211.0M · 677 shares

AEP

$205.0M · 2K shares

$205.0M · 441 shares

$202.0M · 2K shares

$201.0M · 1K shares

$201.0M · 2K shares

$201.0M · 4K shares

$201.0M · 7K shares

$200.0M · 3K shares

$200.0M · 20K shares

$163.0M · 12K shares

TNGY

$127.0M · 14K shares

CFFN

$114.0M · 17K shares

SLQT

$21.0M · 15K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	114	$239.8B	40.7%
Technology	26	$158.2B	26.9%
Industrials	11	$49.6B	8.4%
Consumer Cyclical	12	$46.5B	7.9%
Communication Services	6	$45.3B	7.7%
Unknown	13	$22.7B	3.8%
Consumer Defensive	11	$13.5B	2.3%
Healthcare	16	$7.5B	1.3%
Energy	6	$2.7B	0.5%
Utilities	4	$2.1B	0.4%
Real Estate	2	$748.0M	0.1%
Basic Materials	1	$249.0M	0.0%