Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Canvas Wealth Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Canvas Wealth Advisors, LLC (CIK 1858782) reported $588.0M across 239 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CTOS ($46.1M, 7.84%), GOOGL ($33.7M, 5.73%), MSFT ($27.0M, 4.59%), AAPL ($26.8M, 4.55%), ITOT ($26.4M, 4.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CTOSCUSTOM TRUCK ONE SOURCE INC$46.1M7.84%7.0MTrimmed
2GOOGLALPHABET INC$33.7M5.73%117,058Trimmed
3MSFTMICROSOFT CORP$27.0M4.59%72,856Added
4AAPLAPPLE INC$26.8M4.55%105,520Trimmed
5ITOTISHARES TR$26.4M4.49%185,224Added
6AMZNAMAZON COM INC$23.3M3.96%111,684Added
7NVDANVIDIA CORPORATION$21.2M3.61%121,740Added
8PLTRPALANTIR TECHNOLOGIES INC$17.7M3.02%121,288Added
9TSLATESLA INC$16.7M2.84%44,891Added
10IUSGISHARES TR$15.4M2.62%99,400Trimmed
11AVDEAMERICAN CENTY ETF TR$15.1M2.56%177,667Added
12UBERUBER TECHNOLOGIES INC$14.4M2.45%200,091Added
13GSLCGOLDMAN SACHS ETF TR$14.2M2.41%113,456Added
14SCHDSCHWAB STRATEGIC TR$11.9M2.03%389,013Trimmed
15IJRISHARES TR$11.3M1.93%91,276Trimmed
16AMDADVANCED MICRO DEVICES INC$10.3M1.76%50,808Trimmed
17VOOVANGUARD INDEX FDS$10.0M1.70%16,707Added
18IVVISHARES TR$9.7M1.66%14,897Trimmed
19PANWPALO ALTO NETWORKS INC$8.9M1.51%55,557Added
20IUSVISHARES TR$7.8M1.33%76,631Added
21BRK/BBERKSHIRE HATHAWAY INC DEL$7.0M1.19%14,550Added
22AVLCAMERICAN CENTY ETF TR$6.8M1.15%87,440New
23AGGISHARES TR$5.8M0.98%58,034Added
24CRWDCROWDSTRIKE HLDGS INC$5.5M0.94%14,107Added
25CLXCLOROX CO DEL$5.5M0.93%53,037Added

Source: SEC Form 13F filings · as of 2026-03-31